NonprofitsPhillips Exeter Academy

Education

Phillips Exeter Academy

EXETER, NH

Total revenue

$187.3M

Total expenses

$158.2M

Net assets

$1.9B

Grants received

$76.8M

588 grants

EIN

020222174

Tax year

2023

Mission

See schedule o.

Programs

2 programs

See schedule o.

Expenses: $5.3MGrants: $712K

Auxiliary enterprises include student grill, facility rentals, and the children's center which service the academy during both summer and regular sessions.

Expenses: $783KGrants: $173K

Financials

FY 2023

Revenue

Contributions & grants$19.0M
Program service revenue$76.3M
Investment income$90.9M
Other revenue$1.1M
Total revenue$187.3M

Expenses

Grants paid$26.8M
Salaries & benefits$75.1M
Fundraising$9.0M
Other expenses$56.3M
Total expenses$158.2M
Total assets$2.1B
Net assets$1.9B

People

29 listed

NameRoleCompensation

WILLIAM RAWSON

PRINCIPAL

Board

$657K

40 hrs/wk

MARIJKA BEAUCHESNE

CFO

Board

$365K

40 hrs/wk

KRISTYN MCLEOD VAN OSTERN

TRUSTEE

Board

2 hrs/wk

CIA BUCKLEY MARAKOVITS

TRUSTEE

Board

2 hrs/wk

SANJAY SHETTY

TRUSTEE

Board

2 hrs/wk

IRA D HELFAND

TRUSTEE

Board

2 hrs/wk

SCOTT SANG-WON HAHN

TRUSTEE

Board

2 hrs/wk

ELIZABETH A FLEMING

TRUSTEE

Board

2 hrs/wk

PAULINA L JEREZ

TRUSTEE

Board

2 hrs/wk

GILES K KEMP

TRUSTEE

Board

2 hrs/wk

ERIC A LOGAN

TRUSTEE

Board

2 hrs/wk

UNA JAIN BASAK

TRUSTEE

Board

2 hrs/wk

SAMUEL M MARUCA

TRUSTEE

Board

2 hrs/wk

MICHAEL J SCHMIDTBERGER

TRUSTEE

Board

2 hrs/wk

BRADFORD BRINER

TRUSTEE

Board

2 hrs/wk

CHRISTINE M ROBSON WEAVER

TRUSTEE

Board

2 hrs/wk

LEROY SIMS

TRUSTEE

Board

2 hrs/wk

BELINDA A TATE

TRUSTEE

Board

2 hrs/wk

WOLE C COAXUM

TRUSTEE

Board

2 hrs/wk

MORGAN C SZE

PRESIDENT/TRUSTEE

Board

2 hrs/wk

DEIDRE G O'BYRNE

VICE PRESIDENT/TRUSTEE

Board

2 hrs/wk

E JANNEY WILSON

TRUSTEE

Board

2 hrs/wk

PETER M SCOCIMARA

TRUSTEE

Board

2 hrs/wk

SUZI K COHEN

TRUSTEE

Board

2 hrs/wk

JUSTIN MERRILL

DIRECTOR OF INVESTMENTS

Staff

$384K

40 hrs/wk

MORGAN DUDLEY

DIRECTOR INSTITUTIONAL ADV.

Staff

$330K

40 hrs/wk

HOLLY BARCROFT

GENERAL COUNSEL

Staff

$317K

40 hrs/wk

KATHARINA LILLY

MEDICAL DIRECTOR

Staff

$295K

40 hrs/wk

WILLIAM LEAHY

DEAN OF ENROLLMENT

Staff

$210K

40 hrs/wk

Independent contractors

HARVEY CONSTRUCTION CORP

CONTRACT SERVICES

$10.4M

MARTINI NORTHERN LLC

CONTRACT SERVICES

$7.8M

ROBERT AM STERN ARCHITECTS LLP

CONTRACT SERVICES

$1.8M

BEYER BLINDER BELLE ARCHITECTS PL

ARCHITECT CONSULTING

$1.8M

UKG INC

IT CONSULTING SVCS

$862K

Grants received

Showing 200 of 588

FromAmountPurposeYear
$126K
FOR GENERAL SUPPORT; FOR THE ACADEMY BUILDING
2024
$100K
General & Unrestricted
2024
$90K
GENERAL FUND
2024
$77K
PROGRAM SUPPORT
2024
$75K
CHARITABLE GIFT
2024
$50K
TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS.
2024
$39K
General & Unrestricted
2024
$32K
SECONDARY, PRIMARY, PRESCHOOLS
2024
$25K
THE EXETER FUND
2024
$25K
DINING HALL FUND
2024
$25K
FINANCIAL AID FUND
2024
$21K
EDUCATIONAL INSTITUTIONS
2024
$20K
UNRESTRICTED GENERAL SUPPORT
2024
$18K
SEE STATEMENT A
2024
$16K
EXETER FOR EDUCATORS WRITERS' WORKSHOP
2024
$14K
UNRESTRICTED GENERAL
2024
$10K
CHARITABLE
2024
$10K
PROGRAM SUPPORT
2024
$10K
GENERAL SUPPORT
2024
$10K
GENERAL SUPPORT
2024
$10K
$5,000 (Women's Leadership Council), $5,000 (Annual Fund)
2024
$9K
ELEMENTARY AND SECONDARY SCHOOLS
2024
$7K
EXETER FUND
2024
$5K
GENERAL SUPPORT
2024
$5K
PHILANTHROPIC PURPOSES
2024
$5K
BROWN FAMILY FACULTY FUND
2024
$5K
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$5K
EDUCATIONAL GRANT
2024
$3K
Support of Organization
2024
$3K
CHARITABLE PURPOSES
2024
$3K
MATCHING GIFTS
2024
$3K
GENERAL SUPPORT
2024
$2K
GENERAL OPERATING
2024
$2K
CHARITABLE CONTRIBUTION
2024
$2K
Scholarship for R. Ramos $2,000
2024
$2K
E.S. WELLS KERR SCHOLARSHIP FOR PRINCETON
2024
$2K
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$2K
General & Unrestricted
2024
$2K
ANNUAL GIVING FUND
2024
$1K
SUPPORT EDUCATIONAL PROGRAMS
2024
$1K
FRIENDS OF THE LIBRARY
2024
$1K
EDUCATIONAL ACTIVITIES
2024
$1K
GENERAL
2024
$550
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
$500
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$400
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$200
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$200
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$200
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$100
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$100
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$2.1M
For grant recipient's exempt purposes
2023
$394K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$103K
UNRESTRICTED DONATION
2023
$102K
PROGRAM SUPPORT
2023
$79K
UNRESTRICTED GENERAL SUPPORT
2023
$62K
CHARITABLE DONATION
2023
$58K
SCHOLARSHIPS FOR THE 2023-24 ACADEMIC YEAR
2023
$55K
CHARITABLE GIFT
2023
$52K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2023
$52K
GENERAL OPERATING
2023
$51K
CHARITABLE DONATION
2023
$50K
To promote the work of Phillips Exeter Academy
2023
$50K
SCHOLARSHIPS & FINANCIAL AID
2023
$50K
GENERAL FUND
2023
$50K
TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS.
2023
$43K
GENERAL OPERATING SUPPORT
2023
$40K
FOR CHARITABLE USE
2023
$30K
General & Unrestricted
2023
$25K
THE EXETER FUND
2023
$25K
general business
2023
$25K
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
2023
$25K
DINING HALL FUND
2023
$20K
HEALTHY INDIVIDUALS AND COMMUNITIES
2023
$18K
SEE STATEMENT A
2023
$16K
EXETER FOR EDUCATORS WRITERS' WORKSHOP
2023
$15K
General support for programs, operations and other charitable purposes
2023
$15K
GENERAL SUPPORT
