MIDDLESEX SCHOOL IS AN INDEPENDENT, NON-DENOMINATIONAL, RESIDENTIAL, COLLEGE-PREPARATORY SCHOOL THAT, FOR OVER ONE HUNDRED YEARS, HAS BEEN COMMITTED TO EXCELLENCE IN THE INTELLECTUAL, ETHICAL, CREATIVE, AND PHYSICAL DEVELOPMENT OF YOUNG PEOPLE. (SEE SCHEDULE O)
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$445.0M
+2.5% YoY
Revenue
$48.4M
+14.4% YoY
Net Investment Income
$13.6M
+116.1% YoY
Expenses
$50.0M
+6.4% YoY
About Middlesex School
Based on IRS filings
Middlesex School is a nonprofit organization focused on Education, based in CONCORD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $445.0M in total assets. Net investment income was $13.6M.
Focus Areas
Ready to take the next step with Middlesex School?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $444,959,376 | $434,288,156 | $434,598,457 |
| Revenue | $48,448,306 | $42,360,502 | $51,673,207 |
| Expenses | $50,025,587 | $47,028,564 | $46,626,306 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $13,574,021 | $6,280,851 | $18,747,528 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ELIZABETH SPEERS | HEAD OF SCHOOL | 80 | $336,172 |
| ALEXANDER C BANKER | TRUSTEE | 5 | — |
| MARY LOU BOUTWELL | TRUSTEE | 5 | — |
| JOHANNA BOYNTON | TRUSTEE | 5 | — |
| JOY CONNOLLY | TRUSTEE | 5 | — |
| CAROLINE COUNSELMAN | TRUSTEE | 5 | — |
| JAMES F CURTIS III | TRUSTEE | 5 | — |
| MADELINE DEMOULAS | TRUSTEE | 5 | — |
| ABIGAIL MARR DOFT | TRUSTEE | 5 | — |
| SAMANTHA DU | TRUSTEE | 5 | — |
| JENNIFER BURNES FULTON | TRUSTEE | 5 | — |
| WILLIAM J HO | TRUSTEE | 5 | — |
| ROBERT W IULIANO | TRUSTEE | 5 | — |
| CHARLES MADDOCK | TRUSTEE | 5 | — |
| EDWARD F MEHM | TRUSTEE | 5 | — |
| PATRICIA A MELTON | TRUSTEE | 5 | — |
| J BENJAMIN NYE | TRUSTEE | 5 | — |
| FREDDIE PANTOJA | TRUSTEE | 5 | — |
| DR COURTNEY PORTLOCK | TRUSTEE | 5 | — |
| MARY PRYSHLAK | TRUSTEE | 5 | — |
| JASMINE RICHARDS | TRUSTEE | 5 | — |
| ALEXANDRA HANKEN RUSSELL | TRUSTEE | 5 | — |
| BRET STEPHENS | TRUSTEE | 5 | — |
| CASS SUNSTEIN | TRUSTEE | 5 | — |
| STANOY S TASSEV | TRUSTEE | 5 | — |
| ROBERT C TRUMBULL | TRUSTEE | 5 | — |
| JULIA FRENCH VEGHTE | TRUSTEE | 5 | — |
| JASON ROBART | PRESIDENT | 5 | — |
| ANNE T BASS | VICE PRESIDENT | 5 | — |
| ROBERT M BASS | VICE PRESIDENT | 5 | — |
| ALLEN J MODEL | VICE PRESIDENT | 5 | — |
| SARAH C LEARY | SECRETARY | 5 | — |
| ANDREW PITTS | TREASURER | 5 | — |
| KARLYN MCNALL | ASSOCIATE HEAD OF SCHOOL | 80 | $350,612 |
| THERESE CUNNINGHAM | CHIEF FINANCIAL OFFICER | 60 | $270,317 |
| GEORGE NOBLE | CHIEF ADVANCEMENT OFFICER | 60 | $235,561 |
| HEATHER PARKER | CHIEF ADVANCEMENT OFFICER | 60 | $242,658 |
| DOUGLAS PRICE | DEAN OF ADMISSIONS & FINANCIAL AID | 60 | $174,889 |
| MATTHEW DEGREEFF DEAN OF | COLLEGE COUNS. & STUDENT ENRICHMENT | 60 | $161,147 |
| CHARLES MCDONALD | ACADEMIC TECH. SPC. (UNTIL 6/30/23) | — | $202,676 |
| MICHAEL SCHAEBERLE | DIRECTOR OF STUDIES | 60 | $144,303 |
| KERRY MAGEE | DIRECTOR OF FACULTY DEVELOPMENT | 60 | $143,709 |
| MATTHEW CROZIER | FORMER CHIEF OPERATING OFFICER | — | $107,585 |
| DAVID BEARE | FORMER HEAD OF SCHOOL | — | $198,919 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
Grants
11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Communities for Restorative Justice
BOSTON, MA
Assets
$524K
Grants
1
Total Given
$61K
Hingham Historical Society Inc
HINGHAM, MA
Assets
$7.4M
Grants
1
Total Given
$10K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Middlesex School on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities