2019 - 2020 ANNUAL REPORT



Dear friends of UA+Ed,


2020 has put “what matters most” into sharp focus. With less than a month to go, we have provided more financial support in grants, scholarships and awards than any previous year.


Upper Arlington Schools have faced urgent needs stemming from the COVID-19 pandemic that have been compounded by a reduction in state funding. Providing Enhanced Distance Learning when necessary, and offering multiple pathways for instruction including a hybrid model and the UA Online Academy have required additional resources.


The Upper Arlington Education Foundation has responded by providing access to meaningful opportunities for each and every student. We have supported technology to keep students and teachers connected, programs and materials to foster wellness and belonging, and funding for individual needs of students during this difficult time.


We are incredibly thankful to you, for sharing our commitment to Enhancing What Matters Most - Now More Than Ever.





Alice Finley, Executive Director, and everyone at the Upper Arlington Education Foundation


Tracy Peters

2019/2020 Chair


Charly Bauer

2020 Chair


Beth Maisenbacher

2019/2020 Treasurer


Todd Beekman


Kelly Cantwell


Andrea Helfrich


Angela Lanctot


Greg Lehman


Sally Meier


Jen Overmyer


Karri Schildmeyer


Randi Stummer




Sven Bergmann


Mitva Patel

Jana Tice 


Doug Trotter

2019 UA Alumni Association President

Bill Hall

2020 UA Alumni Association President

Robin Comfort

2019 School Board Representative

Scott McKenzie

2020 School Board Representative



Blair Adams

John Royer

Matt Stout

Sally Meier

2020 Ad Hoc

Christy Charlton

2019 Teacher Representative

Paul Imhoff, Ed.D.


Alicia McGinty

2019 Teacher Representative

Jill Merkle

2019/2020 Teacher Representative

Laura Mills Moore

2020 Teacher Representative

Shannon Riley

2020 Teacher Representative

Our Mission

To provide access to meaningful opportunities for each and every student.



An inspired and thriving community of learners.




Honoring Community

  • Our expectation of quality and love of neighbor is recognized in all that we do.


Fostering Connections

  • We nurture relationships and cultivate partnerships for yesterday, today, and tomorrow.


Supporting Innovation and Leaders

  • We fuel ideas and creativity in the classroom and beyond.


Embracing Diversity, Equity, and Inclusion

  • All are welcome and have equitable access to opportunity.


Giving Generously

  • Our hearts are big and our passion is education.


Being Responsive

  • We listen and learn to align our giving.


*Upper Arlington High School, Hastings Middle School, Jones Middle School, Barrington Elementary School, Greensview Elementary School, Tremont Elementary School, Wickliffe Progressive Elementary School, Windermere Elementary School, and Burbank Early Childhood School

COVID-19 Crisis Fund

In 2020, the Upper Arlington Education Foundation proudly gave $25,000 to assist in establishing a UA Schools COVID-19 Crisis Fund. With the support of all school PTO's, UA Rotary, individual donors, and The Upper Arlington Community Foundation, the financial goal was met to provide grab and go breakfasts and lunches to children in our community throughout the 12 week summer break.


Our schools are what makes Upper Arlington a wonderful place to live, work, and raise a family. While we are not immune to challenges such as the effects of a pandemic, it is comforting to know that when faced with such hardships we come together to make sure that every one of us can get the care that is needed.


Any monies available in the Fund after providing for children's meals will be available for other COVID-19 Crisis related costs at the discretion of the district. Examples might include (but are not limited to) safety supplies and equipment, wellness/mental health programs, educational resources, etc. 


  • "America to Me" Community Viewing & Discussions

  • Apple Pencils & Logitech Crayons for iPads

  • Archaeology - Learning about Our Past

  • Art Take Over

  • Barrington/West Broad Elementary Partnership

  • BioEyes Project

  • Building Cultural Bridges Through Music

  • Crossing Curriculum with Culture Taiko Drum

  • Kyle Schulze, Deaf Ninja Motivational Visit

  • Field Reporting - Padcaster for Journalism

  • FIRST Robotics - Bear Bots

  • Garden Planter Benches

  • Global Read Aloud

  • Hello - Can You Hear Me Now? Recording Phones

  • Honoring Diversity & Inclusion with Children's Art

  • Language Arts Professional Development

  • Makey Makey Invention Kit

  • Materials for a Diverse School

  • Meebot Robots

  • National History Day

  • OSU Model United Nations

  • PAW Day (Positive Attitudes Win)

