PHILLIPS EXETER ACADEMY

Cite this

Plain text PHILLIPS EXETER ACADEMY. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/phillips-exeter-academy-020222174. Retrieved 2026-10-30.

APA furp.org. (n.d.). PHILLIPS EXETER ACADEMY [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 30, 2026, from https://furp.org/org/phillips-exeter-academy-020222174

MLA “PHILLIPS EXETER ACADEMY.” furp.org, tax years 2009–2024, https://furp.org/org/phillips-exeter-academy-020222174. Accessed 30 Oct. 2026.

Retrieved 2026-10-30; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $239.9M · expenses $166.3M · assets $2.20B

EIN
02-0222174
Address
20 MAIN ST, EXETER, NH 03833-2438
Website
WWW.EXETER.EDU
NTEE code
B250
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
July 1946 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
School
Cross-check
ProPublica Nonprofit Explorer

Mission

SEE SCHEDULE O

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

28 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Justin Merrill DIRECTOR OF INVESTMENTS2013-2024 $459,116$4,203,507 1
William Rawson PRINCIPAL2009-2024 $868,710$4,046,509 1
Morgan Dudley DIR. OF INSTITUTIONAL ADVANCEMENT2016-2024 $444,487$2,944,997 2
Holly Barcroft GENERAL COUNSEL2017-2024 $420,698$2,745,351 1
Marijka Beauchesne CHIEF FINANCIAL OFFICER2018-2024 $437,831$2,577,741 2
Karen Lassey ASSISTANT PRINCIPAL2024 $345,494$345,494 1
Tom Tseng DIR. INTL. & PRINCIPAL GIFTS2024 $257,423$257,423 1
Thomas E Hassan (former) FORMER PRINCIPAL (END 8/31/15)2009-2016 $115,755$3,726,707 1
Katharina Lilly (former) MEDICAL DIRECTOR2019-2023 $426,510$1,856,391 1
William Leahy (former) DEAN OF ENROLLMENT2017-2023 $312,830$1,852,871 1
Lisa Macfarlane (former) FORMER PRINCIPAL2015-2019 $105,703$1,805,861 1
David W Hanson (former) FORMER CFO2013-2019 $162,500$1,780,955 1
Edward W Probert (former) DIR INSTITUTIONAL ADVANCEMENT2009-2014 $289,904$1,667,526 1
Roger Wakeman (former) DIR. FACILITIES MANAGEMENT2009-2016 $248,324$1,559,903 1
Ronald Kim (former) ASSISTANT PRINCIPAL2013-2016 $326,025$1,117,857 1
Tyler C Tingley (former) FORMER PRINCIPAL2009-2010 $336,404$1,101,657 1
William C Davison (former) DIR. PRINCIPLE/MAJOR GIFTS2009-2012 $256,110$970,086 1
Christopher V Wejchert (former) FORMER CFO Until 6/30/20132010-2013 $153,095$855,110 1
James M Theisen (former) DIR ALUMNI AFFAIRS & DEV2009-2010 $299,510$595,652 1
Harold Brown (former) DIRECTOR ALUMNI/AE & INTERNATL2015-2016 $269,037$563,714 1
Diane Fandrich (former) DIRECTOR ITS2012-2015 $183,531$528,022 1
Ronald P Suduiko (former) DIRECTOR OF MAJOR GIFTS2013-2014 $218,533$448,414 1
Joseph Fellows (former) FORMER CHIEF FINANCIAL OFFICER2009-2010 $134,506$416,177 2
Jay H Martin (former) DIRECTOR - ITS2009-2010 $181,883$362,296 1
Beatrice J Quinn (former) DIR. COMMUNICATIONS2011-2012 $179,018$352,205 1
Charles Ramsay (former) DIRECTOR OF PRINC.& MAJ GIFTS2017 $232,461$232,461 1
Catherine Anatone (former) DIR. HUMAN RESOURCES2011 $174,452$174,452 1
Julie Quinn (former) DIRECTOR - COMMUNICATIONS2010 $168,721$168,721 3

Officers and directors, no compensation reported

65 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
E Janney Wilson TRUSTEE2020-2024 2 $0 reported 1
Peter M Scocimara TRUSTEE2016-2024 2 $0 reported 1
Suzi K Cohen VICE PRESIDENT/TRUSTEE2017-2024 2 $0 reported 1
Kristyn Mcleod Van Ostern PRESIDENT/TRUSTEE2017-2024 2 $0 reported 1
Cia Buckley Marakovits TRUSTEE2019-2024 2 $0 reported 1
Sanjay Shetty TRUSTEE2020-2024 2 $0 reported 1
Ira D Helfand TRUSTEE2020-2024 2 $0 reported 1
Scott Sang-Won Hahn TRUSTEE2020-2024 2 $0 reported 1
Elizabeth A Fleming TRUSTEE2020-2024 2 $0 reported 1
Paulina L Jerez TRUSTEE2021-2024 2 $0 reported 1
Giles K Kemp TRUSTEE2021-2024 2 $0 reported 1
Eric A Logan TRUSTEE2021-2024 2 $0 reported 1
Michael J Schmidtberger TRUSTEE2022-2024 2 $0 reported 1
Bradford Briner TRUSTEE2023-2024 2 $0 reported 1
Christine M Robson Weaver TRUSTEE2023-2024 2 $0 reported 1
Leroy Sims TRUSTEE2023-2024 2 $0 reported 1
Belinda A Tate TRUSTEE2023-2024 2 $0 reported 1
Samuel J Brown TRUSTEE2024 2 $0 reported 1
Eugene P Lynch TRUSTEE2024 2 $0 reported 1
Genisha Saverimuthu TRUSTEE2024 2 $0 reported 1
Rhoda K Tamakloe TRUSTEE2024 2 $0 reported 1
Wole C Coaxum (former) TRUSTEE2012-2023 2 $0 reported 1
Morgan C Sze (former) PRESIDENT/TRUSTEE2012-2023 2 $0 reported 1
Deidre G O'Byrne (former) VICE PRESIDENT/TRUSTEE2014-2023 2 $0 reported 1
Una Jain Basak (former) TRUSTEE2022-2023 2 $0 reported 1
Samuel M Maruca (former) TRUSTEE2022-2023 2 $0 reported 1
Sally Jutabha Michaels (former) TRUSTEE2009-2022 2 $0 reported 1
Claudine Gay (former) TRUSTEE2017-2022 2 $0 reported 1
Mark A Edwards (former) TRUSTEE2012-2021 2 $0 reported 1
Peter A Georgescu (former) TRUSTEE2017-2021 2 $0 reported 1
Jacqueline J Hayes (former) TRUSTEE2016-2021 2 $0 reported 1
A Genisha Saverimuthu (former) TRUSTEE2020-2021 2 $0 reported 1
Jennifer P Holleran (former) TRUSTEE2011-2020 2 $0 reported 1
Serena Wille Sides (former) TRUSTEE2016-2020 2 $0 reported 1
Walter C Donovan (former) TRUSTEE2010-2019 2 $0 reported 1
John A Downer (former) PRESIDENT/TRUSTEE2009-2019 2 $0 reported 1
Ciatta Z Baysah (former) TRUSTEE2018-2019 2 $0 reported 1
Daniel C Oakley (former) TRUSTEE2018-2019 2 $0 reported 1
Janney E Wilson (former) TRUSTEE2018-2019 2 $0 reported 1
Marc Chopin De La Bruyere (former) TRUSTEE2009-2018 2 $0 reported 1
Nina D Russell Md (former) TRUSTEE2009-2018 2 $0 reported 1
J Douglas Smith (former) TRUSTEE2009-2018 2 $0 reported 1
David E Goel (former) TRUSTEE2013-2017 2 $0 reported 1
Kerry Landreth Reed (former) TRUSTEE2013-2017 2 $0 reported 1
Nancy H Wilder (former) TRUSTEE2016-2017 2 $0 reported 1
Eunice Johnson Panetta (former) PRESIDENT/TRUSTEE2009-2016 2 $0 reported 1
Remy White Trafelet (former) TRUSTEE2009-2016 2 $0 reported 1
Eiichiro Kuwana (former) TRUSTEE (THRU DECEMBER 2016)2015-2016 2 $0 reported 1
Flobelle Burden Davis (former) TRUSTEE2009-2015 2 $0 reported 1
Jonathan W Galassi (former) TRUSTEE2009-2015 2 $0 reported 1
Mitchell Bradbury (former) TRUSTEE2014-2015 2 $0 reported 1
G Thompson Hutton (former) PRESIDENT/TRUSTEE2009-2014 2 $0 reported 1
Wole Ccoaxum (former) TRUSTEE2013 2 Not reported 1
John Adowner (former) TRUSTEE2013 2 Not reported 1
David R Horn (former) TRUSTEE2010-2013 2 $0 reported 1
Della Spring (former) TRUSTEE2012-2013 2 $0 reported 1
Alan R Jones (former) TRUSTEE2009-2012 2 $0 reported 1
Robert Silberman (former) TRUSTEE2009-2012 2 $0 reported 1
David O Beim (former) TRUSTEE2009-2011 2 $0 reported 1
Allan R Jones (former) TRUSTEE2010-2011 2 $0 reported 1
Morrison D Webb (former) TRUSTEE2010-2011 2 $0 reported 1
Robert Ho (former) TRUSTEE2009-2010 2 $0 reported 1
Leigh A Bonney (former) TRUSTEE2009 2 $0 reported 1
John R Ettinger (former) TRUSTEE2009 2 $0 reported 1
Monica J Shelton Reusch (former) TRUSTEE2009 2 $0 reported 1

