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O
ur beautiful, historic facility on Greene
Street has 180 windows that allow us to
overlook the neighborhood. From my perch
on the second floor I have observed several
changes. There is a lot of foot traffic along
the sidewalk in front of the school - joggers,
strollers, bikers, and dog walkers. Sidewalks
increase property values and bring stability
to a neighborhood. I have also observed that
owners are upgrading their properties. While
the sidewalks and the other buildings have
been here for a long time, Heritage Academy
has not. But since 2007 (in this location), our
presence has had a very positive effect not
only on the children and families inside the
building but on the community outside the
building. We like to think we have been an
anchor space for the Olde Town
neighborhood and an economic contributor
to the area through the employment of 39
people.
In this Annual Report, you will read quotes
from community leaders that echo this
sentiment. This encourages us to move
forward with a new strategic plan, as seen
on page two. We continue to serve the
community through innovative programs
such as the Dyslexia Outreach and the
soon-to-come Early Childhood Center.
In 2001 when we began with ten students, I
never could have imagined the wide
reaching impact of this school. In fact, we did
not widely advertise because we thought if
it failed we could go quietly away. But God
has seen fit to do just the opposite. None of it
would have been possible without you. From
10 to 230, you are behind it all. Please
continue to partner with us. Exciting things
are continuing to happen.
With a full heart,

ANNUAL REPORT
HERITAGE ACADEMY
2015-2016
WHAT’S IN THE
?
NUMBERS
HERITAGE ACADEMY
INCOME
39%
46%
15%
TUITION
DONATIONS
TAX CREDIT
DONATIONS
46%
38%
8%
8%
Individuals Foundations Churches O rganizations
FOUNDATIONS
INDIVIDUALS
CHURCHES
ORGS
EXPENSES
7%
8%
15%
70%
Fundraising Facilities Operations Progra m
PROGRAM
FUNDRAISING
FACILITIES
OPERATIONS
34
9
30
7
3
60
24
33
420
250
Children received a quality Christ-
centered college prep education
Sta employed by Heritage Academy
HA Parents employed by the school
Alums attended college counseling
seminar
Students took a college road trip to USC
Students recognized for Arbor Day
art contest
Students learned violin
Students took robotics class
Students involved with sports teams
People donated to Heritage Academy
People attended Trivia Night
TESTING
GRADE
SCORE
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1st 2nd 3rd 4th 5th 6th 7th 8th
Math
Reading
NATIONAL AVERAGE
?
HERITAGE ACADEMY
STRATEGIC PLANNING
D
uring the past year, our firm had a unique
opportunity to complete a strategic planning
process with Heritage Academy. The process was
the first of its kind at the school, using research,
collaboration, and industry trends to plan a distinct
course for the future. Our research revealed an
extraordinary school with exceptional programs
that was truly on the rise. We found a school with
audiences far more diverse than we had expected
- geographically, socioeconomically, and culturally
- and, as a result, a program that was truly relevant
and central to the core of building up Christ’s
kingdom in Augusta. And, most interestingly, we
discovered that the school had an exceptional
gift in cultural relevance, truly understanding the
breadth and depth of students and parents it
serves. The balance of the planning process and
the resulting plan was dedicated to building a
sustainable model of academic excellence,
developing new programs, and further deepening
the school’s roots into the landscape of Olde Town.
We look forward to watching this exceptional
organization grow and mature into a school of
great consequence in the future.
LETTER FROM IAN SYMMONDS
PRESIDENT OF IAN SYMMONDS & ASSOCIATES
Children received a quality Christ-
centered college prep education
People donated to Heritage Academy
People attended Trivia Night

“They are not only committed to providing academic excellence in an urban setting but are affordable for any
income level, are racially diverse and are the best choice for those families who are relocating downtown.”
Rick Keuroglian, Executive Director of City Hope Alliance
The strategic planning steering committee worked collaboratively through a series of exercises designed to establish
priorities based upon the findings of the research. This process culminated with the steering committee developing a
small set of priorities for future focus.
The following reflect the highest strategic priorities for the Heritage Academy family during the next five years:
Expand our enrollment base and program offerings
(through an early childhood school).
Create a facilities plan that supports our enrollment
growth and expansion.
Enhance our physical fitness and wellness facilities.
Enhance the middle school program and bolster
retention efforts.
Develop an alumni program.
