Penn Charter Report of Gifts 2016-17

William Penn Charter School

T h a n k Yo u r e p o r t o f g i f t s 2016–2017

s av e t h e dat e

Friday, October 20 A Moment for

Illuminating conversations.

A Chance to Imagine

Brilliant possibilities.

RSVP and Information at

penncharter.com/october20

r e p o r t o f g i f t s : 2016-2017

Contents Letter from the Head of School...............................................................2

FINANCES Annual Fund: You Uplift Penn Charter...................................................3 Report of Gifts Summary...........................................................................4 Revenues and Expenditures......................................................................6

MAKING A DIFFERENCE William F. MacDonald Jr. OPC ‘62 Gift Announcement ...................8 Success for the Koltes Full-Access Financial Aid Fund......................9 Richard P. Brown OPC ‘38: Enjoying the Impact of His Gift.......... 10 William Penn Society: Leadership Giving Levels................................13 Former Teacher Gives with Gratitude................................................. 14 Senior Parent Gift Honors Teachers.....................................................16 Women in Philanthropy...........................................................................18 Protecting Our Infrastructure................................................................ 20 State Tax-Credit Programs Create Opportunity............................... 22 Great Day to Be a Quaker...................................................................... 24 Grace Fund Party Rallies Supporters................................................... 25 Planned Giving: Thomas MacCabe...................................................... 26

OUR DONORS Major Donors 2016-2017....................................................................... 30 Annual Giving............................................................................................ 32 Endowed Funds and Gifts...................................................................... 69 Pinehurst Society...................................................................................... 95

2016-17 Annual Report of Gifts

William Penn Charter School

1

From the Head of School

Dear Friends, Each and every year, I am heartened by the overwhelming generosity shown to William Penn Charter School. Support comes from many people on behalf of many causes. A new parent who gives to the Grace Fund, senior parents who give to faculty professional development, an OPC making a gift for financial aid—these are just a few examples of how you, the friends of this school, express your interest, passion and gratitude as you join us in providing an exceptional Penn Charter experience for our students.

Behind each gift is a story, and some of these stories are featured in this most recent Penn Charter Report of Gifts.

In particular, I call your attention to the piece on “Women in Philanthropy� as an example of how connections to Penn Charter remain a priority even after a loved one has died or children have graduated.

What is it about Penn Charter that inspires people to give so freely? I believe it begins with the strength of the educational experience provided by PC teachers to our students. I believe people give back because of the lessons learned and the games both won and lost in athletic competition. I believe people generously give because Penn Charter cultivates an appreciation of the beauty in the world as expressed in artistic endeavors. Most importantly, I believe the Quaker ethos that is Penn Charter helps to develop a moral compass, and graduates and parents recognize that this guides OPCs throughout their lives.

Whether you are a first-time or lifelong giver, a current or former parent, teacher or former teacher, an OPC or OPC family member, I thank everyone who has joined us to support the work and vision of our school. I hope you enjoy the stories behind each gift. On behalf of the students and faculty and staff of the William Penn Charter School, I am grateful for your trust and tremendous support.

Sincerely,

Darryl J. Ford Head of School

2

William Penn Charter School

2016-17 Annual Report of Gifts

You Uplift Penn Charter 2015-2016 Annual Fund Goal: $1,350,000 2015-2016 Annual Fund Total: $1,490,865 2016-2017 Annual Fund Goal: $1,400,000 2016-2017 Annual Fund Total: $1,502,026

Annual Fund

Keeping Everything in Sight Academics, the arts, athletics, innovation, financial aid, service learning, faculty professional development, facilities—they are each in our sights and the Annual Fund supports them all.

“A strong Annual Fund is critical for Penn Charter,” said Tiffani Harris, director of leadership and annual giving. “Annual Fund gifts are unrestricted, which means we have the ability to put funds toward our highest day-to-day priorities and exciting opportunities, and that translates to excellence.”

Harris reported that 1,727 donors made gifts totaling $1,502,026.

Gifts ranged from $5 to $125,000, proving that every single gift matters.

To be fiscally responsible and avoid spending in excess of our income, Penn Charter raises funds in one year to be spent in the next. The Annual Fund gifts made in the 2016-2017 fiscal year will make up approximately six percent of the budget for the 2017-18 school year.

2016-17 Annual Report of Gifts

Highlights from this year’s Annual Fund: •S enior Parent Gift participation reached 95 percent, inspired by faculty and a desire to support future PC students.

• F aculty and staff participation in the Annual Fund reached 82 percent, marking their commitment to the school’s mission and their support of each other’s work.

•T he Parent Community threw a retro “Return to Prom” party and raised $31,551 for the Grace Fund, a fullaccess fund that ensures all Penn Charter students participate in the full Penn Charter experience.

The Annual Fund has benefited in recent years from the excitement and inspiration generated by Great Day to Be a Quaker. Our second Great Day, on March 15, 2017, raised more than $320,000 for the Annual Fund from more than 450 donors.

“Great Day to Be a Quaker is an amazing testament to the strength of our community,” Harris said.

Read more about Great Day on page 24. PC

William Penn Charter School

3

Report of Gifts

Cash received, July 1, 2016 - June 30, 2017 The Report of Gifts highlights the generosity of nearly 2,000 people who contributed to William Penn Charter School and whose philanthropic commitment helps to shape this institution.

Annual Fund

$1,502,026 Where Do Our Gifts Come From?

Friends

Annual Fund $61,852

Alumni

Annual Fund

$966,589

Parents

Annual Fund (Current and OPC PARENTS)

$448,490

Grandparents Annual Fund $25,095

Chief Development Officer John T. Rogers Hon. 1689 directs a development office dedicated to advancing Penn Charter. For questions about the Report of Gifts or making a charitable contribution to our school, contact Jack Rogers at jarogers@penncharter.com or 215-844-3460 ext. 111.

4

William Penn Charter School

2016-17 Annual Report of Gifts

Restricted Annual Giving

$1,265,814 Educational Improvement Tax Credit

Opportunity Scholarship Tax Credit

$407,463

$414,250

Teachers Retirement Contribution $309,601

Scholarship

College Prep

Other

$100,000

$24,500

$10,000

T o t a l G if t s t o C urr e n t Op e ra t i o n s Annual Fund + Restricted Annual Giving

$2,767,840 Capital and Endowment

$3,814,404 Faculty Endowment

Unrestricted $2,268,809

$83,855

Campus Transformation

Scholarship Endowment

$505,864

$842,194

Program Excellence

General Endowment

$63,405

$50,277

A l l C hari t ab l e G i v i n g Gifts to Current Operations + Capital and Endowment

$6,582,244 2016-17 Annual Report of Gifts

William Penn Charter School

5

Penn Charter Finances:

An Overview

$26,760,576 Expenditures: $26,953,101 Revenues:

(Deficit: $192,525)* *Includes $1.8 million in non-cash depreciation expense.

