who we are.
Berkeley Hall, an independent nursery through eighth grade school, was founded in 1911 by two dedicated educators: Leila and Mabel Cooper. They viewed children as inherently good, intelligent, inquisitive, capable, and uniquely talented individuals. Their educational philosophy and approach was rooted in their study of Christian Science, which recognizes such God-given qualities and potential as being innate within each child. The Cooper sisters’ spiritual view of children fueled their desire to establish a school wherein each student would be embraced by a “no limits, no labels, and lots of love” culture and learning environment. That credo still guides Berkeley Hall today.
2014-15
what “ guides us.
REPORT OF GIVING
We are guided by our unwavering commitment to our mission:
To empower children to fulfill their unlimited, God-given potential as fearless scholars and conscientious citizens.
what we do.
We unlock potential. We instill a love of learning. We prepare children to succeed. We inspire children to make a positive, meaningful difference in the world. Berkeley Hall teachers encourage and foster inquisitiveness, self-discovery, and a deep love of learning. Teachers here help students to set high standards and to exceed expectations, while supporting, nurturing, and mentoring them along the way. Our teachers inspire our students to grow, explore, learn, and prepare for rigorous high school and college or university studies, and, most of all, to lead lives of meaning, purpose, and accomplishment. Indeed, Berkeley Hall teachers empower their students to be active, perceptive thinkers whose love of learning and determination to be a positive difference maker in the world will define them for a lifetime. Berkeley Hall teachers are passionate about enabling their students – your children – to experience the joy and satisfaction of fulfilling their full potential. Our core values of respect (for both others and oneself), responsibility, compassion, and honesty were determined by Berkeley Hall students and teachers themselves, and are integrated into our academic, arts, and athletic programs on a daily basis. And our balanced learning environment includes the development of moral, intellectual, social, and artistic sensibilities and athletic capabilities.
“
Table of CONTENTS BHS Background & Mission................................................IFC Message from the Head of School.........................................2 Message from the Board Chair...............................................4 Our Board of Trustees.............................................................5 BHS Strategic Plan Highlights.................................................6 Our Faculty & Staff..................................................................8 Congratulations to the Class of 2015...................................10 Financial Summary................................................................12 Annual Giving Summary .......................................................14 Annual Giving Leadership....................................................20 Annual Fund Volunteer Spotlight and Profiles in Giving......22 BHS By the Numbers........................................................... 26 Ways to Give........................................................................28 BHS Alumni Connect......................................................... IBC 01
ME SS AGE FROM TH E
Head of School
D
ear Parents, Alumni, Friends, and Supporters of Berkeley Hall,
As the oldest co-educational, independent day-school in Los Angeles, Berkeley Hall School has made tremendous strides in its 105-year history. There have been many factors that have contributed to our growth from a small schoolhouse and handful of educators to now, a 66-acre campus amid the natural beauty of the Santa Monica mountains and more than 50 faculty and staff. One of the most important of these factors has been our community’s commitment to volunteerism and philanthropy. Without these two components, Berkeley Hall School would not have thrived, and our children, the broader community, and, indeed, the world would not have benefitted from the inspiring and positive difference this school has made over the years. On behalf of the school, I want to thank all those who have contributed time and resources to support the educational mission and vision of Berkeley Hall School. This 2014-15 Report of Giving is a recognition of all those who have generously supported our mission with time, talent, and resources during the past fiscal year. Volunteerism and philanthropy have been indispensable to the success and growth of Berkeley Hall since its very beginning, and the support of the donors listed in this report has enhanced and strengthened our ability to achieve our mission today and in the years to come. Your support enables our committed faculty and
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staff to maintain a student-centered learning environment that is keenly focused on helping every one of our students fulfill his or her unlimited God-given potential as a fearless scholar and conscientious citizen. In my time at Berkeley Hall, I have been truly impressed by our faculty and students’ energy and enthusiasm as well as their shared commitment to learning, growth, and improvement. It is a privilege to be a part of this wonderful community. I look forward to strengthening our partnership and advancing Berkeley Hall School to new and greater levels of excellence. Sincerely,
Lisle Staley, PhD. Head of School
2014-15
REPORT OF GIVING
03
Berkeley Hall welcomes Darrin Kennedy to its Board of Trustees. DARRIN KENNEDY was elected to the Board of Trustees in September, 2015. He and his wife, Jodie, have two children, Colin (age 10) who currently attends the 4th grade at Berkeley Hall, and Katie (age 12), who attended Berkeley Hall through 6th grade, and who now is a student at Harvard-Westlake School. Darrin is an alumnus of Berkeley Hall, class of ‘82. The Kennedy family has a long history at Berkeley Hall with Darrin’s grandmother and mother having also served on the Board. Darrin’s election fulfills the Trustees’ commitment to maintain active parent representation on the Board.
FRONT ROW L-R: Rick Larson, Vice Chair Margaret Andrews, Chair BACK ROW L-R: Ron Krisel, Bettina Duval, Lisa Garner, Chris Lindgren, Secretary Ruth Loeb, Doug McCormick, Treasurer, Randy McElvain
Board of TRUSTEES 04
Berkeley Hall is a premiere independent school today thanks to the dedication and expertise of its faculty and administrators, generous supporters, and committed volunteers, most notably the members of the Board of Trustees. Trustee leadership and governance guides Berkeley Hall’s progress in implementing its Strategic Plan and roadmap for advancing and fulfilling the school’s mission. Berkeley Hall School is grateful for the devoted service of Doug McCormick who rotated off the Board at the end of the 2014-15 school year, after fifteen years of service to the school. His leadership, counsel, and business and financial acumen are greatly appreciated. And Doug, as you join the special group of former Trustees, please know that you will always be a valuable member of the Berkeley Hall community, and we look forward to your continued involvement in the life of the school.
