2026-05-02T14:46:35-05:00 2025-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2024-07-01 131623915 THE BREARLEY SCHOOL BREA 2127448582 610 EAST 83RD STREET NEW YORK NY 10028 RAHUL TRIPATHI CFO/COO 2127448582 2026-04-28 1 1 CANDICE METH P01306891 2129498700 2024 2025-03-06 01:10:19Z JENNY C RAO 610 EAST 83RD STREET NEW YORK NY 10028 155846876 0 X WWW.BREARLEY.ORG X 1884 NY PRIVATE EDUCATIONAL INSTITUTION IN NYC THAT PROVIDES A QUALITY EDUCATION TO GIRLS IN GRADES K-12. 24 24 376 176 36060 34810 13913237 13985568 48630662 50255810 5064087 4352512 580305 735660 68188291 69329550 8431089 8414715 0 0 36576163 39587942 0 0 2323252 16978143 18441014 61985395 66443671 6202896 2885879 384095633 411153807 82500132 88302413 301595501 322851394 PRIVATE EDUCATIONAL INSTITUTION IN NEW YORK CITY THAT PROVIDES A QUALITY EDUCATION TO GIRLS IN GRADES K-12. 0 0 44217307 8414715 50255810 THE BREARLEY SCHOOL CHALLENGES GIRLS OF ADVENTUROUS INTELLECT AND DIVERSE BACKGROUNDS TO THINK CRITICALLY AND CREATIVELY, AND TO ACT WITH COURAGE AND INTEGRITY. THE SCHOOL FOSTERS A LOVE OF LEARNING, EXCELLENCE IN THE LIBERAL ARTS, AND ENGAGEMENT IN A LIVELY AND INCLUSIVE COMMUNITY. GUIDED BY DEDICATED FACULTY AND STAFF, STUDENTS LEARN TO UPLIFT ONE ANOTHER AS THEY GRAPPLE WITH COMPLEX IDEAS AND DEVELOP A STRONG SENSE OF SELF. WE VALUE EMPATHY, ORIGINALITY, AND DEPTH OF THOUGHT AND CHARACTER. THE BREARLEY COMMUNITY CULTIVATES THE JOY OF LASTING FRIENDSHIPS, THE CONFIDENCE TO PURSUE ONE'S AMBITIONS, AND A COMMITMENT TO THE GREATER GOOD. 44217307 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 165 0 1 376 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RAHUL TRIPATHI 2127448582 610 EAST 83RD STREET NEW YORK NY 10028 MODUPE AKINOLA ROBINSON PRESIDENT 10.00 X X 0 0 0 SUSAN BERRESFORD VICE PRESIDENT 5.00 X X 0 0 0 MUNIB ISLAM TREASURER 5.00 X X 0 0 0 SUE MENG SECRETARY 5.00 1.00 X X 0 0 0 TARA ABRAHAMS TRUSTEE 2.00 X 0 0 0 GIDEON BERGER TRUSTEE 2.00 X 0 0 0 ALEXANDER BRODSKY TRUSTEE 2.00 X 0 0 0 RANIKA COHEN TRUSTEE 2.00 X 0 0 0 DAPHNE CRESPO-HELM TRUSTEE 2.00 X 0 0 0 TOM FARRELL TRUSTEE 2.00 X 0 0 0 MARTHA HAAKMAT TRUSTEE 2.00 X 0 0 0 NING JIN TRUSTEE 2.00 X 0 0 0 MEGAN LUI TRUSTEE 2.00 X 0 0 0 KATRINA MCALL TRUSTEE 2.00 X 0 0 0 JOHN MCGINN TRUSTEE 2.00 X 0 0 0 MARGO NEDERLANDER TRUSTEE 2.00 X 0 0 0 TERRI SELIGMEN TRUSTEE 2.00 X 0 0 0 SIDAYA SHERWOOD TRUSTEE 2.00 X 0 0 0 BILL SHUTZER TRUSTEE 2.00 X 0 0 0 NEKESA STRAKER TRUSTEE 2.00 X 0 0 0 LITA TANDON TRUSTEE 2.00 X 0 0 0 OLIVIA WASSENAAR TRUSTEE 2.00 1.00 X 0 0 0 LAUREN WASSON TRUSTEE 2.00 X 0 0 0 ALAN YAN TRUSTEE 2.00 X 0 0 0 JANE FOLEY FRIED HEAD OF SCHOOL (TO 6/25) 40.00 1.00 X 957520 0 171344 RAHUL TRIPATHI CFO/COO 40.00 X 503489 0 82157 JENNY C RAO HEAD OF SCHOOL (AS OF 7/25) 0.00 X 0 0 0 PHOEBE