INCOME

73

%

Tuition & Fees

17

%

6

%

Voluntary Contributions (Annual Fund and pension contribution)

6

William Penn Charter School

Gifts Funds drawn from endowment and funds from state tax-credit programs

3

%

1

%

Student Services that incur additional fees

Miscellaneous Income, including summer camp, rental of Kurtz Center

2016-17 Annual Report of Gifts

EXPENSES

57

%

16

%

Payroll

12

%

Operation & Maintenance

2016-17 Annual Report of Gifts 2013-14

Benefits

8

%

7

%

Student Services

General Administration

William Penn Charter School

7

Strategic Vision

Goals 1 & 6

Quakerism and Financial Sustainability

Envisioning the Future Head of School Darryl J. Ford is honored to announce

a $5,000,000 gift

to William Penn Charter School from

William F. MacDonald Jr. OPC ’62 The MacDonald gift will provide for financial sustainability and support the mission of the school and the goals of the Strategic Vision.

Why is Penn Charter a priority for Bill MacDonald?

“Penn Charter has been an integral part of my life ever since I was enrolled there in first grade—way back then! Frankly, the experience was a bit less supportive than it is today. A bit of hard knocks was thought to be good for everyone’s education back then. But expectations for learning, respect for others, and appreciation for your opportunity are the same as they were then.

“I have stayed involved with Penn Charter over the years because the school always seemed to be a solid anchor for me as I navigated my life. And supporting Penn Charter always struck me as a good investment to ensure the continued education and development of students who can and will make a difference for our society.

“The school requires additional resources to ensure excellence for the next 50 years. We need funding for significant campus transformation as well as endowment to support financial aid and faculty salaries. Our leadership has developed a sound plan that is awaiting implementation.

They have the energy and capability to carry it forward.

“I am enthusiastic about the future they envision and very happy to support it. I hope others will join me.”

–William F. MacDonald Jr. OPC ’62 Senior Overseer

“Bill MacDonald quietly assesses the needs of the school, and he gives generously to meet the goals and shape the dreams of his alma mater. His support of Penn Charter has been nothing short of exceptional.”

– Darryl J. Ford Head of School

8

William Penn Charter School

2016-17 Annual Report of Gifts

Success!

OPCs who received financial aid from Penn Charter met the challenge laid before them by a fellow graduate and, in just less than two years, helped secure the school’s new Full-Access Financial Aid Fund.

Steven Koltes OPC ’74 established the fund in 2015 with a lead gift of $1 million.

“I wanted to do something that would ensure the school could continue to attract and retain the best need-based students in the Philadelphia area,” Koltes explained.

Koltes also offered to match, up to $500,000, gifts to the Full-Access Fund from any OPC who received financial aid—men and women who know best why it is important to provide access to a Penn Charter education and who would be motivated, he hoped, to give back to a new generation of aid recipients.

OPCs met the challenge this summer. The OPC gifts, plus Koltes’ $500,000 match gift, plus his $1 million lead gift, bring the endowed fund for financial aid to more than $2 million.

Head of School Darryl J. Ford noted that Koltes founded the fund after much consideration about ways in which he could support the school and its mission.

“Steve Koltes’ generosity to the Full-Access Fund inspired other OPCs to give generously and is consistent with William Penn’s earliest desire that this school would be widely accessible to students from different economic means,” Ford said. “I am pleased and thankful that the fund has reached its current level so quickly.”

OPC gifts to the fund ranged in size from $25 to $250,000.

Wally Loeb OPC ’52 made the first gift. “Penn Charter will always be dear to me. I learned more at Penn Charter than anywhere else,” Loeb said. “Kids who have potential and a

2016-17 Annual Report of Gifts

willingness to work hard, but cannot afford Penn Charter— they should have the same opportunities that I did.”

Rich Redeker OPC ’61 made his gift this year and wrote to Koltes, thanking him for his “incredible generosity for a school we both love.”

“I attribute everything I am and have achieved to my mother and Penn Charter,” explained Redeker. “My values, work ethic, winning while playing within the rules, and respect were all formed by the faculty and my coaches at Penn Charter.”

Joseph F. Doherty Jr. OPC ’85 was motivated for the same reasons.

Doherty came to PC in ninth grade after a round of visits to area schools where he might play football and study architecture; he had decided at age 13 that he wanted to be an architect. He liked the PC people he met and, with one look at the School House Lane campus, Doherty was sold on PC. He played football—and was a member of the 1983 Inter-Ac championship team—and he also took art, painting and photography courses and completed a senior project on architecture with art teacher Chuck Olsen.

After PC, Doherty was recruited to play football at Penn, graduated with a degree in design and then earned a degree in architecture from Drexel University. Today, he is a principal at Array Healthcare Facilities Solutions, an architectural firm headquartered in Conshohocken.

Doherty was aware that his family did not have the means to pay for his PC tuition. He is not ashamed to tell the story that, as a freshman and sophomore, he had his parents drop him off at Henry Avenue because the racket their car made embarrassed him. “The car didn’t have a muffler,” he recalled. “Once I could drive it myself I thought it was the coolest car around.”

Doherty and his wife, Megan, are now PC parents themselves: they enrolled their son Edward in ninth grade, and he is now a sophomore.

Supporting this financial aid fund founded by Steve Koltes made logical sense to this architect. “I owe a lot of who I am to my education and my time at Penn Charter, and some of my best friends in life are ones I met at Penn Charter.” PC

William Penn Charter School

9

Strategic Vision

Goal 4

Space

Develop and repurpose space to serve the changing needs of the Penn Charter program and mission.

In His Lifetime

Richard P. Brown Jr. OPC ’38 accelerated his $1.5 million bequest to Penn Charter to help build the Kurtz Center for the Performing Arts, saying that he wanted to see the money put to use during his lifetime.

And he did.

by Mark F. Bernstein OPC ’79 A true friend might give you the shirt off his back. How then to describe Richard P. Brown Jr. OPC ’38, who literally gave Penn Charter the roof over his family’s head?

the Kurtz Center, it looked as though it would be necessary to trim costs, and that meant eliminating the stage pit lift.

Lewis S. Somers 3rd OPC ’44 agreed to put up half the cost of the lift and suggested that Brown might provide the rest.

When Rogers called, Brown, a University of Pennsylvania trustee, was processing at Franklin Field in Penn’s commencement exercises. Dressed in academic regalia, he took the call and pledged the money.

In 1976, Brown, a longtime overseer who died on May 29, gave PC his boyhood home at 3830 The Oak Road as a residence for the head of school. The following year, Earl J. Ball became the first head to live there, along with his wife, Pam, and their two young sons. With that generous gift, the Brown House became PC’s White House.

