UWC-USA 2014 Annual Report

A N N UA L R EPORT 2014

THE PLACE AT THE CENTER

TABLE OF CONTENTS Letter From the Board Chair

1

Letter From Thomas E. Oden

2

Board of Trustees, Distinguished Trustees, & Emeritus Leaders

3

Financial Report

4

National Committees

6

Where in the World Are We From?

6

Davis Challenge for Scholars and Programs

7

UWC-USA’s New Agroecology Research Center

8

Onward: Class of 2014 Matriculation List

10

Annual Fund Report and Volunteers

11

Philanthropic Support by Giving Level

12

The Mountbatten Society

12

The Lockwood Society

12

The Castle Club

12

Other Supporters

14

Philanthropic Support by Class

21

Donors to the Davis Challenge for Scholars and Programs

27

In-Kind, In Honor of, and In Memory of Gifts

33

Named Endowed Funds

36

Ways to Give

37

Planned Gifts

37

FRONT COVER: UWC-USA students learned about sustainable agriculture skills at Santa Cruz Farm in Santa Cruz, New Mexico. Photo by Ben Gillock, environmental systems teacher PHOTO CREDITS: Doug Baskett, Orhun Bozkurt ’14, Maksymilian Dabkowski ’15, Poland, Floor

Fiers ’15, Netherlands, Todd French, Ben Gillock, Julian Leibaert ’15, Belgium, Ruby McCafferty ’15, USA-VT, Madeleine Rowell ’14, Jennifer Rowland, Kate Russell, Jose Tomas Sandoval Zamorano ’15, Chile, John Sheedy, Carlos Varela ’95, Alva Wijaya ’15, Indonesia

LETTER FROM THE BOARD CHAIR We knew going into it that 2013-14 would be a big year for UWC-USA, primarily because we had undertaken the search for the school’s next president. The other significant highlight—which we didn’t predict—was a new challenge match from Shelby M.C. Davis, who continues to be our most generous supporter.

Shelby has been transforming UWC-USA through his gifts since 1998. In February, he pledged to give the school a $1 million endowment gift for scholarships for students from areas of conflict if we can raise $1 million in new and increased gifts by Dec. 31, 2014. To date, we’ve received strong support, and I am grateful to those who have made their gifts during the last fiscal year. See page 27 for the list of donors to the Davis Challenge for Scholars and Programs.

At around the time Shelby made his announcement, we were in the thick of the presidential search. The board’s search committee, led by trustee Sebastien de Halleux ’96, worked with an international consulting firm to review candidates from around the world. In March, four finalists spent an intense weekend on campus for interviews with students, faculty, staff, alumni, trustees, and friends of the school. Based on their input and after careful consideration, the board chose Dr. Mukul Kumar ’89 as the fourth president. You can read more about him at www.uwc-usa.org/president.

Tom Oden, who has served as acting president for more than a year, will take on the role of headmaster. Tom has been an outstanding leader for UWC-USA, and I know he will continue to play an important part in shaping the school’s future. We thank him for an outstanding job this past year in a challenging role.

As Mukul begins his professional UWC-USA career, I am ending mine. After nearly 29 years, I retired from the board in May. It’s been a great experience to watch the school develop from an experiment in international education to the leader in the field it has become today. I’ve been privileged to work with extraordinary administrators and faculty and, best of all, I have met generations of remarkable students. I am particularly thankful to the trustees who have been my colleagues and have become my friends.

I’m especially excited that my successor is Steven Dichter, who has worked closely with me as vice chair for the past 18 months and who has already demonstrated extraordinary leadership. Steve has served on the board for five years and lives in Santa Fe, New Mexico. He works as an investor and turnaround executive, and he was a senior partner with McKinsey & Company for 20 years.

At the same time Steve assumed the chairmanship, the board welcomed three new members: Thomas Schwingeler ’86 is a private investor and former investment banker in New York. He began his career at Goldman Sachs in London and subsequently worked for the firm in New York and Frankfurt, Germany.

Sujatha Srinivasan works at Goldman Sachs as a vice president in the Securities Division Risk Management Group. She lives in New York City with her husband Rajesh Vedanthan ’91 and their daughter.

Melanie Weston ’86 is an independent speech-language pathologist. She has been involved in alumni relations at UWC-USA since 1996 and co-organized the largest off-campus alumni gathering in New York City in 2012. Melanie is also the co-chair of the UWC-USA Annual Fund.

With more alumni on the board and an alumnus as president, UWC-USA is poised for a dynamic future, and I’ll look forward to joining you in watching those developments in the years to come.

Tom Dickerson AC’68 Chairman Emeritus and Distinguished Trustee 3

UWC-USA Annual Report 2014

LETTER FROM THOMAS E. ODEN The past year exposed me to an entirely different dimension of the UWC-USA experience. As acting president, I spent time traveling off campus to meet with alumni, donors, and UWC heads of schools. At each event, I learned about the myriad ways in which the UWC mission is achieved.

From health care and politics to education and community building, our alumni and supporters continue to lead by example and work to create a better world.

Like magnets, many of these friends are attracting the interest and efforts of other alumni and donors, thus leveraging our global reach and building out the capacity of the unique UWC network.

Being exposed to such a broad cross section of the UWC movement has given me a more comprehensive understanding of it and my own evolving role within it.

It’s been an honor to serve as acting president. As I’ve told our faculty and staff many times, leading UWC-USA is about “we,” not “me,” and I am grateful for the support everyone on campus has provided. I was especially proud that 100 percent of our faculty contributed to the Annual Fund this year. In a time of transition, we remained committed to developing our current program and bringing new initiatives online. A few examples include the following:

The social entrepreneurship program, which began as an incubator in 2012, became an official CAS (Creativity, Action and Service) last year. Students not only developed a series of mobile apps but also had the opportunity to spend time with alumni who are leading social entrepreneurial ventures.

With the board’s purchase of 20 acres adjacent to Sebastien Canyon, we began to realize a long-held dream of creating a working farm. The UWC-USA Agroecology Research Center (ARC) began serving as a field lab for our students last spring. You can read more about it on page 8.

We continue to be a leader in terms of the arts within the UWC movement.

Our theatre department took off this year with the addition of theatre teacher Aaron Kagan, who worked with the students to stage an amazing production of Shakespeare’s The Tempest. The dance, visual arts, and music departments also continued to impress everyone with the immense talent and commitment of each performer.

There were other changes, as well. This year, we added eight new faculty members and saw the establishment of the board’s Education Committee. We increased the student body to 219 students, giving more young people access to this transformative educational experience. For the first time, the U.S. selection committee held on-campus interviews for next year’s Davis Scholars. And we achieved significant work on improving campus safety and student wellness programming.

In October, Dr. Mukul Kumar ’89 will return to campus as the new president, and my title will change to headmaster. UWC-USA will be the first UWC campus to have an alumnus serve as president, and I look forward to partnering with Mukul as we work to make the school even better.

My deepest thanks go to each and every one of you for your support of our school and your belief in our dream.

Thomas E. Oden Acting President

2013-14 BOARD OF TRUSTEES

“AT UWC-USA, I HAVE GROWN UP AND GROWN DOWN, HAVE LEARNED THAT TO SEE MORE IS TO KNOW LESS; I HAVE BEEN BOTH EMPOWERED AND HUMBLED BY MY PEERS, TIME AND TIME AGAIN.” – LYLLA YOUNES ’14

Thomas P. Dickerson AC’68, Chair Mark Alexander Amin Badr-El-Din Marc P. Blum Sebastien de Halleux ’96 Steven F. Dichter, Vice Chair Ray R. Irani Ben Jones AC’91 Kuo-Chuan (KC) Kung ’87 James Leonard Thomas E. Oden, Acting President Charlotte Ilfeld Rubin Peter Ruggiero Jonathan L. Schneider Monique B. Seefried Michael C. Taylor ’91 Tyler C. Tingley Rosemary Tomich

DISTINGUISHED TRUSTEES Nancy Anixter William Anixter Alvin Chereskin Shelby M.C. Davis Virginia Dwan Phyllis Rothschild Farley Amy Yeager Geier Philip O. Geier III Dorothy Goodman William H. Moore III Ronald W. Rubinow Louisa Stude Sarofim Michael Stern ’89 James B. Taylor Sarah W. Taylor Litsa D. Tsitsera

EMERITUS LEADERS

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Lisa A.H. Darling, President Emeritus Philip O. Geier III, President Emeritus Phil Lockwood, President Emeritus James B. Taylor, Chairman Emeritus

UWC-USA Annual Report 2014

FINANCIAL REPORT In reviewing the 2013-14 operating budget, three things stand out to me. First is our collective aspirational belief that financial circumstances should never hold back any of our selected students from this life-altering experience. Second is the confidence and generosity of philanthropists who believe that we represent the best investment they can make for a better world. Third, with the growth in the Annual Fund, we have built incredible momentum and I am very optimistic about the financial health of the school.

