UWC-USA 2018 Annual Report

Learn, Reach, Grow

2018 Annual Report

CONTENTS O U R LE AD E R S H I P

O U R PRO G R AMS

Young Alumni

33

Letter From the Board Chair

1

Summer Programs

14

Other Supporters

33

Letter From the President

2

Signature Programs

16

Annual Fund Volunteers

47

Board of Trustees

4

Arts and Culture

18

Philanthropic Support by Class 48

Distinguished Trustees and Emeritus Leaders

Wilderness

20

4

Bartos Institute

22

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

58

Sustainability

24

Named Endowments

62

Academics

26

O U R FI NAN CES Financial Report

6

WAYS TO G IVE

O U R DO N O R S

O U R ST U D E NTS National Committees and U.S. National Committee

10

Where Students Are From

11

Class of 2018 Matriculation List

12

Philanthropic Support

by Giving Level

Scholarships 63

28

Ways to Give and Planned Gifts

64

The Mountbatten Society 29 The Lockwood Society

30

The Castle Club

31

PHOTOS BY CHRIS CORRIE

LET TER FROM THE BOARD CHAIR

D E A R A LU M N I A N D FR I E N DS , Thank you for taking the time to reflect on the state of UWC-USA and our plans to do even more to deliver on our mission.

In addition to the growth and development of our students and programs outlined in the president's letter, we have much to celebrate at UWC-USA. With everyone’s help, we had another successful Annual Fund campaign, with the Davis Family Challenge Grant providing an additional $2 million for scholarships and programs. And special thanks to our growing alumni community: Since 2014, alumni giving has increased by 33 percent, the average gift size has increased by 12 percent, and participation has ranged from 27 percent to 36 percent.

We would love to hear from you.

Please send an email to BoardChair@uwc-usa.org to share your thoughts and questions.

Why am I focusing on alumni giving? Simply put, our alumni are our future—in more ways than one. Our world needs UWC values and skills more than ever. And our alumni will be increasingly important as we chart the next chapter of UWC-USA’s journey. We are starting to look ahead to the 50th anniversary of UWC-USA and how we can ensure our school is better, stronger, and can deliver the UWC mission even more effectively in the next 50 years.

I know that our 50th is still 14 years away, but we will need that time to do justice to our mission and the challenges we face. To stimulate our thinking over the past year, we have done important work in three areas: • Our strategic plan – with a focus on strengthening our program and the UWC experience and the role that everyone needs to play.

• A master plan for our campus – evaluating how we make our aging campus more sustainable and mission-aligned. And making sure our significant annual maintenance expenses are being put to good use.

• Outlines of a capital campaign – beginning to understand the financial implications of staying sustainable and relevant over the next 50 years.

Over the coming months (and years!), you will be hearing more about these plans. And we will be looking for your guidance, creativity, and support as our thinking evolves.

In today’s world, UWC is needed more than ever. And we need you to make sure UWC-USA is leading the way. So please stay engaged, give us your thoughts, visit the campus, live our values, and spread the word.

Thank you for everything you do, and I look forward to working together for a better future.

ST E V E N F. D I C H T E R Board Chair, UWC-USA

1

LETTER FROM THE PRESIDENT

G R E E T I N GS FRO M M O N T E ZU M A! The past year has been excellent in three very specific ways.

First, we graduated another wonderful cohort of bright, motivated students. These future citizens and leaders are ready to take on a variety of important challenges. They will do so with courage, confidence, and compassion. We celebrate their accomplishment and wish them well as they launch!

Second, our work to strengthen our foundation is gaining momentum. We committed to greater alignment of mission and resource allocation through restructuring, salary reduction at the leadership level, a compensation and market study to guide decisions around equity and income inequality, zerobased budgeting to assess expenditures more strategically, and targeted staffing at the program level. As you'll read from the treasurer's report, financial sustainability is a top priority of the Board of Trustees. So too is living our mission in the administrative decisions we make every day.