Ball recalled meeting Brown for the first time on the day Ball was formally introduced to the Overseers. “From then on he was a constant,” Ball said. “Any time we faced some really important issue, Dick Brown was one of the people the board turned to.”

Richard P. Brown Jr. OPC ’38

If it was Brown’s most visible gesture of support for his alma mater, it was hardly the only one. As an overseer for 48 years, he was integrally involved in the decision to transition to coeducation, as well as many planning and fundraising committees, including the capital campaign that raised funds to build the current Lower School. In 2007, during another capital campaign, Brown accelerated a planned bequest of $1.5 million to help build the David L. Kurtz Center for the Performing Arts, saying that he wanted to see the money put to use during his lifetime.

Chief Development Officer John Rogers Hon. 1689 recognizes that giving gifts during one’s lifetime is sound wealth management. Still, Rogers enjoys telling the story of a somewhat smaller gift. Midway through construction of

Perhaps the most important of those issues was coeducation. Brown clerked the committee that considered the issue, and he approached it with his trademark thoroughness, seeking input from a wide range of alumni, including academic experts, and insisting that every member of the faculty be interviewed. Though Brown was careful not to put his thumb on the scale, once the decision was made to go coed, Ball said, “he was all for it.”

Richard Percy Brown Jr. entered PC in 1926, only a year after the new School House Lane building opened.

Class valedictorian and member of the Cum Laude Society, he fenced, played tennis, led the cheerleading squad, and was active in debate, dramatics and the Literary Society.

Shortly after graduating from Princeton, also with honors, Brown joined the Navy, earning six Campaign stars during (continued on page 10)

10

William Penn Charter School

2016-17 Annual Report of Gifts

The 2010 opening of The Wizard of Oz, the first musical staged in the new Kurtz Center, was the cause of much celebration. Richard P. Brown OPC ’38, far right, is flying high over campus in a hot-air balloon with Stephen A. Bonnie OPC ’66, Head of School Darryl J. Ford, and Lewis S. Somers 3rd OPC ’44.

2016-17 Annual Report of Gifts

William Penn Charter School

11

World War II. He served first as a junior gunnery officer on the USS Alabama, and later with the amphibious landing forces in the South Pacific. There he witnessed some of the heaviest fighting of the war, including the U.S. invasions of the Marianas Islands and Okinawa. At Iwo Jima, he watched from shipboard as the American flag was raised over Mt. Suribachi.

Back home, he earned a law degree at Penn and joined the firm of Morgan, Lewis & Bockius, where he remained for the rest of his career. Although widely respected as a products litigation attorney, Brown’s most lasting contribution was as a planner who helped chart the course that has made the firm one of the largest in the country.

“If you went to central casting for what they thought a senior partner at an old-line law firm looked like, you’d get Dick Brown,” mused Marc J. Sonnenfeld, a longtime Morgan Lewis partner. “He spoke perfectly. Whatever came out of his mouth was razor sharp.” Jami Wintz McKeon, now the firm’s chair, said that most people referred to him as “Mr. Brown,” not because he was cold and forbidding, but as a gesture of respect.

His reputation preceded him, outside of court as well as in. Ball recalls meeting with an angry parent who threatened to sue the school. Of course that’s your right, Ball countered, but I will have to refer the matter to our legal counsel.

“Don’t threaten me with Dick Brown!” the parent cried, and Ball never heard about the matter again.

Brown may have looked like a staid patrician, but he did not act like one. Friends recall how he liked to drive his sporty Jaguar—and drive it fast—on frequent jaunts to New York. He retained a chef and butler all his life and kept a second home in Barbados. Whenever the latest gadget came out, he was among the first to buy it, and helped show much younger friends how to use it.

World affairs were another passion. Brown chaired the International Law section of the American Bar Association Dick Brown gave his boyhood home, adjacent to campus, to Penn Charter in 1976.

In the Class Record of 1938, Richard Percy Brown Jr. was front and center, in a dashing double-breasted suit, with members of the Literary Society.

and traveled widely. In 1974, he headed the first American delegation to visit China after President Richard Nixon’s breakthrough meeting with Mao Zedong. He also was actively involved in the Council on Foreign Relations, the International Peace Institute, the Foreign Policy Research Institute, the Eisenhower Fellows, the International House Center, the World Affairs Council of Philadelphia, and the American Foundation for the University of the West Indies.

Closer to home, dozens of local organizations received his time and support. He served on the boards of Fidelity Bank, WHYY, the Friends of the Wissahickon, and Penn’s archeology museum, law school and medical school.

Always, though, there was Penn Charter.

“He was just a wonderful man,” said Head of School Darryl J. Ford. “His support of the school was unwavering.”

Both Ball and Ford praise Brown’s quiet counsel.

Whenever he would visit his old house on The Oak Road, Brown would share stories about some of its unique features, including a signal he had wired on the third floor steps to warn him if his mother tried to venture up to see if he was asleep, and a Polynesian-themed bar in the basement. Not surprisingly, given that his grandfather had founded the Brown Instrument Company, one of the nation’s leading manufacturers of thermostats, the house was chock-full of them.

One particular story about the boy grown to a man sticks out in Ford’s memory. “We hope to educate students to live lives that make a difference,” Ford prefaced. A few years ago, he learned that a member of the cafeteria staff was receiving rides to and from her treatments at Fox Chase Cancer Center from someone with a PC connection. Who could that be, he asked?

Her driver was octogenarian Dick Brown, living a life that made a difference. PC

12

William Penn Charter School

2016-17 Annual Report of Gifts

Leadership Giving at P e nn C hart e r

The William Penn Society

By connecting our school’s history and key leaders, the William Penn Society, named in honor of our school’s founder, honors leadership gifts to the Annual Fund.

Richard Mott Jones Benefactors:

Anthony Benezet Guild:

$50,000+

$5,000-$9,999

John Flagg Gummere Patrons:

Welcome Associates:

$25,000-$49,999 Hannah Callowhill Penn Council:

$15,000-$24,999 Charles Thomson Circle:

$10,000-$14,999 Richard Mott Jones,

head of school from 1874 to 1917, helped reorganize the school from a network of small schools into a college preparatory school for boys and initiated the move from Center City to the campus on School House Lane.

John Flagg Gummere,

known respectfully and affectionately as “the chief,” was a scholar, renowned educator and head of school from 1941 to 1968.

Hannah Callowhill Penn,

William Penn’s second wife, is credited with keeping the colony of Pennsylvania running during her husband’s ill health.

Charles Thomson,

head of school and Latin teacher from 1755 to 1760, was secretary of the Continental Congress during the American Revolution.

2016-17 Annual Report of Gifts

$3,000-$4,999 1689 Founders:

$1,689-$2,999 Clock Tower Society:

$16.89 and $168.90 from young OPCs Anthony Benezet,

one of America’s first abolitionists, started the first school for African American students and left that school to the Overseers in his will, with a small stipend to keep it going.