Build an endowment through a planned giving
strategy through current gifts and gifts through
multiple sources.
Improve our model for financial sustainability
through increasing sources and amounts of funds
including tuition, endowment income, tax credits,
individual and business donations, and grants.
“Heritage Academy is a vital asset to the Greater Augusta community. Since the doors opened
in 2001, the mission to provide a quality Christ-centered education to children of diverse
economic, racial and ethnic backgrounds, empowering them to become a positive inuence for
Christ in this community and around the world, continues. Situated in the heart of downtown
Augusta, Heritage plays a key role in providing educational options to a growing and diverse
population of residents who call Augusta, Georgia home. I am pleased to know that Heritage is
part of my toolkit in developing the workforce of the future for our city, region and nation.”
- Mayor Hardie Davis, Jr.
W
hat does Heritage Academy see when we look
out our windows?
We see our community - your community. We see a
community that is changing for the better. An
improvement from even a few years ago, downtown
Augusta is now a place where families outside the
area choose to spend their weekends and down time.
Newcomers move into the downtown Augusta area
because of the charm of old homes, close vicinity to
work in the Medical District, and a cluster of nearby
locally-owned businesses and restaurants.
Other organizations similar to Heritage Academy are
working to further improve the resources available to
the residents of downtown Augusta, such as medical
care. It is our hope at Heritage Academy that current
and future residents will consider our school as the
best opportunity for quality and Christian education
for their children.
Community organizations and leaders consistently
express their eagerness to see what Heritage will do
next. Heritage Academy is actively involved in leading
community change because of YOU. We could not
exist to connect with our community without the
donors who first connect with us. Thank you for
helping to make the view out our windows a beautiful
one.
“On behalf of the executive
committee of the Olde Town
Neighborhood Association, we
wanted to express our
support and appreciation for
what Heritage Academy has
done and is doing in our
neighborhood. Heritage is an
asset to the neighborhood that
benets its students, the
surrounding community, and
Augusta as a whole. Many of
our neighborhood’s children and
children from adjacent
neighborhoods attend Heritage,
and are receiving amazing
educations. Beyond the
incredible educational
opportunity Heritage provided
to many who wouldn’t have
had it otherwise, over the years
Heritage has represented a
beachhead for those of us who
want to see Augusta’s
downtown be all it can be. It’s a
picture of what’s possible here.
Historically beautiful buildings
can be restored and families
can ourish in this beautifully
urban context.“
-Jonathan Aceves, President of
Olde Town Neighborhood
Association
1200%
COMMUNITY
“On behalf of the executive
committee of the Olde Town
Neighborhood Association, we
wanted to express our
support and appreciation for
what Heritage Academy has
done and is doing in our
neighborhood. Heritage is an
asset to the neighborhood that
benets its students, the
surrounding community, and
Augusta as a whole. Many of
our neighborhood’s children and
children from adjacent
neighborhoods attend Heritage,
and are receiving amazing
educations. Beyond the
incredible educational
opportunity Heritage provided
to many who wouldn’t have
had it otherwise, over the years
Heritage has represented a
beachhead for those of us who
want to see Augusta’s
downtown be all it can be. It’s a
picture of what’s possible here.
Historically beautiful buildings
can be restored and families
can ourish in this beautifully
urban context.“
-Jonathan Aceves, President of
Olde Town Neighborhood
Association
Left-right front row: Debbie LaFavor, Patrice Canty, David McElhannon, Sheila Bussey, Kathy Jones, Tammy
Connolly, Gabbi Rolland, Christie Williams, Tamara Morgan, Anthony Sweat.
Row 2: Harry Crawford, Kelsey Hawkins, Cherry Young, Felicia Morrison, Natasha Choe, Blair Huff, Elizabeth
Butz, Sarah Beth Powell, Sonya Roland.
Row 3: Nicole Johnson, Cheryl Parnell, Joan Adkins, Traci Valerio, Kellie Nieves, Pam King, Melissa Keuroglian
Top row: Beth Westergreen, Jan Hitchcock, Linda Tucciarone, Kathryn MacDonell, Martha Shafer, Mike Rosser.
Not pictured: Mallorie Darcus, Courtney Hatcher, Markashia Mims, Meghan Robinson, Julie Tollison,
Rebecca White, Andrea Williams.