Darrin brings to the Board over 20 years of experience in commercial real estate, providing advisory services to private companies and government agencies nationwide. He is currently a Managing Director at Colliers International where he co-founded GSAXCHANGE, a division specializing in investment sales and financing of government-leased properties. Darrin earned his B.A. in International Political Economy from UC-Berkeley and his MBA in Finance from the Wharton School.
2014-15
REPORT OF GIVING
ME SS A GE FR O M TH E
Chair, Board of Trustees
D
ear Friends,
On behalf of the Board of Trustees, I would like to acknowledge and thank those who contributed to Berkeley Hall during the 2014-15 school year. Contributions to Berkeley Hall come in many forms, including cash, checks, stock, myriad auction items for our fundraising gala, an occasional vehicle, time, energy, ideas, and creativity. These contributions come from faculty and staff (often outside the typical school day), parents, grandparents, alumni, foundations, businesses, trustees, and friends. We deeply appreciate the support, financial and otherwise, that they provide. In terms of financial contributions, these supporters donated nearly $600,000 last year, which was off from the prior year in what was a time of transition in the Development Department at Berkeley Hall. Nearly 80% of current BHS families participated in our Annual Fund, while 100% of our faculty and staff added their financial support. Our sincere thanks also go out to all who contributed their time, energy, creativity, and ideas. It seems no one has “spare” time anymore, and yet dozens of parents contribute hundreds of hours to help Berkeley Hall on an annual basis. A special thank you is owed to our Mothers’ and Dads’ Clubs for the many activities that provided financial contributions and, more importantly, opportunities for involvement in the Berkeley Hall community. I would like to recognize the members of the Board of Trustees who contributed financially as well as countless hours behind the scenes throughout the year. In June the Board bid a reluctant goodbye to Doug McCormick. We are grateful for Doug’s many years of service to Berkeley
Hall, and especially for his lengthy tenure in heading up the Finance Committee and so effectively handling all the joys that come with budgets and audits. At the same time, please join my Board colleagues and me in welcoming our newest trustee, Darrin Kennedy. The financial resources our donors provide enable Berkeley Hall to grow, innovate, and strengthen its academic program, learning environment, student experience, and community. We are all fortunate to be part of the Berkeley Hall family, but the children are the true beneficiaries. In no small part, that is due to the efforts and contributions of Berkeley Hall supporters dating back decades. Working in partnership with our parents, alumni, friends, and supporters going forward, I am confident that the children attending Berkeley Hall in the future will be equally blessed. With gratitude,
Margaret Andrews Board Chair
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the mission To empower children to fulfill their unlimited God-given potential as fearless scholars and conscientious citizens.
philosophy B E R K E L E Y HALL SCH O O L
2013 – 2018
Strategic Plan The following strategic plan has been adopted by Berkeley Hall’s Board of Trustees. This plan sets the agenda for the Administration and for the Board for the next five years.
Berkeley Hall, a nursery through eighth grade school, was founded in 1911 by two dedicated educators, Leila and Mabel Cooper. Their approach to education was rooted in their study of Christian Science, which recognizes that God-given qualities are a part of each child’s nature. This approach is still the core of a Berkeley Hall education. Our teachers, all of whom are active Christian Scientists, cherish each child as inherently intelligent, good, inquisitive, and uniquely talented. They help students exceed expectations and encourage exploration and discovery, while supporting and nurturing them. Berkeley Hall is not a church-supported or parochial school. The Christian Science religion is not taught in the classrooms, but spiritual principles of love, respect, and self-esteem underlie all aspects of school life. Our balanced learning environment includes the advancement of intellectual, moral, social, artistic, and physical capabilities. Character education has always been an integral part of our program. The school is committed to serving a diverse student body and seeks applicants with records of strong academic ability and achievement, solid citizenship, and high moral values. Parents must embrace the academic and ethical standards of the Berkeley Hall community and be willing to participate as partners with the school in their child’s education.
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2014-15
REPORT OF GIVING
Goals
F OR S TU DENT LEAR NING • B uild knowledge, cultivate skills, and exercise higher-level thinking in reading and literature, writing and speaking, mathematics, science, social studies, and Spanish. • E mbrace the values of compassion, respect, responsibility, and honesty, and use these to make appropriate moral choices. • E xplore and develop personal interests and abilities in athletics and visual, performing, and technical arts. • D evelop motor skills, teamwork, and a continuing joy in physical activity. • P articipate in opportunities for cooperation and leadership. • A pply technology to gather, organize, process, and communicate information for research and creative expression. • D evelop study skills and learn to manage time, materials, and tasks. • A ppreciate our country, its traditions, its cultural diversity, and the democratic process. • R ecognize and commit to responsible citizenship through service to school, local, national, and worldwide communities and stewardship of the earth’s natural resources.