Our multiyear financial projections are healthier, too. Careful attention to expenditures combined with the generosity of our faculty (100 percent giving to the Annual Fund!), staff, alumni, friends, and board made a real difference this past year. So did new friends to UWC-USA. The Davis family has challenged us to give more and do more on behalf of our students and the

2

movement. We take this wonderful challenge seriously. We are inspired and determined to live up to the confidence it expresses. It feels great to be pulling together when the world seems to be moving apart.

On the program side, we streamlined experiential education for greater impact on our students and communities. Going forward, we will focus on four “signature programs.” Why? So our students can experience the power to make a lasting difference right where they are. Wherever they are. Wilderness, Constructive Engagement of Conflict, Arts and Culture, and Sustainability will be our students’ proving ground. So will residential life, where we are focused on social and emotional learning and restorative justice programming as important pillars of a diverse community dedicated to peace and the conditions that make it possible.

Third, we are laying the foundation to innovate for impact. As Steve mentions in his letter, we began work this past year on strategic, campus, and campaign plans. All focus on mission alignment. All focus on sustainability. All focus on creating a powerful and empowering place-based UWC-USA experience.

In the coming year, we will develop these plans. We will need your help, and we will reach out to get it. Stay tuned for exciting opportunities to give back by thinking forward!

There are many other ways we are gaining momentum as a school, a community, a movement. I have enjoyed sharing our forward motion with alumni and friends as I travel. I have also enjoyed hosting people here in Montezuma this past year.

Highlights included hosting Shelby and Gale Davis at graduation and welcoming the largest reunion ever back to Montezuma this summer. Shelby and Gale inspired all of us. It was great to meet alumni, their families, and many faculty and staff who have since moved on from UWC-USA. Hearing the ways they continue to live the mission was energizing and made me feel grateful to be part of the UWC movement. Our UWC community is awake to the challenges of this moment in world history. UWC is the answer. It is up to us to speak it loudly.

Thank you for making this important educational experience possible for so many young people and for helping us to launch another cohort of changemakers poised to make a positive difference in the world.

My determined best,

V I C TO R I A J . M O R A , PH . D President, UWC-USA

3

2 017– 2 018 BOARD O F TRUSTE ES (A B OV E )

Steven F. Dichter, Chair Mark Alexander Bill Banowsky Marc P. Blum Leigh Ann Brown Manolo Espinosa ’87 Ben Jones AC’91 Marybeth Kravets Kuo-Chuan (KC) Kung ’87 Justin Lee ’95 Marisa Leon ’87 Victoria J. Mora Ben Melkman ’98 Jonathan L. Schneider Thomas Schwingeler ’86 Subitha Subramaniam ’88 Tyler C. Tingley Melanie Weston ’86

4

D IST I N GU IS H E D TRUST E ES

E M E RIT US LE AD E R S

Nancy Anixter

Lisa A.H. Darling President Emerita

William Anixter Alvin Chereskin Shelby M.C. Davis Thomas P. Dickerson AC’68 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 Michael Taylor ’91 Sarah W. Taylor Litsa D. Tsitsera

Philip O. Geier III President Emeritus Theodore Lockwood President Emeritus Thomas P. Dickerson AC’68 Chairman Emeritus James B. Taylor Chairman Emeritus

5

FINANCIAL REPORT

G R E E T I N GS FRO M H O N G KO N G , In the first letter I wrote as treasurer two years ago, I addressed a number of important details about the finances of UWC-USA. Specifically, I drew attention to the following facts: • Delivering a UWC education is simply expensive. The annual cost to educate a single student for one year is over $50,000.

• The tuition that students pay only covers a small share of the cost of the program for that student; the remaining two-thirds are paid for by our Annual Fund and generous donors like Shelby Davis and our alumni and friends.

• UWC-USA historically was balancing its budget in part by deferring spending on major capital projects. These are projects that only get more expensive as they wait to be addressed.

I am pleased to report that we have made significant progress in all three of the areas in this fiscal year (2017-18) for the following reasons: • With the support of a remarkable number of alumni and friends, we met the Davis Family Challenge Grant for the first year. Because we raised more than $2 million in our Annual Fund in 2018, we were awarded a $2 million match through the generosity of the Davis family. The Annual Fund is accounted for as part of the Gifts to Operations.

The Annual Fund increased by an amazing 17% over last year. This represented an amazing 17 percent increase in giving over last year.

• Under the leadership of the administration, the school developed an even greater costconscious mindset that resulted in a seven percent reduction in total operating expenses.

• Despite an increase in capital expenditures (related to deferred maintenance), our cost-conscious mindset has helped us realize a small budget surplus of $29,933.

Achieving financial sustainability while delivering a high-quality education has always been a key priority for the Board of Trustees, and we are encouraged that we are taking strides in the right direction. As long as we continue to match the Davis Family Challenge Grant, we will have four years to achieve long-term structural financial sustainability. As we look ahead to our 50th anniversary, however, we still have a tremendous amount of work to do. We know that to fully fund our scholarships and our operations—especially after the Davis Family Challenge Grant expires in four years—will require additional fundraising for our endowment. Further, the recently completed campus master plan indicates even more funds necessary to provide a space for our students to live, work, and learn.

I want to add my thanks to that of Victoria and Steve. We are fortunate to work with so many talented and generous alumni and friends. Thank you very much for your continued support.

Sincerely,

KC KU N G ’ 87

6

Board of Trustees and Finance Chair, UWC-USA

7%

growth in market value of endowment pool, 5/31/17 vs. 5/31/18

reduction in operating expenses, 2017 vs. 2018

COST TO E DUC AT E A S I N G LE UWC- USA ST U D E NT

in thousands of dollars

$60

$50 $40 $30 $20 $10 0

Cost Per Student

2017 Tuition Received Per Student

2018 Average Scholarship Per Student

$131,567,253

3%

market value of endowment pool as of 5/31/18 7

REVENUES

$14,354,915

FYE 2017 FYE 2018

Funding Released From Endowment

$3,825,744

$4,635,367

Tuition From Families and National Committees

$3,295,781

$2,443,893

Gifts to Operations

$2,175,029

$2,246,407

Davis Initiatives Grants

$1,000,000

$1,000,000

$–

$2,000,000

$291,641

$266,167

$10,588,195

$12,591,834

Davis Family Challenge Grant Summer Programs/Auxiliary Income OPERATING REVENUE

total revenue fiscal year 2018

Endowment Funds Released for U.S. Davis Scholars Abroad $1,391,059 $1,763,081 Deficit Covered by Reserves

$1,044,005

NONOPERATING REVENUE

$2,435,064

$– $1,763,081

TOTAL REVENUE

$13,023,259

$14,354,915

TOTAL RE VE N U E , F YE 2 018 TUITION

17%

ENDOWMENT

32% 16% 2%

SUMMER PROGRAMS/ AUXILIARY INCOME

DAVIS INITIATIVE GRANTS

7%

12%

GIFTS

14% DAVIS FAMILY CHALLENGE GRANT

ENDOWMENT FOR U.S. DAVIS SCHOLARS ABROAD

8

EXPENSES

FYE 2017 FYE 2018

Educational Programming*

$7,840,644 TUITION

$7,580,263

General Administration

$1,157,850

$936,668

ENDOWMENT

OPERATING EXPENSES

32%

$1,907,532 $10,424,463

Expenses U.S. Davis Scholars Abroad

$1,391,059

$482,918 16%

Capital Expenditures

$1,763,081 $2,137,438 GIFTS

total expenses NONOPERATING EXPENSES $1,873,977 $3,930,452 and

SUMMER PROGRAMS/ transfers AUXILIARY INCOMEAND TRANSFERS TOTAL EXPENSES $13,023,259 $14,354,915 fiscal DAVIS INITIATIVE GRANTS year DAVIS FAMILY *Funds used for housing students and carrying out academic and co-curricular programs, including CHALLENGE GRANT 2018 compensation and support for employees who facilitate these programs.

