2021-22 Annual Report

COURAGEOUS LEARNERS. CARING CITIZENS. WORLD READY.

A Letter from the Head of School

Dear St. Michael’s Community,

The 2021-22 school year was another year of growth and a year of envisioning the future. We emerged from many of the constraints of the pandemic allowing us to experience, for the first time in over a year, what it was like to go to school and actually see smiling faces.

Among the highlights of the year was our substantial growth in enrollment. We welcomed over 60 new families to our community and the school grew to over 215 students. This growth was critical for the school in that it facilitated St. Michael’s efforts to sustain the small class sizes, extensive programming in the arts, and strong academic focus, for which the school is known. This trend has continued as the admissions season that took place in the Spring has yielded an even greater level of enrollment for the current 2022-23 school year.

The school continued to experience impressive support from the community in both the annual fund and in support of a new outdoor play area for the students. The new “playscape,” as we refer to it, is inspiring.

Centrally located and built to enhance the natural beauty of the campus, it will become a centerpiece that speaks to our school’s emphasis on celebrating childhood and the value of play. In addition, the playscape will be a resource for the community beyond school hours. We are grateful for the generous support of our community, as well as for a grant from the van Beuren Charitable Foundation.

The school completed a strategic plan. The plan targets five priority areas and anticipates a 10 year horizon of time to achieve its goals. This is an ambitious plan that will require full community support. The full plan may be accessed on the school’s website.

With the setting of a new strategic direction, the decision was made to recast the school’s mission, vision and values statements to fully encompass both the school’s history and where the school is heading. Our new mission is:

To develop courageous learners and caring citizens who are world ready.

Indeed, it is an exciting time at the school and we have much to look forward to. Enjoy reviewing this document and don’t hesitate to reach out to me with any questions, as it is always a pleasure to hear from families, alums and other community members.

Sincerely,

Walter Landberg Head of School

St.

Board of Trustees

2021-22

Amy Martin, Chair

Julianna Barbieri

Dorrance Benson Crista Durand

Sheika Egan

Susan Lovejoy Christopher McNally Mervan Osborne

Jessica Phillips James Powell Kelly Richards Curt Richardson

Isabella Ridall (’97) Andy Salem Andrea van Beuren Walter Landberg, ex officio

Trustees Emeriti

David Bazarsky Rose Dana Jeffrey Gordon Hope (Happy) van Beuren

Institutional Advancement Committee

2021-22

Sheika Egan, Chair

Julianna Barbieri

Dory Benson

Jennifer Carney, Director of Advancement Sheika Egan

Sandy Merten, Director of Enrollment Management

Andrea van Beuren

Walter Landberg, Head of School

A Letter from the Chair, Board of Trustees

Dear St. Michael’s Community,

The 2021 – 2022 school year at St. Michael’s was a year of enthusiastic momentum. With pandemic restrictions lifting, our school was able to focus on driving forces that will bring St. Michael’s students into the future and prepare them for a life of opportunity and responsibility.

The Board of Trustees, Head of School, administrative team, faculty, staff and the Parents Association worked tirelessly and successfully to keep the community engaged and connected during another year of worldwide unease.

The entire school community rallied around a yearlong strategic planning project. This plan will shape the strategic path and will act as a compass for all decisions that will be made in order to move the school forward into the next dimension of education.

The cost of a St. Michael’s education is not covered by tuition alone. In order to provide the in-depth curriculum, highest of quality teachers, and the myriad student

resources and activities, the annual fund must cover the gap between tuition and the actual cost of educating each student. Despite a major decline in nation-wide fundraising, our community understood the importance of continuing to partner with St. Michael’s to raise annual fund dollars so as to preserve the unique experience our students are afforded. This year we exceeded our annual fund goal and did so during the pandemic.

Also, thanks to your additional contributions to a special project, we are soon to have an exciting addition to our campus which will provide an innovative outdoor play area replacing the decades old playground. The Playscape, a 21st century natural play space, will be installed this fall and will incorporate creative topography and natural products providing children with invaluable unscripted outdoor play.

Additionally, we were thrilled to host our first social event at the school in nearly two and a half years this spring. The sense of community, support and comradery was evident to all and was quite cathartic enabling in-person connections. We happily have many more social occasions to look forward to next year.