Welcome Associates

William Penn’s two-month journey to America began in Deal, England, on the 150-foot ship Welcome.

The Welcome landed first in what is now New Castle, Del., finally stopping in Chester, Pa., on Oct. 28 or 29, 1682.

1689 Founders

William Penn Charter School is the oldest Quaker school in the world, founded in 1689 by William Penn.

Clock Tower Society

A leadership giving society for young OPCs within 10 years of graduation.

Members of the Clock Tower Society have special access to networking events hosted by the Alumni Society and can attend other events for free or at a reduced cost. Penn Charter is excited to engage and stay connected with our young OPCs.

William Penn Charter School

13

Strategic Vision

Goal 3

Teaching

Promote excellence in teaching by supporting faculty to develop and advance their professional practice.

Teacher Gives with Gratitude

by Rebecca Luzi

Peter Nagafuchi is something of a rolling stone. Born in Japan (his given name is Reijiro), he has lived and sought new experiences from the East Coast to the West and all over the world.

Along the way, he has taught gymnastics and judo; coached cross country, track and field, and soccer; and was a ski instructor, lifeguard, businessman and, for a short time in New York City, a Peter Nagafuchi left Japan in 1968 to teach physical restaurant manager. His fondness education at Penn Charter. for Penn Charter and his time here, spanning a relatively short (by PC standards) seven years, remains strong 49 years after he stepped through the red doors.

Nagafuchi, an accomplished gymnast in Japan who might have trained for the 1964 Olympics were it not for the grueling 10-year program it would have required, is remembered for energizing Penn Charter’s physical education program—and for being able to run 10 to 12 feet up a wall, or a tree, before jumping down.

He was also the cross country and track coach, and Kaesshaefer was one of his favorite runners. “My senior year,” Kaesshaefer said, “I decided I wasn’t going to come to track practice.

And he would hunt me down. I would say, ‘I don’t need to practice.’ Then, my time [in the 100-yard dash] went from 10.3 to 13.6. He came up to me and said, ‘I’m going to call you CC – Chubby Charles’ – and he seriously did for the rest of the season.”

“This proves you need to practice!”

Nagafuchi told his young runner.

“You think you’re big stuff! 13.6!” he would laugh.

“It was a good lesson,” acknowledged Kaesshaefer, himself a longtime teacher and coach.

“It was my first American job,” he said, remembering his hiring in 1968 by legendary headmaster John F. Gummere. Penn Charter helped him obtain a green card as well as a master’s degree from Temple University. After a one-year hiatus in 1971-72, Nagafuchi returned to PC, hired back by the next head of school, Wilbert Braxton, and taught physical education to all ages, including kindergarten and first grade. “It was a pretty good challenge,” he said of teaching the youngest students.

Charlie Kaesshaefer OPC ’71 remembers Nagafuchi’s challenge well. “The kids would attack him, and he would wrestle with them and throw them off. He was the strongest man I ever met. He could have 15-20 kids hanging on him, and his core was so strong he could throw them off!

“He always had a grin on his face and was always laughing,” Kaesshaefer continued. “So much energy. He brought gymnastics to Penn Charter, the rings, parallel bars, pommel horse, tumbling... Before, all we did was circuit training.”

14

William Penn Charter School

Dave Jonas OPC ’74 learned judo from the master. “No matter what he taught, chances are you would have had fun,” Jonas said.

2016-17 Annual Report of Gifts

Nagafuchi was disciplined, and he wanted his athletes to be disciplined, too, but sometimes the cross-country runners pulled a fast one on him.

When the team would run in Valley Green, Kaesshaefer said, “kids would hitchhike back, and he would think everyone had had a great workout.

One kid hitchhiked back in a meet in the back of someone’s pickup.”

Judo was another of Nagafuchi’s contributions to the physical education program. One of his former students, David Jonas OPC ’74, liked judo so much he earned a brown belt in the martial art. “I can’t rave enough about him,’ Jonas said. “I got so enamored with judo. I advanced several levels under his tutelage.

Peter and Joanne Nagafuchi enjoy an active lifestyle in Greenville, S.C.

“He had a great sense of humor. It was contagious and infectious. No matter what he taught, chances are you would have had fun.”

friends, like thousands of others, took a sledgehammer to the Berlin Wall that had separated East and West Germany since 1961.

After Penn Charter, Nagafuchi moved to Colorado where he was a ski instructor and taught physical education at Aspen Country Day School.

He returned to the East Coast to work for a Japanese moving and shipping company in Philadelphia, commuting to New York and Washington, D.C., regularly. There he met with diplomats and import-export bank executives to arrange their moves overseas. “My day started at 4 a.m. and I came home at 11 p.m.,” he said. “At midnight I was jogging outside. When you’re young…”

While working for a school run by the U.S. Department of Defense at Yokosuka Naval Base in Japan, he met his future wife, Joanne, a guidance counselor. He taught American students Japanese culture, including origami. (“I had to quickly learn those skills!” he recalled.) After they married in St. Peter’s Cathedral in the Vatican, they were separated by a little matter of five thousand miles for six months. He was teaching Japanese and PE at an international school in Bangkok, Thailand, while Joanne was teaching in Rome.

Next stop Massachusetts, where he taught physical education for eight years and participated in a cultural exchange teaching program in Braunschweig, Germany.

In 1989, Nagafuchi was witness to history. Teaching PE and coaching a swimming team at West Berlin’s John F. Kennedy School, he and his

2016-17 Annual Report of Gifts

Reunited in Italy, they taught in Rome before getting jobs at another school run by the Department of Defense, this one in Naples. Because their English-speaking school was near a NATO base, their students were from England, France, Germany, Albania and Poland, in addition to the U.S.

At 72, Nagafuchi is retired from teaching. (“He was still doing more than his 17-year-old students could do,” Joanne said, “including rope climbing.”) The couple moved to Greenville, S.C., which is too hot for his liking, but the Nagafuchis are attracted to Greenville’s European charm and active lifestyle. Hiking, biking, square dancing, woodcarving and tai chi are Nagafuchi’s current pursuits.

Nagafuchi, who speaks three languages, has lived and taught in five countries. He and his wife, Joanne, recently made a gift of $10,000 to Penn Charter. His appreciation for the school stems, in part, from its Quaker roots and the importance of weekly Meeting for Worship. “Quaker schools – and especially Penn Charter – help you grow,” he said. He found that this self-reflection helps students, and perhaps even teachers, to identify and pursue their goals.

Penn Charter “makes you think about what you need in your life.” PC

William Penn Charter School

15

Strategic Vision

Goals 3 & 6

teaching and Financial Sustainability

Inspired to Give Senior Parents Uplift Penn Charter Each October, senior class parents gather at the residence of the head of school for a dinner to kick off their children’s final year. Faculty and students speak at the event, showcasing and attesting to the opportunities available to students because of our dynamic teachers.