OUR STAFF
E
very year 40-50 people from all over the
Augusta community give freely of their time
and talents, and selflessly serve our Heritage
Academy family.
Some volunteers come to us wide open and
willing to be plugged in anywhere. Others come
to us with a specific idea. We have someone
who has given every Thursday afternoon to be
our handyman. We have a group of men who
are in a Bible study and asked if they could have
lunch with and mentor a group of boys once a
month. We have a grandma who comes once
a week and sharpens pencils. Our faithful group
makes it possible for our children to have a
weekly library experience and check out books.
And we have many others who serve in our
classrooms reading, helping and assisting our
teachers and children.
As we celebrate the theme of gratitude this year,
Heritage Academy is thankful to the Lord for
these servants who freely offer themselves to us.
If you are interested in volunteering at Heritage
Academy, contact Beth Westergreen at
bwestergreen@heritageacademyaugusta.org or
at 706-821-0034 ext. 203. We would love to have
you!
VOLUNTEERS
1200%
Since 2001,
our sta has
grown by:
ANNUAL FUND DONORS
Gifts given between July 1, 2015 - June 30, 2016 (does not include GOAL contributions).
Melissa and Matt Aitken
Deborah Alford
Mary Allen
Barbara Anderson
Lee and Michael Ash
Betty Barber
Linda and Robert Bargeron
Patricia Barrett
Valerie and Mike Blanchard
Zach Bloomer
Landy Boles
Patrice and Steven Branch
Lindsey and Beau
Brandenburg
Erich Braun
Patsy and Philip Brinson
Pat and Linn Brucker
Donna and Thomas Burnside
Anna Butler
Carol and Greg Capers
Je Carstarphen
Yolanda and Jack Carter
Laura and Charles Caruso
Lula Chambers
Marian and William Clark
Lisa and Donald Coleman
Joshua Coleman
Sweetie Cross
Ann and Nesbit Dasher
Camilla Davis
Floride and Neal Dickert
Mary Downey
Ron Downey
Loulie Driggers
Sarah and John Eckley
Susan and Kent Ellis
Stephanie Epple
Janice and Tony Esposito
Brooks and James Ford
Bob Frantz
Wilma Franz
Virginia Freeman
Glennis and Varnell Gaines
Cathy and Jim Gaylord
Lynn and Bill Geiger
Dorothy Gilbert
Laura and Mark Gilliam
Winn and Charles Goodwin
Selly Goodwin
Mary Kate and Walt Green
Corinthia and Paul Greenway
Ann and Fred Gunter
Ann Hall
Bryan Haltermann
Betty and David Hanks
Marsha Harris
Nancy and Phil Hedges
Carol and Steve Henry
Mary Donnan Heppert
Jan and Phin Hitchcock
Karen and Wendell Hofman
Barbara and Leslie Holmes
Claire and Glen Jackson
Becky and Bill Jenkins
Melanie Jewett
Georgia and Leroy Johnson
Gabriele Juras
Katherine King
Angie and Hammy Kuhlke
Carol and David Lapp
Sandy and Daniel Leonard
Patty Lillis
Betty Gene and Al
Lovingood
Nan and Brad Lynch
Linda and David Maner
Kathy and Milton Martin
Ashley and Wayne Matthews
Delane Maxwell
Cathy and Charles McClure
Nancy and James McCord
Frances McCoy
Margaret Miles
Mary Ann and Philip
Morsberger
Rose and Andy Moseley
Dot and John Moss
Hilda and Tony Musgrove
Marita Myers
Jane and Gene Neal
Ann and John Overstreet
Margaret and Albert Pickett
Friends of Scholars
$1- 249
Joan and Charles Piercy
Charles Preetorius
Karen and Mel Rhodes
Jordie and Bob Rihl
Sherri and Lang Rivers
Shelia and Ronnie Rivers
Jamie and Tim Sadenwasser
Ilene and Andy Sanders
Sarah and Robinson Schilling
Judy and Jim Sechrist
Nancy and Joseph Sheehan
