2017-2018 Report of Contributions

REPORT OF CONTRIBUTIONS J U LY 1, 2 0 17 – J U N E 3 0 , 2 0 18

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Letter from Head of School Bernie Noe

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Board of Trustees and volunteers

10

Financial review 2017-2018

11

Leadership Circle donors

15

Donor Circle

20

Grandparents

21

Alumni donors

30

Trustees, faculty, staff, and friends

34

Gifts in memory and in honor

37

Gifts to named endowments

38

Planned and directed gifts

40

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Parents and Guardians Association

POSSIBLE BECAUSE OF YOU Lakeside School is a mission-driven school.

In addition to doing our best to offer our students dynamic and creative academic and co-curricular programs, we talk to them about living ethical lives, helping others, being good citizens and, when necessary, courageous leaders. We want Lakesiders to use their considerable talents to make the world a better place for everyone.

Last year, we conducted a survey of young alumni, Lakeside’s classes of 2007 through 2016, and asked them a variety of missionrelated questions. You will find quotes from that survey throughout this report of contributions. Thirty percent of our alumni responded, and they were open about their experiences. They told us how Lakeside shaped their lives, not only academically but also in how they view and approach the world. In free-write responses, they explained in 43,614 words what Lakeside meant to them and how they continue

in their education and service to others, work toward a balanced life (even if this is sometimes hard to achieve), prioritize friendships and family, and live and work with people from many backgrounds. It was all inspiring to read!

Lakeside is living its mission with our students, and that mission is making a difference in their lives beyond Lakeside.

My sincere thanks to each and every one of you who made a contribution to the school this year. We simply could not successfully achieve our mission without your help!

Thank you, everyone.

Bernie Noe P’07 ’09 Head of School

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“Ultimately, everything I know about myself and the world is by the grace of my teachers, my peers, and my time at Lakeside. In seven years, I learned how to think – not only critically, but with rigor, clarity, and empathy. That has been, and always will be, my greatest asset and the most amazing gift.”

— ALUMNUS ’13

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“Lakeside contributed significantly to my life in three key ways: it stimulated me intellectually and imbued within me a deep and consistent desire to learn; it taught me to think critically, ask questions, and challenge conventional ways of understanding; and, it built within me a self-awareness of the importance of balance in living well.”

— ALUMNA ’10

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“[Lakeside taught me] the pursuit of being an ethical person, a kind person, and a global citizen. To do what’s right for the environment, for one’s community, and to do something audacious and meaningful with one’s life.”

— ALUMNA ’07

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BOARD OF TRUSTEES | VOLUNTEERS 2017-2018 Board of Trustees Natasha Smith ’89 Jones, Chair Bertrand Valdman P’17 ’20, Vice Chair Theiline (Ty) Wyckoff ’78 Cramer P’05 ’06 ’08 ’12, Immediate Past Chair Stephen Sundborg, Secretary Mark Klebanoff ’80 P’10 ’13 ’16, Treasurer Sarah Barton P’18 ’20 ’20 Carmen Best P’11 ’13 Juiling Edmonds P’19 ’22 Robert Helsell ’55 P’81 ’82 ’87 ’98 GP’11 ’17 Claudia Hung ’89 Michael Larson P’12 ’14 ’16 Mona Locke P’15 ’17 Kathleen Murray Sean O’Donnell ’90 P’25 Artemios (Tim) Panos ’85 P’22 ’24 ’24 Peter Polson ’91 Carey Crutcher ’77 Smith P’11 ’14 Edward Taylor David Victor P’05 ’07 ’11

Parent and Guardian Fundraising Volunteers Peri Altan P’19, Head’s Circle Co-chair Janet Frink P’19 ’21, Head’s Circle Co-chair Sandy Bubalo P’18 ’23, Leadership Circle Co-chair Anna White P’22 ’24, Leadership Circle Co-chair Fiona Honeybone P’23, Middle School Co-chair Tom Honeybone P’23, Middle School Co-chair Gigi Ryan ’80 Gilman P’19, Upper School Co-chair Julia Bacharach ’86 P’20 Michelle Bautista P’20 ’22 Sherie Bernardez P’16 ’18 Laury Bryant P’19 ’19 Patrick Chinn ’86 P’25 Willie Cho P’18 ’20 Wright Dickinson ’88 P’18 ’23 Jeff and Stacie Durbin ’82 P’16 ’18 Qinghua Feng P’17 ’20 Teri Franklin P’19 ’23 Marsi Gorman P’20 Shi Harrington P’19