The dinner also marks the start of the Senior Parent Gift effort, a tradition led this year by Suzy Reisman and Rick Cataldi. The energetic duo guided a robust committee to inspire senior parents to make a gift to the school.

Ultimately, 95 percent of families of the Class of 2017 supported the Senior Parent Gift, and raised a total of $171,371. The straight-woman to Cataldi’s humor, Reisman noted they were a great team. “It was more than having a goal to achieve. We had fun!” Reisman said.

This year, funds raised by the Senior Parent Gift supported not only professional development for faculty, as is custom, but also financial aid and renovations to

Senior Parent Gift Committee

16

Co-Chairs

John and Cecilia Grace

Rick Cataldi

Alexis Harvey-Paolini

Suzy Reisman

Michelle Hinshaw

Carol and Darryl Beard

Eartha Holland

Sandra Cataldi

Kristyn La Barge

Katherine and Michael Gabor

Joanne and Stephen Lorenz

Leslie Gomez

Mary Mellor

Susan and Charles Goodman

Linda Perkins

Cathy Gorman

Rene Smith

William Penn Charter School

Valerie Robinson

Senior Parent Gift Co-Chairs Rick Cataldi and Suzy Reisman pose with Darryl J. Ford at Commencement.

Perrott Field. Gifts to financial aid were matched dollarfor-dollar by Steven F. Koltes OPC ’74, who established a matching fund for gifts to financial aid. Supported by the match, senior parents raised $50,887 for financial aid.

Cataldi and Reisman credited the desire to honor the teachers who have made a difference for their children for absolutely blowing past their initial goal for the Senior Parent Gift this year. “We were way over our goal after the first round of conversations with families,” said Cataldi.

Another match, announced on Great Day to Be a Quaker, motivated many parents. “The Great Day match was really inspiring,” Cataldi said. “More families gave again,” further boosting the Senior Parent Gift total.

“I’m absolutely passionate about the underlying purpose of the gift,” Reisman said. “Fostering what is wonderful about our teachers—supporting them—and supporting

2016-17 Annual Report of Gifts

2017 Senior Parent Gift Stats Results Participation:

95% Senior Gift Raised:

$120,484 Amount Raised for Financial Aid:

$50,887 Total raised for PC, including match for financial aid:

$171,371 financial aid to provide access to more students to those excellent teachers are intertwined. Our kids are who they are today because of the influence and role of the teachers at Penn Charter.”

So many senior families, even in times of hardship, have found inspiration in Penn Charter. “When you look at the school as a whole and embrace what it has done for your child,” Cataldi said, “it is easy” to be inspired. “I love what Penn Charter has done for my children, and people gave because they felt the same way.”

And at PC, every single gift—no matter the amount— makes a difference. “Any amount a parent gave, truly, sent the message that our class supported faculty and students,” said Reisman. “The single best decision as parents my husband and I made was to bring our kids to

2016-17 Annual Report of Gifts

Penn Charter. All the sacrifices along the way have been worth it.”

Twelfth grade parents David and Rhonda Kessler were inspired by the October dinner hosted by Head of School Darryl J. Ford and Gail Sullivan Ford. “We were reminded of what a warm, caring place Penn Charter has always been for our children, especially seeing the quilt that the Fords purchased at a second grade PC auction, which contained pictures and quotes from our kids,” David Kessler said. Just for fun, they calculated how much time their daughter had spent at PC since kindergarten.

“About 17,000 hours! When you look at it in those terms, it is undeniable how much influence the teachers and administrators at PC have had on our family.” Because of this, said Rhonda Kessler, “it was an easy decision for us to contribute to such a great cause.” PC

William Penn Charter School

17

Strategic Vision

Goals 1 & 6

Quakerism and Financial Sustainability

Women Motivated

by Love, Friendship

by Mark F. Bernstein OPC ’79

As you can see by browsing through the pages of this report, hundreds of OPCs give to the Annual Fund every year, as do many parents and faculty members.

But a number of people loyally support Penn Charter even though they never attended or worked for the school at all. A few have never even seen it. Why do they give?

Margaret (Marcy) Emmons has lived most of her life in Chestnut Hill and attended the old Stevens School on West Willow Grove Avenue.

Nevertheless, her PC lineage is extensive. Her father, Theodore Hillsley OPC ’21, graduated from Penn Charter when the school was still located at Twelfth and Market streets. He and his mother, Emmons said, would take the Reading Railroad train into Center City together each morning.

Her husband, Thomas Emmons, was a member of Penn Charter’s Class of 1944 but never graduated.

Unlike his three older brothers— J.G. OPC ’36, William OPC ’37, and Robert OPC ’40—he transferred to boarding school at Deerfield Academy, a decision he regretted all his life.

18

William Penn Charter School

Elizabeth McCormack gives in honor of her late husband, Jerome Aron OPC ’35.

“He always considered Penn Charter his school,” Emmons said. “He never forgave his mother for sending him off to boarding school.”

When it came time, the Emmonses sent their son, Thomas (Pete) Emmons Jr. OPC ’73, to Penn Charter—and not to boarding school. And when the elder Emmons died in 2003, his bequest established the Thomas P. Emmons OPC ’44 Annual Fund Endowment.

Similarly, Janis Winder gives in memory of her late husband, Topper Winder OPC ’62.

“I have always loved Penn Charter and the people I met there,” Winder said. “Even if my husband hadn’t carefully instructed me what to do before he died—which he did!—I still would do it. I would be doing it even if he never said it, because I would know that’s what he wanted, and because it makes me happy to do so.”

In Winder’s view, “Penn Charter is in my heart for a lot of reasons. I just feel like I know I am doing a good thing by supporting it.”

2016-17 Annual Report of Gifts

Elizabeth McCormack, by contrast, has never set foot on the PC campus. The former president of Manhattanville College in Purchase, N.Y., has an extensive range of other commitments, as a former director of the Rockefeller Family Philanthropies and board member of the Julliard School, the John D. and Catherine T. MacArthur Foundation, and Memorial Sloan-Kettering Cancer Center, among others. But she gives loyally to Penn Charter, as well.

“I am a friend of Penn Charter because my husband was a graduate and was very devoted to it,” she explained by telephone from New York, where she lives. Jerome Aron OPC ’35 “was very grateful for the education he received there, many years before I knew him.” The two met when Aron, a lawyer, worked as Manhattanville’s chief financial officer while McCormack was president; they were married for 29 years.

Aron did not return to PC often, but his connection was strong and enduring. Asked if he ever spoke to her about the school, McCormack replied, “Only that it was great. He was more loyal to Penn Charter than he was to Yale, where he went to law school.”

If some give to Penn Charter in memory of a late husband, others give to honor an old friend. Caroline Waxler is one of them.

