Whitby School - Annual Report

Past, Present and Future: A Tradition of Supporting Innovation in Education

Annual Report 2011-2012 cov2 | Whitby School Annual Report of Donors

Whitby School Annual Report 2011-2012 | cov2

On the cover: Top Photo: Whitby's Founders Hall, dedicated in 1961, and Carroll Bell installed in 1973, on the current campus on Lake Avenue Center Photo: Renaissance Hall, dedicated in 2002, and reflecting updated logo in 2012 Bottom Photo: Future planned classroom expansion as part of Whitby Campus Master Plan

ifc1 | Whitby School Annual Report of Donors

Whitby School Annual Report 2011-2012 | ifc1

The Mission: Building upon the principles of the Montessori philosophy and the International Baccalaureate Programs, Whitby School inspires academic excellence, independence and a passion for learning while motivating our students to confidently take action as contributing members of a diverse global community.

Your contributions make this a reality!

TABLe oF ConTenTs From the Head of school From the Chair of the Board Board of Trustees Parents Association spring Benefit enriching the Way in science Leading the Way in Technology Readying the Way in Athletics 2011 - 2012 Financial summary summary of Philanthropic Giving Whitby Annual Fund Congratulations to our Graduates Ways of Giving

2 6 8 11 12 14 16 18 20 21 23 27 28

Thank You! This report covers Whitby school’s Fiscal Year July 1, 2011 – June 30, 2012. Matching gifts and charitable foundation contributions are also credited to the family who influenced the gift. The Development office has made every effort to ensure the accuracy and completeness of this report. If we have made an error or omission, please accept our apologies and inform the Development office so that our records may be corrected.

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Whitby School Annual Report 2011-2012 | 1

From the

Head of School

Dear Parents and Friends of Whitby It is with great appreciation that I write this foreword to the 2011 – 2012 Annual Report. Whitby is approaching a wonderful ‘moment in time’ as we prepare to mark the fifty-fifth anniversary of the School in 2013. This ‘Emerald’ anniversary has been made possible by the generosity and support of Whitby families past and present. Today, Whitby stands proudly as a school of excellence with a desire and a vision to be a market leader in this region. As we look forward to further campus development, Whitby remains committed to its students, parents, faculty and staff, and to the ideals set out in our mission statement.

The 2011 – 2012 school year was one of transition. Through the hard work and dedication of the Board of Trustees a new Head of School was recruited and this has led to a focus on continued development in all aspects of school life. During this period the school continued to enjoy the blessings of a committed school community reflected in record giving levels for both the Whitby Fund and the Spring Benefit. We are extremely grateful to all those who generously gave of both their time and resources to ensure that Whitby continues to provide for each child within our educational program.

It has been a joy for my family and I to join such a supportive and generous community. We look forward to providing dedicated service to our new community and to fulfilling our part as contributing members of this unique school.

As we say in Ireland: “Trí na chéile a thógtar na cáisléain.”

In our togetherness (as a team), castles are built.

In other words, teamwork and co-operation are required to complete great projects.

Best wishes,

Bryan Nixon

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VIsIon sTATeMenT: Whitby school will be a recognized leader in twenty first century education, offering its children a compelling path from the crucial early years through 8th grade, with exceptional programs and experiences to prepare students for success in higher education. Built on its Montessori foundation and the rigor of the International Baccalaureate program, Whitby’s child centered and inquiry-based learning approach will foster a multi-cultural academic community enriched by dedicated teachers and involved parents, all working together in a nurturing campus environment to develop accomplished, confident global citizens.

Whitby School Annual Report 2011-2012 | 3

Engaged in Learning, Students, and Community 4 | Whitby School Annual Report of Donors

Inspired

by Discovery Whitby School Annual Report 2011-2012 | 5

From the

Chair of the Board

On behalf of the Whitby School’s Board of Trustees, I would like to thank the parents, faculty and staff for helping to make the 2011-12 academic year such a successful and productive year. There were many remarkable developments at Whitby during the 2011-12 academic year, including enrollment reaching over 400 students for the first time in Whitby’s history; continuous advancements in our academic, athletics and extracurricular programs; an amazingly successful Spring Benefit; significant improvements in our faculty and staff compensation packages; and the exciting selection of Bryan Nixon as our new Head of School! This 2012-13 academic year is already off to a positive and promising start as the Whitby community enthusiastically comes together under Bryan Nixon’s leadership.

In November 2010, the Board of Trustees approved the 3-year Strategic Plan and embarked on a collaborative effort focusing on four overarching goals: Educational Continuum, Academics & Administration, Communications & Community, and Finances and the Future. We are thankful for your generosity and support which has made it possible for us to make considerable progress towards many of those goals.

Over 95% of families generously donated to Whitby in 2011-2012 – contributing over one and a half million dollars towards operating expenses and capital investments.

Of the $1,569,381 in funds raised this past academic year, $507,790 was in the form of restricted or capital funds. $437,150 of these restricted funds have been allocated towards (i) further upgrading our technology infrastructure with the purchase of laptops and iPads; (ii) enhancing our Science 6 | Whitby School Annual Report of Donors

curriculum with state-of-the art equipment including digital microscopes and Labquest probeware; (iii) further investing in professional development for our faculty and staff; and (iv) expanding our Athletics Program with the purchase of new team uniforms and equipment including soccer and lacrosse goals, a baseball/softball back-stop with batting cage and pitching machine, and team benches. Through your ongoing support you continue to demonstrate that the best investment we can all make is in our children and their education.

The Board of Trustees, Bryan Nixon and the senior leadership team continue to refine Whitby’s vision for the future. As our retention and enrollment continues to grow, we are acutely aware of the requirements for increased and improved academic programs, space, and facilities to meet the needs of our growing and changing student enrollment. We are working together intensively to address these pressing needs while also working towards fulfilling Whitby’s long-term strategic vision. We are excited that our unified and concerted efforts will provide the Whitby community with a vision and master plan that we can all enthusiastically support. We are honored that you have chosen to be a part of the Whitby family and look forward to sharing with you and your children many wonderful and inspiring years at Whitby.

