BERKELEY HALL SCHOOL
we are grateful 2015-16 REPORT OF GIVING
BERKELEY HALL SCHOOL
we are grateful
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 capabilities 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.
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 set high standards and 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 purpose, meaning, and accomplishment. Indeed, Berkeley Hall
2015-16
REPORT OF GIVING
what guides us We are guided by our unswerving commitment to our mission:
To empower children to fulfill their unlimited, God-given potential as fearless scholars and conscientious citizens.
Table of CONTENTS
teachers empower their students to be active, perceptive thinkers, whose love of learning and determination to be a positive difference makers 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 established 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.
BHS Background & Mission................................................IFC Message from the Head of School.......................................02 Our Board of Trustees ..........................................................04 Message from the Board Chair.............................................05 BHS Strategic Plan Highlights...............................................06 Congratulations to the Class of 2016...................................12 Financial Summary................................................................14 Annual Giving Summary .......................................................17 Annual Giving Leadership....................................................19 Volunteerism at BHS & Volunteer Spotlights .......................22 Profile in Giving: Tocaloma Summer Day Camp................. 24 Profile in Giving: Mrs. Fern Roberts ....................................26 Ways to Give........................................................................28 BHS Alumni Connect......................................................... IBC
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BERKELEY HALL SCHOOL
we are grateful
ME SS A GE FR O M TH E
Head of School
D
ear Parents, Alumni, Friends, and Supporters of Berkeley Hall,
As I reflect on all that has transpired at Berkeley Hall since the publication of last year’s Report of Giving, I am humbled and grateful for the progress we have made and the accomplishments we have achieved. Put simply, we have done much good together over the past school year. Academic program enrichments, faculty development initiatives, and campus renovations that were then in their infancy are thriving today, largely thanks to donors and supporters who stepped up to make it possible for us to invest and expand in these critically important areas. This 2015-16 Report of Giving is a recognition of all those who have generously given of their time, talent, energy, and resources to advance the mission and cause of Berkeley Hall School during the past fiscal year. We know that the school could not move forward without you. So, on behalf of the faculty and staff of the school, thank you to all who have supported Berkeley Hall in ways that have enabled it to flourish. As I mentioned in my message in last year’s report, our school community’s commitment to philanthropy and volunteerism has been indispensable to the success and growth of Berkeley Hall from the outset. And that is certainly the case today. The support of the donors and volunteers listed in this report has enhanced and strengthened our ability to achieve our mission in present times and in the years to come. Your support enables our committed faculty and staff to maintain a student-centered learning environment that is keenly focused on
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helping every one of our students to fulfill his or her unlimited Godgiven potential as a fearless scholar and conscientious citizen. Just as I am grateful to all those whose names and work and gifts are reflected in this report, I am grateful to our students and teachers for the joy, determination, and commitment they bring to the hard work of learning, discovering, growing, leading, and collaborating. It is an honor and a privilege to be part of this wonderful learning community. I look forward to strengthening our partnership and advancing Berkeley Hall School to new heights and ever greater levels of excellence, service, and accomplishment. Sincerely,
Lisle Staley, PhD. Head of School
2015-16
REPORT OF GIVING
Thank you to all who have supported Berkeley Hall School in ways that enable it to flourish.
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BHS BOARD OF TRUSTEES Margaret Andrews, Chair Rick Larson, Vice Chair Bettina Duval Lisa Garner Darrin Kennedy Ron Krisel, Treasurer Chris Lindgren, Secretary Ruth Loeb Randy McElvain
FRONT ROW L-R: Dr. Lisle Staley, Ex Officio, Margaret Andrews, Chair, Rick Peters, Ex Officio,
BHS ADMINISTRATIVE COUNCIL Lisle Staley, Head of School Rick Peters, Chief Operating Officer
MIDDLE ROW L-R: Darrin Kennedy, Ron Krisel, Ruth Loeb, Lisa Garner
Sarah Colmaire, Dean of Academics
BACK ROW L-R: Rick Larson, Vice Chair, Chris Lindgren, Randy McElvain
Rick Fields, Director of Advancement
Melanie Duffy, Dean of Students Nathalie Miller, Director of Admissions
Trustee not included in photo: Bettina Duval
Board of TRUSTEES 04
Berkeley Hall is a premier 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 for advancing and fulfilling the school’s mission. The primary responsibility of the Board of Trustees is to provide policy oversight that will enable Berkeley Hall to continue as a leading N - 8 independent school in the Los Angeles area and beyond. In that capacity, Berkeley Hall trustees serve as fiduciaries to protect the financial, physical, and other assets of the school, balancing the needs of current and future generations of Berkeley Hall constituents. Trustees
have a responsibility to ensure that long-range planning is integrated into the Board, Committee, and operational management processes. To perpetuate strong leadership of the school, trustees are responsible for selecting the Head of School; for providing advice on issues, operations, and staffing as required by the Head of School; and for providing support for the Head of School’s efforts to lead Berkeley Hall and implement policies adopted by the Board. Berkeley Hall trustees are a highly accomplished, experienced, dedicated, and passionate group of people who share an uncommon loyalty for, and commitment to, Berkeley Hall and its status as one of the best schools of its kind in the United States.
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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 2015 – 16 school year. Contributions to Berkeley Hall come in many forms, including cash, checks, stocks and bonds, myriad auction items for our fundraising gala, time, energy, ideas, and creativity. These contributions come from a wide variety of sources across the BHS community. We deeply appreciate the support, financial and otherwise, that they provide. In terms of financial contributions, I am happy to report that supporters of Berkeley Hall donated $1,042,290 last year, which is a record high yearly total for the school, excluding capital campaigns. Over 90% of current BHS families contributed to 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 over the course of the school year. A special thank you is owed to our Mothers’ and Dads’ Clubs for the many activities that provided financial contributions and, even more, opportunities for involvement in the Berkeley Hall community. Berkeley Hall clearly is on the move. I trust that you will join me in supporting the school’s ongoing process as it continues to follow
a thoughtful plan for enhancing its already impressive educational program, faculty, and facilities. The financial resources you and your fellow donors provide enable Berkeley Hall to grow, innovate, and strengthen its academics, learning environment, student experience, and community. We are all fortunate to be part of the Berkeley Hall family, but our students 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 an ever-greater partnership with our parents, alumni, friends, and supporters, I am confident that future generations of students at Berkeley Hall will be equally blessed. With gratitude,
Margaret Andrews Board Chair
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BERKELEY HALL SCHOOL
we are grateful
the mission To empower children to fulfill their unlimited God-given potential as fearless scholars and conscientious citizens.
philosophy BE R K EL EY HA L L 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.
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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.
2015-16
Goals
F O R S TU DE NT LEARNING • 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.
REPORT OF GIVING
• Participate in opportunities for cooperation and leadership. • Apply technology to gather, organize, process, and communicate information for research and creative expression. • Develop study skills and learn to manage time, materials, and tasks. • Appreciate our country, its traditions, its cultural diversity, and the democratic process. • Recognize 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 F O R INDE P E NDENT SCH OOLS
(Provided by the National Association of Independent Schools) • F inancial Sustainability: becoming more efficient and less costly. • E nvironmental Sustainability: incorporating sustainability practices into teaching and practice; becoming greener and less wasteful. • G lobal 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 schoolage population and less unapproachable financially and socially. 07
BERKELEY HALL SCHOOL
we are grateful
BERK E L E Y H ALL SCH O O L
Strategic Plan 2013 – 2018 I. LEARNING:
II. ENROLLMENT:
PROFESSIONAL DEVELOPMENT AND ASSESSMENT, LEARNING STANDARDS, CURRICULUM, AND STUDENT ASSESSMENTS
QUALITY AND QUANTITY OF APPLICANT CANDIDATES; RETENTION/ATTRITION OF MISSION APPROPRIATE FAMILIES/STUDENTS; ALIGNMENT OF ENROLLMENT WITH STRATEGIC PLAN
GOAL A GOAL A
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.
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I ncrease enrollment of mission appropriate families/students.
GOAL B
Increase retention of mission appropriate families/students.
GOAL C
Strengthen existing, and develop new, partnerships with feeder and receiving schools.
2015-16
REPORT OF GIVING
III. COMMUNITY: OUTREACH, SUPPORT, AND MANAGEMENT OF BHS RELATIONSHIPS
GOAL A
Develop strategic marketing plan that clearly positions 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.