2023
$15K
CHARITABLE
2023
$12K
UNRESTRICTED GENERAL
2023
$11K
SEE STATEMENT #8
2023
$10K
General support, RAK fund, financial aid
2023
$10K
GENERAL OPERATING
2023
$10K
ANNUAL SUPPORT
2023
$10K
Teaching Fund
2023
$10K
UNRESTRICTED GRANT TO SUPPORT ORGANIZATION'S EXEMPT PURPOSE
2023
$10K
FYE 6/2024 GENERAL OPERATING SUPPORT (ANNUAL)
2023
$10K
PROGRAM SUPPORT
2023
$10K
TOWARD THE EXETER FUND IN HONOR OF DR. WILSON M. COMPTON, CLASS OF 77
2023
$10K
GENERAL PURPOSE
2023
$7K
EXETER FUND
2023
$7K
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
2023
$6K
EXEMPT CHARITABLE PURPOSE - FOR EDUCATION
2023
$6K
FOR PROGRAM SUPPORT.
2023
$5K
EMPLOYEE GIVING PROGRAM
2023
$5K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$5K
EXETER FUND FOR FINANCIAL AID
2023
$5K
Matching Gifts
2023
$5K
GENERAL SUPPORT
2023
$5K
BROWN FAMILY FACULTY FUND
2023
$5K
PROMOTE EDUCATION
2023
$5K
UNRESTRICTRED SUPPORT OF THE ORGANIZATIONS EXEMPT PURPOSE
2023
$5K
PHILANTHROPIC PURPOSES
2023
$5K
GENERAL OPERATING FUND
2023
$5K
GENERAL SUPPORT
2023
$5K
EDUCATIONAL GRANT
2023
$4K
GENERAL OPERATING
2023
$3K
PROGRAM/OPERATING SUPPORT
2023
$3K
Support of Organization
2023
$3K
General Fund
2023
$2K
CHARITABLE CONTRIBUTION
2023
$2K
CHARITABLE CONTRIBUTION
2023
$2K
E.S. WELLS KERR SCHOLARSHIP FOR PRINCETON
2023
$2K
General & Unrestricted
2023
$2K
General & Unrestricted
2023
$2K
ANNUAL GIVING FUND
2023
$2K
EDUCATIONAL ACTIVITIES
2023
$2K
Program Support
2023
$1K
SUPPORT EDUCATIONAL PROGRAMS
2023
$1K
PROGRAM/OPERATING SUPPORT
2023
$1K
GENERAL
2023
$1K
FRIENDS OF THE LIBRARY
2023
$1K
GENERAL PURPOSE
2023
$1K
FIDELITY MATCHING GIFTS TO EDUCATION
2023
$1K
THE EXETER FUND FOR SCHOLARSHIPS AND FINANCIAL AID
2023
$1K
THE EXETER FUND FOR SCHOLARSHIPS AND FINANCIAL AID
2023
$799
GENERAL SUPPORT
2023
$500
EDUCATIONAL
2023
$500
SUPPORT EDUCATION
2023
$500
EMPLOYEE GIVING PROGRAM
2023
$500
EMPLOYEE GIVING PROGRAM
2023
$500
EDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES
2023
$500
EDUCATION
2023
$400
GENERAL OPERATING SUPPORT
2023
$300
EMPLOYEE GIVING PROGRAM
2023
$285
EMPLOYEE GIVING PROGRAM
2023
$250
MATCHING GIFTS
2023
$225
PROGRAM/OPERATING SUPPORT
2023
$200
MATCHING GIFTS
2023
$200
FIDELITY MATCHING GIFTS TO EDUCATION
2023
$150
PROGRAM/OPERATING SUPPORT
2023
$103
GENERAL SUPPORT
2023
$103
CHARITABLE PURPOSE
2023
$100
FOR EDUCATIONAL SERVICES.
2023
$100
FIDELITY MATCHING GIFTS TO EDUCATION
2023
$100
FIDELITY MATCHING GIFTS TO EDUCATION
2023
$100
FIDELITY MATCHING GIFTS TO EDUCATION
2023
$50
PROGRAM/OPERATING SUPPORT
2023
$50
EMPLOYEE GIVING PROGRAM
2023
$50
EMPLOYEE GIVING PROGRAM
2023
$50
EMPLOYEE GIVING PROGRAM
2023
$50
EMPLOYEE GIVING PROGRAM
2023
$50
EMPLOYEE GIVING PROGRAM
2023
$50
PROGRAM/OPERATING SUPPORT
2023
$25
GENERAL SUPPORT
2023
$13.6M
For grant recipient's exempt purposes
2022
$381K
SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE
2022

Funded by

$76.8M from 188 funders · 588 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$50.0M · 8 grants · 2017–2023

Donor Advised Charitable Giving Inc

$5.0M · 7 grants · 2017–2023

National Philanthropic Trust

$2.9M · 6 grants · 2017–2023

The Goldman Sachs Charitable Gift Fund

$1.5M · 6 grants · 2019–2023

Vanguard Charitable Endowment Program

$1.3M · 4 grants · 2020–2023

Mulberry Essence Foundation

$1.2M · 4 grants · 2020–2023

Rockefeller Philanthropy Advisors Inc

$1M · 2 grants · 2020–2021

Details

EIN020222174
NTEE codeB250
Subsection03
Ruling date1946-07
Formed1781
Employees1254
Volunteers4244
PHILLIPS EXETER ACADEMY — Mission, Financials & Grants Received | Grantivo