Anne Sherman
Emma and Robert Smart
Mrs. R.C. Souder
Nan and Chip Story
Jean and Harry Stump
Caee Wright
Jenny and Niles Toole
Uncommon Seed
Julia and Robert Vasholz
Melanie and Steve Wallace
Serena and Tracy Williams
Barbara and Richard
Woodring
Frances Yarbrough
Mary Ann and Franklin
Abbott
Sandra and Scott Allen
Meli and Christopher Apostol
Joy and Billy Belding
Lisa and Allen Blalock
Louise and Todd Coleman
Adelaide and Nat Dye
Vivian and Ron Easler
Deborah Ferrone
Baker Hatcher
Elsie and Levi Hill
Patricia and Mark Jackson
Beth and Bill Kuhlke
Anne and Dick Manning
Natalie McLeod
Minta and Cobbs Nixon
Denae and Steve O’Neil
Carolyn and Oliver Owens
Janet and Keith Pierce
Pam Plunkett
Lynn and Scott Riley
Sandy and David Roberts
Nan and the late Charles
Shaefer
Kimsey and Brad Shanks
Woodrow Smith
Leila and Clay Stallworth
Dorthea and Donald Thorstad
Stephanie and Wade Tollison
Lucy Weigle
Gwen and Charles Weston
Christie and Morris Williams
Lauren and Steven Williams
Edra and Robb Adams
Cheryl Allen
Robin and Rick Allen
Leo Barnes
Catherine Boardman
Traci and Randall Boutwell
Madeline and Dudley Bowen
Wendy and Mel Buckner
Travis Burkett
William Cleveland
Deborah Davis
Vera Lynn and Jerry Dent
Mary Lynn and Harold
Eubank
Jacqueline and Michael
Fekula
Lisa and Je Futrelle
Mimi and Barry Goldsmith
Peggy and Charlie Green
Lou and Marshall Guill
Judy and Dennis Harville
Mary and David Hawkins
Mary Anne and Mike
Hertzog
Casie and Graham Hill
Michele and John Hodges
Claire and Chad Holley
Catherine and Gary Holmes
Lane and Hutch Hutchins
Blue and White Club
$250-499
Greene Street Guild
$500-1,249
ANNUAL FUND DONORS
Gifts given between July 1, 2015 - June 30, 2016 (does not include GOAL contributions).
Ashmore Foundation, Inc.
Augusta Bar Foundation
Augusta Free School
Henry W. and Gene G.
Bailey Fund
Mary Muns Friedman
Bellino Fund
Anne Gordon Harper
Blanchard Foundation
Border Bash Foundation
Christian Churches, Schools
and Charity Fund
Dorothy Mustin Buttolph
Foundation
Christian Education
Charitable Trust
Community Foundation for
the CSRA
Cullum Foundation
Geiger Foundation
D and A Gulbrandsen
Foundation
Houston Family Foundation
Knox Foundation
Alice and John Lee Fund
Cleon W. Mauldin
Foundation
Northwestern Mutual
Foundation
PPG Industries Foundation
Richards Family Foundation
Charlotte Haynes Robuck
Family Foundation
Storey Foundation, Inc.
Abbott Oil Company
Aldersgate Methodist Church
Augusta Exchange Club
Box Tops for Education
Christ Church Presbyterian
Church of the Good
Shepherd
Dental College of Georgia
Elliott Sawmilling Co, Inc.
Faith Outreach Christian Life
First Baptist Church
First Presbyterian Church
G. Ben Turnipseed Engineers
James M Hull Rotary
Education Fund, Inc.
Kiwanis Club Bob Dennis
Scholarship
Kroger Community Rewards
Lakemont Presbyterian
Lutheran Church of the
Resurrection
PayPal Giving Fund
Publix Super Markets, Inc.
Redeemer Church
Reid Memorial Presbyterian
Rotary Club of Augusta
SECO Parts & Equipment
Company
St. John United Methodist
St. Paul’s Episcopal Church
SunTrust Bank
thredUP
Thrivent Financial
Trinity on the Hill
United Way of the CSRA
Warren Baptist Church
Wells Fargo
Organizations
Foundations
SPECIAL PROJECTS DONORS
* Grants and donations can also be given for special projects
or to the general funding needs of the school.