Our budget ending May 2014 shows that we supported 45 percent of operations through income from our existing endowment. Money from national committees and tuition payments made up nearly 25 percent of the budget, while Annual Fund contributions made up close to 15 percent of our revenue.

In terms of expenses, we achieved the unusual feat of remaining within 1 percent of the previous year’s budget. This is admirable, particularly because inflation costs have tended to push up the school’s total operating costs nearly 3 percent per year over the medium to long run. However, to balance the budget, we had to dip into reserves to cover both the decrease in funds from the Armand Hammer Trust in its final year and unanticipated costs, including those related to Lisa Darling’s departure and the search for a new president.

I’d like to highlight two changes from the previous year’s budget revenues that we should be very proud of and one change that we should acknowledge and monitor.

1. GROWTH IN ENDOWMENT INCOME The fact that we can support nearly half our

operations from permanently endowed funds is a testament to the generosity and foresight of UWC benefactors. I’m personally thrilled that income from endowment funds increased by 4 percent over the previous year. This was due in part to the good fortune of a further recovery in the markets in which we invest.

2. GROWTH IN ANNUAL FUND The increase in gifts to the Annual Fund, up 23

percent over the prior year, is an important indicator of the confidence alumni and friends of the school have in our program. We are still a relatively young school and, as our alumni age into their careers and lives, it is my hope that we will see this number continue to grow.

3. GROWTH IN TUITION FROM FAMILIES AND NATIONAL COMMITTEES The third area of growing importance for the budget is tuition revenue from a combination of families and national committees, which increased nearly 19 percent over the previous year. UWC-USA has accepted tuition-paying students since its founding; before Shelby Davis established his transformational endowment, many U.S. students came from fee-paying families. No matter where the money comes from, however, we want UWC-USA to be as deliberately diverse a place as possible. And we know that means more than geographic, religious, or ethnic diversity. Diversity includes socioeconomic diversity. One of the ways we do that is to make sure that a student’s ability to pay does not conflict with our ability to ensure diversity and quality in admissions.

The more we can grow our endowment and Annual Fund revenue in the years ahead, the more assurance we can have in being able to live up to our ideals of diversity. It can’t be any clearer than this: If we raise more money philanthropically, we will give more scholarship support and continue to ensure that the most deserving students—regardless of socioeconomic status—are the ones who fill our classroom seats.

We will continue to do our best to maintain costs every year, but nobody has ever been able to “cost-contain” their way to excellence. Instead, we raise revenue where we can and must, through a combination of philanthropy and tuition from students who fit the UWC ideal.

UWC-USA has one of the most generous scholarship programs on the planet. You can measure our scholarships by what percentage of students are supported by our endowment. Or you can measure the percent scholarship support per student from the school. Or think about the reach of more than 150 national committees that scour the globe to select the most worthy students in the world.

Personally, I’ve never heard of any school with scholarships as generous as ours. It’s a testimony to the collective belief we have in this place to truly make a difference in the world.

Love and Peace, Michael C. Taylor ’91 UWC-USA Board of Trustees Chair of Finance Committee

10.0% 3.4% 14.6%

10.0%

24.7% 6.2%

11.1%

SOURCES of FUNDING FY 2014

USES of FUNDING FY 2014

6.6%

68.8% 44.6%

SOURCES OF FUNDING

Philanthropic Contributions to Annual Operations Armand Hammer Trust Endowment Income Transfer of Funds from Reserves Tuition and Contributions from National Committees Summer Programs/Auxiliary Income

USES OF FUNDING FY 2014

FY 2013

$ 1,574,686

$ 1,278,579

Educational Programming*

FY 2014

$ 7,427,029

FY 2013

$ 7,623,393

665,007

2,250,000

General Administration

1,200,354

1,069,951

4,807,848

4,616,552

Facilities

1,079,294

1,134,921

Endowed Scholarships for U.S. Davis Scholars Studying at Other UWCs

1,084,360

985,618

0

67,313

707,957

0

2,667,175

2,244,460

368,364

491,605

$10,791,037

Invested in Endowment

Total Revenues

$10,881,196

Total Expenses and Transfers

$10,791,037

$10,881,196

*Includes funds used for housing students and carrying out academic and co-curricular programs, including compensation and support for employees who facilitate these programs.

Note: Financials are unaudited as of Sept. 15, 2014.

