A summary of Bertschi School's endowment funds during the year January 1 - December 31, 2024.
Endowment Impact Report
February 15, 2025
Dear Bertschi School Friends and Families,
We are excited to share the latest update on Bertschi School’s endowment funds. Your generosity continues to be a cornerstone of our school’s ability to uphold its mission and values—not just for today’s students, but for generations to come. Because of your thoughtful contributions, Bertschi remains strong, adaptable, and ready to embrace the future with confidence. Since the establishment of our first endowment fund, the support of our community has played a vital role in sustaining key aspects of our mission. From expanding financial aid opportunities to attracting and retaining exceptional educators, funding professional growth, and responding to emerging needs, your commitment makes a lasting difference. Together, we are ensuring that Bertschi students continue to learn, grow, and thrive in an environment that fosters creativity, confidence, and compassion. We are deeply grateful for your belief in Bertschi and your investment in its future. Your gifts to our endowment funds create meaningful opportunities for every student, every day. With your continued support, the path ahead is bright.
Thank you for being part of this journey.
Sincerely,
Raymond Yu Head of School
Rose Bellini Director of Institutional Advancement
Mike Gardner CFO/COO
Bertschi School Endowment Funds Summary As of 12/31/2024
Current Market Balance: $7,904,189
Brigitte Bertschi Financial Aid Endowment $4,074,188
5.7% 3%
General Endowment $1,987,875
14.7%
Sarah M. Hughes Memorial Endowment $1,151,434
51.3%
Faculty Compensation Endowment $447,262
25.3%
Professional Development Endowment $243,430
Bertschi School Endowment Funds - Balance History
Brigitte Bertschi Financial Aid Endowment Fund
Established 2004
The Brigitte Bertschi Financial Aid Endowment Fund honors our founder’s dedication to socioeconomic diversity. It ensures 100% coverage of accepted families’ demonstrated need for financial assistance (as determined by the third-party financial aid system Clarity). Financial aid covers all aspects of a Bertschi education including tuition, after school care, lunch service, learning services, and summer camp. We remain committed to providing all students access to our rich curriculum and to support our families during their entire time at Bertschi. Bertschi is proud to be able to support a need-blind admission process. This means that qualified applicants are admitted to our school regardless of their financial means. Families who qualify for financial aid recently increased from 18% to 20% of the overall student body. Awards range from a few thousand dollars to $36,700, with the average in 2024-25 of $23,186.
We extend our special gratitude to the families of the class of 2024 who made contributions to this fund through a a fifth grade legacy gift.
Market Balance · $4,074,188 · As of 12/31/2024 New Contributions · $52,422 · 1/1/2024-12/31/2024 Investment Earnings · $416,545 · 1/1/2024-12/31/2024 Earnings Spent · $135,977 · 1/1/2024-12/31/2024
Brigitte Bertschi Financial Aid Endowment - Balance History
General Endowment Fund
Established 1998
The General Endowment Fund enriches student learning by providing essential resources for the ongoing enhancement of our educational program and campus facilities. These funds offer unrestricted support, empowering the school with maximum flexibility to address various priorities and adapt to the specific needs of any given year. Earnings from this fund support all aspects of our academic program, from textbooks and supplies, updated classroom technology, visiting STEM experts, and experiential learning programs including hands-on activities and off-campus field trips that enrich student learning and curiosity. Through these unrestricted funds, we are also able to supplement our financial aid and teacher professional development budgets.
Market Balance · $ 1,987,875 · As of 12/31/2024 New Contributions · N/A · 1/1/2024-12/31/2024 Investment Earnings · $204,724 · 1/1/2024-12/31/2024 Earnings Spent · $71,179 · 1/1/2024-12/31/2024
General Endowment - Balance History
Sarah M. Hughes Memorial Endowment Fund
Established 2013
This memorial fund was established in honor of a beloved Bertschi student and provides the school with additional financial aid funds to support the children of our faculty and staff who attend Bertschi. This year, six students received financial aid supported in part by this endowment fund. There are many Bertschi graduates and past faculty/staff families who have benefitted from this financial aid, and many who will in the future, thanks to the generosity of the families who invest in this fund.