People by year

2024 · 28 people listed · 7 paid, $3.2M · 1,314 employees · 4,177 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM RAWSON PRINCIPAL40 $655,338$0$213,372 $868,7101
JUSTIN MERRILL DIRECTOR OF INVESTMENTS40 $398,869$0$60,247 $459,1161
MORGAN DUDLEY DIR. OF INSTITUTIONAL ADVANCEMENT40 $362,476$0$82,011 $444,4872
MARIJKA BEAUCHESNE CHIEF FINANCIAL OFFICER40 $379,566$0$58,265 $437,8312
HOLLY BARCROFT GENERAL COUNSEL40 $330,202$0$90,496 $420,6981
KAREN LASSEY ASSISTANT PRINCIPAL40 $222,075$0$123,419 $345,4941
TOM TSENG DIR. INTL. & PRINCIPAL GIFTS40 $229,420$0$28,003 $257,4231
KRISTYN MCLEOD VAN OSTERN PRESIDENT/TRUSTEE2 $0$0$0 $01
SUZI K COHEN VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
BRADFORD BRINER TRUSTEE2 $0$0$0 $01
SAMUEL J BROWN TRUSTEE2 $0$0$0 $01
ELIZABETH A FLEMING TRUSTEE2 $0$0$0 $01
SCOTT SANG-WON HAHN TRUSTEE2 $0$0$0 $01
IRA D HELFAND TRUSTEE2 $0$0$0 $01
PAULINA L JEREZ TRUSTEE2 $0$0$0 $01
GILES K KEMP TRUSTEE2 $0$0$0 $01
ERIC A LOGAN TRUSTEE2 $0$0$0 $01
EUGENE P LYNCH TRUSTEE2 $0$0$0 $01
CIA BUCKLEY MARAKOVITS TRUSTEE2 $0$0$0 $01
CHRISTINE M ROBSON WEAVER TRUSTEE2 $0$0$0 $01
GENISHA SAVERIMUTHU TRUSTEE2 $0$0$0 $01
MICHAEL J SCHMIDTBERGER TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SANJAY SHETTY TRUSTEE2 $0$0$0 $01
LEROY SIMS TRUSTEE2 $0$0$0 $01
RHODA K TAMAKLOE TRUSTEE2 $0$0$0 $01
BELINDA A TATE TRUSTEE2 $0$0$0 $01
E JANNEY WILSON TRUSTEE2 $0$0$0 $01
2023 · 29 people listed · 7 paid, $3.2M · 1,254 employees · 4,244 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM RAWSON PRINCIPAL40 $656,751$0$135,966 $792,7171
JUSTIN MERRILL DIRECTOR OF INVESTMENTS40 $383,862$0$80,659 $464,5211
KATHARINA LILLY MEDICAL DIRECTOR40 $294,822$0$131,688 $426,5101
MARIJKA BEAUCHESNE CFO40 $365,057$0$55,415 $420,4722
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.40 $329,829$0$75,347 $405,1762
HOLLY BARCROFT GENERAL COUNSEL40 $316,985$0$86,770 $403,7551
WILLIAM LEAHY DEAN OF ENROLLMENT40 $210,049$0$102,781 $312,8301
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
MORGAN C SZE PRESIDENT/TRUSTEE2 $0$0$0 $01
DEIDRE G O'BYRNE VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
E JANNEY WILSON TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SUZI K COHEN TRUSTEE2 $0$0$0 $01
KRISTYN MCLEOD VAN OSTERN TRUSTEE2 $0$0$0 $01
CIA BUCKLEY MARAKOVITS TRUSTEE2 $0$0$0 $01
SANJAY SHETTY TRUSTEE2 $0$0$0 $01
IRA D HELFAND TRUSTEE2 $0$0$0 $01
SCOTT SANG-WON HAHN TRUSTEE2 $0$0$0 $01
ELIZABETH A FLEMING TRUSTEE2 $0$0$0 $01
PAULINA L JEREZ TRUSTEE2 $0$0$0 $01
GILES K KEMP TRUSTEE2 $0$0$0 $01
ERIC A LOGAN TRUSTEE2 $0$0$0 $01
UNA JAIN BASAK TRUSTEE2 $0$0$0 $01
SAMUEL M MARUCA TRUSTEE2 $0$0$0 $01
MICHAEL J SCHMIDTBERGER TRUSTEE2 $0$0$0 $01
BRADFORD BRINER TRUSTEE2 $0$0$0 $01
CHRISTINE M ROBSON WEAVER TRUSTEE2 $0$0$0 $01
LEROY SIMS TRUSTEE2 $0$0$0 $01
BELINDA A TATE TRUSTEE2 $0$0$0 $01
2022 · 27 people listed · 7 paid, $2.8M · 1,206 employees · 3,903 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM RAWSON PRINCIPAL40 $494,781$0$80,321 $575,1021
JUSTIN MERRILL DIRECTOR OF INVESTMENTS40 $363,051$0$53,486 $416,5371
HOLLY BARCROFT GENERAL COUNSEL40 $309,259$0$82,260 $391,5191
KATHARINA LILLY MEDICAL DIRECTOR40 $303,763$0$85,117 $388,8801
MARIJKA BEAUCHESNE CFO40 $330,409$0$51,699 $382,1082
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.40 $298,802$0$37,148 $335,9502
WILLIAM LEAHY DEAN OF ENROLLMENT40 $205,845$0$110,645 $316,4901
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
MORGAN C SZE PRESIDENT/TRUSTEE2 $0$0$0 $01
DEIDRE G O'BYRNE VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
E JANNEY WILSON TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SUZI K COHEN TRUSTEE2 $0$0$0 $01
CLAUDINE GAY TRUSTEE2 $0$0$0 $01
KRISTYN MCLEOD VAN OSTERN TRUSTEE2 $0$0$0 $01
CIA BUCKLEY MARAKOVITS TRUSTEE2 $0$0$0 $01
SANJAY SHETTY TRUSTEE2 $0$0$0 $01
IRA D HELFAND TRUSTEE2 $0$0$0 $01
SCOTT SANG-WON HAHN TRUSTEE2 $0$0$0 $01
ELIZABETH A FLEMING TRUSTEE2 $0$0$0 $01
PAULINA L JEREZ TRUSTEE2 $0$0$0 $01
GILES K KEMP TRUSTEE2 $0$0$0 $01
ERIC A LOGAN TRUSTEE2 $0$0$0 $01
UNA JAIN BASAK TRUSTEE2 $0$0$0 $01
SAMUEL M MARUCA TRUSTEE2 $0$0$0 $01
MICHAEL J SCHMIDTBERGER TRUSTEE2 $0$0$0 $01
2021 · 28 people listed · 7 paid, $2.7M · 1,157 employees · 3,380 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM RAWSON PRINCIPAL40 $450,841$0$81,396 $532,2371
JUSTIN MERRILL DIRECTOR OF INVESTMENTS40 $354,434$0$96,772 $451,2061
MARIJKA BEAUCHESNE CFO40 $306,220$0$49,588 $355,8082
KATHARINA LILLY MEDICAL DIRECTOR40 $275,314$0$67,672 $342,9861
WILLIAM LEAHY DEAN OF ENROLLMENT40 $213,976$0$126,401 $340,3771
HOLLY BARCROFT GENERAL COUNSEL40 $256,577$0$77,765 $334,3421
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.40 $295,269$0$34,969 $330,2382
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
MORGAN C SZE PRESIDENT/TRUSTEE2 $0$0$0 $01
DEIDRE G O'BYRNE VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
E JANNEY WILSON TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SUZI K COHEN TRUSTEE2 $0$0$0 $01
CLAUDINE GAY TRUSTEE2 $0$0$0 $01
PETER A GEORGESCU TRUSTEE2 $0$0$0 $01
KRISTYN MCLEOD VAN OSTERN TRUSTEE2 $0$0$0 $01
JACQUELINE J HAYES TRUSTEE2 $0$0$0 $01
CIA BUCKLEY MARAKOVITS TRUSTEE2 $0$0$0 $01
SANJAY SHETTY TRUSTEE2 $0$0$0 $01
A GENISHA SAVERIMUTHU TRUSTEE2 $0$0$0 $01
IRA D HELFAND TRUSTEE2 $0$0$0 $01
SCOTT SANG-WON HAHN TRUSTEE2 $0$0$0 $01
ELIZABETH A FLEMING TRUSTEE2 $0$0$0 $01
PAULINA L JEREZ TRUSTEE2 $0$0$0 $01
GILES K KEMP TRUSTEE2 $0$0$0 $01
ERIC A LOGAN TRUSTEE2 $0$0$0 $01
2020 · 27 people listed · 7 paid, $2.5M · 1,112 employees · 3,663 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM RAWSON PRINCIPAL40 $436,838$0$71,016 $507,8541
JUSTIN MERRILL DIRECTOR OF INVESTMENTS40 $339,204$0$56,954 $396,1581
MARIJKA BEAUCHESNE CFO40 $295,605$0$48,851 $344,4562
KATHARINA LILLY MEDICAL DIRECTOR40 $229,725$0$113,261 $342,9861
HOLLY BARCROFT GENERAL COUNSEL40 $247,867$0$74,409 $322,2761
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.40 $284,196$0$34,536 $318,7322
WILLIAM LEAHY DEAN OF ENROLLMENT40 $196,827$0$107,804 $304,6311
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
MORGAN C SZE PRESIDENT/TRUSTEE2 $0$0$0 $01
DEIDRE G O'BYRNE VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
E JANNEY WILSON TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SERENA WILLE SIDES TRUSTEE2 $0$0$0 $01
SUZI K COHEN TRUSTEE2 $0$0$0 $01
CLAUDINE GAY TRUSTEE2 $0$0$0 $01
PETER A GEORGESCU TRUSTEE2 $0$0$0 $01
KRISTYN MCLEOD VAN OSTERN TRUSTEE2 $0$0$0 $01
JACQUELINE J HAYES TRUSTEE2 $0$0$0 $01
CIA BUCKLEY MARAKOVITS TRUSTEE2 $0$0$0 $01
SANJAY SHETTY TRUSTEE2 $0$0$0 $01
A GENISHA SAVERIMUTHU TRUSTEE2 $0$0$0 $01
IRA D HELFAND TRUSTEE2 $0$0$0 $01
SCOTT SANG-WON HAHN TRUSTEE2 $0$0$0 $01
ELIZABETH A FLEMING TRUSTEE2 $0$0$0 $01
2019 · 28 people listed · 9 paid, $2.8M · 1,323 employees · 4,479 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM RAWSON PRINCIPAL40 $442,341$0$64,638 $506,9791
JUSTIN MERRILL DIRECTOR OF INVESTMENTS40 $331,749$0$88,429 $420,1781
KATHARINA LILLY MEDICAL DIRECTOR40 $210,683$0$144,346 $355,0291
MARIJKA BEAUCHESNE CFO40 $297,552$0$46,056 $343,6082
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.40 $279,658$0$34,032 $313,6902
HOLLY BARCROFT GENERAL COUNSEL40 $244,662$0$68,668 $313,3301
WILLIAM LEAHY DEAN OF ENROLLMENT40 $193,571$0$96,856 $290,4271
DAVID W HANSON FORMER CFO0 $162,500$0$0 $162,5001
LISA MACFARLANE FORMER PRINCIPAL0 $105,703$0$0 $105,7031
WOLE C COAXUM VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
WALTER C DONOVAN TRUSTEE2 $0$0$0 $01
JOHN A DOWNER PRESIDENT/TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
MORGAN C SZE TRUSTEE2 $0$0$0 $01
CIATTA Z BAYSAH TRUSTEE2 $0$0$0 $01
DANIEL C OAKLEY TRUSTEE2 $0$0$0 $01
DEIDRE O'BYRNE TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
JANNEY E WILSON TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SERENA WILLE SIDES TRUSTEE2 $0$0$0 $01
SUZI K COHEN TRUSTEE2 $0$0$0 $01
CLAUDINE GAY TRUSTEE2 $0$0$0 $01
PETER A GEORGESCU TRUSTEE2 $0$0$0 $01
KRISTYN MCLEOD VAN OSTERN TRUSTEE2 $0$0$0 $01
JACQUELINE HAYES TRUSTEE2 $0$0$0 $01
CIA BUCKLEY MARAKOVITS TRUSTEE2 $0$0$0 $01
2018 · 27 people listed · 7 paid, $2.4M · 1,261 employees · 5,144 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA MACFARLANE FORMER PRINCIPAL40 $488,285$0$61,760 $550,0451
JUSTIN MERRILL DIRECTOR OF INVESTMENTS40 $321,537$0$57,662 $379,1991
DAVID W HANSON FORMER CFO40 $342,104$0$27,964 $370,0681
MARIJKA BEAUCHESNE CFO40 $253,007$0$40,451 $293,4582
HOLLY BARCROFT GENERAL COUNSEL40 $225,314$0$60,867 $286,1811
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.40 $244,434$0$34,732 $279,1662
WILLIAM RAWSON PRINCIPAL40 $210,814$0$52,096 $262,9101
WOLE C COAXUM VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 $0$0$0 $01
WALTER C DONOVAN TRUSTEE2 $0$0$0 $01
JOHN A DOWNER PRESIDENT/TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
MORGAN C SZE TRUSTEE2 $0$0$0 $01
CIATTA Z BAYSAH TRUSTEE2 $0$0$0 $01
DANIEL C OAKLEY TRUSTEE2 $0$0$0 $01
DEIDRE O'BYRNE TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
JANNEY E WILSON TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SERENA WILLE SIDES TRUSTEE2 $0$0$0 $01
SUZI K COHEN TRUSTEE2 $0$0$0 $01
CLAUDINE GAY TRUSTEE2 $0$0$0 $01
PETER A GEORGESCU TRUSTEE2 $0$0$0 $01
KRISTYN MCLEOD VAN OSTERN TRUSTEE2 $0$0$0 $01
2017 · 28 people listed · 7 paid, $2.3M · 1,236 employees · 4,751 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA MACFARLANE PRINCIPAL38 $439,769$0$80,755 $520,5241
DAVID W HANSON CFO38 $317,596$0$42,640 $360,2361
JUSTIN MERRILL DIRECTOR OF INVESTMENTS38 $259,866$0$55,516 $315,3821
WILLIAM LEAHY DEAN OF ENROLLMENT38 $200,389$0$87,727 $288,1161
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.38 $232,000$0$53,237 $285,2372
HOLLY BARCROFT GENERAL COUNSEL38 $214,609$0$58,641 $273,2501
CHARLES RAMSAY DIRECTOR OF PRINC.& MAJ GIFTS38 $179,705$0$52,756 $232,4611
WOLE C COAXUM VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 $0$0$0 $01
WALTER C DONOVAN TRUSTEE2 $0$0$0 $01
JOHN A DOWNER PRESIDENT/TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
MORGAN C SZE TRUSTEE2 $0$0$0 $01
DAVID E GOEL TRUSTEE2 $0$0$0 $01
KERRY LANDRETH REED TRUSTEE2 $0$0$0 $01
DEIDRE O'BYRNE TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
JACQUELINE J HAYES TRUSTEE2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE2 $0$0$0 $01
SERENA WILLE SIDES TRUSTEE2 $0$0$0 $01
NANCY H WILDER TRUSTEE2 $0$0$0 $01
SUZI K COHEN TRUSTEE2 $0$0$0 $01
CLAUDINE GAY TRUSTEE2 $0$0$0 $01
PETER A GEORGESCU TRUSTEE2 $0$0$0 $01
KRISTYN MCLEOD VAN OSTERN TRUSTEE2 $0$0$0 $01
2016 · 28 people listed · 8 paid, $2.2M · 1,272 employees · 4,732 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA MACFARLANE PRINCIPAL38 $385,057$0$79,574 $464,6311
RONALD KIM ASSISTANT PRINCIPAL38 $195,157$0$130,868 $326,0251
DAVID W HANSON CFO38 $266,383$0$40,549 $306,9321
HAROLD BROWN DIRECTOR ALUMNI/AE & INTERNATL38 $202,805$0$66,232 $269,0371
ROGER WAKEMAN DIR. FACILITIES MANAGEMENT38 $201,544$0$46,780 $248,3241
JUSTIN MERRILL DIRECTOR OF INVESTMENTS & FIN.38 $201,592$0$45,260 $246,8521
MORGAN DUDLEY DIRECTOR INSTITUTIONAL ADV.38 $190,838$0$41,483 $232,3212
THOMAS E HASSAN FORMER PRINCIPAL (END 8/31/15)0 $100,209$0$15,546 $115,7551
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
WALTER C DONOVAN TRUSTEE2 $0$0$0 $01
JOHN A DOWNER TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
EUNICE JOHNSON PANETTA PRESIDENT/TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
REMY WHITE TRAFELET TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
MORGAN C SZE TRUSTEE2 $0$0$0 $01
DAVID E GOEL TRUSTEE2 $0$0$0 $01
KERRY LANDRETH REED TRUSTEE2 $0$0$0 $01
DEIDRE O'BYRNE TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
JACQUELINE J HAYES TRUSTEE (AS OF 7/1/16)2 $0$0$0 $01
PETER M SCOCIMARA TRUSTEE (AS OF 7/1/16)2 $0$0$0 $01
SERENA WILLE SIDES TRUSTEE (AS OF 7/1/16)2 $0$0$0 $01
NANCY H WILDER TRUSTEE (AS OF 7/1/16)2 $0$0$0 $01
EIICHIRO KUWANA TRUSTEE (THRU DECEMBER 2016)2 $0$0$0 $01
2015 · 28 people listed · 8 paid, $2.3M · 1,271 employees · 4,388 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS E HASSAN FORMER PRINCIPAL (END 8/31/15)38 $465,336$0$85,030 $550,3661
RONALD KIM DEAN OF FACULTY/ASST PRINCIPAL38 $185,456$0$112,989 $298,4451
DAVID W HANSON CFO38 $258,164$0$39,427 $297,5911
HAROLD BROWN DIRECTOR ALUMNI/AE & INTERNATL38 $224,595$0$70,082 $294,6771
ROGER WAKEMAN DIR. FACILITIES MANAGEMENT38 $197,871$0$44,039 $241,9101
JUSTIN MERRILL DIRECTOR OF INVESTMENTS & FIN.38 $197,777$0$43,201 $240,9781
DIANE FANDRICH DIRECTOR ITS38 $163,368$0$20,163 $183,5311
LISA MACFARLANE PRINCIPAL (START 9/1/15)38 $140,179$0$24,779 $164,9581
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
FLOBELLE BURDEN DAVIS TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
WALTER C DONOVAN TRUSTEE2 $0$0$0 $01
JOHN A DOWNER TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
EUNICE JOHNSON PANETTA PRESIDENT/TRUSTEE2 $0$0$0 $01
WILLIAM K RAWSON TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
REMY WHITE TRAFELET TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
MORGAN C SZE TRUSTEE2 $0$0$0 $01
JONATHAN W GALASSI TRUSTEE2 $0$0$0 $01
DAVID E GOEL TRUSTEE2 $0$0$0 $01
KERRY LANDRETH REED TRUSTEE2 $0$0$0 $01
MITCHELL BRADBURY TRUSTEE2 $0$0$0 $01
DEIDRE O'BYRNE TRUSTEE2 $0$0$0 $01
EIICHIRO KUWANA TRUSTEE(AS OF 7/1/15)2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE (AS OF 7/1/15)2 $0$0$0 $01
2014 · 26 people listed · 7 paid, $2.4M · 1,285 employees · 4,728 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS E HASSAN PRINCIPAL38 $551,143$0$299,463 $850,6061
