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Endowment Report
ENDOWMENT FUNDS - JUNE 30, 2021
MARKET VALUE 6.30.20 TOTAL RECEIVED THIS YEAR EST. MARKET VALUE 6.30.21
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ENDOWMENT FOR SCHOLARSHIP
The William C. Alden Scholarship Fund The Alumni Scholarship Fund The Arms Family Scholarship Fund The Barker Family Scholarship Fund
$45,792 $58,102 $1,035,464 $152,150 The Theodore H. Barth Foundation Scholarship Fund $26,617
$49,396 $62,674 $1,116,953 $164,124 $28,712 The Thomas Bishop Scholarship Fund $248,881 $268,467 The Gwendolyn S. Bleakley Family Scholarship Fund $405,129 $25,000 $463,979 The Braitmayer Scholarship Fund $192,966 $208,152 The James, Margaret and Chris ’72 Brennan Scholarship Fund $109,227 $900 $118,793 The Tyler Brown ’02 Memorial Fund $116,097 $21,917 $148,876 The Browning Family Scholarship Fund $1,105,016 $1,191,978 The Ernest C. Clark III ’63 Scholarship Fund $228,537 $246,522 The Classes of ’26, ’27 & ’28 Scholarship Fund $264,829 $285,671 The Classes of '45 & '46 Scholarship Fund $79,938 $86,229 The Class of ’52 Scholarship Fund $57,608 $62,142 The Roger and Parker Converse Scholarship Fund $62,221 $67,118 The Charles Coolidge Scholarship Fund $101,885 $109,903 The Warner B. Cornwall ’39 Scholarship Fund $450,547 $486,004 The George M. Crawford ’57 Memorial Scholarship Fund $27,404 $29,561 The James and Katrina Saltonstall Currier ’87 Scholarship Fund $37,268 $25,000 $67,168 The Fred Harris Daniels Foundation Scholarship Fund $21,140 $22,804 The Harry J. Decas ’82 Memorial Scholarship Fund $459,492 $7,000 $503,204 The Edward G. Detmer Scholarship Fund $131,375 $5,000 $147,107 The DiVosta Scholarship Fund $133,613 $144,128 The Doubleday Scholarship Fund $94,212 $101,626 The Dows Scholarship Fund $71,449 $77,071 The Peter G. DuPuy ’66 Scholarship Fund $111,292 $120,050 The Robert W. Fawcett Memorial Scholarship Fund $51,997 $56,089 The Edward E. Ford Foundation Scholarship Fund $172,933 $186,542 The Lincoln E. Ford ’56 Scholarship Fund $237,852 $256,571 The Tucker A. Francis ’16 Scholarship Fund $139,934 $2,532 $153,678 The Albert Fried Scholarship Fund $556,224 $75,000 $680,900 The George E. Glaeser Endowed Memorial Scholarship Fund $48,852 $7,000 $60,247 The Goll Family Scholarship $30,128 $32,499 The Alan S. Golub ’53 Scholarship Fund $221,012 $238,405 The James D. Gowing Scholarship Fund $21,955 $23,683 The Barbara W. and George H. Hart Jr. ’38 Scholarship Fund $86,806 $93,638 The Charles Hayden Foundation Scholarship Fund $367,994 $396,954 The Andrew David Heitman Scholarship Fund $228,267 $246,231 The Hiller/Clark Scholarship Fund $25,311 $27,303 The Sturtevant Hobbs ’42 Life Sports Scholarship $227,903 $245,839 The Henry Hornblower Scholarship Fund $79,660 $85,929 The John H. Hughes Scholarship Fund $15,710 $16,947 The Lt. Col. William A. Illingworth III, MD ’65 Scholarship Fund $87,262 $8,500 $103,298 The Turner Taber Jenkins Memorial Scholarship $194,810 $90,080 $307,310
ENDOWMENT REPORT
ENDOWMENT FUNDS - JUNE 30, 2021
MARKET VALUE 6.30.20 TOTAL RECEIVED THIS YEAR EST. MARKET VALUE 6.30.21