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Kathryn Helde ’84 P’18 ’22 Lisa Hollomon P’17 ’21 Hui Hong Kao P’19 ’22 Chip Kelly ’80 P’19 ’20 Tarang and Sujatha Khangaonkar P’19 Suzanne Kolenski P’23 Hongying Lian P’22 David Miller and Susan Takemoto P’18 ’21 ’23 Heather Moore P’23 ’25 Robin Nagel P’22 Peter and Tricia Nora P’18 ’22 Artemios (Tim) Panos ’85 P’22 ’24 ’24 Hwa Park P’20 ’22 ’24 Kevin and Nicole Petersen P’20 ’21 Anita Plater P’19 John Powell ’81 P’15 ’17 ’20 Gautham Reddy P’19 ’20 Saritha Reddy P’20 Chris Rogers P’18 ’21 Julia Rudden P’18 Hong Shen P’20 ’22 Natalie Grim ’81 Stephens P’15 ’19 Abe and Rekha Thomas P’20 ’23 Katie Hosford ’93 Traverse P’23 ’25 Nikki Wagner P’16 ’17 ’21 Tessie Wu P’22 Hongbin Xiao P’15 ’20 Steph Yurcisin P’24 Chen Zhao P’22

Alumni Fundraising Volunteers Lisa Narodick ’93 Colton, Alumni Giving Co-chair Meghan Mullarkey ’98 Kiefer, Alumni Giving Co-chair Richard Bangert ’67 Cynthia Oberto ’97 Burdick Casey Castaneda ’87 Garrison Deal ’68 Athena Makratzakis ’94 Dickerson Edward Dunn II ’70 Patrick Dunn ’65 Christian Fulghum ’77 Annica Carlson ’08 Garfield

P: Parent/Guardian GP: Grandparent (D): Deceased

Richard Hartung ’74 Mary Hatch-Maillette ’90 Cameron Hazen ’67 Robert Helsell ’55 Kevin Ke ’09 Vanessa Brewster ’99 Laughlin Bethany Mito ’96 Lee Sarah Leung ’94 Joseph Min ’12 Michelle Moore ’02 Morrison G. Richard Morry ’61 Melissa Morgan ’92 Nelson P’20 John Patton ’88 Reid Rader ’03 Vidya Rajan ’09 Scott Reed ’85 Thomas Rose ’97 Autumn Bradley ’93 Roth P.J. Smith ’91 Terry Smith ’71 Allison Chinn ’89 Spiess William Sroufe ’68 Nicholas Stevens ’06 Mark Stiefel ’76 Constance Bourque ’83 Talbott James Vogl ’15 Elizabeth Wade ’11 Henry Whitney ’44 Jenny Mowrer ’00 Womack Lauren Deal ’99 Yelish Shawna Zhou ’15

Michelle Chang ’90 Chen Lisa Narodick ’93 Colton Maurice Drayton ’89 Ginger Ferguson ’82 Laurie Frink ’81 Trevor Klein ’03 Brooke Loughrin ’10 Dahlia Liao ’92 Mak Tyler Moriguchi ’91 Michelle Moore ’02 Morrison Elliott Okantey ’05 Brian Park ’88 Gen Rubin ’88 Liza Shoenfeld ’05 Ben Stephens ’77 Nicholas Stevens ’06

Alumni Board

Nse Ekpo, Co-chair Dan Jewett, Co-chair

Claudia Hung ’89, President Crystal Ondo ’99, Immediate Past President Elizabeth Richardson ’85 Vigdor, Mission and Governance Chair Brandon Vaughan ’06, Activities Chair Sadie Mackay ’09, Connections Chair Maki Arakawa ’93 Bruce Bailey ’59 (Lifetime Honorary Member) Alison Alkire ’00 Behnke Emma Brillhart ’10 Sophie Calderón ’00

Planned Giving Advisory Council Thaddas Alston P’00 ’03 Sanford Bernbaum ’60 P’88 Sarah Bellows ’97 Bowman Jolene Cox P’11 Jim Flaggert P’22 William Fleming ’74 Robert Helsell ’55 P’81 ’82 ’87 ’98 GP ’11 ’17 Christopher Prentice ’86 P’16 ’19 Kevin Scudder P’13 ’17 Laura Shifflette ’73

Faculty/Staff Campaign

“

It’s striking to me, after all these years, that Lakeside’s mission still resounds so clearly in my life today, perhaps even more strongly than it did at graduation.

A lifelong love of learning, a healthy dose of skepticism, and a respect for what others can teach us about ourselves and this world that we inhabit together, are all gifts from my time at Lakeside that I truly can’t put a price on.

—

ALUMNUS ’11

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FINANCIAL REVIEW 2017-2018 ENDOWMENT DISTRIBUTION

BY PURPOSE $8,107,426

Unrestricted $784,794 Faculty and staff excellence $1,184,227

10%

Contributions from Annual Fund and Parents and Guardians Association $2,791,685

Auxiliary services/Other $1,627,001

8%

Educational excellence $2,339,108

45%

Support from endowment $7,987,152

64% Tuition and fees $22,229,743 ($7,119,831 awarded in financial aid)

OPERATING EXPENSES $34,635,581 Financial aid $3,645,967

ENDOWMENT POLICY: To ensure long-term sustainability, the Board of Trustees has adopted a spending policy of between 4 percent and 5 percent of a 12-quarter, rolling average market value, ending on June 30, 2017. In fiscal year 2017-2018, this amount was $8,107,426. The total endowment on June 30, 2018 was $222,044,804.

