2010-2011 Endowment Funds


Endowment funds are financial assets that generate income through effective investment of the principal. Portions of this income are used to relieve the operating budget, and, when substantial enough, to help minimize tuition increases. Contributions may be made to existing funds, or new funds may be established through major giſts. Endowment funds are frequently established to honor or remember someone of significance to the school. We are especially grateful to those donors who have established the endowment funds that provide security for our future.


TOTAL ENDOWMENT $19,841,187


CHADWICK GENERAL ENDOWMENT FUND TOTAL $14,130,254


General Endowment Fund Balance: $12,633,432 Established: 1971 By: Sale of land For: Financial aid to students and for specific needs within the operating budget


David Cannom Trustee Fund Fund Balance: $166,797 Established: 1996 at the retirement of longtime trustee David Cannom as a means of honoring his service and the service of all retiring trustees By: Te Board of Trustees in honor of David Cannom and all retired trustees For: Use at the Headmaster’s discretion, primarily for financial aid


2010-11 DONORS Nancy and Skip Burke Phyllis and David Cannom Diana and Daniel Castro Janet and Vincent Esposito Kathryn Forte and Lee Blackman


Kaaren Ingebretsen Hoffman ’58 and Bruce Hoffman


Karen and Christopher Hutchison


Ana Paludi and Michael Lebovitz


Ruth and Roger MacFarlane Manette and Brian McDermott


Bette and Donne Moen Patricia and Carl Reichardt Sibylle and Robert Roessler ’40


Laura and James Rosenwald Robert Sartorius Ann and Derald Sidler Janice and Melvin Snyder Kimberly and David Stone Kia Rode Westhead ’87 and Paul Westhead ’85


Judith and Barry Wolstan


Chadwick Alumni Endowment Fund Fund Balance: $50,264 Established: 2010 By: Kia Rode Westhead ’87 and Paul Westhead ’85 For: Annual support for the school’s highest priorities as established by the Headmaster


2010-11 DONORS Kia Rode Westhead ’87 and Paul Westhead ’85


Frances Johnson Estate Trust Fund Balance: $442,819 Established: 1986 By: Te estate of Frances Johnson, mother of Frank Johnson ’47 and Jacqueline Johnson Kehle ’56, and great- grandmother of two current Chadwick students For: Enhancement of the General Endowment


John Fiske Endowment Fund Fund Balance: $441,349 Established: 2008 By: Members of the Chadwick Community on the occasion of John Fiske’s retirement aſter 31 years of service to the school For: Enhancement of programs to which John is particularly dedicated including outdoor education, the Middle School, financial aid, and the golf team


2010-11 DONORS Benjamin Chen ’99 Jessie and Henry Chen Kathryn Forte and Lee Blackman


Shahla and Roger Rizi Cecilia and Timothy Yu


Samuel H. Scripps ’46 Endowment Technical Production Center Fund Balance: $123,897 Established: 2004 By: Sam Scripps ’46 For: Upgrades and ongoing maintenance to the technical system of the Geoffrey Alan Laverty Center for the Performing Arts


Seeley Mudd/Leavenworth Library Endowment Fund Balance: $271,696 Established: 1981 By: William T. Pascoe III For: Maintenance of the Seeley Mudd Science Building and the Leavenworth Library Learning Center


FACULTY ENDOWMENT FUND TOTAL $640,876


Pascoe Teacher Fellow Fund Fund Balance: $475,537 Established: 1979 By: William T. Pascoe III in honor of his father For: Faculty and staff professional development


Seniors’ Faculty Recognition Fund Fund Balance: $165,339 Established: 1994 By: Parents of the Class of 1994 For: Increasing the school’s endowment and paying tribute to faculty and staff


2010-11 DONORS Laura and David Behenna Natalie and Wesley Bush Yolanda and Michael Cervantes Renita and Richard Chan Kathryn and Jeffery Coyle Diane and Steven Crawford Teresa and Robert Dawson Teresa and Tomas DeRogatis


2010 - 11 ANNUAL REPORT 15


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