Measures of Sustainability FO R I N D EPEN D EN T SCH O O L S (Provided by the National Association of Independent Schools) • Financial Sustainability: becoming more efficient and less costly. • Environmental Sustainability: incorporating sustainability practices into teaching and practice; becoming greener and less wasteful. • Global Sustainability: becoming more networked internationally and less parochial in outlook. • Programmatic Sustainability: becoming more focused on the skills and values that the marketplaces of the 21st Century will seek and reward, and less narrowly isolated in a traditional disciplines approach to teaching and learning. • Demographic Sustainability: becoming more inclusive and representative of the school-age population and less unapproachable financially and socially. 07
BE R KEL EY H AL L SCH O O L
Strategic Plan 2013 – 2018 I. LEARNING: BHS BOARD OF TRUSTEES Margaret Andrews, Chair
PROFESSIONAL DEVELOPMENT AND ASSESSMENT, LEARNING STANDARDS, CURRICULUM, AND STUDENT ASSESSMENTS
Rick Larson, Vice Chair Bettina Duval Lisa Garner
GOAL A
Darrin Kennedy
I ncrease strategic use of technology in service of key learning goals and provide appropriate professional development and support.
GOAL B
Promote an active learning community that encourages professional growth and reduces teacher isolation.
GOAL C
Continue ongoing alignment of BHS performance standards with core learning standards.
Ron Krisel, Treasurer Chris Lindgren, Secretary Ruth Loeb Randy McElvain
BHS ADMINISTRATIVE COUNCIL
II. ENROLLMENT: QUALITY AND QUANTITY OF APPLICANT CANDIDATES; RETENTION/ATTRITION OF MISSION APPROPRIATE FAMILIES/STUDENTS; ALIGNMENT OF ENROLLMENT WITH STRATEGIC PLAN
GOAL A
I ncrease enrollment of mission appropriate families/students.
GOAL B
Increase retention of mission appropriate families/students.
GOAL C
Lisle Staley, Head of School
Strengthen existing, and develop new, partnerships with feeder and receiving schools.
Rick Peters, Chief Operating Officer Sarah Colmaire, Dean of Academics Sandy Cowen, Dean of Students
III. COMMUNITY:
Melanie Duffy, Acting Dean of
OUTREACH, SUPPORT, AND MANAGEMENT OF BHS RELATIONSHIPS
Students & Athletic Director Rick Fields, Director of Advancement Nathalie Miller, Director of Admissions
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GOAL A
Develop strategic marketing plan that clearly positions GOAL B Berkeley Hall School as a Center of Excellence in N-8 education in Los Angeles and beyond, and that compellingly differentiates Berkeley Hall’s value proposition among the targeted audiences and markets that the school exists to serve.
Expand, foster, and strengthen mutually beneficial and supportive relationships with past, current, and prospective Berkeley Hall School donors, benefactors, and supporters.
GOAL C
Engage, leverage, and strengthen BHS alumni relationships.
2014-15
REPORT OF GIVING
ACCOUNTABILITY
Leadership and Reporting Structure I. LEARNING Board of Trustees Margaret Andrews Ruth Loeb BHS Administration Lisle Staley Sarah Colmaire BHS Agent Teacher Group Leads
IV. FACILITIES: FUNCTIONALITY, MAINTENANCE, IMPROVEMENT, SECURITY, AND PRIDE IN APPEARANCE OF CAMPUS STRUCTURES AND GROUNDS
GOAL A
Address functionality, maintenance, and overall appearance of campus structures and grounds.
GOAL B
Enhance campus security.
GOAL C
Explore viability of combined gym/ auditorium.
V. RESOURCES: FINANCIAL SUSTAINABILITY AND BEST PRACTICES, CAPITAL IMPROVEMENTS, FUNDRAISING, AND EMPLOYEE COMPENSATION
GOAL A
GOAL D
Continue application of Best Practices to BHS financial policies and procedures.
Coordinate with Learning, Enrollment, and Community to ensure alignment of compensation and staffing plans.
GOAL B
GOAL E
Build operating reserve and increase endowment to strengthen the school’s financial position.
Develop a combined and balanced tuition and financial aid plan.
GOAL C
Develop plan to increase building fund and retire existing construction debt.
II. ENROLLMENT Board of Trustees Margaret Andrews Rick Larson BHS Administration Lisle Staley Nathalie Miller Rick Fields BHS Agent Carolyn Good III. COMMUNITY Board of Trustees Bettina Duval Lisa Garner BHS Administration Lisle Staley Rick Fields BHS Agent Elizabeth Berkowitz Sara Swallow Lisa Taylor IV. FACILITIES Board of Trustees BHS Administration BHS Agent
Chris Lindgren Randy McElvain Ron Krisel Rick Peters Richard Biggs
V. RESOURCES Board of Trustees Rick Larson Ron Krisel Darrin Kennedy BHS Administration Lisle Staley Rick Peters Rick Fields BHS Agent Luisa Horrell
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2014 – 2015
FACULTY & STAFF Peter Barnett
Marialuisa Horrell
Richard Biggs
Mark Lignier
Sherrell Bortman
Owen Loose
Ashley Brown
Gabriel (Gabe) McManus
Sanjay Chandani
Lindsay McManus
Tracy Cheney
Brittany McNamara
William Cheney
Alan Messmer
Sarah Colmaire
Nathalie Miller
Eva Cooper
Robert (Rob) Miller
Mindy Cowen
Justin Myers
Sandy Cowen
Kelly Neale
Edna Craft
Gloria Okoshi
Cyd Crickard
Lorena Olguin-Lucas
Barbara DeNisi
Kirsta Paul
Melanie Duffy
Richard (Rick) Peters
Ryan Duffy
Brittany Pratt
Rick Fields
Philip Small
Geoffrey Fontaine
Lisle Staley
Carolyn Good
Susan Stodden
Sara Swallow Katherine Guyer Jacqueline (Jacque) Hammar
Tracey Swiderski
Pamela Tartaglia Sue Harper Lynn Holmgren
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Lisa Taylor
Amanda Thorndike
THE FOLLOWING INDIVIDUALS HAVE JOINED THE
Elisabeth Wagner Berkowitz
FACULTY OR STAFF FOR THE 2015-16 SCHOOL YEAR.