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UWC-USA Annual Report 2014

NATIONAL COMMITTEES

U.S. SELECTION COMMITTEE

Nearly all students who seek a UWC education apply to a national committee rather than to one of the 14 UWC schools directly. There are more than 150 national committees around the world, and most are run entirely by volunteers. These committees review approximately 10,000 applications to select more than 1,400 promising candidates to attend one of the 14 UWC schools and colleges. This unique system enables students to be selected from within their own communities and cultures.

All U.S. citizens and permanent residents apply to UWCs through the Davis Scholar competition, which is run by the U.S. selection committee. Fifty accepted students are awarded full merit scholarships covering tuition, room, and board to attend one of the UWCs for the full two-year program.

UWC-USA helps coordinate and support the U.S. selection committee and its wider group of volunteers.

Committee members read hundreds of applications and conduct dozens of interviews to select the newest cohort of Davis scholars. Last spring, 70 semifinalists were invited to Montezuma to take part in two days of activities; it was the first time the committee structured the final interviews in this manner. The on-site event allowed candidates to better understand the UWC experience, and it gave the committee the chance to observe prospective students in action. Candidates who needed financial assistance were awarded travel scholarships to ensure that all who wanted to participate would have the opportunity to do so.

We are deeply grateful to the U.S. selection committee and volunteers throughout the world who enable the UWC selection to happen.

Mary Beth Byrne AC’76 (CO-CHAIR) Art exhibit consultant, Ralph Appelbaum Associates Jimm Crowder International student admission consultant Amy Garrou College counselor, French International School in Maryland Shaun Mabry MC’01 (CO-CHAIR) Attorney Deb Shaver Dean of Admission, Smith College in Massachusetts Laura Simeon Teacher, The Little School in Seattle, Washington Xochitl Torres Small WK’04 (CO-CHAIR) Law student, University of New Mexico Tim Smith Director of Admission and College Counseling, UWC-USA

WHERE IN THE WORLD ARE WE FROM? COUNTRIES REPRESENTED BY THE CLASSES OF 2014 AND 2015 Afghanistan 1 Albania 1 Austria 4 Bahamas 2 Bahrain 1 Barbados 2 Belgium 3 Belize 1 Bosnia and Herzegovina 2 Botswana 1 Brazil 2 Bulgaria 1

Cambodia 1 Canada 4 Cayman Islands 1 Chile 2 China 13 Costa Rica 1 Denmark 3 Ethiopia 1 Finland 3 Germany 6 Ghana 3 Hong Kong 7

Hungary 1 India 1 Indonesia 2 Iraq 1 Israel 3 Italy 7 Jamaica 1 Japan 6 Jordan 1 Kenya 2 Lebanon 1 Liechtenstein 1

Luxembourg 2 Macedonia 2 Malawi 1 Malaysia 4 Marshall Islands 1 Mauritius 1 Mexico 4 Morocco 1 Nepal 5 The Netherlands 5 New Zealand 1 Nigeria 6

Norway 4 Palestine 2 Peru 2 Poland 1 Portugal 2 Romania 1 Senegal 4 Singapore 2 Slovakia 1 South Africa 1 Spain 5 Sudan 1

Swaziland 2 Syria 1 Tanzania 1 Trinidad and Tobago 3 Turkey 2 Uganda 1 United Kingdom 4 United States 50 Vietnam 2 Zimbabwe 1

DAVIS CHALLENGE FOR SCHOLARS AND PROGRAMS Over the past 16 years, philanthropist Shelby M.C. Davis has done more to transform UWC-USA than any other benefactor. From establishing the Davis Scholarship— which awards full tuition to 50 U.S. students every year—to helping restore the Castle, Shelby’s generosity has touched hundreds of lives.

It will take more than one generous donor to keep UWC-USA growing and thriving, however. Shelby is keenly aware of this, and in February, he issued a challenge: He will donate $1 million to UWC-USA if we can raise $1 million in new and increased gifts by Dec. 31, 2014.

The Davis Challenge for Scholars and Programs will help establish and solidify significant initiatives that distinguish UWC-USA as an innovator in the realm of international secondary education. Every contribution that comes from a new donor or is in an amount greater than a current donor’s previous gift qualifies for the match.

THE CHALLENGE SUPPORTS FOUR AREAS OF IMPACT: 1. IMPACT THROUGH DIVERSITY. By creating a scholarship endowment for students from regions of conflict, UWC-USA will have a funding source that helps guarantee the student diversity that historically has been a foundational aspect of the UWC experience. Students who represent a broad range of backgrounds, including socioeconomic, racial, religious, and ethnic diversity are essential to the type of dynamic classroom discussions and day-room debates that students carry with them long after graduation. It is this diversity that allows students to develop deep cultural empathy—a skill that gives UWC-USA alumni a unique advantage in their professional and personal lives.