As a teenager, Waxler, who went to Episcopal Academy, swam for the Germantown Cricket Club where she became friends with a group of PC students. One of them, Chris Brasler OPC ’89, introduced her to his classmate, Kenny Caldwell OPC ’89, and their friendship was instantaneous.

“Kenny was always such a solid, funny, nice person,” Waxler recalled.

2016-17 Annual Report of Gifts

Friends of Kenny: Caroline Waxler (center) with her husband, Michael, and Senior Director of Giving Stephanie W. Ball.

They remained close after Caldwell left for college at Hofstra University and Waxler left for Penn. Slowly, though, the two fell out of touch. Waxler moved to the West Coast and Caldwell became a senior account manager for Alliance Consulting, working in the north tower of the World Trade Center. It was not until 2005, when she ran into another Penn Charter friend, Barry Markman OPC ’90, that Waxler learned Caldwell had been killed in the terrorist attacks of September 11, 2001.

Weekend. (Caldwell, along with Peter Ortale OPC ’83, who also died on 9/11, is honored as well in the annual Run for Peace.) Waxler provides the DJ for the Kicknic each year as well as toys given out to the children. Dozens participate, but it’s a family affair, too, which Caldwell’s mother, Elsie GossCaldwell, and older brother Leon OPC ’87 regularly attend.

She immediately asked what she could do, and Markman told her about the Kenny Caldwell Memorial Kicknic. Conceived by his friends as a way to honor his memory, it was Caldwell himself who first thought of the idea. He liked to celebrate his birthday with a game of kickball.

Though a time of fellowship, the Kicknic also supports the Kenny Caldwell OPC ’89 Memorial Scholarship Fund, which helps bring to PC “a student who exemplifies Kenny’s upbeat personality, appreciation for city life, and commitment to positively influencing others.” Waxler gives to that regularly, too.

With a push from several people, especially Matt Miller OPC ’86, Caldwell’s fondness for kickball became the impetus for the Kicknic, a kickball game and picnic which is now held annually on the Saturday of OPC

“The Kicknic is just such a fun day,” she said. “It’s something I look forward to every year.”

Turn to page 57 to read about the many gifts given in honor or memory of loved ones, favorite teachers and others. PC

“Penn Charter is in my heart for a lot of reasons …. I know I am doing a good thing by supporting it.”

William Penn Charter School

19

Strategic Vision

Goals 4 & 6

space and Financial Sustainability

Preserving Our Campus

by Julia Judson-Rea

Richard B. Fisher Middle School. The David L. Kurtz Center for Performing Arts.

Maguire Field. The Blaine Center for Fitness and Performance. The Kline and Specter Squash Center.

Because of the generosity of OPCs and friends, Penn Charter has added to the landmark campus facilities that make the school the best place to teach and learn.

Each of these spaces has features and complexities—for example, the green roof on the Kurtz Center—that require significant resources if we are to maintain them in top condition.

Penn Charter has sought, and continues to seek, to fully endow the spaces as a means to generate investment income that will fund everything from new coats of paint and lightbulbs, to technological and security improvements, to enhancements to support our evolving curriculum.

20

William Penn Charter School

Richard B. Fisher Middle School

2016-17 Annual Report of Gifts

and her recognition of how important the school was to him. Her new gift protects and maintains the Middle School building that bears his name.

Jeanne Donovan Fisher and Richard B. Fisher OPC ’53. “Those of us who knew Dick are enriched by his spirit and his presence.” – Earl J. Ball Hon. 1689

Jeanne Donovan Fisher is the first to step forward in this new initiative.

Her endowed gift will protect and maintain the Richard B. Fisher Middle School in perpetuity, honoring the legacy of her late husband and his vision for Penn Charter.

Richard B. Fisher OPC ’53 loved Penn Charter. He entered PC in sixth grade and, for that reason, partnering with the school to build a state-of-art Middle School had special meaning for him. The lead gift from the Fishers, more than 15 years ago, transformed the campus and

created an extraordinarily functional, light-filled and airy Middle School for generations of new learners. Today, the hallways and classrooms buzz with energetic sixth, seventh and eighth grade students.

Following Dick Fisher’s death in 2004, Jeanne Fisher has continued to support Penn Charter in honor of her husband. Her philanthropic commitment to Penn Charter—by way of gifts to the Annual Fund, the Richard B. Fisher OPC ’53 Faculty Fund and the Richard B. Fisher Scholarship Fund— reflect her love

Richard B. Fisher OPC ’53

Honoring His Spirit and Presence “Richard Fisher graduated from Penn Charter in 1953 with

“Dick always felt that in many ways Penn Charter changed the course of his life,” she recalled. “After his bout with childhood polio, he was not welcome in the public school and was sent to the Widener School to ‘learn a trade.’ A kindly local doctor (Dr. Chance, if you can believe it!) intervened and helped arrange his scholarship to OPC. From there to Princeton and beyond, Dick never lost his love of learning, nor his appreciation for the difference the Penn Charter opportunity made to him. I want to continue to honor that in Dick’s memory.”

For Head of School Darryl J. Ford, her gift fulfills her intention. “Every time I meet with Jeanne, I am reminded of Dick’s love of his alma mater.” PC

Interested in having a conversation about endowing spaces on our campus? Contact Chief Development Officer Jack Rogers Hon. 1689, 215-844-3460 ext. 111

willingness to help others, and his academic brilliance.

After graduation, Richard Fisher maintained his interest in history, the arts, and in the schools in which he was nurtured, while achieving distinction as one of this country’s prominent and visionary business leaders. His record of philanthropy stands as a model to his generation and those who follow. His record of public service brought

a distinguished record of leadership and scholarship. His

honor to his old school and demonstrated the Quaker

influence on his peers was founded on his character,

commitment to the community.”

his determination to overcome childhood polio, his

From a minute of the Overseers, May 2005.

2016-17 Annual Report of Gifts

William Penn Charter School

21

Strategic Vision

Goals 1 & 6

Quakerism and Financial Sustainability

Cherishing Diversity, Creating Opportunity

by Ed Morrone OPC ’04

DOES YOUR COMPANY OR EMPLOYER OPERATE IN PENNSYLVANIA AND PAY ANY OF THESE TAXES? • Corporate Net Income Tax

• Capital Stock Franchise Tax • Bank and Trust Company Shares Tax • Title Insurance Companies Shares Tax • Insurance Premiums Tax • Mutual Thrift Institution Tax • Personal Income Tax If so, the business may be eligible to participate in two state tax-credit programs that make it possible to redirect tax dollars to Penn Charter for financial aid. The application process is easy, and the benefits to the school and to deserving students are significant.

As a Penn Charter lifer, Philip Balderston OPC ’02 understands the value of the education the school provided him. Now, through Pennsylvania’s Opportunity Scholarship Tax Credit Program (OSTC), Balderston, owner of Philadelphia-based real estate company Odin Properties, is giving back to PC and providing talented students that same opportunity.

