2026-02-26T20:55:08-06:00 2025-06-30 331498605 PLANTE & MORAN PLLC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2024-07-01 042103562 DANA HALL SCHOOL DANA 7812353010 PO BOX 9010 WELLESLEY MA 024829010 CHARLIE BRESLIN COO/CFO 7812353010 2026-02-26 1 0 JODY K BOOTH P00963825 7812459999 2026-02-26 2024 2025-03-06 01:10:19Z KATHERINE BRADLEY 45 DANA ROAD PO BOX 9010 WELLESLEY MA 024829010 55557737 0 X WWW.DANAHALL.ORG X 1938 MA PLEASE SEE SCHEDULE O.DANA HALL SCHOOL IS AN INDEPENDENT BOARDING AND DAY SCHOOL FOR GIRLS IN GRADES FIVE THROUGH TWELVE. DANA HALL IS COMMITTED TO FOSTERING EXCELLENCE IN ACADEMICS, THE ARTS, AND ATHLETICS WITHIN A VIBRANT, CARING AND INCLUSIVE COMMUNITY. WITH EMPHASIS ON INTEGRITY, LEADERSHIP, DIVERSITY, AND SERVICE AS WELL AS ON RESPECT FOR SELF AND OTHERS, DANA HALL PROVIDES ITS STUDENTS WITH A UNIQUE OPPORTUNITY TO PREPARE THEMSELVES FOR THE CHALLENGES AND CHOICES THEY WILL FACE AS WOMEN AND CITIZENS OF THE WORLD. 25 24 368 0 0 0 12338933 4689984 31224630 32000130 3072554 4253701 0 0 46636117 40943815 6033872 6308336 0 0 17952311 19032147 177734 38467 2134315 12774934 14021814 36938851 39400764 9697266 1543051 194433534 208301704 39406713 43833608 155026821 164468096 DANA HALL IS AN INDEPENDENT BOARDING AND DAY SCHOOL FOR GIRLS IN GRADES FIVE THROUGH TWELVE. 0 0 31560796 6308336 32000130 DANA HALL SCHOOL IS AN INDEPENDENT BOARDING AND DAY SCHOOL, PROVIDING EDUCATION TO APPROXIMATELY 460 STUDENTS IN GRADES FIVE THROUGH TWELVE. DANA HALL IS COMMITTED TO FOSTERING EXCELLENCE IN ACADEMICS, THE ARTS, AND ATHLETICS WITHIN A VIBRANT, CARING AND INCLUSIVE COMMUNITY. WITH EMPHASIS ON INTEGRITY, LEADERSHIP, DIVERSITY, AND SERVICE AS WELL AS ON RESPECT FOR SELF AND OTHERS, DANA HALL PROVIDES ITS STUDENTS WITH A UNIQUE OPPORTUNITY TO PREPARE THEMSELVES FOR THE CHALLENGES AND CHOICES THEY WILL FACE AS WOMEN AND CITIZENS OF THE WORLD. 31560796 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 86 0 368 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X CHARLIE BRESLIN 7812353010 45 DANA ROAD WELLESLEY MA 024829010 KATHERINE BRADLEY HEAD OF SCHOOL 60.00 X X 454661 0 143910 COURTNEY CARUSO BOARD CHAIR 5.00 X X 0 0 0 WILLIAM MARTH TREASURER 5.00 X X 0 0 0 SANDY NILES BOARD VICE CHAIR 5.00 X X 0 0 0 LEE FERGUSON FRECHETTE PRESIDENT OF THE CORPORATION 5.00 X X 0 0 0 KRISTIN O'DONNELL BEDARD TRUSTEE 5.00 X 0 0 0 ROSE HAFERD TRUSTEE 5.00 X 0 0 0 ADRIENNE BROWN TRUSTEE 5.00 X 0 0 0 CHRISTINE BROWN TRUSTEE 5.00 X 0 0 0 RICK SUTPHIN TRUSTEE 5.00 X 0 0 0 GRETCHEN COOK-ANDERSON TRUSTEE 5.00 X 0 0 0 KELLYANNE DIGNAN TRUSTEE 5.00 X 0 0 0 AZIZ HAMZAOGULLARI TRUSTEE 5.00 X 0 0 0 SARAH TAUER TRUSTEE 5.00 X 0 0 0 MARLOUS LAGARDE SECRETARY 5.00 X X 0 0 0 YIN WAH CHLOE SUEN TRUSTEE 5.00 X 0 0 0 JENNIFER VISCO TRUSTEE 5.00 X 0 0 0 ARIANN WILLIAMS TRUSTEE 5.00 X 0 0 0 GUIDA MATTISON TRUSTEE 5.00 X 0 0 0 STACEY HARRIS TRUSTEE 5.00 X 0 0 0 AMANDA COYLE FITZGERALD TRUSTEE 5.00 X 0 0 0 JACOB CONCA TRUSTEE 5.00 X 0 0 0 HEIDI HARRIS VANNI TRUSTEE 5.00 X 0 0 0 JEFF TESCHKE TRUSTEE 5.00 X 0 0 0 JEFF WOLK TRUSTEE 5.00 X 0 0 0 CHARLIE BRESLIN CHIEF OPERATING/FINANCIAL OFFICER 50.00 X 255555 0 21107 