Marilou and Jerry Jilbert
Betty Johnston
Johnny Jones
Becky and Rick Jones
Patricia and Neil Klapthor
Laney and Frank Lake
Jane and Milner Lively
Frances and Earle Maxwell
Gail and David Miller
Helen and Russ Morgan
Laurie and Michael Myers
Amy and Ashley Paulk
Suzanne and Peter Payne
Belinda and Jimmy Peebles
Brannon Sell
Martha and Tim Shafer
Ashley Shanks
Sarah and Leroy Simkins
Connor and Perry Smith
Barbara and Randy Smith
Joyce and Roy Smith
Susan and Stan Smith
Pam and Bill Thompson
Linda and John Tucciarone
Shirley and Alan Walters
Jung and Charles Wirsing
Judith and Jim Adare
Lia Burgueno
Sue and Craig Cameron
Jacqueline Doug Cates
Janice Collins
Andrea and Dickie Elliott
Sharon and Jim Flemming
Pat and Jay Harper
Mary and David Hartley
Amy and Will Hatcher
Debbie and Mike Hawkins
Grace and Jerey Heck
Beth and Stanley House
Pat and Jim Hudson
Kent Johnson
Deborah and Brad Kyzer
Leon Leonard
Kay Lovingood
Kathi and Steve Mullins
Suzanne and Jeery Perry
Cindy and Andy Pollard
Dale and Brooks Scurry
Trent Snyder
Joseph Tollison
Mary Lou and Richard
Turner
Joan and Bob Walters
Julie and Mark Warner
Angela and David Watkins
Charles Weigle
Gail Winkley
Shannon and Travis Bateman
Mary Donna and Hal Beman
Shirley and Tommy Day
Stella Grandin
Caroline and Will Morris
Sabrina and George Rush
Diane Thorsell
Mel and John Tucciarone
Sally and Joseph Whinghter
Joan and Dick Young
Anne and David Clark
Julia Petrides
Laura and Eric Smith
Connie and Merrell Calhoun
Ti and Bill Cleveland
Anna and Roger Venable
Michelle and Charlie Weston
Sustainers’ Circle
$1,250-3,249
Houghton League
$3,250-6,499
Heritage League
$6,500-9,999
Visionary Circle
$10,000+
&
&
CONQUERING DYSLEXIA
W
hen we began the Dyslexia 0utreach, we had no idea
how responsive the community would be to the
program. Since it’s start, we have been able to train 27
tutors, accept 32 students to the program (from 15 different
schools) and have tested 36 students with the CTOPP test.
Parents of Dyslexia Outreach students have repeatedly
expressed their satisfaction with the program provided
at no charge. One parent explained, “I have definitely seen
improvements in phonics and decreased frustration in my son.
Another told us, “My child knows more words, bigger words,
and reads faster.Still another reported that her daughter
now takes the initiative to read and write and is more
comfortable doing it.
The program started in January 2015. We are now in our
second school year of the program and the demand
continues to grow. We are in need of volunteers to be
trained in the Barton Spelling and Reading Program. We
will also be seeking additional funding to continue in 2017.
If you are interested in helping in either way, please call Julie
Tollison at 706-821-0034 ext. 205.
HERITAGE ACADEMY
Heritage Academy is on a mission! It is indeed
a time of great excitement and momentum. By
nearly every measure of effectiveness, Heritage
Academy has strengthened our programs,
profile and community position since our
inception in 2001. During the past year we
received our accreditation from AdvancEd,
leading to five extraordinary commendations
from our visiting team:
Mr. and Mrs. Bill Kuhlke
Mrs. Richard Sasnett
Minta and Cobbs Nixon
Jay Harper
Tim Regan
Carolyn and Oliver Owens
Emily and Ron Higginbottom
Jane and Jerry Howington
Pam and Vic Mills
Sabrina and George Rush
Paul S. Rush
Nan and the late Charles Shaefer
Dr. and Mrs. Tommy Day
The Ashley Paulk Family
The Eric Smith Family
Anne Sherman
Danielle and Alex Bezili
Natalie and Jack Sherman
Sasha and Bob Sherman
Jacqueline Souder
Crawford Gilbert
Judy and Jim Sechrist
Ti and Bill Cleveland
Dr. and Mrs. Harold Gardner
Nancy and Chip Story
Friends and Family at Christmas
Gwen and Charles Weston
Michelle and Charlie Weston
Michelle and Charlie Weston
Dr. Steven Powell
Dr. Mary Ringler
Andrea and Dickie Elliott
Lee Curley
Eddie H. Drawdy, Jr.