Ashley Waterson Margaret Yeoman Carol Yearwood
Eric Andrade
David Herzer
Woody Brown
Tommi Johnson
Stephanie Bauer
Melissa Kelly
Victoria Finch
Daphne Lunge
Laura Harris
Nancy Sutton
2014-15
REPORT OF GIVING
Professional Development AT BE RKELEY H ALL SCH O O L
A
t Berkeley Hall we strive to cultivate a love of learning that lasts a lifetime. This love of learning, of growing and developing, extends not only to our students but also to our teachers and staff. Each year, our faculty and staff attend a variety of professional conferences, workshops, seminars, and presentations to extend and deepen our impact as educators and/ or administrators.
American Orff-Schulwerk Association Music Educators Training Conference Association of Independent School Professional Administrators Conference Association of Independent School Admission Professionals Webinar on Branding w/Consistent Messaging Association of Independent School Admissions Professionals (AISAP) Strategic Marketing and Retention Workshop Blackbaud Software Technology User Conference California Association of Independent Schools Trustees/Heads Conference California Association of Independent Schools Admissions Director Conference California Association of Independent Schools Business Officers Association Annual Meeting Council for Advancement and Support of Education: Alumni Outreach and Community Relations Strategies Conference California All State Music Education Conference Children’s Literature Conference
Contributions to the BHS Annual Fund help to provide funding for such professional development at Berkeley Hall School. During the 2014-15 school year, administrators, faculty, and/or staff participated in the following professional development programs.
Follet Destiny Library Management Conference and Workshop Independent School Alliance Workshop Liebert Cassidy Whitmore Independent Schools Consortium National Science Teachers Association Conference National Association of Independent Schools Financial Aid Conference Teachers’ College Reading and Writing Program Units of Study Workshop Teachers’ College Reading and Writing Program Coaching Institute to Support School-wide Reform in the Teaching of Writing Teachers’ College Reading and Writing Program Summer Institute in Reading and Writing Workshops
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C o n g r a t u la t io n s t o
THE CLASS OF 2015
12
2014-15
REPORT OF GIVING
T
he financial support provided to Berkeley Hall by its donors and benefactors enable our teachers and administrators to provide students with an outstanding high school preparatory education that will help them reach their full potential. Indeed, the high schools to which Berkeley Hall graduates matriculate clearly recognize them as fearless scholars and conscientious citizens. They recognize our students as young people who know themselves and know what they want to contribute to their school communities. They recognize our students as inspired learners, strong, selfdirected leaders, academically and socially prepared to contribute greatly to their respective high schools and beyond. The top high schools in the Los Angeles area want our students because they know that Berkeley Hall graduates go on to do great things. This is borne out in high school admittance statistics every year. For the class of 2015, approximately eight-out-of-ten of our graduates got into their top-choice school. That’s huge, and speaks volumes about Berkeley Hall’s excellent reputation!
The Berkeley Hall School Class of 2015: HIGH SCHOOL ACCEPTANCE LIST The Archer School for Girls
Harvard-Westlake School
Pacific Hills
The Buckley School
Immaculate Heart High School
Pacifica Christian High School
Campbell Hall School
Loyola High School
Pilgrim School
Chaminade College Preparatory
Marymount High School
Polytechnic School
Crespi Carmelite High School
New Roads School
Sierra Canyon School
Crossroads School for Arts and Sciences
Notre Dame High School
St. Monica Catholic High School
de Toledo High School
Notre Dame Academy
Viewpoint School
Oakwood School
Wildwood School
(formerly New Community Jewish High School)
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20 1 4 – 2 0 1 5
Operating Budget $6,593,219 147,591 215,033 441,583 7,431 68,728
REVENUE
14
$7,473,585 100%
$4,103,398 53% 1,068,720 14% 691,583 9% 539,123 7% 364,085 5% 164,011 2% 447,994 6% 299,850 4%
Salaries, Taxes, Benefits Financial Aid Curriculum Expenses Plant & Utilities Administration/Development Technology Depreciation & Amortization Other (Interest, Taxes, Miscellaneous)
$7,678,764
TOTAL EXPENDITURES
100%
88% 2% 3% 6% 0.2% 0.8%
Tuition Rental Income Special Events Income Other Contributions Net Gains on Investments Other Income
TOTAL REVENUE
EXPENDITURES
2014-15
REPORT OF GIVING
15
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2014-15
REPORT OF GIVING
2014 – 2015
Donation Summary DONORS
Parents
TOTAL
TEMPORARILY RESTRICTED
UNRESTRICTED
$ 321,546
$ 51,350
$270,196
Trustees
$ 50,510
$ 12,950
$ 37,560
Alumni
$ 35,678
$
200
$ 35,478
Parents of Alumni
$ 21,340
$
4,660
$ 16,680
Grandparents
$ 87,950
$ 59,000
$ 28,950
Faculty and Staff
$
8,120
$
8,120
$ 52,490
$ 52,490
Corporations and Foundations
$ 18,485
$
5,000
$ 13,485
TOTAL GIFTS RECEIVED
$ 596,119
$133,160
$462,959
Friends/Former Fac/Staff
FACULTY, STAFF, AND TRUSTEE PARTICIPATION
306 NO. OF DONORS
PARENT PARTICIPATION
17
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2014-15
DONOR ROLL
Giving by LEVELS CONTRIBUTIONS OF $50,000 or more The Uhlmann Foundation, Inc.
