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LEADING THE WAY

2025 GROWTH REPORT OF THE EDUCATIONAL FOUNDATION OF ALPHA GAMMA RHO The Promise of Alpha Gamma Rho.............................................................. 2 From the Chief Development Officer............................................................ 3 Our Mission.................................................................................................. 4 How We Work For You................................................................................. 5 Ways to Give................................................................................................ 6 Leading The Way...2025............................................................................... 7 Your Impact.................................................................................................. 8 Non-Designated Funds................................................................................ 9 Endowment Momentum............................................................................. 10 Donor-Designated Endowment Funds....................................................... 11 Sayre Fund................................................................................................. 12 Foundation Scholarships............................................................................ 13 From the Chairman.................................................................................... 14 From a Board Member............................................................................... 15 Housing Campaign Success...................................................................... 16 Chapter Assistance Program...................................................................... 17 Heritage Club............................................................................................. 18 Loyalty Fund for AGR................................................................................. 20 Lifetime Giving Levels................................................................................ 22 Fund Report............................................................................................... 32 Foundation Financials................................................................................ 36 From the Investment Committee................................................................ 38 Directory..................................................................................................... 39 From the Chief Executive Officer............................................................... 40

Some imagery was created with AI assistance

The Promise of

ALPHA GAMMA RHO

Alpha Gamma Rho is the Fraternity sharing a common bond within a dynamic, global agriculture committed to fostering the highest values and providing each and every brother with superior lifelong personal development and professional success. Page 2 | AGR Growth Report

FROM THE CHIEF DEVELOPMENT OFFICER LEADING THE WAY is more than a theme for this year’s Annual Growth Report—it is a reflection of where Alpha Gamma Rho is today and where the organization is boldly headed tomorrow.

networks that begin during their undergraduate years and continue well into lifelong professional relationships and friendships. Because of YOU, we are meeting those needs.

At a time when young men on college campuses need stronger leadership, deeper connection, and meaningful support systems more than ever before, YOUR Educational Foundation is uniquely positioned to answer that call. Because of the unwavering generosity of our donors, we are able to invest in educational efforts and leadership initiatives that provide real resources to the Fraternity and directly advance our Fraternal Purpose: To Make Better Men, and Through Them a Broader and Better Agriculture.

Alpha Gamma Rho has not only been reaching historically high levels of giving, but the Educational Foundation is setting records across the fraternal industry. While those benchmarks are certainly worth celebrating, perhaps the most meaningful milestone is this: we are increasingly able to reinvest donor passions and philanthropic interests directly into our local chapters and the young brothers we serve.

Every gift made to this Foundation is an act of leadership. Every donor is helping lead the way for a young man searching for belonging, for confidence, for professional direction, and for the values that will shape his future.

That is where real impact happens. That is where futures are shaped. That is where Alpha Gamma Rho continues leading the way. Your belief in this mission allows us not simply to sustain our organization, but to strengthen it from the inside out—building confident leaders, principled men, agricultural advocates, and engaged alumni who will continue this legacy for generations to come.

This mission is deeply personal to me. Having a son who recently completed his first degree and entered alumni status, I have had the privilege of witnessing firsthand the transformational power of our Fraternity experience. I have also seen clearly the evolving needs of our undergraduate brothers at the local chapter level. Today’s young men are navigating an increasingly complex collegiate environment—one that requires support not only academically, but emotionally, socially, and professionally.

It is truly an honor to serve in this work, and I am profoundly grateful for the opportunity to work for and alongside leaders—and growing leaders—across this nation. Together, through your generosity and your faith in our purpose, we are ensuring that Alpha Gamma Rho remains not only relevant, but resolute in its commitment to developing men of excellence. Thank you for helping us lead the way.

Our young brothers need renewed academic focus and accountability. They need intentional leadership development. They need resources that strengthen mental health awareness. They need brotherhood that helps them feel connected, understood, and valued. And they need career

Carol Johnson, Ed.D.,

With sincere gratitude,

Chief Development Oﬃcer Educational Foundation of Alpha Gamma Rho

AGR Growth Report | Page 3

OUR MISSION LEADERSHIP in action! Over 3,000 collegiate members benefit from your generosity, driving scholarships, leadership and national brotherhood. This year’s successful fundraising efforts have created a great impact. Enhanced programming, experiences, and opportunities are all made possible by you.

The Educational Foundation’s Mission is to drive Alpha Gamma Rho’s Purpose of

MAKING BETTER MEN

from initiation and throughout their personal and professional lives.

This year’s Growth Report theme, “LEADERSHIP IN ACTION,” reflects our commitment to not only setting goals, but actively living them out—demonstrating daily the values of Alpha Gamma Rho and fulfilling our Promise of Making Better Men.

YOUR CONTRIBUTIONS ARE TAX-DEDUCTIBLE* AND SUPPORT: Chapter-specific and Educational Foundation Scholarships World-Class Leadership Development Experiences Training for Personal and Chapter Excellence Chapter House Improvements Lifelong Career and Personal Connections

*Gifts are tax-deductible to the extent allowed by the law. Since no goods and services are typically rendered in return for this gift, all or part of your gift may be tax-deductible as a charitable contribution. Please contact your tax adviser.

Page 4 | AGR Growth Report

HOW WE WORK FOR YOU The Educational Foundation of Alpha Gamma Rho is a nonprofit corporation funded by voluntary contributions and investment income. The business purpose of the Educational Foundation is to receive and invest contributed property, and to distribute such property to qualifying organizations or persons for charitable, educational purposes. These charitable and educational purposes include the making of distributions to organizations that qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code of 1954 (or the corresponding provisions of any future U.S. Internal Revenue Law). Organized in 1965, The Educational Foundation of Alpha Gamma Rho operates as a tax-exempt, nonprofit 501(c)(3) corporation and public charity under the laws of the State of Illinois. The employer identification number is 36-6158409.

INPUTS Inputs to the Foundation include cash and online donations, planned gifts, capital campaign dollars and more.

GOVERNANCE The Foundation is governed by the Articles of Incorporation, By-laws and the Board of Directors.

HOLDINGS Holdings include investments managed by skilled members of the Foundation.

OUTPUTS Scholarships, awards, grants and more that support the Foundation’s Mission are awarded annually.

AGR Growth Report | Page 5

WAYS TO GIVE CASH Regardless of the amount, the Educational Foundation always accepts donations in the forms of cash, check, credit card or money order. You can mail checks or money orders to the AGR Educational Foundation at our physical address: 1333 NW Vivion Rd., Suite #110, Kansas City, MO 64118 or PO BOX 802139, Kansas City, MO 641802139. Credit card donations are accepted online at www. alphagammarho.org/donate or use your phone’s camera to scan the QR code to the right.

STOCKS Like readily marketable securities, stocks are accepted by the Educational Foundation. Making a gift of stock can have tax benefits — capital gain taxes can be avoided, and you may deduct the full fair market value of the gift. After consultation, nonpublicly traded securities may also be accepted.

COMMODITIES

Wills and estate plans are accepted when The Educational Foundation of Alpha Gamma Rho is named as the owner and beneficiary on 100% of the policy.

These are a great way for brothers who are in production agriculture to support the Educational Foundation. Make a gift of grain, other crops or livestock as a more convenient way to give back. Although the process is simple, the impact is significant, and it may be a tax-advantage opportunity worth your consideration.

TANGIBLE PERSONAL PROPERTY

CROWDCHANGE

Items such as jewelry, artwork, collectibles and equipment may be accepted by the Educational Foundation.

This is a peer-to-peer fundraising platform built specifically for Greek-letter organizations’ philanthropy events. It helps chapters across the country exceed their fundraising goals by offering a simple, easy-to-use platform with features to cover every type of philanthropy event including tickets, apparel and more!

PLANNED GIFTS

CORPORATE MATCHING GIFTS Many companies will match donations made by their employees to nonprofit, tax exempt foundations. Contact your employer to find out if they have a gift matching program!

GIFTS OF REAL ESTATE The Educational Foundation is happy to work with any prospective donor interested in a gift of real estate. The Educational Foundation will review gifts of real estate before acceptance.

MAXIMIZE YOUR IMPACT Make the most of your contribution through AGR’s partnership with FreeWill. Explore tax-efficient giving options such as stock gifts, donor-advised funds, IRA charitable gifts, and other non-cash assets that may help you maximize both your impact and potential tax benefits.

SCAN HERE TO EXPLORE Page 6 | AGR Growth Report

LEADING THE WAY... 2025 ALPHA GAMMA RHO BROTHERS

CONTINUE CONTINUE TO TO LEAD LEAD The impact of your generosity is undeniable. Thanks to your continued spirit of giving, your Educational Foundation is truly LEADING THE WAY in advancing our mission. This is more than a single moment—it’s a shared commitment to progress and purpose. Thank you for your steadfast support and dedication to Making Better Men. On behalf of the Educational Foundation, please accept our sincere gratitude for helping LEAD THE WAY forward.

$2,374,334

$761,282

TOTAL GIVING

$247,401

LOYALTY FUND GIVING

GIVING TUESDAY

GIVING TUESDAY OVER EIGHT YEARS NUMBER OF NEW DONORS IN 2025

2023

247

$246,551

2021 2019 2018

$50,647

2020

2024 $252,122

2025 $247,401

2022 $125,504

$100,490

$62,219

$12,944

GIVING TUESDAY: INTERFRATERNITY CHALLENGE For the second year in a row, Alpha Gamma Rho’s Educational Foundation participated in the Giving Tuesday Interfraternity Challenge. Due to your generosity, our Fraternity is LEADING THE WAY and our reputation as an industry leader fundraising powerhouse continues to grow and be recognized. AGR Growth Report | Page 7

YOUR IMPACT

PROVIDING OPPORTUNITIES THROUGH DESIGNATED OR NON-DESIGNATED FUNDS Through the generosity of Alpha Gamma Rho brothers and friends, The Educational Foundation of Alpha Gamma Rho provides transformational influence in the form of essential funding support for educational and leadership programming which directly impacts the lives, shapes the future, and catapults the trajectory of AGR brothers and chapters. Your gift to The Educational Foundation of Alpha Gamma Rho provides opportunities for brothers to grow their skills and knowledge.

ANNUAL LOYALTY FUND: Supports quality Recruitment School and Leadership Seminar opportunities to benefit chapters.

ENDOWMENT FUND GIFT: Funds annual distribution for new member scholarships at the local chapter level.

YOUR DESIGNATED GIFT

YOUR NON-DESIGNATED GIFT

Examples of Endowment Funds, Chapter Assistance Programs, Programs & Services

 Recruitment Schools  National Convention  Strategic Planning Sessions  Matching Funds to Chapters  Scholarships

 Scholarships  Chapter Resources  Housing Campaigns  Sayre Funds  AGRconnect  Adviser and Housemother/House Director Forums  Top Leaders Institute in Memory of Gene Lemon  Phil Josephson Staff Development/Training  Local Chapter Excellence Scholarships

Page 8 | AGR Growth Report

NON-DESIGNATED FUNDS Non-Designated gifts support Alpha Gamma Rho Fraternity by providing educational resources and programming to all chapters. Gifts with no specific designation (i.e., Loyalty Fund for AGR) at the time of donation, support operations and programs of the Foundation with no gifting or management fee.

LEADING THE WAY…

SUPPORTING OUR CHAPTERS Through non-designated gifts, the Educational Foundation is able to assist the Fraternity with projects which serve the needs of multiple chapters. With support from these gifts, the Alpha Gamma Rho Fraternity assembles programs individual chapters could not efficiently do alone. These resources include, but are not limited to:  Recruitment Schools  Strategic Planning Sessions  Undergraduate Achievement Awards Scholarships  Matching Funds to Chapters

THE LOYALTY FUND OF AGR

SCAN TO DONATE TODAY!

2025

$761,282 $709,746

2024

$706,912

2023

$687,279

2022

$657,417

2021 $459,788

2020

$425,583

2019

$411,964

2018

AGR Growth Report | Page 9

ENDOWMENT MOMENTUM AGR NAMED ENDOWMENTS POLICY AND PROCEDURE

Named Endowments are a great way to support the causes you care most about. And they last in perpetuity! Your Educational Foundation offers several ways for you to use endowment giving.

FREQUENTLY ASKED QUESTIONS: ? WHAT KINDS OF ENDOWMENTS CAN BE SET UP? You can establish endowments that can only be used to support educational and leadership development activities in a specific chapter, or you can do the same opening up the grants to a national competition or to support Fraternity-wide initiatives. Gifts to such endowment funds are tax deductible to the donor to the extent allowable by the tax laws. As a donor you can be assured that the gift will be professionally received, managed, and spent.

? HOW ARE FUNDS MANAGED? Your Foundation has adopted the Uniform Prudent Management of Institutional Funds Act (UPMIFA) as the governing basis for endowment fund management. UPMIFA gives foundations the operational guidelines that help ensure the fund is used for its stated purpose and survives in perpetuity, even after the donor’s death.

? WHAT IS THE MINIMUM AMOUNT? The minimum required to establish such a fund at AGR is $25,000. However, a donor or donors may take up to five years to reach that total. Until the $25,000 is reached, the fund benefits from any investment earnings. Any disbursements, of course, lower the principal and, while not prohibited, are discouraged.

? WHAT ARE THE FEES?  A “Gifting Fee” of 2% is deducted from such gifts in the calendar quarter they are received. These funds are used to support Foundation operations including staffing, annual audits, IRS reporting and record-keeping.  To help minimize the impact of investment market fluctuations, the Foundation uses the 12-quarter moving average of the market value of its endowments to both charge a 1% annual “administrative fee,” .25% per quarter based on the current fiscal year-to-date fund balance and create an annual 4% “spendable” allocation.

? WHEN ARE SPENDABLE FUNDS AVAILABLE?  A named endowment must be in existence for four-calendar quarters before “spendable” funds are allocated. From that point on and until the 12-quarter moving average is in place, the Foundation uses the available quarters for both the fee and “spendable” calculations.  “Spendable” funds that are not used by the fund’s governing body such as a Chapter Alumni Committee or the National Foundation Board remain in the investment pool receiving any investment earnings and are subject to the 1% annual administrative fee.

? WHEN ARE REPORTS AVAILABLE? The stewards of each endowed fund receives contribution reports (if applicable) and quarterly fund reports on the 30th day of the month following the close of the quarter (January-March report will be distributed April 30th and so forth) at AGRconnect. The reports will show the current market value, fees deducted, contribution income, distributions (uses of the funds), investment earnings allocated and funds available for “spending”. In addition, the staff responds to telephone or email communications as they are received. Page 10 | AGR Growth Report

DONOR-DESIGNATED ENDOWMENT FUNDS Donor-Designated Endowment Funds can include achievement awards for chapters who reach success in academic, leadership, citizenship and educational activities. Grants can be used to cover expenses to attend Top Leaders Institute in addition to expenses involved with other events sponsored by Alpha Gamma Rho. Donor-Designated Endowment Funds can also be used to purchase technology upgrades for chapter facility educational space and scholarships for students.

DESIGNATE TO SPECIFIC CHAPTER Permanent or endowed funds are internally managed and locally directed. They serve a perpetual purpose such as providing scholarships for a chapter, funding a specific program customized to a chapter’s unique needs, or providing travel funds for leadership training.

DESIGNATED TO SPECIFIC FRATERNITY PROGRAM Fund training tools and programs focus on personal growth, responsibility and leadership of members. Examples of these programs are AGRconnect or the Sayre Fund.

HOW DOES YOUR GIFT SUPPORT ADMINISTRATIVE FEES? These fees cover activities and services including:  501(c)(3) IRS tax-exempt status charitable organization registration  Balancing income/risk portfolio which is professionally managed by the Foundation Investment Committee  Board governance and oversight  Charitable state solicitation registrations  Chapter membership database  Staffing to provide database support and gift stewardship (receipting, pledge reminders, etc)

GIFTING FEE

2% GIFTING FEE SUPPORTS PROFESSIONAL SERVICES OFFERED, INCLUDING:

 Estate gift planning, assistance and services  Tax attorney & grant agreement drafting ($6-8K value)  Consultant references for housing assessments, campaign feasibility study, and campaign consulting  Fundraising advice, insight and expertise  501(c)(3) IRS tax exempt status charitable organization  Charitable state solicitation registrations  Staffing to provide database support and gift stewardship (recognition, receipting, pledge reminders, etc.)  Chapter membership list (Database NCOA)

5 STEPS

TO ESTABLISH DONOR-DESIGNATED ENDOWMENT FUNDS

1 CONTACT

Contact Carol Johnson, Ed.D. at carol@alphagammarho.org or call (501) 730-1962.

2 DONOR/ CHAPTER FUND AGREEMENT Fund Advisory Committee will establish a fund agreement

3 INVEST

Make a minimum initial $5k investment, plus $20k in pledges

4 GROW

Grow your investment to a $25k minimum within five years

5 IMPACT

Provides designated scholarships and grants in the following year (Approximately 4% annual payout to provide scholarships)

AGR Growth Report | Page 11

SAYRE FUND Brother William ‘Bill’ Sayre understood that the AGR brotherhood has an important lifelong impact on Alpha Gamma Rho brothers. The Sayre Fund was established when Brother Sayre provided gifts to the Educational Foundation, specifically to promote interchapter relations and cooperation. Simply put, the vision of Brother Sayre was to give chapters the opportunity to come together through educational and leadership activities, designed to further sow the seeds of fraternalism. Chapters can submit a Sayre Fund proposal through the AGR website under the Foundation section. All proposals are due annually on Oct. 1. Events supported by the Sayre Fund have included the Annual AGR Fall Shootout, AGR National BBQ Competition, the Fraternity’s involvement with National FFA Convention and many other worthwhile events. Cultivating a greater strength of brotherhood is of high importance as uncertainty still looms. Brothers, both alumni and collegiate, should look for ways to engage with others across the community and the country. With a greater understanding of the technology at our fingertips, now is the best time to take advantage of what the Sayre Fund has to offer! Apply today, connect with brothers tomorrow.

HOW TO APPLY FOR A SAYRE FUND 1. Complete the Sayre Fund Proposal on the AGR website under the Foundation tab: www.alphagammarho.org/sayre-fundproposal 2. Submit your application for each school year before October 1.

SCAN TO APPLY! Page 12 | AGR Growth Report

FOUNDATION SCHOLARSHIPS The Educational Foundation of Alpha Gamma Rho Scholarship applications are due annually on May 15 and are awarded each summer. Sixteen brothers were awarded scholarships by the Educational Foundation. Each brother applied for an undergraduate scholarship through the scholarship application process. Throughout the application, brothers share how their involvement in Alpha Gamma Rho prepares them for their futures and what their membership into the Fraternity means to them. AGR EXCELLENCE SCHOLARSHIP

AGR EXCELLENCE SCHOLARSHIP

Will Ellison North Dakota State

Timothy Manzello Penn State

Cash Slezickey Oklahoma State

Dennis Wollin Southern Illinois

BILL SALLEE SCHOLARSHIP

DALE RUNNION SCHOLARSHIP

GENE SWACKHAMER AG ECONOMICS/ AG BUSINESS SCHOLARSHIP

Zach Mefford Oklahoma State

Blake Harrold Kansas State

Henry Downing West Texas A&M

KIRBY BARRICK AGRICULTURAL EDUCATION SCHOLARSHIP

LINDLEY FINCH MEMORIAL SCHOLARSHIP

OLE MELAND DAIRY SCHOLARSHIP

GEORGE STABY ORNAMENTAL HORTICULTURE SCHOLARSHIP

ROBERT L. OEHRTMAN SCHOLARSHIP

Hayes Rickstrew Fort Hays State

Jack Showalter Iowa State

Michael Fenton, Jr Connecticut

Ryan Culp Ohio State

Henry Downing West Texas A&M

UNDERGRADUATE ACHIEVEMENT AWARD

HAROLD OLSON SCHOLARSHIP

J. WAYNE REHN SCHOLARSHIP

(John) Warren Cornell Ethan Bode Florida Wisconsin-Platteville

UNDERGRADUATE ACHIEVEMENT AWARD

SCAN TO DONATE NOW! Visit www.alphagammarho.org/ scholarships for a full list of scholarship opportunities and more information. Noah Graham Missouri

Justin Paolucci West Texas A&M

AGR Growth Report | Page 13

FROM THE CHAIRMAN For the past eighteen years, it has been a great joy to serve on the Educational Foundation of Alpha Gamma Rho Board of Directors. As I reflect on that service, I am deeply grateful for the countless brothers, volunteers, donors, and friends who have dedicated themselves to ensuring that our Fraternity remains strong, relevant, and impactful for generations to come. Throughout my time on the Foundation Board, I have witnessed firsthand the power of our shared commitment to the Fraternal Purpose of Alpha Gamma Rho: To Make Better Men, and Through Them a Broader and Better Agriculture. That purpose continues to guide every decision we make and every initiative we support. One of the accomplishments I am most proud to have helped lead was the capital campaign that made the Top Leaders Institute and enhanced local chapter excellence initiatives possible. Those efforts were never simply about programming, networking, or financial goals — they were about investing in young brothers of our Fraternity. By strengthening leadership development and providing resources directly to our local chapters, we have worked to equip collegiate brothers with the tools necessary to lead with integrity, character, and purpose both on campus and throughout their lives. The success of our Fraternity will always begin at the chapter level, and serving those chapters has remained at the heart of our mission.

The theme of “LEADING THE WAY” carries special meaning for me because it reflects the responsibility each generation of AGR brothers has to leave the organization stronger than they found it. Our Fraternity must continue to evolve in ways that keep it meaningful and relevant to young men while remaining firmly rooted in the values that have defined Alpha Gamma Rho for generations. The Educational Foundation exists to support that vision by creating opportunities for leadership, scholarship, personal growth, and teamwork that will prepare our members to serve agriculture and their communities with excellence. As I conclude my chairmanship and continue to serve on the Foundation Board, my greatest hope is that the work we have done and will continue to do together leaves a lasting legacy for Alpha Gamma Rho. I hope future brothers will continue to lead the way with courage, humility, and dedication to something greater than themselves. Most importantly, I hope they will continue building a Fraternity capable of transforming lives — one that inspires young men to become leaders of character who will strengthen agriculture, their professions, and the communities they serve. Thank you to every donor and supporter who has made this mission possible. Because of your generosity and belief in our purpose, the future of Alpha Gamma Rho remains bright. Fraternally,

Glenn Stith, Omicron Chair, Educational Foundation of Alpha Gamma Rho

FROM A BOARD MEMBER Brothers and Supporters of The Educational Foundation of Alpha Gamma Rho, It is my honor and privilege to serve on the Educational Foundation Board of Directors alongside other dedicated AGR Brothers from chapters across the country. I marvel at the geographic diversity and the varied career paths of the Brothers currently volunteering on the Foundation Board. It reminds me every day that our Fraternity is much bigger than any of us individually or any of the chapters where we were initiated. The positive impact our Fraternity has had on our campuses, the communities across the country where our Brothers live and work, and the U.S. agricultural industry is truly astounding. The Foundation Board is dedicated to ensuring that impact continues to grow by providing funding to the AGR Fraternity and Brothers for educational purposes, including leadership development. We have worked hard this year to modernize the Foundation to meet the growing needs of successfully raising funds, investing funds and dispersing funds to support the AGR Fraternity’s educational and leadership programs to “Make Better Men, and Through Them a Broader and Better Agriculture.” We are very appreciative of the Foundation donors who embrace the Fraternity’s purpose and entrust the Foundation with stewarding their gifts. Your Foundation Board directors all take that responsibility very seriously. I am not only a Foundation Board member, but my wife, Kristen, and I are also donors. Early in our marriage we decided to get intentional about our giving. We established three charitable pillars that we wanted to support: Faith, Food Insecurity, & Education. The Foundation clearly checks two of those three boxes and supports the third. I look forward to continuing to invest my time and resources in the Fraternity and reap the rewards of sharing in the successes of our AGR Brothers across the country. Fraternally,

Ken Isley, Eta Vice Chairman, Educational Foundation of Alpha Gamma Rho

AGR Growth Report | Page 15

HOUSING CAMPAIGN SUCCESS

EDUCATIONAL AREA GRANTS The Foundation may provide grants to a House Corporation/Alumni Associations for expenses incurred by the House Corporation/Alumni Associations that support exclusively educational areas and furnishings/equipment in the chapter house as long as certain conditions and IRS requirements are met. This is a step-by-step overview of the Foundation’s process for those Grants.

IDENTIFY POTENTIAL EDUCATIONAL AREA HOUSING GRANT

Acquisition of Chapter House/Lodge

New Construction or Renovation of Chapter House/ Lodge

New Addition of Chapter House/ Lodge

Single Educational Area Renovation

Purchasing: Educational Area Furnishings and Equipment

Desks and Chairs in Member Rooms

Computer Networking and Internet Wiring

Annual Ongoing Operating Expenses (Past/ Present/Future Expenses)

Contact Carol Johnson, Chief Development Oﬃcer, at the Foundation: Email: carol@alphagammarho.org | Office: 816.891.9200 x121 | Cell: 501.730.1962

Schedule introductory call: Carol Johnson and Fraternal Law Partners’ John Christopher (john.christopher@fraternallaw.com), and Amy Hebbeler (amy.hebbeler@fraternallaw.com)

Gather information required by Fraternal Law Partners

Fraternal Law Partners issues an Opinion Letter and Grant Agreement

House Corporation/Alumni Association, Foundation and Chapter sign Grant Agreement

Provide Grant Requests and substantiation to Foundation

Foundation disburses educational area grant funds

Provide ongoing reports to Foundation re: use of funds and educational areas

GRANT SUPPORTS EDUCATIONAL ENVIRONMENTS THAT STRENGTHEN OUR BROTHERS AND ADVANCE OUR MISSION ** If the House Corporation/Alumni Association does not have a fund established with the Foundation, then the House Corporation/Alumni Association will need to work with the Foundation to establish a housing fund. ** Page 16 | AGR Growth Report

CHAPTER ASSISTANCE PROGRAM The Chapter Assistance Program is offered by The Educational Foundation of Alpha Gamma Rho to assist alumni corporations in providing educational facilities in major construction or renovation projects for chapters with short-term funds.

SCAN TO DONATE NOW!

Fund Balance 7/1/2024

Housing Fund

(Greater than $10,000)

Alpha

82,079

Admin Fees $

Receipts $

225

Fund Balance 6/30/2025

Disbursements $

82,304

Beta

90,684

2,700

(68,746)

24,637

Epsilon

29,629

37,350

(25,467)

41,512

Theta

5,801

22,200

28,001

Alpha Alpha

35,049

600

35,649

Alpha Beta

12,296

Alpha Gamma

29,529

(2,076)

103,789

131,242

Alpha Delta

10,276

Alpha Zeta

195,166

(2,502)

125,100

317,764

Alpha Iota

294,073

341,252

(474,925)

160,401

Alpha Tau

28,371

(1,008)

50,400

77,763

Alpha Phi

607,918

(1,637)

81,833

(674,646)

13,469

Alpha Psi

138,507

32,735

(35,314)

135,928

Beta Zeta

15,000

400

15,400

Beta Phi

25,000

Payout / Rollover to Endowment

Project on Hold

Currently in Campaign

AGR Growth Report | Page 17

HERITAGE CLUB The Heritage Club honors brothers who leave a planned gift of $10,000 or more through specific gifts or bequests. If you have included The Educational Foundation of Alpha Gamma Rho in your will or estate plan, please notify the Home Office so you can be recognized for leaving a legacy for years to come. If you’re interested in joining the Heritage Club, you can find the form to fill out at www.alphagammarho.org/alumni/ways-give.

Alpha—Illinois

Lowell F. Mohler Daniel L. Prosser Bradley K. Starbuck

Alpha Beta—Oregon State

Alpha Tau—Western Illinois

Vincent T. McElligott

Beta—Ohio State

Iota—WisconsinMadison

Alpha Gamma—Florida

Bryan K. Podkul Jeffrey L. Warner

R. Kirby Barrick

James V. Zarndt

Gamma—Penn State

Kappa—Nebraska

Richard S. Carpenter

William C. Schilling Charles E. Trauger

James E. Ross Jay J. Vroom James L. Zumwalt

Delta—Purdue Ted A. Priebe Gene L. Swackhamer

Lambda—Minnesota

Epsilon—North Dakota State

Nu—North Carolina State

Jack Brown Dale R. Carpentier Allan R. Johnson

Tyler B. Warren

Zeta—Cornell Douglas J. Adams Kevin G. Bartolotta Gregory I. Wickham

Adam E. Manwarren

Omicron—Kentucky David W. Case William C. Miller Glenn A. Stith Leslie J. Stith

Pi—Oklahoma State

Philip L. Leary Gregory A. Smith

Alpha Zeta—Kansas State Justin Hagedorn Edwin R. Kerley Loren J. Kruse John A. Niemann Tim E. Rosenhagen Curtis L. Steenbock Douglas C. Weyer

Alpha Theta— Maryland

Alpha Psi—WisconsinRiver Falls William T. Boehm Philip Josephson David B. Kilpatrick Harland G. Schneider

Beta Delta—Illinois State Donald J. Bumphrey

Beta Eta—Virginia Tech Jay S. Poole

Paul S. Weller

Beta Theta—Middle Tenn State

Alpha Iota—Arkansas

Wesley P. Merrill

Rex A. Martin

Beta Kappa—Chico State

Eta—Iowa State

Scott W. Sewell

Michael J. Borel Bret R. Carter Scott D. Flynn Steven M. Hanson Timothy J. Heiller Kenneth D. Isley Arlen L. Wonderlich David W. Van Wert Robert C. Vasko Benjamin K. Zelle

Alpha Kappa— Tennessee-Knoxville

Sigma—Washington State

John R. Tarpley Thomas R. White

Doyle W. Jacklin

Beta Tau—Mississippi State

Alpha Lambda—New Mexico State

Bradley A. Garrison

Theta—Missouri Zane V. Akins Lynn A. Fahrmeier Page 18 | AGR Growth Report

Tau—Michigan State John R. Welser

Phi—California-Davis John E. Kidd Jeremy R. Turner

Chi—Cal Poly Ralph E. Grossi Ole M. Meland

Tyler O. DuBry Paul Gutierrez

Alpha Rho—Vermont Erwin C. Clark James R. Carpenter Laurence C. Jost Donald J. McFeeters

Kenny J. Howard

Friend of AGR Carleigh DuBry Carol A. Johnson, Ed.D. Elizabeth Anderson

AGR Growth Report | Page 19

LOYALTY FUND FOR AGR The Loyalty Fund for AGR enables The Educational Foundation of Alpha Gamma Rho to provide programs for the National Fraternity including Scholarships, Recruitment Schools, Adviser Forums and more! By giving to the Loyalty Fund, you’re making a positive impact on the lives of your brothers in a wide variety of skills, creating campus and industry leaders. This record is determined by annual giving totals throughout the calendar year, January 1 - December 31, 2025.

FOUR PILLARS SOCIETY $5,000 OR MORE

Chi—Cal Poly

Delta—Purdue

Ramon Echeverria Tim M. Souza Donald A. De Jong

John C. Cottingham Keith A. Welty

Alpha Iota—Arkansas

David A. Maurer Jay J. Vroom

Alpha Zeta—Kansas State

Zeta—Cornell Kevin G. Bartolotta Eugene W. Schurman

Rex A. Martin

Delta—Purdue

James R. Garrison

Eta—Iowa State

James R. Carpenter

Alpha—Illinois

David R. Parker Gene L. Swackhamer Mitchell D. Eviston

Alpha Kappa— Tennessee-Knoxville

Epsilon—North Dakota State

Alpha Xi—Arizona State

Allan R. Johnson

James W. Davis

Eta—Iowa State Gregory P. Nickerson Michael J. Borel Robert L. Dittmer Kenneth D. Isley James C. Borel

Theta—Missouri James W. David

Iota—WisconsinMadison Jerry A. Steiner

Omicron—Kentucky

Peter G. Markovich

Alpha Sigma—Fresno State Michael J. Way

Alpha Phi—South Dakota State

Ernest W. Yates

Lambda—Minnesota

Alpha Psi—WisconsinRiver Falls

Adam E. Manwarren

Nu—North Carolina State Xi—Auburn

Gamma Alpha—Florida Southern

Thomas E. Russell

Arthur J. Jacques Arthur L. Hutson Dennis L. Slagell

Beta—Ohio State David R. Ames

Gamma—Penn State Richard S. Carpenter

Beta Zeta—Clemson Michael W. Freeman

William T. Boehm

Sigma—Washington State

Jerel W. Steckling

Preston A. Spencer

Dale R. Stith

W. T. Kuhfuss Cory A. Peter Edward J. Dollinger

Page 20 | AGR Growth Report

Larry F. Engelkemier

Alpha Psi—WisconsinRiver Falls

Glenn A. Stith

Alpha Rho—Vermont

Kappa—Nebraska

Omicron—Kentucky

1904 SOCIETY $1,904 - $4,999.99

Loren J. Kruse

Alpha Chi—Western Kentucky

Troy W. Johnson

Alpha—Illinois

Doyle W. Jacklin

Daniel O. Foor

Alpha Zeta—Kansas State

Pi—Oklahoma State

Malcolm M. Manners

GRAND PRESIDENT’S SOCIETY $1,000 - $1,903.99 Alpha—Illinois

Brian L. Field

Clifford E. Beatty John D. Foley John R. Reed

Phi—California-Davis

Beta—Ohio State

Dean W. Wheeler Gerald A. Rominger

Richard D. Ramseyer

Chi—Cal Poly

David R. Parker John A. Demerly Charles L. Whittington

Rho—Colorado State

George A. Borba

Delta—Purdue

Epsilon—North Dakota State

Nu—North Carolina State

Alpha Theta— Maryland

Philip Josephson Edward G. Whitman

Jack Brown Keith D. Bjerke

Charles H. Little Robert W. May

Charles E. Iager

Zeta—Cornell

Omicron—Kentucky

Alpha Pi—Arizona

Beta Alpha—Southern Illinois

F. R. Rayner

Gregory W. Webb

Donald A. Seipt Mark W. Creighton

Burgess J. Brown

Alpha Rho—Vermont

Beta Gamma— Wisconsin-Platteville

Eta—Iowa State

Gary C. Clark Kenneth E. Root

Charles P. Brown Arlen L. Wonderlich Timothy J. Heiller

Theta—Missouri Jackson L. Burke

Iota—WisconsinMadison Bernard L. Staller Charles G. Sattler Dale F. Emshoff Richard H. Daluge

Lambda—Minnesota Robert C. Schwert

Pi—Oklahoma State

Phi—California-Davis Kenneth C. McCorkle Brent A. McGowan

Donald J. McFeeters Erwin C. Clark

Alpha Sigma—Fresno State Lloyd J. Fagundes

Chi—Cal Poly

Alpha Tau—Western Illinois

David De Jong

Gerald E. Salzman

Omega—New Hampshire

Alpha Upsilon— Tennessee-Martin

Jonathan S. Kingsbury

M. D. Collier

Alpha Epsilon

Alpha Psi—WisconsinRiver Falls

Robert B. Bennett

Gayle R. Bacon

A list of this year’s loyalty fund donors of all levels is available at www.alphagammarho.org/loyalty-fund-recognition.

Duane A. Schaefer Michael B. Sands

Beta Delta—Illinois State Bruce L. Attig

Beta Eta—Virginia Tech Jay S. Poole

Beta Kappa—Chico State Lee E. Cole

Friend of AGR Bonnie Williams Robert Briggs

SCAN TO DONATE NOW!

AGR Growth Report | Page 21

LIFETIME GIVING LEVELS Lifetime Giving Levels include all cash payments and estate gifts that support the Mission of YOUR Educational Foundation for the Alpha Gamma Rho Fraternity. A comprehensive list of all giving levels is available at www.alphagammarho.org/lifetime-giving-recognition.

FOUNDER’S CIRCLE $1,000,000 OR MORE

Alpha Psi—WisconsinRiver Falls

Andrew Boerman Ejnar Knudsen (X)

Rho—Colorado State

Alpha—Illinois

William Boehm

Eta—Iowa State

Steven Gerdes

Friend of AGR

Zeta—Cornell

Cathie Lemon

Kevin Bartolotta Kenneth Isley

ORDER OF THE HARVEST $100,000 - $499,999

William Sayre David Van Wert Robert Vasko Michael Borel Sigmund Cornelius James Borel

Sigma—Washington State

Omicron—Kentucky

Alpha—Illinois

Theta—Missouri

Arthur Jacques N. Mitchell

Jay Vroom David Schick Lee Morgan David Maurer Lyle Orwig

Zane Akins Stephen Barr Stephen Ellis Bradley Starbuck

Chi—Cal Poly

Beta—Ohio State

Eta—Iowa State

Glenn Stith

Pi—Oklahoma State

Donald De Jong

ORDER OF THE BROTHERHOOD $500,000 - $999,999 Alpha—Illinois Philip Francis

Beta—Ohio State R. Kirby Barrick

Delta—Purdue Michael Jackson

Epsilon—North Dakota State Allan Johnson

Sigma—Washington State Doyle Jacklin

Page 22 | AGR Growth Report

Richard Bere Thomas Timmer James Berg Robert McClelland

Gamma—Penn State Ronald Dinus

Delta—Purdue Byram Dickes Gene Swackhamer Joseph Coffey Ted Priebe Steven Newcom Douglas Eckrote

Epsilon—North Dakota State Thomas Gates David Sunderland

Zeta—Cornell Douglas Adams Gregory Wickham

Iota—WisconsinMadison Bill Hantke Jerry Steiner

Kappa—Nebraska Ronald Grapes William Schilling

Nu—North Carolina State Samuel Davis Tyler Warren

Omicron—Kentucky Burgess Brown David Case Scott Brown Leslie Stith

Pi—Oklahoma State Lee Larkin Gary Clark Douglas Jackson Bradley Gungoll Scott Sewell

Brian Field

Kenneth Hinshaw

Phi—California-Davis Jeremy Turner Gerald Rominger

Chi—Cal Poly Stanley Van Vleck George Borba Ricardo Echeverria

Alpha Beta—Oregon State Richard Ladd

Alpha Gamma—Florida John Douthat N. Brooks William Lester Edward Smoak Dean Saunders

Alpha Delta—Montana State James Keltner

Alpha Zeta—Kansas State Nelson Galle Ben Brent Randall Stoecker Loren Kruse Douglas Weyer Samuel Hands Michael Smith John Niemann Aaron McKee

Alpha Iota—Arkansas

Delta—Purdue

James Mitchell

John Ferris Joseph Hasler Richard Belcher Sanford Belden Thomas Davis John Cottingham David Parker Mitchell Eviston James Davis

Alpha Sigma—Fresno State Michael Way

Alpha Tau—Western Illinois Larry Lepper

Alpha Phi—South Dakota State Troy Johnson Bradley Freking

Alpha Chi—Western Kentucky

Epsilon—North Dakota State Jack Brown Gregory Halverson Corey Martin

Jack Britt

Zeta—Cornell

Alpha Psi—WisconsinRiver Falls

Andrew White Neil Rejman

Philip Josephson David Kilpatrick

Friend of AGR Doyle & Debbie Carlton Teri Zuck Norberta Modliszewski

ORDER OF THE SHIELD $50,000 - $99,999 Alpha—Illinois Larry Gerdes W. Kuhfuss Gerald Gehlbach James Ross Edward Dollinger

Eta—Iowa State Gregory Nickerson Timothy Heiller

Theta—Missouri Robert Wheeler Phillip Brown Daniel Prosser

Iota—WisconsinMadison James Zarndt

Lambda—Minnesota Adam Manwarren Leland Sundet

Nu—North Carolina State

Beta—Ohio State

Allen Matthews

William Richards David Ames

Omicron—Kentucky

Gamma—Penn State Richard Carpenter John Shearer William Yerkes

George Duncan Russell Gray

Pi—Oklahoma State James Sigmon Joe Hinz

K. Sizelove Arthur Hutson Terry Hague Paul Schulte Jeffrey Bode Dennis Slagell Paul Yauk Raymond Beck

Sigma—Washington State Duane Jacklin

Chi—Cal Poly

Bill New Robert Broeckelman Keith Heikes Keith Westervelt Michael Doane Casey Niemann Jerrod Westfahl Kenneth Kalb R. Foote

Alpha Theta— Maryland Paul Weller

Ole Meland

Alpha Iota—Arkansas

Alpha Beta—Oregon State

Rex Martin Russell Black John Pendergrass

Gary Nuss Skye Krebs

Alpha Gamma—Florida Ernest Sellers Elder Sumner Dale Zimmerman Barry Bustillo Reginald Brown Evander Conoley Jefferson Miller Timothy Garman Paul Myers

Alpha Kappa— Tennessee-Knoxville John Tarpley Donald Smith

Alpha Lambda—New Mexico State Tyler DuBry

Alpha Nu—Connecticut Clifford Bampton

Alpha Rho—Vermont

Alpha Delta—Montana State

Donald McFeeters James Carpenter

Clifford Dougherty James Driscoll Kenneth Walsh

Alpha Tau—Western Illinois

Alpha Zeta—Kansas State Bradley Foote Chad Chase Todd Johnson Warren Nichols Wallace Wolf Dale Rodman Steve Burgess

Phillip Nichols Gerald Salzman Leonard Whipps Robert Woodrow

Alpha Psi—WisconsinRiver Falls Jon Wangen

AGR Growth Report | Page 23

LIFETIME GIVING LEVELS (CONTINUED) Beta Delta—Illinois State Donald Bumphrey

Beta Eta—Virginia Tech Jay Poole

Friend of AGR Lillian Fobes F. Jean Rehn Miller Couse Elizabeth Anderson

ORDER OF THE SHEAF $25,000 - $49,999 Alpha—Illinois Stanley Foley Ross Peter L. Gene Lemon Wilbur Nelson Mark Gossett David Hollinrake

Beta—Ohio State

Delta—Purdue Mark McKinney Leo Mann Richard Feltner Leo Scheetz Bruce Brown Gerald Nickel Keith Welty John Burkhardt John Demerly

Epsilon—North Dakota State Keith Bjerke William Harbeke Dale Carpentier Roger Kenner Ray York Peter Shockman Randall Aarestad David Vipond Randy Reber John Anderson Michael Vipond Allen Giese

John Woodward Larry Warren Gary Frazier Jerome Graeser James McRoberts David Minnick Richard Maltsbarger

Iota—WisconsinMadison Robert Miller Randall Torgerson Robert Kalter Clifford Gnatzig Bernard Staller Karl Drye John Cull Richard Daluge

Kappa—Nebraska Larry Engelkemier

Nu—North Carolina State Robert May Raymond Collier

C. Swank Walter Fishburn Hugh Wilson J. Stewart McCoy Dwight Steen Daryl Deering Joseph Crites Dwight Radcliff Todd Pugh

Zeta—Cornell

Omicron—Kentucky

David Galton Charles Saul William Lipinski William Baskin Jack Gallagher Ronald Pope Timothy Dayka

Jack McHargue Bernard Peterson

Chi—Cal Poly

Wayne Tyler Frederic Bahrenburg Arlen Wonderlich Robert Dittmer Charles Brown

John Moons David De Jong Tim Souza

Gamma—Penn State Jon Schroer Brian Sarris

Page 24 | AGR Growth Report

Eta—Iowa State

Theta—Missouri Lowell Mohler Paul Steele

Pi—Oklahoma State Abner Lemert William Thomas Rodney Orrell Kim Ford Ladd Hudgins Terry Tippens Kenneth Root Richard Wuerflein C. James Bode Kent Prickett Gregory Shepherd Spencer Sewell David Epperly Gordon Elsener

Randy Grellner Benjamin Bradshaw Daniel Grellner Robert Hodgen Javen Moore

Tau—Michigan State Frederick Addy William Graves John Welser

Phi—California-Davis Orville Thompson Albert Boyce

Chi—Cal Poly Brett Hedrick

Alpha Beta—Oregon State William Case Jan Wepster V. Kent Searles Craig Ward Martin Belshe

Alpha Gamma—Florida John Bailey Sidney Banack John Norris Henry Raattama William McLean Peter Marovich John Hooker James Clinard Charles Clemons Randall Hanna Conrad Varnum David Duda John Polhill Tim Yaeger Clayton Archey