EDWARD W PROBERT DIR INSTITUTIONAL ADVANCEMENT38 $239,790$0$50,114 $289,9041
DAVID W HANSON CFO38 $248,974$0$34,654 $283,6281
RONALD KIM DEAN OF FACULTY38 $163,267$0$99,855 $263,1221
ROGER WAKEMAN DIR. FACILITIES MANAGEMENT38 $193,967$0$42,190 $236,1571
JUSTIN MERRILL DIRECTOR OF INVESTMENTS & FIN.38 $189,223$0$32,884 $222,1071
RONALD P SUDUIKO DIRECTOR OF MAJOR GIFTS38 $179,479$0$39,054 $218,5331
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
FLOBELLE BURDEN DAVIS TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 $0$0$0 $01
WALTER C DONOVAN TRUSTEE2 $0$0$0 $01
JOHN A DOWNER TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
G THOMPSON HUTTON PRESIDENT/TRUSTEE2 $0$0$0 $01
EUNICE JOHNSON PANETTA VICE PRESIDENT/TRUSTEE2 $0$0$0 $01
WILLIAM K RAWSON TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
REMY WHITE TRAFELET TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
MORGAN C SZE TRUSTEE2 $0$0$0 $01
JONATHAN W GALASSI TRUSTEE2 $0$0$0 $01
DAVID E GOEL TRUSTEE2 $0$0$0 $01
KERRY LANDRETH REED TRUSTEE2 $0$0$0 $01
MITCHELL BRADBURY TRUSTEE (AS OF 7/2014)2 $0$0$0 $01
DEIDRE O'BYRNE TRUSTEE (AS OF 7/2014)2 $0$0$0 $01
2013 · 28 people listed · 8 paid, $2.0M · 1,288 employees · 4,445 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS E HASSAN PRINCIPAL38 $361,922$0$134,377 $496,2991
EDWARD W PROBERT DIR INSTITUTIONAL ADVANCEMENT38 $233,344$0$49,562 $282,9061
RONALD KIM DEAN OF FACULTY38 $151,521$0$78,744 $230,2651
RONALD P SUDUIKO DIRECTOR OF MAJOR GIFTS38 $173,621$0$56,260 $229,8811
ROGER WAKEMAN DIR. FACILITIES MANAGEMENT38 $177,843$0$39,625 $217,4681
JUSTIN MERRILL INTERIM CFO 7/1/13 to 1/21/1438 $157,944$0$33,329 $191,2731
DIANE FANDRICH DIR. OF INFORMATION TECHNOLOGY38 $155,953$0$19,238 $175,1911
CHRISTOPHER V WEJCHERT FORMER CFO Until 6/30/201338 $126,193$0$26,902 $153,0951
WOLE CCOAXUM TRUSTEE2 --- $01
FLOBELLE BURDEN DAVIS TRUSTEE2 --- $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 --- $01
WALTER C DONOVAN TRUSTEE2 --- $01
JOHN ADOWNER TRUSTEE2 --- $01
MARK A EDWARDS TRUSTEE2 --- $01
DAVID R HORN TRUSTEE2 --- $01
G THOMPSON HUTTON PRESIDENT/TRUSTEE2 --- $01
EUNICE JOHNSON PANETTA VICE PRESIDENT/TRUSTEE2 --- $01
WILLIAM K RAWSON TRUSTEE2 --- $01
NINA D RUSSELL MD TRUSTEE2 --- $01
J DOUGLAS SMITH TRUSTEE2 --- $01
REMY WHITE TRAFELET TRUSTEE2 --- $01
JENNIFER P HOLLERAN TRUSTEE2 --- $01
DELLA SPRING TRUSTEE2 --- $01
MORGAN C SZE TRUSTEE2 --- $01
JONATHAN W GALASSI TRUSTEE2 --- $01
DAVID E GOEL TRUSTEE2 --- $01
KERRY LANDRETH REED TRUSTEE2 --- $01
DAVID W HANSON CFO as of 1/21/1438 --- $01
2012 · 26 people listed · 7 paid, $1.9M · 1,244 employees · 3,695 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS E HASSAN PRINCIPAL38 $361,922$0$124,824 $486,7461
EDWARD W PROBERT DIR INSTITUTIONAL ADVANCEMENT38 $224,905$0$86,342 $311,2471
CHRISTOPHER V WEJCHERT CFO38 $247,488$0$52,129 $299,6171
WILLIAM C DAVISON DIR. PRINCIPLE/MAJOR GIFTS38 $213,751$0$42,359 $256,1101
ROGER WAKEMAN DIR. FACILITIES MANAGEMENT38 $159,371$0$42,047 $201,4181
BEATRICE J QUINN DIR. COMMUNICATIONS38 $153,119$0$25,899 $179,0181
DIANE FANDRICH DIR. OF INFORMATION TECHNOLOGY38 $150,693$0$18,607 $169,3001
FLOBELLE BURDEN DAVIS TRUSTEE2 --- $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 --- $01
WALTER C DONOVAN TRUSTEE2 --- $01
JONATHAN W GALASSI TRUSTEE2 --- $01
DAVID R HORN TRUSTEE2 --- $01
G THOMPSON HUTTON PRESIDENT/TRUSTEE2 --- $01
ALAN R JONES TRUSTEE2 --- $01
EUNICE JOHNSON PANETTA TRUSTEE2 --- $01
WILLIAM K RAWSON TRUSTEE2 --- $01
NINA D RUSSELL MD TRUSTEE2 --- $01
ROBERT SILBERMAN TRUSTEE2 --- $01
J DOUGLAS SMITH TRUSTEE2 --- $01
REMY WHITE TRAFELET TRUSTEE2 --- $01
JOHN A DOWNER TRUSTEE2 --- $01
JENNIFER P HOLLERAN TRUSTEE2 --- $01
WOLE C COAXUM TRUSTEE2 $0$0$0 $01
MARK A EDWARDS TRUSTEE2 $0$0$0 $01
DELLA SPRING TRUSTEE2 $0$0$0 $01
MORGAN C SZE TRUSTEE2 $0$0$0 $01
2011 · 25 people listed · 7 paid, $1.8M · 1,218 employees · 3,827 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS E HASSAN PRINCIPAL38 $332,309$0$131,725 $464,0341
CHRISTOPHER V WEJCHERT CFO38 $239,870$0$49,777 $289,6471
EDWARD W PROBERT DIR INSTITUTIONAL ADVANCEMENT38 $209,916$0$77,726 $287,6421
WILLIAM C DAVISON DIR. PRINCIPLE/MAJOR GIFTS38 $204,911$0$40,160 $245,0711
ROGER WAKEMAN DIR. FACILITIES MANAGEMENT38 $154,593$0$40,243 $194,8361
CATHERINE ANATONE DIR. HUMAN RESOURCES38 $141,074$0$33,378 $174,4521
BEATRICE J QUINN DIR. COMMUNICATIONS38 $147,631$0$25,556 $173,1871
DAVID O BEIM TRUSTEE2 $0$0$0 $01
FLOBELLE BURDEN DAVIS TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 $0$0$0 $01
WALTER C DONOVAN TRUSTEE2 $0$0$0 $01
JONATHAN W GALASSI TRUSTEE2 $0$0$0 $01
DAVID R HORN TRUSTEE2 $0$0$0 $01
G THOMPSON HUTTON PRESIDENT/TRUSTEE2 $0$0$0 $01
ALLAN R JONES TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
EUNICE JOHNSON PANETTA TRUSTEE2 $0$0$0 $01
WILLIAM K RAWSON TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
ROBERT SILBERMAN TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
REMY WHITE TRAFELET TRUSTEE2 $0$0$0 $01
MORRISON D WEBB TRUSTEE2 $0$0$0 $01
JOHN A DOWNER TRUSTEE2 $0$0$0 $01
JENNIFER P HOLLERAN TRUSTEE2 $0$0$0 $01
2010 · 26 people listed · 9 paid, $2.1M · 1,213 employees · 3,340 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS E HASSAN PRINCIPAL38 $301,510$0$121,152 $422,6621
TYLER C TINGLEY FORMER PRINCIPAL38 $300,400$0$36,004 $336,4041
JAMES M THEISEN DIR ALUMNI AFFAIRS & DEV38 $253,930$0$45,580 $299,5101
EDWARD W PROBERT DIR INSTITUTIONAL ADVANCEMENT38 $171,814$0$69,217 $241,0311
WILLIAM C DAVISON DIR MAJOR GIFTS/INST ADVANCEMT38 $197,122$0$38,849 $235,9711
JAY H MARTIN DIRECTOR - ITS38 $146,784$0$35,099 $181,8831
JULIE QUINN DIRECTOR - COMMUNICATIONS38 $143,091$0$25,630 $168,7213
JOSEPH FELLOWS FORMER CHIEF FINANCIAL OFFICER38 $111,450$0$23,056 $134,5062
CHRISTOPHER V WEJCHERT CFO (SINCE AUGUST 2010)38 $93,817$0$18,934 $112,7511
DAVID O BEIM TRUSTEE2 $0$0$0 $01
FLOBELLE BURDEN DAVIS TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 $0$0$0 $01
WALTER DONOVAN TRUSTEE2 $0$0$0 $01
JONATHAN W GALASSI TRUSTEE2 $0$0$0 $01
ROBERT HO TRUSTEE2 $0$0$0 $01
DAVID R HORN TRUSTEE2 $0$0$0 $01
G THOMPSON HUTTON PRESIDENT/TRUSTEE2 $0$0$0 $01
ALLAN R JONES TRUSTEE2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
EUNICE JOHNSON PANETTA TRUSTEE2 $0$0$0 $01
WILLIAM K RAWSON TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
ROBERT SILBERMAN TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
REMY WHITE TRAFELET TRUSTEE2 $0$0$0 $01
MORRISON D WEBB TRUSTEE2 $0$0$0 $01
2009 · 26 people listed · 8 paid, $2.6M · 1,227 employees · 2,215 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TYLER C TINGLEY FORMER PRINCIPAL38 $700,443$0$64,810 $765,2531
THOMAS E HASSAN PRINCIPAL38 $224,371$0$115,868 $340,2391
JAMES M THEISEN DIR ALUMNI AFFAIRS & DEV38 $250,124$0$46,018 $296,1421
JOSEPH E FELLOWS cfo38 $232,124$0$49,547 $281,6712
EDWARD W PROBERT CAMPAIGN DIRECTOR AA&D38 $183,767$0$71,029 $254,7961
WILLIAM C DAVISON DIR MAJOR GIFTS AA&D38 $193,914$0$39,020 $232,9341
ROGER F WAKEMAN DIRECTOR FACILITIES MGMT38 $142,189$0$77,601 $219,7901
JAY H MARTIN DIR OF TECHNOLOGY SERVICES38 $144,372$0$36,041 $180,4131
DAVID O BEIM TRUSTEE2 $0$0$0 $01
LEIGH A BONNEY TRUSTEE2 $0$0$0 $01
JOHN R ETTINGER TRUSTEE2 $0$0$0 $01
MARC CHOPIN DE LA BRUYERE TRUSTEE2 $0$0$0 $01
J DOUGLAS SMITH TRUSTEE2 $0$0$0 $01
ROBERT A HO TRUSTEE2 $0$0$0 $01
G THOMPSON HUTTON PRESIDENT / TRUSTEE2 $0$0$0 $01
ALAN R JONES TRUSTEE2 $0$0$0 $01
NINA D RUSSELL MD TRUSTEE2 $0$0$0 $01
EUNICE JOHNSON PANETTA TRUSTEE2 $0$0$0 $01
WILLIAM K RAWSON TRUSTEE2 $0$0$0 $01
FLOBELLE BURDEN DAVIS TRUSTEE2 $0$0$0 $01
JOHN A DOWNER TRUSTEE2 $0$0$0 $01
MONICA J SHELTON REUSCH TRUSTEE2 $0$0$0 $01
REMY WHITE TRAFELET trustee2 $0$0$0 $01
JONATHAN W GALASSI trustee2 $0$0$0 $01
SALLY JUTABHA MICHAELS TRUSTEE2 $0$0$0 $01
ROBERT S SILBERMAN TRUSTEE2 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $40.4M
NameLocationServicePaid
HARVEY CONSTRUCTION CO INCBEDFORD, NHCONSTRUCTION SERVICES$34,064,482
CONSIGLI CONSTRUCTION CO INCMILFORD, NHCONSTRUCTION SERVICES$4,570,742
BEYER BLINDER BELLE ARCH & PLANNERS LLPNEW YORK, NYARCHITECT CONSULTING$659,742
MARTINI NORTHERN LLCNEWFIELDS, NHCONTRACT SERVICES$603,640
BLACKBAUD INCCHARLESTON, SCIT CONSULTING SERVICES$514,245
2023 · 5 contractors · $22.8M
NameLocationServicePaid
HARVEY CONSTRUCTION CORPBEDFORD, NHCONTRACT SERVICES$10,430,551
MARTINI NORTHERN LLCNEWFIELDS, NHCONTRACT SERVICES$7,839,586
ROBERT AM STERN ARCHITECTS LLPNEW YORK, NYCONTRACT SERVICES$1,835,086
BEYER BLINDER BELLE ARCHITECTS PLNEW YORK, NYARCHITECT CONSULTING$1,793,800
UKG INCWESTON, FLIT CONSULTING SVCS$862,270
2022 · 5 contractors · $21.0M
NameLocationServicePaid
WINDOVER CONSTRUCTION INCBEVERLY, MACONTRACT SERVICES$17,235,458
ROBERT AM STERN ARCHITECTS LLPNEW YORK, NYCONTRACT SERVICES$1,066,292
MARTINI NORTHERN LLCNEWFIELDS, NHCONTRACT SERVICES$1,024,526
HIGHSTREET IT SOLUTIONS LLCROCKVILLE, MDIT CONSULTING SVCS$961,551
BEYER BLINDER BELLE ARCHITECTS PLNEW YORK, NYARCHITECT CONSULTING$715,616
2021 · 5 contractors · $6.6M
NameLocationServicePaid
WINDOVER CONSTRUCTION INCBEVERLY, MACONTRACT SERVICES$3,023,494
SHAWMUT DESIGN CONSTRUCTIONBOSTON, MACONTRACT SERVICES$1,440,493
ROBERT AM STERN ARCHITECTS LLPNEW YORK, NYCONTRACT SERVICES$912,235
THE SLAM COLLABORATIVEGLASTONBURY, CTCONTRACT SERVICES$725,054
DAVID W WHITE SON INCBOW, NHCONTRACT SERVICES$503,345
2020 · 5 contractors · $11.3M
NameLocationServicePaid
SHAWMUT DESIGN CONSTRUCTIONBOSTON, MACONTRACT SERVICES$6,334,756
CUTLER ASSOCIATESWORCESTER, MACONTRACT SERVICES$3,447,841
THE SLAM COLLABORATIVEGLASTONBURY, CTCONTRACT SERVICES$668,290
ANN BEHA ARCHITECTSBOSTON, MACONTRACT SERVICES$471,509
FERRILLI INFORMATION GROUPHADDONFIELD, NJIT CONTRACT SERVICES$400,020
2019 · 5 contractors · $5.7M
NameLocationServicePaid
SHAWMUT DESIGN CONSTRUCTIONBOSTON, MACONTRACT SERVICES$2,709,251
CUTLER ASSOCIATESWORCESTER, MACONTRACT SERVICES$1,761,817
FERRILLI INFORMATION GROUPHADDONFIELD, NJIT CONTRACT SERVICES$453,625
JM PROFESSIONAL PAINTINGEVERETT, MACONTRACT SERVICES$449,932
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT SERVICES$315,828
2018 · 5 contractors · $16.0M
NameLocationServicePaid
DANIEL O'CONNELL SONS INCHOLYOKE, MACONTRACT SERVICES$8,463,520
HARVEY CONSTRUCTION COBEDFORD, NHCONTRACT SERVICES$4,972,336
NIXON PEABODY LLPNEW YORK, NYLEGAL SERVICES$1,159,962
TOD WILLIAMS BILLIE TSIEN ARCHITECTNEW YORK, NYARCHITECTURAL$738,517
ANN BEHA ARCHITECTSBOSTON, MAARCHITECTURAL$698,397
2017 · 5 contractors · $23.5M
NameLocationServicePaid
HARVEY CONSTRUCTION COBEDFORD, NHCONTRACT SERVICES$10,863,320
DANIEL O'CONNELL SONS INCHOLYOKE, MACONTRACT SERVICES$8,412,023
NIXON PEABODY LLPNEW YORK, NYLEGAL SERVICES$1,812,394
ARCBOSTON, MAARCHITECTURAL$1,242,454
TOD WILLIAMS BILLIE TSIEN ARCHITECTNEW YORK, NYARCHITECTURAL$1,142,225
2016 · 5 contractors · $14.3M
NameLocationServicePaid
CONSIGLI CONSTRUCTIONMILFORD, MACONTRACT SERVICES$5,036,049
TOD WILLIAMS BILLIE TSIEN ARCHITECTNEW YORK, NYARCHITECTURAL$2,893,615
HARVEY CONSTRUCTION COBEDFORD, NHCONTRACT SERVICES$2,600,956
DANIEL O'CONNELL SONS INCHOLYOKE, MACONTRACT SERVICES$2,092,029
ARCBOSTON, MAARCHITECTURAL$1,722,029
2015 · 5 contractors · $11.3M
NameLocationServicePaid
CUTLER ASSOCIATESWINCHESTER, MACONTRACT SERVICES$3,562,573
ENGELBERTH CONSTRUCTIONCOLCHESTER, VTCONTRACT SERVICES$2,628,741
CONSIGLI CONSTRUCTIONMILFORD, MACONTRACT SERVICES$2,516,903
ARCBOSTON, MAARCHITECTURAL$1,401,088
QUIRK CONSTRUCTIONGEORGETOWN, MACONTRACT SERVICES$1,175,717
2014 · 5 contractors · $8.1M
NameLocationServicePaid
CUTLER ASSOCIATESWINCHESTER, MACONTRACT SERVICES$3,833,608
HARVEY CONSTRUCTION COMPANYBEDFORD, NHCONTRACT SERVICES$1,848,479
ARCBOSTON, MAArchitectural$1,023,967
MORGAN STANLEY PRIME BROKERAGENEW YORK, NYINVESTMENT SERVICES$746,639
HINTZ HOLMAN ROBILLARDBERKLEY HEIGHTS, NJINVESTMENT SERVICES$662,230
2013 · 5 contractors · $8.1M
NameLocationServicePaid
WINDOVER CONSTRUCTIONCONTRACT SERVICES$2,636,398
HARVEY CONSTRUCTION COMPANYCONTRACT SERVICES$2,426,473
CUTLER ASSOCIATESCONTRACT SERVICES$1,470,008
HINTZHOLMAN ROBILLARDINVESTMENT SERVICES$1,248,259
MCLANEGRAFRAULERSON MIDDLETONLEGAL SERVICES$352,845
2012 · 5 contractors · $7.8M
NameLocationServicePaid
HARVEY CONSTRUCTION COMPANYBEDFORD, NHCONTRACT SERVICES$5,553,664
ARCCAMBRDIGE, MAARCHITECTURAL SVCS$831,138
RIST-FROST SHUMWAY ENGINEERINGLACONIA, NHENGINEERING SERVICES$525,984
MILLER DYER SPEARS INCBOSTON, MAArchitectural Svcs$436,947
BUILD-IT CONSTRUCTION SERVICESSALEM, NHCONTRACT SERVICES$413,959
2011 · 5 contractors · $8.0M
NameLocationServicePaid
HARVEY CONSTRUCTION COMPANYBEDFORD, NHCONTRACT SERVICES$2,922,035
SHAWMUT CONSTRUCTIONCAMBRIDGE, MAARCHITECTURAL SVCS$2,650,920
ARCCAMBRDIGE, MAARCHITECTURAL SVCS$1,404,383
RIST-FROST SHUMWAY ENGINEERINGLACONIA, NHENGINEERING SERVICES$536,785
PREISNER CONSTRUCTIONHAMPTON, NHCONTRACT SERVICES$490,529
2010 · 5 contractors · $8.2M
NameLocationServicePaid
HARVEY CONSTRUCTION COMPANYBEDFORD, NHCONTRACT SERVICES$3,267,483
SHAWMUT CONSTRUCTIONCAMBRIDGE, MAARCHITECTURAL SVCS$2,377,846
HINTZ HOLMAN ROBILLARDBERKELEY HEIGHTS, NJINVESTMENT MGMT$1,222,807
RIST-FROST SHUMWAY ENGINEERINGLACONIA, NHENGINEERING SERVICES$781,925
BUILD-IT CONSTRUCTIONSALEM, NHCONTRACT SERVICES$546,238
2009 · 5 contractors · $3.6M
NameLocationServicePaid
HARVEY CONSTRUCTION CONTRACTORSBEDFORD, NHCONTRACT SERVICES$1,122,900
Hintz Holman RobillardBERKELEY HEIGHTS, NJINVESTMENT MGMT$864,352
Rist-Frost-Shumway EngineeringLACONIA, NHEngineering Serv.$778,566
ARCCAMBRIDGE, MAArchitectural Serv.$593,453
LINDSAY GOLDBERGNEW YORK, NYINVESTMENT MGMT$247,272

