AHSEF 2025 Year-End Financial Report
The Alliance High School Endowment Fund (AHSEF) 2025 Year-End Financial Report is attached for your review. This report summarizes our fund balances, key cash activity, and giving options as of year-end 2025.
Key Highlights from the Report
Total AHSEF endowment balances reached $182,661.94 at year-end 2025, an increase of $8,780.71 (+5.05%) from the mid-year report (June 30, 2025). This growth reflects strong investment performance and continued donor support, even after planned withdrawals to support operations and AHSEF-aligned needs.
| Fund | Mid-Year 2025 | Year-End 2025 | Change |
|---|---|---|---|
| Academic Scholarship Endowment Fund | $93,775.95 | $99,264.87 | +$5,488.92 |
| Sports Endowment Fund | $40,184.44 | $43,463.49 | +$3,279.05 |
| Need-Based Endowment Fund | $33,815.06 | $36,574.37 | +$2,759.31 |
| Multi-Purpose Hall Fund | $6,105.78 | $3,359.21 | (Planned disbursements) |
Key 2025 Cash Activity
- We established an AHSEF operating bank account with a $2,000 transfer from the Academic Scholarship Endowment Fund to simplify the process of receiving contributions (including electronic transfers and checks).
- A $3,000 Multi-Purpose Hall disbursement was made to support hall-related, AHSEF-aligned purposes while maintaining the minimum fund balance.
- AHSEF also facilitated a one-time $10,000 restricted pass-through disbursement to the Kenya-based Endowment Fund Trust.
Ways to Give
The report outlines multiple giving options, including:
- Mailing checks to AHSEF’s bank lockbox
- Mailing checks directly to Vanguard (with sub-account details)
- Stripe and PayPal
- Payroll deductions (Please contact us to set this up)
Thank you for your continued support and stewardship; your contributions help sustain scholarships and priority needs for Alliance High School students and the broader community. Please do not hesitate to reach out if you have any questions about the report, the funds, or giving options.
The full 2025 Year-End Financial Report is available at this link.
Jacob Sitati Treasurer, Alliance High School Endowment Fund (AHSEF) Grieve House, Class of 1995 [email protected]