The Laurel Foundation Annual Report 2014

Laurel the

FOUNDATION ANNUAL REPORT 2014

O F P H I KA P PA TAU

A RICH AND DISTINGUISHED HISTORY 70 YEARS OF DEDICATED LEADERSHIP SPOTLIGHT OF LOYALTY REACH FOR THE STARS

THE HISTORY OF THE PHI KAPPA TAU FOUNDATION IS STEEPED IN THE PHILANTHROPIC COMMITMENT TO LEARNING, LEADING AND SERVING. THROUGHOUT THE LAST SEVEN DECADES, THE FOUNDATION HAS GROWN GENERATION BY GENERATION, BROTHER BY BROTHER.

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LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

Contents The Laurel

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FOUNDATION ANNUAL REPORT 2014 SEPTEMBER 2015 VOL. 102, NO. 1 Editor-in-Chief Tyler C Wash, Georgetown ’06 Managing Editor Kellsey L Miller Collin A Zimmerman Senior Writer J Cole Yearwood, Oklahoma State ’09 Contributors Brian H Browne, Case Western ’06 Martin L Dunning, Kentucky ’07 Charles T Ball, Miami ’82 Gregory D Hollen, Maryland ’75 Copy Editor John H Sayers, Bethany ’78 Graphic Designer Stacey Castle

FEATURES 5

State of the Foundation

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Spotlight on Loyalty: Rhett Bentley, Auburn ‘74

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70 Years of Dedicated Leadership

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A Rich and Distinguished History

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Phi Kappa Tau’s 20 Year Partnership with SeriousFun

About The Laurel The Laurel is the exoteric publication of the Phi Kappa Tau Foundation.

Published prior to 1919 as SIDELIGHTS, a journal devoted to topics related to higher education involving college and alumni interests, The Laurel is now published under the direction and authority of the Board of Trustees of the Phi Kappa Tau Foundation.

The next issue of The Laurel will be Vol. 102, No. 2 and will be published in Fall 2015.

Printed in the USA | ISSN Number: 0023-8996 Printed by The Watkins Printing Company, Columbus, Ohio.

DEPARTMENTS 10

Foundation Leadership

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Ewing T Boles Society

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Financial Report

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Men of Character Programs

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Scholarship, Stipends and Grants

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From the Archives

Address Changes Visit www.phikappatau.org/address, call (800) PKT-1906, email Executive Assistant Cindy Morgan at cmorgan@phikappatau.org or mail changes to Phi Kappa Tau, 5221 Morning Sun Road, Oxford, Ohio 45056.

The Laurel is printed on 100 percent recycled paper certified by the Forest Stewardship Council® requirements for environmentally mindful publication.

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LEARNING. LEADING. SERVING.

Letter from the Editor I am a huge history buff. Topics ranging from U.S. Presidents to the roaring 20s and from the Roman Empire to World War II always spark an interest. Not surprising, I also enjoy a good bit of Phi Kappa Tau history. Books such as “The History of Phi Kappa Tau” by Jack Anson, Colgate ’47 and “From Old Main to New Century” by Charlie Ball, Miami ’82, have a perpetual place on my desk.

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In researching, drafting and editing this issue of The Laurel, I had a once-in-a-lifetime opportunity to discover Fraternity history that I have never seen before. The history of our Foundation could be described as mere footnotes in the grand old history of Phi Kappa Tau, until now.

1945: A Year of Change

Roosevelt, Churchill and Stalin meet at the Yalta Conference from Feb. 4-11, 1945.

With avid research from staff and countless conversations with alumni, the pages of this magazine came to life and told the wonderful 70-year story of the Phi Kappa Tau Foundation. It was a nice break for me to let the “history nerd” out and explore the way the Foundation came to be, especially the time when a simple idea became reality and the Foundation was born.

Historical events do not happen in a vacuum. The year 1945 was pivotal in the history of the world. WWII was coming to a close. Franklin Roosevelt was inaugurated to a fourth term as President of the United States. President Roosevelt joined Winston Churchill and Joseph Stalin at the Yalta Conference to focus on rebuilding Europe after the end of the war.

Truman assumes the presidency after Roosevelt’s death on April 12, 1945.