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$239,865,952$166,349,787 $2,196,295,020$2,015,469,313 $33,235,586$81,450,292 $1,223,4521,3144,177
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$187,279,148$158,188,218 $2,078,494,595$1,885,233,550 $18,954,636$76,281,596 $1,080,8901,2544,244
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$153,586,037$153,168,212 $2,002,825,149$1,810,951,964 $37,964,153$72,411,939 $1,090,7001,2063,903
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$231,466,382$143,695,561 $1,905,644,826$1,707,863,640 $55,133,970$66,883,911 $846,4071,1573,380
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$245,618,588$141,057,738 $2,084,878,320$1,874,948,129 $50,175,585$60,246,648 $844,6111,1123,663
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$161,625,804$131,491,472 $1,715,514,168$1,546,030,825 $19,526,643$63,407,545 $825,3141,3234,479
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$175,100,100$129,183,833 $1,726,083,549$1,547,207,771 $21,888,460$65,445,655 $848,7651,2615,144
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$196,784,881$126,325,308 $1,713,668,931$1,540,713,599 $29,490,880$61,991,029 $947,5231,2364,751
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$145,340,776$124,133,443 $1,622,609,153$1,447,982,672 $20,288,108$59,179,063 $789,8231,2724,732
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$192,251,642$117,402,702 $1,508,967,364$1,325,572,775 $47,217,066$58,035,663 $838,6311,2714,388
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$135,393,715$113,244,067 $1,518,753,532$1,371,775,063 $23,523,287$56,966,864 $705,5321,2854,728
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$169,997,187$108,784,256 $1,511,337,203$1,370,397,783 $23,904,289$56,318,515 $767,7441,2884,445
2012 · Form 990 period ending 2013-06-30 · amended · view filing · original 990 ↗
$144,898,943$102,238,557 $1,399,135,646$1,266,266,257 $15,765,028$53,646,504 $710,5931,2443,695
2012 · Form 990 period ending 2013-06-30 · superseded · view filing · original 990 ↗
$144,898,943$102,238,557 $1,399,135,646$1,266,266,257 $15,765,028$53,646,504 $710,5931,2443,695
2011 · Form 990 period ending 2012-06-30 · amended · view filing · original 990 ↗
$148,170,146$98,138,829 $1,295,083,866$1,152,302,339 $21,446,108$50,548,182 $687,8981,2183,827
2011 · Form 990 period ending 2012-06-30 · superseded · view filing · original 990 ↗
$148,170,146$98,138,829 $1,295,083,866$1,152,302,339 $21,446,108$50,548,182 $687,8981,2183,827
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$94,471,790$98,336,389 $1,297,006,603$1,171,492,948 $28,177,981$47,684,164 $679,9471,2133,340
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$77,951,080$89,756,383 $1,179,439,142$1,049,188,554 $12,735,963$46,184,035 $651,7051,2272,215