Surplus Added to Reserves

2%

7%

$–

12%

$29,933

14%

ENDOWMENT FOR U.S. DAVIS SCHOLARS ABROAD

TOTAL E XPE NS ES AN D T R ANS FE R S , F YE 2 018

$14,354,915

$2,150,788 17%$11,149,282

Facilities

$60

in thousands of dollars

$50 $40 $30 $20 $10

0

2017 Cost

Tuitio Per S

Aver Per S

$6

15% EDUCATIONAL PROGRAMMING

13%

53%

in millions of dollars

$5

CAPITAL EXPENDITURES

$4 $3 $2 $1 0

FACILITIES

2017

Sch

Ne

12% 7%

U.S. DAVIS SCHOLARS ABROAD

GENERAL ADMINISTRATION

9

N at i o n a l C o m m i t t e e s A N D U . S . N at i o n a l C o m m i t t e e

A D M I SS I O N TO U WC- USA – A N D A L L OT H E R U WC S – I S D E T E R M I N E D A L M OS T E XC LUS I V E LY BY N AT I O N A L CO M M IT T E E S comprised of alumni, education leaders, and UWC advocates in over 150 countries around the world. Students apply to the National Committee from their country of residence and are placed at UWCs around the world.

10

U. S . S E LEC T I O N CO M M IT T E E M E M B E R S Jim Pautz ’02, Co-Chair Laura Simeon AC’86, Co-Chair Brian Bava ’91 Amy Garrou Jessica Mowles ’03 Naya Mukherji UWCMC’02 Nancy Sinex

POLAND SWEDEN FINLAND NORWAY DENMARK LITHUANIA GERMANY NETHERLANDS RUSSIA UNITED KINGDOM HUNGARY CANADA BELGIUM BOSNIA & HERZEGOVINA LUXEMBOURG UKRAINE SWITZERLAND FRANCE BULGARIA AFGHANISTAN ITALY GEORGIA TAJIKISTAN PORTUGAL ARMENIA USA PAKISTAN ALBANIA JAPAN SYRIA SPAIN TIBET GREECE IRAQ CHINA MOROCCO TURKEY NEPAL BERMUDA TUNISIA SOUTH KOREA PALESTINE IRAN JORDAN BANGLADESH CAYMAN ISLANDS ISRAEL UNITED TAIWAN BELIZE BAHAMAS MEXICO ARAB HONG KONG HAITI EMIRATES INDIA HONDURAS SENEGAL GUATEMALA BARBADOS OMAN MYANMAR JAMAICA EL SALVADOR TRINIDAD & TOBAGO NICARAGUA THAILAND SOMALILAND VENEZUELA VIETNAM COSTA RICA SIERRA LEONE SUDAN COLOMBIA MALAYSIA NIGERIA BURKINA FASO SINGAPORE EQUADOR CAMEROON DEMOCRATIC INDONESIA REPUBLIC OF CONGO-BRAZZAVILLE BRAZIL THE CONGO PERU ANGOLA BOLIVIA NAMIBIA CHILE ARGENTINA

PARAGUAY

MOZAMBIQUE BOTSWANA KINGDOM OF ESWATINI

URUGUAY

NUMBER OF STUDENTS

WHERE STUDENTS ARE FROM

51

7

6

4

5

3

2

1

I N 2 017-18 , S T U D E N TS R E PR E S E N T E D 9 4 CO U N T R I E S : Honduras

Myanmar

Spain

Albania

Cayman Islands

Hong Kong

Namibia

Sudan

Angola

Chile

Hungary

Nepal

Sweden

Argentina

China

India

Netherlands

Switzerland

Armenia

Colombia

Indonesia

Nicaragua

Syria

Bahamas

CongoBrazzaville

Iran

Nigeria

Taiwan

Iraq

Norway

Tajikistan

Israel

Oman

Thailand

Italy

Pakistan

Tibet

Afghanistan

Bangladesh Barbados

Costa Rica

Belize

Democratic Republic of the Congo

Jamaica

Palestine

Bermuda

Denmark

Japan

Paraguay

Trinidad & Tobago

Bolivia

Ecuador

Jordan

Peru

Tunisia

Bosnia & Herzegovina

El Salvador

Poland

Turkey

Finland

Kingdom of eSwatini

Portugal

Ukraine

Botswana

United Arab Emirates

Belgium

France

Lithuania

Russia

Brazil

Georgia

Luxembourg

Senegal

Bulgaria

Germany

Malaysia

Sierra Leone

Burkina Faso

Greece

Mexico

Singapore

Cameroon

Guatemala

Morocco

Somaliland

Canada

Haiti

Mozambique

South Korea

United Kingdom United States Uruguay Venezuela Vietnam

11

M AT R I C U L AT I O N L I S T

2 018 G R A D UAT E S O F U WC- USA Bard College

Gettysburg College

Northeastern University

University College London

Bennington College

Grinnell College

Northwestern University

Berea College

Harvey Mudd College

New York University (2)