Market Balance · $1,151,434 · As of 12/31/2024 New Contributions · N/A · 1/1/2024-12/31/2024 Investment Earnings · $118,582 · 1/1/2024-12/31/2024 Earnings Spent · $41,377 · 1/1/2024-12/31/2024
Sarah M. Hughes Memorial Endowment - Balance History
Faculty Compensation Endowment Fund
Established 2014
We believe that to best serve our students and families, we must first and foremost invest in our teaching staff. Our extraordinary faculty are the heart of this school. The Faculty Compensation Endowment helps us underwrite competitive salary and benefits packages to attract and retain world-class teachers. Bertschi has a standing commitment to pay at or above the 75th percentile for peer independent schools in the Puget Sound region. This compensation philosophy guides our budgetary decisions and ensures that we continue to foster a supportive environment to work and thrive as a teacher.
Market Balance · $447,262 · As of 12/31/2024 New Contributions · $2,500 · 1/1/2024-12/31/2024 Investment Earnings · $45,938 · 1/1/2024-12/31/2024 Earnings Spent · $15,948 · 1/1/2024-12/31/2024
Faculty Compensation Endowment - Balance History
Professional Development Endowment Fund
Established 2002
The most effective teachers–those who spark student curiosity and instill a love of learning–are themselves lifelong learners. Having an endowment specifically set aside for professional development is one of the ways Bertschi supports our incredible faculty. Our teachers are encouraged to explore and take advantage of learning opportunities outside the classroom: from learning about AI and other innovations at SXSW EDU, to connecting with colleagues and educational leaders from across the country at annual conferences and summits. This past fall, eight Bertschi faculty and staff members were able to attend the NAIS People of Color Conference fully covered by the school.
Market Balance · $243,430· As of 12/31/2024 New Contributions · $200 · 1/1/2024-12/31/2024 Investment Earnings · $25,055 · 1/1/2024-12/31/2024 Earnings Spent · $8,134 · 1/1/2024-12/31/2024
Professional Development Endowment - Balance History
Bertschi School Endowment Donors all time
Anonymous (8) Anonymous (3) In honor of Class of 2024 Anonymous (2) In honor of Class of 2023 Cindy and Scott Abrahamson Debra and Dennis Adler Donna Payne-Affleck and Robert Affleck Ama Ahovi Jen Price and Chris Albanese Aldarra Foundation Susie and Alex Algard Will Allison In memory of Emily Alsop Lisa and Roger Anderson Kim and Scott Armstrong Terry and Alan Axelrod Alice and John Bankson The Banner Family In honor of Class of 2024 Deborah Houseworth and Salvatore Barba Patty and Michael Barcott Donna Lohmann Barker and Christopher Barker Teri and Mike Barnett Katharine and Tom Barton Roger Bass Lisa and Nicolas Beard In honor of Class of 2024 Elena and Robert Allnutt Sumi and Michael Almquist Darlene Alsop Lynn and Howard Behar Joanna and David Beitel Susan and Michael Bellan Rebecca Hoogs and Larry Benesh In honor of Class of 2024 Tracy Bennett Joanne Gordon Berk and Matthew Berk Brigitte Bertschi and Family In memory of Emily Alsop Jennifer and Eric Best Francesca Lo and Jeff Birdsall Julie and Steve Bishop Julie Blystad In memory of Emily Alsop Ashley Bockman Mrs. June Boeing Lillie Potter Boumphrey and John Boumphrey Leslie and Leonard Brennan Brigid and Mark Britton Don and Nancy Brown In memory of Emily Alsop Angie and Joshua Burgin In honor of Class of 2023 Lauren Crowley and Carlos Marin Burgos Jessica and James Beattie Annette and Daniel Becker
