Annual Report 2020-2021

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A MESSAGE FROM PORTLEDGE STRONG

the President of the Board of Trustees

Annual Report 2020-2021

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A MESSAGE FROM the Head of School

Board of

A MESSAGE FROM the President of the Board of Trustees

We are strong thanks to your support.

Trustees

Maryellen Mooney, President Lindsey Barnett, Vice President Dana Pagliara, Vice President Donald D. Wilson, Treasurer Claude A. Bahnik ’90, Secretary Donna Burke Susan Foley Joel Friedman Michael Glanzberg Peter Guo Dr. Kevin Mercier David Schamis Dorthe Tate Elizabeth Venuti Shawnée Warfield Lisa Warren

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A MESSAGE FROM the Head of School

A MESSAGE FROM the President of the Board of Trustees

Dear Members of the Portledge Community, This important document provides a relatively detailed review of the school’s financial standing. It serves to celebrate and recognize all those who have philanthropically supported Portledge. The Annual Report gives a view of our revenue flows against our costs. As you know, your investment directly and positively impacts all facets of our school, from faculty training and professional development to enrich the experience of all of our students and from security enhancements to protecting against the recent health crisis. In short, it provides resources needed to enhance the daily experience of the students. It allows us to deliver an innovative and effective learning environment. This report cannot show the story behind the numbers, one of commitment and sacrifice to keep us Portledge Strong during the most beastly experiences. Simply put, this year, your support kept our community whole and well. Despite these health battles, 2020-2021 has been another landmark year for Portledge. While experiencing the eye of the storm, the Strategic Vision and Planning Board Committee (along with the administrative team) managed to forge a strong outline for our path forward. This year-long mini Strategic Plan helped navigate us to the other side of the storm. We are now at the halfway point of this process. We have made great strides in all of the ambitious goal areas. Key areas of focus were: ‘how to return to school as we knew it,’ health and wellness, strengthening our community through Diversity Equity and Inclusion (DEI), beginning phase 1 of the Master Plan road work, and encouraging philanthropy. As we continue to work towards achieving our targets, your support to The Portledge Fund allows us the opportunity to allocate resources strategically to maintain and strengthen our forward momentum in this plan. Our Campus Master Plan is progressing positively, and this will indeed be a massive lift for all involved. We have already taken the first step to begin the road work. We trust this part of the project will be complete in time for the students to return to campus in the fall. The dedication shown by those who actively work to make the plan a success is a true testament to the strength of support that we receive from our community. As road work ensues, we will concurrently work on the architectural plans for the proposed Athletic and Wellness Center. We will make this facility fully operational sometime in 2022. We have been

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carefully preparing for the financial impact of this new facility and contemplating the substantial curricular and programmatic opportunities for our students. Two critical aspects of community building also became a focus in 2020-21; Health and Wellness and DEI. We already have robust health, physical education, mindfulness, and digital citizenship (to mention a few). Our goal now is to strengthen and align these programs with other aspects of school life. As I said in my comments for this report last year, our commitment to the four Portledge Pillars will play an increasingly vital role in shaping our community values. We need to do all we can to develop exemplary citizens. We intend to use our training in the DEI area for this purpose. We believe it essential that all community members are involved in this work and that all benefit from its outcomes. We have made great strides in this area and plan to build on these foundations to further our school’s mission. As for the philanthropic goal in the mini-plan, well, evidence is abundant that our community has risen to the challenge to support our kids. Support during the crisis has not waivered, and commitment and love for our school are as strong as ever. As we now set our sights on the start of a new school year, I want to extend my heartfelt appreciation for the continued, vigorous, and generous contributions you have made to our 2020-21 school year and The Portledge Fund. Whether it be with your valuable time, sharing your skills, or your charitable donations, please know that the faculty, staff, administration, and students are eternally grateful to you for keeping us all Portledge Strong. With warmest regards,

Dear Friends of Portledge, I want to thank you personally for your contribution to this year’s annual fund. I want you to know that your gift this year made a tremendous difference in the lives of more than 535 students at Portledge. You made the right decision when you opened your heart and wallet to these children, and we all appreciate what you have done. Your contributions have had a direct and substantial effect on Portledge. Your gifts have helped attract the best teachers and students, helped the school keep up with cutting edge technology in the classroom, helped to keep our sports teams in the best shape, our aspiring artists attending the best museums, helped to send our burgeoning scientists and mathematicians to world renowned laboratories as they strive to understand our world. Your gift to the annual fund created access, independent minds, life opportunities, and excited our children about learning. Your commitment to our school is extraordinary. Your passion is palpable. Your enthusiasm is contagious. From the bottom of my heart, I thank you for all that you do for Portledge, the school thanks you and the children thank you…your support matters to them, perhaps more than you know. Enjoy your summer. Celebrate the good. Celebrate your family. Look forward to what is ahead because the best is still on the horizon. Sincerely,

Simon Owen-Williams Head of School Maryellen Mooney President, Board of Trustees Olivia Mooney ‘21 Quentin Mooney ‘21

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2020-2021 Operating Revenue

Financial Statements

Instructional

79 M 4 1 2 10 +

2020-2021 SCHOOL YEAR, unaudited

Tuition & Fees

State Aid

Annual Fund

Operating Revenue

Other Restricted Giving Fund Raising

Summer & After School

Student Activites & Other Income

Interest

81.36% 10.73% 2.39% 0.07% 1.13% 0.41% 1.85% 0.04% 100% 6

M 4 20 26 1 2 + 45

2020-2021 Operating Expenses

Tuition & Fees State Aid Annual Fund Other Restricted Giving Fund Raising Summer & After School Student Activities & Other Income Interest Total

$19,469,309 $2,506,998 $559,044 $17,000 $264,318 $95,180 $914,540 $9,377 $23,354,407

Student Activities Summer & After School Plant Expenses

Operating Expenses

COVID Expenses

Capital Improvements

Administration and General

Student Aid

44.94% 1.62% 0.71% 1.16% 26.06% 20.65% 1.05% 3.81%

Instructional Student Activities Summer & After School Plant Expenses Administration and General Student Aid Capital Improvements COVID Expenses

100%

Total

Net Surplus Endowment Fund Income Average Cost per Student Average Tuition per Student

Difference between average tuition and average cost per student

$9,079,184 $327,706 $142,658 $235,009 $5,264,906 $4,170,922 $212,060 $769,943 $20,202,388 $3,152,019 $102,000 $37,761 $36,391 $1,370 7


2020-2021 BENEFACTORS

Founders Society ($25,000+) Mr. and Mrs. Claude A. Bahnik ‘90 Mr. and Mrs. Roger L. Bahnik Mr. O. Francis Biondi and Mrs. Jamie Nicholls Biondi Mr. James Dolan and Mrs. Kristin A. Dolan Dr. Kevin J. Mercier and Mrs. Michèle Bahnik-Mercier ‘93 Mr. and Mrs. Steven Schonfeld Head of School Society ($15,000+) Mr. and Mrs. Phillip J. Han ‘98 Directors Society ($10,000+) Mr. and Mrs. Duke and Lindsey Barnett Mr. and Mrs. William F. Burke Mr. and Mrs. Scott Burman Mr. and Mrs. Jack Foley Joel and Jami Friedman Gold Coast Football Club (GCFC) Mr. and Mrs. Peter Guo Mr. and Mrs. William G. Mooney ‘87 Mr. and Mrs. Louis M. Pagliara Mr. and Mrs. David Schamis Mr. and Mrs. G. Truett Tate Mr. and Mrs. Donald Wilson

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2020-2021 PARENTS

Towers Society ($5,000+) Ms. Lee Cohen Baker Robert W. Baker, MD Mr. and Mrs. Royce Barrera, Sr. Frederic R. Coudert Foundation The Cattier Family Mr. and Mrs. Bjorn Franson Mssrs. Michael Glanzberg and Timothy Lyall Mr. and Mrs. Shailesh S. Jain Yong Lee and Chloe Yang Mr. Xiaoqiang Miao and Ms. Jun Lu Mr. and Mrs. John Schnabel Mr. and Mrs. John P. Singer Mr. and Mrs. John Stacconi Mr. Alexander Craigmyle Tetreault Dr. Richard Valentine and Ms. Michelle Giordano Mr. and Mrs. John Vissicchio Mr. and Mrs. Michael Walrath Mr. Jianming You and Ms. Jing Zhao Mr. Daping Zhu and Ms. Yan Liu Deans Society ($2,500+) Mr. and Mrs. Martin Bloch Mr. and Mrs. Michael T. Borgia Mr. and Mrs. Richard C. Cammerer, Jr. Mr. and Mrs. Peter Castellana, Jr. Mr. and Mrs. Michael Cave

An asterisk (*) indicates Leadership gifts. Boldface font indicates donation of three or more consecutive years. Italic indicates restrictive gifts to operations.

Mr. Xiangdong Chen and Ms. Yan Ren Mr. Philip Cherian and Dr. Sarah Cherian Mr. and Mrs. John H. Cobb, Jr. Mr. and Mrs. Harris Cohen Mr. and Mrs. Craig Cooper Ms. Aimee DiBartolomeo-Cody Mr. and Mrs. Kenneth Faltischek Mr. and Mrs. Carmine Giovino Mr. and Mrs. Jonathan Green Mr. and Mrs. Seth Hemley Ms. Cindy Jiang and Ms. Grace Jiang Mr. and Mrs. Scott A. Katzmann Mr. and Mrs. Robert Kellan Mr. and Mrs. Alex Koundourakis Mr. and Mrs. Jonathan Leonard Mr. Vladimir Levyy and Ms. Elvina Levaya Mr. and Mrs. Brian D. Lorber Mr. Shengju Lu and Ms. Kelly Chen Mr. Wayne Marciano and Dr. Andrea Carlsen Dr. Luis Marcos and Mrs. Claudia Quiroz-Marcos Dr. and Mrs. Brian Marder Dr. Gregory Nishimura Dr. Carolyn Oh Mr. and Mrs. Fabrizio Pietronigro Mr. Joshua Ratner and Dr. Samantha Ratner Mr. James Robinson Mr. and Mrs. David M. Shalam Ms. Xiao Tong Mr. and Mrs. Michael Venuti Mr. and Mrs. Lewis Warren Mr. and Mrs. Luca Williams Mr. Weixin Xia and Ms. Fangjing Wang Mr. Jun Yan and Ms. Wenshan Hou Mr. Guohua Yang and Ms. Xiaorong Xu Blue and White Society Young Alumni of Classes ’10-’20 ($250-$999) Mr. Evan Adonailo ‘13 Mr. Theodore Haggerty ‘13 Mr. Alexander Meshel ‘14 Ms. Zoe Meshel ‘19 Ms. Wyatt Todd ‘14

Parents Mr. and Mrs. William Alvarez Anonymous Mr. and Mrs. Julian Antonovici Mr. and Mrs. Mario Arrascue Mr. and Mrs. Claude A. Bahnik ‘90* Ms. Lee Cohen Baker* Robert W. Baker, MD* Mr. and Mrs. Nicholas Baratoff Mr. and Mrs. Duke and Lindsey Barnett* Mr. Sean Barnwell and Dr. Nathilee Caldeira Mr. and Mrs. Royce Barrera Sr.* Mr. and Mrs. Stephen Benjamin Mr. and Mrs. Thoma Beno Mr. O. Francis Biondi and Mrs. Jamie Nicholls Biondi* Mr. and Mrs. Martin Bloch* Dr. and Mrs. Adam Bodian Mr. Anthony Brita and Ms. Karen M. Crowley Mr. John Brush and Dr. Alison Brush Mr. and Mrs. William F. Burke* Mr. and Mrs. Scott Burman* Mr. and Mrs. Richard C. Cammerer Jr.* Mr. Edward G. Capps and Ms. Alexandra Brovey Mr. and Mrs. Michael Cave* Mr. and Mrs. Paul J. Cavrell Mr. Xiangdong Chen and Ms. Yan Ren* Mr. Philip Cherian and Dr. Sarah Cherian* Mr. and Mrs. James Chitty Mr. Sunny Chiu and Mrs. Carolyn A. Slanetz Chiu ‘85 Mr. and Mrs. John H. Cobb Jr.* Mr. Allan Cohen and Ms. Maria P. Gray Mr. and Mrs. Harris Cohen* Dr. and Mrs. Jeffrey Cohen Mr. and Mrs. Michael Coope Mr. and Mrs. Craig Cooper* Mr. and Mrs. Peter Cox Ms. Mary Coyle Mr. and Mrs. Javier Cruz Ms. Melissa C. Damm Mr. Christopher L. Davis and Mrs. Kelley Verrochi Davis Ms. Kerry DeLuca 9


2020-2021 PARENTS Mr. and Mrs. Morgan J. Dennehy Dr. and Mrs. Vincent Deramo Mr. and Mrs. Kevin T. Desmond Ms. Aimee DiBartolomeo Cody* Mr. and Mrs. Richard DiPietro Mr. James L. Dolan and Mrs. Kristin A. Dolan* Ms. Lauren Domaradzki Dr. Sima Doshi-Carnevale Ms. Sarah Eltabib Mr. and Mrs. Michael Espinal Mr. and Mrs. Kenneth Faltischek* Mr. Edward Feldstein and Mrs. Amy Feldstein Mr. Richard Fentin Mr. and Mrs. Nicholas Ferruggia Jr. Mr. and Mrs. Jack Foley* Mr. and Mrs. Bjorn Franson* Joel and Jami Friedman* Dr. Daniel Galvin and Dr. Flavia Gusmano Mr. and Mrs. Carmine Giovino* Mssrs. Michael Glanzberg and Timothy Lyall* Mr. and Mrs. Alonna Glass Mr. and Mrs. John Godsell Dr. Geoff D. Goodman and Dr. Valeda F. Dent Mr. and Mrs. Jonathan Green* Mr. and Mrs. Peter Guo* Mr. Robert D. Hare and Mrs. Kimberly P. Moglia Hare Mr. and Mrs. Andrew Hazen Mr. and Mrs. Sean Heaphy Mr. and Mrs. Seth Hemley* Mr. and Mrs. Douglas Holt Mr. Steve Hong and Ms. Sandra Moon Mr. and Mrs. Carl J. Huber, Jr. ‘99 Mr. and Mrs. Dexter Jackson Mr. and Mrs. Shailesh S. Jain* Ms. Cindy Jiang and Ms. Grace Jiang* Mr. Craig Johnson and Ms. Elizabeth Kase Ms. Kristen Jones Mr. Nicholas Jones Mr. Sean Hamilton and Ms. Jacqueline Jones Ford Mr. and Mrs. Olivier Juguet Mr. and Mrs. Joseph S. Kasenchak Ms. Amie Kashinsky Mr. and Mrs. Michael D. Kasper 10

2020-2021 PARENTS Mr. and Mrs. Scott A. Katzmann* Mr. and Mrs. Robert Kellan* Dr. Robert Kleinwaks and Ms. Dari Marder Kleinwaks Mr. Terry Kong and Mrs. Samantha Rodriguez-Kong Mr. and Mrs. Alex Koundourakis* Ms. Aiesha Lattibouediere Mr. and Mrs. John Lawn Yong Lee and Chloe Yang* Mr. and Mrs. Jeffrey Leighton Mr. and Mrs. Jonathan Leonard* Mr. and Mrs. Matthew Levy Mr. and Mrs. Dylan Levy Mr. Vladimir Levyy and Ms. Elvina Levaya* Mr. Kai Li and Ms. Qiu Wu Mr. and Mrs. Lenny Ligotti Mr. and Mrs. Bradley Lopez Mr. and Mrs. Brian D. Lorber* Mr. Shengju Lu and Ms. Kelly Chen* Mr. and Mrs. Keith Lucas Mr. and Mrs. Michael A. Luethi Mr. and Mrs. Teddy Lynn Mr. Yilong Ma and Ms. Shichun Peng Mr. Samuel Mamo and Ms. Sharon Mesfen Mr. Wayne Marciano and Dr. Andrea Carlsen* Dr. Luis Marcos and Mrs. Claudia Quiroz Marcos* Dr. and Mrs. Brian Marder* Mr. and Mrs. Frank A. Mastacciuola Mr. and Mrs. Amit Mehta Dr. Kevin J. Mercier and Mrs. Michèle Bahnik-Mercier ‘93* Mr. and Mrs. Dimitri J. Meskouris Mr. and Mrs. Willets S. Meyer Mr. Xiaoqiang Miao and Ms. Jun Lu* Mr. Stanley Midura Mr. and Mrs. Scott Milano Mr. Clive Mohammed and Ms. Nazeema Rasheed Mr. and Mrs. William G. Mooney ‘87* Mr. Jeffrey Lee Moore and Mrs. Susan Wiggins Moore Dr. Hamid R. Mostafavi and Dr. Reyhaneh Foyouzi-Youssefi Mr. and Mrs. Tim Mummers Mr. and Mrs. Gregory Murphy Mr. and Mrs. David Neugebauer

Dr. Gregory Nishimura* Dr. Obi Nwasokwa Dr. Carolyn Oh* Mr. Carlos Orellana and Ms. Lisa Stein Orellana Mr. and Mrs. Kerry O’Sullivan Mr. and Mrs. Al Palagonia Mr. and Mrs. Fabrizio Pietronigro* Mr. Scott G. Pobiner and Mrs. Alyson J. Liss Pobiner Mr. and Mrs. Cary N. Potter Mr. and Mrs. Mark Prybutok Mr. Joshua Ratner and Dr. Samantha Ratner* Mr. and Mrs. Neil Rigg Mr. Pete J. Rotolo and Mrs. Katie Hunt-Rotolo Mr. and Mrs. Valeri Rousskikh Mr. and Mrs. Louis Ruggiero Mr. and Mrs. Mark Sandy Mr. and Mrs. Louis Santorello Mr. and Mrs. James Sanveren Mr. and Mrs. Ari D. Sass Mr. and Mrs. Andrew Scandalios Mr. and Mrs. David Schamis*

Mr. and Mrs. George Schidlovsky Mr. and Mrs. John S. Schnabel* Mr. and Mrs. Steven Schonfeld* Mr. and Mrs. William Schroeder Mr. and Mrs. Richard Schwam Mr. and Mrs. Michael Schwartz Mr. and Mrs. Michael Sciabarra Mr. and Mrs. David Shalam* Dr. and Mrs. Scott A. Siegel Mr. and Mrs. Michael Sillat Mr. Alfonso Silva Mr. and Mrs. Steven Simms Mr. and Mrs. John Singer* Ms. Allison Soltani Mr. and Mrs. Aseem Srivastava Mr. and Mrs. John Stacconi* Mr. and Mrs. Harris Stein Mr. and Mrs. Michael Stevens Mr. Fenghua Su and Ms. Xiaoyan Zhang Mr. Jeffrey Suzda and Ms. Meryem Kettani Mr. Howard Szarfarc and Ms. Gemma Toner 11


2020-2021 PARENTS

Mr. and Mrs. G. Truett Tate* Mr. and Mrs. Alan Tenenbaum Mr. and Mrs. Joseph Terranova Mr. Ian Thomas and Mrs. Traci L. Douglas Ms. Xiao Tong* Ms. Therese Torchon Mr. Décio R. Santos Ribeiro and Dr. Lara Tucker Dr. Richard Valentine and Ms. Michelle Giordano* Mr. Frederick S. Van Pelt and Mrs. Angelica Van Pelt ‘06 Mr. Paul M. Verrochi Mr. and Mrs. John Vissicchio* Mr. and Mrs. Michael Walrath* Mr. and Mrs. Johnny Warfield Mr. and Mrs. Luca Williams* Mr. and Mrs. Donald Wilson* Mr. and Mrs. Nicholas Woll Mr. and Mrs. Christopher Worth Mr. and Mrs. Robert J. Wu Mr. Weixin Xia and Ms. Fangjing Wang* Mr. Jun Yan and Ms. Wenshan Hou* Mr. Guohua Yang and Ms. Xiaorong Xu* Mr. Jianming You and Ms. Jing Zhao* 12

2020-2021 ALUMNI

Mr. Khaled Zahran and Ms. Maritsa Valerio Mr. and Mrs. Ira Zaroff Mr. Jiaqi Zhang and Ms. Feng Yang Mr. Daping Zhu and Ms. Yan Liu* Mr. and Mrs. Nicholas Zografos Grandparents Mr. and Mrs. Roger L. Bahnik* Mr. and Mrs. Peter Castellana Jr* Mr. and Mrs. Carl Doerge Ms. Cheryl Green Mr. and Mrs. William Hangley Mr. Harold Knecht and Ms. Yvonne Powers Mr. and Mrs. David Long Senator Carl Marcellino and Dr. Patricia Marcellino Mr. and Mrs. Michael C. Pascucci Mr. and Mrs. J. Richard Prior Mr. and Mrs. Paul Schmergel Dr. and Mrs. Jerome Siller Mr. and Mrs. Lawrence Simon Ms. Shu Jie Yang

Alumni and Former Parents Mr. Scott Gabriel and Ms. Stephany Arcentales Ms. Ruth Ashby Mr. and Mrs. Christian Askeland Mr. and Mrs. Roger L. Bahnik* Dr. Robert Muratore and Ms. Doris Benter Mr. and Mrs. Michael T. Borgia* Mr. Jeffrey Butler and Mrs. Barbara Stanton Butler Drs. Ronald and Catherine Caronia Mr. and Mrs. Robert Chasanoff The Cattier Family* Mrs. Jean C. Conran Ms. Carolyn Doran Moses Mr. and Mrs. Michael Earley Mr. and Mrs. Alex Edwards-Bourdrez Ms. Olga Florentino Mr. and Mrs. G. Robert Gage Jr. Mr. Thomas S. T. Gimbel Mr. and Mrs. Huson R. Gregory Mr. Jesse Firestone and Ms. Katherine Henry ‘99 Dr. and Mrs. David Hirschwerk Ms. Valerie Honett Dr. Glenn Jakobsen Dr. Kwan L. Jakobsen Drs. Delcasse and Monica Joseph Mr. John Karabatos and Ms. Rosalie Koenig Mr. and Mrs. David Karp Mr. and Mrs. Gerard Krause Mr. and Mrs. Roger LaFlair Ms. Jane E. Larkin Reverend and Mrs. T. Carlton Lee Mr. and Mrs. Keith Lucas Mr. John McIlvain and Mrs. Elizabeth Sky-McIlvain Mr. Thomas Maguire and Mrs. Kim Maguire ‘88

Mr. and Mrs. Paul A. Mathieu Mr. and Mrs. Adam Meshel Mr. Robert J. Meyer Dr. and Mrs. John Osei Tutu Mr. and Mrs. Louis M. Pagliara* Mrs. Walter L. Ross II Mr. and Mrs. Eric Scheblein Mr. and Mrs. John P. Schmergel Mr. and Mrs. Kirk Schuessler Dr. and Mrs. Jerome Siller Susan and Richard Simon Ms. Amanda Slinger Mr. and Mrs. David W. Smith Mr. and Mrs. Michael Venuti* Mr. and Mrs. Lewis Warren* Mr. and Mrs. Harrison M. Wilson Dr. and Mrs. Edward Yardeni Mr. and Mrs. Peter J. Yoder IV Mr. Samer Hakoura and Ms. Kim Zamel ‘95 Alumni Mr. Evan M. Adonailo ‘13 Anonymous Mr. Claude A. Bahnik ‘90* Mrs. Michèle Bahnik-Mercier ‘93* Mrs. Liza Gregory Bass ‘83 Mrs. Pamela Stirrat Calliari ‘77 Mrs. Carolyn A. Slanetz Chiu ‘85 Ms. Samantha H. DaSilva ‘09 Mr. John Davenport ‘82 Mr. Thomas Decker ‘87 Mrs. Anne Glaws Davenport ‘83 Mr. Maxwell R. Gould ‘20 Mr. Christian Guzzano ‘93 Mr. Theodore Haggerty ‘13 Mr. Phillip J. Han ‘98* Ms. Katherine Henry ‘99 Mrs. Anne Schmutz-z`x`Hovey ‘82 Mr. Carl J. Huber, Jr. ‘99 Ms. Monique Kelly ‘10 Mrs. Kim Maguire ‘88 Mr. Christopher P. Masotto ‘94

Mr. Alexander Meshel ‘14 Ms. Zoe Meshel ‘19 Mr. Matthew J. Meyer ‘13 Mr. William G. Mooney ‘87* Ms. Cecilia F. Mulry ‘13 Mr. Neil Nelanuthala ‘13 Mr. Vivek Nelanuthala ‘10 Mr. John Osei-Tutu ‘06 Mr. Steven B. Pardo ‘09 Mr. Sam Pelcher ‘17 Mr. Zachary Pilson ‘12 Ms. Adeline Reilly ‘10 Mr. Roland Santos ‘83 Dr. Priscilla Slanetz Sayegh ‘82 Mr. Jake Scheblein ‘15 Mr. Jared Schroder ‘07 Ms. Sharyn M. Silber ‘04 Ms. Phoebe G. Slanetz ‘92 Ms. Dorothy Q. Thomas ‘77 Mr. Sam A. Ticker ‘09 Ms. Wyatt Todd ‘14 Mrs. Angelica Verrelli Van Pelt ‘06 Mrs. Christina Eccleston-Villecco ‘00 Ms. Maisha O. Walker ‘90 Mrs. Amy Rosen Williams ‘88 Mr. David d. L. Wilson ‘10 Ms. Jennifer Wingate ‘90 Mr. Terence Woolf ‘95 Ms. Kim Zamel ‘95

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2020-2021 EMPLOYEES Employees Mrs. Sonna Allen Mrs. Cassandra Amaya Ms. Jessica Ambrosio Mrs. Nancy Aranda Ms. Stephany Arcentales Mrs. Silvia Arrascue Ms. Ruth Ashby Mrs. Tara Askeland Dr. Elizabeth Atkins Mrs. Kim Baratoff Mr. Sean Barnwell Mr. Robert Beaton Ms. Rabaya Begum Ms. Doris Benter Ms. Niketa Bhatia Ms. Felicia Biscardi Dr. Alison Brush Mr. Shane Cappuccio Mrs. Deni Cavrell Mrs. Carolyn A. Slanetz Chiu ‘85 Mr. Kevin Coleman Mrs. Andrea Coope Mr. Michael Coope Mr. Chris Corby Mrs. Kelly Corby Mr. Peter Cox Ms. Karen M. Crowley Mrs. Vanessa Cruz Ms. Melissa C. Damm Mrs. Valerie D’Arco Ms. Karen Ann DeVito Mrs. Leigh DeMaria Mr. Richard DiPietro Ms. Lauren Domaradzki Mrs. Traci Douglas Mr. Jason Dula Mrs. Josephine Earley Mrs. Susan Edwards-Bourdrez Ms. Mia Favretto Mrs. Rachael Ferruggia Ms. Olga Florentino Ms. Alexandra Gerin Mr. Carmine Giovino* 14

Mrs. Michelle Gloria Ms. Melissa Gold Ms. Naomi Goldberg Ms. Shana Goldstein Ms. Valarie Gosset Mr. John Greene Mr. Huson R. Gregory Ms. Janice Groden Mr. Harry Grzelewski Mr. Steve Hahn Mrs. Trim Hahn Ms. Stephanie Heins Ms. Katie Henry ‘99 Mr. Philip K. Hills III Mr. David W. Hoyler Mrs. Kristin Huber Mr. Albert Intreglia Ms. Jessie Jang Ms. Monique Kelly ‘10 Ms. Sara Khan Ms. Dorothy Kleinman Mr. Thomas Kolb Mr. Gerard Krause Mrs. Shoshana Krieger-Joven Mr. Roger LaFlair Mrs. Julie Lambiaso Mr. Francisco Lameiro Ms. Jane E. Larkin Mrs. Saralyn Lawn Ms. Nicole Lesar Mrs. Victoria Levy Ms. Samantha Losco Mrs. Hilary Lucas Mrs. Carol Luzynski Mr. John McIlvain Ms. Victoria Mack Mrs. Kim Maguire ‘88 Ms. Lauren Mahoney Mrs. Amy Manzone Ms. Betty Margolin Mrs. Marie Therese Mathieu Ms. Cecilia F. Mulry ‘13 Dr. Robert Muratore

2020-2021 AUCTION SPONSORS Ms. Jill Murray Mr. Patrick Myers Mr. Daniel Naftalis Mr. Danny Nelson Ms. Penne Nieporte Mrs. Andrea O’Sullivan Mr. Simon Owen-Williams Ms. Laura Paik Ms. Dreia Parker Mr. Zachary Pilson ‘12 Mrs. Danielle Reynolds Mr. Neil Rigg Mrs. Trish Rigg Ms. Patricia Rooney Ms. Kimberly Rowe Ms. Edie Saltarelli Dr. David Sarles Mrs. Evelina P. Sarles Ms. Andrea Scarcella Ms. Alexandria Schiller Mrs. Sheena Schlegel Mrs. Elaina Schroeder Mrs. Holly Schuessler Mrs. Zoe Schwam Mr. Michael Schwartz Mrs. Sandra Schwartz Mrs. Janine Sillat Ms. Susan Simon Mr. Alexander Simson Ms. Amanda Slinger Mrs. Wendy Smith Mrs. Patricia Stein Mr. Brendan Sullivan Mr. Jeffrey Suzda Mrs. Betsy Todd Dr. Lara Tucker Mrs. Angie Twist Ms. Philippa Varkaris Mrs. Christina Villecco ‘00 Ms. Kelly Walles Ms. Eden White Mr. Isaiah Wilson Mr. Patrick Wingler

Mrs. Fran Woll Mr. Nicholas Woll Mrs. Melissa Worth Mrs. Luisa Wu Mrs. Rebekah Yahoves Mrs. Jane Zisa

New York Community Trust Mr. James Robinson John P. Schmergel Family Trust Steven B. Schonfeld Foundation (A/P)* Verrochi Family Charitable Trust

Foundations, Corporations and Friends AllianceBernstein The Bahnik Foundation, Inc.* Jamie Nicholls and Fran Biondi Charitable Trust* BNY Mellon Community Partnership* The Borgia Family Foundation* The Craigmyle Foundation* The Dolan Family Foundation* Fidelity Charitable Gift Fund Frederic R. Coudert Foundation* Goldman Sachs Gives* Dr. Peter Kopke Mr. and Mrs. William W. Lloyd

Auction Sponsors Mr. and Mrs. William Alvarez Mr. and Mrs. Christian Askeland Mr. and Mrs. Claude A. Bahnik ‘90 Mr. and Mrs. Duke and Lindsey Barnett Mr. O. Francis Biondi and Mrs. Jamie Nicholls-Biondi Mr. and Mrs. Martin Bloch Dr. and Mrs. Adam Bodian Mr. and Mrs. Richard C. Cammerer Jr. Mr. Andreas Schenk Caviezel and Ms. Martina Caviezel Mr. Lidong Chen and Ms. Xiaoyun Tao

Mr. Xiangdong Chen and Ms. Yan Ren Mr. Philip Cherian and Dr. Sarah Cherian Mr. and Mrs. James Chitty Ms. Mary Coyle Fifth Avenue of Long Island Realty Associates Mr. and Mrs. Jack Foley Mr. and Mrs. Joel Friedman Mssrs. Michael Glanzberg and Timothy Lyall Mr. Harry Grzelewski Mr. and Mrs. James V. Guarino Mr. and Mrs. Peter Guo Mr. Robert D. Hare and Mrs. Kimberly P. Moglia-Hare Mr. and Mrs. Andrew Hazen Mr. and Mrs. Douglas Holt Mr. and Mrs. Carl J. Huber, Jr. ‘99 Mr. Craig Johnson and Ms. Elizabeth Kase Yong Lee and Chloe Yang 15


2020-2021 AUCTION SPONSORS Mr. and Mrs. Bradley Lopez Mr. Shengju Lu and Ms. Kelly Chen Dr. Luis Marcos and Mrs. Claudia Quiroz-Marcos Dr. Kevin J. Mercier and Mrs. Michèle Bahnik-Mercier ‘93 Metro Team Sports Mr. and Mrs. Scott Milano Mill Creek Tavern Mr. and Mrs. William G. Mooney ‘87 Dr. Hamid R. Mostafavi and Dr. Reyhaneh Foyouzi-Youssefi Mr. Carlos Orellana and Ms. Lisa Stein Orellana Mr. and Mrs. Louis M. Pagliara Mr. and Mrs. Al Palagonia Ms. Dreia Parker Mr. and Mrs. David Schamis Mr. and Mrs. Jamie Terranova Ms. Xiao Tong Mr. Frederick S. Van Pelt and Mrs. Angelica Van Pelt ‘06 Ms. Kelly Walles Mr. and Mrs. Lewis Warren Mr. and Mrs. Luca Williams Mr. and Mrs. Donald Wilson Mr. Jun Yan and Ms. Wenshan Hou Mr. and Mrs. Jordan A. Ziegler Mr. and Mrs. Nicholas Zografos Auction Supporters Advantage Testing of Long Island Mr. Roger J. Ahee and Mrs. Marie E. Gaston-Ahee AllianceBernstein Mr. and Mrs. Larry Alper Mr. and Mrs. William Alvarez Mr. Abrar Aman and Ms. Rajni Misra Mr. and Mrs. Edward Anderson Mr. and Mrs. George Anderson III Mr. and Mrs. Anthony Aureliano Austin & Co., Inc. Mr. and Mrs. Pete Austin Mr. and Mrs. Claude A. Bahnik ‘90 Mr. and Mrs. Roger L. Bahnik Mr. and Mrs. Nicholas Baratoff 16

Mr. and Mrs. Steven Bardong Dr. and Mrs. Alexander Barkan Mr. and Mrs. Duke and Lindsey Barnett Mr. Sean Barnwell and Dr. Nathilee Caldeira Mr. and Mrs. Greg Bedard Mr. and Mrs. Stephen Benjamin Mr. and Mrs. Thoma Beno Mr. and Mrs. Raymond L. Bernard Mr. and Mrs. Joseph Bernardo Mr. and Mrs. Brian Berretta Mr. Shawn Bettencourt and Ms. Camlyn Gravesande Mr. and Mrs. Robert Bier Mr. O. Francis Biondi and Mrs. Jamie Nicholls Biondi Mr. and Mrs. Martin Bloch Bobby B’s Custom Flooring Dr. and Mrs. Adam Bodian Bond, Schoeneck, and King PLLC Mr. Anthony Brita and Ms. Karen M. Crowley Ms. Pauline Brown Ms. Dawn Buonocore-Atlas Mr. and Mrs. William F. Burke Mr. and Mrs. Carmine Calleo Mr. and Mrs. Richard C. Cammerer Jr. Mr. Edward G. Capps and Ms. Alexandra Brovey Mr. and Mrs. Chris Cardillo Mr. and Mrs. Michael Cave Mr. Andreas Schenk Caviezel and Ms. Martina Caviezel CCS Fundraising Mr. Xiangdong Chen and Ms. Yan Ren Mr. Philip Cherian and Dr. Sarah Cherian Mr. and Mrs. James Chitty Chocolate Works Mr. and Mrs. John H. Cobb Jr. Mr. Allan Cohen and Ms. Maria P. Gray Mr. and Mrs. Harris Cohen Contact Harald Cook & Krupa, Inc. Mr. and Mrs. Michael Coope Mr. and Mrs. Kenneth Corwen Country Carpet & Rug Mr. and Mrs. Peter Cox Mr. and Mrs. Javier Cruz CulinArt

2020-2021 AUCTION SUPPORTERS Mr. and Mrs. Conroy Daley Ms. Melissa C. Damm Daniel Gale Sotheby’s International Realty Mr. Julian K. Daniels ‘00 and Mrs. Stacy L. Sokol Daniels ‘94 Dr. and Mrs. Matt DeMaria Mr. and Mrs. Morgan J. Dennehy Ms. Caroline A. DeSantie Mr. and Mrs. Kevin T. Desmond Ms. Aimee DiBartolomeo-Cody DirectMed, Inc. Mr. and Mrs. James L. Dolan Ms. Lauren Domaradzki Mr. Ian Thomas and Mrs. Traci L. Douglas Mr. Gerard Douyon and Mrs. Kathia Duverne-Douyon Doyle Security Services, Inc. Mr. and Mrs. David Drucker Mr. Stephen Drummond and Mrs. Vanessa Geer-Drummond East Woods School Mr. and Mrs. Harry Einbender Epoch 5 Public Relations Mr. and Mrs. Michael Espinal Mr. and Mrs. Kenneth Faltischek Farrell Fritz, P.C. Mr. Edward Feldstein and Mrs. Amy Feldstein Mr. and Mrs. Andrew D. Fentress Fifth Avenue of Long Island Realty Associates First Equity National Title & Closing Services First National Bank of Long Island Fit Learning Mr. and Mrs. James P. Fitzpatrick Mr. and Mrs. Erik Flood Mr. and Mrs. Jack Foley Mr. and Mrs. Nicholas Fortunato Mr. and Mrs. Bjorn Franson Mr. and Mrs. Joel Friedman Dr. Daniel Galvin and Dr. Flavia Gusmano Mssrs. Michael Glanzberg and Timothy Lyall Glen Head Flower Shop Mr. and Mrs. John Godsell Mr. Julian Gonzalez and Ms. Luz Cantillo Dr. Geoff D. Goodman and Dr. Valeda F. Dent

Mr. and Mrs. Adam Grayson Mr. and Mrs. Jonathan Green Mr. and Mrs. Seth Greenfield Mr. and Mrs. Stephen Grimes Ms. Janice Groden Dr. and Mrs. Igor Grosman Mr. Harry Grzelewski Mr. and Mrs. James V. Guarino Mr. Brian Gunn and Dr. Colleen Daly Mr. and Mrs. Peter Guo Martha Haakmat Consulting Hans Auto Service Mr. Robert D. Hare and Mrs. Kimberly P. Moglia-Hare Mr. and Mrs. Seth Hemley Hendrickson Bus Hierarchy Architecture + Design, PLLC Mr. and Mrs. Douglas Holt Mr. Steve Hong and Ms. Sandra Moon Mr. and Mrs. Carl J. Huber, Jr. ‘99 Humes & Wagner, LLP Mr. James Huvane and Ms. Lorraine Lupinskie Island Photography Mr. and Mrs. Shailesh S. Jain Mr. Xinfeng Jia and Ms. Shili Fan Ms. Cindy Jiang and Ms. Grace Jiang Mr. Craig Johnson and Ms. Elizabeth Kase Ms. Kristin C. Johnson Ms. Kristen Jones Mr. Nicholas Jones Mr. Sean Hamilton and Ms. Jacqueline Jones-Ford Dr. Leemor Joshua Tor Mr. and Mrs. Olivier Juguet Mr. Russell Kadirov and Ms. Tanya Yeremeyeva Mr. and Mrs. Joseph S. Kasenchak Ms. Amie Kashinsky Mr. and Mrs. Michael D. Kasper Mr. and Mrs. Scott A. Katzmann Mr. and Mrs. Michael Keiler Mr. and Mrs. Robert Kellan Mr. and Mrs. Maz Khalfan Mr. and Mrs. Alex Koundourakis Mr. Arvind Lall and Ms. Frances Tria Land Rover Glen Cove 17


2020-2021 AUCTION SUPPORTERS Mr. and Mrs. John Lawn Mr. and Mrs. George Leandrou Yong Lee and Chloe Yang Mr. and Mrs. Jeffrey Leighton Mr. and Mrs. Matthew Leiser Mr. and Mrs. Jonathan Leonard Mr. and Mrs. Eric L’Esperance Mr. and Mrs. Michael Levine Mr. and Mrs. Matthew Levy Mr. and Mrs. Dylan Levy Mr. Vladimir Levyy and Ms. Elvina Levaya Mr. Ruo Nan Li and Ms. LiLi Lu Mr. and Mrs. Lenny Ligotti Mr. and Mrs. Alan Littman Locust Valley Market Longo Bros. Inc. Mr. and Mrs. Brian D. Lorber Mr. and Mrs. Michael A. Luethi Mr. and Mrs. Teddy Lynn Maccarone Plumbing, Inc. Mr. and Mrs. Adel Madry Mr. Samuel Mamo and Ms. Sharon Mesfen Mr. Wayne Marciano and Dr. Andrea Carlsen Dr. and Mrs. Brian Marder Ms. Betty Margolin Mr. and Mrs. Ivan Markovic Mr. and Mrs. Frank A. Mastacciuola Mr. and Mrs. William Mastorakis Mr. Robert McDonald and Mrs. Rachel Plakstis-McDonald John McGowan and Sons, Inc. Mr. and Mrs. Brian Meier Ms. Erica Meltzer Mr. Justin Meltzer Dr. Kevin J. Mercier and Mrs. Michèle Bahnik-Mercier ‘93 Metro Team Sports Mr. and Mrs. Trevor L. Meyer Mr. and Mrs. Willets S. Meyer Mr. Xiaoqiang Miao and Ms. Jun Lu Mr. and Mrs. Scott Milano Mr. Clive Mohammed and Ms. Nazeema Rasheed Mr. and Mrs. Nicolas N. Mokhoff 18

Mr. and Mrs. William G. Mooney ‘87 Mr. Jeffrey Lee Moore and Mrs. Susan Wiggins Moore Dr. Hamid R. Mostafavi and Dr. Reyhaneh Foyouzi-Youssefi Mr. and Mrs. Tim Mummers Napoli Marble & Granite Design Ltd. Mr. and Mrs. David Neugebauer Nick’s Auto Repair Centre, Inc. North Shore Roofing & Siding Corp. North Shore Tree Service Mr. Carlos Orellana and Ms. Lisa Stein Orellana Mr. Alex L. Orloff and Ms. Angela D’Amato Ms. Maura O’Rourke Mr. and Mrs. Justin K. Ort ‘90 Dr. Michaela Oswald Mr. and Mrs. Simon Owen-Williams Mr. Rene Padilla and Dr. Marie Desvarieux-Padilla Mr. and Mrs. Louis M. Pagliara Mr. and Mrs. Al Palagonia Portledge Parents Association Mr. and Mrs. Teddy Passelis Mr. and Mrs. Michael Pata Paul’s Nursery PC University Distributors, Inc. Mr. and Mrs. Fabrizio Pietronigro Dr. Robert D. Pisarski Portledge Class of 2021 Portledge Class of 2022 Portledge Class of 2023 Portledge Class of 2024 Portledge Class of 2025 Portledge Class of 2026 Portledge Class of 2027 Mr. and Mrs. Cary N. Potter Mr. Joshua Ratner and Dr. Samantha Ratner Reilly Law Group, PC Ms. Adeline Reilly ‘10 Mr. and Mrs. John J. Reilly Revolution Prep Mr. and Mrs. Neil Rigg Ms. Marianne Rosner Mr. Todd Ross and Mrs. Lara Merkel Ross ‘88 Mr. Pete J. Rotolo and Mrs. Katie Hunt-Rotolo

2020-2021 AUCTION SUPPORTERS Mr. and Mrs. Louis Ruggiero Mr. and Mrs. Richard Sabatino Mr. and Mrs. Mark Sandy Mr. and Mrs. James Sanveren Mr. and Mrs. Ari D. Sass Mr. and Mrs. Andrew Scandalios Mr. and Mrs. David Schamis Mr. and Mrs. George Schidlovsky Mr. and Mrs. John S. Schnabel Mr. and Mrs. Scott Schneider Mr. and Mrs. Steven Schonfeld Mr. and Mrs. Richard Schwam Drs. Steven and Sona Schwartz Dr. and Mrs. Scott A. Siegel Mr. and Mrs. Michael Sillat Mr. and Mrs. Steven Simms Mr. and Mrs. John Singer SL Security Pros, Inc. Mr. David M. Smith Ms. Allison Soltani Squad Security Inc. Mr. and Mrs. Aseem Srivastava Mr. and Mrs. John Stacconi Mr. and Mrs. Paul Staiano Mr. and Mrs. Harris Stein Mr. Fenghua Su and Ms. Xiaoyan Zhang Mr. Jeffrey Suzda and Ms. Meryem Kettani Mr. and Mrs. Brian Sweeney Mr. and Mrs. G. Truett Tate Mr. and Mrs. Ender Tavsanli Mr. and Mrs. Alan Tenenbaum Mr. and Mrs. Jamie Terranova Mr. and Mrs. Joseph Terranova Tied In Mr. and Mrs. William W. Todd Todres & Company, LLP Ms. Xiao Tong Mr. and Mrs. Guy Truicko Mr. Isidoros I. Tsamblakos and Ms. Beti Beno Mr. Mark Underwood and Ms. Anna S. Pagliara Mr. Frederick S. Van Pelt and Mrs. Angelica Van Pelt ‘06 Vella Consulting, Inc. Mr. and Mrs. Michael Venuti Mr. Paul M. Verrochi

Ms. Kelly Walles Mr. and Mrs. Michael Walrath Mr. and Mrs. Johnny Warfield Mr. and Mrs. Lewis Warren Well Lit Corporation Mr. and Mrs. Luca Williams Mr. and Mrs. Donald Wilson Mr. and Mrs. Robert J. Wu Mr. Xiaogang Xiong and Ms. Min Zhu Mr. Jun Yan and Ms. Wenshan Hou Mr. Guohua Yang and Ms. Xiaorong Xu Ms. Jin Yang Mr. Mathew Yang and Ms. Min Kim Dr. and Mrs. Edward Yardeni Mr. Jianming You and Ms. Jing Zhao Mr. Khaled Zahran and Ms. Maritsa Valerio Mr. and Mrs. Ira Zaroff Mr. and Mrs. Jordan A. Ziegler Mr. and Mrs. Nicholas Zografos Champions for Charity® Donna Burke Connie Castellana Kelly Chen Tara Elbaum Wendy P. Fentress Christine Flanagan-Pata Kate Wieland Gibbons Jess Green Kim Leonard Lili Lu Deirdre Costa Major Samara A. Meshel Caryn Newman Carolyn Pittle Katherine Schidlovsky Alexander Steinberg Patricia Tan Elizabeth B. Todd Kristy Walles Wendy Ziegler

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2020-2021 ENDOWMENTS

2020-2021 ENDOWMENTS The Mary F. Jonathan Scholarship Fund ($44,082.28)

Acorn Endowment Funds Mrs. Walter L. Ross II

Mrs. Walter L. Ross II

Established by the family and friends of Mary F. Jonathan, founding Headmistress of Portledge School and past Headmistress of Miss Stoddart’s School, income from this endowment is used to support scholarship funding for a girl during her lower years at Portledge.

Daisy Hughes Scholarship Fund

Mary F. Jonathan Scholarship Fund

The 1992 Senior Class Fund ($39,660.20)

Dr. Carolyn Bovell Memorial Fund

Mrs. Walter L. Ross II

Jennings History Chair Fund

Mrs. Walter L. Ross II

Endowment Information Campus Endowments ($833,168.02) Portledge is blessed with an extraordinary campus. The beauty of the Portledge campus engenders a sense of pride and belonging that our students take with them when they leave. This endowment fund enables us to preserve, maintain and improve our beautiful buildings and grounds.

Faculty Endowment ($1,022,701.93) Our highly qualified teaching staff is the essential ingredient of a Portledge education. To attract and retain top caliber professional educators, Portledge must compete with Long Island public and independent schools. This endowment fund enables Portledge School to attract the best teachers.

Student Scholarship Endowment ($478,229.88) Portledge School and the Board of Trustees have long held a commitment to offer financial aid to help foster a dynamic and diverse student body. Now more than ever, many qualified and talented applicants are in need of financial assistance. This endowment fund allows Portledge to continue to enroll deserving students whose talents will enrich the entire school.

Acorn Endowment Funds Anne M. Thomas Memorial Fund ($9,804.69)

Developed by the parents of the Class of ‘92, income from this endowment is used to support college counseling services.

Allison P. Henry Studio Art Memorial Fund ($74,050.03) Established in memory of Allison Henry who attended Portledge School from nursery through seventh grade and would have graduated with the Class of 2003, this fund commemorates Allison’s years at Portledge and her love of art by supporting the continued growth of the studio art program.

Dr. Carolyn Bovell Memorial Fund ($44,549.09) Established in memory of Dr. Carolyn Bovell, to pay tribute to this extraordinary teacher and continue her dedicated efforts to help students improve their skills and expand their appreciation for good writing, income from this fund will support the teaching of writing in each school division by funding workshops, enhancing faculty training and awarding a prize in Dr. Bovell’s name to be given to a senior who achieves excellence in writing.

The Robert A. Joslin, Jr. Scholarship Fund ($144,679.81) Established in 2006 in memory of Robert Joslin, father of Harrison ‘17 and Olivia ‘20, this fund guarantees full tuition assistance for a qualified student with financial need to attend Portledge School. In addition to support from individual gifts.

The Keroden Endowed Fund for Faculty Compensation ($270,987.84) Established by an anonymous donor in honor of founder and former trustee William T. Dunn, Jr. (1965-1992), income from this endowment supports faculty salaries and benefits.

Barbara Lisanne Ayers Memorial Fund ($11,089.52)

This fund celebrates the exceptional dedication and passion of its founder, Anne M. Thomas, and provides annual income to support the maintenance of the Anne M. Thomas Lower School.

This fund supports an award presented annually at graduation to that member of the senior class who, throughout his or her career at Portledge, has best exemplified the character and achievement of Barbara Lisanne Ayers (Class of 1977) through profound devotion to learning together with a consistently high level of academic accomplishment.

The Jean Cattier Foreign Language Fund ($46,668.37)

Len and Caryl Shapiro Scholarship Fund ($169,075.93)

Established in memory of one of Portledge’s founding trustees, this fund is intended to support the school’s foreign language faculty. Income from this endowment is used to support the professional growth of foreign language instructors.

The Daisy Hughes Scholarship Fund ($36,475.30) Established in 1995 in memory of the mother of Andrew Hughes ’88, income from this endowment is used to support the school’s general scholarship fund.

The Jennings History Chair ($188,087.83) Named for Prescott Jennings, Jr. (History Department Head and Head of College Counseling 1974-1992; Trustee 1994-2004), income from this endowment supports the compensation for the sitting Head of the History Department.

Established by Alumni Parents Caryl and Len Shapiro this fund was created to provide tuition assistance for a qualified student with financial need to attend Portledge School. Len and Caryl have been longstanding stalwart supporters of Portledge with Len having served on the Board of Trustees from 2004 to 2013. During his nine year tenure, his two children, Ben ‘10 and Eve ‘13 graduated from Portledge and went on to successful college careers. Caryl also served in Admissions as an office associate and tour guide who enjoyed showing the beautiful Portledge campus to potential applicant families. Mr. and Mrs. Shapiro recognize the importance of a quality independent school education and generously provide these funds to open that opportunity to all students regardless of financial background.

David W. Hoyler Faculty Award ($3,371.11) This fund supports an award given annually at graduation to a member of the Portledge School faculty for outstanding dedication to students and exemplary commitment to teaching within and beyond the classroom.

Total Endowment as of June 30, 2021 was $3,479,304.87. 20

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2020-2021 IN MEMORY/HONOR OF Memorial Gifts

Honorary Gifts

In Memory of Angela K. Bliss Mr. and Mrs. Huson R. Gregory Mr. and Mrs. Christian Guzzano ‘93 Mr. and Mrs. William Lloyd

In Honor of the Portledge Class of 2021 Ms. Lee Cohen Baker Robert W. Baker, MD

In Memory of Marianne Cattier Mr. and Mrs. Huson R. Gregory In Memory of Tommy Gimbel Mr. Neil Nelanuthala ‘13 In Memory of Kaitlyn Jakobsen Dr. Glenn J. Jakobsen Dr. Kwan L. Jakobsen In Memory of Joan Krown Mr. Peter Cox Mrs. Tara Askeland Mrs. Jane Zisa In Memory of Samuel C. Lobley ‘15 Dr. Glenn J. Jakobsen Dr. Kwan L. Jakobsen

In Honor of Jason Dula Mr. and Mrs. Stephen Benjamin In Honor of the Fentress Grandchildren Mr. and Mrs. J. Richard Prior In Honor of the Gimbel Family Mr. John McIlvain and Mrs. Elizabeth Sky-McIlvain In Honor of Lawrence and Helen Kahme Mrs. Amy Rosen Williams ‘88 In Honor of Daniel Karp ‘05 and Sarah Karp ‘07 Mr. and Mrs. David Karp

A MESSAGE FROM Gifts to the The Portledge Fund, Capital President of theCampaigns Board of Trustees

and Endowment Funds are all greatly appreciated!

Gifts Of Cash Contributions can reduce your income taxes significantly while providing welcome support for Portledge. Gifts Of Appreciated Property A gift of appreciated securities may be particularly advantageous, allowing the donor to take a deduction for the full current value by avoiding capital gains tax. Planned Gifts There are a variety of planned giving vehicles a donor might consider, from bequests of insurance policies to charitable trust agreements. Some arrangements will double as investment opportunities providing the donor or the school with annual income, some will enhance tax savings, but all satisfy the philanthropic intention of the donor. Contact your financial planner for advice on how to choose the option that will most benefit you. Matching Gifts Many corporations match their employees’ and retired employees’ charitable contributions with a contribution of their own. This is an excellent way to double your gift to the school. Please contact the Development Office at (516) 750-3205 with any questions and consult with your tax advisor.

Ways to Give to Portledge School

In Honor of Antonina Rousskikh ‘21 Mr. and Mrs. Valeri Rousskikh

Give Online www.portledge.org/donate Checks Please make your checks payable to Portledge School and send them to: Portledge School Development Office 355 Duck Pond Rd. Locust Valley, NY 11560

In Memory of Stacey Renwick Mr. Neil Nelanuthala ‘13 In Memory of Anne M. Thomas Mr. Michael Hertz and Ms. Dorothy Q. Thomas ’77

Credit Card Gifts Gifts may be made online or through the Development Office, (516) 750-3205. Securities Portledge accepts gifts of securities. If you would like to make a gift of stock to the school, please call Tara Askeland at (516) 750-3205. *Please note: any specific requests for donor recognition have been honored. The 2020-2021 Annual Report is published by the Portledge Development Office and lists gifts received between July 1, 2020 and June 30, 2021. Every effort has been made to ensure that these lists are accurate and complete. If your name was omitted inadvertently or appears incorrectly please accept our apologies and notify the Development Office.

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PORTLEDGE STRONG

because of you. Portledge School Development Office 355 Duck Pond Rd. Locust Valley, NY 11560