University College London Economics & Development

Brown University

Hawaii Pacific University

University of Chicago

Colby College

Hotelschool at The Hague

New York University Abu Dhabi (2)

College of Idaho (5)

Iowa State University

Olin College of Engineering

University of Edinburgh

College of the Atlantic

Kenyon College

Pomona College

University of Florida

King's College London

Princeton University

University of Glasgow

Columbia University

Lehigh University

Queen's University

Columbia University/ Sciences Po

Leiden University

Quest University

University of North Carolina Chapel Hill (2)

Lewis and Clark College

University of Oklahoma

Dartmouth College

Luther College (2)

Rose-Hulman Institute of Technology St. Lawrence University (2)

University of Pennsylvania

St. Olaf College (2)

University of Richmond

Sciences Po

University of Rochester (3)

University of British Columbia (2)

Wellesley College (5)

University of California, Berkeley (4)

Worcester Polytechnic Institute

Colorado College (2)

Duke University (2)

Macalester College (2)

Earlham College (3)

Manchester University

Emory University

McGill University (2)

Florida Institute of Technology Franklin University (Switzerland)

Methodist University (2) Middlebury College (4) Mount Allison University

Students will also take a year for: Gap Year/Military Service (12), Global Citizen Year (2)

12

University of Delaware

University of Oregon

Wesleyan University

13

S U M M E R P R O G R A M S

50 500+

students attending GLF

teachers participating in UWC-USA summer IB seminars

I N A D D IT I O N TO ITS T WO -Y E A R AC A D E M I C PRO G R A M , U WC- USA O FFE R S S U M M E R PRO G R A M S FO R YO UT H A N D E D U C ATO R S E AC H Y E A R . The programs are opportunities for the school to expand its impact beyond the students who attend during the academic year.

UWC-USA was one of the very first International Baccalaureate (IB) schools in the United States and has been offering IB teacher workshops since 1992. Each summer, more than five hundred teachers participate in seminars led by workshop leaders employed by UWC-USA to help IB teachers from around the world. “We are essentially pioneers in IB education in the U.S.” says Eyad Shabaneh, Director of the IB Teacher Training Programs. “With growing interest in the IB curriculum, we continue to have strong enrollment.”

countries represented by students attending GLF

16

While the educator program is located off campus, students from around the world attend the Global Leadership Forum (GLF), a recognized UWC short course in Montezuma. The 50 students who attended this summer came from 16 countries and were led by eight staff members. Jason Brewer, GLF director, believes that the program is an important feeder program for the UWC movement. “The students who attend GLF are interesting applicants for the Davis Scholarships here at UWC-USA and for National Committees around the world.”

Each summer, GLF participants work on the school’s farm, hike in the mountains, complete projects with other teens from around the world, and develop community projects that they implement when they return home.

15

S I G N AT U R E P R O G R A M S

I N A D D IT I O N TO AC A D E M I C S , W H I C H I S G RO U N D E D I N T H E I NT E R N AT I O N A L BACC A L AU R E AT E (I B) D I PLO M A PRO G R A M , U WC- USA H A S I D E N T I FI E D FO U R S I G N AT U R E PRO G R A M A R E A S T H AT A L L S T U D E N TS E X PLO R E D U R I N G T H E I R T WO Y E A R S O N C A M PUS .

The Bartos Institute for the Constructive Engagement of Conflict provides students with the skills to mediate differences between people with different backgrounds— a fundamental skill for a UWC student. The arts and culture program helps students learn about and explore the cultural differences between community members and challenges them to find new ways to express their values and experiences. Sustainability is central to the UWC mission, and an important part of our work is to become good stewards of the world we inhabit. And Wilderness provides opportunities for students to challenge themselves, develop leadership skills, and cultivate a keener appreciation of the natural world.

