2022-2023 Annual Report

Annual

Report 2022-2023

THE OAKWOOD SCHOOL

ANNUAL REPORT 2022-23 From the Desk of the Head of School, Mr. Quesnel, page 2 A Remarkable Year, page 3 Annual Fund, pages 4-6 Denim & Diamonds: A Blue Jean Ball Event, pages 7-9 Other Gifts That Support Oakwood, pages 10-12 Corporate Partners, page 13 Alumni Update, pages 14-16 Oakwood’s Future, page 17

The Oakwood School seeks to instill in our students the strength of character, the creativity, and the wisdom to make a difference in the world.

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A Remarkable Year

Dear Oakwood Community: It is a privilege and an honor to serve as the Head of School at The Oakwood School and to write to you as we begin Oakwood’s 28th academic year. The 20222023 school year was indeed a terrific one at Oakwood as we experienced another enrollment increase, opened our new Lower/Middle School Innovation Lab, won two more state athletic championships, had over 1,100 people attend our performances of Shrek, The Musical, and saw our graduating seniors average over $100,000 per student in merit-based college scholarship offers. The 2023-2024 school year is already off to a terrific start with a 20% increase in enrollment from last year that has Oakwood planning expansions to its campus facilities. Positivity abounds and the sense of community on Oakwood’s campus is as strong as ever.

The 2022-2023 Annual Report provides a snapshot of the many ways in which the members of our school community gave so graciously of their time, talents, and financial resources to our school and its students during the previous school year. Every gift has a direct impact on the lives of our students, faculty, and staff and enhances the broad range of programs offered at Oakwood. Without this generosity and commitment, Oakwood truly would not be the special place that it is, and for that I thank all of you on behalf of everyone who works and learns here every day.

In addition, 2022-2023 saw Oakwood graduate our first Monk Family Scholar thanks to the generosity of the Bill and Agnes Monk Family Foundation. Named in honor of longtime Oakwood supporters and alumni grandparents Bill and Agnes Monk, in early 2019 the foundation established a donor-directed endowment fund in order to provide a renewable tuition scholarship for new students entering Oakwood in grades 9 through 12. Following the graduation of our first Monk Family Scholar last spring, Oakwood accepted a new Monk Family Scholar for the 20232024 year to ensure that we will continue to have four Monk Family Scholars at Oakwood in perpetuity.

Other major areas of support for Oakwood in 20222023 include: Countless volunteer hours from the members of our Oakwood community; Annual Fund contributions of $140,042, including 100% Board, 100% faculty and staff, and over 75% parent participation; The 2023 Blue Jean Ball, which was held for the first time at ECU’s TowneBank Tower, grossed over $119, 404; Corporate Partner support of over $75,000; and Creation of the new Eileen Van Houten Endowment Fund and the Amy Gardner Athletic Fund.

Oakwood has had only one mission throughout its history: to instill in our students the strength of character, the creativity, and the wisdom to make a difference in the world. Having graduated our 15th class of seniors this last spring, we are continuing to see the incredible impact that our alumni are having 1 on our world, and that impact will continue to grow with each graduating class. We now even have Oakwood alumni making a difference right here on campus with some alumni on our faculty and others becoming Oakwood parents by enrolling their own children here.

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Your generosity is critical as we continue to deliver on our mission by preparing our students to become the leaders and problem solvers of tomorrow.

3 With warmest regards, Dan Quesnel Head of School

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"Go into the world and do well but more importantly do good."

- Minor Myers Jr

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Annual Fund 2022-23 Bubbling with Excitement Allen and Kimberly Sicley were gracious enough to chair our 2022-24 Annual Fund campaign.

Allen is originally from Northern NY and Kimberly is from Havelock, NC. Their family has been in Greenville for over 20 years, and they both work in the pharmaceutical industry. They have three children: Allen, Adrianna ’27 and Hampton ‘32. Both Adrianna and Hampton started in PK4 at Oakwood.

Kimberly and Allen are pleased to share their reasons for supporting the Annual Fund: "We are so grateful for the educational opportunity that Oakwood provides for our children and our community. Every day we see the engagement of our children, faculty, and parents. At Oakwood, we know our children are in a safe and caring environment, with teachers who are genuinely committed to their success.

Our children are learning how to learn, and not what to learn. They are learning how to be problem solvers and critical thinkers, preparing for their future with STEAM-driven principles and resources.

We also know that the success of The Oakwood School is dependent on a strong partnership between the faculty, the students, and the parents. We are all aligned and engaged toward the same goal: to provide the best educational opportunity and environment for our children.

The Annual Fund is a key source of funds that supports the school’s mission for our children.

We know how hard you work for your money and how valuable and limited your time is, so the key objective we have this year is 'Smart, Strategic Giving'. This ensures that we get the most value out of each gift.

Participation in the Annual Fund is critical. We had 100% board participation and 100% faculty and staff participation.

That kind of support from our board members, faculty, and staff really shows the commitment to our children and school.

We are confident that supporting Oakwood is a solid investment in your child's future."

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Annual Fund 2022-23 Bubbling with Excitement Scarlet Oak ($10,000+) Drs. Amanda and Michael Bates* Kimberly and Allen Sicley^ (Sicley) Novartis Matching Gifts Carl and Dr. Mary Kathryn Turner

Live Oak ($5,000-$7,499) Jeff & Dr. Shannon Longshore^ Drs. Kristel & Rob McLawhorn^ Dr. Linda Kuhn & Tim Clark Jennifer & Kevin Youngs^

Wye Oak ($2,500-$4,999) Drs. Ira & Jodi Adler^ Michael & Dr. Marie Rowe Sangita & Dr. Andy Tewari^ Andy & Sharon Culpepper Drs. Don & Melissa Duncan Drs. Reginald & Ogugua Obi^

Evergreen Oak ($1,000-$2,499) Dr. Michael Lang In honor of Aiden and Hadley Lang Scott Barker^ Drs. Rachel and Jim Speicher^ Locke Clifford Ashley Eatmon^# Sarah & Jonathan Helms Jimmy Hite^ Marc & Carly Hustvedt In honor of Maverick and Edie Drs. Jeff Potter & Anna Imhoff

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2022-23 Board Member^

Evergreen Oak ($1,000-$2,499) Willow Oak ($500-$999) Dr. Trey & Kristi Sloan^ continued Tamira & Brandon Tate^

Dr. Linda & Martin Kean^ Alysa Aarup^ Timothy Lanivich & Dr. Ginny Okolo Panagiotis Pantelidis^ Dr. Daniel, Amanda, Tyler & Austin LaValley Sterling Edmonds^ Allan Mitchell & Dr. Joanne Matthews Carlos Insaurralde William and Aurelia Monk With Pyxus Matching Gift Dr. Kalyan Muppavarapu Drs. Suzanne & Adam Clark In honor of Aary Muppavarapu In Honor of Herbert Nelson Bernhardt Anastasiia Dew Dr. Mark & Mary Jon Pabst In honor of our daughters: Jennifer, Jessica and Samantha

Dan & Ellyn Quesnel** Jo Ellen Sloan In Honor of Brody & Elias "Iggy" Sloan Melanie Tedder Steve Thornton

Lisa & Paul Ellis Christopher & Katheryn George Cashonna Griffin Jessica & Bradley Jones* Dr. Gregory & Michelle Kearney Drs. Timothy Seavers & Laura Lloyd In honor of Alex and Zelma Lloyd Rahal

Veda Moore Morris & Staci Moye Robert Tyson Freda Raffa Drs. Jessica & Aaron Danison Dr. Edward & Heather Reedy Dr. Muna Mian Delta Reedy In honor of Marcu family Drs. Manisha Tiwari & Ramesh Mishra Dr. Prashant Mudireddy Dr. Bobby Walters In honor of Eeshan and Dhiren Mudireddy Amy & Warner Wells Drs. Sujan & Shirley Patel Timothy & Dr. Crystal Dickson Jose Briones Timothy Barrett Drs. Michelle Broglio and Judge Robinette Larry & Jane Barnett Dr. Myles & Heather Reedy Kris Arnold For our granddaughter Sloan Brooks

Dr. Grant & Mollie Thaxton Dr. Anthony & Kelli Smith^ Krystal & Dr. David Fairbrother Carolina Children's Heart Specialists

In support of the Upper School Innovation Lab

Drs. Amanda and Jason Higginson Dr. Jermaine Joefield Thanks for all the care given to Jenai & Jenna Timothy

Drs. Kenji & Sarah Leonard Bhavana Nagulapally In honor of Myna and Ruhi Kasibhatla Concetta Oglesby Jenny & Kevin Rawls Judy Wood

2022-23 Oakwood Faculty & Staff *

Marc Miller Tim Ferruzzi On behalf of Anabella and Gabriela Ferruzzi

Maria Givan From Max Weckesser's Grandma in CA!