“It’s a terrific program,” Balderston said of OSTC, which provides financial aid for Penn Charter students in low-income households, in neighborhoods with low-achieving public schools.

“It encourages business owners to pay a little more to really create an impact on children in the state of Pennsylvania.”

With the state’s two tax-credit programs—OSTC and the Educational Improvement Tax Credit Program (EITC)—companies can donate up to $750,000 to Penn Charter for financial aid. In return, the company receives a direct credit on its state tax liability of up to 75 percent of the donation. The credit increases to 90 percent if the business provides the same donation for two consecutive tax years.

Balderston founded Odin Properties, headquartered in Center City, in 2009.

The company purchases underperforming real estate and, with renovations and solid property management, transforms them to benefit investors, tenants and surrounding neighborhoods. Balderston said Odin owns and operates multifamily, office and retail properties in seven states and manages 5,000 apartment units.

Balderston attributes his motivation to give back to PC to his father, Richard OPC ’69. A renowned orthopedic surgeon, Richard Balderston came to PC in seventh grade, an opportunity made possible by the school’s financial aid program. He has been a Penn Charter overseer since 1986, and he and Claudia Balderston, his wife, are loyal, generous donors to the school.

“PC is incredibly important to my dad,” the younger Balderston said. “As soon as he had the resources, he made it a point to give back as much as he could. It (continued on next page)

22

William Penn Charter School

2016-17 Annual Report of Gifts

was always clear to me as a kid how important Penn Charter was to him and that he gave the school credit for his success. That was passed down to me and my sister,” Jessica Balderston Gertz OPC ’05. Balderston Gertz recently completed her residency in emergency medicine at Virginia Commonwealth University Hospital in Richmond, Va., and is working there on a fellowship in ultrasound.

Phil Balderston knew by the age of 16 that he wanted to be a real estate developer, and Penn Charter encouraged him to dream big. “Being a PC student kind of bred that ideology,” he said. “How you succeed in life is based on how hard you are willing to work.” After earning a BA in economics from the University of Pennsylvania, and a degree in urban studies and real estate from Penn’s Wharton School, Balderston quickly found success in the business. He attributes some of his achievement with Odin to his PC education.

What are EITC and OSTC? Enacted by the Pennsylvania legislature in 2001, the Educational Improvement Tax Credit (EITC) provides a tax credit to businesses that pay Pennsylvania’s corporate income tax for contributions to scholarship organizations that give private-school scholarships to eligible children.

In August 2012, Pennsylvania created a second program— the Opportunity School Tax Credit (OSTC)—to offer further support for students in lowincome households located in neighborhoods with lowachieving public schools.

Philip Balderston OPC ’02 (top right) with his parents, Richard OPC ’69 and Claudia, his sister, Jessica Balderston Gertz OPC ’05 and Zachary Gertz, her husband.

“Penn Charter instilled in me the value of hard work, acceptance of all people, equality and integrity, lessons I still carry with me today,” Balderston said. “From a very early age I met kids from all different backgrounds and learned that diversity must be cherished. As long as the school continues to further a culture rich in diversity, hard work and equality of all people, it’s my pleasure to give to PC. I’m happy to do so.” PC

The EITC and OSTC programs make it possible for a Pennsylvania business to direct up to $750,000 of its Pennsylvania tax liability directly to financial aid for Penn Charter students and receive a tax credit—75 percent of a one-year gift and 90 percent for gifts given in two consecutive years. Last year, tax-credit gifts to PC ranged from $1,800 to $200,000, and totaled $821,713.

The support of the EITC and OSTC programs is critical to helping Penn Charter achieve our mission of socioeconomic diversity. For more information on the EITC and OSTC programs, contact John T. Rogers, chief development officer, at 215-844-3460 ext. 111 or jarogers@penncharter.com.

2016-17 Annual Report of Gifts

William Penn Charter School

23

Strategic Vision

Goal 6

Financial Sustainability

Provide for financial sustainability and support the mission of the school and the goals of the strategic plan.

Great Great Day! day!

Bad Weather,

Not a crew to be stymied by a snowstorm, the Penn Charter community displayed its unparalleled pride for our school once again on the second annual Great Day to Be a Quaker.

More than 450 donors raised $323,795 for Annual Fund in 24 hours on March 15—though the school day started two hours late because of the snow!

The total number of donors on Great Day increased by more than 100 people compared to last year, our first Great Day. Donors were inspired by a $100,000 dollarfor-dollar match from an anonymous donor, as well as a second, $20,000 anonymous challenge later in the day that was designed to increase participation from young OPCs. Faculty and staff support for the Annual Fund topped 103 donors on the day, encouraged by a $10,000 faculty challenge match from the Alumni Society.

A digital photo booth with a selection of iconic Penn Charter landmarks as backgrounds was very popular among students, as was the cake at lunch!

We heard from OPCs and friends why they love PC in video, photo and email formats, all catalogued on the Great Day to Be a Quaker blog. Young OPCs returned to campus for a small luncheon and, in advance of the snowstorm, Director of Alumni Relations Chris Rahill OPC ’99 visited a few OPCs in Philadelphia to rally support for the day.

With a fervor for one’s team not seen except in Harry Potter’s Hogwarts School, the Blue and Yellow teams raced throughout the day to see which team would inspire the most donors to make a gift on Great Day. Neck and neck all day, the Blue team finished with more donors on Great Day than Yellow. Way to go, Blue!

PC is grateful to the donors representing both Blue and Yellow because every gift contributes to make excellence the standard at Penn Charter. PC

24

William Penn Charter School

2016-17 Annual Report of Gifts

Strategic Vision

Goals 1 & 6

Quakerism and Financial Sustainability

Fashionable and Generous Beehive, bouffant, hot-ironed, teased, crimped, a dab of Dippity-Do styling gel or Brylcreem. Ruffles, shoulder poufs, powder blue suits. Is this 2017 or a flashback to high school? This past May, it was both!

The Parent Community hosted a “Return to Prom” to celebrate the good work of, and to raise money for, the Grace Fund.

The Grace Fund is a fund that pays for all the “extras” such as calculators, soccer cleats and sometimes even prom attire, for students with demonstrated need; the goal is to ensure that every student is able to experience all that the school has to offer. The party, on May 13 under a tent at Timmons House, raised $31,551 for the Grace Fund.

Grace Sharples Cooke, an overseer and OPC parent, spoke about her mother, Grace Russell Wheeler Hon. 1689, for whom the fund is named, and about the importance of providing access for all students to all that PC has to offer.

“An urban school that draws students from more than 100 zip codes becomes a sort of social center for the student body,” Cooke said. “Travel, prom participation, school trips and school supplies—no student should lack such essential experiences and possessions.”