On behalf of the board of trustees, I would like to thank you for recognizing all that St. Michael’s provides to its students and greater community. The support you have provided has enabled our school to be a leading institution in the state and allows us to best prepare our students to be world ready.

Sincerely, Amy Martin Chair, Board of Trustees

St.

A Letter from the Parents Association

Dear St. Michael’s Parents,

What a difference a year can make. We started the 2021-22 school year still in a state of caution due to the pandemic and ended the year celebrating together with some of our favorite school events. This year, the PA’s focus was around building more community. We wanted to reconnect our school families and continue to grow our Aquidneck Island community by supporting local organizations and businesses. Finally, and most importantly, we wanted to support our growing student community. The pandemic made it hard but we were determined, with your help, to reimagine, reinvent and recreate events and opportunities to build our communities this school year.

The PA, which includes all our families, really made it a special year. Our class parent group was stronger than ever this year and was finally able to create opportunities for their students and parents to co-mingle at parks, playgrounds, and beaches. Parents were invited to gather and meet at the La Forge Casino Restaurant for our fall parent cocktail party. It was the first time we were out as a parent community and the smiling faces said it all. Then in the winter, Buskers Pub was kind enough to allow us to host a cocktail meet up where we were able to connect and catch up once again.

Once restrictions lifted, we hosted our first in-person PA meeting in March, at the La Forge Casino Restaurant. From that point on, we were able to alternate monthly meetings between in person and virtual formats. Although Fall Frenzy was cancelled, our families kicked into high gear, volunteering their creatively decorated porches, and stocking them with treats for us so that we could host a family Halloween scavenger hunt around Newport and Middletown. All you needed was your decoder ring to help solve the clues.

We partnered with the school to support the Five Days of Thanks and Giving. Each day was a different focus culminating in a tree full of mittens which made its way to Lucy’s Hearth, and a school bus overflowing with toys for the Dr. Martin Luther King, Jr. Community Center holiday toy drive. It was great to support these local Aquidneck Island organizations. Our families also came together to support our teachers and staff with gift cards, goodies and holiday treats. This support continued when the students and their families chalked the walk and delivered flowers to their teachers during teacher appreciation week in May.

The PA reopened the school library, inventorying and updating some of the titles so that our student community could enjoy a trip to the library to check out a book. Due to the pandemic, this is an experience some of our youngest learners had never had. It was great to make that a reality for them and wonderful to see so many parents volunteer their time.

In February, we brought back one of our favorite winter activities, ice skating. It was reimagined this year as we partnered with Gurney’s Newport for an outdoor skating adventure. With over 200 skaters, we packed the ice, enjoyed some hot cocoa, and had a gift card and thank you note drive for our healthcare workers at Newport Hospital. Our families showered them with gift cards to local establishments so that t hey could grab a breakfast or lunch on us. This was just one way we could thank our local healthcare workers for their tireless dedication to keeping us safe during the pandemic.

What a fun time we had partnering with the middle school Student Council this year. We were able to get feedback from them and help bring two of their ideas to life, a middle school game night and a middle school glow dance! These students amazed us with their ideas, their willingness to pitch in and help, and the spirit in which they helped grow their school community.

There were so many other events we participated in or hosted. Too many to name. But know that the PA was busy. With parents’ help, we were able to continue to grow the PA, support the school and students, and reimagine opportunities. We are very appreciative to every parent who helped us out, whether by volunteering time in the library, flipping burgers at SMS Field Day, helping set up game night, making homemade cookies for teacher appreciation week, donating to our class gifting, or just showing up to be part of our PA meetings. As Helen Keller once said, ‘Alone we can do so little; together, we can do so much.’ Thank you for helping us do so much.

Looking forward to an even more exciting 2022-23 school year.

