Middlesex School
Middlesex School helps students find their promise through rigorous intellectual, physical, creative, and ethical education. We value integrity, kindness, inclusivity, excellence, and engagement in service or our community and the wider world.
Middlesex School at a glance
In short: Middlesex School gave $105K across 3 grants in 2025 (avg $35K), mostly in Massachusetts. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $105,321
- +1217.8% vs 2024
- Grants made (2025)
- 3
- Average grant
- $35,107
- Median grant
- $50,000
- Total assets
- $556,036,805
- +25.0% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Middlesex School funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Town of Concord - Town 250TH Gift Fund ($100K across 2 grants). Together the top 2 received $105K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 5 grants of 8 (63%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Middlesex School gives
- Giving grew 111% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8K (2024) to $105K (2025). In 2025 it made 3 grants totaling $105K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Town of Concord - Town 250TH Gift Fund Concord, MA | Gift for 250 Memorial Trees | $50,000 |
| Town of Concord - Town 250TH Gift Fund Concord, MA | Police Department for Officer Body Cameras | $50,000 |
| The Massachusetts Coalition for the Homeless Inc Lynn, MA | Education on Homelessness and Support to the Homeless | $5,321 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $556,036,805 | $59,021,357 | $54,692,137 | $105,321 | 3 | $12,243,171 |
| 2024 | $444,959,376 | $48,448,306 | $50,025,587 | $7,992 | Total only | $13,574,021 |
| 2023 | $434,288,156 | $42,360,502 | $47,028,564 | $50,000 | 2 | $6,280,851 |
| 2022 | $434,598,457 | $51,673,207 | $46,626,306 | $50,000 | 2 | $18,747,528 |
| 2021 | $485,283,896 | $51,739,388 | $42,792,209 | $50,000 | 1 | $17,631,138 |
| 2020 | $383,090,796 | $48,353,374 | $41,913,982 | $50,000 | 1 | $12,958,037 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Middlesex School
Based on IRS filings
Middlesex School is a public charity focused on Education, based in Concord, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $556.0M in total assets. In 2025, it awarded 3 grants totaling $105K. Net investment income was $12.2M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Middlesex School is led by Jason Robart, President since 2023 (on filings since 2020); 10 of 42 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jason Robart
President
Trustee → President, 2023
On filings since 2020
5 hrs/week
No compensation reported
Kurtis Lacroix
Director of Projects & Safety
New on the 2025 filing
60 hrs/week
$178K (2025)
Abigail Marr Doft
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Alexander C. Banker
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Bret Stephens
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Cass Sunstein
Trustee
On filings since 2020
5 hrs/week
No compensation reported
James F. Curtis III
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Jennifer Burnes Fulton
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Johanna Boynton
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Joy Connolly
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Mary Lou Boutwell
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Patricia A. Melton
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Robert C. Trumbull
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Charles Maddock
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Madeline Demoulas
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Stanoy S. Tassev
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Robert W. Iuliano
Trustee
On filings since 2022
5 hrs/week
No compensation reported
Samantha Du
Trustee
On filings since 2022
5 hrs/week
No compensation reported
Caroline Counselman
Trustee
On filings since 2023
5 hrs/week
No compensation reported
Courtney Portlock
Trustee
On filings since 2023
5 hrs/week
No compensation reported
Jasmine Richards
Trustee
On filings since 2023
5 hrs/week
No compensation reported
Freddie Pantoja
Trustee
On filings since 2024
5 hrs/week
No compensation reported
Mary Pryshlak
Trustee
On filings since 2024
5 hrs/week
No compensation reported
William J. Ho
Trustee
On filings since 2024
5 hrs/week
No compensation reported
Afua Ofosu-Barko
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Alex Russell
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Dune Thorne
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Juan Sabater
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Douglas C. Price
Dean of Admissions & Financial Aid
Director of Admissions → Dean of Admissions, 2022
Dean of Admissions → Dean of Admissions & Financial Aid, 2023
On filings since 2020
60 hrs/week
$134K (2020) → $181K (2025)
George W. Noble
Chief Advancement Officer
Director of Advancement → Chief Advancement Officer, 2024
On filings since 2020
60 hrs/week
$190K (2020) → $218K (2025)
Heather J. Parker
Chief Advancement Officer
Director of Development → Chief Advancement Officer, 2024
On filings since 2020
60 hrs/week
$195K (2020) → $220K (2025)
