Connecticut · Nonprofit
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED (Connecticut) receives grants from 207 organizations whose IRS filings report $60,734,355 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($11,218,539). 144 of them have funded it in more than one year.
- Revenue FY2025
- $99M
- Funders on record
- 207
- Grants received
- $61M
- Net assets
- $832M
What Choate Rosemary Hall Foundation Incorporated does
Mission
To provide a quality secondary independent school education to approximately 850 students per year.
As stated on its FY2025 Form 990.
Programs
The school educates (academically, residentially and athletically) approximately 850 students through the efforts of dedicated faculty and staff.
$35,060,053 spent$65,085,968 earned by the program39% of program spendingThe school maintains about 1.4 million square feet of residential, academic and athletic space for a community of over 1,000 members. The majority of this expense reflects the depreciation on the school property, plant and equipment, which has a current accounting value of $207.9 million.
$24,264,141 spent27% of program spendingThe school discounts tuition in the form of financial aid at an approximate rate of 27.09% in an effort to recruit and retain the most talented student body. The school recognizes that a diverse student body betters the overall experience for all involved, and that while not everyone can contribute financially in terms of tuition, everyone has something to offer the choate rosemary hall community.
$15,532,352 spentof which $15,532,352 as grants17% of program spendingManagement fees for food service and housekeeping expenses
$15,942,827 spent18% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $90,799,373.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $701M to $825M (+18%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2024 7%. Grants only. Government contracts and fees sit inside program revenue.
31% of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED’s revenue is contributions — more donation-reliant than the typical peer (23% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base broadened from 63 funders to 101 funders, grant income rose $2.8M → $7.9M.
44 of 207 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 47% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED’s funders (the co-funder graph). Top 30 of 207 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED has a broad base — no single funder exceeds 18% of grant income, and it takes 5 funders to reach half.
the vertical line marks half of all grant income — 5 funders to its left
54% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CHOATE ROSEMARY HALL FOUNDATION INCORPORATED.
Largest funder’s share by year: 2017 18% · 2018 36% · 2019 33% · 2020 30% · 2021 28% · 2022 31% · 2023 29% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
47% of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED's funders are still giving 3 years after their first grant; 70% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED draws 95% of its grant income from funders outside Connecticut, across 32 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $29M arriving through sponsors registered in 22 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED is better cushioned than half of the 3,794 education nonprofits its size.
this organization peer median middle 50% of peers· 3,794 education nonprofits $10M–$100M, FY2025
Government funding CHOATE ROSEMARY HALL FOUNDATION INCORPORATED receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $5k on record.
- Conf/Seminars/Workshop-Hosting$5k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Connecticut
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
86% of spending goes to programs.
Governance
Public support
84%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Part of a family of 2 related entities
- Crh Investments Holdings LP · partnership
- Charitable Remainder Trust (1) · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for CHOATE ROSEMARY HALL FOUNDATION INCORPORATED: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CHOATE ROSEMARY HALL FOUNDATION INCORPORATED?
- CHOATE ROSEMARY HALL FOUNDATION INCORPORATED (Connecticut) receives grants from 207 organizations whose IRS filings report $60,734,355 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($11,218,539). 144 of them have funded it in more than one year.
- How many funders does CHOATE ROSEMARY HALL FOUNDATION INCORPORATED have?
- IRS filings report 207 organizations giving $60,734,355 in grants to CHOATE ROSEMARY HALL FOUNDATION INCORPORATED, 144 of which have funded it in more than one year.
- Who is the largest funder of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $11,218,539 in grants. The full list of funders is on this page.
- How can an organization like CHOATE ROSEMARY HALL FOUNDATION INCORPORATED find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Connecticut. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Choate Rosemary Hall →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 207 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing