In our first year, our primary outreach activity was adopting a family for the holidays. We worked with Associated Ministries in Tacoma to adopt a young woman and her baby for Christmas. Members donated and collected two carloads of household goods and toys for the family. In addition to this project, we also provided funds to help two UPS students attend the May, 2010 Global Conference on Business and Finance in San Jose, Costa Rica to present their research on Dutch Auction Rate Preferred Stock.
In our second year, we developed our speaker series, bringing three guest presenters to the UPS campus. We have expanded this work each year. We now usually bring seven speakers to campus each school year (in September, October, November, February, March [when we have two—because it’s “March Madness”], and April). Speaker events are open to the full campus (and outside) community; this is one of our main points of contact with the broader UPS student body.
In our second year, we also created our textbook scholarship—the brainchild of one of our early presidents, Spencer Kadas—designed to help outstanding students who have financial need. We made our first award to a superior student in fall, 2013. In the following school year, we doubled our awards, helping two excellent students. In the most recent school year, we made awards in both fall and spring, helping seven students with $200 scholarships. One of these was the “4HI Alumni Textbook Scholarship,” funded specially by our alums.
We encourage our new members to follow Kadas’ example and create outreach opportunities that have special meaning for them.
In 2011-12, we wrapped Christmas presents for needy families; ran a contest to rebrand Associated Ministries’ Hunger Walk (a thirty-year Pierce County tradition)—and had our advisor, Ryan Tate, create the chosen design; and taught economics with Junior Achievement on their Impact Day at Fawcett Elementary.
Our enthusiastic 2012-13 class expanded our outreach tremendously, building on the foundation established by their predecessors. That year, we increased our community engagement by sponsoring the Associated Ministries’ Financial Fitness Fair, walking in Hunger Walk, spreading bark at Parks Appreciation Day, and taking tickets at the Hui O Hawai’i luau. (You can learn more about our efforts in our 2012-13 newsletter, included in this handbook.) We also established the 4HI Volunteer Income Tax Assistance (VITA) internship, which will train students to prepare taxes for lower-income taxpayers.
In 2013-14, we did weekly tutoring at the Tacoma Computer Clubhouse, dug up weeds with Citizens for a Healthy Bay, went back for more Junior Achievement, and volunteered at the FISH Food Bank.
Highlights from 2014-15 include volunteering for another great day with Junior Achievement; weeding at a local farm; building furniture for a furniture bank; giving away toys at the Allen AME Church in the Hilltop; and creating a business curriculum for students at the Computer Clubhouse.
In 2015-16, we worked at the furniture bank; went back to Allen AME’s toy giveaway; climbed the Columbia Tower to help Leukemia and Lymphoma Society (a project of Andy Crosby’s); walked in Hunger Walk; had the best speaker series ever; and create 4Horsemen.con, a symposium of UPS professors. We also continued running the Fantasy Investments game, started by Taiga Harimoto in 2014.
In 2016-17, we expanded our speaker events to include a personal finance series, giving half-hour mini-lectures twice a month. Member David Follett gave the last of these; in 2017-18, most personal finance talks will be led by 4HI members. We greatly expanded our scholarship program: the alumni textbook scholarship was funded for another year by our wonderful alums; plus we received a large donation from Hiroki Tokuyama, creating two special Junior Analyst scholarships; plus we were able to add a new textbook scholarship funded by the cryptocurrency donated by alum Ryan Tate. Andy Crosby, Stefan Jensen, and Lynda Livingston completed the HERO training sponsored by Sound Outreach, and are now Community Development Certified Financial Counselors. We hope to participate in many future outreach efforts based on this training and on our new partnership with Sound Outreach. Emily Wood completed her advanced training in tax preparation, and worked with the IRS’s Volunteer Income Tax Assistance program helping taxpayers in Tacoma. Andy Crosby helped us gather cans for the student athletic advisory council’s food drive.
EACH YEAR’S GROUP CHOOSES ITS OWN PHILANTHROPIC OUTLETS.
WE LOOK FORWARD TO SUPPORTING YOURS!
MISSION AND GOALS
Our mission and goals, as we initially envisioned them, are incorporated in the preamble to our bylaws:
We, the nonprofit corporation under Chapter 24.03 of the Revised Code of Washington, invoke to create an organization where select college students can invest donated funds. We intend:
¨ to promote students’ classroom experience by allowing them to apply their knowledge of investing in the current market environment;
¨ to promote, through research and demonstration, the development of better investment strategies;
¨ to unite students with a common passion for investing and give them the ability to coordinate their efforts;
¨ to create a portfolio of investments to be passed on to future students and, in turn, donated to specific academic philanthropy;
¨ to unite multiple generations of students by creating a company whose legacy is to create a better student environment from year to year and give the next generation’s students the opportunity to succeed;
¨ to provide a fund for to facilitate presentations by investment professionals, to help finance educational trips, and to support students’ presenting their 4HI research at worldwide conferences and symposiums;
¨ to encourage the receipt of tax-deductible gifts of money, time, and resources for the benefit and furtherance of all the aforementioned activities.
WE INVITE YOU TO JOIN US!
2009-2010: MICHAEL GORDON, TOM GLASSMAN, JIRI SENKYRIK, MAX KABRICH
2010-11: RYAN TATE, SPENCER KADAS, JOHN THOMAS, MATT RIGGS, ANTHONY WARMUTH
2011-12: SPENCER KADAS, MOLLY DARROW, JACK SIMON, SEAN RICE
2012-13: HIROKI TOKUYAMA, BRUNO MELLO, BRAD BEARD, CHASE HU, BRYCE ALLISON, LUKAS DIESING, TRAVIS LIM
2013-14: BRUNO MELLO, TRAVIS LIM, ELI YOUNGS, HANNAH SMITH, JOHN STEVENS, CAMERON OTSUKA, DAN THORSON
2014-15: DAN THORSON, HANNAH BUTENSKY, RICKY HOWARD, SAM ANDERS, EVAN GANNICOTT, TAYLOR SMTTH, KAREN VALLE, TAIGA HARIMOTO
2015-16: SAM ANDERS, CARLOS SORIA, PETER BELL, ROBBIE SCHULBERG, BECCA TANSEY, JACK RILEY, ANDY CROSBY
2016-17: ANDY CROSBY, MAC CURLEY, RYAN DARROW, EMILY WOOD, DAVID FOLLETT, STEFAN JENSEN