CONTRIBUTIONS OF $20,000 to $49,999 Estate of Norman Anderson Margaret and Melvin Andrews Estate of Evelyne J. Byrom Crystal Springs Foundation Natalia and Emil Lotyanu
CONTRIBUTIONS OF $10,000 to $19,999 Shainaz Donnelly Burg and Mark Burg Ruth Loeb Charlotte and Daniel Lubert Wynne and Mark PĂŠcheck Maritell and Richard Peters* Jennifer Johnson and Jeff Timon Underhill Investment Management, LLC (Felicia and Ken Kennedy) May Ling Yu and Thomas Yu
CONTRIBUTIONS OF $5,000 to $9,999 Olga and Sergey Belikov Pamela and Mathew Celenza
Beverly DePauw Paloma Jimenez and Vincent Diesel Stacee Beauchamp and Mark Domeyer Bettina and Glenn Duval Karina Frenkel and Anton Stavitsky Karlene Garber Dawn and David Gupta Cynthia Watts and Andrew Jen Richard and Kerri Lauter Sofia Fregoso and Antonio Leano Sarah Siegel Magness and Gary Magness Hayley and Robert Rey Shabana and Anand Shah Barbara and Robert Stevens The Isabel Foundation The Conte Foundation Jennifer and Craig Zobelein*
Leora and Daniel Garner Kimberly Hart Jodie and Darrin Kennedy* Maribelle and Hoon Kim Krislyn and Dimitri Komarov Nancy and Ron Krisel* Masayo and Hiroki Kuroda Anu and Ali Leemann Alex Maimon Pilar and Vafa Mashhoud Elvimar Silva and Esai Morales Abim Ojo and Deji Ojo Zully Gonzalez and Jerry Pacheco Natalie and Robert Padilla Harriet Pesante Fern Roberts
REPORT OF GIVING
Lisette Bovaird and David Rosenbloom Tatiana and Edward Rozenberg Lisle Staley Stigler and James Stigler Stephen Stone Olga Vulman and Dmitry Tokar Mira and Deepak Vasandani Madeleine and Sian Wang Clayanna Warthen
CONTRIBUTIONS UNDER $2,000 Kathryn Adams Lisa Adams Troy Adams Aimee and Jason Alejandre Margia and Luis Felipe Alvarez
CONTRIBUTIONS OF $2,000 to $4,999 Anonymous Eva Fons and Jose Baraja Cameron and Charles Benson* Vanessa Kiss and David Brady Greta Stewart-Cohn and David Cohn Anna and Philip Cyburt Jill and Tom Demko Kiyomi and Keith Fisher Natasha and Anton Gadalov * BHS Alumni
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Nawal Aljeri and Abdullatif Alyahya Betty and Lawrence Ames Price Arana Leena Arora Deirdre Babcock Aileen Backofen Ashley and Robert Baer Jenny and Jonathan Baker Robert Baker* Ileana and Carlos Barberena
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Dianne and Craig Barrows Stephanie Bauer Victoria and Scott Beal Laura and Michael Beaudry Tyler Kelly and Jay Belciano Elisabeth Wagner Berkowitz and Myles Berkowitz Jan and Kent Bilsborrow* Bonnie and Norman Bleichman* Mary and Jason Blount Sherrell Bortman
Kieren Boyce Heidi and Julian Bradley Beverly Brauer Sasha and Brad Brauer Eugene Braxton Tina and Jason Brazell Bethany and Christopher Brix* Ashley Brown* Robyn Mattison and Alain Browning Frances Elmina Brown - Association Sally Burgess*
Cynthia and Richard Carl* Veena Mayani and Sanjay Chandani Jim Charlston Tracy and William Cheney Inga and Vladimir Chertok Thirty-Sixth Church of Christ, Scientist Sarah Colmaire* Susan and Christopher Conte Eva and Oliver Cooper Mindy and Thomas Cowen* Edna Craft Bernadette Campbell and Lindsey Craft* Karen Craft and Randal Craft* Richard Crandell* Cydney Crickard Katrin and James Dardashti Nancy Davis* Kendra Day Barbara and Nicholas DeNisi Claire DeNisi Hanshi Deshbandhu Diane Deshong Jill Hopper and Luc Desmarchelier Jade Loop Devito and Tomer DeVito Kimberly and Tony DiDio* Faith and Richard Donavin Joel Downs* Melanie and Ryan Duffy Allyson and Brian Eagan Sheira Rees-Davies and Christopher Eddy Nicole and Kenneth Edmonds Edward Ehsan Christine and Rikard Ekstrand Brooks Ellwood* Christopher English Shireen and Shahrokh Farahmand Fara and Sean Faridnia Christina Ho and Stephen Farkas Vivienne and Richard Fields
2014-15