The following pages provide a look at these five program areas that are essential to the UWC-USA experience.

16

4 signature program areas

years of life-changing experiences for every student

2

A R T S A N D C U LT U R E

12

75 participants in one of seven student music ensembles

167

theatre events

18

students participating in Culture Week Showcases

15

genres represented in music performances

52 Spring Dance Recital participants and assistants

student art exhibitions

2

19

W i l d e r n e s s

16

20

shovels used to make igloos on the winter camping trip

54

54 students trained in lifesaving wilderness medicine techniques

expeditions

1,253

students who hiked without supervision for April finals

pounds of food consumed on the Wilderness leadership expedition

6 82 raincoats used during monsoon season excursions

B a r to s I n s t i t u t e

5,000

the

50 #

restorative justice activities facilitated

hours of community service delivered to New Mexico youth

80 volunteers engaged in mentoring our students

student leaders trained for the class of 2019

28

schools partnered with for leadership development programs

15

1,650

students who participated in physical activities during at least one semester

24

volunteer hours logged by students at the farm

S u s ta i n a b i l i t y

100%

recreational sports and physical activities offered

15

15,631

10,270

water-bottles saved by our water-bottle filler and fountains in the Edith Lansing Field House

pounds of produce generated by the farm

60 farm crew volunteers

44 soccer balls, basketballs, and rugby balls purchased

AC A D E M I C S

59 languages taught

26

660

96 students who passed the IB Diploma

Internal Assessments written and graded

average number of hours in exams

18

26 subjects taught

33 average Diploma Programme score

27

28

Annual Fund Volunteers

17% increase in giving to the Annual Fund 2017 vs. 2018

Paul Grimes PhD ’84

Justin Karfo ’05

Eugenio Ruggiero PhD ’84

Natalia Bernal Restrepo ’05

Sven Van der Hazel ’85

Bassirou Sarr ’05, Co-Chair

Melanie Weston ’86

Nalleli Nava Miranda ’06

Karen Taylor de Caballero ’87, Co-Chair

Nelson Chiwara ’07

Mauricio de Arruda ’88

Mars Chapman ’08

Klaus Desmet PhD ’88

Luke Brennan ’09

Oguz Bardak ’90

Natalie Kennelley ’09

Xavier Furtado ’92

Elena Tonc ’09

Clay Samford ’92

Rayah Al-Farah ’10

Matthew Morse ’93

Zippy Guerin ’10, Co-Chair

Lee Douglas ’94

Charlotte Benishek ’11

Kathryn Holmgaard ’95

Chandra Swanson ’11

Clio Knowles ’95

Iris van der Heijden ’11

James Bowen ’96

Morgante Pell ’12

Gert Ceville-Danielsen ’96

Otto Nagengast ’13

Serap Bardak ’97

Karlo Skarica ’13

Tyler Davis ’97

Samuel Haddad ’14

Baha Jabarin ’97

Jessika Nebrat ’14

Arianne Zwartjes ’97

Emma Richter ’16

Mustansir Barma ’98, Co-Chair

Caio Arias ’17

Ariel Maddocks ’98

Luis D’Introno ’17

Sabrina O’Dwyer MBChB ’99

Hans-Petter Jacobsen ’17

Valerie Gerber ’99

Nora Venin ’17

47

48

Philanthropic Support

by Class 80% 60% 40%

W E A R E E N O R M O US LY G R AT E FU L TO O U R A LU M N I W H O G AV E BAC K TO U WC- USA D U R I N G 20% 2 017-2 018 A N D T H R I L L E D TO R E P O RT A PA RT I C I PAT I O N R AT E O F 3 0% . Alumni support allows us to ensure the same transformational experience for today's students and generations of UWCers to come. We also thank the many 0 alumni who assist the school, especially our Annual Fund volunteers, Reunion Committee members, internship providers, National 1987 and talent 1985 1988 1995 Committee volunteers, events organizers and hosts, campus speakers, and others who give of their time 1986 to enrich UWC-USA. Alumni Donors