Report of Contributions 2017-2018

5%

23%

2%

28%

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OPERATING REVENUES $34,635,581

Campus stewardship $153,328

15%

Figures are unaudited as of press time. Audited figures will be available in November 2018.

Technology $1,569,377 Facilities $5,966,928

Auxiliary services $1,610,656

5% 5%

17% 17%

Administration $5,812,480

57%

Educational programs $19,676,140

“” You have formed the person I am today. I am truly indebted and grateful. I studied in college. But I learned in high school.

—

ALUMNA ’08

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“

Lakeside, and my classmates at Lakeside, showed me the type of people I want to continue to surround myself with: those who are not only intelligent, creative, and passionate, but those who are kind, ethical, thoughtful, and deeply caring about others around them.

—

ALUMNA ’13

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“” I am so grateful Lakeside taught me to think critically about the information and sources I’m presented with, to question and investigate the unexpected, and to seek out diverse perspectives.

—

ALUMNA ’08

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Lakeside inspired me to be passionate about social justice, leadership, community, diversity, and ethics.

I’m tremendously grateful for the way Lakeside’s mission shaped me during my formative years.

— ALUMNUS ’08

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“

For the first time in my life, when I attended Lakeside I felt as though I was amongst a group of intellectual peers who in turn pushed me to be the best person I can be when it comes to my actions towards others, finding meaning in life, and giving back.

—

ALUMNA ’12

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“

Lakeside taught me to be a doer and not to be afraid of setting high goals, and taking a path outside of my comfort zone and different from my peers.

—

ALUMNA ’09

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“

The most significant aspect of my Lakeside experience was the passion expressed in both students and faculty.

People were just doing what they loved. This spirit is what encouraged me to step up my game. They gave me a green light and an environment to just go for it, and that sense of exploration and self-advocacy has stayed with me beyond graduation.”

—

ALUMNA ’16

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We are grateful for your contributions in the 2017-2018 school year and look forward to your continued support for years to come.

Gifts can be made by cash, check, credit card, wiring funds, or the transfer of securities.

THANK YOU Development Office Daiga Galins

Nicole Donahue

Carol Borgmann

Sasha Nouri

Director of Development Director of Major and Planned Giving

ONLINE

Visit www.lakesideschool.org/give

BY MAIL

Make your check payable to Lakeside School and mail to our bank: Lakeside School c/o Bank of America PO Box 740136 Los Angeles, CA 90074-0136

Vonnie Breidenstein

Parents and Guardians Association Volunteer Coordinator

Lisa Broesamle

Fundraising Data Entry Specialist Assistant Director of Development, Annual Fund

Kelly Poort

Assistant Director of Development, Alumni Relations

Development Office Administrative Assistant

Rick Rossland

Lani Carpenter

Leslie Schuyler

Parents and Guardians Association Administrative Assistant

Allison Conkin

Special Events/Arts Program Coordinator

Development Office Systems Coordinator Archivist

Bekah Telew

Development Associate

BY PHONE

Call 206-368-3606 to donate with your credit card.

GIFTS OF SECURITIES

Contact the development office at 206-368-3606 for instructions. Our nonprofit tax identification number (EIN) is 91-0564971.

If you have any questions or would like more information about giving opportunities, please contact us at 206-368-3606 or development@lakesideschool.org.

Every effort has been made to include all donors to Lakeside School between July 1, 2017 and June 30, 2018. If you notice an omission or error, please contact Sasha Nouri, assistant director of development, Annual Fund, by telephone at 206-440-2959 or by email at sasha.nouri@lakesideschool.org. Thank you.

Photos by Tom Reese and Lakeside School staff photographers Design by Lindsay Orlowski

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14050 1st Avenue NE Seattle, WA 98125

UPCOMING EVENTS Annual Fund Kick-off Notewriting Breakfast Sept. 22, 2018, 8 a.m.

Arts Fest May 29, 2019

Belanich Family Lecture on Ethics and Politics: Siddhartha Mukherjee Oct. 24, 2018, 7 p.m.

Class of 2019 Commencement June 13, 2019, 2 p.m.

Upper School Grand Day Nov. 21, 2018, 8 a.m.

Reunion dinner hosted by Lakeside for classes ending in 4 and 9 June 14, 2019, 6 p.m.

T.J. Vassar ’68 Alumni Diversity Celebration Jan. 8, 2019, 6 p.m.

Mark J. Bebie ‘70 Memorial Lecture: Jesmyn Ward Feb. 6, 2019, 7 p.m.

Seattle Area Alumni Reception March 13, 2019 Lakeside Rummage Sale March 16-17, 2019 Dan Ayrault Memorial Lecture: Sally Jewell March 20, 2019, 7 p.m.

LAKESIDE SCHOOL CONTACTS Middle School office

206-368-3630

Upper School office

206-368-3600

Development and alumni relations

206-368-3606

Admissions and financial aid

206-368-3605

Parents and Guardians Association

206-440-2740

www.lakesideschool.org

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