GOAL B
Expand, foster, and strengthen mutually beneficial and supportive relationships with past, current, and prospective Berkeley Hall School donors, benefactors, and supporters.
GOAL C
ACCOUNTABILITY Engage, leverage, and strengthen BHS alumni relationships.
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.
Leadership and Reporting Structure I. LEARNING Board of Trustees Margaret Andrews Ruth Loeb BHS Administration Lisle Staley Sarah Colmaire BHS Agent Teacher Group Leads 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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BERKELEY HALL SCHOOL
we are grateful
20 1 5 – 2 0 1 6
FACULTY & STAFF Carolyn Good Eva Cooper Eric Andrade
Owen Loose
Philip Small
THE FOLLOWING
Katherine Guyer Mindy Cowen Stephanie Bauer
Daphne Lunge
Lisle Staley
INDIVIDUALS HAVE JOINED
Jacqueline (Jacque) Sandy Cowen Brittany Barnett
Gabriel (Gabe) McManus
Susan Stodden
THE FACULTY OR STAFF FOR
Hammar Edna Craft Richard Biggs
Lindsay McManus
Nancy Sutton
THE 2016-17 SCHOOL YEAR.
Laura Harris Omi Crawford Nina Bowker
Brittany McNamara
Sara Swallow
David Herzer Cyd Crickard Sherrell Bortman
Nathalie Miller
Tracey Swiderski
Madeline Hardy
Lynn Holmgren Barbara DeNisi Ashley Brown
Robert (Rob) Miller
Pamela Tartaglia
Reesa Jones
Marialuisa Horrell Melanie Duffy Woody Brown
Justin Myers
Lisa Taylor
Elissa Matheny
Tommi Johnson Ryan Duffy Sanjay Chandani
Kelly Neale
Amanda Thorndike
Chelsea Rousselot
Melissa Kelly Rick Fields Tracy Cheney
Lorena Olguin-Lucas
Elisabeth Wagner
Marina Schaberg
Victoria Finch William Cheney
Lisa Lewis
Kirsta Paul
Ashley Waterson
Geoffrey Fontaine Sarah Colmaire
Mark Lignier
Richard (Rick) Peters
Margaret Yeoman
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Drew Van Vleck
2015-16
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 participate in a variety of professional conferences, workshops, seminars, and symposiums to strengthen and deepen our impact as educators and/ or administrators. Contributions to the BHS Annual Giving campaign help to provide funding for such professional development at Berkeley Hall School. We are happy and grateful to report that during the 2015-16 school year, our teachers, administrators, and staff participated in the following professional development initiatives.
American Orff-Schulwerk Association Music Educators Training Conference Association of Independent School Professional Administrators Conference Blackbaud Software Technology User Conference California Association of Independent Schools Trustees / Heads Conference California Association of Independent Schools Business Officers Association Annual Meeting California All State Music Education Conference Charlotte S. Huck Children’s Festival Children’s Literature Conference Council for Advancement and Support of Education: Alumni Outreach and Community Relations Strategies Conference Digital Media and Learning Conference Follet Destiny Library Management Conference and Workshop Independent School Alliance Workshop MUSE Seed-to-Table Fellowship National Science Teachers Association Conference Singapore Math Source Consulting and Professional Development Workshop Staff Development for Educators (SDE) Conference Teachers’ College Reading and Writing Program Units of Study Workshop Teachers’ College Reading and Writing Program Summer Institute in Reading and Writing Workshops
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BERKELEY HALL SCHOOL
we are grateful
Congratulations to
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THE CLASS OF 2016
2015-16
REPORT OF GIVING
T
he financial support provided to Berkeley Hall by its donors enables our teachers and administrators to provide our students with an outstanding high school preparatory education that will help them reach their potential in high school and beyond. And the admissions officers at the high schools in which Berkeley Hall alumni apply and enroll clearly recognize our graduates as fearless scholars and conscientious citizens. They recognize BHS students as young people who know themselves and know what they want to contribute to their school communities. They recognize our students as inspired (and inspiring!) learners, strong, poised, self-confident and self-directed leaders, who are academically and socially prepared to contribute greatly to their respective high schools and, later, colleges and universities. In short, 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. All of this is borne out in LA-area high school statistics every year. For the class of 2016, nearly nine-out-of-ten of our graduates got into their top-choice school. That is a huge accomplishment, and speaks volumes about Berkeley Hall’s stature and reputation throughout the Los Angeles area.