TO P FIVE CL A SS ES FO R I N CRE A S E I N PART I CI PAT I O N FRO M 2 016 -17 TO 2 017-18

TO P FIVE CL A SS ES FO R PART I CI PAT I O N 80%

40%

60%

30%

40%

20%

20%

10%

0

1988 1987 1986 1985 1995 Alumni Donors

0

1997 2010 1987 2009 1985 Increase in Donations

49

50

TOTAL DONATED

ANNUAL FUND DONATIONS

PARTICIPATION*

1984

$70,798

$70,798

27%

27%

2001

$1,700

$1,700

6%

6%

1985

$22,991

$22,991

50%

50%

2002

$4,129

$4,129

20%

20%

1986

$30,053

$30,153

52%

51%

2003

$3,043

$3,043

20%

20%

1987

$65,968

$65,868

56%

56%

2004

$4,705

$4,705

16%

16%

1988

$90,845

$90,845

62%

62%

2005

$3,445

$3,085

29%

28%

1989

$9,596

$9,596

17%

17%

2006

$6,756

$6,756

34%

34%

1990

$31,032

$31,032

37%

37%

2007

$4,773

$4,773

34%

34%

1991

$20,600

$20,375

38%

37%

2008

$3,511

$3,451

33%

32%

1992

$18,919

$18,919

31%

31%

2009

$3,497

$3,497

32%

32%

1993

$8,170

$8,170

23%

23%

2010

$3,013

$3,013

46%

46%

1994

$13,405

$13,405

39%

39%

2011

$1,245

$1,245

24%

24%

1995

$18,911

$18,911

38%

38%

2012

$10,929

$10,929

9%

9%

1996

$43,061

$43,061

30%

30%

2013

$985

$965

18%

17%

1997

$8,484

$8,434

48%

47%

2014

$294

$294

11%

11%

1998

$13,588

$13,238

31%

30%

2015

$507

$457

11%

10%

1999

$13,044

$12,594

32%

31%

2016

$396

$396

20%

20%

2000

$1,865

$1,865

15%

15%

2017

$1,128

$1,128

32%

32%

ANNUAL FUND PARTICIPATION

CLASS

TOTAL ANNUAL FUND PARTICIPATION

ANNUAL FUND PARTICIPATION

TOTAL ANNUAL FUND DONATIONS

PARTICIPATION*

TOTAL PARTICIPATION*

ANNUAL FUND DONATIONS

TOTAL DONATIONS

30%

TOTAL DONATED

$535,386 30% $533,821

CLASS

*Class participation is calculated by dividing the number of alumni donors by "contactable" alumni in a class. "Contactable" means that the alumnus/a has not requested that we do not contact him/her and we have at least one of the following: email, address, or phone number.

NAMED ENDOWMENTS

WE ARE G R ATEFU L TO TH E G EN EROUS DON OR S WH O S E T U P TH E FOLLOWI NG NAM ED EN DOWM ENT FU N DS AN D ENCOU R AG E ADD ITIONAL G I F TS TO ANY OF TH ES E FU N DS .

To create a new fund (minimum gift of $50,000), please contact Christie Baskett at 505-454-4214 or christie.baskett@uwc-usa.org.

62

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 Fund Davis Conflict Area Endowment 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 Co. 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 I Noam Stampfer Scholarship Endowment Fund II Hilde and Fritz Tannhauser Memorial Scholarship Technology Endowment Fund Dan Tyson Memorial Endowment Fund Wilson Family International Endowment Fund Charles Wong Scholarship

F U L LY F U N D E D S C H O L A R S H I P S

T H E FO L LOW I N G N A M E D E N D OW E D FU N DS PROV I D E D A FU L L S C H O L A R S H I P FO R T H E ST U D E NT FRO M T H E CO U N T RY L I ST E D I N 2 017– 2 018 . We are grateful for the many endowed funds that also provide partial scholarships, but because of space limitations, the following only could be listed.