2. IMPACT THROUGH TECHNOLOGY. We seek to raise funds to accelerate our social entrepreneurship pilot. UWC-USA is one of the few secondary schools in the world to introduce not only the concepts of entrepreneurship but also support students in actualizing those concepts to become viable projects. The Davis Challenge for Scholars and Programs will allow us to extend our current social entrepreneurship pilot and give more students exposure to new ways of thinking about business—as well as the skills and confidence to explore their own entrepreneurial ideas.

3. IMPACT THROUGH ENVIRONMENTAL SYSTEMS. UWC-USA is developing an innovative Agroecology Research Center (ARC) that will provide educational opportunities for UWC-USA students as well as local schoolchildren and community members. Read more about ARC on page 8.

4. IMPACT THROUGH FINANCIAL SUSTAINABILITY. By using the match as an incentive, we hope to expand our donor network to support our day-to-day operations. Our goal is to raise funds from new or increased gifts to support the Annual Fund, which goes toward student scholarships, classroom and library materials, wilderness and community service programs, and the maintenance and operation of facilities.

We are grateful to those who gave to the Davis Challenge in 2013-14. (See list on page 27.) The challenge concludes in just a few months, and we hope to honor many more supporters in next year’s annual report.

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UWC-USA Annual Report 2014

UWC-USA’S NEW AGROECOLOGY RESEARCH CENTER ROOTS STUDENTS TO THE MISSION. ARC AIMS TO ACHIEVE THREE GOALS: Train students and community members in the skills and techniques needed to practice sustainable agriculture in an arid environment.

Provide a place for practical, handson work where students can learn new skills and discover meaningful applications of their classroom learning in math, economics, and the sciences.

Stimulate innovation by challenging students to think about new and different ways to approach problems such as pest management, habitat conservation, and waste management.

ON A PERFECT NEW MEXICO SPRING DAY, A SMALL CLUSTER OF STUDENTS ARE NEARLY ELBOW-DEEP IN DIRT —and

looking very happy about it. They are planting cabbage seedings that will inaugurate UWC-USA’s new Agroecological Research Center (ARC).

“We need to do more than just sit in a classroom,” says Ben Gillock, environmental systems and societies teacher, who has helped lead ARC’s establishment. “If our aim is to prepare young people to address global challenges, why not give them a real, concrete, immediate challenge to work on?”

“Our students eat three meals a day, but most know very little about the process of growing food,” he continues. “Growing food applies the concepts of biology, physics, and chemistry. It raises interesting and difficult questions about ecology, economics, and sustainability. It also helps students develop a healthy respect for the labor and skill that goes into raising the food that they eat.”

ARC is located on 20 acres of riparian land near Sebastian Canyon. The property was purchased by the Board of Trustees in 2013 and is quickly becoming an experiential learning center. Last spring, Ben and a team of 30 students transformed an old hay barn into an outdoor classroom, planted the garden, and established a flock of chickens and ducks in an old stable. In August, students erected a commercial-grade high tunnel (a type of greenhouse) that will be used to grow produce throughout the winter months.

“People all over the world are trying to figure out how to increase crop productivity even as water resources become scarce,” Ben says. “The larger question is how to derive value from the land while still supporting ecological functions. We want to see ARC function as a laboratory where students can explore many different techniques in applied sustainability.”

The ARC’s potential—and its clear alignment with the UWC mission—led UWC-USA’s Board of Trustees to incorporate it in the Davis Challenge for Scholars and Programs, which launched in February. See page 7 for more details about the Davis Challenge.

“Given the centrality of food production to issues of peace and sustainable development, it seems fitting that we develop educational programming that will help our students gain a deeper understanding of the skills, science, and economics of food production,” Acting President Tom Oden says.

Students already are taking these lessons to heart. “The ARC is a perfect example of classroom study and hands on experience merging together,” says Max Danielewicz ‘15, USA-MI. “It allows us to learn the ideas behind sustainable agriculture and then go and immediately apply that knowledge. I love that there are so many different ways to contribute there. And because the activities are so wide-ranging—from weeding, to painting, to setting up the high tower—you gain an appreciation for how important even the small tasks are.”

ARC’s impact will be both global and local. In addition to training young global leaders in sustainable agriculture, UWC-USA is partnering with schools in Las Vegas, New Mexico, to bring local students to the farm. There are plans for a workshop series for the broader community. ARC also will serve as a source of fresh produce for the cafeteria and campus community.