Alpha Delta—Montana State Donald Sanders

Ronald Ramsfield Taylor Brown Lyle Hodgskiss James Holzer

Brian Markwell Laurence Jost

Alpha Epsilon— Louisiana State

Jeffrey Warner

Glenn Bryant

Alpha Zeta—Kansas State Steven Slusher Robert Moore Edwin Kerley Michael Torrey Curtis Steenbock Roger McClellan Tim Rosenhagen James Garrison

Alpha Sigma—Fresno State Gary Nelson Ian Burnett

Alpha Iota—Arkansas

Alpha Tau—Western Illinois Alpha Upsilon— Tennessee-Martin Robert Earnest

Alpha Phi—South Dakota State Clark Moeckly Tommy Thompson Calvin Willemssen Randall Nelson Dennis Serie Gary Schultz James Feller Dorn Severtson Michael Sukalski

Alpha Chi—Western Kentucky Ernest Yates

James Atkinson Joe Rodman James McCoy Rodney Baker Greg Satterfield Marcus Waldrip Danny Hudgens

Alpha Psi—WisconsinRiver Falls

Alpha Kappa— Tennessee-Knoxville

Gregory Webb

Tracey Binkley Peter Markovich Thomas White

Alpha Nu—Connecticut George Staby

Dayton Hougaard James Van Wychen

Beta Alpha—Southern Illinois Beta Gamma— Wisconsin-Platteville Scott Laufenberg

Beta Zeta—Clemson Michael Freeman

Alpha Pi—Arizona

Beta Eta—Virginia Tech

Len Richardson

C. Gordon Thornhill

Alpha Rho—Vermont

Friend of AGR

Erwin Clark

Elise Donohue

Andrew Ansted Barbara Ansted Carol Johnson, Ed.D. C. Emily Rodibaugh Ann Christian Frances Slagle Gregory Oehrtman Natalie & JR Thomas Lee Townsend John Pfaff

Hal Bowman Douglas Wilhelm Donald Orr Richard Angle Max Rodibaugh Doug Griffin Kirt Ramsay Joseph Horstman

ORDER OF THE SICKLE $15,000 - $24,999

Myron Johnsrud Frederick Haas Carl Larson Michael Anderson Russell Johnson James Hauge William Finley James Mostad Randall Mauch Thomas Lilja

Alpha—Illinois Morris Smith David Ruebush Jack Widholm Joseph Bicknell Brett Bayston James Zumwalt Cory Peter

Beta—Ohio State Tommy Denison Francis Hirsch Peter Bowen Jac Dill Myron Smith Timothy Geiger Derek Cunningham Michael Estadt John Stair

Gamma—Penn State Daniel Swope Dwight Edwards James Valent Matthew Keil

Delta—Purdue Marko Zaninovich Bruce Buchanan Russell Hardin Wayne Beehler

Epsilon—North Dakota State

Zeta—Cornell David Porter Edgar Savidge Mark Creighton Eugene Schurman J. Holloway John Noble John Mueller Brian Rapp

Eta—Iowa State Steven Hanson Bruce Rastetter Wayne Fredericks James Howe Bret Carter Chad Dummermuth

Theta—Missouri Lowell Newsom Matthew Renkoski Donald Cupps Lynn Fahrmeier AGR Growth Report | Page 25

LIFETIME GIVING LEVELS (CONTINUED) Iota—WisconsinMadison Jerome Wallander Samuel Miller Scott Kurzer Robert Schwert

Kappa—Nebraska Richard Wahlstrom Robert Raun Charles Trauger

Lambda—Minnesota

Phi—California-Davis George Tibbitts Dean Wheeler John Kidd Thomas Watson Donald Brock William Carriere

Chi—Cal Poly Paul Wenger Ramon Echeverria Paul Weubbe

Thomas Evans LeRoy Luft Stephen Wagner Karl Ratzburg William Perry Edward Malesich Bret Lesh

Alpha Epsilon— Louisiana State Ricky Guidry Myron Rabalais

Neil Fruechte Elden Lamprecht

Omega—New Hampshire

Alpha Zeta—Kansas State

Nu—North Carolina State

Everett Ryan

Forest Brookover Virgil Lair Donald Griffiths Thomas Miller Jon Isch Larry Stuckey Larry Jones Brian Pelton David Oswalt Matthew Urbanek

Robert Hill

Omicron—Kentucky John Woeste R. Thomas Waldrop Paul Hupman

Pi—Oklahoma State Frank Miller Jack Stuteville James Buck Don Kirby Michael Hardin William Elliott Robbye Jones Roy Heinrich Richard Grellner Dale Kunneman Clay Hutson

Sigma—Washington State Nickolas Hein

Tau—Michigan State Daniel Peabody William Hellegas

Alpha Alpha—West Virginia William Black Clark McKee

Alpha Beta—Oregon State Bruce McKee

Alpha Gamma—Florida William Steube Jamie Hayes Paul Mott J. Wayne Beardsley Charles Thomas Michael Pressley Michael Shiver Roy Lundy Brian Beasley Jack Townsend Martin McKenna David Mann John Smoak Derick Thomas Paul Willis

Alpha Theta— Maryland

Alpha Delta—Montana State

Alpha Pi—Arizona

Harold Tutvedt Eugene Thayer Page 26 | AGR Growth Report

James Moxley Charles Iager Richard Jackson

Alpha Iota—Arkansas John Looney James Marrs Frank Carter James Burton Paul Shaver Alan Fortenberry

Alpha Nu—Connecticut William Leahey Martin Massengale Robert Briggs F. Rayner Kelly Keithly

Alpha Rho—Vermont Hall Thompson

Alpha Sigma—Fresno State Paul Toste

Alpha Tau—Western Illinois Louis Blank Sidney Kemmis Wayne Willems Darcy Kessler

Alpha Phi—South Dakota State John Borchers Garry Grorud Lee Leiferman Leonard Dankey Keith Goehring Wayne Williamson Patrick Hennen

Alpha Chi—Western Kentucky Orville Dotson

Alpha Psi—WisconsinRiver Falls Steven Bensend Robert Hintz Carl Schaumberg Harland Schneider Joseph Waldo Wayne Weiland Edward Whitman Dennis Tauchen

Alpha Omega—Murray State Arthur Green

Beta Zeta—Clemson Chalmers Carr

Beta Eta—Virginia Tech Ronald Green

Beta Theta—Middle Tenn State Jason Searles

Beta Kappa—Chico State Lee Cole

Beta Nu—Texas A&M William Lagrange

Beta Tau—Mississippi State Bradley Garrison

Friend of AGR June Schrupp Barbara Wolfe Christine Martindale Ricky McNelley Charles Galloway Barbara Ross

ORDER OF THE LAMP $10,000 - $14,999 Alpha—Illinois Robert Pritchard William Dimond Clifford Beatty Ronald Ness Vincent Reincke

Gamma—Penn State William Nichol Robert Roulston Richard Dempster Louis Galliker Glenn Moyer Carl Anderson Thomas Olliver

Delta—Purdue Anthony Booher Walter Waitt Max Evans Ross Lawrence Donald Wright J. Michael Scheetz Jim Schoon David Voris Charles Whittington John Nigh Stephen Craig Dan Strahl Dwain Cottingham Brian Wise Thomas McKinney James Stewart Mark Durr Wade Wiley Eric Farrand Rick Senesac

Beta—Ohio State

Epsilon—North Dakota State

William Stinson George Ruff Jack Spitler Joe Mesenburg Sidney Beddow William Langel Charles Cunnigan Michael Bumgarner David Grim Dale Krukemyer Donald Lamb Gregory Flax Nathan Louiso

Gregory Goodman Andy Moquist Lyle Moe Gary Gibbons Merrill Johnson Joseph Ruliffson Lester Amundson Donald Schwartz Curtis Nelson Neal Bjornson Howard Schmid Gerald Puppe Clinton Kurtz

Marvin Maas Myron Senechal Bernard Goodman Joseph Bata Mark Sletten Mark Vipond Darby Bauer Anthony Larson Jared Hagert Jarvis York Jason Wildung

Zeta—Cornell Walter Henry Philip Davis John Adams David Call Ronald Beck Sheldon Brown David Alexander David Tregaskis Donald Seipt Stephen Riessen Michael Nolan Timothy Bostley William Wickham Steven Call Steven Chuhta Douglas DeGroff

Eta—Iowa State Scott Flynn Daniel Foor Dan Johnson Grant Harris Ed Lidvall David DeGraff Marvin Walter Gary Butson Roger Mahr

William Williams James Edwards Rado Popp Douglas Thomas

Iota—WisconsinMadison Dale Bruhn Irvin Sather Paul Hagen James Caldwell John Wilks Paul Hartman Allan Schultz Dale Emshoff Robert Hagenow Scott Vosters

Kappa—Nebraska Hal Cooper Doyle Kauk James Cada Larry Holbein Gregory Mullins

Lambda—Minnesota Clarence Horsager Myron Tank

Nu—North Carolina State Guy Jones Bolton Jones Robert Goins Carl Flemer

Xi—Auburn Thomas Russell

Omicron—Kentucky William Miller

Theta—Missouri Robert Hertzog Curtis Long William Dunn Sidney Johnson AGR Growth Report | Page 27

LIFETIME GIVING LEVELS (CONTINUED) Pi—Oklahoma State Benjamin Mungle Charles Freeman Lynn Reinschmiedt Jerry White Michael Frickenschmidt Teddy Miller Charles Elliott Bryan Mannering Charles Jacques Dennis Christie Jeffrey Kubik Paul Burrell Jeff Morris Bradley Johnson Brady Sidwell Matthew Panach Ryan Trojan John Crawford Greg Gungoll

Rho—Colorado State Roy Wardell Jay Wardell Charles Mason

Sigma—Washington State William Heinemann Robert Felton Steven Swannack

Tau—Michigan State David Willetts Rodney Winkel

Phi—California-Davis Andrew Kennedy Max Herzog Wayne Bartholomew Gary Cusumano Kenneth McCorkle Peter Miroyan Scott Cowan Brett Tank Page 28 | AGR Growth Report

William Gregory Mark Figone Rodney Nishikawa

Chi—Cal Poly John DeRuiter Jeffrey Sanders

Psi—Maine Lee Meserve

Alpha Alpha—West Virginia John Rotruck

Alpha Beta—Oregon State Charles McElligott Vincent McElligott

Alpha Gamma—Florida Tim McDuffie Eugene Badger Paul Koukos Robert Davis Larry Mack Charles Miller Richard Stratton William Davis Bryan Putnal Wayne Simmons Wilton Banack Jeffrey Cusson John Hoblick Joel Phillips Roger Ward Jeffrey Sumner Douglas Purvis Jimmy Cheek Michael Sumner James Clinard John Williamson Philip Visali

Alpha Delta—Montana State Bryan Ratzburg Boyd Hardy Bruce Ellis Donald Herzog William Krutzfeldt Vernon Luft Donald Becker Robert Tronstad James Peterson Thomas Dedman Shane Lester John Holden Todd Tibbetts Steven Moodie Phillip Moodie

Alpha Iota—Arkansas J. Kirk Thompson Charles Council Steven Williams Jerry Burkett Thomas Hart

Alpha Kappa— Tennessee-Knoxville Donald Williams

Alpha Lambda—New Mexico State Paul Gutierrez

Alpha Mu—Rutgers Michael Mekenian

Alpha Nu—Connecticut

Alpha Epsilon— Louisiana State

David Bennett Richard Hevey

Reid McLellan

Alpha Xi—Arizona State

Alpha Zeta—Kansas State Justin Hagedorn Ronald Hirst Kenneth Buchele W. Johnson Robert Ames Charles Cole Mike Schmitt Darrell Cardell Jay Selanders Brent Wiedeman Michael Guetterman