By the end of the year, President Roosevelt was dead, leaving the country in mourning. Harry Truman was sworn in as President. Victory had been declared in Europe and the Pacific, marking an official end to WWII. So much changed during the 365 days of 1945. The world changed. People changed.

People started to think about the future and not simply about the war. A vast array of emotions accompanied the year 1945. Everything from fear and heartache to joy and celebration was prevalent throughout the citizenry. And in the midst of all of this, the likes of E. E. Brandon, Miami ’06, William Shideler, Miami ’06, W. A. Hammond, Miami ’10, and Henry Hoagland, Illinois ’16, joined Ewing Boles, Centre ’14, to think about the future of Phi Kappa Tau—I am glad they did.

On behalf of the Board of Trustees and staff, I am honored to share with you the Foundation’s Annual Report. In honor of the 70th Anniversary, we present the history of the Foundation in a variety of stories. Not only will you read historical accounts, but you will also learn about the strength of the Foundation today. The most important pages, however, are the ones that recognize our donors—the loyal and dedicated group of alumni, parents and friends who continue to support the ideas of learning, leading and serving.

From Ewing’s $1 million gift to the $25 check received in the mail today, I say thank you. Thank you to all donors and supporters—past, present and future.

Fraternal regards,

Tyler C Wash, Georgetown ’06 Editor-in-Chief communications@phikappatau.org LEARNING. LEADING. SERVING.

Roosevelt’s funeral cortege on April 14, 1945.

A crowd celebrates the surrender of Germany in Times Square on May 8, 1945.

The Phi Kappa Tau Foundation is grateful for the generous support of its donors and is committed to being good stewards. It is the Foundation’s goal to use as much of every dollar contributed, to support the growing number of the Fraternity’s Men of Character Programs and leadership opportunities. Accordingly, to minimize rising print and mailing costs, the Foundation is once again publishing this year’s Annual Report in a cost-effective combination of print and electronic media.This printed edition is augmented by a full report, which included the Honor Roll of Donors, published online at phikappatau.org.

FOUNDATION ANNUAL REPORT | phikappatau.org

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State of the Foundation Last summer, I had the privilege to help facilitate Leadership Academy near Atlanta, Ga. The young men who were in my “Academy chapter” were outstanding. Even today, I see the accomplishments each of these leaders are achieving from the goals they set during the program.

I am confident the leadership skills they were introduced to during Academy, and continue to develop in their chapters, will serve them well into the future.

Today, the Fraternity’s Men of Character Programs are reaching more young brothers than at any time in our history. Leadership is more important than ever, in both business and government. Phi Kappa Tau is providing quality leadership training to a new generation of men.

The brothers who graduate from one of our leadership programs, such as Leadership Academy or Presidents Academy, are making lasting impacts in their chapters and throughout their campuses.

“Learning.Leading.Serving.” is more than a simple tagline. It is what we are about. Foundation support directly impacts these principles through scholarships, leadership programs and our 20-year partnership with SeriousFun Children’s Network. In 2014, the Foundation awarded 30 academic scholarships, more than $250,000 to individuals and chapters through Chapter Educational Grant Funds, and provided 46 stipends for brothers to volunteer at a SeriousFun camp.

This support, coupled with individual programmatic scholarships, endowed Leadership Academy fellowships and honor society rebates, truly makes a difference in the lives of our young brothers.

The brothers, parents, friends and companies who continue to support the mission and vision of Phi Kappa Tau are the reason why all of this is possible. It is through their generosity that we are able to support the leaders of tomorrow.

The gifts of time and treasure made by members of the “Phi Tau Family” have a direct impact on the lives of our young brothers. Again in 2015, we will call upon the alumni, undergraduates, parents and friends to step up to the challenge of developing our men of character.

It is a great time to be a Phi Tau! In Phi,

Richard F Michael, Michigan Tech ’70 Chairman, Phi Kappa Tau Foundation

FOUNDATION ANNUAL REPORT | phikappatau.org

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SPOTLIGHT OF LOYALTY Rhett Bentley, Auburn ’74

BY J COLE YEARWOOD, OKLAHOMA STATE ’09

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ith a name like his, it’s almost as if he was destined to be in the oil business. But the name Rhett Bentley hasn’t always been engraved on a nameplate placed on a desk in a 10th floor office for Landmar Resources Inc., in Dallas,

Texas.