John Miles Loadholt
Mildred Martinovich
John Penland
George “Danny” Tuten
Pat and Jay Harper
Sam Bradley
Dianne Harper
Grace and Je Heck
Sarah Anne Kelly Smith
Casie and Graham Hill
Our grandparents
Beth and Bill Kuhlke
Judy Kuhlke
Kathy and Milton Martin
Sam Bradley
Dianne Harper
Carolyn and Oliver Owens
Virginia Blackburn
Mildred Pollard Blanchard
Dorothy Raines
Ashley Shanks
Billie Vaughn
Nancy and Joe Sheehan
Forrest Hensley
Emma and Bob Smart
Robert Shanks
Gwen and Charles Weston
David Hayslip
IN MEMORY
MEMORIAL AND HONOR
Donations were made between July 1, 2015 and June 30, 2016
Honorees are listed in italics
We are grateful to the following organizations who provide our students with camp,
enrichment, and after-school opportunities throughout the year:
Aiken Opera, Augusta Ballet, Augusta Exchange Club, Boys and Girls Club, Camp Kanuga (Hendersonville, SC),
Church of the Good Shepherd, City Hope Alliance, Family Y Augusta, Fireside Ministries, Good Hope Baptist, Hope for Augusta,
Jessye Norman School of Arts, Joye in Aiken, and Stevens Creek Community Church.
If your community organization is interested in providing enrichment opportunities for our students, please call us at 706-821-0034.
HERITAGE ACCREDITATION
Cheryl Allen
J.R. Crumpler
Lee and Michael Ash
The Tollison Family
Anne Gordon Harper Blanchard Foundation
Anne and Thomas Blanchard
Linda and Robert Bargeron
Mr. and Mrs. Jay Harper
Catherine Boardman
Friends and family at Christmas
Pat and Linn Brucker
Hardi and Joseph Morris
Donna and Thomas Burnside
Faculty of Augusta Preparatory
Day School
Greg Capers
Administrative Sta of St.
John Towers
Sweetie Cross
Sta of First Presbyterian Church
Camilla Davis
Lee Ash
Sabrina Rush
Shirley and Tommy Day
Friends and family at Christmas
Floride and Neal Dickert
Shirley and Tommy Day
Andrea and Dickie Elliott
James Anderson
Beth Kuhlke
Nell Morris
Virginia Freeman
Laura and Thomas Day
Lynn and Bill Geiger
Dr. and Mrs. Wayne
Douglas Beveridge
Mrs. H. David Evans
Dr. and Mrs. Richard Borden
Sasnett, Jr.
Selly Goodwin
Jane Neal
Lou and Marshall Guill
Friends and family at Christmas
Pat and Jay Harper
Dr. and Mrs. Bowen Asserson
Mr. and Mrs. Walker Mobley
Ms. Mary Walker Norman
Beth Kuhlke
Sandra Allen
Andrea Elliott
Jane Neal
Beth and Bill Kuhlke
Angie and Hamilton Kuhlke
Barbara and Dessey Kuhlke
Anne and Dick Manning
Friends and Family at Christmas
Kathy and Milton Martin
Madeline and Dudley Bowen
Pat and Jay Harper
Frances and Earle Maxwell
Carolyn and Oliver Owens
Jane and Gene Neal
Julie Carswell
IN HONOR
&
“100% dierence from kindergarten to 1st grade.”
-Parent of Dyslexia Outreach student
&
&
HERITAGE ACADEMY
COMMUNITY PARTNERS
Heritage Academy is on a mission! It is indeed
a time of great excitement and momentum. By
nearly every measure of effectiveness, Heritage
Academy has strengthened our programs,
profile and community position since our
inception in 2001. During the past year we
received our accreditation from AdvancEd,
leading to five extraordinary commendations
from our visiting team:
1. Heritage Academy promotes a highly
effective learning environment.
2. We provide excellent communications
with our parents.
3. Heritage remains in high fideliity to
mission.
4. We have established clearly defined
leadership roles.
5. Heritage Academy operates debt free.
Andrea and Dickie Elliott
Lee Curley
Eddie H. Drawdy, Jr.
