2022–2023 Report for Contributors

Page 1

Your Impact,

By the Numbers

REPORT FOR CONTRIBUTORS JULY 1, 2022–JUNE 30, 2023

Arts Fest, which celebrated the artistic achievements of over 300 student artists in visual and performing arts, was made possible in part thanks to your generous philanthropy.

Thank you for supporting our students!

As we deliver to you this year’s Report of Contributors, I am both inspired by, and grateful for, the many ways people in the Lakeside community contribute to the life of our school. When I witness our community working together for the benefit of the whole, and when I experience the positive impact of that collaboration, I appreciate even more the role each person plays to make it all happen.

Our report this year highlights how our donor community, through the Lakeside Fund and other gifts, has come together to help enable all the things that bring life and energy to our campuses. Your support allows students to deepen their academic passions and discover new interests as they work with talented teachers and classmates. Your support helps create opportunities for our kids to enjoy the spirit, performance, and camaraderie of our arts and athletics programs, as they grow with their classmates and represent the school at an exceptional level. Your support makes it possible for us to expand the parameters of the classroom with our Experiential Education and Global Service Learning programs, where our students explore the key values of compassion, selfawareness, generosity, collaboration, and the joy of helping others. Your support encourages our teachers to excel in the classroom and to be lifelong learners in their fields of study. Furthermore, your contribution models how we build community and establish connections—in our school, in the greater Seattle area, and in the world beyond the Pacific Northwest.

These are all essential experiences at Lakeside, and your partnership has been, and will continue to be, an invaluable component of making sure they remain at the heart of what we do.

Gratefully,

1 P: Parent/Guardian, GP: Grandparent | Consecutive giving:  5-9 years;  10-14 years;  15-19 years;  20-29 years; s 30 or more years; L Monthly donors — Loyal Lions
Report for Contributors 2022-2023 Letter from the Head of School

Through the generous support of our donors, 16 students from the Ecological Studies class were able to study the coral reef ecosystem and actively contribute to service initiatives in French Polynesia.