The Berkeley Hall School Class of 2016: HIGH SCHOOL ACCEPTANCE LIST The Buckley School Immaculate Heart High School
Pacifica Christian School
BOARDING SCHOOLS
Campbell Hall School LACHSA – Los Angeles County
Polytechnic School
Cate School
Chadwick School High School for the Arts
Providence High School
Phillips Academy Andover
Crespi Carmelite High School Loyola High School
St. John Bosco High School
Phillips Exeter Academy
De Toledo High School
Louisville High School
St. Monica High School
St. Paul’s Academy
(formerly New Community
Marymount High School
Sierra Canyon School
The Thatcher School
Jewish High School)
MUSE
Viewpoint School
Flintridge Prep School
Notre Dame Academy
Vistamar High School
Harvard–Westlake School
Notre Dame High School
Wildwood School
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BERKELEY HALL SCHOOL
we are grateful
2015-2016
Operating Budget $6,962,414 160,255 171,388 873,250 6,855 64,052
REVENUE
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$8,238,214 100%
$4,452,555 57% 1,093,554 14% 618,072 8% 581,958 7% 468,818 6% 293,956 4% 179,524 2% 175,653 2%
Salaries, Taxes, Benefits Financial Aid Administration/Advancement Plant & Utilities Depreciation & Amortization Curriculum Expenses Technology Other (Interest, Taxes, Miscellaneous)
$7,864,090
TOTAL EXPENDITURES
100%
84% 2% 2% 11% 0% 1%
Tuition Rental Income Special Events Income Other Contributions Investments Other Income
TOTAL REVENUE
EXPENDITURES
2015-16
REPORT OF GIVING
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BERKELEY HALL SCHOOL
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we are grateful
2015-16
REPORT OF GIVING
2015 – 2016
Donation Summary TOTAL
DONORS Parents
Trustees
Alumni
Unrestricted
$404,050
$126,378
$277,672
$62,845
$33,400
$29,445
$28,545
$7,335
$21,210
Temp. Restricted
Parents of Alumni
$76,270
$17,335
$58,935
Grandparents
$46,100
$6,300
$39,800
$5,480
$3,129
$3,786
$9,968
Faculty and Staff
Friends/Former Fac/Staff Bequests
$8,609
$13,754
$203,179
$0
$203,179
Corporations and Foundations
$207,840
$0
$207,840
$1,042,290
$200,014
$842,276
TOTAL GIFTS RECEIVED
BHS COMMUNITY PARTICIPATION (includes faculty, staff, trustees, and parents)
284 NUMBER OF DONORS
NUMBER OF DONATIONS 17
BERKELEY HALL SCHOOL
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we are grateful
2015-16
DONOR ROLL
Giving by LEVELS These donor level listings recognize cumulative totals for donations to Berkeley Hall School. As with all our efforts to recognize and thank BHS supporters, we have made every attempt to ensure the accuracy of our information. If your records differ from ours, please contact Rick Fields in the Advancement Office at (310) 476-6421, x203, or at rfields@berkeleyhall.org, so that we may update our information. Thank you.