The Robert D. Kiernan Scholarship Fund The William W. Knight III ’52 Scholarship Fund The Lucien Lavoie Memorial Scholarship Fund The John D. Lawrence Scholarship Fund The Lyndon Paul Lorusso ’73 Scholarship Fund $122,538
$132,181 $24,123 $200 $26,237 $34,866 $37,609
$70,358 $75,895
$310,956
$335,427 The Jules Luchini Scholarship Fund $73,117 $78,871 The John Noel Macy ’75 Memorial Scholarship Fund $53,406 $3,500 $61,384 The John C. Makepeace Memorial Scholarship Fund $538,758 $20,000 $602,731 The Paul L. “Buzz” Masaschi ’55 Scholarship Fund $24,803 $26,755 The Kari McCarthy Memorial Scholarship Fund $43,932 $3,650 $51,327 The Memorial Scholarship Fund $108,908 $117,479 The Miller Family Scholarship Fund $59,690 $5,000 $69,781 The Paul J. Murphy ’75 and Gia M. Partain Family Scholarship $100,527 $559,344 $711,802 The Charles A. Pappas Endowed Scholarship Fund $500,575 $539,969 The Carl & Lily Pforzheimer Foundation Scholarship Fund $306,989 $938 $332,161 The Helen A. and Robert D. Reinhardt ’28 Scholarship $105,392 $113,686 The Schaefer Scholarship Fund $36,349 $1,252 $40,560 The Lt. Col. William Sean Schumaker ’80 Scholarship Fund $68,923 $4,400 $79,093 The Robert and Frank Scully ’44 Endowed Scholarship Fund $240,056 $258,948 The Sedgeman Family Scholarship Fund $57,657 $62,195 The Jack Boyd Smith Jr. ’76 Endowed Scholarship Fund $535,931 $11,000 $589,974 The L. Middlebrook Smith ’34 Scholarship Fund $49,987 $53,920 The Stephen P. ’68 & Gary K. ’76 Sprague Scholarship Fund $112,155 $120,981 The Stevens Foundation Scholarship Fund $71,504 $77,132 The Robert Gregg Stone Scholarship Fund $309,036 $333,357 The Robert V. Sweeney Scholarship Fund $277,039 $900 $299,812 The Elizabeth Taber Scholarship Fund $134,084 $144,636 The James B. Tedesco ’79 Memorial Scholarship Fund $74,324 $7,100 $87,831 The Tiedemann Family Scholarship Fund $852,661 $919,764 The Mary & Edmund Tripp Scholarship Fund $303,819 $327,729 The Tarik Toukan ’98 Memorial Scholarship Fund $48,471 $52,286 The Wallace Foundation Scholarship Fund $150,343 $162,175 The Watts-Meinkoth Family Scholarship $25,582 $100 $27,703 The Webster Scholarship Fund $994,229 $1,072,473 The James W. Wickenden Scholarship Fund $865,772 $500 $934,446 The Louis S. Wolfe ’68 Family Scholarship Fund $286,901 $309,479
TOTAL SCHOLARSHIP ENDOWMENT $16,596,617 $885,813 $18,858,263
ENDOWMENT REPORT
ENDOWMENT FUNDS - JUNE 30, 2021
MARKET VALUE 6.30.20 TOTAL RECEIVED THIS YEAR EST. MARKET VALUE 6.30.21
ENDOWMENT FOR FACULTY AND INSTRUCTION
The Lawrence O. Bidstrup Faculty Summer Sabbatical Fund $29,829 The Birdsall Faculty Fund $123,388
The Braitmayer Faculty Enrichment Fund
$852,619 The Rudolph Weyerhaeuser Driscoll Chair in History $1,386,522 The Winifred P. & Robert E. Eichler Jr. ’32 Fund $139,151
The Faculty Summer Sabbatical Fund
$109,661 The Edward E. Ford Foundation Faculty Benefit Fund $117,760 The Edward E. Ford Foundation Fund for $105,703
Faculty Study and Development The Dr. Lincoln E. Ford ’56 Fund for Biological Sciences $392,097 The Marguerite Peet Foster Fund for Marine Science $105,057 $422,954 $113,325
The Frank Faculty Fund for Excellence in Science $45,479 $5,000 $54,452
