ANNUAL REPORT / THE WESTTOWN FUND Behind the Numbers 2019–2020 ANNUAL REPORT * Deceased | ● Granolithic Society Charter Member (2-4 years) | ■ Granolithic Society Milestone Member (5-19 years) | ◆ Granolithic Society Lifetime Member (20 years +) 1 ANNUAL REPORT / THE WESTTOWN FUND 2 WESTTOWN SCHOOL 2019–2020 ANNUAL REPORT Behind the Numbers 2019–2020 ANNUAL REPORT TABLE OF CONTENTS 02 DEAR FRIENDS Letter from Head of School Tori Jueds 03 GIVING BY THE NUMBERS 06 DONOR LISTS Please note: some of the photographs used in these pages were taken pre-pandemic. 01 ANNUAL REPORT Giving Dear Friends, by the THE 2019–20 SCHOOL YEAR began as usual at Westtown, with a joyful return to Numbers campus, the start of classes, athletic competitions, theater performances, student trips, and interactive projects. Then the pandemic launched our school into Gifts at a Glance uncharted territory. Since March, our school community has adapted to unprece- dented circumstances in many ways. As you read in the Summer/Fall 2020 issue of The Westonian, Westonians of all ages have risen beautifully to the challenges of this extraordinary time. Teachers, adminis- trators, staff, and students have all done their part. In addition, this report honors the 10.4% of total raised ($150,121) tremendous generosity of Westtown alums, parents, parents of alums, grandparents, were gifts up to $499 and other friends, who stepped forward — in some cases repeatedly — to ensure that our school could provide an education worthy of our mission at this difficult time. The pages that follow describe and honor the support given to Westtown in 2019–20, and the significant financial commitment of our generous donors. 24.3% In the midst of this pandemic, you helped us raise more than $4 million for of total raised ($352,533) were gifts from $500–$2,499 Westtown. Indeed, you helped us set a Westtown Fund record at $1,448,543, including gifts to support financial aid, program, and operations. In addition, EITC donors contributed nearly $500,000, directly impacting our scholarship program. Realized bequests and other gifts were given to support scholarships, our Full Access program, the Center for the Living Arts, and other campus facilities and programs. 22.9% of total raised ($332,187) In May, as the pandemic raged, we gathered our Alumni/ae/x community online to were gifts from $2,500–$9,999 celebrate our school. While we mourned the loss of our on-campus Alums Weekend, Zoom allowed Westonians to share their musical talents, join in Meeting for Worship, and spend time in community with each other. Hundreds of Westonians from all over the world joined us for four days of virtual events and gatherings — including a special 42.4% celebration for Ernie Schoch! While we all looked forward to being face-to-face on our of total raised ($613,701) were gifts of $10,000+ campus, I know alums were pleased to gather online for this annual celebration. Our school remains financially strong even during this crisis, as evidenced by an endowment that reached $104 million as of June 30, 2020. With more than 100 endowed funds, the Westtown endowment supports critical areas such as financial Although not able to have our traditional College Shirt Day aid, faculty professional development and