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

275 grantors reported grants to this organization, $95,348,279 in all, tax years 2009 to 2025; the 25 largest shown (all 275). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016-2024 9$37,522,936 2024$1,205,242
show
GALASHIELS FUND LTD Private foundation Fuzzy filed as “Phillips Exeter Academy” 2015-2016 2$10,000,000 2016$5,000,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2014-2024 11$6,599,892 2024$1,115,422
show
NATIONAL PHILANTHROPIC TR DAF sponsor Exact 2014-2024 11$5,207,204 2024$1,184,367
show
STORY GARSCHINA FOUNDATION Private foundation Fuzzy filed as “PHILLIPS EXETER ACADEMY” 2019-2023 5$3,765,466 2023$600,000
show
MULBERRY ESSENCE FOUNDATION Private foundation Fuzzy filed as “PHILLIPS EXETER ACADEMY” 2016-2024 18$3,660,500 2024$300,500
show
MS-SC TRUST FBO PHILLIPS EXETER ACADEMY Public charity Fuzzy filed as “PHILLIPS EXETER ACADEMY” 2018-2021 4$2,200,336 2021$1,500,000
show
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor Exact 2019-2024 8$1,617,341 2024$70,591
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2020-2024 5$1,524,018 2024$183,734
show
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor Exact 2010-2016, 2018, 2020-2021, 2023-2024 12$1,399,890 2024$417,890
show
ROCKEFELLER PHILANTHROPY ADVISORS INC DAF sponsor Exact 2015, 2019-2021 4$1,223,056 2021$750,000
show
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor Exact 2017-2024 8$1,170,001 2024$197,000
show
YOCUM FAMILY PERPETUAL CHARITABLE TR Public charity Exact 2020-2022, 2025 4$1,069,987 2025$426,557
show
TOLEDO COMMUNITY FOUNDATION DAF sponsor Exact 2012-2024 13$775,000 2024$25,000
show
FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC DAF sponsor Exact 2010-2013, 2015-2016 8$754,281 2016$150,500
show
GREY ROCKS FOUNDATION INC Private foundation Fuzzy filed as “Phillips Exeter Academy”, “PHILLIPS EXETER ACADEMY” 2012-2016, 2019-2020, 2022-2024 10$750,000 2024$172,500
show
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2019-2025 7$661,126 2025$104,328
show
SOURCE OF HOPE FOUNDATION Private foundation Fuzzy filed as “PHILLIPS EXETER ACADEMY” 2022-2023 2$600,000 2023$300,000
show
HEINZ FAMILY FOUNDATION Private foundation Fuzzy filed as “PHILLIPS EXETER ACADEMY” 2016-2024 9$488,000 2024$59,000
show
NEW HAMPSHIRE CHARITABLE FOUNDATION DAF sponsor Exact 2010-2023 22$475,582 2023$10,228
show
THE AYCO CHARITABLE FOUNDATION DAF sponsor Exact 2019-2024 6$460,600 2024$77,100
show
CHARITIES AID FOUNDATION AMERICA DAF sponsor Exact 2012, 2015-2016, 2018, 2020-2024 10$440,867 2024$14,551
show
ARNOLD T GERSTELL CHARITABLE TRUST Private foundation Fuzzy filed as “PHILLIPS EXETER ACADEMY” 2019-2025 7$382,450 2025$56,482
show
THE EBERSTADT-KUFFNER FUND INC Private foundation Fuzzy filed as “PHILLIPS EXETER ACADEMY” 2020-2025 6$362,500 2025$57,500
show
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor Exact 2013-2017, 2019-2024 11$345,560 2024$32,000
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ST PAULS SCHOOLNHB25 $133,709,674$89,097,183 RECTOR$1,048,590 Same NTEE code B25, revenue within 2x, same state
TRUSTEES OF PHILLIPS ACADEMYMAB25 $207,674,447$172,225,804 CHIEF INVESTMENT OFFICER$1,205,089 Same NTEE code B25, revenue within 2x, similar mission
TRUSTEES OF DEERFIELD ACADEMYMAB25 $151,733,422$99,257,949 HEAD OF SCHOOL/TRUSTEE$1,236,393 Same NTEE code B25, revenue within 2x
TAFT SCHOOL CORPORATIONCTB25 $122,752,450$68,406,313 PRES./HEAD OF SCHOOL$665,163 Same NTEE code B25, revenue within 2x
CULVER EDUCATIONAL FOUNDATIONINB25 $140,103,439$115,107,735 Head of Schools$648,444 Same NTEE code B25, revenue within 2x
TRUSTEES OF THE LAWRENCEVILLE SCHOOLNJB25 $120,051,953$116,665,869 HEAD OF SCHOOL/ASST. SECRE$1,607,361 Same NTEE code B25, revenue within 2x
YES PREP PUBLIC SCHOOLS INCTXB25 $299,114,794$286,377,948 CEO$527,613 Same NTEE code B25, revenue within 2x
KIPP BAY AREA SCHOOLSCAB25 $168,762,594$161,983,677 CHIEF EXECUTIVE OFFICER$354,054 Same NTEE code B25, revenue within 2x
HOTCHKISS SCHOOLCTB25 $126,383,221$96,065,613 HEAD OF SCHOOL$1,247,135 Same NTEE code B25, revenue within 2x
PINKERTON ACADEMYNHB25 $60,120,504$56,082,255 HEAD OF SCHOOL$261,491 Same NTEE code B25, revenue within 5x, same state
BLAIR ACADEMYNJB25 $55,548,229$47,439,067 HEAD OF SCHOOL$736,904 Same NTEE code B25, revenue within 5x
TABOR ACADEMYMAB25 $66,116,124$48,351,758 HEAD OF SCHOOL$622,041 Same NTEE code B25, revenue within 5x
LAKE FOREST ACADEMYILB25 $48,593,311$39,151,235 HEAD OF SCHOOL$417,850 Same NTEE code B25, revenue within 5x
GOVERNOR DUMMER ACADEMYMAB25 $55,907,425$41,073,568 HEAD OF SCHOOL$556,954 Same NTEE code B25, revenue within 5x
TRUSTEES OF THAYER ACADEMYMAB25 $56,853,378$55,855,874 HEAD OF SCHOOL$863,455 Same NTEE code B25, revenue within 5x
SOMERSET ACADEMY OF LAS VEGASNVB25 $110,984,975$113,964,187 PRINCIPAL$238,736 Same NTEE code B25, revenue within 5x
THE SEATTLE ACADEMY OF ARTS AND SCIENCESWAB25 $91,743,551$72,458,753 HEAD OF SCHOOL$944,318 Same NTEE code B25, revenue within 5x
EMMA WILLARD SCHOOLNYB25 $52,393,320$39,097,304 HEAD OF SCHOOL$759,829 Same NTEE code B25, revenue within 5x
MISS PORTERS SCHOOL INCCTB25 $53,059,482$38,054,112 HEAD OF SCHOOL$1,304,133 Same NTEE code B25, revenue within 5x
THE HILL SCHOOLPAB25 $66,765,203$57,668,094 HEAD OF SCHOOL - FORMER$694,668 Same NTEE code B25, revenue within 5x
BELMONT HILL SCHOOL INCMAB25 $73,236,485$45,839,024 Ronald M. Druker '62 Head of School-Secretary$959,168 Same NTEE code B25, revenue within 5x
CASTILLEJA SCHOOL FOUNDATIONCAB25 $55,547,071$37,116,560 FORMER HOS$1,811,706 Same NTEE code B25, revenue within 5x
INTERLOCHEN ARTS GROUPMIB25 $61,389,743$68,335,984 PRESIDENT$755,659 Same NTEE code B25, revenue within 5x
SUMMIT PUBLIC SCHOOLSCAB25 $54,305,037$56,029,612 CFO (LEFT FEB 2025)$313,198 Same NTEE code B25, revenue within 5x
THACHER SCHOOL INCCAB25 $60,773,804$59,364,347 HOS$632,141 Same NTEE code B25, revenue within 5x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$421,911,933722 872016–2024 NOBLE AND GREENOUGH SCHOOL; TRUSTEES OF PHILLIPS ACADEMY; GROTON SCHOOL; JOHN BURROUGHS SCHOOL and 83 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$203,417,255823 872014–2024 KIPP BAY AREA SCHOOLS; GROTON SCHOOL; CASTILLEJA SCHOOL FOUNDATION; PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA and 83 more
SILICON VALLEY COMMUNITY FOUNDATION funds this one DAF sponsor$130,711,090187 312010–2024 SUMMIT PUBLIC SCHOOLS; KIPP BAY AREA SCHOOLS; EASTSIDE COLLEGE PREPARATORY SCHOOL INC; CASTILLEJA SCHOOL FOUNDATION and 27 more
ARKANSAS COMMUNITY FOUNDATION INC DAF sponsor$122,680,66632 22016–2024 THADEN SCHOOL; THE BAYLOR SCHOOL
NATIONAL PHILANTHROPIC TR funds this one DAF sponsor$121,891,300592 772014–2024 TRUSTEES OF THE LAWRENCEVILLE SCHOOL; TRUSTEES OF PHILLIPS ACADEMY; THACHER SCHOOL INC; LOOMIS INSTITUTE and 73 more
R B TERRY CHARITABLE FOUNDATION INC Private foundation$52,750,00013 12012–2024 WOODBERRY FOREST SCHOOL
GATES FOUNDATION funds this one Private foundation$51,042,99671 142010–2024 SUMMIT PUBLIC SCHOOLS; KIPP BAY AREA SCHOOLS; YES PREP PUBLIC SCHOOLS INC; PERSPECTIVES CHARTER SCHOOL and 10 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one DAF sponsor$49,631,956322 752020–2024 SUMMIT PUBLIC SCHOOLS; MALVERN PREPARATORY SCHOOL; NORTHFIELD MOUNT HERMON SCHOOL; TRUSTEES OF PHILLIPS ACADEMY and 71 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC funds this one DAF sponsor$48,315,687263 572017–2024 BROOKS SCHOOL; CASTILLEJA SCHOOL FOUNDATION; CONCORD ACADEMY; GROTON SCHOOL and 53 more
DEBORAH JOY SIMON FOUNDATION Private foundation$36,500,0006 12019–2024 REGENTS OF THE MERCERSBURG COLLEGE
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC funds this one DAF sponsor$33,640,838565 762013–2024 TRUSTEES OF DEERFIELD ACADEMY; THE SEATTLE ACADEMY OF ARTS AND SCIENCES; TRUSTEES OF THE LAWRENCEVILLE SCHOOL; GROTON SCHOOL and 72 more
CHAN ZUCKERBERG INITIATIVE FOUNDATION Private foundation$28,802,7792 12018–2019 SUMMIT PUBLIC SCHOOLS
SAN FRANCISCO FOUNDATION funds this one DAF sponsor$27,846,073103 202010–2024 CATE SCHOOL; THE HILL SCHOOL; ST GEORGES SCHOOL; CASTILLEJA SCHOOL FOUNDATION and 16 more
SHELBY CULLOM DAVIS CHARITABLE FUND INC funds this one Private foundation$27,229,02143 72020–2024 HOLDERNESS SCHOOL; TRUSTEES OF THE LAWRENCEVILLE SCHOOL; BROOKS SCHOOL; TAFT SCHOOL CORPORATION and 3 more
CHARTER FUND INC Private foundation$26,460,93571 62014–2024 YES PREP PUBLIC SCHOOLS INC; KIPP BAY AREA SCHOOLS; REX AND MARGARET FORTUNE SCHOOL OF EDUCATION; SUMMIT PUBLIC SCHOOLS and 2 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $166,349,787 spent · pay $80,559,488 · grants $29,264,227 · events $1,863,101
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $57,296,169$47,265,217$4,717,771$5,313,181 34.4%
Grants to US individuals $29,264,227$29,264,227-- 17.6%
Depreciation and depletion $19,447,930$18,772,200$468,310$207,420 11.7%
Other employee benefits $11,742,897$9,705,415$972,340$1,065,142 7.1%
Occupancy $7,126,642$5,385,227$1,681,950$59,465 4.3%
Pension plan contributions $6,060,194$5,051,328$500,706$508,160 3.6%
Payroll taxes $4,236,776$3,437,674$412,666$386,436 2.5%
Fees: other services $3,808,178$2,905,553$591,394$311,231 2.3%
Information technology $3,145,638$2,716,661$268,419$160,558 1.9%
Interest $2,928,046$2,827,849$69,441$30,756 1.8%
Other (as described)FOOD/PROVISIONS $2,890,923$2,890,923-- 1.7%
Office expenses $2,662,531$2,476,905$73,876$111,750 1.6%
Other (as described)STUDENT REL. EXPENSES $2,653,315$2,602,459$36,608$14,248 1.6%
Travel $2,450,644$1,962,679$91,453$396,512 1.5%
Other (as described)PLANT REL. ACTIVITIES $1,993,801$1,924,525$48,011$21,265 1.2%
Insurance $1,979,824$999,990$942,105$37,729 1.2%
Conferences, conventions and meetings $1,863,101$1,296,598$135,320$431,183 1.1%
All other expenses $1,488,810$1,099,889$340,259$48,662 0.9%
Pay: officers, directors, trustees, key employees $1,223,452$466,751$601,117$155,584 0.7%
Fees: investment management $522,004-$522,004- 0.3%
Fees: legal $495,239-$495,239- 0.3%
Fees: accounting $452,392-$452,392- 0.3%
Other (as described)MEMBERSHIP DUES $408,095$346,225$26,583$35,287 0.2%
Advertising and promotion $208,959$153,422-$55,537 0.1%
Total$166,349,787100%