Sincerely,

Patricia Franklin Chair, Whitby School Board of Trustees Whitby School Annual Report 2011-2012 | 6

Fearless Achievers both Now and into the Future Whitby School Annual Report 2011-2012 | 7

Board of

Trustees

2011-2012 Fiscal Year

The Whitby school Board of Trustees consists of a volunteer body that serves as the guardian of the school’s mission, focusing on strategic issues and the long-term well-being of the school.

It is the Board’s responsibility to ensure that the mission is appropriate, relevant, and vital to the community it serves. The Board focuses on the strategic direction of the school, and the success of the school in fulfilling its mission, while leaving the school’s daily operation to the Head of school. Members of the Board have a fiduciary responsibility to the school for sound financial management, engaging in strategic financial planning, and assuming primary responsibility for the preservation of capital assets and endowments. The Board and the Head of school work in partnership in fulfilling these main principles to best serve the school.

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Board of Trustees Ms. Patricia Franklin, Board Chair Mr. Oktay Kurbanov, Board Vice Chair and Treasurer Dr. Monica Green, Board Secretary Ms. Kathleen Hennessy Ms. Deborah Linnett Mr. Richard Lukaj Mrs. Tess Oxenstierna Ms. Tami McCarthy Mr. Suhail Rizvi Mr. Eric Vincent Ex Officio Mr. Doug Fainelli, Head of School (July-December 2011) Mrs. Barbara Brent, Interim Co-Head of School (Children’s House, JanuaryJune 2012) Ms. Nelyda Miguel, Interim Co-Head of School (Grades 1-8, Jan.-June 2012) Mr. Robert Curis, CFO/Dean of Business Affairs Mrs. Lisa Merzon, 2011-12 Parents Association Co-President Board Executive Committee Patricia Franklin, Board Chair, Chair of Head’s Mentoring Committee Oktay Kurbanov, Board Vice Chair and Treasurer, Chair of Finance Committee Monica Green, Board Secretary Deborah Linnett, Chair of Governance and Development Committees Kathleen Hennessy, Chair of Buildings and Grounds Committee Doug Fainelli, Head of School (July-December 2011) Barbara Brent, Interim Co-Head of School (Children’s House, January-June 2012) Nelyda Miguel, Interim Co-Head of School (Grades 1-8, January-June 2012)

Standing Committees: Finance Committee Oktay Kurbanov, Chair Patricia Franklin Rich Lukaj Robert Curis, CFO/Dean of Business Affairs Doug Fainelli, Head of School (July-December 2011) Barbara Brent, Interim Co-Head of School (Children’s House, January-June 2012) Nelyda Miguel, Interim Co-Head of School (Grades 1-8, Jan.-June 2012) Jim Chapman (non-trustee member) Randy Green (non-trustee member) Jason Safriet (non-trustee member) Governance Committee Deborah Linnett, Chair Patricia Franklin Monica Green Tess Oxenstierna Eric Vincent Doug Fainelli, Head of School (July-December 2011) Head’s Mentoring Committee Patricia Franklin, Chair Monica Green Oktay Kurbanov Deborah Linnett Rich Lukaj Tami McCarthy Tess Oxenstierna (January-June 2012) Transition Team (December 2011-June 2012) Tess Oxenstierna, Chair Patricia Franklin Oktay Kurbanov Deborah Linnett

Buildings & Grounds Committee Kathleen Hennessy, Chair Robert Curis, CFO/Dean of Business Affairs Peter Morrison (non-trustee member)

Rami Saad (non-trustee member) Bob Horne (non-trustee member, Director of Communications) Kurt Putnam (non-trustee member, Head of Upper School)

Legal Committee Patricia Franklin, Chair Rich Lukaj Robert Curis, CFO/Dean of Business Affairs

Development Committee Deborah Linnett, Chair Monica Green Rich Lukaj Suhail Rizvi Eric Vincent Doug Fainelli, Head of School (July-December 2011) Barbara Brent, Interim Co-Head of School (Children’s House, January-June 2012) Nelyda Miguel, Interim Co-Head of School (Grades 1-8, JanuaryJune 2012) Robert Curis, CFO/Dean of Business Affairs Rich Bernero (non-trustee member, Director of Development) Leticia John (non-trustee member, Development Officer) Norm Feckl (non-trustee member)

Communications Committee Tami McCarthy, Chair Monica Green Doug Fainelli, Head of School (July-December 2011) Barbara Brent, Interim Co-Head of School (Children’s House, January-June 2012) Nelyda Miguel, Interim Co-Head of School (Grades 1-8, JanuaryJune 2012) Robert Curis, CFO/Dean of Business Affairs Lisa Merzon, 2011-12 Parents Association Co-President Bob Horne (non-trustee member, Director of Communications) Renee Bornstein (non-trustee member, Communications Assistant) Tim Schwartz (non-trustee member, Technology Coordinator) Nadia Meier (non-trustee member, Director of Admission & Enrollment) Rachel Blechman (non-trustee member) Caren Polner (non-trustee member)

Financial Aid Committee Tess Oxenstierna, Chair Kathleen Hennessy Oktay Kurbanov Doug Fainelli, Head of School (July-December 2011) Barbara Brent, Interim Co-Head of School (Children’s House, January-June 2012) Nelyda Miguel, Interim Co-Head of School (Grades 1-8, Jan.-June 2012) Robert Curis, CFO/Dean of Business Affairs Nadia Meier (non-trustee member, Director of Admission & Enrollment)

Ad Hoc Committees: Compensation Committee Oktay Kurbanov, Chair Patricia Franklin Deborah Linnett Rich Lukaj Eric Vincent Athletics Committee Eric Vincent, Chair Robert Curis, CFO/Dean of Business Affairs Jim Chapman (non-trustee member) Stefan Hake (non-trustee member) Rich Jimenez (non-trustee member) Peter Marsella (non-trustee member) Gerrit Meier (non-trustee member) Adam Merzon (non-trustee member) Lou Presutti (non-trustee member)

Space and Enrollment Planning Committee Kathleen Hennessy, Chair Patricia Franklin Deborah Linnett Tess Oxenstierna Doug Fainelli, Head of School (July-December 2011) Barbara Brent, Interim Co-Head of School (Children’s House, January-June 2012) Nelyda Miguel, Interim Co-Head of School (Grades 1-8, January-June 2012) Robert Curis, CFO/Dean of Business Affairs

Head Search Committee – Task Completed 11/30/11 Tess Oxenstierna, Chair Patricia Franklin Kathleen Hennessy Rich Lukaj Suhail Rizvi Eric Vincent Advisory Council to Head Search Committee – Task Completed 11/30/11 Doug Fainelli, Head of School Robert Curis, CFO/Dean of Business Affairs Lisa Merzon, 2011-12 Parents Association Co-President Barbara Brent (non-trustee member, Head of Children's House and Lower School) Kurt Putnam (non-trustee member, Head of Upper School) Nelyda Miguel (non-trustee member, Dean of Curriculum & Instruction, PYP & MYP Coordinator)

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“We are delighted to assist in any way possible�

Whitby Parent and Trustee

The Whitby school Parents Association consists of all parents and guardians of students enrolled at Whitby school. Its goal is to build and strengthen the entire school community through educational, informational, social and fundraising projects.

Whitby school is grateful to the many individuals who volunteer and give of their their time, talents, and treasures so generously to the school community.

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Parents Association 2011-2012

Parents Association Executive Committee Co-Presidents: Lisa Merzon & Veronica Richter

PRIMARY Primary A: Monica Aronson (PR1) Andrea Hunt (PR2) Annabel Morrison (PR3)

Vice President: Michelle Beck

Primary B: Rena Rubinchik (PR1) Aditi Viswanathan (PR2) Kristan Saad (PR3)

Secretary: Laura Kletter Treasurer: Giri Bogavelli Past President: Monica Green Ombudsmen: Bernadette Rohrbasser & Andrea Mitchelson Divisional Leaders Stepping Stones: Stephanie LaNasa Primary: Louise Underwood & Kristan Saad

Primary C: Joelle Resnick (PR1) Joanne O’Neil (PR2) Michelle Beck (PR3) Primary D: Megan Officer (PR1) Nancy Israelov (PR2) Daryl Hulme (PR3) Primary E: Gail Carley (PR1) Laura Kletter (PR2) Jen Thompson (PR3)

Lower Elementary: Lisa Hall Middle Elementary: Shirley Viscarello Upper Elementary: Andrea Mitchelson Middle School: Katharina Lewis Class Parents 2011/2012 STEPPING STONES Stepping Stones A: Stephanie LaNasa & Sara Crabtree-Crowley

LOWER ELEMENTARY Lower Elementary A: Melinda Andrade & Heidi Safriet Lower Elementary B: Kristin Calve & Patrice Cezzar Lower Elementary C: Rachel Blechman & Sue Geraci

UPPER ELEMENTARY Upper Elementary A: Samantha Ashford Yang Lie, Scott Tillison Upper Elementary B: Laura Dahm & Nina Winoker Upper Elementary C: Rosie Solano & Marie Moss MIDDLE SCHOOL Middle School A: Katharina Lewis & Debby Cowley Middle School B: Laura Dobbin & Caren Polner King Committee/Event Leaders: Community Building: Rosie Solano Benefit: Dorian Feckl Kristin Calve Special Programs: Laura Dahm Book Fair (Fall): Marie Moss Book Fair (Spring): Marie Moss Special Visitors Days: Alessandra Corrias & Karla Juneja Host Family: Monica Green

Stepping Stones B: Kimberly Fiorello & Joanne O’Neil

MIDDLE ELEMENTARY Middle Elementary A: Shirley Viscarello & Sarah Mills

Stepping Stones C: Karla Junega & Anne Marie Palladino

Middle Elementary B: Ritha Pai (Bogavelli) & Mari Vasan

Staff Appreciation: Silvia Marsella & Melinda Andrade

Stepping Stones D: Jennifer Davidson & Stephanie Netter

Middle Elementary C: Louise Barfod Karolyn Kerr, Meg Van Winkle

Uniform Exchange: Louise Barfod

Stepping Stones E: Lydia Bartoszek & Heather Cotter

Mayfair: Melinda Andrade Nutrition: Kristin Calve

Whitby Garden: Kristen Donovan Whitby Cafe: Silvia Marsella Thanksgiving Feast: Cecilia Gschwind Library: Marcie McGuire

Whitby School Annual Report 2011-2012 | 11

Spring Benefit 2011-2012

Event Chairs Dorian Feckl Kristin Calve Auction Chairs Heather Cotter Ann Marie Palladino Auction Committee Melinda Andrade Michelle Beck Susannah Hodgson Sabina Kelley Olga Kurbanov Louise Underwood Mari Vasan Online Auction Ritha Pai Raj Suryawanshi Photography Michelle Beck Alessandra Corrias Helena Costa Franca Quaglia Lot Videography Laura Kletter Franca Quaglia Lot Journal Editor Paul Sullivan Graphic Design/ Journal Caren Polner King Logo Design/ Illustration Deborah Robicheau

Saks Event Sara Delaney Children’s Art Project Kimberly Fiorello Pamela Jimenez Joanne O’Neil Talor Wales Tom Coleman Benefit Blog Sara Delaney Mari Vasan Decor Silvia Marsella Rosie Solano General Committee Giri Bogavelli Jasmina Denner Susan Geraci Monica Green Debbie Linnett Silvia Marsella Marcie McGuire Lisa Merzon Veronica Richter Maura Anderson Richard Bernero Renee Bornstein Leticia John Nadia Meier Catalina Wieser Roxanna Zampieri IT & Communications Renee Bornstein Bob Horne Jason Mendez Tim Schwartz

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Over $815,000 was raised (net of expenses) during the Spring Benefit, the largest parent-led fundraising event of the year.

Spring Benefit Restricted Gifts Unrestricted Gifts Total Spring Benefit (Net)

$437,150 $378,340 $815,490

Spring Benefit Restricted Gifts Readying the Way in Athletics Leading the Way in Classroom Technology enriching the Way in science other Total Spring Benefit Restricted Gifts

$186,500 $166,250 $80,750 $3,650 $437,150

Spring Benefit Underwriters

We extend our deepest appreciation and gratitude to the families who purchased tables and participated in our underwriting initiatives this year, purchased advertisements in the Benefit Journal and donated wonderful auction items, and all the families who generously purchased tickets for faculty and staff and attended this special evening. Your collective generosity reflects the commitment of our Whitby community, and without all of you, this evening would not be possible!