Lauren Ralph President

Parents Association Executive Board

2021-22

Lauren Ralph, President

Kate Standifer, Vice President

Cori Kindig-Evans, Recording Secretary

Carrie Parker, Treasurer

Indira Schorsch, Vice President of Class Parents

Laurie Daniels, Corresponding Secretary

Class of 2022

Class of 2022

Serenity Lynn Backman

Dario Valentine Brosco

Elizabeth Donaldson de Ramel

Gabriel Thomas Donegan

Cecile-Jeanne Elizabeth Gillin

Frances Amelia Horn

Eva Elizabeth Madden

Rowan Lawrence McIntyre

William Paniccia IV

Jack Ford Sams

Anders Antczak Simonsen

Julia Elizabeth Vaughn

Avery Anne Wilson

Class of 2022 Secondary

School Acceptances

Bishop Hendricken

La Salle Academy

Milton Academy

Moses Brown School

Portsmouth Abbey School

Portsmouth High School

Prout School

Rocky Hill Country Day School

St. George’s School

Annual Report of Donors & Financial Statement

St.

We thank the generous individuals listed on the following pages who supported our school with gifts to the Annual Fund between July 1, 2021 and June 30, 2022.

Founder’s Circle Gifts of $50,000 or More Nick and Shelley Schorsch

Headmaster’s Circle of the 1938 Society Gifts of $10,000-$49,999

David and Carol Bazarsky with Jason, Craig and Zachary Bazarksy Dan and Dory Benson

Andrea van Beuren and Roger Kass Margaret Chai Maloney and Sean Maloney Rose and Charles Dana III Mark and Sheika Egan William and Jacalyn Egan Jennifer Smith Huntley Waring and Carmen Partridge Bob and Katie Qutub Andy and Kelly Salem

The Beech Tree Society Gifts of $5,000-$9,999

Catherine and Chris Abbate

Anne and George Baker/ The George F. Baker Trust Mrs. Hope van Beuren Brian and Caroline Block Katy and Elijah Duckworth-Schachter Amy and Todd Martin Mary and Guy Van Pelt Charles Richardson Jr. and Julia Richardson/The Laird Norton Family Foundation Hannah Swett and Mark Brookes

The Portico Gifts of $2,500-$4,999

Anne and Matt Hamilton Christina and Jerry McIntyre Elizabeth Niemiec and Marc Braunstein Jessica and Larry Phillips Isabella and Andy Ridall Christine and Roger Tellefsen Jeff Weinzweig and Ashley Kalus, in honor of Leo, Tyler and Luke Weinzweig

Mason House Circle Gifts of $1000-$2499

Jon and Maureen Barrett Lucy Darragh and Mervan Osborne Tim and Susan Davis Crista Durand

Anne and Lawrence Glenn Jeff and Jan Gordon Morgan Huntley Ed and Jackie Kirby Susan Seyfarth Lovejoy Stephanie and Bob Marchand Alexa and Callum McLaughlin Nina and Hank Murphy David and Melanie Niemiec Susan Ogden James and Sheila Powell John and Jane Ridall Monique des Rosiers Ross Roberts

Anne Sage/The George and Barbara Sage Foundation Sand Dollar Foundation Nicholas and Indira Schorsch Sella Foundation (Lorie Loughborough) Megan and Jedd Whitlock MK and Ira Whitten

The Balance Club Gifts of $500-$999

Robert N. Alfrandre Foundation in honor of Luned and Roz Palmer Juliana Barbieri Barbara M. Benson Mrs. Eleanor Chance Burgess Jose and Elizabeth Cruz Guillaume de Ramel Tom and Stephanie Earp Matt and Jillian Emmert Jason and Alexa Gold Eric Warren Goldman in honor of Norma Cumming’s 94th Birthday John and Dawn Griffin Jeffrey and Karen Jones Walter and Kirsten Landberg Kelly and Brian MacFarland Nora and Paul Madden Spencer and Danielle Ogden MaeLynn Patten Brigid Rafferty and Jon Jeffreys Ellen and Francisco Sanchez Aoife and Keith Santos Dr. and Mrs. William K. Schmied Kate Standifer and Keith Healey Hamilton and Diana Whitlock Amy and Jeremy Wintersteen

Donors contributed over $746,689 in support of our school this fiscal year, including over $361,322 to the Annual Fund and $385,367 in Restricted Gifts.