View the filing

2023 · Form 990 · $158,188,218 spent · pay $75,083,387 · grants $26,783,813 · events $2,168,912
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $53,477,180$44,026,064$4,417,544$5,033,572 33.8%
Grants to US individuals $26,783,813$26,783,813-- 16.9%
Depreciation and depletion $18,065,969$17,438,257$435,032$192,680 11.4%
Other employee benefits $10,808,574$8,941,440$885,807$981,327 6.8%
Occupancy $8,818,985$6,529,265$2,217,613$72,107 5.6%
Pension plan contributions $5,753,494$4,789,886$474,605$489,003 3.6%
Payroll taxes $3,963,249$3,209,198$387,138$366,913 2.5%
Fees: other services $3,785,257$2,917,004$563,193$305,060 2.4%
Information technology $3,261,938$2,813,805$299,425$148,708 2.1%
Interest $2,911,601$2,811,737$69,210$30,654 1.8%
Travel $2,743,252$2,232,440$82,318$428,494 1.7%
Office expenses $2,670,439$2,510,481$55,854$104,104 1.7%
Other (as described)FOOD/PROVISIONS $2,609,500$2,609,500-- 1.6%
Other (as described)STUDENT RELATED EXPENSES $2,201,162$2,145,788$36,698$18,676 1.4%
Conferences, conventions and meetings $2,168,912$1,542,226$209,254$417,432 1.4%
All other expenses $1,761,248$1,153,792$543,261$64,195 1.1%
Insurance $1,743,514$922,477$782,571$38,466 1.1%
Other (as described)PLANT RELATED ACTIVITIES $1,670,503$1,612,460$40,226$17,817 1.1%
Pay: officers, directors, trustees, key employees $1,080,890$390,513$560,206$130,171 0.7%
Fees: investment management $525,174-$525,174- 0.3%
Other (as described)MEMBERSHIP DUES $446,226$366,847$28,160$51,219 0.3%
Fees: accounting $433,152-$433,152- 0.3%
Fees: legal $272,801-$272,801- 0.2%
Advertising and promotion $231,385$167,055-$64,330 0.1%
Total$158,188,218100%

View the filing

2022 · Form 990 · $153,168,212 spent · pay $71,579,617 · grants $26,555,038 · events $1,678,224
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $50,871,984$42,357,071$4,057,725$4,457,188 33.2%
Grants to US individuals $26,555,038$26,555,038-- 17.3%
Depreciation and depletion $17,161,364$16,582,968$398,676$179,720 11.2%
Other employee benefits $10,449,576$8,692,786$889,889$866,901 6.8%
Occupancy $8,497,485$6,473,388$1,953,981$70,116 5.5%
Pension plan contributions $5,421,819$4,578,107$424,067$419,645 3.5%
Payroll taxes $3,745,538$3,066,644$356,194$322,700 2.4%
Fees: other services $3,635,538$2,783,907$524,508$327,123 2.4%
Information technology $3,099,026$2,682,460$289,352$127,214 2.0%
Interest $3,032,976$2,931,955$69,632$31,389 2.0%
Other (as described)FOOD/PROVISIONS $2,752,213$2,752,213-- 1.8%
Office expenses $2,633,803$2,480,050$54,145$99,608 1.7%
Other (as described)STUDENT RELATED EXPENSES $2,549,840$2,503,064$37,896$8,880 1.7%
Travel $2,300,940$1,726,058$71,020$503,862 1.5%
Conferences, conventions and meetings $1,678,224$1,434,186$152,129$91,909 1.1%
Insurance $1,643,310$815,802$794,205$33,303 1.1%
All other expenses $1,403,503$318,943$1,043,809$40,751 0.9%
Other (as described)MISCELLANEOUS EXPENSES $1,326,444$1,148,844$126,966$50,634 0.9%
Fees: legal $1,112,335-$1,112,335- 0.7%
Pay: officers, directors, trustees, key employees $1,090,700$405,924$549,468$135,308 0.7%
Other (as described)PLANT RELATED ACTIVITIES $1,077,463$1,041,149$25,030$11,284 0.7%
Fees: investment management $517,136-$517,136- 0.3%
Fees: accounting $382,628-$382,628- 0.2%
Advertising and promotion $229,329$225,599$720$3,010 0.1%
Total$153,168,212100%

View the filing

2021 · Form 990 · $143,695,561 spent · pay $65,943,657 · grants $25,343,084 · events $793,997
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $47,499,680$39,759,560$3,604,118$4,136,002 33.1%
Grants to US individuals $25,343,084$25,343,084-- 17.6%
Depreciation and depletion $16,313,932$15,755,576$384,863$173,493 11.4%
Other employee benefits $8,627,629$7,549,053$521,144$557,432 6.0%
Occupancy $6,904,113$5,032,216$1,817,037$54,860 4.8%
Other (as described)STUDENT RELATED EXPENSES $6,313,353$5,851,768$461,585- 4.4%
Pension plan contributions $5,478,878$4,631,862$415,310$431,706 3.8%
Payroll taxes $3,491,063$2,875,419$316,528$299,116 2.4%
Interest $3,182,243$3,074,837$74,033$33,373 2.2%
Information technology $2,800,015$2,356,844$315,008$128,163 1.9%
Other (as described)FOOD/PROVISIONS $2,609,688$2,609,688-- 1.8%
Fees: other services $2,334,257$1,662,411$479,307$192,539 1.6%
Fees: legal $2,312,014$3,353$2,308,661- 1.6%
Other (as described)MISCELLANEOUS EXPENSES $2,158,536$1,777,509$338,662$42,365 1.5%
Office expenses $1,670,979$1,512,134$28,161$130,684 1.2%
Other (as described)PLANT RELATED ACTIVITIES $1,511,311$1,459,586$35,653$16,072 1.1%
Insurance $1,469,872$789,182$647,309$33,381 1.0%
Pay: officers, directors, trustees, key employees $846,407$298,098$448,943$99,366 0.6%
Travel $796,311$596,598$26,556$173,157 0.6%
Conferences, conventions and meetings $793,997$641,504$98,537$53,956 0.6%
Fees: investment management $432,378-$432,378- 0.3%
Fees: accounting $366,844-$366,844- 0.3%
Advertising and promotion $317,220$305,900$7,988$3,332 0.2%
All other expenses $121,757$66,946$26,190$28,621 0.1%
Total$143,695,561100%

View the filing

2020 · Form 990 · $141,057,738 spent · pay $64,418,981 · grants $26,096,955 · events $550,891
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $46,352,725$38,800,874$3,327,614$4,224,237 32.9%
Grants to US individuals $26,096,955$26,096,955-- 18.5%
Depreciation and depletion $15,307,391$14,785,684$359,602$162,105 10.9%
Other (as described)STUDENT RELATED EXPENSES $10,263,713$5,042,306$5,221,003$404 7.3%
Other employee benefits $9,495,131$8,276,884$562,693$655,554 6.7%
Occupancy $6,758,453$4,802,409$1,903,437$52,607 4.8%
Pension plan contributions $4,983,650$4,225,882$349,662$408,106 3.5%
Payroll taxes $2,742,864$2,256,404$240,806$245,654 1.9%
Interest $2,544,631$2,459,593$58,615$26,423 1.8%
Other (as described)MISCELLANEOUS EXPENSES $2,487,555$1,853,380$602,566$31,609 1.8%
Information technology $2,480,767$2,183,663$179,445$117,659 1.8%
Fees: other services $2,324,294$1,633,825$484,325$206,144 1.6%
Other (as described)FOOD/PROVISIONS $1,602,026$1,602,026-- 1.1%
Other (as described)PLANT RELATED ACTIVITIES $1,579,729$1,525,889$37,111$16,729 1.1%
Office expenses $1,431,950$1,149,422$174,001$108,527 1.0%
Insurance $1,287,066$754,220$494,169$38,677 0.9%
Pay: officers, directors, trustees, key employees $844,611$295,851$450,143$98,617 0.6%
Fees: legal $735,073$3,859$731,214- 0.5%
Conferences, conventions and meetings $550,891$447,611$77,786$25,494 0.4%
Fees: accounting $309,253-$309,253- 0.2%
Advertising and promotion $285,696$283,404$2,167$125 0.2%
Fees: investment management $266,815-$266,815- 0.2%
Travel $174,439$164,411$4,722$5,306 0.1%
All other expenses $152,060$87,310$32,187$32,563 0.1%
Total$141,057,738100%