Thanks to all of you!

Premium Tables Anonymous Ashwin and Mari Vasan Deti Tickets Oktay and Olga Kurbanov Christopher and Colleen Ostrowski Jonathan and Joelle Resnick Alan Rivera and Patricia Franklin Watoto Tickets Joseph and Kristin Calve Alexander and Yelena Chulack Alexander and Jasmina Denner Norman and Dorian Feckl Patrick McIntyre and Karolyn Kerr Victor Fedotov and Regina Kudoyarova Todd and Emma Goergen Jan Kniffen and Kathleen Metinko Cyril Moulle-Berteaux and Olivia Graham John Morgan and Connie Holst Philipson

Teacher Tickets Anonymous Gregor and Melinda Andrade Philippe Barr Ray and Lydia Bartoszek Michael and Michelle Beck Richard and Wendy Bernero Matt and Anne Louise Bostock Joseph and Kristin Calve Jim and Pamela Chapman Phil and Cheryl Cowdell Steven and Debby Cowley Eric and Laura Dobbin Kristen and Ryan Donovan Norman and Dorian Feckl Jonathan and Lori Feldman Jonathan and Kimberly Fiorello Scott and Victoria Friedlander Randolph and Monica Green Douglas and Cecilia Gschwind Philip Hardwick and Helena Costa Jonathan and Susannah Hodgson Dudley and Sophie Hoskin Geoffrey and Daryl Hulme Miles and Andrea Hunt Carol Rubin Kahn Jan Kniffen and Kathleen Metinko Oktay and Olga Kurbanov Peter and Silvia Marsella Marcie McGuire Adam and Lisa Merzon Cyril E. Moulle-Berteaux and Olivia Anne Graham Mark O’Connor and Carolyn Killian Anthony and Ann Marie Palladino Jonathan and Joelle Resnick Michael and Veronica Richter Roy and Mamta Rodrigues Markus and Bernadette Rohrbasser Jason and Heidi Safriet

Peter and Sue Stern Ashwin and Mari Vasan Kari Nettles Vazquez General Underwriting and Gifts in Kind Joseph and Kristin Calve Jonathan and Jennifer Cohen Felipe and Katucha Dutra Leite Norman and Dorian Feckl Eduardo and Maria Ines Franca Oktay and Olga Kurbanov Bruce Lavine Donald and Shelley Meltzer Ivana Pagani Bernardo and Diana Paiva Joelle and Jonathan Resnick Michael and Veronica Richter Mary Schaffer and Charles Morgan Ani and Parviz Shakiban Benoit Vallieres and Marie Tremblay Ashwin and Mari Vasan AB inBev Eclisse Restaurant KP Events Group Matthew Robbins Design Napa and Co. Every effort had been made to record and acknowledge all the families, businesses and friends who made this special evening possible. If we have made an error or omission, please accept our apologies and inform the Development Office so that our records may be corrected.

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Enriching the Way in

Science

$80,750 (18%) of the $437,150 in restricted funds donated to support Strategic Plan Initiatives were raised to support curriculum enhancements and equipment in Science.

Inspired by Discovery…

Enriching the Way in Science Integrating the acclaimed and rigorous International Baccalaureate program, Whitby’s Strategic Plan recognizes the fundamental role that Science plays in preparing our children to be critical thinkers and problem solvers. Thanks to the generosity of our 2010-2011 Benefit donors, our children expanded their scientific understanding through partnerships with the Connecticut Science Center, Soundwaters Coastal Explorers Program, and the use of state of the art telescopes. Our teachers have received continuous professional development in Math and Science to enrich the children’s experience, developing innovative and hands-on learning experiences.

As our student body continues to grow, our Science program must expand, also.

Our children, in addition to experiencing the benefits of the excellent classroom teaching and partnerships, also require the equipment essential to scientific discovery. To this end, our science department has used this year’s reverse auction donations to provide items such as the following: - Additional scientific scales, to ensure that all children in the classroom are actively participating in the learning process - New compound and digital microscopes, to not only increase each student’s exposure time using these essential pieces of equipment, but also to improve the quality of that experience - Labquest probeware and its accompanying monitoring software and hardware to allow our children to conduct experiments and collect and analyze data to study real time biological and ecological changes Each of these items–some time-tested and persistently essential, some exciting new tools to inspire discovery–are vital to fulfilling the incredible potential of Whitby’s inquiry-based science curriculum.

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sCHoLARs AnD InqUIReRs (Donors to Curriculum and Professional Development) Harry and Nisha Arora Richard Chausse and Marie-Josee Archambault Jonathan and Jennifer Cohen Alexander and Jasmina Denner Eric and Laura Dobbin Victor Fedotov and Regina Kudotarova Douglas and Cecilia Gschwind Andrew and Monica Hayes Geoffrey and Daryl Hulme Carol Rubin Kahn Kevin and Sabina Kelley James and Lori Klein Dan and Tami McCarthy Jan Kniffen and Kathleen Metinko Marc and Katharina Lewis Kari Nettles Anthony and Anne Marie Palladino Suhail and PJ Rizvi Peter and Sue Stern Robert and Catalina Wieser

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Leading the Way in

Classroom Technology $166,250 (38%) of the $437,150 in restricted funds donated to support Strategic Plan Initiatives were raised specifically to support Technology.

Engaged in Learning…

Leading the Way in Classroom Technology Educational technology applications continue to advance exponentially, and to keep abreast, today’s schools must evolve and develop innovative programs incorporating these changes. Whitby consistently leads the way in the area of technology in the classroom. Thanks to the generosity of our families, the School has developed extraordinary laptop computer programs in Upper Elementary and Middle School, allowing our children to move confidently forward into tomorrow’s world.

Whitby recognizes that our children must be ready for the world of the future while also acquiring essential academic and intellectual skills. The integration of laptop computers into Whitby’s classrooms has enhanced learning globally, promoting the advancement of Math, Science, Composition, and Research skills, among others.

Our children are learning to organize their thoughts quickly, efficiently, and definitively, 21st century skills essential to success.

Supporting the differentiation that Whitby strives to provide, learning is advanced at each child’s level via enriching computer-supported activities. The use of laptops not only helps deepen the engagement of our children in their learning, but also allows for individualization, providing opportunities for our teachers to meet every child’s needs in efficient, high quality ways. To this end, the School has increased the number of laptops and accompanying software throughout the elementary school.

This has allowed for increased allocation of laptops to the Middle Elementary classrooms, as well as the extension of the laptop program into the Lower Elementary classrooms. Whitby has also committed to advancing the very successful classroom use of iPad applications by increasing the number of iPads and accompanying software available in the School, accompanied by the appropriate training. In addition, our technology department continues to investigate emerging technologies, and when appropriate will also consider these for our children as well.

In accordance with its Strategic Plan, Whitby is committed to implementing an ever-expanding technology program that exists not only in its own right, but also boldly supports learning in Math, Science, Composition, and all other academic areas.

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InnoVAToRs AnD enTRePReneURs (Donors to Technology and Creative expression) Anonymous (2) Gregor and Melinda Andrade Jeffrey and Kelli Bussan Alexander and Jasmina Denner eric and Laura Dobbin norman and Dorian Feckl Victor Fedotov and Regina Kudoyarova Joseph and susan Geraci Douglas and Cecilia Gschwind Geoffrey and Daryl Hulme James and Lori Klein oktay and olga Kurbanov Graeme and Deborah Linnett Dan and Tami McCarthy Anthony and Anne Marie Palladino Jonathan and Joelle Resnick Alan Rivera and Patricia Franklin suhail and PJ Rizvi

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Whitby School Annual Report 2011-2012 | 17

Readying the Way in

Athletics

$186,500 (43%) of the $437,150 in restricted funds donated to support Strategic Plan Initiatives were raised specifically to support Athletics.

Fearless Achievers…

Readying the Way in Athletics As Whitby expands, our Athletic Program is constantly changing, growing, and developing. The Whitby student body has grown significantly in Grades 1-8 over the last several years, and our children have become increasingly more interested in expanding their athletic options, both during and after the school day. Whitby parents expressed the same desire regarding our athletics and sports offerings in the recent parent survey. In fulfillment of this Strategic Plan Initiative, and in response to the expressed interest of the Whitby community, Whitby’s Board of Trustees established the Athletics Committee to work closely with the School to improve and expand our children’s choices.

Whitby’s Athletics Committee has collaborated actively with the Administration to identify the needs of our Athletics and Physical Education programs, while also considering what the ideal program might look like. To this end, Whitby identified items and programs that will prepare our School to be a leader both now and in the future across two main categories: Improvements to Indoor and Outdoor Facilities: Such items to include resurfacing of the tennis courts, provision of electronic scoreboards, and soccer field treatment and repair. The Athletics Committee and the Administration have also explored ways to improve, expand, and complement the School’s indoor athletic space to facilitate WECCP and sport activities.

Sports Specific Equipment: Such items include a baseball cage and pitching machine, tennis equipment, portable soccer goals, and lacrosse, track and field, and gymnastics equipment.

Whitby is committed to providing a compelling, competitive, meaningful, and enriching athletics program.

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ATHLeTes AnD ARCHITeCTs (Donors to sports and Facilities) Anonymous (3) nelson and Jennifer Alves steve and Jennifer Antczak eric and Laura Dobbin Douglas Fainelli norman and Dorian Feckl Jonathan and Lori Feldman Victor Fedotov and Regina Kudoyarova Randy and Monica Green Douglas and Cecilia Gschwind Geoffrey and Daryl Hulme Richard and Pamela Jimenez Carol Rubin Kahn Mike Kennedy and Hollis von summer oktay and olga Kurbanov Marc and Katharina Lewis Mario and Lilian Lotufo Dan and Tami McCarthy Adam and Lisa Merzon Gerrit and nadia Meier Charles and sarah Mills Mark and Jacqueline Modzelewski Anthony and Anne Marie Palladino Louis and Candice Presutti Kurt and stephanie Putnam Jonathan and Joelle Resnick Markus and Bernadette Rohrbasser Jason and Heidi safriet Barry smith Marcus suppo and Lis Cazzaretto Ashwin and Mari Vasan eric and sasha Vincent

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Whitby School Annual Report 2011-2012 | 19

Financial Summary 2011-2012

Revenues <1% Capital Gifts <1% Other Income 4.5% Auxilliary Programs 5.7% Annual Fund 6.3% Spring Benefit, net 82.6% Tuition and Fees

Annual Fund Performance ($ Raised and % Contribution to Operating Income) 2006-2007

$349,408 4.5% 2007-2008

$407,017 4.8% 2008-2009

$373,533 4.2% Total Revenues: $12,912,049 2009-2010

$528,989 5.5%

Expenses 2.4% Interest Expenses & Related Fees 7.7% Instructional 7.7% Administrative 10.6% Financial Aid 14.3% Facilities 57.2% Salaries & Benefits

Total Expenses: $12,593,533

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2010-2011

$667,823 6.5% 2011-2012

$738,891 5.7%

Whitby School, Inc. Financial Summary, 2011-2012 Year Ended June 30, 2011 (Audited)

Revenue Tuition and Fees Spring Benefit Annual Fund Auxiliary Programs Other Income Capital Gifts Total Revenue

$ 10,663,410 82.6% $ 815,490 6.3% $ 738,891 5.7% $ 574,830 4.5% $ 104,428 0.8% $ 15,000 0.1% $ 12,912,049

Expenses Salaries & Benefits Facilities Financial Aid Administrative Instructional Interest Expenses and Related Fees Total Expenses

$ 7,206,904 57.2% $ 1,796,913 14.3% $ 1,340,584 10.6% $ 974,339 7.7% $ 972,459 7.7% $ 302,334 2.4% $ 12,593,533

Summary of Philanthropic

Giving

Whitby Annual Fund Unrestricted Gifts Restricted Gifts Total Whitby Annual Fund

$ $ $

665,035 73,586 738,891

Spring Benefit Unrestricted Gifts Restricted Gifts Total Spring Benefit

$ $ $

378,340 437,150 815,490

Capital Campaign Capital Campaign Gifts

$

15,000

Total Philanthropic Giving

$ 1,569,381

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When you give to the Whitby Annual Fund, you give to the children, the programs, and the community!

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Whitby Annual

Fund

2011-2012

Donors listed below participated in the Whitby Annual Fund, gave an unrestricted or restricted gift in Fiscal Year 2011-2012.

The Whitby Annual Fund is the only ongoing, year-round fund raising activity that benefits every member of the Whitby community, including students, faculty, staff, alumni, parents, and friends.

Whitby school is grateful to the many friends and members of the community who supported the school during the period July 1, 2011 to June 30, 2012. The names listed in this report represent only a fraction of the many families and friends that have supported Whitby over the years. Thank You! All contributions to the Whitby Annual Fund are outright gifts and are tax-deductible, subject to any tax deduction limitations within the appropriate tax jurisdictions.

Headâ&#x20AC;&#x2122;s Circle ($15,000 and Above)

Founderâ&#x20AC;&#x2122;s Society ($5,000 - $9,999)

Anonymous Charles and Penny Carroll Fairfield County Community Foundation, Inc. Joseph and Susan Geraci Kathleen Hennessy The Hennessy Foundation Oktay and Olga Kurbanov Graeme and Debbie Linnett Adam and Lisa Merzon Suhail and PJ Rizvi Eric and Sasha Vincent

Anonymous (4) Arora Foundation Harry and Nisha Aroma Michael and Michelle Beck Eric and Laura Dobbin Felipe and Katucha Dutra Leite Randolph and Monica Green Timothy and Lisa Scinto Hall Miles and Andrea Hunt Richard and Pamela Jimenez Carole Rubin Kahn Margaret Kavounas John Kavounas and Laura Dahm Brian Keil and Stephanie Schnabel Kevin and Sabina Kelley Jan Kniffen and Kathleen Metinko Joseph and Stephanie LaNasa Albert and Judit Lukazik Ian MacTaggart Dan and Tami McCarthy Stephen and Marie Moss Cyril Moulle-Berteaux and Olivia Graham David and Tess Oxenstierna Bernardo and Diana Paiva Tatiana Panchenkova Peter Nager and Alice Limkakeng Peter Nager Charitable Trust Burton Resnick Peter and Sue Stern Jatin and Raj Suryawanshi Nick and Sonia Vora Steven and Nina Winoker Karl-Theodor and Stephanie zu Guttenberg

Whitby Council ($10,000 - $14,999) Alexandre and Daniele Behring Jeffrey and Kelli Bussan Jim and Pamela Chapman Richard Chausse and Marie-Jossee Archambault BP Foundation Alexander and Yelena Chulack Paul and Elin Collins Alexander and Jasmina Denner Norm and Dorian Feckl Fidelity Charitable Gift Fund Jonathan and Kimberly Fiorello Jim and Lori Klein Marcie McGuire Justin Monge and Margaret Van Winkle Donald and Stephanie Netter Louis Presutti and Candice Dhakhwa Alan Rivera and Patricia Franklin Ashwin and Mari Vasan Benoit Vallieres and Marie Tremblay

Whitby School Annual Report 2011-2012 | 23

Caedmon Fellows ($2,500 - $4,999) Anonymous Alliance Bernstein Nelson Alves and Jennifer Martello Evgeniy Ardemasov and Veronika Ardemasova Ray and Lydia Bartoszek Chris and Barbara Baxter Richard and Wendy Bernero Matthew and Anne Louise Bostock Thomas Davidson and Jennifer Starobin Jacques Friedman and Carolyn Surgent Genworth Financial Markus and Bernadette Rohrbasser Douglas and Cecilia Gschwind Sharath and Haritha Choudhary Kumar Peter and Silvia Marsella Francis and Glamoria Pelham Jonathan and Joelle Resnick Gregg and April Riccio Schwab Charitable Fund Robert Smith and Margaret Hulce Marcus and Lis Cazzaretto Suppo Philip and Jenny Trahanas Richard and Shirley Viscarello

Montessori Mentors ($1,000 - $2,499) Anonymous (8) Steve and Jennifer Antczak Orlando and Samantha Ashford Chris and Stephanie Bastek Barbara Brent Kevin Buehler and Alisa Savetamal Joseph and Kristin Calve Esref and Patrice Cezzar Han Choi and Jian Ham Adam and Hillary Comora Chris Crowley and Sara Crabtree-Crowley Robert and Edlira Curis Anton and Benita Douglas GE Foundation Ken and Kaity Geren Kane Geyer and Heather Cotter Ilya and Orna Gusinski Connie Holst-Philipson Chad and Janee Hunter Peter and Marie Kijewski Holger and Mari-Carmen Laubenthal Marc and Katharina Lewis Richard and Viosa Lukaj Michael and Dina Lunder Patrick McIntyre and Caroline Kerr Ramon and Sandra Millan Charles and Sarah Mills Mark and Jacqueline Modzelewski Peter and Annabel Morrison Kevin and Joanne O’Neill Anthony and Anne Marie Palladino Rajiv and Isabelle Raval Ricardo and Juliana Rittes 24 | Whitby School Annual Report of Donors

John and Kathleen Servidea Jeffrey and Donna Shaw Robert and Normin Taylor Louise Underwood Rahman and Lyra Vahabzadeh William Vanneck Vanneck Bailey Foundation Xiaowen Wang and Zhen Qian

Associates (Up to $999) Anonymous (28) Janice Adkins Nikos and Vanessa Adovasio Claus and Malene Albreksten Morton Alper and Phyllis Wildman Danielle Arena Justin and Monica Aronson Lorraine Artale Philip and Janice Barkett Katherine Benatar Betty Lou Berger Eddy and Ibolya Borda Hank and Renee Bornstein Marilyn Brinkman Christopher and Jennifer Bryan Joseph Budzelek

Kevin Buehler and Alisa Savetamal David Bunt and Yukiko Ishii Edwin Burke and Yvonne Handler Burke Donald and Sue Carlson Diane Carlson Anna Caro Jonathan and Michelle Chein Peter Corl Gianluca Corrias and Alessandra Guidaldi Phil Cowdell and Cheryl Schreiber Andrea Dabney Nancy Davis David and Sarah Delaney Thomas and Lorraine Dimeo Ryan and Kristen Donovan Victor Fedotov and Regina Kudoyarova Jonathan and Lori Feldman Dana Finocchio Donald Fitzgerald and Sandra Alper Jenna Fox Scott and Victoria Friedlander Erik and Jill Furno Richard Hein and Julie Walker Ed and Sylvia Gentile Michael Gillespie and Nelyda Miguel Kevin and Noelle Granger Andrew Greene

“We have entrusted our children, their minds and development to the house that Whitby built. It’s foundation MUST remain strong.”

Whitby Parent

Gail Griffin Danielle Guaragna Michael and Elizabeth Guroian Jasper Hansen and Kirtsen MacDonald Carole Happen Andrew and Monica Hayes Jonathan and Susannah Hodgson Geoffrey and Daryl Hulme Roger Hurst and Chia-Yin Chiang Jim Irzyk Padmavathi Iyer Steven and Jodi Jacolow Jean-Claude and Reine Jean-Pierre John and Priscilla Jelliffe Leticia John John and Donna Kaiser Yuriy Kazmerchuk and Milada Kondratieva Gregory King and Caren Polner Mark Kleiman and Isabel Byron David and Laura Kletter Eric and Dawn Konzerowsky Benjamin and Biana Lanson Jill Lauren Bruce Lavine Amanda Lavoie Susan Leitner Zhen Li-Goldowsky Frank and Leigh Lionetti Howard and Kitiwan Liu Kenneth and Judy Chan Liu Diana Ljepola Gianfranco and Franca Quaglia Lot Sebastian and Renee Lux Thomas Lucas and Shari Krikorian John and Claudia Mac Lochlainn Alex Margolin and Lana Bernstein Sarah Marinelli Malina Marshall Torsten and Emily Marshall Gerritt and Nadia Meier Matthew and Elizabeth Melucci Mary Milo Julia Monge Kenneth Mountcastle Ammar and Nehla Murad Robert and Corell Murray Aron and Grace Natale Carroll Nugent Mark and Carolyn Killian O'Connor Graham and Megan Officer Anne Outwater Takashi and Sharlene Oyagi Pratap and Reema Pandey Gustavo Passarelli and Rosemarie Solano Robert and Geraldine Perfilio Dauvin and Vidisha Peterson Carlin Phelan Scott and Hope Pierce Michael and Isabel Queralt Abi Raval and Aditi Viswanathan Jasjit and Reshma Rekhi Jude Renzini

Michael and Veronica Richter Roy and Mamta Rodrigues Dima and Rena Rubinchik Patsy Sabido Sarda Family Charitable Fund Elise, Theron, and Carina Sarda Alyssa Scheper Andrea Schmitz Hal and Mary Pat Clarke Schroeder Maureen Scordato Riccardo and Doriana Russo Sicheri Ray and Houda Silcock Scott and Madeline Simon Gregory and Liz Sidmore Philip and Sally Skidmore Frank and Esther Smit Clyde and Anne Smith Danette Stephens Jerry and Joni Stone Timothy and Tracey McHale Stuart Paul Sullivan and Laura Pollock James and Elizabeth Swan Target Take Charge of Education Paul and Karen Taylor David and Jennifer Thompson Manny and Linda Troya UBS Steven and Gabrielle Valiquette Lauren Vilato Michael and Kim Tager Vilato Dod and Talor Wales Jonas Warming and Louise Barfod Wells Fargo Community Support Campaign

Robert and Catalina Wieser Susanne Wilke Jeffrey and Francine Wilkens Edward Winpenny Jr. Teresa Wong Xiangyang and Nancy Wu Roxanne Zampieri

Corporations, Foundations, and Matching Gift Companies Alliance Bernstein Arora Foundation Bank of America BP Foundation Citizens / RBS Fairfield County Community Foundation, Inc. Fidelity Charitable Gift Fund GE Foundation Genworth Financial Goldman Sachs The Hennessy Foundation Mastercard International Mizuho Securities Morgan Stanley RBS Pepsico Schwab Charitable Fund Target Take Charge of Education Third Avenue Holdings UBS Vanneck Bailey Foundation Wells Fargo Wells Fargo Community Support Campaign Whitby School Annual Report 2011-2012 | 25

Parent and Student Alumni Anonymous Nikos Adovasio Charles Carroll Erik Furno Kathleen Hennessy John and Priscilla Jelliffe Sarda Family Charitable Fund Jeffrey and Francine Wilkens

Grandparents Anonymous Morton Alper and Phyllis Wildman Jules and Nancy Aronson Phillip and Janice Barkett Thomas and Lorraine Dimeo Donald Fitzgerald and Sandra Alper Margaret Kavounas Julia Monge Robert and Corell Murray Burton Resnick Philip and Sally Skidmore

Students Ariana Netter Samantha Netter

Faculty and Staff Danielle Arena Lorraine Artale Katherine Benatar Richard Bernero Renee Bornstein Barbara Brent 26 | Whitby School Annual Report of Donors

Joseph Budzelek Diane Carlson Anna Caro Pamela Chapman Jonathan Chein Robert Curis Andrea Dabney Dana Finocchio Jenna Fox Andrew Greene Gail Griffin Danielle Guaragna Elizabeth Guroian Carol Happel Alissa Helgesen Jim Irzyk Padmavathi Iyer Priscilla Jeliffe Leticia John Amanda Lavoie Susan Leitner Zhen Li-Goldowsky Diana Ljepoja Sarah Marinelli Malina Marshall Elizabeth Melucci Nelyda Miguel Mary Milo Carlin Phelan Isabel Queralt Jude Renzini Meghan Rinehart Patsy Sabido Alyssa Scheper Andrea Schmitz Tim Schwartz Maureen Scordato Elizabeth Skidmore Kathleen Steinman Karen Taylor

Linda Troya Denise Vacca Kim Vilato Lauren Vilato Julia Walker Catalina Wieser Francine Wilkens Teresa Wong Roxanna Zampieri

In Memory of Sidney Carroll Janice Adkins Betty Lou Berger Marilyn Brinkman Charles and Penny Carroll Peter Corl Nancy Davis Mark Kleiman and Isabel Byron Jill Lauren Kenneth Mountcastle Carroll Nugent Anne Outwater Robert and Geraldine Perfilio Clyde and Anne Smith Edward Winpenny Jr.

Gifts In Kind Randolph and Monica Green Douglas and Jean Marie Jamieson John Kavounas and Laura Dahm Charles Morgan and Mary Schaffer Ani and Parviz Shakiban

â&#x20AC;Ś.and many other generous donors who we may not be aware of but who contributed items and donations to the school and classrooms over this past year.

Ready for an Ever Changing World

“With a Whitby education, everything is imaginable.”

Whitby Alumni

Whitby School wishes the Graduating Class of 2012 success as you go forth into an ever-changing world. Through your own efforts, with the guidance of your teachers and the support of your families, you are ready to achieve your dreams The Class of 2012 graduated on Thursday, June 7, 2012 during the 50th Commencement Exercises.

Whitby Class of 2012 Tyler James Chapman Claudia Faith Cowley Semyon Fedotov Lucia Marie Iannone Carl Antoine Jean-Pierre Miranda Elizabeth Kaiser Joseph Patrick Kijewski

Benjamin Spencer Lavine Henry Philipp Lewis Robert Paul Lewis Jenna Marsella Stefan Carlos Marshall Kaitlyn Rose Modzelewski Hugh O’Connor Austin Ryan Pierce Rianne Catelijne Smit Joshua Ryan Socher Jacqueline Eve Steinman

High Schools Attending in Fall Please join us in wishing the best for our graduates as they go on to continue their education at the following schools: Archbishop Stepinac High School, White Plains, NY Del Mar School, Del Mar, CA Greens Farms Academy, Westport, CT Greenwich High School, Greenwich, CT Hopkins School, New Haven, CT Iona Preparatory School, New Rochelle, NY KING, Stamford, CT Mamaroneck High School, Mamaroneck, NY Phillips Andover Academy, Andover, MA Waldheim, Baarn, Netherlands

Whitby School Annual Report 2011-2012 | 27

Ways of

Giving

There are several ways to make a gift to our school: direct gifts of cash or securities with associated tax benefits, and planned gifts which offer the opportunity to make a significant gift to Whitby over a period of time while also addressing personal financial goals by incorporating tax and estate planning.

Whitby Annual Fund – The only recurring, yearly fundraising campaign supported by all members of the Whitby community (parents, alumni, friends and faculty and staff). Gifts to the Annual Fund constitute the most important source of unrestricted funds available to the School outside of tuition, to both support the operating budget and enhance every aspect of the Whitby experience.

Annual Spring Benefit – Largest social event and fundraiser of the year, and traditionally includes dinner, dancing, entertainment and auctions. Organized by the Parents Association, and attended by most families and faculty and staff. Funds raised by this event support the operating budget, as well as supporting Strategic Plan Initiatives.

Whitby School Legacy Lecture Series – Parent and student alumni are encouraged to support this initiative to further the mission of Whitby, both beyond the campus, and beyond eighth grade, which funds an annual speaker series Whitby Angels Fund – For individuals or families who want to make a significant donation in any school year, in the absence of a formal Capital Campaign underway.

Requires a minimum donation of $30,000.

28 | Whitby School Annual Report of Donors

Capital Campaign – A multi-year strategic fundraising effort periodically used to request significant financial investments from Whitby families ([past and present) towards new and improved facilities and restricted funds/endowments to meet the long-term needs and preserve Whitby’s legacy well into the future.

Ways of Giving Direct Gifts Cash or Checks – Cash or checks may be made payable to Whitby School Online Giving – Whitby accepts Visa, MasterCard and American Express.

To make an online contribution, please go to www.whitbyschool.org/onlinegiving Matching Gifts – Many companies will match contributions made by an employee (or by an employee’s spouse) to a not-for-profit institution.

Gift of Securities – Gifts of appreciated securities are an excellent way to make a gift. Donors receive a deduction for the entire amount of the stock transferred and avoid taxes on capital gains. Please contact the Development Office for instructions.

Planned Gifts Planned giving provides Whitby School income while providing economic benefits to your estate. Estate planning is constantly changing, so you are advised to consult with your financial advisors to consider options that would benefit you most. Options to consider include the following: Bequests – cash, property or share of an estate in your will - allows you to make a gift in the future to Whitby without affecting your cash flow or portfolio now.

Charitable Gift Annuity or Charitable Remainder Trust – allows you to retain income benefits from the assets you give to Whitby, and thus afford a larger gift.

Charitable Lead Trust – support programs at Whitby for a fixed period of time with the principal going to your heirs.

Gifts of Life Insurance – create a policy or donate a paid-up policy whose coverage you no longer need.

For more information on giving opportunities available at Whitby School, please contact the Development Office, at development@whitbyschool.org or 203-302-3958. All requests for information will be kept confidential.

Design and Photography: Peapod Design, New Canaan, CT

Direct Gifts Outright gifts of cash or securities provides Whitby School with immediate income while providing immediate associated tax benefits. Options to consider include the following:

Hvala Rahmat Faleminderit Tak Terima Kasih Blagodaria Shakkran Efharisto Toda Obrigado Dekuji Na som Merci Danke Dank U wel Dhannyabad Vinaka Saha Takk

Thank you!

Whitby is grateful to the many families and friends who give so generously of their time, skills, and financial resources to the school.

Our Trustees, the Parents Association, Divisional Leaders, Class Parents, Committee Members, and all the other friends, faculty, and families listed in this report represent only a fraction of the many volunteers and supporters who help in countless ways throughout the year. For all of you, we Thank You!

Khop Khun Mak Shukran Waybale Xie Xie Baie Dankie Paldies Grazie Spasiba Gracias Ashante Sana Arigato Dziekuje Kamsa hamaida

Whitby School 969 Lake Avenue Greenwich, CT 06831 www.whitbyschool.org

“We make a living by what we get, But we make a life by what we give.”

Winston Churchill

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