This oil man’s story starts far from his Lone Star office with a view, and includes two terms as chapter president for two different Phi Kappa Tau chapters and starting a bank.

Bentley, Auburn ’74, grew up in Long Island, N.Y. He loved skiing and wanted to get out of New York, so his next stop after high school graduation was Colorado State University.

“This may be hard to believe, but when I applied and was accepted, I had never been to campus,” Bentley said. The site unseen gamble paid off; his new home was a beautiful place.

Like many freshmen, Bentley arrived on campus yet to have everything figured out. He was a science major but still wasn’t quite sure what he wanted to do.

What set Bentley apart from many of his fellow Rams was that he had traveled halfway across the country to be there.

“I was a foreigner,” Bentley said.

Though a rare route, the East Coast to Fort Collins, Colo., wasn’t unheard of, he and other Northeast transplants lived on the same floor of Corbett Hall.

It was there that Bentley heard a knock at his door. When answered, it wasn’t fellow New Yorkers standing there, but instead three Phi Taus. Up to that point, Bentley hadn’t had much of a desire to go greek.

“My dad had been in a fraternity, but I didn’t really have a pro or con view of it,” Bentley said. “I clearly did not go to Colorado State with the intention of pledging a fraternity or Phi Tau for that matter.”

The visitors were a complete surprise. Unbeknownst to him, a relative, who was a Phi Tau from a different chapter, had sent a recommendation letter on Bentley’s behalf to the Alpha Sigma chapter. The three men were there to invite him to the chapter house for dinner.

Bentley had nothing to lose by joining them for a meal.

“You go see the house, you meet the guys, you feel more comfortable and you think it might be a good way to attend college with a group of individuals who are like-minded,” Bentley said.

Now, not only was he interested in Phi Kappa Tau, but greek life in general. After visiting with the Phi Taus, he looked into several other fraternities on campus, but Phi Kappa Tau offered him something special.

“It was a group of guys whom I could identify with,” Bentley said.

He wasn’t the only one who felt that way. Seven others from

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the Northeast contingent of Corbett Hall decided to join after Bentley invited them to check it out.

Alpha Sigma was a relatively small chapter with many upperclassmen nearing graduation, but now they had just added a young core group who had bonded in Corbett Hall. That core, along with a majority of the chapter, believed in Bentley. He was elected president as a sophomore.

In less than a year, he had gone from a guy on the fence about fraternities to playing a key role in bettering Alpha Sigma.

As president, Bentley received some help from a special group.

Phi Kappa Tau Executive Director Bill Jenkins, Bowling Green ’57, and prominent Alpha Sigma alumni, including Phi Kappa Tau Hall of Famer Harold Short, Colorado State ’36, spent a day with chapter leaders getting the group on track for success.

“It allowed me to see not just the fun and the guys’ side,” Bentley said. “It allowed me to focus on the financial side, the personnel side, the business side of the chapter and how these things play a really important role in keeping a chapter going.”

Colorado had become much more than a place away from New York with the opportunity to ski. Bentley was doing things he had never imagined or planned. Unfortunately, his life in the Rockies wasn’t cheap.

Bentley was putting himself through college, and out-of-state tuition was extremely expensive. With his presidency coming to an end, he knew he was going to take a semester off to work. No longer sure science was the path he wanted to pursue, important decisions needed to be made.

After much thought, Bentley decided it was in his best interest to transfer schools.

Although his childhood was spent in New York, Bentley’s family was from Alabama. His parents had attended Auburn University. His older sister had attended Auburn. His younger sister was attending Auburn. He was the lone family member to yet take a class at Auburn.

That would soon change. He applied and was accepted. After working for six months, he would be continuing his education at Auburn as a business student. The only thing yet to be determined was where he would live.

It was his older sister, who had been very close with the Phi Taus during her time at the university, who suggested he turn to Alpha Lambda chapter.

Bentley called the chapter house and told them who he was and asked if he could live in their house once he made the transfer. The Phi Taus readily invited him, and Bentley lived there his entire time at Auburn.