Lisa and Mark Caputo Susie and Paul Carey
Anne Echols In memory of Emily Alsop David and Kimberly Eckstein In honor of Class of 2023 Robin Cheyney and Jim Edmunds In memory of Emily Alsop Heather and Scott Emery In honor of Class of 2024 Eva Erickson Kylie Brown and Alexander Erickson '93 Ertel Kennedy Family In honor of Class of 2023 The Eyler Family In honor of Class of 2023 Katrina Harvie-Watt and Marc Faerber Iben Falconer '95 In memory of Emily Alsop Dianne Filip Sue Harrington and John Fine Marie Fitch and Patrick Fitch, Sr. Jennifer and Mike Fitzgerald Marsha Pechman and William Fitzharris Alison and Jim Flaggert Emily Forster and Joe Tappan Elizabeth Forster Julie and Nick Foster Andrew Fox Jennifer and Eric Fox In honor of Class of 2023 Lesli Franklin Jenny and Aaron Freshwater In honor of Class of 2024 Jennifer Friend Karen Fries Janet and Anthony Gaetjens Tammy Hensel and Ed Gajcowski In honor of Class of 2024 Jennifer and Peter Bloch Garcia Jennifer and Mike Gardner Katarina and Jim Garner Jenny Durkan and Dana Garvey The Gates Foundation Jayasri Ghosh Elizabeth Joneschild and Dustin Gilbert In honor of Class of 2023 Danielle and Michael Githens Tatyana and Stacy Globerman Chris Golden Goldman Sachs Philanthropy Fund Merritt Goldthwait In memory of Emily Alsop Shannon Day Gooding and Jim Gooding Maddy Goodman In honor of Class of 2024 Josh Gould '92 and Jennifer Gould In memory of Emily Alsop Maria Grade Helen Graham Stan Graham In memory of Emily Alsop Janis and Leon Grant
Tiffany Carey '91 Lynn and Bill Carr Caitlin Chamberlin Ellen Taft and Arthur Champernowne Leslie Brooks and Brandon Chang In honor of Class of 2024 Charlottesville Area Community Foundation Vida Towne and Andrew Chiodi Janette and Joel Chow Jessica and David Chow Tracy Newman and Michael Cockrill Jonathan Coddon Ronnie Codrington-Cazeau Renee and Scott Colee Brahm Coler Celeste Coler Rhea and Clark Coler Anita and Taylor Collings Josiah Colombo Margie Duckstad and Kevin Coluccio Lara and Pete Constable Deborah and Michael Conway Brenda Cram In memory of Emily Alsop Rachael Crickman and Stephanie Cooper In honor of Class of 2023 Jill and Christopher Corsi Patricia Orellana and Michael Coulson Dilpreet Kaur and Darrell Craig
Safina Craig and Family In honor of Class of 2024 Sylvia Craig Ernesto Cruz Shannon Cruzen Grace and Robert Cumbow Raney Cumbow
Margot Kenly and Bill Cumming Anna and Thomas Cunningham Kate Kerschbaum and Rob Cunningham Barbara and Jeffrey Curran Helen Curtis Thalia Pascalides and John Davidson
In honor of Class of 2024 Susan and Timothy Davis Jo Ann and J.D. Denney Brooke and Josh Dickson Barbara Dingfield
Dan Dingfield Mark Dingfield Mindy Dodobara '84 and Steven Dodobara Doerr Family In honor of Class of 2023 Karen Dong
Lindsey and Josh Drake In honor of Class of 2024 Francine and Jim Dunnigan Judith Eastburn In memory of Emily Alsop Anne Echols In memory of Emily Alsop
In honor of Class of 2024 Erin and Mark Callaghan Jo and Mike Callahan In honor of Class of 2024
Bertschi School Endowment Donors all time
Janis and Leon Grant Anna and Benjamin Graves In honor of Class of 2023 Celwyn and Josef Green Sarah Lawer and Frank Guanco Helen and Max Gurvich Erin and Seth Gustafson Scarlett Hunter and John Guthrie
Celeste Macapia and Alok Lathi In honor of Class of 2024 Pam Lauritzen Kristin Stockard and David Law In honor of Bertschi faculty Cynthia Su and Chong Lee Jeanne Lee Jaclyn and Stefan Lessard Wendy and Tom Leung Susan White Lewis and David Lewis Barb Lindenmayer In memory of Emily Alsop Dr. Marsha Linehan In honor of Class of 2024 Jim Little Deanne Liu Millie Livingston Kathyryn Oliver and Yince Loh In honor of Class of 2024 Dina Alhadeff and Jason Long Janice B. Lukas In memory of Emily Alsop Kelly Jo and Christopher MacArthur Jessica and John Macintyre Jane and Philip Mallinson Kim and Ryan Mankoski Mishele and Jonathan Maron Sally and Dean Martin The Donovan Martinez Family In honor of Class of 2024 MaryAnn and Andrew Mason Megan and Christopher Maxwell In honor of Class of 2023 Joy and Mac McCall
Lisa Norton and Harvey Motulsky Nicole Devine and Oscar Mraz Melinda Williams and Mark Murray In honor of Class of 2024 Sonya Schneider and Stuart Nagae Carol Vogt and Jed Nahum Ava Navin In memory of Emily Alsop Matthew Neely Leah Nelsonmoon Lawrie Newman Annelliott Willis and Jim Nida Carrie Rhodes-Nigam and Vishal Nigam Liane Nolan In memory of Emily Alsop In honor of Class of 2023 Trinh and Jason Norsen The Northwest School Dave Morris and Shannon O'Brien In honor of Class of 2024 Katherine O'Neal Becca and Cam Ochiltree In honor of Class of 2024 Brianna and Jason Pannell Susie Pappas In memory of Emily Alsop Terri Blair-Parkhurst and Tom Parkhurst Erin and Todd Parsons Robin and Lee Pasquarella Meera and Sujal Patel In honor of Class of 2024 Mary Pembroke Perlin and David Perlin Christopher Pesce Suzanne and Kurt Peterson In honor of Class of 2023 Ann Watson and Michael Pickett Charisse Cowan Pitre and Paul Pitre Chuck Nordhoff Gerda Nordquist In memory of former Bertschi teacher, Emily Alsop, on what would have been her 76th birthday Anna Nordstrom Pete and Brandy Nordstrom Niamh O'Connell and Wyatt Powell Karen Harp-Reed and Gary Reed The Reed Foundation Carla Panescu-Reich and Udo Reich Marcus Reichert Julie Florida and Anthony Repanich Elizabeth and Donald Retsema Betsy and Mario Ribera Stan Richardson Kate and Matt Riley Laurie Rosen-Ritt and Steven Ritt In memory of Emily Alsop In memory of Sarah M. Hughes Shar Dodson and Nancy Love Robertson In memory of Emily Alsop Julia Irwin and Steve Pokorny Heather and Matthew Pope Abha Khanna and Adam Porsch In honor of Class of 2024
In honor of Class of 2024 Carolyn and David Guza In memory of Emily Alsop Kim and Daniel Hardman Racha and Wassef Haroun Alison and Michael Harris Euan Harvie-Watt Katarina Harvie-Watt and Marc Faerber Derren Haskell Betty and Richard Hedreen Kate Russell Henry and Rachel Henry In memory of Emily Alsop Emily and William Heston Queena Hill In honor of Class of 2023 Julie and Eric Hopper Mari Horita David Horne In honor of Class of 2024 Ellen Taussig and William Huber Heather and Jim Hughes Jessica and Tom Hughes Sarah M. Hughes Foundation Kara and Aaron Hurst Susan Chin Hurt In honor of Class of 2023 Karen Sakuma and Gary Ikeda Meera Saxena and Ravi Jain Sayuri and Bengt Johnson Emily Trenkner-Jones and Jason Jones Leslie and Jamie Kanter In honor of Class of 2024 Van Kantner Coral Edward and Ragubathi Karthigesu Audrey Fine and Stephen Katz Chris Pozerycki and Randy Katz Lara Wagner and Tom Keane In honor of Class of 2024 Anne Schopf and Jack Kearney Gayle Kellner Ann Keppler In memory of Emily Alsop Sibyl Frankenburg and Steve Kessel Midori Kishan Keiko Koizumi Motomi and Kevin Kudo-King Lakhina Ky Tina La Plant Rachel and Tony Lanham Latasia Lanier Christine and Eric Larsen Sylvia and Sam Ketcham Pamela and Jonathan Kil