Jane Kemp Linda Roberson Dr. Jaclyn Beierlein

Oakwood Alumni #

Acorn Oak (up to $499) Miles Cowles* Mary Katherine LaMonica* Angus McKellar* Ashley Blackmer* Anderson Rish* Katherine Smith* Mary Tricarico* Erica Imbimbo* Stacy Ruffin* Tracey Lea* Elatise Thompson* Michelle Graziosi* Jean & Helene Allaume Dr. Wanda Carr* Jennifer Corley* Shona Daniels* Tammy Edwards* Christine Barker* Kathy Barthel* David Herman Alex Adler# Abbi Adler# Brad Amerson Pat Chukala Hermalinda Doughtery* Kevin & Lisa Mulligan Zandy Evans Brandon & Lauren Hendricks Julie and Dr. Brendan Kelley Natalie & Matthew Noble Dr. Andrea Whitfield Dan Brier In honor of Benjamin & Josie Fernando Duarte Amanda Fisher In honor of the grandkids of Ed Palmer

Dr. Sheresa Blanchard Erin Scully* Stephanie Webb* Sibongile Randall Suzanne Lang

Drs. Eric & Amy Howell Kimberly Jones* Erin Scully* Thomas Taylor* Lauren & Brian Tenace Paula Weathington Dr. Kristin Black

A'me Saverino Kathleen Smith Jennifer & David Smith* Dr. Bradley & Stacy Swinson Nancy Todd Elizabeth Foster Becky Welch

On behalf of PK4 & Zora Webb

In honor of Wyatt Welch

Jonathan Doerr

Deborah Condie

In honor of Bennett and Clara Doerr

We are so happy that Avery loves Oakwood!

Richard Imbimbo

Tanya Bachstyles Chris & Eva Marie Dyba Erica & Justin Janak Lexie & Adam Ellis* Kimberly Jones-Osborn and Tom Osborn Gayle & Jack Irmen In Honor of Marshall & Reese Jones Anna Norris Lu Leonard Linda & John Quesnel Wonderful education for our Greenville community

In honor of Benjamin and Josie Leonard.

We love Oakwood School.

We love you Emily and Nate!

Kandie Smith Sarah Thompson Janice Adams* Catherine Allen*

In honor of Elwin Smith

Adrienne Singleton Kenneth Smith Dr. Leanna & Branin Thorn Dr. Andrew Weil Hunt McKinnon*

In support of Fine Arts and the Library

Fred Austin* Suzanne Averill Mike & Jennifer Bailiff Jackie Carson Ronnia Cockrell* Trisha & Chuck Evans Dr. Chris Gauquie

In support of OASES

Chris Nunnally* Anita Rish-Hodgkins* Drs. Michael & Shaniqua McGraw Dr. Leslie Peedin Amira Ali

In honor of Kellan Gauquie

Joshua Gunn Patsy Johnson* Senie Jones Brian & Maria O'Laughlin Ruth Ann Palmer In memory of Dr. Ed Palmer In memory of Lauren Bowler

Linda Pine Dr. William & Erika Price Dr. Laura Prividera Howard We appreciate TOS! Thank you for all you do.

Sarah Carson

Emily Prokopowicz* Matt Smith & Chantelle Rein-Smith Marty Robinson Sandra & Matthew Wright

For Kaiden Carson

In honor of Mary Beth Wright

For Liam and Victor

Bonnie and John Brendel In memory of Lauren Bowler

Gabrielle Freeman Amanda and Rob Gayle In memory of Lauren Bowler

Patricia Harvey Dr. Danielle Hoo-Fatt

Beth Allen* Beth Coan Sue Ann Forrest^# Lauren Gregory Drs. Paige & David Harrington

Thank you to the amazing teachers & staff!