CONTRIBUTIONS OF $50,000 or more Anonymous Estate of Camille Williams Burt Effie J. Sherwood Association Harriet Pesante Estate of Gertrude and Charles Walker
CONTRIBUTIONS OF $20,000 to $49,999 Margaret and Melvin Andrews Shainaz Donnelly Burg and Mark Burg Crystal Springs Foundation Ruth Loeb Natalia and Emil Lotyanu The Uhlmann Foundation, Inc. Charles Uhlmann
CONTRIBUTIONS OF $10,000 to $19,999 Paloma Jimenez and Vincent Diesel Stacee Beauchamp and Mark Domeyer
Masayo and Hiroki Kuroda Sofia Fregoso and Antonio Leano Sarah Siegel Magness and Gary Magness Mary and Harry Maxon Oksana Smolik and Edward Ogai Maritell and Richard Peters* Fern Roberts Shabana and Anand Shah Megan Silverman Lisle Staley Stigler and James Stigler Patricia and Harry Suh The Sirpuhe & John Conte Foundation Jennifer Johnson and Jeff Timon Mira and Deepak Vasandani Wei and Hong Xu
REPORT OF GIVING
CONTRIBUTIONS OF $2,000 to $4,999 Viktoria and Sambiz Amini Bank of America Eva Fons and Jose Baraja Tyler Kelly and Jay Belciano Cameron and Charles Benson* Pamela and Mathew Celenza Inga and Vladimir Chertok Chicago Junior School Foundation Greta Stewart-Cohn and David Cohn Anna and Philip Cyburt Jade and Tomer DeVito Nicole and Kenneth Edmonds Jill and Donald Evans
Leora and Daniel Garner Catherine Haggett and Kenny Hill David Houck Zully and Jerry Pacheco Jamie and Stephen Trewhitt* May Ling and Thomas Yu
CONTRIBUTIONS OF $5,000 to $9,999 Anonymous Vanessa Kiss and David Brady Kim and Marc Butan Shanta Yocum and John Cermak Dagmar Dolby Bettina and Glenn Duval Karlene Garber Beth and Gary Garland Gary D. Magness Family Foundation Dawn and David Gupta Cynthia Watts and Andrew Jen Jodie and Darrin Kennedy* Felicia and Kenfield Kennedy* Nancy and Ron Krisel*
* BHS Alumni
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BERKELEY HALL SCHOOL
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CONTRIBUTIONS UNDER $2,000
Kiyomi and Keith Fisher Yvonne and Stephen Fossati Natasha and Anton Gadalov Kimberly Hart Martha and Ross Jennings* Maribelle and Hoon Kim Krislyn and Dimitri Komarov Michael Krupin Jill and A. Richard Larson*
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Tomoko and Takuya Morimoto Abim and Deji Ojo Wynne and Mark PĂŠcheck Estate of Albert and Jeanne Pezzuto Robinson Foundation Nancy and Brad Rosenberg Tatiana and Edward Rozenberg Deborah Simmons Jennifer and Jason Spreitzer
Lisa Taylor and Julian Gonzalez Unum Madeleine and Sian Wang Clayanna Warthen Wells Fargo Foundation
Sapna and Bhuvy Abrol Kathryn Adams Aimee and Jason Alejandre Margia and Luis Felipe Alvarez Betty Ames Ben Anderson Eric Andrade Price Arana Grace Arciniegas Leena Arora Laurel and Richard Asher* Deirdre Babcock Ashley and Robert Baer Jenny and Jonathan Baker Gaudie Banister Brittany and Peter Barnett Celia and Andres Barrera Dianne and Craig Barrows Stephanie Bauer Laura and Michael Beaudry Yulia and Arthur Benjamin Elisabeth Wagner and Myles Berkowitz Mary and Jason Blount Sherrell Bortman Heidi and Julian Bradley Beverly Brauer Sasha and Brad Brauer Bethany and Christopher Brix* Ashley Brown* Robin and David Burger Melissa Burns* Erica Moore-Burton and Chappale Burton Estate of Evelyne Byrom Wendy and Tom Byron C.S. Association of the Pupils of Frances Elmina Brown Geraldine Caldwell Cynthia and Richard Carl* Veena and Sanjay Chandani
2015-16