GEER DIRECTOR OF ADVANCEMENT 40.00 X 312190 0 38397 JAMES E MULKIN ASST. HEAD ACADEMIC LIFE 40.00 X 400254 0 35741 MARIA-ANNA ZIMMERMANN HEAD OF LOWER SCHOOL 40.00 X 277735 0 54508 CAROLYN CLARK DIRECTOR OF COLLEGE ADVISING 40.00 X 271333 0 66733 DORIS COLEMAN DIRECTOR OF FACILITIES 40.00 X 245103 0 70045 BETTY NOEL HEAD OF UPPER SCHOOL 40.00 X 259464 0 31207 3227088 0 550132 103 0 1 0 SHAWMUT DESIGN AND CONSTRUCTION 3 EAST 54TH STREET NEW YORK NY 10022 CONSTRUCTION 10039524 CETRARUDDY ARCHITECTURE DPC 1 BATTERY PLAZA NEW YORK NY 10004 CONSTRUCTION MANAGEMENT 648295 FLIK HOSPITALITY GROUP PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 530253 COLLIERS INTERNATIONAL 135 NEW ROAD MADISON CT 06443 ARCHITECT SERVICES 501503 POLISE CONSULTING ENGINEERS DPC 133 WEST 19TH STREET NEW YORK NY 10011 CONSTRUCTION 483434 26 649029 296235 13040304 1203628 13985568 TUITION AND FEES 611710 50255810 50255810 50255810 2280313 2280313 699600 0 699600 699600 699600 88256607 86184408 2072199 2072199 2072199 332918 649029 332918 0 PASS THRU K-1 INVESTMENT INCOME 525990 36060 36060 36060 69329550 50255810 36060 5052112 8414715 8414715 2134112 1218026 587370 328716 25943659 19002376 5900179 1041104 2539982 1829214 587067 123701 6970044 3980343 2720359 269342 2000145 1440422 462171 97552 60106 60106 138180 138180 468935 468935 1152639 154846 886839 110954 1291990 1271078 20912 862194 135738 726456 1382317 987731 350731 43855 639696 606122 22018 11556 382158 158168 191160 32830 1491019 1491019 3887728 2799781 898333 189614 736179 736179 FOOD SERVICE 1614369 1614369 BOOKS, TRIPS, ATHLETICS 1460533 1460533 REPAIRS AND MAINTENANCE 1298505 1298505 SUPPLIES 609855 253562 344656 11637 964611 161361 761771 41479 66443671 44217307 19903112 2323252 1500 1500 9940835 9223660 8141139 6939596 91007 145395 1831472 2084742 230821781 52139562 161765374 178682219 82922904 79500709 117047814 132264144 2353588 2311842 384095633 411153807 7525164 11424344 21757102 23992353 49029218 49075445 4188648 3810271 82500132 88302413 X 206376075 226960976 95219426 95890418 301595501 322851394 384095633 411153807 X 2885879 18467981 -97967 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76009952 1936153 8508676 3230383 83224398 68875469 882325 9179346 2927188 76009952 65590540 887469 4713372 2315912 68875469 75731813 811543 -9132083 1820733 65590540 61896393 1541763 14532239 2238582 75731813 0.70000 0.30000 0 0 28052870 28052870 145853663 30373770 115479893 21455477 18010148 3445329 5474305 3755644 1718661 29985466 29985466 178682219 LIMITED PARTNERSHIPS/LLCS 63312146 F OFFSHORE HEDGE FUNDS 62062019 F DELAWARE STATUTORY TRUST 6889979 F 132264144 AGENCY FUNDS 1735962 LEASE LIABILITY 2074309 3810271 X 78922371 18467981 8490 18476471 60445900 468935 8414715 8883650 69329550 