Carl & Amy Muenscher Monique Mustafa Bret & Jenny Oliverio Drs. Shiv and Aparna Patil In honor of Arjun Patil

Dr. Bruce Schroeder Stephen & Danielle Walsh In honor of Christian Walsh

Harry Whitfield In honor of Ella Whitfield and Mia Michaud

Heather Wright Wright Fire Consultanting James & Sandra Bates Amanda Emory Shahnaz Sharmin Dr. Doug & Tamara Shusterman Drs. Crisianee and Michael Berry Parker & Kristy Conway Dr. Ryan Moore In honor of Whitney, Elliott, and Lexi

Courtney Jones# Bobby & Darlene Jones In Honor of Marshall & Reese Jones

Drs. Melinda & Thomas Kane Lisa & Kevin Mulligan Livia Brode Kasi Brooks Ebony Brown Judy Byers Dr. Sunny & Thomas Cai Barry Youngs

Dr. Tim & Melissa Gates Brandon Henry Go Eagles!

Judith Lang Beth Longshore Much love to Harper and Hank

Lauren McTindal* Dr. Rebekah Rogers Ivett Romero Talamas* Donald Taylor Arshandia Collins In honor of Jada Collins

Maria Givan Leslie Hawkins* Tiffany Hill Cherita Lytle* Suzan Martin Cardinal Health Matching Gift

Cassandra Mehlhop Erica Mizelle Dr. Maja Herco

EVERY STUDENT. EVERY CLASSROOM. EVERY DAY.

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Diamonds &

DENIM

$119,404 Raised, including $20,013 for our Fund-a-Need

Thank you to our Corporate Partners!

Special Event Sponsors

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Other Gifts That Support Oakwood The combined philanthropic efforts and the generosity of our school community help provide our students with an exceptional educational experience and opportunities that go far beyond the classroom ensuring that Oakwood graduates are ready to thrive in college and beyond.

PSA Volunteers are essential!

Parent PSA helps make the following programs a success: Service Back to School Kick-off, Big Step Breakfast, Jolly Cart, Parent Social, Bingo and Game nights, Association Teachers' Holiday Lunch and Teacher Appreciation, and the International Festival.

Thank you to the donors and volunteers that make PSA events possible. We especially appreciate the hard work and dedication of the executive committee: Mollie Thaxton, President Jody Adler, Vice President Kristy Conway, Treasurer Suzanne Lang, Room Parent Coordinator Sarah Helms, Events Chair Jenny Rawls, Events Chair

Allen Mitchell, Communications Anna Imhoff, Secretary Tracy Grimes, Internation Festival Stacy Swinson, Volunteer Coordinator Kristi Sloan & Carly Hustvedt, Marketing and Special Fundraising

Eagle Club Oakwood is thankful for an Eagle Club that invests back into the school!

Booster helps make the following programs a success: Eagle Classic Golf and Tennis Tournament, Monk Madness, Concession Sales, Monk Gym banners, Pep Rallies, Homecoming, Athletic banquets, Athletic Coaches and team support.

Obi Family Amira Ali Anna Norris Kristel & Rob McLawhorn Muna Mian and family Laura McClung Amand Hines Lanoca Coffee Marc & Susan Miller Grant & Mollie Thaxton Trey & Kristi Sloan Brad Osborne Staci Garner Hobbs Insurance

Thank you to our 2022 Eagle Classic sign sponsors:

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Youngs PT Magnolia OB World Cat Abrams Family Gauquie Family Thorn Family Quesnel Family Frank Harper Valente Painting

Superior Welding Gardner Woodworking Eric Donna Martin Julie and Ryan Moore Kristy Conway Mike and Jamie Grubey Gates Family Mary Bauer Sloan Team

Robinette Family Tewari Family Suzan Martin Kelli Smith Linda & Martin Kean

Thank You to our Lead Sponsor: The Danison Family

Other Gifts That Support Oakwood F.A.S.T.

Our Fine Arts Support Team is the best!

F.A.S.T. helps make the following a success: Main Stage Musical, Costumes, Sets, Music, Fine Arts Honor Society inductions and miscellaneous needs for Fine Arts faculty and programming support.

Thank you to the dedicated Executive Board: Paula Weathington, President, Wendy Price, Vice President, Tiffany Hill, Secretary, Anna Norris, Treasurer.