First Church of Christ, Scientist, Beverly Hills First Church of Christ, Scientist, Santa Monica Sheri Elwood Bill Fleming Linda and Geoffrey Fontaine Judy and Peter Forrest* Victoria Fuller Lela Rochon-Fuqua and Antoine Fuqua Lisa Garner* Kristyn Gibbs GlaxoSmithKline Maxine Goldenson Christine and Scott Goldman Evghenia Gajiu and Aleksandr Goldshtadt Carolyn and Paul Good Varuna and Rahul Grover Kathryn and Michael Guyer* Laurie and Matt Haller Joanna and Christopher Hameetman Jacqueline and Scott Hammar* Gay and James Hanlon Preeti and John Haqq Dia Dibble and Josh Hayes Ruth and Richard Hoag Lynn Holmgren and David Herzer Bette and Paul Holmquist* Laurie and Steve Holser* Marialuisa and William Horrell* Sharon and Joseph Howard Anne and Ronald Hughes Anya and John Hulett Noriko and Norio Iwahori Charissa and Yousef Jalali Martha and Ross Jennings* Donna Johnsen Mary Jane and Howard Johnson
Mirella and Dennis Jolicoeur Bronwyn Jones Suzi and Rich Kaltman Sheila and Guy Kelly Lyn Kendrick* Jodie and Darrin Kennedy* Eva and Phillip Kirkpatrick* Rebecca and Robert Kirsch Caroline Kuhn Alla and Kirill Kvitko Erin and Casey La Scala Artis Lane Colleen and Richard Latham Rebecca and Dennis LeVine Margie and Steven Lewis Alison and Chris Lindgren Galina Loginova Owen Loose Lorena Olguin-Lucas and Russell Lucas Elizabeth Luerssen - Association Michele MacCracken Nicole and Gino Marliani Pauline and Kevin Martin Helen Mason Danica and John Matthew Anita and Karim Mawji Mary and Harry Maxon Kristen and Douglas McCormick Wendy and Randy McElvain Lindsay and Gabriel McManus* Cathy and Richard McManus Brittany McNamara Debora and Alan Messmer Microsoft Matching Gifts Program Nathalie and C. Scott Miller Gina and Robert Miller Michelle and Scott Miller Gerald Minear* Kimberly and Arvind Mishra
Maria and Randall Moore Tomoko and Takuya Morimoto Dorothy and Dana Murton Maryam and Reza Nazemi Kelly and Malcolm Neale Julie Nelson Yaccino and David Yaccino* Jenny O’Haver Abim and Deji Ojo Daniele O’Loughlin and Pablo Vilas Nandita and Neeraj Patel Kirsta Paul Frances Pedley Cynthia and Bruce Peterson Harriett Porch Carolyn Portman Wendy and George Powell Janet and Carl Rasmusson Leanne and Doug Raub James Raynesford Laura and Scott Reathaford Shelley and Dorian Redding Hayley and Robert Rey Lindsay and Kevin Rock* Sherry and Sherwin Root Jennifer and Steven Rosenbaum Nancy and Brad Rosenberg Pamela Sheyne and Nigel Rush Manuel Saldivar Annabelle Sbarbatti Stacey Schendel Cynthia Schutt Sharon and Gerald Seger Kaye Sergeant Annabelle and Richard Sher Elizabeth Carney and Greg Siegel Linda Silvey* Deborah Simmons Nina and Philip Small Katherine Spira Hallam and Kirk Hallam * BHS Alumni
REPORT OF GIVING
Jennifer and Jason Spreitzer Neil Stearns Pippa Stewart Chiara Santagostino and Dean Sussman Nancy and Eric Sussman Sara Swallow Michelle Harrington and Steven Sweat Tracey and Isaac Swiderski Kinga and Janos Szani Target Pamela and Louis Tartaglia* Jacque Taylor* Verlee and Steven Terwilliger Time Warner Employee Grant Programs Time Warner Foundation, Inc. Barbara Topkis Chrystal and Joe Torry Jeanne Towles Karen and Michael Towner Natasha and Leon Tsimmerman United Way Elisa and Enrique Vera Gloria Vera Gabriela Vazquez and John Vohlers Danny Walter* Petra Pavlovits-Walters and Robert Walters Ashley and Mark Waterson Wells Fargo Foundation - Educational Matching Gift Program Shannon and Matthew Westmore* Carol and Daryl White Heather and Michael White Rhoda Williams Steve Wiseman Carol Yearwood Margaret Yeoman Carin Madden and Perry Yick
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Volunteer SPOTLIGHTS
22
Philanthropy and volunteerism have helped make Berkeley Hall the outstanding educational institution that it is today, and we acknowledge, thank, and celebrate all those who give their time, energy, and support to the school.
2014-15
2015 Country Fair co-chairs Susan Conte, Kimberly Hart, Shainaz Donnelly Burg
2014-15 Annual Fund co-chairs Cameron and Charles Benson
Annual Fund Thank you to Cameron and Charles Benson who graciously cochaired the 2014-15 BHS Annual Fund campaign. The results of this all-important campaign were due in large measure to their steadfast commitment and effort.