Overseer Grace Sharples Cooke, with Head of School Darryl J. Ford.

Wheeler was a strong voice in the board’s decision to enroll girls.

The party, featuring the American Deluxe band, a silent auction, neon drinks, a video arcade and lots of dancing, was a great success.

Individuals and companies, including past parents, sponsored aspects of the party, even if they couldn’t attend, in a wonderful show of support for PC students.

“Thanks to our amazing parents, alumni and staff, this was the most successful Grace Fund fundraiser to date,” Michelle Sage P ’21 and ’23, chair of the event, said.

Partygoers ended the night with a slow dance.

2016-17 Annual Report of Gifts

Attendees, many in their retro prom attire and hair, bid on vacation rentals, local experiences, jewelry and more. “Many of the dads set up an arcade game tournament,” Sage said.

“They really got into it!” And, just like the proms you remember, the night ended with a slow dance. PC

William Penn Charter School

25

Strategic Vision

Goal 6

Financial Sustainability

Provide for financial sustainability and support the mission of the school and the goals of the strategic plan.

Planned Gift

Caps a Lifetime of Philanthropy Thomas MacCabe may have lived in Florida and New Hampshire later in his life, but Philadelphia and Penn Charter never felt too far away.

MacCabe, a Mt. Airy native, attended Penn Charter in the late 1940s and would have graduated in 1949, but instead finished his education at the Hill School. Still, he always viewed PC as his school.

MacCabe died in February 2015. A self-made man with a successful career in the manufacture of electrification systems, as well as a laudable history of philanthropy (especially the arts), MacCabe left a bequest to Penn Charter, earmarked for the performing arts.

Although it has been nearly 70 years since MacCabe was a student at PC, his classmates still remember him vividly and fondly. “He was a very outgoing guy—a storyteller, adventurous,” said Bill Welch, MacCabe’s friend and president of the Class of 1949. “After he graduated from Lehigh he bought a house in Flourtown, and after only a few months of living there he was running for mayor. Just a very well-known, popular, gregarious guy.”

After Lehigh, MacCabe went to work for his father before he ultimately founded the electrical engineering company MacCabe Electrical Conductors Inc. in 1970. The company is still in operation today under the direction of his sons Brad and Tom III. MacCabe was a lover of the arts, sports—he played football at PC—animals, politics and giving to charities. His success in business allowed him to take part in many philanthropic endeavors in the Philadelphia area and beyond. He was part of a group that bought, preserved and operated the Keswick Theatre in 1987; MacCabe also was also lead donor to the Barnstormers Theatre in New Hampshire, near his summer home in Wolfeboro.

26

William Penn Charter School

MacCabe retired to Florida and made such an impact in his charitable ventures in the area that singers from the Sarasota Opera House performed “Ave Maria” of their own accord at his Florida memorial service.

Other causes near and dear to MacCabe were: Great Kids, a daycare center for children in need that he sponsored in Florida; the Rotary Club of Sarasota; Huggins Hospital in Wolfeboro; and the Philadelphia Zoo, Philadelphia Orchestra and, of course, Penn Charter.

“He especially got re-involved with PC after I sent my sons there,” Brad MacCabe said of his father. “He was all the way in whenever he was involved with something.”

MacCabe got fulfillment from giving back to the school that helped mold him. “He liked to be a leader in fundraising, and would invite PC alumni based near Sarasota over to the house,” Brad said. “He got to come back and see his grandkids (Ian MacCabe OPC ’14; Kevin MacCabe OPC ’17) play sports there. He loved Penn Charter. He couldn’t say enough good things about it.” PC

– Ed Morrone OPC ’04

2016-17 Annual Report of Gifts

Upper School students perform Godspell.

2016-17 Annual Report of Gifts

William Penn Charter School

27

Development Office 2016-2017 Chief Development Officer

Director of Prospect Management

John T. Rogers Hon. 1689, P ’99, ’00, ’04

and Research

Senior Director of Giving

Event Coordinator

Stephanie Ball P ’19, ’22 Director of Stewardship and Special Projects

Stephen A. Bonnie OPC ’66 Administrative Assistant to Capital Campaign

28

Shannon Makhija P ’21, ’25

Nicole Martz P ’22, ’24 Director of Alumni Relations

Christopher Rahill OPC ’99

and Chief Development Officer

Assistant Director of Annual Giving

Jennifer Cubbin P ’17, ’20, ’27

Emma Rowan

Director of Leadership and Annual Giving

Gift Recorder

Tiffani Harris

Blanca Womack P ’20

William Penn Charter School

2016-17 Annual Report of Gifts

Overseers

David Evans OPC ’59

Larry L. Turner P ’19, ’22

John A. Affleck OPC ’64, P ’98, ’02

Jane F. Evans Hon. 1689, P ’93, ’95, ’98

F. John White OPC ’65, P ’90, ’96, ’99

Christine B. Angelakis P ’11, ’13, ’18

Amy E. Gadsden P ’23, ’27

Caesar D. Williams Jr. OPC ’80, P ’15

Richard A. Balderston OPC ’69,

Karen S. Hallowell

P ’02, ’05

Mark D. Hecker OPC ’99

Senior Overseers

George C. Corson OPC ’52, P ’83

Anne M. Caramanico Hon. 1689, P ’07

Teresa A. Nance

Nelson J. Luria OPC ’59

William B. Carr Jr. OPC ’69

Jeffrey A. Reinhold P ’12

Grace Sharples Cooke P ’08, ’11

Benjamin E. Robinson III OPC ’82

William F. MacDonald Jr. OPC ’62, P ’05

George Eastburn P ’94

Robert L. Rosania OPC ’82, P ’22, ’23

Edward Zubrow Hon. 1689

Ilana H. Eisenstein OPC ’95

W. Scott Simon OPC ’78

KEY OPC Hon. 1689 P *

Old Penn Charter Member of the Honorary Class of 1689 Parent deceased

2016-17 Annual Report of Gifts

William Penn Charter School

29

Meaningful Gifts The gifts described in this publication have meaning for the people who benefit from them and for the people who make them.

We have chosen to highlight several gifts, some large, some smaller, each shaped by a donor to reflect his or her individual experiences and beliefs.

The impact of the gifts is clear: They strengthen our school. They contribute to the excellence, innovation and collaboration that are central to the experience of Penn Charter students and teachers – and they advance our Strategic Vision for the Future of William Penn Charter School. Approved by Overseers in 2012, the Strategic Vision is organized around six goals, each supported by a set of strategies.

Goal 1: Quakerism Goal 2: PROGRAM Goal 3: Teaching Goal 4: Time Goal 5: Space Goal 6: Financial Sustainability

Nonprofit Org. U.S. Postage

PAID Philadelphia, PA Permit No. 6118 3000 West School House Lane Philadelphia, Pennsylvania 19144

Artwork by Dana Galo OPC ‘17.