Thank you for your donations to “Shrek: The Musical”: Amanda Bates Andy Culpepper Don and Melissa Duncan Krystal & David Fairbrother Katheryn George Sarah & Jonathan Helms Amanda Higginson

Jermaine Joefield Melinda & Thomas Kane Jeff & Shannon Longshore Michael McGraw Kristel & Rob McLawhorn Marc Miller Ryan & Julie Moore Cherly Hanes

Kanoko Nakaya Heather Reedy Shahnaz Sharmin Trey & Kristi Sloan Jennifer Thielen Aparna Thombare Marie Wood Paula Weathington

In Kind and Restricted Giving Booster Club

Michael and Amanda Bates Carl and Mary Kathryn Turner East Carolina Veterinary Service Linda Kuhn and Tim Clark Jeff and Shannon Longshore Robbie and Kristel McLawhorn Russell and Anna Norris Jeffrey Potter and Anna Imhoff Jim and Rachel Speicher Jennifer and Kevin Youngs Susan Miller Peter Van Houten Bradley and Jessica Jones

F.A.S.T.

Lauren & Brian Tenace

Jef Glynn Helen Harmon Webb Tyndall Henry & Tracey Smith Kimberly & Jeff Robb Annette & Howard Dawkins All of our Disc Golf donors Jaclyn Beierlein Melissa and Don Duncan William and Aurelia Monk Anonymous Meg Cooke Tracey Correa Sue Forrest

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Other Gifts That Support Oakwood

The Endowment Report Ending Market Value (6/30/2023) = $ 1,323,394 representing cumulative investment gains or losses, realized and unrealized gains, gifts, and distributions.

Securing Oakwood's Future $ 74,746

Rob & Gini Peterson Faculty Fund $ 113,196

Monk Family Scholarship Fund $ 1,135,451

The Eileen Van Houten Memorial Scholarship The Eileen Van Houten Memorial Scholarship is being developed to support students of The Oakwood School who show a rich dedication to volunteerism and service to our community.

$12,103 The Amy Gardner Fund To show our appreciation for Coach Amy Gardner and her tireless work and commitment to the student athletes of for Coachthis fund was designed in her honor. It will support student-athletes and athletic programs at Oakwood.

$409

Horizons at Oakwood Donor Supported Funds $48,272 Grant Supported Funds $37,500

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Corporate Partners Oakwood’s Corporate Partners Program provides area businesses with the opportunity to publicly support all of the school’s events and programs, while also offering unique marketing access to the campus community. Through web and print media, as well as signage at major events, our Corporate Partners demonstrate their support for The Oakwood School while also advertising their services to a highly coveted audience. This includes: 350+ students 554+ parents 100+ alumni and their families 4,660+ social followers 30,000 monthly website visitors 3,500 annual attendees at campus events

For more information, contact Jessica Jones, Director of Development jjones@theoakwoodschool.org | 252.931.0760 x1303

2022-23 Presenting Partners

2022-23 Platinum Partners

2022-23 Silver Partners 2022-23 Bronze Partners 13

Alumni Update

Thank you to Mrs. Smith for keeping up-to-date with our remarkable alumni!

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Alumni Update

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Alumni Update Save the Date!

Saturday December 16, 2023 Annual Alumni Social

Hosted at Pitt Street Brewing Company on December 15, 2022, the annual Oakwood Alumni Social was a blast. Mrs. Smith worked the room, sharing memories and laughter with former students. Many were able to meet our current Head of School, Mr. Q, and share horror stories about law school. This annual event is always a wonderful time to catch up with classmates.

Once an Eagle, always an Eagle!

Pitt Street ‘22

Alu mn i

D e ce m b e r

Social ‘2

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‘22

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We're thrilled to share some incredible news with you. After a remarkable 13 years since our last campaign, Oakwood is about to embark on a new journey – a Capital Campaign! But what exactly does this mean for our school? It means a future filled with even more dynamic and secure campus facilities, outstanding studentcentered spaces, and a commitment to intentional stewardship of our resources.

Leading the charge as our Capital Campaign Chair is the incredible Dr. Kristel McLawhorn, and she couldn't be more thrilled about what lies ahead. We're ALL IN for this exciting endeavor, and we hope you'll join us too!

Are YOU All In? To discover more about this campaign and its potential, see more here: https://www.theoakwoodschool.org/giving/all-in-capital-campaign

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Join us!

2023 Annual Fund Kick-off

November 13, 2023 Annual Fund proudly supports every student, every class, every day!

The Oakwood School 4000 MacGregor Downs Road Greenville, NC 27834 TheOakwoodSchool.Org