John Miles Loadholt
Mildred Martinovich
John Penland
George “Danny” Tuten
Pat and Jay Harper
Sam Bradley
Dianne Harper
Grace and Je Heck
Sarah Anne Kelly Smith
Casie and Graham Hill
Our grandparents
Beth and Bill Kuhlke
Judy Kuhlke
Kathy and Milton Martin
Sam Bradley
Dianne Harper
Carolyn and Oliver Owens
Virginia Blackburn
Mildred Pollard Blanchard
Dorothy Raines
Ashley Shanks
Billie Vaughn
Nancy and Joe Sheehan
Forrest Hensley
Emma and Bob Smart
Robert Shanks
Gwen and Charles Weston
David Hayslip
MEMORIAL AND HONOR
“The relationships Heritage has formed with its families, the surrounding neighborhoods, and
local organizations provides an invaluable positive presence in our community.”
-April Coleman, Olde Town Resident
We are grateful to the following organizations who provide our students with camp,
enrichment, and after-school opportunities throughout the year:
Aiken Opera, Augusta Ballet, Augusta Exchange Club, Boys and Girls Club, Camp Kanuga (Hendersonville, SC),
Church of the Good Shepherd, City Hope Alliance, Family Y Augusta, Fireside Ministries, Good Hope Baptist, Hope for Augusta,
Jessye Norman School of Arts, Joye in Aiken, and Stevens Creek Community Church.
If your community organization is interested in providing enrichment opportunities for our students, please call us at 706-821-0034.
HERITAGE ACCREDITATION
&
Complete the following fields:
Taxpayer’s Name: ________________________________ SSN: ________________________
Spouse’s Name: _________________________________ SSN: ________________________
Address: _______________________________________ Phone: ______________________
City: __________________ State: ______ Zip:________ E-mail: ____________________________
Contribution Amount: __________________ 75% of estimated GA income tax liability: _______
(for C Corps & Trusts only)
Designated School: _______________________________
Owner of Pass-Through Entity Only:
1) Who listed above is the pass-through entity owner? ___________________
2) Are you a Single, Married Joint or Married Separate Tax Filer?
3) Please list owner’s estimated 2017 net income from pass-through ownership: ___________
4) If a Married Joint Filer, do both spouses have pass-through ownership? Yes No
5) If Yes, please list spouse’s estimated 2017 net income from pass-through ownership: __________
Please keep me informed about legislative developments:
Please inform my / our state legislators that they should preserve, protect, and expand the Georgia
Education Expense Credit program, including an increase in the annual cap on tax credits available to both
individual and corporate Georgia taxpayers.
Authorization:
I authorize GOAL to submit my 2017 GOAL Form to the GA DOR; I commit to making payment in 2017;
and I commit to funding my full approved contribution amount within 60 days of DOR approval.
Select Tax Filing Status Tax Credit Limit
Individual Filer
up to $1,000
Married Filing Jointly
up to $2,500
Married Filing Separately
up to $1,250
Individual Owner of S-Corp, LLC, or
Partnership (Pass-Through Entity)
up to $10,000
C Corporation or Trust
up to 75% of GA Tax Liability
2017 GOAL Tax Credit Form
Complete this Form to authorize GOAL to submit your
application to DOR for a 2017 Tax Credit
Mail in enclosed envelope or scan and email to
jtollison@heritageacademyaugusta.org
Thank You 2016 GOAL Donors!
Bold denotes, as of press time, early registrants for the
upcoming 2017 tax credit.
Edra and Robb Adams
Nancy and Frank Albert
Robin and Rick Allen
Ginny Allen
Anne and William Alston
Shannon and Travis Bateman
Sharon and Arthur Beall
Nan and Gary Beaudreau
Chrissie and John Belcher
Mary Donna and Hal Beman
Priscilla and Clayton Bence
Margie and Gene Betts
Lance Boles
Madeline and Dudley Bowen
Patrice and Steven Branch
Melanie and Thomas Brannen
Donna and Thomas Burnside
Connie and Merrell Calhoun
Kim and Bill Cassara
Anne and David Clark
William Cleveland
Ti and Bill Cleveland
Louise and Todd Coleman
Janice Collins
Pat and Robert Crumrine
Margaret and Warren Daniel
Deborah Davis
Laura and Thomas Day
Shirley and Tommy Day
Vera Lynn and Jerry Dent
Amy and Joseph Dent
Loulie Driggers
Ann and Anthony Ewell
Chip Fisher
Martha Folley
Milla and Bill Gibbs
Laura and Mark Gilliam
Mimi and Barry Goldsmith
Selly Goodwin
Stella Grandin
Laura and Doug Graves
Laura and John Hartmann
Courtney and Adam Hatcher
Baker Hatcher
Amy and Will Hatcher
Debbie and Mike Hawkins
Grace and Je Heck
Casie and Graham Hill
Debbie and Bill Hill
Elsie and Levi Hill
Cheryl and Richard Hillman
Michele and John Hodges
Jeremy Holland
Rita and Roger Holland
Julia Petrides and Chris Homeyer
Jane and Jerry Howington
Grace Hsu
Theodore Hsu
Janet and David Hudson
Lane and Hutch Hutchins
Marilou and Gerry Jilbert
Donna and Russell Jones
Megan and Barrett Jones
Ann Elizabeth and George Lazari
Katy and Shawn Ledford
Alice and J Lee
Kathleen and John Leysath
Jennifer and Matthew Link
Mary and Georey Sheen
Carolyn and Paul Simon
Connor and Perry Smith
Laura and Eric Smith
Southeastern Bank Financial Corp.