REPORT OF GIVING
The Country Fair Thank you to Susan Conte, Shainaz Donnelly Burg, and Kimberly Hart who spearheaded the development and hosting of our largest, best attended, and most successful Country Fair ever. As with the Gala, staging and producing the Country Fair required the commitment and involvement of many Berkeley Hall families, volunteers, donors, and benefactors. Thank you to one and all who were involved in this wonderful community-building event on the beautiful Berkeley Hall campus.
Venetian Twilight Gala
2015 Gala Auction co-chairs Shireen Farahmand and Pilar Mashhoud
Thank you to Pilar Mashhoud and Shireen Farahmand who gave so enormously of their time, energy, ideas, and efforts to make our 2015 Gala one of our best, most successful ones yet. And as Pilar and Shireen would graciously acknowledge, the Gala would not have been possible without the commitment and support of countless number of Berkeley Hall families, volunteers, donors, and benefactors. We are deeply grateful for Pilar, Shireen, and all of those who worked so tirelessly to make this event such a resounding success. 23
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2014-15
REPORT OF GIVING
PROFILE IN GIVING
Mark and Shainaz Burg 1
WHAT INSPIRES YOU TO MAKE SUPPORTING BERKELEY HALL SCHOOL A PHILANTHROPIC PRIORITY FOR YOUR FAMILY?
3
We feel so blessed to be a part of this community, where our children are happy and encouraged to learn in a nurturing environment. Giving back philanthropically to our school, allows Berkeley Hall to grow and provide even more opportunities for ALL of our children to develop their love of learning. It allows us as parents, to be a part of a greater legacy, that continues to give back long after our children leave.
2
THINKING BACK TO YOUR FIRST DONATION TO BERKELEY HALL SCHOOL IN 2010, WHAT INSPIRED YOU TO WRITE THAT CHECK?
Over the years, our family has developed relationships with our teachers that are based on respect of each other’s roles and a mutual goal to see our children thrive. We deeply appreciate that there is always an “open-door” policy of communication, not just as parents, but for our daughters too.
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Mark: It was important to me to support my children’s school. Their early education is the foundation for the rest of their lives. Whatever we are able to contribute as parents, really helps. Shainaz: To be honest, I was coming from a different country, a different school system and didn’t fully understand the importance or necessity of contributing to a private school annual fund. I quickly learned that many of the programs my children were benefitting from, as well as the socio-economic diversity that we embrace, were outside of operational costs and only possible through private support. I felt thankful towards every Berkeley Hall family whom had included my children in their vision of a better school. That feeling of gratitude was my inspiration.
YOU’VE OFTEN MENTIONED THE IMPORTANCE OF BHS TEACHERS IN THE LIVES AND EDUCATION OF YOUR DAUGHTERS. WHAT HAVE YOU LOVED MOST ABOUT THE BERKELEY HALL FACULTY OVER THE YEARS?
HOW HAS YOUR PERSPECTIVE CHANGED IN THE FIVE-PLUS YEARS YOU HAVE BEEN A BERKELEY HALL PARENT? Our perspective has definitely shifted from our early years at Berkeley Hall, from focusing mainly on our own children, to wanting to be a part of a greater commitment to education and the success of our school.
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WHAT WOULD YOU SAY TO PARENTS THAT ARE NEW TO BERKELEY HALL TO ENCOURAGE THEM TO SUPPORT THE SCHOOL PHILANTHROPICALLY? Get to know Berkeley Hall. Get to know your teachers and the amazing work that they are doing and are constantly striving to do better. Understand that providing a cutting edge education in this competitive environment requires additional support that goes beyond operational costs, and therefore every contribution is meaningful and impactful.
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PROFILE IN GIVING
The Pécheck Family 1
WHAT INSPIRES YOU TO MAKE SUPPORTING BERKELEY HALL SCHOOL A PHILANTHROPIC PRIORITY FOR YOUR FAMILY?
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We’ve been BHS parents for a very long time now and when we look back, it’s really astonishing to see how much the school has grownalmost as much as our children! We’ve always valued the school, but it’s been exciting to see the academic progress that’s resulted with the changes in curriculum during the last several years. Our older son and daughter both entered the same high school in their 9th grade year, and while our son was prepared and ended up being quite successful in high school, we have to say that our daughter (four grades behind our son) was noticeably even better prepared academically when she began high school this year.
BHS has been the community in which we have raised our family. Not only a school, but in all practical purposes our neighborhood. We’ve been so grateful to raise our children alongside other families that share our emphasis on character as well as academics, and therefore we, of course, prioritized our giving to something that held so much value for us.
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THINKING BACK TO YOUR FIRST DONATION TO BERKELEY HALL SCHOOL, WHAT INSPIRED YOU TO WRITE THAT CHECK? We’ve been BHS parents since 2000. That’s long enough that it’s hard to remember when we first wrote a check to Berkeley Hall, but we’ve felt it was important to support the school on a yearly basis, since each year has its own needs for scholarships, campus improvement, sports program, and other activities that require additional giving.
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YOU’VE OFTEN MENTIONED THE IMPORTANCE THAT BHS TEACHERS IN THE LIVES AND EDUCATION OF YOUR CHILDREN. WHAT HAVE YOU LOVED MOST ABOUT THE BERKELEY HALL FACULTY OVER THE YEARS? BHS teachers are the heart of the school. I’ve always felt it was a team effort raising our children and the BHS teachers have been working right alongside us. The emphasis on both strong academics and sound moral character are what we’ve always felt distinguish the school, and the example set by the teachers in both character and academics really provide the basis of the BHS education.