CHRISTINA BASKETT CHIEF ADVANCEMENT OFFICER 50.00 X 204218 0 66716 ROB MATHER ASSOCIATE HEAD OF SCHOOL 50.00 X 164757 0 102572 ANGELA BROWN ASST HEAD OF ADMISSION & STRATEGY 50.00 X 152581 0 62973 AMY KUMPEL DIRECTOR OF UPPER SCHOOL 50.00 X 141664 0 83088 ELIZABETH RIGBY DIRECTOR OF DEVELOPMENT 50.00 X 147067 0 28298 1520503 0 508664 40 0 1 0 CONSTRUCTION MANAGEMENT & BUILDERS 85 SAM FONZO DRIVE BEVERLY MA 01915 CONSTRUCTION 2583239 COMPASS FACILITY SERVICES 65 JACKMAN STREET GEORGETOWN MA 01527 CLEANERS 685184 PHIL MASTROIANNI CORP 17 FOUNTAIN STREET WALTHAM MA 02543 LANDSCAPING 377197 NORTHEAST ELECTRICAL AND MECHANICAL SERV PO BOX 736 WALPOLE MA 02081 HVAC CONTRACTOR 202183 MOBILE MODULAR PO BOX 45043 SAN FRANCISCO CA 94145 TEMP CLASSROOMS 196900 5 4689984 1061451 4689984 TUITION AND FEES 611600 29159872 29159872 AUXILIARY INCOME 611710 1619644 1619644 OTHER INCOME 611600 1220614 1220614 32000130 3402827 3402827 15464796 14613922 850874 850874 850874 40943815 32000130 0 4253701 6308336 6308336 812928 812928 14672137 11287913 2089884 1294340 859966 637812 135116 87038 1610845 1247500 241547 121798 1076271 802548 181676 92047 524643 300135 180200 44308 275281 275281 60407 60407 38467 38467 190212 190212 297317 297317 2082476 2030691 16455 35330 1168930 1136004 24444 8482 83195 948 64286 17961 136023 77073 52897 6053 638584 638584 4657343 4312985 331897 12461 509015 509015 CONTRACTED SERVICES 1656190 1611685 33040 11465 EQUIPMENT RENTAL AND MA 367483 351344 15858 281 SPECIAL EVENTS 334482 8912 157645 167925 TRANSPORTATION 299675 137023 162652 740558 162288 381911 196359 39400764 31560796 5705653 2134315 19194616 24291314 3039048 2080213 94374 56993 782652 765363 111200977 45130889 68849496 66070088 99930871 112375075 2542477 2662658 194433534 208301704 4974182 5125051 7684458 12909091 26061477 25143189 686596 656277 39406713 43833608 X 69727804 70752316 85299017 93715780 155026821 164468096 194433534 208301704 1543051 7898224 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 94943737 931518 11272951 0 107148206 79172025 7693835 10277877 2200000 94943737 71856875 1979965 7535185 2200000 79172025 75919322 2887332 -6949779 71856875 62688706 571688 14158928 1500000 75919322 0.23410 0.76590 0 0 6025911 6025911 95214075 38439834 56774241 8267627 5869460 2398167 1693364 821595 871769 66070088 SPLIT INTEREST AGREEMENTS 521519 OPERATING LEASE OBLIGATIONS 134758 656277 X 42343491 7898224 7898224 34445267 190212 6308336 6498548 40943815 32902216 0 32902216 190212 6308336 6498548 39400764 PART V, LINE 4: THE ENDOWMENT IS AN IMPORTANT ASSET OF THE DANA HALL SCHOOL. TOTAL RETURN TO THE SCHOOL IN TERMS OF BOTH INCOME AND LONG TERM GROWTH IS CONSIDERED TO BE OF CRUCIAL IMPORTANCE TO PROVIDE FLEXIBILITY IN THE FUTURE FINANCIAL MANAGEMENT OF THE SCHOOL. THE ENDOWMENT'S INVESTMENT OBJECTIVE IS TO MAXIMIZE ITS TOTAL RATE OF RETURN CONSISTENT WITH PRUDENT RISK-TAKING, IN ORDER, OVER THE LONG TERM, TO MAINTAIN OR INCREASE THE REAL PURCHASING POWER OF THE PORTFOLIO. THE SCHOOL HAS ADOPTED A SPENDING POLICY WHEREBY A PERCENTAGE OF THE HISTORICAL AVERAGE MARKET VALUE OF THE ENDOWMENT FOR PROGRAM SERVICES AND CAPITAL NEEDS IS DISTRIBUTED AND TREATED AS SUPPORT FOR CURRENT OPERATING ACTIVITIES. PART X, LINE 2: IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THESE DETERMINATIONS HAVE BEEN REVIEWED ACCORDING TO GUIDANCE IN A FINANCIAL ACCOUNTING STANDARDS BOARD PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SCHOOL NOW APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF JUNE 30, 2025, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,308,336. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,308,336. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES A RACIAL NONDISCRIMINATORY POLICY ON THEIR WEBSITE. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SERVICES ADMISSIONS RECRUITING 43498 EAST ASIA AND THE PACIFIC FUNDRAISING 15180 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES ADMISSIONS RECRUITING 5912 SOUTH ASIA PROGRAM SERVICESPROGRAM SERVICES ADMISSIONS RECRUITING 13358 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES ADMISSIONS RECRUITING AND SCHOOL SPONSORED TRIP 24949 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES SCHOOL SPONSORED TRIP 13920 0 0 0 0 0 0 116817 0 116817 0 0 0 0 0 0 X X X X X 1 GRAHAM-PELTON CONSULTING 39 BEECHWOOD ROAD SUMMIT NJ 07901 CAMPAIGN CONSULTANT 0 0 38467 -38467 38467 -38467 1 FINANCIAL AID 112 6308336 PART I, LINE 2: DANA HALL REQUIRES ALL FAMILIES ASKING FOR FINANCIAL GRANT AWARDS TO COMPLETE A FINANCIAL AID APPLICATION. THE APPLICATION FOR AID INCLUDES A COMPLETED SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) WHICH IS AN INDEPENDENT DETERMINATION OF WHAT THE FAMILY CAN CONTRIBUTE TOWARDS EDUCATIONAL COSTS. THE APPLICATION ALSO INCLUDES PARENTS' FINANCIAL STATEMENTS, FEDERAL TAX RETURNS, AND W-2S. ALL FINANCIAL GRANT AWARDS ARE DETERMINED ON THE BASIS OF NEED AND ON A RACIALLY NON-DISCRIMINATORY BASIS AS DETERMINED BY THE SSS AND THE FINANCIAL AID COMMITTEE USING ALL INFORMATION OBTAINED IN THE APPLICATION. ONCE THE FINANCIAL AID OFFICE RECEIVES ALL FINANCIAL MATERIALS PERTAINING TO THE APPLICATION, THE COMMITTEE WILL REVIEW EACH FAMILY'S REQUEST. CONSIDERATION FOR AID IS MADE AFTER A STUDENT HAS BEEN DEEMED ADMISSABLE AT DANA HALL. ONCE THE AWARD HAS BEEN GIVEN AND THE STUDENT ENROLLS AT THE SCHOOL, THE BUSINESS OFFICE IS GIVEN THE AMOUNT OF THE AWARD TO PROCESS AGAINST THE STUDENT ACCOUNT. THESE FUNDS ARE PART OF THE SCHOOL'S OPERATING BUDGET AND THE BUSINESS OFFICE PRODUCES REPORTS IN ORDER TO VERIFY AGAINST THE FINAL FINANCIAL AID REPORTS TO STUDENT BILLING. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 KATHERINE BRADLEY HEAD OF SCHOOL 454661 0 0 0 0 0 38288 0 105622 0 598571 0 0 0 CHARLIE BRESLIN CHIEF OPERATING/FINANCIAL OFFICER 255555 0 0 0 0 0 17889 0 3218 0 276662 0 0 0 CHRISTINA BASKETT CHIEF ADVANCEMENT OFFICER 204218 0 0 0 0 0 14295 0 52421 0 270934 0 0 0 ROB MATHER ASSOCIATE HEAD OF SCHOOL 164757 0 0 0 0 0 11533 0 91039 0 267329 0 0 0 AMY KUMPEL DIRECTOR OF UPPER SCHOOL 141664 0 0 0 0 0 9916 0 73172 0 224752 0 0 0 ANGELA BROWN ASST HEAD OF ADMISSION & STRATEGY 152581 0 0 0 0 0 10681 0 52292 0 215554 0 0 0 ELIZABETH RIGBY DIRECTOR OF DEVELOPMENT 147067 0 0 0 0 0 10295 0 18003 0 175365 0 0 0 PART