Jill and Frank Staord
Stacy and James Staord
Clay Stebbins
Cindy and Dave Steele
Beth and Barry Storey
Nancy and Chip Story
Jean and Harry Stump
Andrew Swift
Margaret and Tom Swift
Joe Tollison
Julie Tollison
Linda and John Tucciarone
Anna and Roger Venable
Gwen and Rick Viger
Kitty and Dan Ward
Charles Weigle
Lucy Weigle
Beth and Je Westergreen
Shannon and Brandon Williams
Lauren and Steve Williams
Karon and Don Williamson
YeSun and Michael Wiltse
Jackie and Choppy Woodward
John Long
Owen Long
Alice and Mark Lopez
Jodi and Jason Lott
Karen and John Luther
Janet and Rod Mackert
Kathy and Steve Marbert
Trina and Scott Martin
Christie and Mark Maund
Mary Jo and Thomas McBride
Lisa and David McDaniel
Connie and Andrew Melear
James Menger
Jan and Keith Michaels
Hardi and Joseph Morris
Caroline and Will Morris
Beth and Jerey Morrison
Laurie and Michael Myers
June and Andrew Newton
Anne and Dan Nielson
Karen and Patrick Otis
Carolyn and Oliver Owens
Connie and Vann Parker
Amy and Ashley Paulk
Jean and Ed Payne
Joy and Bill Payne
Suzanne and Peter Payne
Suzanne and Jeery Perry
Pam Plunkett
Gill Redpath
Karen and Mel Rhodes
Lynn and Scott Riley
Jamie and Tim Sadenwasser
Martha and Tim Shafer
GOAL DONORS
Non Prot
Organization
US Postage
PAID
Augusta, GA
Permit No. 603
Heritage Academy
333 Greene Street
Augusta, GA 30901
706.821.0034
HeritageAcademyAugusta.org
“Heritage Academy Augusta”
1953: ENVISIONED
1855: CONSTRUCTED
1916: REBUILT AFTER GREAT FIRE
2001: RE-ENVISIONED
2006: RE-CONSTRUCTED
2014: RENOVATION COMPLETED
2017: 100TH ANNIVERSARY
____$10,000+ Visionary Circle
____$6,500- 9,999 Heritage League
(Full Scholarship)
____$3,250-6,499 Houghton League
(Partial Scholarship)
____$1,250-3,249 Sustainers’ Circle
____$500-1,249 Greene Street Guild
____$250-499 Blue & White Club
____$1-249 Friends of Scholars
Return this portion to Heritage Academy
333 Greene Street - Augusta, GA 30901
Gis are tax-deductible
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Address:
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Preferred Contribution Method:
__ Check Enclosed
__ Pledge to be paid
(per month / per year)
ANNUAL FUND
CATCH UP WITH ALUMNI
JAHLIL BRICKHOUSE
A
t our end of the year
program in May, we
awarded our 3rd Annual
Prize for Excellence to Jahlil
Brickhouse. The Prize for
Excellence honors a former
Heritage Academy student
with $1000 to further his/
her education. The winner
of this award has excelled
in service and extra-
curricular activities and
exemplifies the Heritage
Academy values of rigor,
responsibility and
relationship. This prize is
endowed by Dr. Kent
Johnson. Jahlil is the 2nd
in his family to receive the
award (sister Jasmine
received it in 2015) and is
attending Augusta
University to major in
pre-engineering.
Have you given?