Alpha Eta—Georgia James Irvin

Alpha Theta— Maryland Harry Gottwals James DeShazer

Craig Anderson

Alpha Tau—Western Illinois Monty Teuscher Steven Greenfield Steven Ramp Mark Howard

Alpha Phi—South Dakota State William Smith James Randall Paul Smith Kent Frerichs Steven Tofteland Max Williams Gary Overgaard James Girard Monte Mason Bruce Bot Stephen Rezac Todd Heine Benjamin Ludeman

Alpha Chi—Western Kentucky

Beta Sigma—Tarleton State

David Buckingham James Stewart

Michael Keith Cody Lane

Alpha Psi—WisconsinRiver Falls

Beta Phi—Idaho

Gary Sackmann Thomas Morris William Kelly Lee Born Jerel Steckling Kenneth Congdon Dennis Gehler Robert MacSwain Philip George

Alpha Omega—Murray State Thomas Cude

Philip Kaufman Dustin Winston

Friend of AGR Elaine Crooke Scott & Debbie Winters Jim & Anita Trojan Gayle Clifford Polly Johns Susan Johnson David Krenzer Carleigh DuBry Bill Perry Mark Waldecker

Beta Alpha—Southern Illinois Alan Osterlund

Beta Gamma— Wisconsin-Platteville Michael Sands Duane Schaefer Michael North

Beta Delta—Illinois State Bruce Attig

Beta Zeta—Clemson Edwin Rish Ellie Green Thad Boatwright

Beta Theta—Middle Tenn State Wesley Merrill

Beta Lambda—Texas A&M-Commerce Ben Scholz AGR Growth Report | Page 29

Page 30 | AGR Growth Report

LEADING THE WAY BUILDING A STRONGER FUTURE

Through the support of donors and alumni, the Educational Foundation of Alpha Gamma Rho continues to invest in tomorrow’s leaders—equipping them with the knowledge, experience, and values to lead with purpose and leave a lasting impact on agriculture and beyond.

EXPERIENCE You join. You learn. You belong.

GIVE

SUPPORT

You give back through your time, talent, and financial support.

Your support strengthens our brothers and our mission.

REPEAT The cycle continues for the next generation. And the next.

GROW We grow stronger together.

THRIVE IMPACT We make a lasting impact on campus, our communities, and the world.

Our brothers thrive in leadership, academics, and character.

AGR Growth Report | Page 31

FUND REPORT Fund advisory reports are provided quarterly to update brothers and friends of Alpha Gamma Rho on the existence, maintenance and performance of endowments and other funds internally managed by The Educational Foundation of Alpha Gamma Rho.

ENDOWMENT FUNDS Below is a list of current endowments, which are provided in an effort to maintain transparency. These funds are intended to continue in perpetuity, with the spendable balance allocated and dispersed from the specified annual amount stated in the fund agreement. Please note that fund names may vary and may be truncated for accommodation in accounting reports. Fund Balance 7/1/2024

Fund Name

Investment Gain/Loss

Admin Fees

Receipts

Fund Balance 6/30/2025

Disbursements

Spendable Funds 6/30/2025

Note - Opening balances may differ slightly from last year’s Growth Report due to audit adjustments finalized after that report was published.

Ag Econ/Ag Bus Fund

53,900

5,792

(569) $

1,000

60,123

12,461

Ag&Rural Policy Intern Fund

122,668

20,410

(3,393)

72,184

211,870

(13,860)

AGRconnect

842,969

85,377

(8,090)

(34,000)

886,256

3,039

Alan Fisk Fund

45,649

4,712

(446)

(1,000)

48,915

9,011

Alpha Alpha Scholarship Fund

50,688

5,399

(522)

475

56,040

14,841

Alpha Chi Educ & Ldrs Alpha Delta Fund

1,633

172

(16)

1,789

106

106,732

12,106

(1,420)

13,500

(5,250)

125,668

11,075

Alpha Endowment Fund

478,241

51,298

(6,041)

20,000

65,891

609,388

50,232

Alpha Epsilon Diversity Fund

111,785

10,676

(1,012)

(10,625)

110,824

(1,364)

2,318

(672)

22,417

24,063

Alpha Epsilon Fund

Alpha Epsilon Scholar Variable

289,885

29,556

(2,928)

6,287

(16,000)

306,800

4,446

Alpha Eta Fund

45,390

4,790

(454)

49,726

11,516

Alpha Iota Fund

182

(187)

Alpha Lambda Fund

16,822

2,861

(483)

10,500

29,700

Alpha Phi Fund

57,616

7,083

(867)

9,694

73,526

9,967

Alpha Pi Fund

19,226

2,029

(192)

21,063

4,248

Alpha Psi Scholar Variable Alpha Psi Fund

3,809

517

(150)

5,000

5,367

110,362

11,753

(1,315)

9,924

(8,726)

121,998

11,370

Alpha Rho Fund

99,954

10,014

(1,020)

3,500

(8,500)

103,947

1,025

Alpha Sigma Endow Fund

141,811

14,544

(1,378)

(4,000)

150,977

8,291

Alpha Tau Scholarship Fund

117,115

13,395

(1,471)

10,010

139,049

25,143

9,849

934

(88)

(1,000)

9,695

716

Alpha Theta Fund

3,114

329

(31)

3,411

689

Alpha Zeta Scholarship Fund

Alpha Upsilon Fund

259,388

30,746

(3,742)

41,000

(8,230)

319,162

4,564

Barrick Adviser Fund

207,723

20,887

(1,979)

(9,810)

216,821

41,208

Barrick Scholarship Fund

100,002

10,343

(980)

(2,000)

107,365

6,401

Beta Alpha Scholarship Fund

57,571

5,911

(569)

450

(2,000)

61,364

1,839

Beta Epsilon Fund

6,335

669

(63)

6,940

1,200

Beta Eta Fund

63,963

6,357

(526)

(3,808)

65,986

11,202

Beta Gamma Scholarship Fd

100,163

9,926

(894)

(2,308)

(3,850)

103,037

126

Beta Kappa Scholarship Fund

52,163

5,505

(522)

57,147

15,063

221

(2)

242

Beta Omega Fund

Beta Nu Fund

18,317

1,954

(189)

200

20,282

Page 32 | AGR Growth Report

3,757

Beta Phi Fund

55,155

5,821

(552)

60,424

8,121

Beta Psi Fund

8,698

918

(87)

9,529

1,962

Beta Sigma Fund

33,104

3,494

(331)

36,266

7,209

Alpha Upsilon Fund

3,114

329

(31)

3,411

689

Alpha Zeta Scholarship Fund

259,388

30,746

(3,742)

41,000

(8,230)

319,162

4,564

Barrick Adviser Fund

207,723

20,887

(1,979)

(9,810)

216,821

41,208

Barrick Scholarship Fund

100,002

10,343

(980)

(2,000)

107,365

6,401

Beta Alpha Scholarship Fund

57,571

5,911

(569)

450

(2,000)

61,364

1,839

6,335 Fund Balance 63,963 7/1/2024 100,163

669 Investment 6,357 Gain/Loss 9,926

(63) Admin (526) Fees(894)

6,940 Fund Balance 65,986 6/30/2025 103,037

1,200 Spendable Funds 11,202 6/30/2025 126

Note balances may differ last year’s Growth 5,505 Report due to audit (522) adjustments finalized - after that report -was published.57,147 Beta- Opening Kappa Scholarship Fundslightly from52,163

15,063

Beta Epsilon Fund Beta Eta Fund Fund Name Beta Gamma Scholarship Fd

Beta Nu Fund 221 Ag Econ/Ag Bus Fund $ 53,900 Beta Omega Fund 18,317 Ag&Rural Policy Intern Fund 122,668 Beta Phi Fund 55,155 AGRconnect 842,969 Beta Psi Fund 8,698 Alan Fisk Fund 45,649 Beta Sigma Fund 33,104 Alpha Alpha Scholarship Fund 50,688 Beta Xi Fund 95,668 Alpha Chi Educ & Ldrs 1,633 Bill Sallee Memorial Fund 27,063 Alpha Delta Fund 106,732 BJ and Elsa Brown Fund 169,156 Alpha Endowment Fund 478,241 Fund Bob Clinkscales Fund 58,763 Alpha Epsilon Diversity Fund 111,785 Boone Ross LaGrange Endowment Balance Fund 16,584 Alpha Epsilon Fund Scholar Name Variable 7/1/2024Borel Leadership Devel Eta Fund Alpha Epsilon Fund 289,885 C. Claybrook Endowment 27,729 Alpha Eta Fund 45,390 Chase McNelley/B. Theta 53,403 Alpha Iota Fund 182 Chi Fund 63,672 Alpha Lambda Fund 16,822 D. Valstad Memorial Fund 40,988 Alpha Phi Fund 57,616 Danny Thomas Memorial Fund 30,567 Alpha Pi Fund 19,226 David & Dorothy Case Fund 31,200 Alpha Psi Scholar Variable Delta Chpt Endowment Fund 225,165 Alpha Psi Fund 110,362 Delta Class of '56 Fund 152,819 Alpha Rho Fund 99,954 Doug Weyer Scholarship 24,796 Alpha Sigma Endow Fund 141,811 Dr. Lee Townsend Mem Schol 28,193 Alpha Tau Scholarship Fund 117,115 Dumond Mem Fd - Cornell 57,381 Alpha Theta Fund 9,849 Epsilon Memorial Fund 8,092 Alpha Upsilon Fund 3,114 Epsilon Scholarship Fund 50,280 Alpha Zeta Scholarship Fund 259,388 Eta Fund 94,549 Barrick Adviser Fund 207,723 Florida Fund (A. Gamma) 294,998 Barrick Scholarship Fund 100,002 Fred Addy Scholarship Fund 62,842 Beta Alpha Scholarship Fund 57,571 Gamma Alpha Fund 38,143 Beta Epsilon Fund 6,335 Gamma Fund 80,305 Beta Eta Fund 63,963 552,802 * Gene Lemon Leadership Fund Beta Gamma Scholarship Fd 100,163 George A. Duncan Scholar Fund Beta Kappa Scholarship Fund 52,163 Gilliand Family Fund 28,198 Beta Nu Fund 221 Harold Olson Fund 30,813 Beta Omega Fund 18,317 Herbert Brown Memorial Fund 136,721 Beta Phi Fund 55,155 Iota Fund 43,995 Beta Psi Fund 8,698 J Wayne Rehn Scholarship Fd 94,049 Beta Sigma Fund 33,104 J. Britt Engage & Comm Fund 30,118 Beta Xi Fund 95,668 J. W. Cole (A. Kappa) Fund 38,765 Bill Sallee Memorial Fund 27,063 James Modliszewski Fund 153,172 BJ and Elsa Brown Fund 169,156 John L. Duda Fund 31,043 Bob Clinkscales Fund 58,763 Kappa Commitment Fund 7,649 Boone Ross LaGrange Endowment Fund 16,584 Kappa Fund 31,590 Borel Leadership Devel Eta Fund Lambda Fund 24,798 Lander Scholarship