The Blue and White Club Gifts of $250-$499

Tara Badway Emily and Caleb Bush-Brown Aline Casarim and Anderson Kern D’Arcy and Jason Carr Michael and Julianne Cesare Melissa Chafee Whitney and Ryan Clarke Jemma Craig and Patrick Driscoll P. Brennan and Laurie Daniels Christopher and Kaley Davis Stephen and Julie DeLeo Sophia Duckworth Schachter Lisa and Joe Fitzpatrick John and Linda Flinton Hilary and Ryan Hanley James and Melissa Heus Janet and Robert Liggett Nicole and Ward McIntyre Andrew and Anna McLaughlin Marianne Menas Susan Mitton and Jared Henderson Bridget Pakowski and Aaron Washington Michael and Nancy Palmer Carrie and Curtis Parker Christopher and Tiffany Ryan Michael and Martha Sbano Caroline and Scott Skuncick Katelyn and Brian Stearns

Donald Tofias and Joanne O’Dwyer Shauna and Pat Watterson Laura and John Wheeler Holly Williams and Shawen Williams/ Arthur H. Carr Fund Brenda and Jay Wilson Donn Woods

The Scholar’s Circle Gifts up to $249

Carolyn Allen Gail & John Alofsin Samuel Alofsin ‘10 Karen Andrade Carol Anguilla Lars and Alex Apitz Nichole and Cameron Appleton Mary Ashby William and Brenda Ashton jr. Tom Bainbridge Trish Barlow

Hadley and Jason Bazarsky ‘00

Kathy Ward Bowen

Jessica Boyle

Rebecca Braman

Allegra Brosco

Megan Buchanan Xiaopeng Cai and Hongjie Wang Brenda Cardullo Jennifer and Josh Carney

The Carrubba Family Nicole Carrubba

Suzanne Cavedon

John and Jennifer Caulfield Teresa Conners

Jean Cross Sean Cullen Nora Cushing Eli and Lauren Dana Kyle and Hannah Daniels Joanna and Peter de Neufville Vivienne Donohue Meg and Mike du Pont Omer and Maya Duru Ellyn Eaves-Hileman Daniel Emmert

Peter Fagan Anthony and Sally Fazzone Ted Ferry

Eduardo and Ana de Freitas Gerard and Kathleen Fulham Jr. Melanie Gladding Barrianne and William Green Elizabeth Green Bernadette Griffin Richard Grosvenor Jennifer and Keith Holubesko Marlena and Mark Horan Rachel and Chris Horn

Courtney Huth Mrs. George F. B. Johnson Christina Johnston Kate Joubert Meredith Kenney Leslie Keohane

Cori Kindig-Evans and Harry Evans Rachel and Mike Kravchuk

Aasiyah Mansuri and Pete Leddy Joe and Julie Lang Kristine Langello

Anarah Leddy

Marco Leddy Niall Leddy

Michael’s Country Day School

Tim and Christina Lee Frank and Dalelene Lemene Andy and Liz Liggett

Judith Lindsay Amanda and Alvaro Londoño Mary and Tony LoPresti/ LoPresti Fidelity Charitable Jo Ann MacMillan Frederick J. Marano Rachel Marshall Lynn Martin F. John and Elizabeth McLaughlin Neil and Lindsay McLaughlin Christopher and Kelly McNally George and Irene Menas Sandy and Wess Merten Jane Miner ‘68

Caroline Moran Lauren and Tim Moreino Sydney Muggia Mark and Elise Nine Max Nuki and Bambi Roth-Nuki Britten Pascale Meghan Piedmont Mike Piedmonte Jenna Pina Lauren and Jason Ralph Will and Kirsten Recalde Belita Ribeiro Kelly and Chris Richards Brittany and Matt Riley Kate Rooney and Stephen Sams James Ryan Kim Santos

George and Maylee Satterfield Bobby and Megan Schmidt Stephanie Seider and Jeff Judson Celio and Liliane Silva Monte and Ellen Sokol Armando Sola Jorge Sola Linda and Latimer Spinney Maryann and Nick Stampfli JW and Jessie Stigi Lissa Marlette Sullivan Ted and Mandy Sullivan Scott Travers

Janice Turner Phil Tutino Jennifer Tyndall Mersina Christopher Walsh Michael and Shawn Way Diane Whitten Marianne and Tim van Wijk Shawen Williams and Andrew MacKeith Ted and Tara Winston Anna and Ray Woishek Jennifer and John Zuerner

St. Michael’s Country Day School has made every effort to ensure the accuracy of the information contained in this Donor Recognition Report. Please note that the information was created as of June 30, 2022. We apologize for any omissions or misrepresentations. If you believe we have made an error, please let us know

The Bob Tavares Fund

On November 4, 2021, our school community lost beloved teacher and longtime Head of Middle School Bob Tavares. Bob worked at St. Michael’s for 38 years. The following people and organizations chose to honor Bob’s life and work by supporting the school he loved so much.