View the filing

2019 · Form 990 · $131,491,472 spent · pay $62,746,578 · grants $25,644,798 · events $154,258
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $45,668,789$38,495,631$3,202,625$3,970,533 34.7%
Grants to US individuals $25,644,798$25,644,798-- 19.5%
Depreciation and depletion $14,518,783$13,987,167$376,928$154,688 11.0%
Other employee benefits $7,830,533$6,879,880$463,795$486,858 6.0%
Occupancy $6,335,467$4,548,178$1,737,047$50,242 4.8%
Pension plan contributions $5,082,590$4,339,110$345,457$398,023 3.9%
Other (as described)CONTINGENCY $3,944,808$3,944,808$0$0 3.0%
Payroll taxes $3,339,352$2,778,407$274,373$286,572 2.5%
Other (as described)STUDENT RELATED EXPENSES $3,257,558$3,171,535$85,707$316 2.5%
Interest $2,462,483$2,374,449$62,418$25,616 1.9%
Fees: other services $2,197,842$1,796,044$240,782$161,016 1.7%
Information technology $2,133,822$1,861,561$169,539$102,722 1.6%
Other (as described)FOOD/PROVISIONS $1,487,234$1,487,234$0$0 1.1%
Office expenses $1,477,249$1,263,977$100,228$113,044 1.1%
Insurance $1,204,339$718,650$446,922$38,767 0.9%
Travel $1,121,218$774,933$70,180$276,105 0.9%
Other (as described)PLANT RELATED ACTIVITIES $918,240$884,618$23,839$9,783 0.7%
Pay: officers, directors, trustees, key employees $825,314$292,999$434,649$97,666 0.6%
Fees: legal $650,531-$650,531- 0.5%
All other expenses $484,157$123,503$311,986$48,668 0.4%
Fees: accounting $278,870-$278,870- 0.2%
Advertising and promotion $262,944$257,625$4,050$1,269 0.2%
Fees: investment management $210,293-$210,293- 0.2%
Conferences, conventions and meetings $154,258$118,536$21,156$14,566 0.1%
Total$131,491,472100%

View the filing

2018 · Form 990 · $129,183,833 spent · pay $62,896,875 · grants $24,564,234 · events $1,022,764
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $43,848,222$37,240,556$2,932,087$3,675,579 33.9%
Grants to US individuals $24,564,234$24,564,234-- 19.0%
Depreciation and depletion $13,897,153$13,387,326$361,479$148,348 10.8%
Other employee benefits $9,421,899$8,285,838$545,933$590,128 7.3%
Occupancy $6,421,314$4,764,471$1,604,102$52,741 5.0%
Pension plan contributions $4,812,020$4,148,576$304,126$359,318 3.7%
Other (as described)STUDENT RELATED EXPENSES $3,597,560$3,584,949$12,221$390 2.8%
Payroll taxes $3,311,300$2,776,734$260,507$274,059 2.6%
Interest $2,739,997$2,641,908$69,547$28,542 2.1%
Fees: other services $2,097,100$1,720,559$293,748$82,793 1.6%
Other (as described)FOOD/PROVISIONS $2,033,395$2,033,395-- 1.6%
Office expenses $1,700,036$1,421,843$143,536$134,657 1.3%
Travel $1,671,087$1,173,631$111,894$385,562 1.3%
Information technology $1,647,405$1,389,606$181,374$76,425 1.3%
Fees: legal $1,363,805$10,205$1,353,600- 1.1%
Other (as described)PLANT RELATED ACTIVITIES $1,270,753$1,224,134$33,054$13,565 1.0%
Insurance $1,107,068$660,727$409,481$36,860 0.9%
Conferences, conventions and meetings $1,022,764$748,739$124,765$149,260 0.8%
Pay: officers, directors, trustees, key employees $848,765$296,167$453,876$98,722 0.7%
Pay: disqualified persons $654,669$197,801$390,934$65,934 0.5%
Fees: accounting $319,903-$319,903- 0.2%
Advertising and promotion $260,052$254,249$4,413$1,390 0.2%
Fees: investment management $230,351-$230,351- 0.2%
All other expenses $218,742$102,189$94,872$21,681 0.2%
Other (as described)MEMBERSHIP DUES $124,239$73,020$28,268$22,951 0.1%
Total$129,183,833100%

View the filing

2017 · Form 990 · $126,325,308 spent · pay $60,072,483 · grants $23,872,343 · events $766,496
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $43,072,536$35,686,296$3,807,458$3,578,782 34.1%
Grants to US individuals $23,872,343$23,872,343-- 18.9%
Depreciation and depletion $12,369,283$11,911,620$272,124$185,539 9.8%
Other employee benefits $8,391,926$7,368,131$513,198$510,597 6.6%
Occupancy $6,013,919$4,632,864$1,308,978$72,077 4.8%
Pension plan contributions $4,528,263$3,831,630$363,644$332,989 3.6%
Other (as described)STUDENT RELATED EXPENSES $3,975,023$3,427,885$547,213-$75 3.1%
Fees: legal $3,598,947-$3,598,947- 2.8%
Payroll taxes $3,132,235$2,563,639$311,503$257,093 2.5%
Fees: other services $2,486,001$1,747,405$628,124$110,473 2.0%
Other (as described)FOOD/PROVISIONS $2,105,881$2,105,881-- 1.7%
Interest $2,105,166$2,029,864$44,774$30,528 1.7%
Other (as described)PLANT RELATED ACTIVITIES $1,776,862$1,711,118$39,091$26,653 1.4%
Office expenses $1,608,087$1,353,184$151,046$103,857 1.3%
Information technology $1,504,142$1,277,492$162,737$63,913 1.2%
Travel $1,390,130$931,670$99,687$358,773 1.1%
Insurance $1,157,439$718,299$402,508$36,632 0.9%
Pay: officers, directors, trustees, key employees $947,523$332,282$504,480$110,761 0.8%
Conferences, conventions and meetings $766,496$639,424$87,104$39,968 0.6%
All other expenses $464,244$128,671$319,273$16,300 0.4%
Fees: investment management $406,471-$406,471- 0.3%
Fees: accounting $289,642-$289,642- 0.2%
Advertising and promotion $250,144$221,380$25,484$3,280 0.2%
Other (as described)MEMBERSHIP DUES $112,605$65,854$24,513$22,238 0.1%
Total$126,325,308100%

View the filing

2016 · Form 990 · $124,133,443 spent · pay $57,009,578 · grants $23,978,764 · events $668,080
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $40,669,633$34,740,119$2,791,998$3,137,516 32.8%
Grants to US individuals $23,978,764$23,978,764-- 19.3%
Depreciation and depletion $10,904,380$10,500,918$239,896$163,566 8.8%
Other employee benefits $7,930,596$7,011,812$457,144$461,640 6.4%
Occupancy $5,420,985$4,350,050$1,003,267$67,668 4.4%
Fees: legal $5,086,424-$5,086,424- 4.1%
Pension plan contributions $4,503,360$3,919,301$276,350$307,709 3.6%
Other (as described)PLANT RELATED ACTIVITIES $3,637,195$3,502,619$80,018$54,558 2.9%
Other (as described)STUDENT RELATED EXPENSES $3,403,716$3,322,722$80,994- 2.7%
Payroll taxes $3,069,394$2,598,005$236,752$234,636 2.5%
Interest $2,704,658$2,607,473$57,786$39,399 2.2%
Fees: other services $2,329,614$1,658,028$540,437$131,150 1.9%
Other (as described)FOOD/PROVISIONS $1,993,195$1,993,195-- 1.6%
Office expenses $1,607,070$1,339,620$155,994$111,456 1.3%
Travel $1,319,700$954,098$77,921$287,681 1.1%
Information technology $1,186,934$1,032,600$104,829$49,505 1.0%
Insurance $1,114,532$698,375$382,467$33,690 0.9%
Fees: investment management $801,218-$801,218- 0.6%
Pay: officers, directors, trustees, key employees $789,823$275,848$422,025$91,949 0.6%
Conferences, conventions and meetings $668,080$525,835$102,260$39,986 0.5%
All other expenses $333,634$118,024$188,022$27,589 0.3%
Fees: accounting $283,327-$283,327- 0.2%
Advertising and promotion $248,587$216,007$26,769$5,811 0.2%
Other (as described)MEMBERSHIP DUES $101,852$57,093$25,059$19,700 0.1%
Pay: disqualified persons $46,772$28,063$9,354$9,354 0.0%
Total$124,133,443100%

View the filing

2015 · Form 990 · $117,402,702 spent · pay $55,612,643 · grants $23,190,536 · events $748,446
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $39,483,963$34,285,001$2,332,023$2,866,938 33.6%
Grants to US individuals $23,190,536$23,190,536-- 19.8%
Depreciation and depletion $10,421,448$10,050,444$223,019$147,985 8.9%
Other employee benefits $8,004,831$7,136,064$433,805$434,962 6.8%
Occupancy $5,873,626$4,875,660$926,259$71,707 5.0%
Pension plan contributions $4,395,070$3,903,343$217,952$273,775 3.7%
Other (as described)STUDENT RELATED EXPENSES $3,180,090$3,122,081$58,009- 2.7%
Payroll taxes $2,890,148$2,490,027$191,903$208,218 2.5%
Other (as described)PLANT RELATED ACTIVITIES $2,601,509$2,508,896$55,672$36,941 2.2%
Fees: legal $2,542,037-$2,542,037- 2.2%
Fees: other services $2,503,148$1,546,243$618,540$338,365 2.1%
Other (as described)FOOD/PROVISIONS $2,044,398$2,044,398-- 1.7%
Interest $1,982,422$1,914,970$40,547$26,905 1.7%
Office expenses $1,558,024$1,321,571$154,193$82,260 1.3%
Information technology $1,145,595$1,009,168$85,972$50,455 1.0%
Insurance $1,139,126$727,895$373,611$37,620 1.0%
Fees: investment management $942,942-$942,942- 0.8%
Travel $876,156$681,325$59,276$135,555 0.7%
Pay: officers, directors, trustees, key employees $838,631$320,120$411,805$106,707 0.7%
Conferences, conventions and meetings $748,446$626,057$80,493$41,896 0.6%
Fees: accounting $375,307-$375,307- 0.3%
All other expenses $345,246$117,911$205,177$22,158 0.3%
Advertising and promotion $227,765$210,450$16,663$652 0.2%
Other (as described)MEMBERSHIP DUES $92,238$55,012$23,655$13,571 0.1%
Total$117,402,702100%

View the filing

2014 · Form 990 · $113,244,067 spent · pay $55,023,517 · grants $22,458,216 · events $576,393
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $38,876,539$33,531,792$2,351,529$2,993,218 34.3%
Grants to US individuals $22,458,216$22,458,216-- 19.8%
Depreciation and depletion $10,263,734$9,898,345$219,644$145,745 9.1%
Other employee benefits $8,143,924$7,230,949$454,624$458,351 7.2%
Occupancy $6,296,968$5,304,539$914,411$78,018 5.6%
Pension plan contributions $4,483,213$3,924,527$250,635$308,051 4.0%
Other (as described)STUDENT RELATED EXPENSES $3,569,265$3,104,935$464,330- 3.2%
Payroll taxes $2,809,066$2,422,876$169,912$216,278 2.5%
Other (as described)FOOD/PROVISIONS $2,002,015$2,002,015-- 1.8%
Fees: other services $1,862,131$1,509,199$148,739$204,193 1.6%
Interest $1,781,033$1,720,977$36,101$23,955 1.6%
Other (as described)PLANT RELATED ACTIVITIES $1,670,684$1,611,207$35,753$23,724 1.5%
Office expenses $1,585,005$1,342,448$143,350$99,207 1.4%
Fees: investment management $1,299,962-$1,299,962- 1.1%
Travel $1,252,446$975,173$62,728$214,545 1.1%
Insurance $1,125,445$731,773$352,377$41,295 1.0%
Information technology $1,000,560$884,053$67,739$48,768 0.9%
Pay: officers, directors, trustees, key employees $705,532$258,027$361,496$86,009 0.6%
Fees: legal $612,039-$612,039- 0.5%
Conferences, conventions and meetings $576,393$475,968$76,476$23,949 0.5%
Fees: accounting $316,637-$316,637- 0.3%
Advertising and promotion $240,072$237,388$2,392$292 0.2%
All other expenses $215,006$74,869$134,125$6,012 0.2%
Other (as described)MEMBERSHIP DUES $92,939$53,487$23,511$15,941 0.1%
Pay: disqualified persons $5,243$5,243-- 0.0%
Total$113,244,067100%