compensation, facilities and sustainability, photo shoot on campus last student programs, and campus operations. Westtown’s strong financial footing is spring, the Class of 2020 sent testament to the excellent planning and stewardship of our current and past Board in their photos and we of Trustees, the care and expertise of our Finance team, and the tremendous celebrated their college choices online. generosity of generations of donors. We continue to be heartened by the kindness and generosity of our extended Westtown community. Even through the toughest of times, we are staunchly committed to our Quaker roots and our uplifting mission — and your caring financial support will allow us to emerge from this crisis stronger than ever. On behalf of present and future Westonians, please accept my very best wishes for a peaceful and joyful 2021, and my heartfelt gratitude for your support. Yours, TORI JUEDS Head of School 02 WESTTOWN SCHOOL 2019–2020 ANNUAL REPORT WESTTOWN’S BUDGET Average* Gift Size Distribution Approximately 79 percent of our operating budget comes from the tuition dollars current parents invest in their children’s education. We invest these and other funds in our students, faculty, and staff. The remaining 21 percent of the operating <$25 $500-$749 budget is financed through income from our endowment, campus rentals, summer programs, and the generosity of thousands of annual donors. $14 $535 $25-$49 $750-$999 REVENUE EXPENSES $30 $843 $50-$99 $1,000-$2,499 $57 $1,578 $100-$249 $2,500-$4,999 $139 $3,119 $250-$499 $5,000-$9,999 $306 $5,428 ■ Gross Tuition & Fees 79% ■ Salaries/Benefits 47% 79■ Endowment 11% +1147■ Financial Aid 30% +4+301211+A $10,000++3 +2+1+A ■ Westtown Fund 4% ■ Academics & Operating 12% Leadership ■ Gross Auxiliary Programs 3% ■ Physical Plant 11% Gifts to The $19,178 ■ Other Fundraising 2% Westtown *Standard practice is ■ Other Income 1% Fund to report “average” gift size vs. “median” gift size for purposes of the Annual Report GIFTS TO THE WESTTOWN FUND BY DESIGNATION 248GIFTS OF $1,000 OR MORE AREA OF GREATEST NEED FINANCIAL AID $1,277,468 $117,333 216GIFTS OF ATHLETICS STUDENT PROGRAMS $1,799 OR MORE $1,833 $6,446 CAMPUS CARE TECHNOLOGY $7,779 $4,132 FACULTY SUPPORT ARTS $20,524 $13,028 ANNUAL REPORT / THE WESTTOWN FUND Gift + Donor THE 2019–2020 WESTTOWN FUND Distribution One of the most immediate and impactful ways one can enhance a <$25 $750-$999 Westtown student’s experience is by making a gift to The Westtown Fund. Each year, we invite the entire Westtown community—our faculty and staff, 209 22 board of trustees, current parents, alumni/ae/x, parents of alumni/ae/x, grandparents, and our friends—to invest in the transformative experiences $25-$49 $1,000-$2,499 that a Westtown education offers. Last year, 1,736 generous donors made 134 171 gifts to the Westtown Fund totaling $1,448,543. PARTICIPATION* $50-$99 $2,500-$4,999 Current Parents Faculty/ Alumni/ae/x Grandparents Trustees TOTAL Parents of Alumni Staff 229 63 2020 16% 36% 22% 9% 96% 90% 17% 2019 19% 43% 26% 10% 100% 96% 21% $100-$249 $5,000-$9,999 2018 20% 41% 28% 11% 100% 100% 21% 561 25 *This chart represents gifts to The Westtown Fund and does not reflect gifts made to other designations in FY ’20 $250-$499 $10,000+ 170 32 $500-$749 120 $1,448,543RAISED FROM 1,736 DISTINCT DONORS AND 17% PARTICIPATION Who gave to the 2019-2020 The Westtown Fund? THE WESTTOWN FUND CONTRIBUTIONS… ALUMNI/AE/X $766,786 ALUMNI/AE/X PARENTS OF ALUMNI/AE/X 1,106 $503,280 CURRENT PARENTS 219 218 $264,702 FACULTY/STAFF CURRENT PARENTS GRANDPARENTS $143,732 26 396 FACULTY AND STAFF BOARD OF TRUSTEES PARENTS OF $68,706 ALUMNI/AE/X TRUSTEES 85 $177,735 GRANDPARENTS 04 WESTTOWN SCHOOL 2019–2020 ANNUAL REPORT ANNUAL REPORT / THE WESTTOWN FUND Thank you The Westtown Fund supports the operating budget of the current fiscal year; Veronica Stinnes E. Jerome Michener ’53 and money raised during the year will be spent in that same year. The following Petersen ’51 and Patricia Lee Michener ’59 ■ donors made a gift to the Westtown Fund between July 1, 2019 and June 30, 2020. Robert Petersen Stephen Payson ’53 and Bruce Reeves ’51 and Helen Stimm Payson ● Carlene Reeves ■ Neil Plass ’53 ■ THE WESTTOWN FUND 1945 1949 John A. Yeatman ’51 ■ James Pugsley ’53 and ALUMNI/AE/X 75th Reunion PARTICIPATION RATE: 22% Emily Pugsley ◆ PARTICIPATION RATE: 36% Anonymous 1952 Philip Richardson ’53 and 1933 Anonymous Joseph Carroll ’49 and PARTICIPATION RATE: 27% Barbara Cerri Richardson ● PARTICIPATION RATE: 100% Elizabeth Locke Besse ’45 ◆ Elizabeth Carroll ● Peg Bruton Batista ’52 ◆ Norma French Shapiro ’53 Jean Dithridge Wohlsen ’33 Owen J. Newlin ’45 Caroline Hogg Anne Moore Batley ’52 ◆ and Joel Shapiro ◆ Gregory Votaw ’45 * Davidson ’49 ◆ Nancy Wallace Bridges ’52 ◆ Elizabeth Forsythe 1934 Virginia Freeman Margery Hoag Charles Dulany ’52 and Ziegenfus ’53 and PARTICIPATION RATE: 100% Wearn ’45 ◆ Freeman ’49 ■ Pauline Dulany ■ William Ziegenfus ● Marianne Sharpless Marilyn Sutton Loos ’49 ● Philip How ’52 ◆ Potts ’34 * 1946 A.J. Ritter Marcus ’49 ● Eleanor Houghton Hurd ’52 1954 PARTICIPATION RATE: 25% Robert Nevitt ’49 and and Alfred Hurd ■ PARTICIPATION RATE: 27% 1936 Robert S. Bates ’46 ● Audrey Nevitt ■ Rosalind Kennedy Anonymous (2) PARTICIPATION RATE: 33% Katherine “Kay” Kurt Cynthia Webster Kenworthy ’52 ● Sandra Turner Belfer ’54 Joseph Hopkins ’36 and Burtin ’46 ● Peterson ’49 and Eleanor Odgers Laver ’52 and Myron Belfer ● Lois Hopkins A. Dalton James ’46 and Leif Peterson ◆ and Joseph Laver Jr. ● Nancy Morris Engle ’54 ■ Kathryn Williams James ◆ John F. Petri ’49 Wiltrud Richter Peter Goodwin ’54 and 1938 Edwin James ’46 Rawleigh Tremain ’49 ● Mott-Smith ’52 ● Janice Goodwin ■ PARTICIPATION RATE: 25% Margaret Taylor Anne Steere Nash ’52 ■ Charles Hazard ’54 ● Lucretia Wood Evans ’38 ◆ Jenkins ’46 ■ 1950 Mary Zimmerman Ott ’52 Douglas Kerr ’54 and Sally Nenner Neville ’46 ◆ 70th Reunion and Richard Ott * ◆ Mary Ann Kerr 1941 J. Ann Raiford Sheriff ’46 PARTICIPATION RATE: 32% Hildegarde Willmann Irene Ullmann PARTICIPATION RATE: 20% Sten af Klinteberg ’50 ● Wilson ’52 ◆ Luhdorff ’54 ■ William Matchett ’41 and 1947 Margot Schutt Backas ’50 ● Whitelaw Wilson ’52 and V. Bruce Rigdon ’54 and Judith Matchett ◆ PARTICIPATION RATE: 30% Helen Hetzel Bair ’50 ■ Margaret Whiting Wilson ● Mary Rigdon Elizabeth R. S. Richards ’41 Anonymous Ronald Birkenfeld ’50 and Maya Alderson Schulze ’54 Martha Bush Thomas ’41 ■ Nichola Bailey ’47 Pamela Birkenfeld ■ 1953 and Frederick Schulze ● James Forsythe ’47 and Virginia A.