Matthew J. Degreeff Dean Of
College Counsel & Student Enrichment
College Counseling & Student Enrichment → College Counseling & Student Enrichm, 2023
College Counseling & Student Enrichm → College Counsel & Student Enrichment, 2024
On filings since 2020
60 hrs/week
$124K (2020) → $136K (2025)
Therese A. Cunningham
CFO
CFO → Chief Financial Officer, 2023
Chief Financial Officer → CFO, 2025
On filings since 2020
60 hrs/week
$197K (2020) → $301K (2025)
Karlyn M. McNall
Associate Head of School
Interim Hos → Interim Head of School, 2023
Interim Head of School → Associate Head of School, 2024
On filings since 2022
80 hrs/week
$214K (2022) → $403K (2025)
Elizabeth Speers
Head of School
On filings since 2024
80 hrs/week
$336K (2024) → $704K (2025)
Joffrey Bremond
Controller
New on the 2025 filing
60 hrs/week
$145K (2025)
Marc Carter
Chief Innovation Officer
New on the 2025 filing
60 hrs/week
$159K (2025)
Allen J. Model
Vice President
Vice President → Trustee & Vice President, 2021
Trustee & Vice President → Vice President, 2022
On filings since 2020
5 hrs/week
No compensation reported
Andrew Pitts
Treasurer
Secretary → Treasurer, 2023
On filings since 2020
5 hrs/week
No compensation reported
Anne T. Bass
Vice President
On filings since 2020
5 hrs/week
No compensation reported
Robert M. Bass
Vice President
On filings since 2020
5 hrs/week
No compensation reported
Sarah C. Leary
Secretary
Vice President → Secretary, 2023
On filings since 2020
5 hrs/week
No compensation reported
Former officers (31)
- Former: David Beare (2020–2024) — Former Head of School
- Former: Edward F. Mehm (2020–2024) — Trustee
- Former: Julia French Veghte (2020–2024) — Trustee
- Former: Matthew E. Crozier (2020–2024) — Former Chief Operating Officer
- Former: Alexandra Hanken Russell (2023–2024) — Trustee
- Former: Charles McDonald (2024) — Academic Tech. Spc.
- Former: J. Benjamin Nye (2024) — Trustee
- Former: Kerry Magee (2024) — Director of Faculty Development
- Former: Michael Schaeberle (2024) — Director of Studies
- Former: Benjamin J. Nye (2020–2023) — Trustee
- Former: Rodney Clark (2020–2023) — Trustee
- Former: Joe Alford (2022–2023) — Chief Technology Officer
- Former: Margaret McLaughlin (2022–2023) — Director of Health & Wellness
- Former: Kathryn Marchand (2023) — Dean of Faculty
- Former: Brickson Diamond (2020–2022) — Trustee
- Former: John Brooke (2020–2022) — Trustee
- Former: Ricardo Albarran (2020–2022) — Trustee
- Former: Stephen D. Lari (2020–2022) — President
- Former: William Danoff (2020–2022) — Treasurer
- Former: Denise Burgess (2021–2022) — Trustee
- Former: Kathleen Goddard Director Of (2022) — Facilities & Operations
- Former: Thomas Flemma (2022) — Trustee
- Former: Chivas Chi-Wah Lam (2020–2021) — Trustee
- Former: Judith Kaye (2020–2021) — Trustee
- Former: Karlyn M. McNall Assistant (2020–2021) — Head for Faculty & Academics
- Former: David McKenna (2020) — Treasurer
- Former: Katherine Stearns Symonds (2020) — Trustee
- Former: Kathleen C. Giles (2020) — Former Head of School
- Former: Kimberly Gwinnlandry (2020) — Trustee
- Former: Robert Sm Lawrence (2020) — Trustee
- Former: Scott F. Powers (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $704K, to Elizabeth Speers (Head of School). 10 officers or directors reported compensation on that filing.
Frequently asked questions about Middlesex School
How much does Middlesex School give each year?
Middlesex School gave $105K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it reported $8K in grants paid.
What is Middlesex School's typical grant size?
Middlesex School's median grant in 2025 was $50,000, and its average grant was $35,107, across 3 grants on its 2025 IRS Form 990.
Where does Middlesex School give grants?
Middlesex School gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Concord, MA (2 grants).
Does Middlesex School give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Middlesex School's 2025 IRS Form 990 were described as general or operating support.
How large is Middlesex School?
Middlesex School reported $556.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $59.0M.
What is Middlesex School?
Middlesex School is a public charity focused on Education, based in Concord, MA. It holds $556.0M in total assets as of 2025.
What is Middlesex School's EIN?
Middlesex School's EIN (Employer Identification Number) is 04-2103821. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Middlesex School's focus areas in our free grants database
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Pobble Stone Foundation
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The Spofford Foundation Inc
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The Spofford Foundation funds charitable work including community activities, health care, research, arts, education, and conservation, with recent grants mainly in New York and North Carolina and others across several states. Its 2024 grants ranged from $500 to $35,000, with a median of $2,500. It gives only to preselected organizations and does not accept unsolicited requests.
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Middlesex School down — hundreds of funders to go?