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The Loomis Chaffee School
The Loomis Chaffee School opened in 1914 after five siblings transferred family lumber assets into The Loomis Institute. Jody Reilly Soja became Head of School...
The Loomis Chaffee School
The Loomis Chaffee School opened in 1914 after five siblings transferred family lumber assets into The Loomis Institute. Jody Reilly Soja became Head of School in 2024. The $350 million endowment supports the boarding and day programs on the Windsor campus. Allocations include a 24.5 percent private equity weighting alongside real estate holdings and other alternatives. The school maintains exposure across buyout, growth, and pre-IPO stages. Geographic reach spans North America, Europe, Asia, Africa, and South America. The Loomis Chaffee ESG Fund operates as an internal vehicle focused on sustainable criteria. The institution employs 190 staff. Loomis Foundation Inc, established in 1994, channels additional philanthropic support. In 2024 alumnus Henry R. Kravis contributed $100 million to the endowment. The single Windsor campus houses academic buildings, residences, and the Richmond Art Center. Governance links the endowment directly to The Loomis Institute, with the investment committee chaired by an external advisor from Pathstone. This structure keeps capital deployment decisions inside the school's operating entity rather than through separate family vehicles.
General information
Firm type
Endowment / Foundation
Year founded
1914
Location
Region
North America
Country
United States
City
Windsor
Corporate office
4 Batchelder Road, Windsor, CT 06095, United States
Principals
Jody Reilly Soja
Head of School and President of The Loomis Institute
Rachel Kort
Chair of the Investment Committee
Duncan A.L. MacLean
Chairman of the Board of Trustees
Sector focus
Frequently asked questions
Who runs investment decisions at The Loomis Chaffee School?
Rachel Kort chairs the Investment Committee. She serves as Managing Director at Pathstone.
What asset classes does the endowment hold?
Private equity accounts for 24.5 percent of assets. Real estate and other alternatives complete the allocation.
How is The Loomis Chaffee School structured relative to its endowment?
The endowment sits inside The Loomis Institute, the same entity that operates the school. Loomis Foundation Inc provides separate philanthropic support.
Which regions receive endowment capital?
Investments span North America, Europe, Asia, Africa, and South America.
What recent capital inflow occurred at the endowment?
In 2024 alumnus Henry R. Kravis contributed $100 million.
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