Nonprofit · EIN 23-7099149
ST LUKES FOUNDATION INC
Tax-exempt · NEW CANAAN, CT 06840
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $38,526,979 | $38,449,033 | $77,946 | $144,019,567 | $41,433,252 | $102,586,315 |
| June 30, 2024 | 990 | $36,078,675 | $37,320,935 | -$1,242,260 | $136,748,180 | $38,765,605 | $97,982,575 |
| June 30, 2023 | 990 | $34,061,156 | $35,092,916 | -$1,031,760 | $133,220,248 | $39,249,107 | $93,971,141 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,818,822
- Program service revenue
- $33,163,262
- Investment income
- $1,536,583
- Net gain from sales of assets
- $798,590
- Net income from fundraising events
- $8,312
- Other revenue
- $8,312
Expenses
- Grants and similar amounts paid
- $4,628,880
- Compensation of officers, directors and key employees
- $1,654,383
- Other salaries and wages
- $13,259,480
- Salaries, compensation and benefits (total)
- $21,607,374
- Professional fundraising fees
- $0
- Legal fees
- $30,698
- Accounting fees
- $101,822
- Occupancy
- $582,565
- Depreciation
- $2,359,132
- Program services (functional)
- $26,118,871
- Management and general (functional)
- $10,288,090
- Fundraising (functional)
- $2,042,072
Balance sheet and other
- Total assets, start of year
- $136,748,180
- Total assets, end of year
- $144,019,567
- Total liabilities, end of year
- $41,433,252
- Net assets, end of year
- $102,586,315
- Land, buildings and equipment
- $47,834,448
- Publicly traded securities
- $11,767,410
- Net assets without donor restrictions
- $65,158,568
- Net assets with donor restrictions
- $37,427,747
- Gross unrelated business income
- -$31,563
- Gross receipts
- $39,852,264
- Employees
- 280
- Volunteers
- 26
- Year formed
- 1969
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY CARTER | HEAD OF SCHOOL Officer | 40 | $690,031 | $180,219 |
| JULIA GABRIELE | ASSOCIATE HEAD OF SCHOOL & CFO Officer | 40 | $388,886 | $109,542 |
| ELIZABETH PERRY | ASSISTANT HEAD OF SCHOOL FOR ACADEMICS Officer | 40 | $238,700 | $59,069 |
| JENNIFER RHODES | DIRECTOR OF DEVELOPMENT (UNTIL 09/24) Officer | 40 | $251,602 | $29,358 |
| MARK DAVIS | FORMER HEAD OF SCHOOL Former | 0 | $278,374 | $0 |
| WILLIAM BLUDGUS | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $221,008 | $50,020 |
| NANCY TROEGER | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $195,894 | $72,453 |
| JASON GIFFEN | DIRECTOR OF ENROLLMENT MANAGEMENT Highest-paid employee | 40 | $204,418 | $39,813 |
| KATHRYN BOORSE | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $178,211 | $51,643 |
| SONIA BELL | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $190,863 | $13,156 |
| CHRISTOPHER ROSOW | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| RICHARD RILEY | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SCOTT DEPETRIS | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT CIOFFI | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| GRETCHEN WAGNER | SECRETARY Trustee or director | 5 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA BAKER | TRUSTEE Trustee or director | 1 | $0 |
| SETH BRODY | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW DRAPKIN | TRUSTEE Trustee or director | 1 | $0 |
| PAM FELDSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| MYLES GAINES | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW GERBER | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW HOBSON | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN JODKA | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY LEWIS | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA LISHER | TRUSTEE Trustee or director | 1 | $0 |
| ALICIA MEYER | TRUSTEE Trustee or director | 1 | $0 |
| AMY OWENS | TRUSTEE Trustee or director | 1 | $0 |
| KATHERINE OWSLEY | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL PRATT | TRUSTEE Trustee or director | 1 | $0 |
| KATHERINE ROTHSCHILD | TRUSTEE Trustee or director | 1 | $0 |
| KARLA SEAD | TRUSTEE Trustee or director | 1 | $0 |
| JEFF SANDERS | TRUSTEE Trustee or director | 1 | $0 |
| DARLENE NEGBENEBOR SEITZ | TRUSTEE Trustee or director | 1 | $0 |
| KAREN STAMOULIS | TRUSTEE Trustee or director | 1 | $0 |
| JILL STUTE | TRUSTEE Trustee or director | 1 | $0 |
| DAVID DJ WOLFF | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY CARTER | HEAD OF SCHOOL Officer | 40 | $654,202 | $122,684 |
| JULIA GABRIELE | ASSOCIATE HEAD OF SCHOOL & CFO Officer | 40 | $423,005 | $76,858 |
| ELIZABETH PERRY | ASSISTANT HEAD OF SCHOOL FOR ACADEMICS Officer | 40 | $250,217 | $68,731 |
| JAMES YAVENDITTI | DIRECTOR OF STUDIES Highest-paid employee | 40 | $158,572 | $155,299 |
| MARK DAVIS | FORMER HEAD OF SCHOOL (UNTIL 6/22) Former | 0 | $261,244 | $0 |
| JASON GIFFEN | DIRECTOR OF ENROLLMENT MANAGEMENT Highest-paid employee | 40 | $188,823 | $63,696 |
| NANCY TROEGER | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $188,244 | $58,829 |
| SONIA BELL | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $181,240 | $10,774 |
| COLLEEN WEST | BUSINESS MANAGER Highest-paid employee | 40 | $153,133 | $18,230 |
| JENNIFER RHODES | DIRECTOR OF DEVELOPMENT (AS OF 7/23) Officer | 40 | $123,925 | $13,050 |
| JONATHAN JODKA | FORMER DIRECTOR OF DEVELOPMENT (UNTIL 6/23) Officer | 40 | $104,640 | $31,510 |
| CHRISTOPHER ROSOW | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| RICHARD RILEY | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT CIOFFI | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTY HAHN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MELISSA BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SETH BRODY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT DEPETRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW DRAPKIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LA'VANDRA DUPREE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAM FELDSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER FOSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MYLES GAINES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW GERBER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW HOBSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN JODKA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIMOTHY LEWIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREA LISHER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALICIA MEYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE OWSLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL PRATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE ROTHSCHILD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARLA SEAD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DARLENE NEGBENEBOR SEITZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN STAMOULIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JILL STUTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRETCHEN WAGNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID DJ WOLFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK DAVIS | FORMER HEAD OF SCHOOL (UNITL 6/22) Former | 0 | $459,289 | $121,765 |
| JULIA A GABRIELE | ASSOCIATE HEAD OF SCHOOL & CFO Officer | 40 | $405,739 | $102,421 |
| MARY H CARTER | HEAD OF SCHOOL (AS OF 07/22) Officer | 40 | $327,321 | $79,003 |
| ELIZABETH PERRY | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $233,265 | $69,098 |
| JAMES FOLEY | ASST. HOS FOR LEADERSHIP & INNOVATION Officer | 40 | $211,036 | $86,143 |
| JONATHAN JODKA | DIRECTOR OF DEVELOPMENT Officer | 40 | $218,763 | $67,100 |
| NANCY TROEGER | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $175,031 | $76,185 |
| MARGARET PAULSON | ASSOCIATE DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $158,904 | $54,412 |
| SONIA BELL | DIR OF COLLEGE COUNSELING Highest-paid employee | 40 | $173,068 | $10,034 |
| AMBER BERRY | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $159,757 | $15,934 |
| JENNIFER FOSTER | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTOPHER ROSOW | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT CIOFFI | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTY HAHN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTOPHER WEARING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LA'VANDRA DUPREE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MYLES GAINES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW HOBSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL KRAMER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIMOTHY LEWIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FARHAN MEMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE OWSLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL PRATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD RILEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES ROGERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET SARKELA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN STAMOULIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JILL STUTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID DJ WOLFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW GERBER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL RICCARDI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE ROTHSCHILD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DARLENE SEITZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW DRAPKIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAM FELDSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREA LISHER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRETCHEN WAGNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 377 N WILTON RD, NEW CANAAN, CT 06840-2317
- In care of
- % COLLEEN WEST
- Principal officer (990 for 2024)
- JULIA GABRIELE, 377 NORTH WILTON ROAD, NEW CANAAN, CT 06840
- Signed the 990
- JULIA GABRIELE, ASSOCIATE HEAD OF SCHOOL & CFO
- Phone
- (203) 966-5612
- Website
- WWW.STLUKESCT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
AN EXCEPTIONAL EDUCATION THAT INSPIRES A DEEP LOVE OF LEARNING, A STRONG MORAL COMPASS, THE COMMITMENT TO SERVE, AND THE CONFIDENCE TO LEAD.
Program accomplishments
- ACADEMIC PROGRAM - FROM THE BOLD-LETTERED "ENTER TO LEARN, GO FORTH TO SERVE" MOTTO THAT EVERY STUDENT SEES AS THE DAY BEGINS, TO THE RICH LEARNING OPPORTUNITIES IN AND OUT OF THE CLASSROOM, THE ST. LUKE'S COMMUNITY INSPIRES STUDENTS TO REACH BEYOND THEMSELVES AS EMERGING LEADERS IN ACADEMICS, ATHLETICS, SERVICE AND THE ARTS.THE SCHOOL'S DYNAMIC CURRICULUM AND CARING FACULTY CREATE A COMMUNITY WHERE ACADEMIC EXCELLENCE IS BALANCED WITH A THOUGHTFUL SUPPORT THAT HAS THE SUCCESS OF EACH STUDENT IN MIND. TEACHERS ENCOURAGE STUDENTS TO CHALLENGE THEMSELVES THROUGH COLLABORATIVE, EXPERIENCE-BASED LEARNING. WE OFFER A COMPREHENSIVE TRADITIONAL CURRICULUM FOCUSING ON MATH, CRITICAL THINKING, AND WRITING - AND - INNOVATIVE CURRICULUM SUCH AS EMERGING TECHNOLOGIES AND LEADING WITH HUMANITY. THIS ONE-OF-A-KIND CURRICULUM, ALONG WITH OUR UNIQUE COMPASS COACHING PROGRAM, PREPARES OUR STUDENTS TO THRIVE THROUGHOUT THEIR TIME AT ST. LUKE'S AND INTO THE FUTURE.Expenses $26,118,871 · grants $4,628,880 · revenue $33,163,262
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7099149
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $144,019,567
- Income (IRS master file)
- $39,852,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $38,526,979 | $38,449,033 | $144,019,567 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $36,078,675 | $37,320,935 | $136,748,180 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $34,061,156 | $35,092,916 | $133,220,248 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $32,603,721 | $32,979,737 | $127,058,323 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7099149).
Questions about ST LUKES FOUNDATION INC
- What is the EIN of ST LUKES FOUNDATION INC?
- The employer identification number (EIN) of ST LUKES FOUNDATION INC is 23-7099149.
- Is ST LUKES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to ST LUKES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST LUKES FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST LUKES FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST LUKES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST LUKES FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JULIA GABRIELE.
- Who are the officers and directors of ST LUKES FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 36 people; 10 received compensation from the organization, the highest $690,031 (MARY CARTER, HEAD OF SCHOOL).
- How much revenue does ST LUKES FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $38,526,979, expenses of $38,449,033 and total assets of $144,019,567 at year end.
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