In memory of Emily Alsop Laura and Sean McCann In honor of Class of 2023
Vanessa McCray Claire McCulloch Nina and Pat McKay Patrick McLane Aimee Commons McNae and Adam McNae '87 Neal Paragas and Alexa McNae ‘90 In honor of Class of 2024 Barbara Mendel and the late Lee Mendel In memory of Emily Alsop Geri Rodriguez and Nate Merseth
In honor of Class of 2024 Erin and Stewart Meyer In honor of Class of 2024 Microsoft In honor of Class of 2023 In honor of Class of 2024 Agnieszka Miguel
Bruce and Adam Milam Christina and Brett Miller Katrina and Shont Miller Alison and Glen Milliman Zoey Minkove '92 and Jordan Minkove
Raven and Russell Morgan Patty and Steve Morrissey
Bertschi School Endowment Donors all time
Jane and Jerry Robinson In memory of Emily Alsop Bridget and Michael Rodden Amanda Silver and Robin Romanovich In honor of Class of 2024 Sandra Faucett and Cedric Ross Amy and Laurent Rotival Rie Sumitani '89 and Sebastian Ruehlmann Kayley Runstad Runstad Family Foundation Shelly Ogden Sage and John Sage Salesforce.com Foundation Amarjit Kaur Sandhu and Harjinder Singh Sandhu Briel Schmitz Linda Arland and Greg Schoch Christine and Eric Schoening Sheri and Howard Schultz Seattle Academy of Arts and Sciences Hannah Linden and Cheryl Scott Mary and Jeff Seifred Ingrid Elliott and Joel Shapiro Christina Sheehan Lisa Chew and Dean Shibata Shemiele Da'Briel and Fikru Shibru Jeannie Shu Stacie and Karl Siebrecht Jennifer Joslyn Sill Adri Silver '86 and Randy Silver In honor of Class of 2023 Kristin and Kevin Silverman In honor of Class of 2023 Jessica Feldman and Daniel Simon In honor of Class of 2024 Rachel Simon Holly and Rick Smirl Evette Gee and Mitchell Smith Ann and Jeffrey Sobil Patty and Dick Spurway In memory of Emily Alsop Divya Krishnan and Krishnan Srinivasan Bernadette Bulacan Starin and Robert Starin Charelyn Stennis Courtney and Brent Stiefel Cheryl and Rick Stiteler Mariska Audriani and Suryo Sukendro Michelle Sullivan
The VanAntwerp Family In honor of Class of 2023 Brenda Cram and Meagan Walker In memory of Emily Alsop Kari and Christopher Walker
In honor of Class of 2023 Linda and Walter Walker Lisa Christoffersen and Jeff Weber Julie and Rogers Weed Heather and James Weimann Xiomara Romero and Adam Weintraub ‘84 Winter and Darryl Wells Deborah and Noah Wepman Patra West Kelley and Gary Western Holly Huang-White and Peter White Sara and Ryan Wiita In honor of Class of 2023 Beth Williams Keisha and Raymond Wilson Jennifer and Tracy Wong Pueng Vongs and Sherbeam Wright In honor of Class of 2024 Katherine Janeway and H.S. Wright Shannon Yergan
Gladys and Pat Ly-Au Young Ann Drew Yu and Raymond Yu
Sarah and Michael Sung In honor of Class of 2023
Richard Tait Joey Tanaka Meade Thayer Jane Hedreen and David Thyer Cindi and Kevin Tigges Gillian and Rob Toledo Abbe and Erik Tolzmann In honor of Class of 2024 Roberta Tonn Cecilia and Bruce Tung Julie Santos and Tim Ufkes Wendy and Paul Unglaub Mark Vadon Mattie Iverson Vadon
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