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HOW HAS YOUR PERSPECTIVE CHANGED IN THE YEARS YOU HAVE BEEN A BERKELEY HALL PARENT?
5
WHAT WOULD YOU SAY TO PARENTS THAT ARE NEW TO BERKELEY HALL TO ENCOURAGE THEM TO SUPPORT THE SCHOOL PHILANTHROPICALLY? We would encourage new BHS parents to really get involved with the school, by donating both financially and volunteering for school events. Children sense when their parents are truly invested in their education, and as a result, are more committed themselves. Also, being able to support the school has enhanced our kids education in so many ways—with sports teams, a broader community of students and an opportunity for teachers to continue their education as well.
2014-15
REPORT OF GIVING
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Ways to GIVE Berkeley Hall, like most independent schools, relies upon charitable gifts beyond tuition income to support and strengthen its academic, artistic, and athletic programs. The special attributes that set Berkeley Hall apart—small classes, individualized instruction, innovative teaching, a diverse student body, a spectacular 66-acre campus amidst the beauty of the Santa Monica Mountains, well—maintained facilities, and dynamic, enriching educational opportunities beyond core classes—are costly to provide and maintain. Rather than simply increasing tuition by whatever amount is necessary to support them, we solicit tax-deductible donations through various philanthropic initiatives that help Berkeley Hall and enable families to give based on their ability.
CASH, CHECK, OR CREDIT CARD Your cash gift is tax deductible within the guidelines established by the Internal Revenue Service (IRS). Cash gifts can be made by check or can be charged to your Visa, MasterCard, Discover Card, or American Express. Credit card gifts can be made online at www.berkeleyhaIl.org/give by contacting Sara Swallow at sswallow@berkeleyhall.org or at (310) 476-6421 x206.
RECURRING GIFTS Berkeley Hall provides the opportunity to give at any frequency or recurring time periods. If you are interested in giving a monthly, quarterly, or yearly donation, please visit our website at www.berkeleyhaIl.org/give.
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MATCHING GIFTS Gift matching is a way to increase the value of your own charitable gift through your employer. Corporate Matching Gift programs are a great way to double or triple your gift. Some companies match gifts made by employees, retirees, and/or spouses. You can check with your employer or on the Berkeley Hall website at www.berkeleyhall. org/waystogive to determine if your gift is eligible for matching. Simply send us the appropriate paperwork from your employer’s Human Resources Department, and your gift to Berkeley Hall School will be matched according to your employer’s guidelines. We will take care of the rest.
STOCKS OR BONDS Should you wish to make a donation of stock and/or bonds to Berkeley Hall, please visit www.berkeleyhall.org/waystogive for more information.
GIFTS-IN-KIND We welcome gifts of goods or services that may provide a budgetary savings to Berkeley Hall to fulfill a particular departmental or educational need. Per IRS guidelines, Berkeley Hall will provide a thank you letter substantiating your in-kind gift. Please consult with your tax advisor to identify the tax benefits specific to such a gift.
REAL ESTATE Giving a gift of real estate, such as a personal home, vacation home, undeveloped property, or a farm, can be a highly effective philanthropic and financial strategy. To discuss the tax and other benefits of making a gift of real estate, contact Rick Fields, Director of Advancement at (310) 476-6421, x-203. In whichever ways you choose to give, please know that Berkeley Hall deeply appreciates your consideration, partnership, and financial support.
thankyou!
2014-15
AlumniCONNECT Update your email and contact information Receive the most current Berkeley Hall alumni news and information by updating your contact information with your most recent email address. A majority of our communication is conducted through email, and we certainly want to include you – so don’t miss out! You may update your contact information by emailing us at alumni@berkeleyhall.org.
Berkeley Hall has its own YouTube channel! Check it out for the latest school videos at www.youtube.com/user/bhs1911.
(Facebook.com/berkeleyhallschool.) Like our Facebook page where you can find out about upcoming alumni events and keep up to date with the latest Berkeley Hall developments and alumni news.
Acknowledgements BHS DEVELOPMENT OFFICE Rick Fields Director of Development Sara Swallow Director of Parent and Alumni Relations Victoria Finch Creative Director
Scan through our archival photos from 2006 on at shutterfly.com/pvo/BHS/photos1415 (insert the school year here – after the word “photos”).
ALUMNI NOTES
What have you been up to lately? Your Berkeley Hall classmates really want to know! Marriages, births and adoptions, new jobs, new pets, traveling, going back to school … whatever you have been up to, let us help you spread the word! Send us your updates via email to alumni@berkeleyhall.org.
REPORT OF GIVING
BERKELEY HALL ALUMNI DIRECTORY
Connect with other BHS alums and keep up to date with the latest BHS school and alumni news. Visit www.berkeleyhall.org/alumni/directory to connect with your BHS Alumni community.
WE’D LOVE TO HEAR FROM YOU!
Please contact the BHS Director of Alumni Relations with any questions or comments:
Elisabeth Wagner Berkowitz Community Outreach and Development Manager
PHOTO CREDITS Lisa Taylor Director of Communications Stephanie Bauer Specialist Resource Teacher
DESIGN AND PRODUCTION Bacio Design & Marketing, Inc.
16000 Mulholland Dr Los Angeles, CA 90049 www.berkeleyhall.org