Torch - Fall 2016

Endowment Over the Years Thanks to donors like you, the Endowment at Havergal continues to grow.

$20,913,233

$20,549,551

$18,825,455

$16,152,299

$14, 456,318

2013–14

2011–12

2012–13

2014–15

2015–16

SCHOOL YEAR

BALANCE AS AT JUNE 30

2016

BALANCE AS AT JUNE 30

2016

2015

2015

$

$

$

$

J.P. Bickell Foundation Endowment Canterbury Chaplaincy Endowment Fund

30,068

30,789

Class of 1989 Endowment Class of 1991 Endowment Class of 1993 Endowment Class of 1994 Endowment Class of 1995 Endowment Class of 2017 Endowment Class of 2018 Endowment Class of 2019 Endowment Class of 2020 Endowment Class of 2021 Endowment Class of 2023 Endowment

12,444 18,579

12,533 17,121

1,210,612

1,189,248

Class of 1942 Memorial Fund

3,421

3,503

8,079 3,397 9,714

8,272 3,478 9,794

Class of 1970 Endowment for the Arts Class of 1996 Curriculum Enrichment Fund Class of 1997 Science & Technology Fund Class of 1998 Athletics Endowment Class of 1998 Athletics Endowment Class of 2008 Endowment for the Arts Class of 2012 Endowment For The Arts

46,071 50,541 47,898 42,948 110,934 150,917 128,126 105,620 115,698 185,619 197,675 102,117 52,958 332,624 874,670 57,954 128,284 37,848 88,974 30,254 49,005 82,335 70,958 55,850 44,523 34,027 37,834

46,195 51,050 48,894 43,468 113,441 153,280 131,097 108,123 118,473 183,392 202,415 104,565 54,228 340,599 895,642 59,343 131,356 38,745 91,107 30,968 46,941 84,305 72,648 57,189 40,514 34,843 28,495

425

320

1,014 3,550

- -

750 201

688

50

Endowment Fund for Drama

4,147

3,781

The Grantier Family Fund for Climate Change Studies The Hibben Family Fund for Business Leadership

The Cohen-Gelfand Family Endowment

22,086 15,979 21,430 23,954 17,237 24,239 24,650 24,843 17,236 18,525 16,605 10,337 14,754 24,866 10,407 19,008 24,291 10,237 11,065 16,092 15,318

16,805 12,741 18,678 24,296 16,805 21,336 24,132

The Daley Family Endowment

Ho Family Curriculum Enrichment Fund The Hurlow Family Drama Endowment Koerner-Visual-Artist-in-Residence Fund

The Former Staff Student Assistance Fund The Groesbeck Award for Aspiring Ed Leadership

The Havergal Debate Endowment

The Margaret Norrie McCain 1951 Endowment Fund for Community Service The R. Samuel McLaughlin Science Endowment Fund

The Higgs Family Bursary Junior School Bursary

Jenny & Juddy Kim Family Fund

- -

The Meek Family Endowment for Athletics

The Sylvia & Victoria Lam Endowment The Leader-Lownds Scholarship Learning at Havergal Endowment The Suri Li Family Endowment The Brooke Caroline Mitchell 2021 Bursary

The Morell/Chow Family Fund for Emerging Technologies

18,966 12,596

Music Endowment Fund The Park Family Endowment

5,249

Regan Fund for Learning Support Specialist

11,536

The Cee Cee & Bruce Robertson Family Athletic Endowment

The Morneau McCain Family Fund The Neilas Family Endowment

-

The Jane Stodgell Memorial Endowment Fund

5,249

Technology Fund

D. O’Dell Memorial Bursary & Prize for Grade 11 Math

19,464 24,873

Wendy Thompson 1967 Fund for Social Science

Constance Pudan Bursary The Qiang Family Endowment The Riad Family Endowment

The Tory Family Athletic Endowment (Jennifer Tory, Lizzie & Alex Mingay) Weisdorf Bell Family Endowment for Visual Arts The Mike & Annette White Fund for Financial Literacy

5,083 5,898

The Simon Family

10,888 15,685

Helen Yvonne Soules Scholarship & Bursary

Leonard Sutcliffe Bursary

8,358 7,593

8,558 7,673

Jean Macpherson Urquhart 1945 Community Council Fund

THE INSTITUTE AT HAVERGAL The Institute At Havergal Fund

John Wang, Michelle Yang & Selena Wang 2025 Family Fund 15,186

10,000

38,411 43,360 28,344 194,236 49,787

36,020 43,566 23,934 198,892 50,980

Jenny Yip Endowment for Student Innovation

1,876

-

Class of 1983 Community Involvement Endowment The Cohen-Simmons Family Endowment For The Institute The Dr. Susan J. Ditchburn Fund for the Institute at Havergal

AWARDS The Louise Westren Alexander Award The Mary Frances Arrigo Music Award

2,321

2,283

Jane Harkness Sendzimir 1942 Fund

32,080

31,554

The Dorothy Bevan Prize

2,564

2,600

PROPERTY ENHANCEMENTS Property Enhancement Fund Class of 1951 Endowment for Archives Class of 1960 Endowment for the Archives

Class of 1937 Sally MacDonald Memorial Prize

11,734

12,011

94,774 62,208 26,924 46,748 108,239 122,099

91,208 63,085 26,330 46,233 110,782 122,719

Class of 1956 Mary Dennys Prize

6,457 4,276 3,206 1,154

6,610 4,205 3,283 1,181

Class of 1994 Academic Improvement Award The Marcelle DeFreitas & Elaine McGillivray Prize

Class of 1972 Archives Endowment Class of 2007 Green School Fund

The Betty Dike Prize for History

The Millie Hunter Prize

11,765 36,196

11,573 35,602

Dr. Catherine Steele 1928 Archives Endowment

The S.W. Karrys Family Award Bets Kiddell Debating Prize The Koerner Prize in Visual Arts

4,943

4,832

ENDOWED FUNDS UNDER $25,000 Class of 1954 Endowment

95,397 14,881

-

20,881

20,780

J. Herbert/Elizabeth Mason Endowment

7,564

Class of 1958 Endowment Class of 1962 Endowment Class of 1963 Endowment Class of 1967 Endowment Class of 1968 Endowment Class of 1969 Endowment Class of 1973 Endowment Class of 1975 Endowment Class of 1977 Endowment Class of 1980 Endowment

8,327

8,206

The Diana Aylwin Morrison 1945 Award for Musical Excellence 30,819

31,546

11,169 21,357

10,875 21,309

The Constance Pudan Book Prize

2,265

2,318

Dorothy Symons Scholarship/Prize in Canadian Studies

11,572

11,845

7,345 7,428

7,521 7,503

Laurene Watson Music Award Anne Revell/Levy/Wilkinson Prize

1,964 6,120

1,933 6,019

24,988

25,433

8,136

7,873

18,863 13,951 13,381

16,262 13,851 13,498

20,913,233 20,549,551

TOTAL

TABLE OF CONTENTS | ANNUAL REPORT 2015–16 45