“Ultimately, the ARC is all about self-efficacy,” Tom says. “UWC-USA students can become overwhelmed with the scale of the challenges they learn about and may wonder whether they can really have an impact. But when you have gained the skill and grit it takes to raise a crop in the punishing conditions of northern New Mexico, it feels like you can achieve anything.”

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UWC-USA Annual Report 2014

ONWARD: CLASS OF 2014 MATRICULATION LIST Below is a list of colleges and universities the Class of 2014 will attend. Some students choose to take a gap year before beginning their postsecondary education, and some are required to do national service before attending university.

Belmont University (1) Bennington College (1) Boston University (1) Brown University (2) Colby College (3) College of Idaho (2) Colorado College (2) Cornell University (1) Dartmouth College (1) Duke University (1) Earlham College (3) École Hôtelière de Lausanne (1) Florida International University (1) Grinnell College (1) Harvard University (2)

Haverford College (1) Imperial College London (1) Jacobs University (2) King’s College London (1) Lake Forest College (1) Lehigh University (1) Lewis & Clark College (3) Luther College (1) Macalester College (1) Middlebury College (3) Mount Holyoke College (2) NYU Abu Dhabi (1) Ohio State University (1) Paris College of Art (1) Princeton University (2)

Queen’s University (Canada) (1) Richmond—The American International

University in London (1) Skidmore College (1) Smith College (2) St. Lawrence University (6) St. Olaf College (3) Stanford University (3) Swarthmore College (3 University of Bologna (Italy) (1) University of California, Berkeley (1) University of Chicago (2) University of East Anglia (United Kingdom) (1) University of Edinburgh (1) University of Florida (4)

University of Michigan (1) University of North Carolina at Chapel Hill (3) University of Oklahoma (3) University of Pennsylvania (1) University of Richmond (1) University of Rochester (1) University of Virginia (1) Utrecht Law College (1) Wellesley College (3) Westminster College (2) Wheaton College (1) Williams College (3) Worcester Polytechnic Institute (1)

ANNUAL FUND VOLUNTEERS

ANNUAL FUND REPORT AND VOLUNTEERS This past year Sam Opitz ’91, Michael Taylor ’91, and I had the pleasure to again volunteer as co-chairs of the UWC-USA Annual Fund, a key pillar of support for our school. I am delighted to report that on May 31 another successful year for the Annual Fund was completed. More than 1,100 individuals and organizations made gifts to the Annual Fund totaling $1.25 million, a 10 percent increase over last year.

The Annual Fund, which runs from June 1 to May 31, supports UWC-USA’s operating budget. Every contribution directly benefits UWC-USA students by helping to pay for community service, the Wilderness Program, Southwest Studies Week, scholarships for international students, operation of facilities, and so much more. Underpinning our efforts for the Annual Fund this past year were 80 alumni volunteers and a number of friends who gave their time and energy to get the word out about our unique school.

In addition, I’d like to highlight two exciting new developments. First, the Class of 1985 and Class of 1986 began fundraising for individual student scholarships in honor of their 30th reunions. The Class of 1985 and Class of 1986 scholarships serve as the first of what we hope will be many classes who fund full scholarships.

Second, this past year the Class of 1994 set a new Annual Fund record of 71 percent class participation! The class participation heights achieved by ’94 and the new scholarship fundraising initiatives by ’85 and ’86 show the passion, initiative, and creativity of those who support UWC-USA. My co-chairs and I would like to express our gratitude to our volunteers and to the many UWC-USA alumni, parents, students, faculty, staff, and friends who made a gift this past year. Your support ensures that our school community remains vibrant and that promising young women and men from around the world can access this life-changing experience.

Melanie Weston ’86 Annual Fund Co-Chair

Andrés Franco-Vasco ’84 Eugenio Ruggiero ’84 Ken Yeung ’84 Rona McNeil ’85 Theotonio Monteiro de Barros ’85 Colleen (Lewis) von Eckartsberg ’86 Melanie Weston ’86 Manolo Espinosa ’87 Mauricio de Arruda ’88 Kirsten (Cooke) Healey ’88 Mudit Tyagi ’88 Erin (Kennedy) Woods ’89 David Collison ’90 Sandra Gastañaduy-Collison ’90 Tal Oron Cohen ’90 Raechel Waters PhD ’90 Brian Bava ’91 Lisa Krassner ’91 Cecile Menard ’91 Sam Opitz ’91 Mike Taylor ’91 Ruben Ayala MD ’92 Brian Lax ’92 Clay Samford ’92 Melanie Bush ’93 Aly Kassam-Remtulla PhD ’94 Jeremiah Stevens ’94 Kathryn Holmgaard ’95 Jim Bowen ’96 Gert Ceville-Danielsen ’96 Serap (Bindebir) Bardak ’97 Mustu Barma ’98 Shannon Duncan ’98 Ariel (Hearne) Maddocks ’98 Souleymane Ba ’99 Shola Fafunso ’99 Cammie Burch ’00 Daniela Emmerich Lopez ’00 Kate (Saldin) Hunter ’00 Mike D’Agostino ’01 Adani Illo ’01 Ashley Dunlop ’02 Joel Larson ’02 Brien Darby ’04

