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Nonprofiteer
← CHOATE ROSEMARY HALL FOUNDATION INCORPORATED

Form 990 for tax year 2022

Filed by CHOATE ROSEMARY HALL FOUNDATION INCORPORATED.

Totals

Total revenue
$87,900,086
Total expenses
$92,263,460
Contributions and grants received
$25,887,933
Grants paid
$13,870,505
Program services expenses (Part IX)
$80,782,161
Management and general expenses
$7,096,807
Fundraising expenses
$4,384,492
Program service expenses (Part III)
$80,782,161

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALEXANDER D CURTIS

    HEAD OF SCHOOL

    Total calculated
    $844,595
    From this org
    $613,108
    From related orgs
    $0
    Other
    $231,487
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $546,300
    Bonus
    $0
    Other
    $66,808
    Deferred
    $147,994
    Nontaxable benefits
    $83,493
    Filer's total
    $844,595

  • DANYA ALSAADY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KENNETH G BARTELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CAROLINE T BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARC E BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SETH J BRUFSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • YAHONNES S CLEARY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GEORGE F COLONY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH M FERREIRA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KATHERINE B FORREST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID FRAZE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KIRSTEN M GARLINGHOUSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GUNTHER S HAMM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH A HOGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JUNGWOOK RYAN HONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KELLY GREEN KAHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DANIEL G KELLY JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • VANESSA KONG KERZNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES A LEBOVITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTIAN B MCGRATH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TAKASHI MURATA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GEORGE F PYNE IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • M ANNE SA'ADAH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PATRICK T DURBIN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $397,954
    From this org
    $301,594
    From related orgs
    $0
    Other
    $96,360
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $301,594
    Bonus
    $0
    Other
    $0
    Deferred
    $42,750
    Nontaxable benefits
    $53,610
    Filer's total
    $397,954

  • DANIEL C COURCEY

    CHIEF DEVELOPMENT OFFICER (UNTIL 7/22)

    Total calculated
    $663,086
    From this org
    $592,077
    From related orgs
    $0
    Other
    $71,009
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $204,078
    Bonus
    $0
    Other
    $387,999
    Deferred
    $31,362
    Nontaxable benefits
    $39,647
    Filer's total
    $663,086

  • MARI JONES

    DIRECTOR DEVELOPMENT & ALUMNI RELATIONS

    Total calculated
    $272,950
    From this org
    $212,759
    From related orgs
    $0
    Other
    $60,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,759
    Bonus
    $0
    Other
    $0
    Deferred
    $33,305
    Nontaxable benefits
    $26,886
    Filer's total
    $272,950

  • KATHRYN LEVESQUE

    DEAN OF FACULTY

    Total calculated
    $265,639
    From this org
    $208,314
    From related orgs
    $0
    Other
    $57,325
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $204,500
    Bonus
    $0
    Other
    $3,814
    Deferred
    $30,675
    Nontaxable benefits
    $26,650
    Filer's total
    $265,639

  • MIRIAM COHEN JENNINGS

    MEDICAL DIRECTOR

    Total calculated
    $252,819
    From this org
    $196,012
    From related orgs
    $0
    Other
    $56,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,012
    Bonus
    $0
    Other
    $0
    Deferred
    $29,870
    Nontaxable benefits
    $26,937
    Filer's total
    $252,819

  • ALISON CADY

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $255,723
    From this org
    $176,046
    From related orgs
    $0
    Other
    $79,677
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $173,250
    Bonus
    $0
    Other
    $2,796
    Deferred
    $25,987
    Nontaxable benefits
    $53,690
    Filer's total
    $255,723

  • BENJAMIN SZALEWICZ

    DIRECTOR OF FACILITIES SERVICES

    Total calculated
    $224,417
    From this org
    $171,049
    From related orgs
    $0
    Other
    $53,368
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,049
    Bonus
    $0
    Other
    $0
    Deferred
    $26,808
    Nontaxable benefits
    $26,560
    Filer's total
    $224,417

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE HEAD OF SCHOOL IS ALLOWED FIRST CLASS TRAVEL UNDER LIMITED CIRCUMSTANCES CONNECTED TO SCHEDULE AND DISTANCE TRAVELED. THIS IS NOT TREATED AS TAXABLE. THE FACULTY RECEIVE HOUSING IN ACCORDANCE WITH THE SCHOOL'S HOUSING POLICY. THE SCHOOL'S SENIOR LEADERSHIP AND FACULTY RESIDE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. AS A CONDITION OF EMPLOYMENT, THE SCHOOL REQUIRES SENIOR LEADERSHIP TO RESIDE ON CAMPUS AND CONSIDER THEIR HOME AS AN INTEGRAL PART OF THE CAMPUS ENVIRONMENT; TO OPEN THEIR HOME FOR STUDENTS AND ADVISEES; AND TO ASSUME DORMITORY OR OTHER RESIDENTIAL LIFE SUPERVISORY RESPONSIBILITIES AS ASSIGNED. SENIOR LEADERSHIP IS ON CALL 24/7. THE VALUE OF HOUSING IS REPORTED IN SCHEDULE J, PART II, COLUMN (D) AND IS TREATED AS NON-TAXABLE. ALL FACULTY ARE REQUIRED TO PROVIDE SERVICES TOWARD THE RESIDENTIAL LIFE PROGRAM AT CHOATE ROSEMARY HALL. THE SCHOOL DOES NOT REIMBURSE EXPENSES FOR HOUSING. THE HEAD OF SCHOOL MAY SEEK REIMBURSEMENT FOR CERTAIN PERSONAL PROFESSIONAL SERVICES SUCH AS FINANCIAL PLANNING AND TAX COUNSELING WHICH ARE TREATED AS TAXABLE. THE HEAD OF SCHOOL RESIDENCE RECEIVES HOUSEKEEPING SERVICES IN CONNECTION WITH ITS REGULAR USE FOR SCHOOL EVENTS, AND AS SUCH, IT IS NOT TAXABLE.
PART I, LINE 1B
THE SCHOOL REQUIRES THAT ITS SENIOR LEADERSHIP RESIDE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. ALL FACULTY ARE REQUIRED TO PROVIDE SERVICES TOWARD THE RESIDENTIAL LIFE PROGRAM AT CHOATE ROSEMARY HALL. THE SCHOOL DOES NOT REIMBURSE EXPENSES FOR HOUSING AND PERSONAL SERVICES. FACULTY RECEIVE HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER AND IN ACCORDANCE WITH THE SCHOOL'S FACULTY HOUSING POLICY.
PART I, LINE 4B
THE HEAD OF SCHOOL AND EXECUTIVE DIRECTOR OF DEVELOPMENT PARTICIPATE IN A 457(F) PLAN WITH A SUBSTANTIAL RISK OF FORFEITURE. THE EXECUTIVE DIRECTOR OF DEVELOPMENT RECEIVED PAYMENT FOR HIS 457(F) PLAN UPON HIS DEPARTURE FROM CHOATE ROSEMARY HALL.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349311269

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