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E N D O W M E N T
R E P O R T
T H A N K YO U FO R YO U R I N V E ST M E N T I N WAT E R FO R D S C H O O L
The Endowment’s Legacy Waterford School is deeply grateful to parents, alumni, alumni parents, grandparents and friends who support our endowment. Donors to the endowment leave a lasting legacy at Waterford, ensuring our financial strength, expanding our curricular and extracurricular offerings, and continuing to attract and retain exceptional faculty and students. During the 2023 - 2024 school year, earnings from the endowment supported critical needs at Waterford, including full scholarships for several well qualified students whose families faced the sole barrier of tuition and contributing towards our faculty taking part in over 100 professional development opportunities that have a direct impact on the classroom experience. Endowment gifts are invested in perpetuity, and a portion of the generated earnings is spent each year.
Investment Performance Waterford’s endowment has shown strong growth over time. The value of the endowment has increased by almost $8M over the last ten years, from $2.30M as of August 31, 2014 to $9.96M as of August 31, 2024. Growing enrollment, diversified investments, generous giving by Waterford’s parents, alumni, and friends, and disciplined financial management +7.5% have further enhanced the School’s 15-year financial strength. Annualized Rate This success enables Waterford of Return to finance critical needs and initiatives that further our role as a leader in education.