Bertschi School Endowment Impact Report 2025

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

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