Nonprofits›Loomis Institute

Education

Loomis Institute

WINDSOR, CT

Website

Total revenue

$137.9M

Total expenses

$72.8M

Net assets

$456.4M

Grants received

$13.7M

146 grants

EIN

060653119

Tax year

2023

Mission

Education of high school (grades 9-12) boys and girls in a boarding and day school format for the purpose of college preparation and placement.

Financials

FY 2023

Revenue

Contributions & grants$77.1M
Program service revenue$50.2M
Investment income$10.5M
Other revenue$112K
Total revenue$137.9M

Expenses

Grants paid$10.5M
Salaries & benefits$31.4M
Fundraising$4.7M
Other expenses$30.8M
Total expenses$72.8M
Total assets$540.6M
Net assets$456.4M

People

35 listed

NameRoleCompensation

SHEILA CULBERT

HEAD OF SCHOOL

Board

$1.3M

40 hrs/wk

RICHARD ESPOSITO

CHIEF FINANCIAL OFFICER

Board

$338K

40 hrs/wk

NATHAN FOLLANSBEE

DIRECTOR OF EXTERNAL AFFAIRS

Board

$253K

40 hrs/wk

KEITH O COWAN

TRUSTEE

Board

—

1 hrs/wk

AMY L EDWARDS-SWEET

TRUSTEE

Board

—

1 hrs/wk

FRIDOLF A HANSON

TRUSTEE

Board

—

1 hrs/wk

M SCOTT HAVENS

TRUSTEE

Board

—

1 hrs/wk

JONATHAN M KELLY

TRUSTEE

Board

—

1 hrs/wk

UNSOO KIM

TRUSTEE

Board

—

1 hrs/wk

RACHEL KORT

TRUSTEE

Board

—

1 hrs/wk

DOUGLAS W LYONS

TRUSTEE

Board

—

1 hrs/wk

DUNCAN A L MACLEAN

TRUSTEE

Board

—

1 hrs/wk

JESSICA PAINDIRIS

TRUSTEE

Board

—

1 hrs/wk

ELIZABETH RICHMOND

TRUSTEE

Board

—

1 hrs/wk

DAVID A ROGAN

TRUSTEE

Board

—

1 hrs/wk

MARC RUBENSTEIN

TRUSTEE

Board

—

1 hrs/wk

MARY BUCKSBAUM SCANLAN

TRUSTEE

Board

—

1 hrs/wk

HARVEY J STRUTHERS JR

TRUSTEE

Board

—

1 hrs/wk

XIN TANG

TRUSTEE

Board

—

1 hrs/wk

MARTIN VULLIEZ

TRUSTEE

Board

—

1 hrs/wk

KENDRA N WALLACE

TRUSTEE

Board

—

1 hrs/wk

JAMES L WIDDOES

TRUSTEE

Board

—

1 hrs/wk

ARIEL WILLIAMS

TRUSTEE

Board

—

1 hrs/wk

BRITT MARIE COLE-JOHNSON

TRUSTEE

Board

—

1 hrs/wk

ERIK A CLIETTE

TRUSTEE

Board

—

1 hrs/wk

PAULINE CHEN

TRUSTEE

Board

—

1 hrs/wk

JOHN BUSSEL

TRUSTEE

Board

—

1 hrs/wk

KATHERINE BALLARD

TRUSTEE

Board

—

1 hrs/wk

BRUCE ALEXANDER

TRUSTEE

Board

—

1 hrs/wk

COURTNEY ACKEIFI

TRUSTEE

Board

—

1 hrs/wk

TIMOTHY STRUTHERS

DIRECTOR OF DEVELOPMENT

Staff

$215K

40 hrs/wk

WEBSTER TRENCHARD

ASSOCIATE HEADMASTER

Staff

$184K

40 hrs/wk

JULIA KNIGHT

BUSINESS MANAGER

Staff

$172K

40 hrs/wk

LYNN PETRILLO

DIRECTOR OF COMMUNICATIONS

Staff

$170K

40 hrs/wk

AMY THOMPSON

DEAN OF ENROLLMENT

Staff

$164K

40 hrs/wk

Independent contractors

NEWFIELD CONSTRUCTION INC

CONSTRUCTION SERVICES

$3.3M

FLIK COMPASS GROUP

FOOD SERVICES

$1.9M

CAMBRIDGE ASSOCIATES LLC

INVESTMENT CONSULTANT

$823K

ATLAS WORKSHOPS INC

EDUCATOR SERVICES

$219K

CHAMPION HOMES

CONSTRUCTION SERVICES

$205K

Grants received

Showing 146 of 146

FromAmountPurposeYear
HARTFORD FOUNDATION FOR PUBLIC GIVING
$81K
EDUCATION
2024
TOLEDO COMMUNITY FOUNDATION INC
$50K
SCHOLARSHIP FUND
2024
AMERICAN ONLINE GIVING FOUNDATION INC
$39K
GENERAL SUPPORT
2024
GS DONOR ADVISED PHILANTHROPY FUND
$29K
EDUCATION
2024
ASPEN COMMUNITY FOUNDATION
$8K
TO SUPPORT THE LOOMIS BOY'S SOCCER TEAM TRIP TO GERMANY
2024
FIDELITY FOUNDATION
$3K
FIDELITY MATCHING GIFTS TO EDUCATION
2024
CITIZENS CHARITABLE FOUNDATION
$1K
MATCHING GIFTS
2024
FIDELITY FOUNDATION
$750
FIDELITY MATCHING GIFTS TO EDUCATION
2024
THE PFIZER FOUNDATION INC
$500
MATCHING GIFTS
2024
JPMORGAN CHASE FOUNDATION
$200
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
FIDELITY FOUNDATION
$150
FIDELITY MATCHING GIFTS TO EDUCATION
2024
NATIONAL PHILANTHROPIC TRUST
$406K
EDUCATION
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$365K
For grant recipient's exempt purposes
2023
DONOR ADVISED CHARITABLE GIVING INC
$225K
EDUCATION
2023
The Chicago Community Trust
$130K
General support for programs, operations and other charitable purposes
2023
COMMUNITY FOUNDATION OF NORTHERN
$100K
PROGRAM SUPPORT
2023
THE GOLDMAN SACHS CHARITABLE GIFT FUND
$90K
SCHOLARSHIPS & FINANCIAL AID
2023
JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC
$70K
Scholarships
2023
HARTFORD FOUNDATION FOR PUBLIC GIVING
$65K
GENERAL OPERATING SUPPORT
2023
THE NEW YORK COMMUNITY TRUST
$50K
FOR A SCHOLARSHIP AWARD.
2023
The Shepard Broad Foundation Inc
$50K
Support of Refugee Students
2023
GS DONOR ADVISED PHILANTHROPY FUND
$26K
EDUCATION
2023
AMERICAN ONLINE GIVING FOUNDATION INC
$23K
GENERAL SUPPORT
2023
The Shepard Broad Foundation Inc
$21K
2023-24 Annual Fund
2023
FOUNDATION FOR THE CHARLOTTE JEWISH
$20K
CHARITABLE GIFT
2023
JEWISH COMMUNAL FUND
$16K
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
2023
THE US CHARITABLE GIFT TRUST
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$10K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
THE AYCO CHARITABLE FOUNDATION
$10K
EDUCATION
2023
CHARITIES AID FOUNDATION AMERICA
$5K
CHARITABLE DONATION
2023
THE EMILY HALL TREMAINE FOUNDATION INC
$5K
EDUCATION - GENERAL OPERATING
2023
FIDELITY FOUNDATION
$2K
FIDELITY MATCHING GIFTS TO EDUCATION
2023
Wagman Foundation
$1K
General Fund
2023
FIDELITY FOUNDATION
$700
FIDELITY MATCHING GIFTS TO EDUCATION
2023
The Bank of America Charitable Foundation Inc
$300
PROGRAM/OPERATING SUPPORT
2023
HB FULLER COMPANY FOUNDATION
$250
HBF INVEST-MATCHING DONATION
2023
FIDELITY FOUNDATION
$100
FIDELITY MATCHING GIFTS TO EDUCATION
2023
VERIZON FOUNDATION
$100
OTHER CIVIC / COMMUNITY
2023
GE FOUNDATION
$100
MATCHING GIFTS
2023
BRISTOL-MYERS SQUIBB FOUNDATION INC
$25
EMPLOYEE GIVING PROGRAM
2023
JEWISH COMMUNAL FUND
$516K
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$475K
For grant recipient's exempt purposes
2022
NATIONAL PHILANTHROPIC TRUST
$381K
EDUCATION
2022
JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC
$137K
General operating support and scholarships
2022
DONOR ADVISED CHARITABLE GIVING INC
$135K
EDUCATION
2022
COMMUNITY FOUNDATION OF NORTHERN
$75K
PROGRAM SUPPORT
2022
HARTFORD FOUNDATION FOR PUBLIC GIVING
$65K
ARTS AND CULTURE
2022
THE GOLDMAN SACHS CHARITABLE GIFT FUND
$50K
SCHOLARSHIPS & FINANCIAL AID
2022
The Shepard Broad Foundation Inc
$50K
Support of Refugee Students
2022
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$49K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
The Chicago Community Trust
$25K
support for the 2023 Annual Campaign
2022
THE BLACKBAUD GIVING FUND
$24K
GENERAL SUPPORT
2022
The Shepard Broad Foundation Inc
$20K
2022-23 Loomis Chaffee Annual Fund
2022
AMERICAN ONLINE GIVING FOUNDATION INC
$20K
GENERAL SUPPORT
2022
CHARITIES AID FOUNDATION AMERICA
$16K
CHARITABLE DONATION
2022
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
$10K
UNRESTRICTED GENERAL SUPPORT
2022
THE AYCO CHARITABLE FOUNDATION
$9K
EDUCATION
2022
SPITZER FAMILY FOUNDATION
$5K
GENERAL SUPPORT
2022
THE EMILY HALL TREMAINE FOUNDATION INC
$5K
EDUCATION - GENERAL OPERATING
2022
First Eagle Investments Foundation
$3K
General & Unrestricted
2022
Wagman Foundation
$2K
General Fund
2022
FIDELITY FOUNDATION
$2K
MATCHING GIFTS TO EDUCATION
2022
FIDELITY FOUNDATION
$600
MATCHING GIFTS TO EDUCATION
2022
GE FOUNDATION
$250
MATCHING GIFTS
2022
JPMORGAN CHASE FOUNDATION
$200
GENERAL OPERATING SUPPORT
2022
FIDELITY FOUNDATION
$100
MATCHING GIFTS TO EDUCATION
2022
THE CIGNA GROUP FOUNDATION
$50
GENERAL OPERATING PURPOSES
2022
VERIZON FOUNDATION
$50
MIP PAYOUT FOR 07/05/2022
2022
VERIZON FOUNDATION
$25
MIP PAYOUT FOR 02/07/2022
2022
BRISTOL-MYERS SQUIBB FOUNDATION INC
$25
EMPLOYEE GIVING PROGRAM
2022
NATIONAL PHILANTHROPIC TRUST
$1.3M
EDUCATION
2021
JEWISH COMMUNAL FUND
$500K
GENERAL SUPPORT
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$350K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$350K
For grant recipient's exempt purposes
2021
JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC
$175K
Gen operating support, scholarships, programming
2021
DONOR ADVISED CHARITABLE GIVING INC
$125K
EDUCATION
2021
THE GOLDMAN SACHS CHARITABLE GIFT FUND
$60K
CAPITAL CAMPAIGN
2021
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$45K
For recipient's exempt purpose
2021
The Chicago Community Trust
$21K
General operating support, contribution to annual fund
2021
The Chicago Community Trust
$21K
General operating support, contribution to annual fund
2021
AMERICAN ONLINE GIVING FOUNDATION INC
$19K
GENERAL SUPPORT
2021
CORNELL UNIVERSITY FOUNDATION
$10K
IN FURTHERANCE OF THE ORGANIZATION'S TAX EXEMPT MISSION
2021
First Eagle Investments Foundation
$2K
General & Unrestricted
2021
BNSF RAILWAY FOUNDATION
$500
MATCHING GIFTS 1
2021
JPMORGAN CHASE FOUNDATION
$200
GENERAL OPERATING SUPPORT
2021
BRISTOL-MYERS SQUIBB FOUNDATION INC
$25
EMPLOYEE GIVING PROGRAM
2021
Wagman Foundation
—
General Fund
2021
JEWISH COMMUNAL FUND
$540K
General support
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$361K
For grant recipient's exempt purposes
2020
NATIONAL PHILANTHROPIC TRUST
$218K
EDUCATION
2020
DONOR ADVISED CHARITABLE GIVING INC
$147K
EDUCATION
2020
JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC
$61K
Scholarships non-JCF
2020
HARTFORD FOUNDATION FOR PUBLIC GIVING
$35K
EDUCATION
2020
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$34K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
HARTFORD FOUNDATION FOR PUBLIC GIVING
$30K
GENERAL SUPPORT
2020
AMERICAN ONLINE GIVING FOUNDATION INC
$26K
GENERAL SUPPORT
2020
HARTFORD FOUNDATION FOR PUBLIC GIVING
$25K
GENERAL OPERATING SUPPORT
2020
FOUNDATION FOR THE CHARLOTTE JEWISH
$20K
CHARITABLE GIFT
2020
The Shepard Broad Foundation Inc
$19K
2020-21 Annual Fund; Discretionary Faculty/Staff Appreciation fund
2020
COMMUNITY FOUNDATION OF NEW JERSEY
$15K
GENERAL SUPPORT
2020
THE TEAGLE FOUNDATION
$10K
General Support
2020
CORNELL UNIVERSITY FOUNDATION
$10K
IN FURTHERANCE OF THE ORGANIZATION'S TAX EXEMPT MISSION
2020
SUNSHINE CHARITABLE FOUNDATION
$10K
General Support Grant
2020
The Chicago Community Trust
$10K
TO SUPPORT KRISTIN CUSCELA SIANO SCHOLARSHIP FUND, AND GENERAL OPERATING SUPPORT
2020
THE EMILY HALL TREMAINE FOUNDATION INC
$5K
GENERAL OPERATING SUPPORT
2020
Wagman Foundation
$2K
General Fund
2020
FIDELITY FOUNDATION