Board of Trustees | Volunteers

Board of Trustees

Artemios (Tim) Panos ’85 P’22 ’24 ’24, Chair

Sean O’Donnell ’90 P’25 ’27, Vice Chair

Carey Crutcher ’77 Smith P’11 ’14, Immediate Past Chair

Bridgette Taylor P’21 ’24, Secretary

Mark Klebanoff ’80 P’10 ’13 ’16, Treasurer

Sarah Barton P’18 ’20 ’20

Michelle Chang ’90 Chen P’26

David de la Fuente P’16 ’23

Lloyd Frink ’83 P’19 ’21 ’25 ’25

Charlotte Guyman P’07 ’09 ’15

Anne Marie Krivens P’17 ’18 ’21 ’23

Michael Nachbar

Eduardo Peñalver P’24 ’26

Nicholas Stevens ’06

Keith Traverse P’23 ’25 ’27

Bert Valdman P’17 ’20 ’26

Brandon Vaughan ’06

David Victor P’05 ’07 ’11

Alumni Board

Nicholas Stevens ’06, President

Nate Benjamin ’07, President-elect

Jay Bensal ’12, Connections Chair

Mark Middaugh ’02, Mission and Governance Chair

Stephanie Saad ’94 Cuthbertson, Activities Chair

Sebastian Alfonso ’19

Mirutse Amssalu ’13

Evelyn Spence ’94 Callahan

Ai-Li Chiong-Martinson ’06

Asha Dean ’98

Joe Hampton ’97

Cara Gray ’03 Helmer

Adam Hinthorne ’14

Paul Johnson ’84

Erin Kenny ’89

Melinda Morbeck ’90 Lewison P’22 ’24

Ric Merrifield ’84

Michelle Perkins ’92

Amy Barker ’01 Pitelka

Kiet Vo ’07

Sean Whitsitt ’05

Dimitri Woods ’09

Geoffrey Wukelic ’14

Leadership Circle Volunteers

Abhishek Dalmia P’23 ’27, Co-Chair

Rachana Mundra P’24, Co-Chair

Jennifer Aviles P’29

EJ Blanchfield P’24 ’25

Kelly Cannon P’23 ’26

Qing Chen P’23

Frank Chivers P’23 ’26

Amy Crichton P’24 ’26

Teri Franklin P’19 ’23

Baochun Jin P’22 ’27

Mariana Keller P’26

Tim Porter P’25

Alice Streidl P’24 ’25 ’26

Katie Hosford ’93 Traverse P’23 ’25 ’27

Anna White P’22 ’24

Chen Zhao P’22 ’25

Alumni Fundraising Volunteers

Bruce Bailey ’59 P’09

Dick Bangert ’67

Cindy Oberto ’97 Burdick P’28

Caroline Daly ’08 Johnson

Mick Deal ’68 P’99 ’02 ’04

Ned Dunn ’70 P’06

Pat Dunn ’65 P’95

Christian Fulghum ’77 P’14 ’16

Richard Hartung ’74

Cam Hazen ’67

Kevin Ke ’09

Vanessa Brewster ’99 Laughlin

Bethany Mito ’96 Lee

Sarah Leung ’94

Joe Min ’12

Michelle Moore ’02 Morrison

Rick Morry ’61

John Patton ’88

Reid Rader ’03

Thom Rose ’97

Autumn Bradley ’93 Roth P’24

Terry Smith ’71

Kallin Spiller ’17

Nicholas Stevens ’06

Mark Stiefel ’76

Lauren Deal ’99 Yelish

Parent and Guardian Lakeside Fund Volunteers

Anne-Marie Amies Oelschlager P’20 ’25

Maki Arakawa ’93 P’29

Lisa Batten P’29

Suzanne Killien ’86 Bladek P’26

Karin Butler P’22 ’23 ’27 ’29

Julie Chandrasekaran P’29

Debbie Conway P’23

Natalie Dearie P’22 ’25

Corinne Drumheller ’88 P’26

Reena Gulati P’26

June Han P’23

Qian Huang P’24

Joel Jacobs P’26

Neeloofar Jenks P’27

Lan Ji P’24

Natasha Smith ’90 Jones P’26 ’28

Jennifer Lane P’26 ’26

Stephanie Li P’24

Yijun Lu P’25

Trish McGonigle P’25

Zipporah Mwicigi P’27

Shelley O’Donnell P’25 ’27

Sam Osborne P’24

Minnie Reichek P’19 ’27

Molly Shearer P’23 ’25 ’27

Adriana Stamenova P’24

Lea Stern P’29

Amanda Thornewell P’23

Eda Topur P’27

Christiane Tsoungui P’25

Fang Tu P’24

Jennifer Valenta P’23

Surabhi Vora P’23 ’27

Sophia Zhou P’21 ’24

Planned Giving Advisory Volunteers

Nate Benjamin ’07

Sarah Bellows ’97 Bowman

Jolene Cox P’11

Jim Flaggert P’22 ’24 ’26

Bill Fleming ’74

Chris Prentice ’86 P’16 ’19

Julie Yee P’21 ’23 ’25

3 P: Parent/Guardian, GP: Grandparent | Consecutive giving:  5-9 years;  10-14 years;  15-19 years;  20-29 years; s 30 or more years; L Monthly donors — Loyal Lions

Financial Review 2022-2023

OPERATING BUDGET $ 40.6 million

Figures are unaudited as of press time. Audited figures will be available in November 2023.

5% Other

ENDOWMENT DISTRIBUTION BY PURPOSE

$9.2 million

ENDOWMENT POLICY: To ensure long-term sustainability, the Board of Trustees follows a spending policy of between 4% and 5% of a 12-quarter, rolling average market value, ending on June 30, 2022. In fiscal year 2022-2023, this amount was $9,203,453. The total endowment on June 30, 2023 was $260,908,131.

of Contributors 2022-2023

for Contributors 2022-2023

4 Report
30%
65% Tuition
Unrestricted 9.5% Financial
50.5% Educational
24% Faculty and
11% Campus
5% REVENUE EXPENSE
10% Other 14% Facilities
Philanthropy Lakeside Fund, Endowment, Parents and Guardians Association 18% Administration
58% Educational programs
aid
excellence
staff excellence
stewardship

Your gifts gave students the opportunity to participate in 37 outdoor trips, learning and challenging themselves beyond the classroom.