161,900

(3,808) Receipts (2,308) Disbursements (3,850)

23 (2) 242 $ 5,792 $ (569) $ 1,000 $ $ 60,123 $ 12,461 1,954 (189) 200 20,282 3,757 20,410 (3,393) 72,184 211,870 (13,860) 5,821 (552) 60,424 8,121 85,377 (8,090) (34,000) 886,256 3,039 918 (87) 9,529 1,962 4,712 (446) (1,000) 48,915 9,011 3,494 (331) 36,266 7,209 5,399 (522) 475 56,040 14,841 10,097 (957) 104,808 9,991 172 (16) 1,789 106 2,751 (261) (1,000) 28,553 3,044 12,106 (1,420) 13,500 (5,250) 125,668 11,075 17,852 (1,692) 185,316 2,010 51,298 (6,041) 20,000 65,891 609,388 50,232 Fund 6,202 (588) 64,376 Spendable 5,224 10,676 (1,012) (10,625) 110,824 (1,364) Investment Admin Balance Funds 1,750 (166) 18,168 342 2,318 22,417 Disbursements 24,063 6/30/2025 Gain/Loss Fees(672) Receipts 6/30/2025 5,277 (500) 50,000 54,777 29,556 (2,928) 6,287 (16,000) 306,800 4,446 2,768 (262) (1,500) 28,735 (994) 4,790 (454) 49,726 11,516 5,425 (514) (2,000) 56,314 10,823 5 (187) 0 6,720 (637) 69,755 13,228 2,861 (483) 10,500 29,700 3,809 4,163 (410) 727 (2,250) 43,219 114 7,083 (867) 9,694 73,526 9,967 3,743 (456) 5,000 38,854 3,474 2,029 (192) 21,063 4,248 3,293 (312) 34,181 702 517 (150) 5,000 5,367 23,815 (2,267) 500 247,213 66,636 11,753 (1,315) 9,924 (8,726) 121,998 11,370 15,970 (1,513) (1,500) 165,776 23,387 10,014 (1,020) 3,500 (8,500) 103,947 1,025 1,714 (244) 12,200 (20,670) 17,796 14,544 (1,378) (4,000) 150,977 8,291 2,975 (282) 30,886 294 13,395 (1,471) 10,010 139,049 25,143 6,056 (574) 62,863 17,309 934 (88) (1,000) 9,695 716 947 (108) 900 9,831 359 329 (31) 3,411 689 5,449 (567) 2,500 (1,100) 56,562 1,591 30,746 (3,742) 41,000 (8,230) 319,162 4,564 8,588 (1,789) (1,704) (10,500) 89,144 4,143 20,887 (1,979) (9,810) 216,821 41,208 30,243 (2,866) (8,442) 313,932 57,452 10,343 (980) (2,000) 107,365 6,401 6,632 (628) 68,847 10,218 5,911 (569) 450 (2,000) 61,364 1,839 4,026 (381) 41,787 6,362 669 (63) 6,940 1,200 7,705 (730) (7,296) 79,984 5,116 6,357 (526) (3,808) 65,986 11,202 66,483 (8,344) 101,183 (22,000) 690,125 (823) 9,926 (894) (2,308) (3,850) 103,037 126 2,068 (600) 20,000 21,468 5,505 (522) 57,147 15,063 2,978 (259) (30,917) 23 (2) 242 3,199 (303) (500) 33,209 4,056 1,954 (189) 200 20,282 3,757 14,007 (1,327) (4,000) 145,401 8,497 5,821 (552) 60,424 8,121 4,188 (328) (3,383) (1,000) 43,471 2,731 918 (87) 9,529 1,962 9,820 (930) (1,000) 101,939 12,566 3,494 (331) 36,266 7,209 2,956 (280) (2,106) 30,688 1,884 10,097 (957) 104,808 9,991 3,828 (363) 6 (2,500) 39,735 (1,586) 2,751 (261) (1,000) 28,553 3,044 15,954 (1,512) (2,000) 165,614 29,179 17,852 (1,692) 185,316 2,010 3,276 (310) 34,009 3,429 6,202 (588) 64,376 5,224 (206) (10) (570) (9,000) (2,137) (8,917) 1,750 (166) 18,168 342 3,387 (321) 2,000 (1,500) 35,156 4,710 5,277 (500) 50,000 54,777 2,617 (248) 27,167 5,682 16,770

(1,589)

(3,000)

174,081

30,251

Lindley Finch Memorial Fund

38,606

3,969

(376)

(1,000)

41,199

5,133

M A. Olson Scholarship Fund

28,306

2,882

(273)

(1,000)

29,915

5,053

27,372

Mia Love McHargue Scholarship Fund

2,637

(765)

25,500

M Smith Entrepreneurs End

51,543

5,229

(495)

(2,000)

54,276

2,715

Marie Coe Housemom Fund

44,661

4,713

(447)

48,927

9,988

Meland Housemother Fund

65,007

6,861

(650)

71,218

16,450

Newcom Delta Diversity Fund

124,080

12,884

(1,221)

(2,000)

133,743

26,590

Nu Scholarship Fund

88,745

9,155

(867)

(2,000)

95,033

9,325

Nutmeg Alumni Educational Fund

8,389

7,690

(2,079)

66,830

(1,000)

79,831

(1,968)

AGR Growth Report | Page 33

J Wayne Rehn Scholarship Fd

94,049

9,820

(930)

(1,000)

101,939

12,566

J. Britt Engage & Comm Fund

30,118

2,956

(280)

(2,106)

30,688

1,884

J. W. Cole (A. Kappa) Fund

38,765

3,828

(363)

James Modliszewski Fund

153,172

15,954

(1,512)

John L. Duda Fund

31,043

3,276

(310)

(206)

(10)

3,387

(321)

2,000

FUND REPORT (CONTINUED) Kappa Commitment Fund 7,649 Kappa Fund

31,590

(2,500)

39,735

(1,586)

(2,000)

165,614

29,179

34,009

3,429

(570)

(9,000)

(2,137)

(8,917)

(1,500)

35,156

4,710

Lambda Fund

24,798

2,617

(248)

27,167

5,682

Lander Scholarship

161,900

16,770

(1,589)

(3,000)

174,081

30,251

Lindley Finch Memorial Fund 38,606 Fund Balance M A. Olson Scholarship Fund 28,306 Name Scholarship Fund 7/1/2024 Mia LoveFund McHargue -

3,969 Investment 2,882 Gain/Loss 2,637

(376) Admin (273) Fees(765)

(1,000)

41,199 Fund Balance 29,915 6/30/2025 27,372

5,133 Spendable Funds 5,053 6/30/2025

5,229 3,814 4,713 4,908 6,861 1,055

(495) (371) (447) (412) (650) (306)

54,276 39,588 48,927 71,218 10,949

2,715 1,897 9,988 16,450 -

M Smith Entrepreneurs Peery Johnston Fund End Marie Coe Housemom Fund Peter Family Endowment Fund Meland Fund PetersonHousemother Omicron Scholarship

51,543 36,645 44,661 41,451

65,007 Newcom Delta Diversity Fund 124,080 Phi Fund 670,543 Fund& Vol Dev Fd 268,538 88,745 PhilScholarship Josephson Staff * Nu Nutmeg Alumni Educational 8,389 Pi Academic Facilities Fund Fund Fund 56,554 Balance Omicron Scholarship Fund 103,937 Pi Excellence Fund 242,269 Fund Name 7/1/2024 Paul K. Bresee Fund 23,602 Pi Fund 105,114 Peery Fund PuppeJohnston Leadership Fund Peter FamilyNR Endowment Fund R Stoecker Scholarship

36,645 68,729 41,451 82,512

Peterson OmicronMem Scholarship Robert Oehrtman Fund Phi RonFund Hurt Memorial Fund

39,653 670,543 160,358

& Vol Dev Fd 268,538 * Phil RossJosephson LeadershipStaff Award 87,502 Pi Academic Facilities Fund 56,554 Runnion Fund 17,029 Pi Excellence Fund 242,269 Russell Gray Fund 60,259

12,884 68,090 9,155 28,913

(1,221) (6,492) (867) (3,078)

(1,000) Receipts 25,500 Disbursements 500 5,000

10,200 2,000

16,758 66,830 46,025

7,690 10,728 Investment 8,674 29,774 Gain/Loss 2,499 7,111 3,814 7,098

(2,079) (1,947) Admin (773) (3,642) Fees (158) 94 (371) (673)

4,908 9,120 1,055 4,079 68,090 17,594

(412) (965) (306) (387) (6,492) (1,922)

5,000 10,200 2,000 12,600

28,913 9,129 10,728 1,771

(3,078) (865) (1,947) (168)

16,758 46,025 -

29,774 6,148 7,111 5,123

(3,642) (583) 94 (485)

40,665 (38,000) 10,000

(2,000) (1,000) (50,947)

-(2,000) (27,331) (2,000) (11,000)

(1,000) (2,394) (19,400) 40,665 Receipts Disbursements (25,943) (38,000) (500) 500 (1,000) (1,475)

Pi FundFund Sigma Puppe Leadership Strive for Success Fund

105,114 49,846 68,729 9,614

R Stoecker NR Scholarship Stuttgen Fund Robert Mem Fund T PriebeOehrtman Excellence Fund

82,512 193,613 39,653 14,005

7,098 2,049 9,120 19,838 4,079 1,478

(673) (396) (965) (1,880) (387) (140)

Ron Hurt Memorial Fund Tau Fund Ross Award Fund ThetaLeadership Mem/Scholarship Runnion Fund Fund Waller Carson

160,358 126,722 87,502 368,888

17,594 13,384 9,129 35,256

(1,922) (1,270) (865) (3,365)

12,600 100 1,196

Russell WilliamGray SayreFund Fund Sigma Fund Scholarship Fund Wm Ansted

17,029 61,586 60,259 843,935 49,846 87,153

1,771 6,183 6,148 86,432 5,123 9,198

(168) (586) (583) (8,216) (485) (872)

1,274 -

Strive for Success Fund Xi Fund Stuttgen Fund Fund Zeta Scholarship T Priebe Excellence Fund

9,614 3,522 193,613 93,592 14,005

2,049 318 19,838 10,142 1,478

(396) (40) (1,880) (1,507) (140)

10,000 500 27,053

Tau Fund

126,722

13,384

(1,270)

5,000 -

(50,947) (1,000) (1,000) (27,331) (6,000) (11,000) (1,000) (250) (2,000) (500) (1,307) (1,475) (1,000) (5,640) (1,000) (6,000) (1,000) (36,000) (250) (3,000)

133,743 706,811 95,033 300,131

26,590 27,666 9,325 37

79,831 Fund 111,360 Balance 90,045 309,065 6/30/2025 73,819

(1,968) Spendable 2,633 Funds6,991 6/30/2025 18,048

39,588 73,679 94,667

1,897 12,407 3,481

10,949 42,346 706,811 182,629

6,314 27,666 6,171

300,131 94,766 111,360 18,381 309,065 63,824

37 19,249 2,633 2,825

73,819 53,177 73,679 21,266

6,991 2,401 18,048 8,850 12,407 1,735

94,667 205,932 42,346 15,343

3,481 42,134 6,314 1,071

182,629 138,937 94,766 365,976

6,171 34,706 19,249 39,354 2,825 3,145

(2,000) (26,217) (1,307) -

18,381 64,183 63,824 897,209 53,177 95,479

2,401 83,910 8,850 25,567

(1,000) (5,640) (24,000) -

21,266 3,300 205,932 105,280 15,343

1,735 (1,157) 42,134 (103,065) 1,071

100

138,937

34,706 39,354

Theta Mem/Scholarship Fund

368,888

35,256

(3,365)

1,196

(36,000)

365,976

Waller Carson Fund

61,586

6,183

(586)

(3,000)

64,183

3,145

William Sayre Fund

843,935

86,432

(8,216)

1,274

(26,217)

897,209

83,910

Wm Ansted Scholarship Fund

87,153

9,198

(872)

95,479

25,567

Xi Fund

3,522

318

(40)

500

(1,000)

3,300

(1,157)

Zeta Scholarship Fund

93,592

10,142

(1,507)

27,053

(24,000)

105,280

(103,065)

Page 34 | AGR Growth Report

OTHER FUNDS Below is a list of all other funds. These funds differ slightly from endowment funds due to how the spendable balance is allocated based upon the intent of the donor. These funds may or may not be intended to continue in perpetuity, which dictates whether there is a balance or the availability of the full balance for distribution.

Fund Balance 7/1/2024

Fund Name

Investment Gain/Loss

Admin Fees

Receipts

Disbursements

Fund Balance 6/30/2025

Note - Opening balances may differ slightly from last year’s Growth Report due to audit adjustments finalized after that report was published.

AGRconnect

685,887

65,321

(6,189) $

(66,953) $

678,066

* Capital Campaign 2020 Diversity & Inclusion Fund

1,296,887

96,663

(14,865)

282,465

(657,743)

1,003,406

20,728

2,394

(267)

2,000

24,856

* Gene Lemon Leader Fund Grand President's Award

251,283

24,808

(3,315)

47,744

(63,000)

257,521

2,572

226

(21)

(433)

2,344

Leaders Award

40,251

4,248

(403)

44,096

Leadership Seminar Fund

71,956

6,999

(663)

(5,636)

72,656

Mawby Leadership Dev. Fd * Phil Josephson Staff & Vol Dev Fd Swackhamer Fund

44,641

4,711

(446)

48,906

37,828

3,834

(518)

7,657

(9,000)

39,801

190,539

20,004

(1,895)

(1,000)

207,647

WHAT IS THE DIFFERENCE BETWEEN ENDOWMENT AND OTHER FUNDS? Endowment refers to funds that continue in perpetuity, meaning the gifts are invested and only the allocated spendable amount can be spent. Other Funds include Non-Endowment or “Temporarily Restricted” Funds, which refers to funds where there may or mat not be restrictions placed on the allocated amount of spendable funds.

*Contributions to this fund are still being solicited. The extent to which these contributions may eventually be endowed will be based on donor-speciﬁc intent and/or Board directive.

AGR Growth Report | Page 35

FOUNDATION FINANCIALS The Educational Foundation financials are provided in an effort to maintain transparency and are managed by an external accounting firm, Fortiviti/Belay, under regular review by the Educational Foundation Treasurer, Ron Brohammer. It is also audited on an annual basis. The Educational Foundation financials are for the 2024 and 2025 fiscal years.

Statements of Financial Position ASSETS

Cash Investments Pledge Receivables Prepaid Expenses & Other Receivables TOTAL ASSETS LIABILITIES & NET ASSETS Liabilities Accounts Payable & Accrued Liabilities Due to General Fund of AGR Charitable Gift Annuity Obligation Loan Payable - SBA Total Liabilities Net Assets Unrestricted Board and Donor Restrictions Total Net Assets TOTAL LIABILITIES & NET ASSETS

June 30, 2024 $

June 30, 2025

Change

74,107 $ 155,017 $ 15,588,329 16,324,252 1,873,768 1,160,607 88,382 170,976

80,910 735,923 (713,161) 82,594

$ 17,624,586 $ 17,810,852 $

186,266

35,564 38,659 74,223

5,334 $ 38,636 22,724 150,000 216,694 125,522 17,282,370 17,407,892

40,898 $ 77,295 22,724 150,000 290,917 422,505 17,097,430 17,519,935

$ 17,624,586 $ 17,810,852 $

296,983 (184,940) 112,043 186,266

AGR’s Investment Management Process includes the Investment Committee (which implements the policy approved by the Board and makes investment decisions). The Investment Committee meets at least four times a year. They retain professional investment management expertise which they use to review performance, evaluate investment managers and evaluate alternative investment approaches.

Page 36 | AGR Growth Report

As a nonprofit organization the Educational Foundation’s balance sheet is known as the Statement of Financial Position, and the income statement is known as a Statement of Activities

Statements of Activities & Changes in Net Assets

SUPPORT & REVENUE Contributions - Loyalty Fund Contributions - Campaigns Contributions - Housing Funds Leadership Seminars Net Investment Income Unrealized Investment Gains (Losses) Administrative fee income Other Income Total Support & Revenue EXPENSES Scholarships & Awards Housing Grants Educational Expenses Local Chapter Excellence Programming Fundraising General & Administrative Total Expenses

Fiscal Year Ended June 30, 2024 June 30, 2025

Change

627,049 $ 1,047,869 781,124 107,463 384,266 1,520,895 170,422 11,688 4,650,777

838,391 $ 211,342 111,138 (936,731) 805,251 24,127 189,860 82,397 1,440,668 1,056,402 130,952 (1,389,943) 162,848 (7,574) 11,175 (513) 3,690,283 (960,494)

302,089 $ 676,091 601,099 800,090 661,874 237,975 3,279,218

364,376 $ 1,305,500 420,422 772,096 435,278 280,568 3,578,240

62,287 629,409 (180,677) (27,994) (226,596) 42,593 299,022

Change in Net Assets

1,371,559

112,043

(1,259,516)

Net Assets at Beginning of Year

16,036,333

17,407,892

1,371,559

Net Assets at End of Year

$ 17,407,892 $ 17,519,935 $

112,043

Note - Prior year balances may differ slightly due to audit adjustments finalized after this report was published.

Note - Prior year balances may differ slightly due to audit adjustments ﬁnalized after this report was published.

AGR Growth Report | Page 37

FROM THE INVESTMENT COMMITTEE To the Brothers of Alpha Gamma Rho, I am reminded daily of the bond that was created as an undergraduate. Constant reminders of the days spent as an AGR at Murray State University. Little did I know that as I accepted that pledge pin, the impact it would have on my life. Now, 38 years later, I can recognize the lessons learned, the early leadership experiences, and the countless hours of “networking” were all part of building a life worth living. I have been blessed to apply my AGR experiences to my family, my work, my friendships, my community, and my personal life. Serving as the Chair of the Investment Committee, I am now able to work and give back through volunteerism ensuring that donors’ investments are managed by the Educational Foundation’s policies founded by principals of the Uniform Prudent Management of Institutional Funds Act. Through this effort, I am happy to report that fund growth continues to occur as you can see in the upcoming reports. This growth further supports the mission of our Educational Foundation of providing necessary resources for the Fraternity. AGR represents the foundation and the building blocks for thousands of men across this country. Lives well spent, friendships never to be broken, and a common bond that was built around a few simple principles. The theme of “LEADING THE WAY”,, to me, is how I/we can lead into the future, for others to find the same appreciation that you and I have for AGR. I encourage you to do as I have done, get engaged, share your stories, your experiences, and your heart with others. You will not regret the time, talent, and treasure you give back to AGR and helping them grow. Bonded by Brotherhood,

Doug Lawson, Alpha Omega Chair, Education Foundation Investment Committee Page 38 | AGR Growth Report

DIRECTORY EDUCATIONAL FOUNDATION SUPPORT STAFF

REX MARTIN Secretary

CAROL JOHNSON, ED.D.

Chief Development Ofﬁcer

EDUCATIONAL FOUNDATION BOARD

GLENN STITH

Chairman, Omicron

KEN ISLEY

Vice Chairman, Eta

TROY JOHNSON Director, Alpha Phi

RONALD BROHAMMER

WILLIAM BOEHM

JAY POOLE

JERRY STEINER

Director, Alpha Psi

JOHN COTTINGHAM Director, Delta

Treasurer, Beta Alpha

DONALD DE JONG Director, Chi

BRIAN FIELD Director, Rho

JOHN NOBLE Director, Zeta

Director, Beta Eta

Director, Iota

MICHAEL WAY

Director, Alpha Sigma

FRATERNITY STAFF

REX MARTIN

GRANT BARGFREDE

BECKY HALEY

AMANDA HORVAT, PH.D.

MICHELLE LYNN

ANITA LEONE

BEN WILLOUGHBY

DOUG KRENZER

LOGAN LEEN

JUSTIN NICHOLS

Chief Executive Ofﬁcer

Administrative Coordinator

Senior Director of Operations

Ofﬁce Manager

Director of Leadership & Education

Educational Programs Coordinator

Educational Leadership Consultant

HUNTER ABBOTT

MATTHEW FISCHER

JACKSON SEAGROVES

Educational Leadership Consultant

Administrative Coordinator

Educational Leadership Consultant

AGR Growth Report | Page 39

FROM THE CHIEF EXECUTIVE OFFICER YOU’RE MAKING A DIFFERENCE Leadership takes many forms, and no single approach works in every situation. Effective leaders adjust how they communicate and respond based on the team and the circumstances. At Alpha Gamma Rho, chapter officers lead their teams with support from advisers, housemothers or house directors, alumni, and the Home Office. These resources are valuable but often underused. AGRConnect provides additional support by offering data and educational tools to help chapters succeed. But how do you put all of those together to be effective? Our past Capital Campaign focused on Local Chapter Excellence (LCE). LCE provides a framework for chapter leadership. We know that when chapters recruit well and train officers to work effectively with the resources available to them, they are positioned for success. Top Leaders Institutes help bring those pieces together. That sounds good in theory, but does it work? We now have two separate sets of metrics that show Local Chapter Excellence is making a positive difference in the lives of collegiate men. In the past year, we have seen an 80% increase in the number of chapters achieving improved status, many of which are now recognized with Green or Gold status. In practical terms, that means they are running strong chapters. That is one internal measure of success. Here is an external one: the Cygnus Survey. The Foundation for Fraternal Excellence, of which The Foundation is a member, partners with Cygnus Applied Research every five years to design, organize, and administer an Alumni and Donor Engagement Survey. The information gathered informs a series of strategic recommendations to strengthen fundraising efforts, enhance member engagement, and generate greater support for programs and services. Our brothers rank their fraternity experience in college on a 7-point scale, and their overall experience received a 6.4 rating. Leadership programming also scored significantly higher than at other fraternities. We also know that satisfaction ratings among our collegiate brothers are much higher than they were five years ago. Local Chapter Excellence is working, and your contributions to the Foundation are making a meaningful difference by supporting that educational programming. We must keep this momentum going. Every collegiate brother should have an excellent experience as an AGR. Achieving that requires our time, talent, and tribute. Please continue to help “Make Better Men”. Thank you for your trust in Alpha Gamma Rho and The Educational Foundation of Alpha Gamma Rho as we work together to make that possible.

REX MARTIN

Chief Executive Officer Page 40 | AGR Growth Report