Taylor Howard ’04 Dylan McFarlane ’04 Kris Wilson ’04 Felix Forster ’05 Meghan Jennings ’05 Justin Karfo ’05 Bassirou Sarr ’05 Victoria Alleyne ’06 Leo Añó ’06 Daniel Franz ’06 Atang Gilika ’06 Halimatou Hima ’06 Jose Pablo Salas Rojas ’06 Nelson Chiwara ’07 Ciara McCartney ’07 Zohar Perla ’07 Lais Miachon Silva ’08 Maria Auxilliadora Perez Ruiz ’08 Shen Yoong ’08 Luke Brennan ’09 Sal Lavallo ’09 Elena Tonc ’09 Mike Aleman ’10 Zipporah Guerin ’10 Rebecca Trattnig ’10 Daniel Yeboah-Kordieh ’10 Natalie Chan ’11 Rabin Patmanathan ’11 Iris van der Heijden ’11 Invo Chami ’12 Morgante Pell ’12 Kain Smith ’12 Julie Trolle ’12 Abhimanyu Janamanchi ’13 Zachary Jones ’13 Sam Kessler ’13 Abdul Rahman Alloush ’14 Orhun Bozkurt ’14 Noya Erez ’14 Samuel Haddad ’14 Shobhit Kumar ’14 Jessika Nebrat ’14 Justice Nwigwe ’14 Otto Zhen ’14

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UWC-USA Annual Report 2014

“IT IS MY SINCERE BELIEF THAT IF WE ARE ALL TO BUILD A WORLD WHERE THE SHACKLES OF INJUSTICE, BIGOTRY, HOSTILITY, AND INEQUALITY TIE US DOWN AS ONE HUMAN RACE, THEN WE MUST LINK ARMS IN OPPOSING THE FORCES THAT WORK AGAINST OUR IDEAL VISION OF A BRIGHTER TOMORROW.” – UHUNOMA EDAMWEN ’14

TOP 6 CLASSES FOR % PARTICIPATION

TOP 6 CLASSES FOR % INCREASE IN TOTAL GIVING TO 1994 71% ANNUAL FUND 1991 61% 2014 47% 2004 422% 1998 46% 1996 401% 1985 39% 1987 332% 1986 39% 1985 182% 2003 171% 2009 123%

DAVIS CHALLENGE

“UWC ALLOWS US TO CREATE FRIENDS THAT CHANGE OUR WORLD, THAT CHANGE OUR PERCEPTION OF EVERYTHING AND CHALLENGE US ON EVERY FRONT.” – LIAM BROWN ’14

NAMED ENDOWED FUNDS We are grateful to the generous donors who set up the following named endowment funds and encourage additional gifts to any of these funds. To create a new fund (minimum gift of $50,000), please contact Christie Baskett at 505-454-4214.

African Scholarship Endowment Fund Erick Argueta International Fund Asian Scholarship Endowment Fund Bartos Institute for the Resolution of Conflict Fund Brandenburg Endowment Fund The Brown Foundation Scholarship Endowment Fund Campus Center Principal Fund Castle Endowment Fund Amadou Cisse Senegalese Student Aid Endowment Fund Class of ’89 Endowment Scholarship Davis Endowment Fund Davis - Faculty/Staff Development Fund Sebastien de Halleux Scholarship Endowment Dwan Light Sanctuary Endowment Fund Eastern Europe Scholarship Endowment Fund Lucas J. Finnegan ’98 Scholarship Fund Franklin Endowment Fund Geier International Scholarship Endowment Fund Geier Plaza Endowment Fund General Operating Endowment Fund General Scholarship Principal Fund Getz Beneficial Fund Principal Greek Scholars Endowment Fund Gulf Interstate Company Endowment Fund Armand Hammer Memorial Endowment Fund Helenty Homans Scholarship Endowment Hoover Fund Principal The Huntsman Scholarship Fund Indian Student Scholarship Endowment Fund Bertrand Kan Merit Scholarship Endowment