Your generosity made it possible for 85 sixth-grade students to design water-pressure rockets, providing funding, materials, and educational support to facilitate their learning of aerodynamics and flight principles.

585 Upper School and 252 Middle School students participated in athletics, achieving remarkable success with a total of 14 team championship titles across league, district, and state competitions. Unwavering support from donors like you helped Lakeside athletes excel in a competitive sports landscape.

Students in the Seattle: Culture and History class learned how the region was shaped, walking two miles through the International District and choosing from 18 other local experiences in which to participate.

Your gift allowed 99 Middle School

Spanish students to learn about the traditional art of Benizza weaving while studying Mexican culture.

Thanks to gifts in support of Lakeside’s need-based financial-aid program, 32% of students received financial aid for tuition and additional school-related costs.

Your support allowed faculty and staff to participate in 150 professional development opportunities, where they deepened their skills, competencies, expertise, and pedagogy.

Over 400 volunteers shared their time and talents with Lakeside this year, helping our community accomplish so much together. Thank you!

Development, Alumni Relations, and PGA Staff

Daiga Galins

Director of Development daiga.galins@lakesideschool.org

Carol Borgmann

Director of Major and Planned Giving carol.borgmann@lakesideschool.org

Lisa Broesamle

Development Office Administrative Assistant lisa.broesamle@lakesideschool.org

Amanda Campbell

Assistant Director of Development, Alumni Relations amanda.campbell@lakesideschool.org

Lani Carpenter

PGA Administrative Assistant and Program Specialist lani.carpenter@lakesideschool.org

Allison Conkin

Special Events Manager allison.conkin@lakesideschool.org

Lakeside School

Middle School office     206-368-3630

Upper School office     206-368-3600

Development and Alumni Relations    206-368-3606

Admissions and Financial Aid    206-368-3605

Parents and Guardians Association    206-440-2740 lakesideschool.org

Samantha Dale

Assistant Director of Development, Alumni Giving samantha.dale@lakesideschool.org

Nicole Donahue

Fundraising Data Entry Specialist nicole.donahue@lakesideschool.org

Meaghan Krueger

Assistant Director of Development, Parent/ Guardian Giving meaghan.krueger@lakesideschool.org

Rick Rossland Development Office Systems Coordinator rick.rossland@lakesideschool.org

Leslie Schuyler Archivist leslie.schuyler@lakesideschool.org

Thank You!

We are grateful for your contributions in the 2022-2023 school year and look forward to your continued support for years to come.

Gifts can be made by cash, check, e-check, credit card, cryptocurrency, Apple Pay, Google Pay, Venmo, DAF, wiring funds, or the transfer of stock.

ONLINE

Visit lakesideschool.org/give

Every effort has been made to include all donors to Lakeside School between July 1, 2022 and June 30, 2023. If you notice an omission or error, please contact Meaghan Krueger, assistant director of development, parent/ guardian giving, by telephone at 206-440-2784 or by email at meaghan.krueger@lakesideschool.org. Thank you.

BY MAIL

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

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

GIFTS OF STOCK Contact the development office at 206-368-3606 for instructions. Our nonprofit tax identification number is 91-0564971.

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

P: Parent/Guardian, GP: Grandparent | Consecutive giving:  5-9 years;  10-14 years;  15-19 years;  20-29 years; s 30 or more years; L Monthly donors — Loyal Lions

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Photos by Tom Reese, parent/guardian volunteer photographers, and Lakeside School staff photographers.
Thank you to the 2,011 donors who supported educational excellence at Lakeside!
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