  • Primary Hall Sensory Path

  • Project Zero Classroom Institute

  • Responsive Classroom Teaching Approach

  • Restorative Practice in the Classroom

  • Sharing Content Knowledge with Sphero Robots

  • Smart Styluses for Special Education

  • Spanish Classroom Library

  • Staff Book Club - Seeking Educational Equity & Diversity

  • Students for Change

  • SXSW EDU Playground

  • UAHS Marching Band Portable Sound System

  • UA Idea Day

  • UA Mobile Academy

  • UAHS Mascot

  • Virtual Tour of UAHS

  • Who Have We Been? Who Are We? Idea Seminar

impact stories from the classroom

Stories from the classroom

2019 Student Scholarships and Awards

Jim Baas Community Service Award

Francis Richard Barnes Memorial Scholarship Award

Pat R. Hamilton Memorial Scholarship

Trevor Hartley Football Scholarship Award

David Hajek Spirit Award

Keith Krieger Scholarship Award

John Lohse Orchestra Spirit Award

HER Realtors’ Scholarship

John Lohse Science Award

William Schaefer IB Scholarship Award

Charles G. Will Emerging Writer Award

Joanie Dugger Educator of the Year Award (2020)

New Endowment Funds in 2019

Christie Family Fund

The Christie Family Fund was created in loving memory of Linda and John Christie. The fund is unrestricted in use and may benefit programs and projects in all areas. Preference will be given to support programs and projects at Tremont Elementary School, Jones Middle School and Upper Arlington High School in the areas of math, pre-business and entrepreneurship.

Overmyer Family Fund

The Overmyer Fund was established in 2019 by Dan and Jennifer Overmyer. The fund supports special education and projects that promote student well-being and belonging.

Establishing a permanent endowment fund is a meaningful way to support students for generations to come.

Financial Assets

Unrestricted Assets


Urestricted Assets are used for:

  • Supporting our mission through funding of grants in the school district

  • Operating expenses

  • Growing our endowment to support future generations of Golden Bears


Unrestricted Assets come from individual/corporate donations and sponsorships, fundraising (including the Golden Bear Bash), and investment revenue.

Flow-Through Funds


Flow-Through Funds are held in accounts for purposes consistent with the mission of the UA+Ed.


These funds may be created by donors to make funding available when it is needed the most. Flow-Through Funds may be temporary or long-lasting.

Designated Endowment Funds


Designated Endowment Funds may be established by donors to make a meaningful and lasting impact for today's learners as well as future generations of students.


Funds may be earmarked to support opportunities in specific subject areas, grade levels, schools, or other identified areas of interest. Endowed Funds are invested with Hamilton Capital Management and are structured to last into perpetuity.

TOTAL  $2,827,411.11

All numbers are cash basis for calendar year ending 12/31/2019.

2019 Bash and 2020 VirtUAl Golden Bear Bash

In 2019, over 1400 friends in the community gathered together at Tremont Center to celebrate, eat, drink, and fundraise for the UA+Ed.


In 2020, your safety was a top priority so the Golden Bear Bash was virtUAl. 50 limited edition BASH IN A BOX kits were sold out in under one hour! In addition, there were fantastic auction items available to bid on and win. Thank you Upper Arlington community!


Save the date! Golden Bear Bash!

September 5, 2021

Enhancing What Matter Most

Ways you can support the UA+Ed


  • Family sponsorships start at $100

  • All sponsorships include website recognition

  • See Sponsors HERE



  • Mail a check or use a credit card online 

  • Give in honor or memory of someone special

  • Thank a teacher or other UA Schools Staff member with a donation in their name



  • Make a tax-free gift with an IRA

  • Designate the UA+Ed in a bequest



  • Make a recurring gift (monthly, quarterly, annually)

  • Designate the UA+Ed when you join the United Way



  • Grow an existing endowment fund or flow-through fund that supports a purpose meaningful to you

  • The UA+Ed has over 70 funds that are designated to support specific schools, subject areas, activities and more

  • Learn about these funds on our website: UAEducationFoundation.com/our-funds

Once a Golden Bear

Always a Golden Bear!


The Upper Arlington Alumni Association (UAAA) was established by the UA+Ed in 1986 to help Golden Bears stay connected and engaged after graduation. In 2019, the UAAA unveiled a new logo and website. A new Student Ambassador program was also launched to connect with our future alumni. In addition to honoring the past, the UAAA plays an active part in the UA+Ed's mission to provide access to meaningful opportunities for each and every student.


If you are a UAHS alumnus, be sure to update your Information and stay connected at Bearalums.com.

Upper Arlington Education Foundation Staff

Alice Finley, Executive Director





Megan Lewis Potts, Assistant Director




Amy Rice, Operations Associate




Jennifer Rigney, Operations Associate



Contact Us



614-487-5007 ext. 1120 


1950 N. Mallway Dr., Upper Arlington, OH 43221


Online Resources


UA Schools                      UASchools.org

UA Alumni Association   BearAlums.com

Golden Bear Bash!         GoldenBearBash.com


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