View the filing

2013 · Form 990 · $108,784,256 spent · pay $51,593,485 · grants $21,042,497 · events $737,590
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $37,213,328$32,375,801$1,673,315$3,164,212 34.2%
Grants to US individuals $21,042,497$21,042,497-- 19.3%
Depreciation and depletion $9,833,736$9,489,977$215,654$128,105 9.0%
Other employee benefits $6,505,656$5,885,494$229,341$390,821 6.0%
Occupancy $5,153,119$4,206,156$889,703$57,260 4.7%
Pension plan contributions $4,229,451$3,770,278$137,098$322,075 3.9%
Other (as described)PLANT RELATED ACTIVITIES $3,503,949$3,381,461$76,842$45,646 3.2%
Other (as described)STUDENT RELATED EXPENSES $3,153,223$3,029,479$123,744- 2.9%
Payroll taxes $2,732,809$2,377,559$122,882$232,368 2.5%
Fees: other services $2,078,144$1,727,317$177,289$173,538 1.9%
Other (as described)FOOD/PROVISIONS $1,998,157$1,998,157-- 1.8%
Fees: investment management $1,821,806-$1,821,806- 1.7%
Interest $1,805,165$1,745,602$37,366$22,197 1.7%
Office expenses $1,570,704$1,355,007$39,849$175,848 1.4%
Travel $1,095,999$770,193$23,748$302,058 1.0%
Insurance $1,080,325$734,711$304,919$40,695 1.0%
Information technology $944,464$833,395$65,357$45,712 0.9%
Pay: officers, directors, trustees, key employees $767,744$251,211$432,796$83,737 0.7%
Conferences, conventions and meetings $737,590$536,908$127,844$72,838 0.7%
Fees: legal $477,565-$477,565- 0.4%
Advertising and promotion $290,057$253,591$19,547$16,919 0.3%
Fees: accounting $283,648-$283,648- 0.3%
Other (as described)MISCELLANEOUS EXPENSES $221,102$152,641$58,887$9,574 0.2%
Pay: disqualified persons $144,497$144,497-- 0.1%
All other expenses $99,521$55,234$25,641$18,646 0.1%
Total$108,784,256100%

View the filing

2012 · Form 990 · $102,238,557 spent · pay $49,322,875 · grants $20,272,738 · events $652,573
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $35,848,129$31,153,428$1,759,267$2,935,434 35.1%
Grants to US individuals $20,272,738$20,272,738-- 19.8%
Depreciation and depletion $8,878,830$8,568,452$194,713$115,665 8.7%
Other employee benefits $6,404,817$5,724,165$315,004$365,648 6.3%
Occupancy $5,049,103$4,872,621$110,700$65,782 4.9%
Pension plan contributions $3,762,104$3,326,383$163,280$272,441 3.7%
Other (as described)STUDENT RELATED EXPENSES $2,989,100$2,670,710$318,390$0 2.9%
Payroll taxes $2,597,232$2,257,096$127,461$212,675 2.5%
Fees: investment management $2,291,673$0$2,291,673$0 2.2%
Fees: other services $1,914,792$1,553,101$135,722$225,969 1.9%
Other (as described)FOOD/PROVISIONS $1,814,554$1,814,554$0$0 1.8%
Interest $1,723,294$1,667,087$35,261$20,946 1.7%
Office expenses $1,672,711$1,431,046$41,761$199,904 1.6%
Other (as described)PLANT RELATED ACTIVITIES $1,332,893$1,286,299$29,230$17,364 1.3%
Travel $1,159,060$893,982$24,151$240,927 1.1%
Insurance $962,194$674,034$254,236$33,924 0.9%
Information technology $927,902$813,190$70,212$44,500 0.9%
Pay: officers, directors, trustees, key employees $710,593$243,140$386,407$81,046 0.7%
Conferences, conventions and meetings $652,573$552,930$9,828$89,815 0.6%
Fees: legal $365,678$0$365,678$0 0.4%
Advertising and promotion $296,296$267,065$24,132$5,099 0.3%
Fees: accounting $265,102$0$265,102$0 0.3%
Other (as described)MISCELLANEOUS EXPENSES $261,325$123,796$129,510$8,019 0.3%
All other expenses $85,864$49,640$19,830$16,394 0.1%
Total$102,238,557100%

View the filing

2011 · Form 990 · $98,138,829 spent · pay $47,144,135 · grants $19,030,925 · events $844,504
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $33,996,115$29,650,990$1,567,869$2,777,256 34.6%
Grants to US individuals $19,030,925$19,030,925-- 19.4%
Depreciation and depletion $7,910,887$7,634,542$173,363$102,982 8.1%
Other employee benefits $6,198,685$5,551,032$295,570$352,083 6.3%
Occupancy $5,269,684$5,085,557$115,489$68,638 5.4%
Pension plan contributions $3,829,799$3,395,929$156,555$277,315 3.9%
Fees: investment management $2,864,243-$2,864,243- 2.9%
Other (as described)STUDENT RELATED EXPENSES $2,737,511$2,622,138$115,373- 2.8%
Payroll taxes $2,429,481$2,118,983$112,038$198,460 2.5%
Other (as described)FOOD/PROVISIONS $1,765,923$1,765,923-- 1.8%
Interest $1,681,241$1,626,627$34,262$20,352 1.7%
Office expenses $1,613,500$1,344,538$86,706$182,256 1.6%
Other (as described)PLANT RELATED ACTIVITIES $1,610,157$1,553,911$35,285$20,961 1.6%
Fees: other services $1,595,636$1,216,439$206,713$172,484 1.6%
Information technology $1,061,993$929,790$76,719$55,484 1.1%
Travel $897,408$618,725$21,609$257,074 0.9%
Insurance $857,976$596,748$230,185$31,043 0.9%
Conferences, conventions and meetings $844,504$656,546$119,846$68,112 0.9%
Pay: officers, directors, trustees, key employees $687,898$244,094$362,440$81,364 0.7%
Fees: legal $411,717-$411,717- 0.4%
Advertising and promotion $320,560$291,521$18,702$10,337 0.3%
Fees: accounting $232,753-$232,753- 0.2%
Other (as described)MISCELLANEOUS EXPENSES $205,399$22,727$171,486$11,186 0.2%
All other expenses $82,677$46,509$17,047$19,121 0.1%
Pay: disqualified persons $2,157$2,157-- 0.0%
Total$98,138,829100%

View the filing

2010 · Form 990 · $98,336,389 spent · pay $46,730,714 · grants $18,776,135 · events $692,777
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $33,265,755$28,308,392$1,929,947$3,027,416 33.8%
Grants to US individuals $18,776,135$18,776,135-- 19.1%
Depreciation and depletion $7,227,955$6,946,309$189,328$92,318 7.4%
Other employee benefits $6,370,785$5,660,178$316,376$394,231 6.5%
Occupancy $5,827,750$5,600,671$152,621$74,458 5.9%
Pension plan contributions $4,017,881$3,483,949$207,865$326,067 4.1%
Other (as described)PLANT RELATED ACTIVITIES $3,478,411$3,342,873$91,112$44,426 3.5%
Other (as described)STUDENT RELATED EXPENSES $2,496,964$2,394,677$102,287- 2.5%
Payroll taxes $2,396,346$2,039,235$139,027$218,084 2.4%
Fees: investment management $2,297,731-$2,297,731- 2.3%
Interest $1,968,430$1,896,668$48,240$23,522 2.0%
Fees: other services $1,750,594$1,286,301$236,223$228,070 1.8%
Office expenses $1,641,308$1,342,352$112,620$186,336 1.7%
Other (as described)FOOD/PROVISIONS $1,621,755$1,621,755-- 1.6%
Information technology $1,134,286$1,006,704$57,540$70,042 1.2%
Travel $879,300$613,198$20,652$245,450 0.9%
Insurance $795,924$539,841$224,800$31,283 0.8%
Conferences, conventions and meetings $692,777$565,952$86,386$40,439 0.7%
Pay: officers, directors, trustees, key employees $679,947$255,217$339,658$85,072 0.7%
Advertising and promotion $324,618$303,732$11,103$9,783 0.3%
Fees: legal $242,490-$242,490- 0.2%
Fees: accounting $228,177-$228,177- 0.2%
Other (as described)MISCELLANEOUS EXPENSES $118,090$53,264$51,047$13,779 0.1%
Other (as described)MEMBERSHIP DUES $102,980$57,494$18,621$26,865 0.1%
Total$98,336,389100%

View the filing

2009 · Form 990 · $89,756,383 spent · pay $45,011,226 · grants $18,328,074 · events $751,953
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $32,274,803$27,474,158$1,614,772$3,185,873 36.0%
Grants to US individuals $18,328,074$18,328,074-- 20.4%
Depreciation and depletion $6,876,570$6,651,982$136,128$88,460 7.7%
Other employee benefits $5,796,018$4,934,735$301,718$559,565 6.5%
Occupancy $5,521,643$5,348,921$104,673$68,049 6.2%
Pension plan contributions $3,999,023$3,476,348$170,004$352,671 4.5%
Other (as described)STUDENT RELATED EXPENSES $2,408,433$2,284,135$105,585$18,713 2.7%
Payroll taxes $2,289,677$1,954,773$108,930$225,974 2.6%
Interest $1,971,985$1,912,012$36,351$23,622 2.2%
Office expenses $1,649,235$1,364,850$120,992$163,393 1.8%
Fees: other services $1,549,792$1,150,317$208,320$191,155 1.7%
Other (as described)FOOD/PROVISIONS $1,498,105$1,498,105$0$0 1.7%
Other (as described)PLANT RELATED ACTIVITIES $945,218$914,347$18,712$12,159 1.1%
Conferences, conventions and meetings $751,953$417,102$148,659$186,192 0.8%
Travel $744,903$485,320$16,173$243,410 0.8%
Information technology $724,535$629,233$47,754$47,548 0.8%
Pay: officers, directors, trustees, key employees $651,705$230,983$343,728$76,994 0.7%
Insurance $550,876$269,389$253,068$28,419 0.6%
Advertising and promotion $388,815$323,463$5,733$59,619 0.4%
Fees: legal $294,814$0$294,814$0 0.3%
Fees: investment management $234,135$0$234,135$0 0.3%
Fees: accounting $185,607$0$185,607$0 0.2%
Other (as described)MISCELLANEOUS EXPENSES $120,464$12,529$97,313$10,622 0.1%
Total$89,756,383100%

View the filing

Trademarks

12 US trademarks, 11 live.

MarkSerialFiledStatusSource
EXETER TODAY906320332021-04-08RegisteredTRCFECO2, file of 2024-03-27
ACCESS EXETER767193392016-05-23RegisteredTRTDXFAP, file of 2026-07-05
EXETER SUMMER767193382016-05-23RegisteredTRTDXFAP, file of 2026-05-02
HARKNESS767124962012-09-27Registered and renewedTRCFECO2, file of 2024-03-27
NON SIBI767093672011-10-12AbandonedTRCFECO2, file of 2024-03-27
THE EXONIAN767064802011-02-22Registered and renewedTRCFECO2, file of 2024-03-27
HARKNESS TABLE762215942001-03-08Registered and renewedTRTDXFAP, file of 2026-04-30
HARKNESS762215862001-03-08Registered and renewedTRCFECO2, file of 2024-03-27
HARKNESS TABLE758542081999-11-19Registered and renewedTRCFECO2, file of 2024-03-27
PHILLIPS EXETER ACADEMY758541941999-11-19Registered and renewedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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