$2K
EDUCATION
2020
SYD & JAN M SILVERMAN FOUNDATION INC
$1K
UNRESTRICTED GENERAL
2020
FIDELITY FOUNDATION
$850
EDUCATION
2020
The Bank of America Charitable Foundation Inc
$550
GENERAL SUPPORT
2020
GE FOUNDATION
$450
MATCHING GIFTS
2020
FIDELITY FOUNDATION
$400
EDUCATION
2020
SHELL USA COMPANY FOUNDATION
$200
MG
2020
FIDELITY FOUNDATION
$100
EDUCATION
2020
VERIZON FOUNDATION
$50
MIP PAYOUT FOR 06/12/20
2020
BRISTOL-MYERS SQUIBB FOUNDATION INC
$25
EMPLOYEE GIVING PROGRAM
2020
JEWISH COMMUNAL FUND
$535K
General support
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$378K
For grant recipient's exempt purposes
2019
DONOR ADVISED CHARITABLE GIVING INC
$336K
EDUCATION
2019
THE GOLDMAN SACHS CHARITABLE GIFT FUND
$300K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2019
NATIONAL PHILANTHROPIC TRUST
$165K
EDUCATION
2019
AMERICAN ONLINE GIVING FOUNDATION INC
$73K
GENERAL SUPPORT
2019
COMMUNITY FOUNDATION OF NORTHERN
$69K
PROGRAM SUPPORT
2019
JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC
$56K
general support and scholarships
2019
COMMUNITY FOUNDATION OF NEW JERSEY
$5K
GENERAL SUPPORT
2019
DONOR ADVISED CHARITABLE GIVING INC
$634K
EDUCATION
2018
JEWISH COMMUNAL FUND
$520K
General Support
2018
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$254K
For grant recipient's exempt purposes
2018
HARTFORD FOUNDATION FOR PUBLIC GIVING
$25K
EDUCATION EDUC'N PREK-12
2018
HARTFORD FOUNDATION FOR PUBLIC GIVING
$25K
EDUCATION EDUC'N PREK-12
2018
The Shepard Broad Foundation Inc
$15K
for the Endowment for Travel and Study Abroad Program and 2018 financial aid budget for Loomis sponsored student travel
2018
The Shepard Broad Foundation Inc
$13K
2018-19 Annual Fund
2018
SHINING HOPE FOR COMMUNITIES INC
$11K
SCHOLARSHIP
2018
HARTFORD FOUNDATION FOR PUBLIC GIVING
$10K
EDUCATION EDUC'N PREK-12
2018
The Chicago Community Trust
$6K
GENERAL OPERATING SUPPORT
2018
The Bank of America Charitable Foundation Inc
$5K
PROGRAM/OPERATING SUPPORT
2018
The Bank of America Charitable Foundation Inc
$3K
PROGRAM/OPERATING SUPPORT
2018
The Bank of America Charitable Foundation Inc
$1K
PROGRAM/OPERATING SUPPORT
2018
SYD & JAN M SILVERMAN FOUNDATION INC
$1K
UNRESTRICTED GENERAL
2018
The Bank of America Charitable Foundation Inc
$500
PROGRAM/OPERATING SUPPORT
2018
AbbVie Foundation
$10
Matching Grant
2018
NATIONAL PHILANTHROPIC TRUST
$886K
HUMAN SERVICES
2017
JEWISH COMMUNAL FUND
$515K
General Support
2017
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$232K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
DONOR ADVISED CHARITABLE GIVING INC
$87K
EDUCATION
2017
DAYTON FOUNDATION DEPOSITORY
$8K
JOHN B. TILLSON SCHOLARSHIP FUND; ANNUAL FUND
2017

Funded by

$13.7M from 46 funders · 146 grants · 2017–2024

National Philanthropic Trust

$3.3M · 6 grants · 2017–2023

Jewish Communal Fund

$3.1M · 7 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$2.8M · 8 grants · 2017–2023

Donor Advised Charitable Giving Inc

$1.7M · 7 grants · 2017–2023

The Goldman Sachs Charitable Gift Fund

$500K · 4 grants · 2019–2023

Hartford Foundation For Public Giving

$361K · 9 grants · 2018–2024

Community Foundation Of Northern

$245K · 3 grants · 2019–2023

Details

EIN060653119
NTEE codeB250
Subsection03
Ruling date1938-04
Formed1874
Employees481
Volunteers376
LOOMIS INSTITUTE — Mission, Financials & Grants Received | Grantivo