The James David Gowing Chair in English The Jim Gowing/Ben Phipps Fund The Clayton Edward Keith Fund $1,356,414
$1,463,161 $61,865 $1,250 $68,082 $81,937 $88,386
The William R. Kenan Jr. Fund $2,545,570 $2,745,901
The Lyndon Paul Lorusso ’73 Faculty Fund The Charles E. Merrill Fund $171,238 $102,043 $184,714 $110,074
The W. Ralph Muth Fund for Marine Sciences The David K. Pierce Chair in Math & Science
$56,946 $503,182
$61,428 $542,781
The Lee Pokoik ’63 Faculty Fund
$245,634 The Gilbert E. & Dorothy Stokes Endowment Fund for Science $66,293 The Gilbert E. Stokes Endowment Fund for Science Technology $224,401 The Marjorie and Stanley Stroud Faculty Summer Sabbatical Fund $52,741 The Tabor Faculty Fund $172,032
The Torch Award for Commitment to Professional $206,771 $264,965 $71,510 $242,061 $56,891 $185,570 $223,044
Growth and Development The Barbara Wickenden Memorial Fund $137,702 $100 $148,647
for Faculty Enrichment The Richard S. & Katharine E. Wickenden Fund $158,385 $170,849
TOTAL FACULTY AND INSTRUCTION ENDOWMENT $9,550,423 $6,350 $10,308,872
ENDOWMENT FOR THE LIBRARY AND THE ARTS
The Cushner Art Fund
$244,148 $10,290 $274,462 The William C. Maxwell Recital Series Fund $68,475 $73,864 The Carl and Lily Pforzheimer Foundation Library Fund $247,044 $938 $267,498 The Stone Library Fund $39,150 $42,231 The Swope Family Library Fund $261,004 $281,545 The Joseph Tomlinson Jr. Fellowship $266,600 $287,581 in the Arts and Letters The Tomlinson Performing Arts Fund $174,529 $188,264 Nancy Wickenden Library Collection $48,206 $500 $52,539
TOTAL LIBRARY & ARTS ENDOWMENT $1,349,156 $11,728 $1,467,983
ENDOWMENT REPORT
ENDOWMENT FUNDS - JUNE 30, 2021
MARKET VALUE 6.30.20 TOTAL RECEIVED THIS YEAR EST. MARKET VALUE 6.30.21
ENDOWMENT FOR ATHLETICS AND THE WATERFRONT
The Aron Family Girls' Crew Fund The Brown Crew Fund The Comfort Competitive Sailing Fund The Fleet Replacement Fund The George E. Glaeser Fund The Griffith Fund
$73,230 $22,653 $34,917 $660,474 $265,324 $69,115
$78,993 $24,435 $37,665 $712,452 $286,205 $74,554 The Integlia Family Lacrosse Fund $26,901 $29,018 The Robert H. Leighton ’60 Memorial Tabor Boy Fund $3,233,337 $8,000 $3,496,424 The Schaefer Wet Lab Fund $280,791 $10,000 $313,676 The James B. & Elizabeth P. Sprague Competitive Sailing Fund $112,130 $120,955 The Sumner J. Waring III ’87 Fund For Athletics $164,059 $25,000 $203,937 The Elinor & Thomas C. Weaver Endowed Tabor Boy Fund $51,014 $55,029 The Sarah & Louis S. Wolfe ’68 Henley Crew Fund $519,801 $560,708
TOTAL ATHLETICS AND WATERFRONT ENDOWMENT $5,513,747 $43,000 $5,994,052
OTHER ENDOWMENT FUNDS
The Laurence F. Brooks ’33 Fund The Class of ’48 Fund The Cum Laude Society Fund The William F. G. Dawson ’45 Award The Pamela Trussell Duggan Memorial Fund The External Studies Fund $132,574 $658,154
$53,762 $57,993
$356,472 $384,526
The George M. French Summer Sailing Scholarship Fund $18,774 The Harple Technology Fund $125,695
The Headmaster's Fund $83,958
$20,251 $135,587 $90,566
The Shattuck Fund for Language Studies The Pauline M. and Bradley E. Steele ’50 Fund The Stanley G. Welsh ’29 Fund The Welsh Family Fund The Wickenden Chapel Fund
$41,049 $110,019 $7,569,968