I, LINE 1A AS A BOARDING SCHOOL, CERTAIN MEMBERS OF THE FACULTY AND STAFF ARE REQUIRED TO LIVE ON CAMPUS FOR THE PURPOSE OF SUPERVISING THE STUDENTS. THE ESTIMATED VALUE OF THIS BENEFIT IS BASED ON THE ESTIMATED RENTAL VALUE OF THE RESPECTIVE PROPERTY AND IS INCLUDED IN THE OTHER COMPENSATION REPORTED ON FORM 990 PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN D. THE HEAD OF SCHOOL'S RESIDENCE INCLUDES BOTH PUBLIC AND PRIVATE SPACE. THE ESTIMATED VALUE FOR THE HEAD OF SCHOOL'S RESIDENCE REFLECTS THE PRIVATE PORTION OF THE RESIDENCE. HOUSEKEEPING SERVICES AT A COST OF $14,000 ARE PROVIDED FOR THE HEAD OF SCHOOL'S RESIDENCE. PART I, LINE 4B KATHERINE BRADLEY 457B = $14,138 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2011-06-01 24528758 REFINANCE 2009 BOND 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2022-02-01 8000000 FUND RENOVATION OF CLASSROOM BUILDING 0 0 0 C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2022-02-01 3000000 FUND RENOVATION OF CLASSROOM BUILDING 0 0 0 A 10025738 24528758 24431564 97194 1 0 1 1 B 244841 8000000 50001 7949999 0 0 1 1 C 3000000 3000000 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 29828 NEED BASED SCHOLARSHIP FINANCIAL AID X 29 779082 FAIR MARKET VALUE X HORSES 3 281500 APPRAISAL X DINNER 1 869 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS AUTHORIZED WITH THE SAME POWERS OF THE BOARD OF TRUSTEES DURING INTERVALS BETWEEN MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SCHOOL'S CORPORATION ("CORPORATORS") ELECT MEMBERS OF THAT BODY AS WELL AS MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF TRUSTEES IS THE SCHOOL'S GOVERNING BODY WITH FULL POWER TO MANAGE THE AFFAIRS OF THE SCHOOL, EXCEPT FOR CERTAIN LIMITED POWERS SUCH AS DISSOLUTION RESERVED FOR THE CORPORATORS. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE AND THE AUDIT & RISK MANAGEMENT COMMITTEE WITH A PRESENTATION OF MATERIALS FROM THE SCHOOL'S AUDITORS. THE EXECUTIVE COMMITTEE AND THE AUDIT & RISK MANAGEMENT COMMITTEE RECOMMEND APPROVAL OF THE 990 TO THE FULL BOARD WHICH THEN APPROVES IT. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN OFF ON AN ANNUAL BASIS. BOARD MEMBERS ARE ASKED TO COMPLETE DISCLOSURE FORMS ANNUALLY TO IDENTIFY RELATIONSHIPS WITH THE SCHOOL AND OTHER INTERESTED PARTIES. THESE FORMS ARE REVIEWED BY THE COMMITTEE ON TRUSTEES, AND ANY DISCLOSED RELATIONSHIPS ARE DISCUSSED; ANY COMMITTEE MEMBER WHO IS THE SUBJECT OF A DISCLOSURE IS RECUSED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, FUNCTIONING AS THE COMPENSATION COMMITTEE, COMPRISED OF DISINTERESTED TRUSTEES, DETERMINES THE HEAD OF SCHOOL'S COMPENSATION. AFTER REVIEW OF PEER SCHOOL DATA, FINANCIAL REPORTING (FORM 990), AND OTHER MATERIALS, THE COMMITTEE DOCUMENTS ITS DELIBERATIONS AND VOTE IN MEETING MINUTES. THE BOARD CHAIR REPORTS THE COMMITTEE'S VOTE TO THE FULL BOARD OF TRUSTEES. FOR OTHER KEY EMPLOYEES, THE HEAD OF SCHOOL DETERMINES COMPENSATION BASED ON BENCHMARKING WITH PEER SCHOOLS IN THE AREA, AMONG OTHER FACTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE GOVERNING DOCUMENTS, AS WELL AS CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.