Lauren, Dan, Bryan (‘04) and Matt (‘07) Abraham Gail, John and Samuel Alofsin ‘10

Carol Anguilla and Andrew Banasiewicz

Nancy Bianchi and Judith Ramos

Matthew and Kathleen Breede

William and Nancy Cabral Kirtley Cameron ‘87

Patricia Carrubba

Patricia Chew

Anne and Ralph “Chip” Cummings jr

The Christopher and Bethany Di Napoli Family Kenneth Dolbashian

Elizabeth Droel

Doris and Alan Feinberg

Ted and Jean Ferry Steven and Leslie Foehr

Jeff, Jan, Meredith (‘91), Hope (‘94) and Brooks (‘97) Gordon William and Margaret Gurney

The Kates Family

Susan Larrey

Khadija Lewis-Khan Martin’s Salon

Marianne Menas

Newport Running Club Shauna and Pat Watterson ‘82

Richard and Mary O’Reilly

Robert and Patricia O’Reilly

Lisa Pritchard

The Proto Family Bill, Mary and Maryann Rompf ‘13

Alan Tavares

Paul Tavares

Julio Tavares

William Tavares

Shawen Williams and Andrew MacKeith John Zurn

Restricted Giving

Directed donations are gifts to specific programs and/ or projects. Many of our donors give to the Annual Fund first and then also make a directed gift. Directed donations have lasting impact on the growth and continued success of our school.

This year we received a number of significant gifts that enriched our program immensely. Recent restricted gifts have supported scholarships and financial aid, our 4th grade sailing program with Sail Newport, professional development for our faculty and staff, campus and facilities care and upkeep, our de Ramel Innovation Lab, the Dana Cottage and more. We would like to thank those listed below for the gifts made in 2021-22.

2021-2022 Restricted Gifts

Anonymous Anonymous Anonymous Anonymous Anonymous

George and Anne Baker/The George F. Baker Trust Tom Bainbridge

Bazarsky Family Foundation

Jason and Hadley Bazarsky

The Block Family

Allegra Brosco

The Bush-Brown Family

The Cesare Family

Margaret Chai Maloney and Sean Maloney

The Darragh and Osborne Family

EANS Emergeny Assistance for Non Public Schools

In honor of Mark Jr, Charlotte and Shannon Egan

The Faculty and Staff of SMS

The Fitzpatrick Family

Jeff and Jan Gordon

The Healey and Standifer Family

Jennifer Smith Huntley

The Leddy Family

The Liggett Family

Susan Seyfarth Lovejoy

In honor of Tatum MacMillan ‘21 and Mojo MacMillan ‘24

The Marchand Family

In honor of Sebastian Mitton-Henderson

The Nine Family

Spencer and Danielle Ogden Robert and Kathleen Qutub Charitable Gift Fund Curt and Julia Richardson

The Rosenthal Family

Andy and Kelly Salem

The Skuncik Family

The Snow Family

The Stampfli Family

The State of RI Childcare Stabilization Fund

Jessie and John Stigi Teach Initiative

Trinity Church Scholarship gift Phil Tutino Mary and Guy Van Pelt

In honor of Kate Watterson

The Whitten Family

The Winston Family in honor of Bob Tavares In honor of Amelia Vayl

St. Michael’s

Planned Giving

The Legacy of Excellence Society honors those supporters who have designated a portion of their assets in their will or through their estate planning to benefit St. Michael’s Country Day School. Gifts from bequests and trusts ensure the future of our remarkable school, support our mission, and help establish a lasting legacy of excellence at SMS for today’s students and for generations to come. Individuals who include the school in their estate plans become members of the St. Michael’s Legacy of Excellence Society.

Your bequest can be a specific dollar amount or a certain percentage of the balance remaining in your estate or trust after paying all debts, costs and other prior legacies. Whichever form you prefer, you can direct that your bequest be unrestricted for the general support of our mission or for a specific purpose you designate (be sure to check with us to make sure your gift can be used as intended). Your assets

remain in your control during your lifetime. You can modify your gift to address changing circumstances. The Legacy of Excellence Society is open to anyone to join and gifts of all sizes are accepted.

Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical and effective in carrying out your wishes. Please contact us so that we can assist you through every step of the process or if you have already included St. Michael’s in your estate planning. We would like to add your name to our roster of distinguished legacy supporters.

Anonymous Jefferson G. Burnett ‘71 Bethany Di Napoli

Steven Sitrin Elizabeth G. Wylie ‘54

St. Michael’s Country Day School

Teach Initiative

Part of the Rhode Island Tax Credit Program for Contributions to Scholarship Organizations

The Teach Initiative’s sole purpose is to grant scholarships to qualified students attending our schools whose families demonstrate need.

In order to participate in the R.I. Tax Credit Scholarship Program, St. Michael’s Country Day School and Rocky Hill Country Day School created a separate 501(c)(3) organization whose sole purpose is to grant scholarships to qualified students attending our schools whose families demonstrate need. Our scholarship-granting organization (SGO) is called Teach Initiative One hundred percent of any and all contributions made to Teach Initiative will support tuition assistance for our students.

The Rhode Island Scholarship Tax Credit Program allows R.I. business entities to contribute scholarship support to low-income R.I. students attending approved private or parochial R.I. schools. They do this by designating their contribution to a scholarship-granting organization (SGO).

Rhode Island C-corporations, S-corporations, limited liability partnerships and limited liability corporations, and business entities operating as a pass-through entity, may use the tax credit against income tax filings.

Eligible businesses can choose to make a one- or two-year commitment to the scholarship tax credit program. A one-year commitment results in a 75% tax credit, while a two-year commitment results in a 90% tax credit, with a maximum credit of $100,000 (therefore, a business can contribute up to $111,111 per year). Donors can also claim the contribution as an itemized deduction on federal tax returns

Endowment Funds

For the year ending June 30, 2022, the market value of St. Michael’s endowment funds totaled $2,274,319* The following endowment funds are established at St. Michael’s Country Day School:

The Alumni Fund / The Scholarship Fund

Funded by various graduating classes, this endowment provides tuition assistance to new and current St. Michael’s Country Day Students.

The Elizabeth C. Delude Fund

Established by Elizabeth Delude-Dix, to honor her mother and the grandmother of her son Dermot Delude-Dix ’01, the earnings from this fund are used to provide ongoing cultural opportunities for the teaching faculty to enhance the student’s classroom experience.

The Bradford L. Dunn ’84 Fund

Established in memory of Bradford L. Dunn ’84, by the Dunn family, this endowment provides funds for faculty to attend conferences and workshops concentrating on differentiated learning. This fund also provides financial assistance to current families whose children are in need of tutoring services.

The Faculty Fund

Established and funded by the Class of 2004, this endowment provides funds in support of faculty, including salaries and professional development opportunities.

The McCune Fund

Established through an anonymous gift of $100,000 and a second gift of $100,000 received during the 2006-07 school year, this endowment provides funds in support of financial aid.

The Jeffrey L. Gordon Faculty Enrichment Fund

Established in honor of former Board of Trustees Chair, Jeffrey L. Gordon, this endowment provides funds to enrich the classroom experience through special activities.

The Hope H. van Beuren Classroom Maintenance Endowment Fund

Established by Hope H. van Beuren, former teacher and current Trustee Emerita, this endowment provides funds on the two connected van Beuren Classroom Buildings.

*Unaudited Figures

There’s only one St. Michael’s Country Day School

Why should you give?

You help us prepare and empower our students. Your gift supports our innovative curriculum, technology upgrades, vibrant arts programs, professional development for our teachers, and so much more.

Who are our donors? Our donors are our heroes! Our alumni, parents, grandparents, trustees, faculty, friends, and neighbors contribute. Some give more than once.

How can you give? You can make a donation to St. Michael’s by:

Credit card at www.smcds.org/giving

Check to SMCDS, 180 Rhode Island Avenue, Newport, Rhode Island 02840

Or cash

Use your phone camera to scan the QR code on the back of this report

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COURAGEOUS LEARNERS. CARING CITIZENS. WORLD READY.

visit us at smcds.org