James Chapman Jim Charlston Tracy and William Cheney Sarah Colmaire* Eva and Oliver Cooper Mindy and Thomas Cowen* Edna Craft Karen and Randal Craft* Richard Crandell* Cydney Crickard Carla Gonzalez and Antonio Cue Carol White Cuniberti and Roberto Cuniberti Katrin and James Dardashti Nancy Davis* Hayden Day* Nilou and Folco De Luca Gabrielli Barbara and Nicholas DeNisi Kimberly and Tony DiDio* Faith and Richard Donavin Stephen Donnelly Joel Downs* Melanie and Ryan Duffy Allyson and Brian Eagan Sheira Rees-Davies and Christopher Eddy Brooks Ellwood* Christopher English Shireen and Shahrokh Farahmand Richard Fields Victoria and Kevin Finch Becky Riley Fisher and Michael Fisher Anna Chasovskaya and Dmitry Fitisov Linda and Geoffrey Fontaine Judy and Peter Forrest* Forty-Third Church of Christ Scientist, Los Angeles Liwei and Qiang Gao Lisa Garner* Luana and Colin Giffen Maxine Goldenson
Christine and Scott Goldman Carolyn and Paul Good Ronnie and Rocky Gor Gordon & Rees Greater Kansas City Community Foundation Varuna and Rahul Grover Katherine Spira and Kirk Hallam Laurie and Matt Haller Jacque and Scott Hammar* Gay and James Hanlon Preeti and John Haqq Laura Harris Dia and Josh Hayes Debra Haynie Patti and Kevin Hearst Lynn Holmgren and David Herzer Bonnie and De Forrest Home, Jr.* Marialuisa and William Horrell* Sharon and Joseph Howard Anne and Ronald Hughes Anya and John Hulett Noriko and Norio Iwahori Carol Jackson* Neha and Sonal Jain Shalini and Vineendra Jain Charissa and Yousef Jalali Eric Johnson Mirella and Dennis Jolicoeur Just Give Sophia Kan and Xiabo Long Sheila and Guy Kelly Rebecca and Robert Kirsch Caroline Kuhn Jill Kuhn* Erin and Casey La Scala Kerri and Richard Lauter Rebecca and Dennis LeVine Lisa Lewis Alison and Chris Lindgren
Owen Loose Lorena Olguin-Lucas and Russell Lucas Assoc. of Elizabeth Luerssen, C.S.B. Sabrina Lux and Alan Kandel Michele MacCracken Cynthia MacMullin Pauline and Kevin Martin Pilar and Vafa Mashhoud Helen Mason Danica and John Matthew Anita and Karim Mawji Lindsay and Gabriel McManus* Microsoft Matching Gifts Program Nathalie and C. Scott Miller Kimberly and Arvind Mishra Elvimar Silva and Esai Morales Dorothy and Dana Murton Justin Myers Maryam and Reza Nazemi Kelly Neale Julie Nelson and David Yaccino* Wendi Niad-Stearns Patti and David Ogden Jenny O’Haver Lorena Olguin-Lucas and Russell Lucas Krisann Pappajohn Kirsta Paul Frances Pedley Harriett Porch Marni and Bennett Pozil Leanne and Doug Raub James Raynesford Hayley and Robert Rey Niki and Rudy Rezzadeh Erika Riquelme and Todd Robin Lindsay and Kevin Rock* Sherry and Sherwin Root Jennifer and Steven Rosenbaum Pamela Sheyne and Nigel Rush
REPORT OF GIVING
Sandra Rygel Sarine and Steven Sahatjian Mika Sakvarelidze Annabelle Sbarbatti Sharon and Gerald Seger Anne and Kurt Shintaku Elizabeth Carney and Greg Siegel Linda Silvey* Nina and Philip Small Susan Stodden Stephen Stone Chiara Santagostino and Dean Sussman Nancy Sutton Sara Swallow Michelle Harrington and Steven Sweat Tracey and Isaac Swiderski Kinga and Janos Szani Target Pamela and Louis Tartaglia* Verlee and Steven Terwilliger Amanda and Daniel Thorndike Jennifer Johnson and Jeff Timon Barbara Topkis Chrystal and Joe Torry Karen and Michael Towner Julie and Greg Vayberman Elisa and Enrique Vera Gloria Vera Daniele O’Loughlin and Pablo Vilas Gabriela Vazquez and John Vohlers Petra and Robert Walters Ashley and Mark Waterson Shannon and Matthew Westmore* Heather and Michael White Sherie Jan and Jimmy Wu Jane Yang and Leonard Gordon Margaret Yeoman Carin Madden and Perry Yick
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BERKELEY HALL SCHOOL
we are grateful
Volunteer SPOTLIGHTS 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.
2015-16 Annual Fund co-chairs Cameron and Charles Benson
Annual Fund Thank you to Cameron and Charles Benson who, for a second consecutive year, co-chaired the BHS 2015-16 Annual Fund campaign. The exceptional results of this all-important campaign were due in large part to their steadfast commitment and effort.