Rita and KC Kung Scholarship Lansing Field House Endowment Fund Latin American Scholarship Endowment Fund Lucille Lockwood Principal Fund Ted Mann Scholarship Fund Sally C.M. Martin Memorial Endowment Fund Middle East Endowment Fund Middle East Scholarship Endowment Fund Morrie Moss Endowment Fund Muslim Girls Scholarship Endowment Fund Chris Pancoast Memorial Scholarship Fund Kaushalya Parashar Endowment Fund Anthony Portago Scholarship Endowment Ron Prieskorn Endowment Fund Public School Teacher Initiatives in

International Education Fund Victoria Ransom ’95 and Alain Chuard Scholarship Rifkin Endowment Fund Carola Warburg Rothschild Fund Kristian Segerstråle ’96 Scholarship Socially Aware Endowment Fund Noam Stampfer Scholarship Endowment Fund Hilde and Fritz Tannhauser Memorial Scholarship Technology Endowment Fund Dan Tyson Memorial Endowment Fund Frances K. Tyson Fund for Environmental Studies

and Sustainable Development Wilson Family International Endowment Fund Charles Wong Scholarship

WAYS TO GIVE

PLANNED GIFTS

Your gifts to UWC-USA help students from around the world obtain a unique education that prepares them to become leaders for positive change—in the world and in their own communities. UWC-USA offers many opportunities to support the school:

Planned gifts create opportunities for our supporters and UWC-USA. There are many ways to make a planned gift. The best one will balance what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.

CREDIT CARD (INCLUDING AUTOMATICALLY RECURRING MONTHLY GIFTS): Use your American Express, Discover, MasterCard, or Visa to make an online gift at www.uwc-usa.org/give or phone in your gift by calling 505-454-4265.

BEQUESTS. The simplest way to make a planned gift is to name UWC-USA in your will. You can make a bequest of a certain dollar amount, a particular piece of property, a percentage of your estate, or a “residual” (what is left after making specific provisions for loved ones).

CHECK: Make your check payable to the United World College-USA and mail it to the following address:

GIFTS FROM RETIREMENT PLANS. Retirement funds are often taxable—whether to you or your heirs—when withdrawn. If you make a gift directly from your retirement fund to UWC‑USA, you can often avoid these taxes by taking an offsetting deduction for your charitable gift.

UWC-USA Advancement Office P.O. Box 248 Montezuma, NM 87731-0248 USA GIFT OF STOCK: You can contribute the fair market value of appreciated securities and avoid capital gains tax on the appreciated value of the stock. See www.uwc-usa.org/waystogive for the school’s broker information.

GRANT: You can designate UWC-USA as a recipient of a grant from a family foundation, charitable gift, or donor-advised gift fund.

GIFTS THAT RETURN FINANCIAL BENEFITS. Gifts that pay income are often favored by donors with appreciated assets such as a business, stocks, or real estate. These gifts can be structured to provide you and/or others with income, tax savings, and other benefits while leaving a lasting legacy for UWC-USA. To learn more about tax benefits related to planned giving, please speak to your financial advisor. If you would like to have a confidential dialogue about supporting UWC‑USA with a planned gift, please contact Vice President for Advancement Christie Baskett at 505-454-4214 or christie.baskett@uwc-usa.org.

MATCHING GIFT: Many organizations match charitable gifts of employees, spouses, directors, or retirees. Please request a matching-gift form from your personnel office and send it with your gift to UWC-USA. To see whether your employer has a matching-gift program, use our search tool on the upper right of the online-giving page (www.uwc-usa.org/give).

FOR DONORS IN THE UNITED KINGDOM AND EUROPE: Gifts may be sent via bank transfer to the UWC International Office in London. See www.uwc-usa.org/waystogive for details for the pound, euro, and U.S. dollar accounts as well as information on how to register for Gift Aid (a scheme for U.K. taxpayers, allowing donations to be worth 28 percent more at no additional cost).

UWC-USA is a 501(c)(3) organization, EIN 85-0297355. Our legal name is The Armand Hammer United World College of the American West.

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UWC-USA Annual Report 2014

P.O. Box 248 Montezuma, NM 87731-0248 USA www.uwc-usa.org

UWC MAKES EDUCATION A FORCE TO UNITE PEOPLE, NATIONS, AND CULTURES FOR PEACE AND A SUSTAINABLE FUTURE.

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