Conflict Area Endowment Fund Ali ’18, Iran; David ’19, Mexico

Temazulu ’19, Kingdom of eSwatini; plus partial scholarships for 95 students

Charles Wong Scholarship Funds held for next year

Helenty Homans Scholarship Endowment Ayham ’18, Palestine; Rani ’18, Israel

Davis Scholars Endowment Fund 51 American students Davis African Scholarship Endowment Adama ’18, Senegal; Anabela ’19, Angola; Carmen ’19, Mozambique; plus partial scholarships for 2 students

J.K. Huntsman Scholarship Viarie ’19, Bermuda Bertrand Kan ’84 Merit Scholarship Endowment Laura ’18, Netherlands

Davis Asian Scholarship Endowment Partial scholarships for 8 students

Rita and KC Kung ’87 Scholarship Funds held for next year

Davis Eastern European Scholarship Endowment Alinazar ’19, Tajikistan; Anton ’19, Bulgaria; plus partial scholarships for 4 students

Muslim Girls Scholarship Endowment Fund Dana ’18, Jordan; Hala ’19, Jordan; Hanane ’19, Morocco; Layla ’18, Syria

Davis Latin American Scholarship Endowment Aurora ’19, Nicaragua; Changmin ’19, Costa Rica; plus partial scholarships for 5 students Davis Middle Eastern Scholarship Endowment Ayala ’19, Israel; Diana ’19, Afghanistan; Kavi ’19, Iraq; plus partial scholarships for 3 students Sebastien de Halleux ’96 Scholarship Endowment Funds held for next year Lucas Finnegan ’98 Memorial Scholarship Fund Mustafa ’19, Sudan Geier International Scholarship Endowment Fund Gabriela ’18, Bolivia; Johana ’18, Peru; Marguerite ’18, Netherlands; Lautaro ’18, Argentina; Ted ’19, Haiti;

Victoria Ransom ’95 and Alain Chuard Scholarship Funds held for next year Kristian Segerstråle ’96 Scholarship Half scholarships to Irene ’19, Finland; Salli ’19, Finland Noam Stampfer Scholarship Endowment Fund I Josebell ’18, Ecuador; Luciana ’18, Brazil Noam Stampfer Scholarship Endowment Fund II Mustafa ’19, BRC Hilde and Fritz Tannhauser Memorial Scholarship Cora ’19, Brazil Wilson Family International Endowment Fund Saw James ’18, Myanmar *For privacy reasons, the students’ first names only are listed.

I N A D D IT I O N , T H E FO L LOW I N G FU L L S C H O L A R S H I PS W E R E PROV I D E D T H I S Y E A R T H RO U G H CU R R E N T Y E A R D O N AT I O N S .

We are grateful for the many donors who support scholarships, but because of space limitations, the following only could be listed. We especially appreciate the donations to provide partial scholarships for students from Chile, Democratic Republic of the Congo, Guatemala, Poland, Venezuela, and refugee students.

Aman Scholars Anushka ’18, Pakistan; Ayesha ’18, Pakistan Andrade Scholar Jonas ’19, Brazil Class of 1989 and 1990 Scholar Andrii ’18, Ukraine Davis Impact Scholars Abdulrahman ’18, Iraq; Jonathan ’19, Democratic Republic of the Congo Horizon Scholars Majd ’18, Syria; Oyo ’18, Tibetan Refugees in India; Tsethar ’19, India The Multinational Educational Charitable Trust 1909 Scholars Mariia ’19, Ukraine; Mauricio ’18, Mexico; Michelle ’19, Germany; Nataly ’19, Palestine; Nicolas ’18, Colombia; plus 17 partial scholarships for students from various countries Velux Scholars Lyudmila ’18, Bulgaria; Mark ’18, Hungary *For privacy reasons, the students’ first names only are listed.

63

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.

WAY S T O G I V E

U WC- USA O FFE R S M A N Y O PP O RT U N IT I E S TO S U PP O RT T H E S C H O O L :

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.

CHECK

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

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.

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. For more information on how you can support UWC-USA, please contact Vice President for Advancement Christie Baskett at 505-454-4214 or christie.baskett@uwc-usa.org.

64

PL A N N E D G I F TS C R E AT E O PP O RT U N IT I E S FO R O U R S U PP O RT E R S A N D U WC- 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.

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).

GIFTS FROM RETIREMENT PLANS

GIFTS THAT RETURN FINANCIAL BENEFITS

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.

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.

65