2016 Gala Auction co-chairs Pilar Mashhoud and Shireen Farahmand
Together We Shine Gala
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Thank you to Pilar Mashhoud and Shireen Farahmand who, for four years, have co-chaired our annual Gala fundraising dinner and auction. These dedicated parent volunteers, and the many others who served on the Gala planning committee, worked tirelessly to produce and deliver an enjoyable, memorable, and successful soiree for the entire BHS community.
2015-16
REPORT OF GIVING
BHS Family Festival
BHS Party Book
Left to Right: Co-chairs Susan Conte, Kim Hart, Shainaz Donnelly-Burg Not Pictured: Mark Laisure
Thank you to Shainaz Donnelly Burg and all those who hosted a community-building fundraiser that offered a great way to connect with other BHS families with shared interests … and which provided a fun, interactive, and meaningful way to support Berkeley Hall philanthropically!
Mothers’ Club Board
Dads’ Club Board
Left to Right: Kim Didio, Tyler Kelly, Maryam Nazemi President: Tyler Kelly Vice President: Maryam Nazemi Treasurer: Kim DiDio
Left to Right: Michael Beaudry, Casey LaScala President: Michael Beaudry Vice President: Casey LaScala
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BERKELEY HALL SCHOOL
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we are grateful
2015-16
REPORT OF GIVING
PROFILE IN GIVING
Our Rich Partnership with Tocaloma Summer Day Camp BY C A ROLINE KUH N, B ERK EL EY H AL L SCH O O L PR ESI D EN T EMER I TA
“H
ave you ever thought about building a swimming pool?” asked Mike Suzuki, the first time he met Caroline Kuhn, then President of the Berkeley Hall School Board of Trustees, way back in 1999. Caroline’s response was a polite “yes, and we already have the pad prepared, but we just haven’t had the funds available to build a swimming pool.” After thinking silently for a few moments, Mike replied, “well, maybe we can help make it happen.” Little did Caroline know then, but this brief conversation was the beginning of an extremely meaningful, mutually beneficial, and enduring partnership between Tocaloma and Berkeley Hall School. After the BHS Board of Trustees analyzed and reviewed the possibilities and met with Mr. Suzuki, the project was given the proverbial green light and a lengthy construction process began. A formal contract between Berkeley Hall and Tocaloma was created and signed, a pool contractor was selected, a local architect, Gil Stayner, who was a BHS parent at the time, contributed designs and expertise for the pool house changing facility and patio area, and the overall design for the swimming pool complex was approved. But the greatest task of all was for Mike Suzuki to convince his bank to lend him the money to build a swimming pool on land he did not own! Part of the agreement reached between the School and the Camp was to allow Tocaloma to bring its youngest campers to Berkeley Hall. At that time, Tocaloma’s summer day camp program was based at Curtis School. Soon after entering into its formal agreement with Berkeley Hall, Tocaloma began shifting its camp to the BHS campus. Within a few years, its entire camp program was based at Berkeley Hall.
Why was Berkeley Hall such a natural fit with Tocaloma … and vice versa? The answer lies in the vision, dedication, and underlying values of the two organizations. Both organizations were founded on the basis of character building, on fostering the best ideals, and on striving for excellence in education – and on encouraging its students and campers to make a positive difference in the world around them. Indeed, in many ways the Tocaloma camp program serves as a summertime extension of Berkeley Hall’s academic program. Today, throughout the summer, nearly 400 youngsters from the ages of four to twelve are on our campus, learning, playing, growing, experiencing the joys of community, and enjoying our varied and wonderful campus and facilities. This story – this partnership – began over 18 years ago. Over the years, Tocaloma has worked with Berkeley Hall to enhance and strengthen the learning (and playing!) environment of our beautiful campus and classrooms. In addition to contributing the swimming pool complex, it has supported and funded many other campus improvements. In the 2015-16 school year alone, Tocaloma was the lead financial supporter of the new guardhouse on campus, and, even more, provided the funding needed to renovate our handsome new Primary and Early Childhood Department playgrounds. Indeed, the Camp was the single biggest donor to Berkeley Hall School in the past fiscal year, one of several instances over the years in which that has been the case. This deeply rooted and mutually supportive partnership has benefited both organizations beyond measure. We thank and commemorate Tocaloma’s leadership, Mr. Mike Suzuki, counselors, and staffers for their substantial and unwavering support of Berkeley Hall, and we look forward to many more years of working together!
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BERKELEY HALL SCHOOL
we are grateful
PROFILE IN GIVING
Mrs. Fern Roberts
F
ern Roberts is best defined by her unwavering commitment to the Berkeley Hall School idea in education. Fern’s entry into her adventure with Berkeley Hall began when she enrolled her young son Kevin in the 60’s on the Beverly Hills campus. Her enthusiasm for the school was quickly evident as she became involved in the Mothers’ Club and its many activities. That involvement increased until she ultimately served as Mothers’ Club President. Her earlier professional career as a model and work in the fashion industry even benefited Berkeley Hall as she narrated and “emceed” the Fashion Shows for the Junior High girls’ modeling of their own creations made in the Home Economics classes. Whatever Fern did was always accomplished with elegance, grace, flair and enthusiasm. Fern’s commitment naturally expanded in her active role as a Trustee of Berkeley Hall on the Mulholland campus for 15 years, where she served on the Finance and Development committees. Ideas flowed from her in Development Department meetings where she shared thoughts for the School’s philanthropic outreach efforts based on “best practices” she was seeing at work in the community. Fern simply loved to share Berkeley Hall, and she found ways to invite friends, who usually had no prior connection with the school, to special events. She encouraged them to join her in financially supporting the school through annual gifts or participation in Capital Campaigns. Fern herself led the way and inspired others to see the value in supporting excellence in education for the next generations. You could always count on her presence at special school events, from serving
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at the honored spot at the Tea table at the Graduation Teas, to graduations, awards assemblies, galas, country fairs, and on and on. Most of all, years ago Fern made a commitment to participating in Berkeley Hall’s annual giving campaigns through recurring monthly donations from her personal checking account. (She even arranged to have the monthly amount donated automatically increased each year to keep up with inflation!) Fern has maintained that monthly donation commitment through all the intervening years, through thick and thin, despite whatever other financial challenges or circumstances arose along the way. Although her donations were modest at the beginning, her unwavering and ongoing commitment to participating in the School’s annual fundraising campaigns has resulted in a cumulative impact and contribution that truly has made an incredible difference to Berkeley Hall, its students, and families over the years. You see, Fern’s generosity and support of the School, demonstrated continuously over the years, has made her one of the top donors to Berkeley Hall overall over the past four decades. Her commitment continues to this day, as her continuing financial contributions underscore her love for Berkeley Hall and everything that it stands for. With abiding appreciation and gratitude, we thank and honor Mrs. Fern Roberts!
2015-16
REPORT OF GIVING
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BERKELEY HALL SCHOOL
we are grateful
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, or of any other related type of investment, contact Rick Fields, Director of Advancement at (310) 476-6421, x203. In whichever ways you choose to give, please know that Berkeley Hall deeply appreciates your consideration, partnership, and financial support.
thankyou!
2015-16
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.
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.
(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.
Berkeley Hall has its own YouTube channel! Check it out for the latest school videos at www.youtube.com/ user/bhs1911.
Scan through our archival photos from 2006 on at shutterfly.com/pvo/BHS/photos1415 (insert the school year here – after the word “photos”).
BERKELEY HALL ALUMNI DIRECTORY
We’re building an Alumni Directory. Those of you who have logins, please feel free to sign in to www.berkeleyhall.org and update the contact information in your profile. Those of you who graduated prior to 2008, please email alumni@ berkeleyhall.org and request a login. We’d like to include all our alumni in an Alumni Directory so we can all keep in touch!
WE’D LOVE TO HEAR FROM YOU!
Please contact the BHS Director of Alumni Relations with any questions or comments: Sara Swallow (310) 476-6421, x206 or sswallow@berkeleyhall.org
REPORT OF GIVING
Acknowledgements BHS DEVELOPMENT OFFICE Rick Fields Director of Advancement Sara Swallow Director of Parent and Alumni Relations Elisabeth Wagner Community Outreach and Development Manager
PHOTO CREDITS Lisa Taylor Director of Communications Marina Schaberg Communications Department Assistant Stephanie Bauer Marketing Support Specialist
DESIGN AND PRODUCTION Bacio Design & Marketing, Inc.