Chase Collegiate School Foundation
Chase Collegiate School Foundation is a private foundation, based in Waterbury, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $11.6M in total assets. In 2025, it awarded 9 grants totaling $501K. Net investment income was $509K.
Chase Collegiate School Foundation at a glance
In short: Chase Collegiate School Foundation gave $501K across 9 grants in 2025 (avg $56K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $500,500
- Grants made (2025)
- 9
- Average grant
- $55,611
- Median grant
- $4,100
- Total assets
- $11,628,264
- +5.9% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Chase Collegiate School Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Children's Community School ($354K). Together the top 9 received $501K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 10 grants of 30 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Chase Collegiate School Foundation gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $501K (2025) to $3.2M (2023). In 2025 it made 9 grants totaling $501K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Community School Waterbury, CT | Operating Support | $354,200 |
| Westover School Middlebury, CT | Operating Support | $115,700 |
| Taft School Watertown, CT | Operating Support | $12,500 |
| Holy Disciples-St Mary Magdalen Oakville, CT | Operating Support | $7,200 |
| Cheshire Academy Cheshire, CT | Operating Support | $4,100 |
| Miss Porter's School Farmington, CT | Operating Support | $4,000 |
| The Frederick Gunn School Washington, CT | Operating Support | $1,500 |
| Hamden Hall Hamden, CT | Operating Support | $900 |
| Westminster School Simsbury, CT | Operating Support | $400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $11,628,264 | $536,418 | $575,752 | $500,500 | 9 | $500,500 | $508,953 | $540,621 |
| 2024 | $10,975,924 | $517,489 | $70,202 | — | — | — | $490,345 | $505,910 |
| 2023 | $10,096,223 | $1,349,454 | $3,389,737 | $3,231,962 | 14 | $3,231,962 | $1,182,593 | $527,326 |
| 2022 | $12,412,386 | $1,880,253 | $881,573 | $650,000 | 6 | $650,000 | $1,374,788 | $685,203 |
| 2021 | $14,644,153 | $501,802 | $930,613 | $624,000 | 1 | — | $414,353 | $665,910 |
Under IRS private-foundation payout rules, Chase Collegiate School Foundation reported a distributable amount of $541K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Chase Collegiate School Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Judy Rowley
Trustee
On filings since 2021
No compensation reported
Maggie Smith
Trustee
On filings since 2021
No compensation reported
Oris Dunham
Trustee
On filings since 2021
No compensation reported
Former officers (4)
- Former: Chris Brooks (2021–2024) — Trustee
- Former: Kara Harlow (2021–2022) — Trustee
- Former: Louise Knies (2021) — Secretary & T
- Former: Stefani Diclemente (2021) — Executive Di
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Chase Collegiate School Foundation
How much does Chase Collegiate School Foundation give each year?
Chase Collegiate School Foundation gave $501K across 9 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Chase Collegiate School Foundation's typical grant size?
Chase Collegiate School Foundation's median grant in 2025 was $4,100, and its average grant was $55,611, across 9 grants on its 2025 IRS Form 990-PF.
Where does Chase Collegiate School Foundation give grants?
Chase Collegiate School Foundation gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Chase Collegiate School Foundation give general operating support?
Yes: 100% of Chase Collegiate School Foundation's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Chase Collegiate School Foundation's largest grantees?
Chase Collegiate School Foundation's largest 2025 grantees include Children's Community School ($354,200), Westover School ($115,700) and Taft School ($12,500), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.
How large is Chase Collegiate School Foundation?
Chase Collegiate School Foundation reported $11.6M in total assets on its 2025 IRS Form 990-PF. It paid out $501K in qualifying distributions that year, against a required minimum of $541K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Chase Collegiate School Foundation's EIN?
Chase Collegiate School Foundation's EIN (Employer Identification Number) is 23-7168186. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Browse active grant opportunities in Chase Collegiate School Foundation's focus areas in our free grants database
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