57666478 106457 106457 57560021 468935 8414715 8883650 66443671 PART V, LINE 4: THE ENDOWMENT CONSISTS OF 160 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES SUCH AS SCHOLARSHIP, CAPITAL IMPROVEMENT, ETC., DESIGNATED BY DONORS TO BE RESTRICTED IN PERPETUITY. PART X, LINE 2: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE SCHOOL, THESE PROVISIONS COULD BE APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ATTRIBUTABLE TO ITS PASS-THRU INCOME GENERATED BY ITS LIMITED PARTNERSHIP INVESTMENTS; BECAUSE THE SCHOOL HAS ALWAYS RECOGNIZED THE LIABILITY RELATED TO THIS UNRELATED BUSINESS INCOME AND BECAUSE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES THAT ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 8,490. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED AGAINST REVENUE 8,414,715. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE ACCOUNTS 106,457. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED AGAINST REVENUE 8,414,715. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS PRINT AND ELECTRONIC PUBLICATIONS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FUNDS FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR THE PERFORMANCE OF MANDATED SERVICES. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 62062019 0 0 0 0 0 0 62062019 0 62062019 1 0 0 0 0 0 PART I, LINE 3: AMOUNTS REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. 2025 BENEFIT 981947 649029 332918 125934 48570 13590 144824 981947 649029 332918 125934 48570 13590 144824 332918 0 1 SCHOLARSHIPS PROVIDED TO STUDENTS 153 8414715 FMV TUITION REDUCTION PART I, LINE 2: FAMILIES WHO REQUEST FINANCIAL ASSISTANCE ARE ASKED TO COMPLETE A PARENTS FINANCIAL STATEMENT (PFS) AND SEND IT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS), AN AFFILIATE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). SSS IS A NATIONWIDE SERVICE THAT ASSISTS THE BREARLEY SCHOOL (AND OTHER INDEPENDENT SCHOOLS) IN PROCESSING REQUESTS FOR FINANCIAL ASSISTANCE. SSS PROVIDES ANALYSES TO ENABLE SCHOOLS TO MAKE CONSISTENT DECISIONS, ALTHOUGH THE ULTIMATE ASSESSMENT OF NEED RESTS WITH THE BREARLEY SCHOOL. PARENTS ARE ALSO ASKED TO SUBMIT FEDERAL TAX RETURNS WITH ALL SCHEDULES AND, IF APPLICABLE, BUSINESS TAX RETURNS AND OTHER SUPPORTING DOCUMENTS. ALL FINANCIAL INFORMATION AND ALL FINANCIAL ASSISTANCE DECISIONS ARE STRICTLY CONFIDENTIAL. SCHOLARSHIPS ARE APPLIED DIRECTLY TO AN AWARDED STUDENT'S ACCOUNT IN THE FORM OF A TUITION REDUCTION. X X 0 0 X X X X X X 0 1 0 0 0 0 0 0 0 JANE FOLEY FRIED HEAD OF SCHOOL (TO 6/25) 952520 0 0 0 5000 0 66320 0 105024 0 1128864 0 0 0 RAHUL TRIPATHI CFO/COO 498489 0 0 0 5000 0 66320 0 15837 0 585646 0 0 0 JAMES E MULKIN ASST. HEAD ACADEMIC LIFE 395254 0 0 0 5000 0 26696 0 9045 0 435995 0 0 0 PHOEBE GEER DIRECTOR OF ADVANCEMENT 307190 0 0 0 5000 0 38397 0 0 0 350587 0 0 0 CAROLYN CLARK DIRECTOR OF COLLEGE ADVISING 266333 0 0 0 5000 0 34110 0 32623 0 338066 0 0 0 MARIA-ANNA ZIMMERMANN HEAD OF LOWER SCHOOL 272735 0 0 0 5000 0 34661 0 19847 0 332243 0 0 0 DORIS COLEMAN DIRECTOR OF FACILITIES 240103 0 0 0 5000 0 31785 0 38260 0 315148 0 0 0 BETTY NOEL HEAD OF UPPER SCHOOL 254464 0 0 0 5000 0 31207 0 0 0 290671 0 0 0 PART I, LINE 1A UNDER THE TERMS OF THE HEAD OF SCHOOL'S EMPLOYMENT AGREEMENT, SHE IS REQUIRED TO RESIDE IN A SCHOOL OWNED APARTMENT; AS SUCH, PERSONAL USE OF THE PROPERTY MAY OCCUR. THE SCHOOL PAYS FOR A CLEANING SERVICE, AS NEEDED. PART I, LINE 4B THE SCHOOL MAINTAINS A SUPPLEMENTAL RETIREMENT PLAN (THE "PLAN") FOR ITS ELIGIBLE EMPLOYEES. UNDER THE TERMS OF THE PLAN, THE SCHOOL CONTRIBUTES AMOUNTS ON BEHALF OF ELIGIBLE EMPLOYEES, AND SUCH ELIGIBLE EMPLOYEES MAY ALSO ELECT TO CONTRIBUTE TO THE PLAN. DURING THE FISCAL YEAR ENDED JUNE 30. 2025, THE SCHOOL CONTRIBUTED $54,420 TO THIS PLAN. A BUILD NYC RESOURCE CORPORATION 454040561 NONEAVAIL 2015-09-29 50000000 THE BREARLEY SCHOOL PROJECT 0 0 0 A 50000000 964408 33218127 15817465 0 0 0 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X 66 1203628 PUBLISHED MRKT QUOTE 0 1 0 PART I, COLUMN (B): THE AMOUNT NOTED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT OF THE SCHOOL REVIEWS THE DRAFT OF THE FORM 990. UPON ITS SATISFACTION, THE GOVERNING BODY HAS DESIGNATED ITS AUDIT COMMITTEE WITH THE RESPONSIBILITY OF REVIEWING THE FORM 990 AND REPORTING ITS REVIEW TO THE MEMBERS OF THE EXECUTIVE COMMITEE OF THE BOARD FOR APPROVAL. THE APPROVED VERSION OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF TRUSTEES AND KEY MEMBERS OF MANAGEMENT ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT OF COMPLIANCE WITH THE SCHOOL'S CONFLICT-OF-INTEREST POLICY AND TO REPORT ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THIS DOCUMENT IS SIGNED AT THE FIRST BOARD MEETING OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES USING COMPARABILITY DATA COLLECTED AND KEPT BY AN INDEPENDENT CONSULTANT. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE SCHOOL IS DETERMINED THROUGH A REVIEW OF DATA FROM COMPARABLE EDUCATIONAL INSTITUTIONS AND REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AS A PART OF THE OVERALL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE BREARLEY SCHOOL'S GOVERNING DOCUMENTS AND FINANCIAL INFORMATION, WITH THE EXCEPTION OF ITS FEDERAL FORM 990, ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE ACCOUNTS -106,457. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 8,490. FRIENDS OF BREARLEY INC 610 EAST 83RD STREET NEW YORK NY 10028 134088238 CHARITABLE DE 501(C)(3) LINE 12A, I BREARLEY SCHOOL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0