Being the newest guy, Bentley got assigned the only room left, “The Country Club;” a room which also happened to be the only way into another man’s room. If nothing else, he was guaranteed the opportunity to become close with at least one

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brother.

Fortunately, he didn’t have to rely on his room being a gateway to connect with all of his new chapter brothers. He was once again with a group of guys he identified with. Alpha Sigma and Alpha Lambda were different chapters at the time, but Bentley’s transition was near seamless.

“One of the things that endeared me, not only to Auburn, but to Phi Tau, is because here is a guy from New York, via Colorado, who makes a phone call and says ‘can I live there’?” Bentley said.

“I move in and make lifelong friends from a phone call, which these guys don’t know me from Adam. That’s touching to me.”

Being a transfer student at Auburn, just like being a transplant at Colorado State, didn’t hold Bentley back from making the most of his experience.

He was helping the chapter compete for the All Sports Trophy as a racquetball player.

As a Plainsmen, he was helping the university by giving campus tours to incoming freshmen and prospective student-athletes.

He was finding his place.

“Their acceptance of me at that time is why I have a soft spot in my heart for Auburn and Phi Tau,” Bentley said.

In 1977, Bentley was once again elected to serve as president. Serving two different chapters as president is a feat few, if any other, Phi Taus have ever achieved.

Following graduation from Auburn, he started his banking career in Birmingham, Ala., at Central Bank. With five years of banking experience, he was once again on the move after being recruited by Republic Bank. The road led to Dallas this time.

Once Bentley arrived in Texas, he started meeting people and making friends. One of these acquaintances had some advice for him.

“The guy says, ‘Oh, you want to be a Texan, you need to buy a pair of cowboy boots, and by the way I’ve got an oil and gas deal I want you to invest in,’” Bentley said.

The boots were a much easier decision to make than the investment. Soon enough though, Bentley had his pair of boots and had “put a little money into this oil deal.”

“Low and behold, the oil deal came in and worked out,” Bentley said. “A tiny deal, but it worked all right. As oil deals go, if you have one, then you drill another hole next to it.”

Bentley kept making the deals. For the next seven years, he continued to invest in little oil and gas deals while he maintained a full-time career in banking.

In the early ’90s, Bentley decided he either needed to sell these deals, or he really needed to pay attention to them and see

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what could be done. He decided to end his banking career at that time and go into the oil and gas business.

His shift to the oil and gas industry didn’t mean Bentley completely left banking behind. In 1998, he and five other Dallas businessmen started a bank, which he served as chairman of the board until they sold it four years later.

Not only has he stayed in the oil and gas business as president of Landmar Resources Inc., but he has stayed in Dallas. Texas has become home.

“I married a girl from Dallas, so as they say, I will be buried with my boots on,” Bentley said. “I liked New York when I lived there, born and raised, but I have been in Dallas almost 33 years. I am clearly a Texan now.”

With his life having him settled in Texas, Bentley hasn’t soon forgotten how he got here.

Mementos from the journey are displayed in his high-rise office.

His membership shingle from Phi Kappa Tau and his degree from Auburn University hang side-byside above his computer monitor.

Pictures of family are scattered throughout. Every business card Bentley has ever had, 10 in all, is neatly framed next to his door. A putter leans against a bookshelf below a commemorative plate signifying his membership in the Phi Kappa Tau Heritage Society.

Without saying a word, his office subtly tells his story. Specific details like his kids’ names, where his seats were at Auburn’s most recent appearances in the college football national championship or even his golf handicap, might not be immediately revealed, but what is abundantly clear once stepping into his office, are the people Bentley values and the things he enjoys.

Family is paramount for Bentley. He and his wife, Ann, raised their three children in Dallas.

Like their father, all three Bentley kids headed out of state for college. One of their daughters graduated from Vanderbilt University with a degree in engineering; another daughter is a junior at Vanderbilt pursuing a degree in education; and their son is a chemical engineering student at Auburn.

Even with his son at Auburn, Bentley never thought it necessary to pressure him to follow in his footsteps to Alpha Lambda chapter. Bentley brought his son to the chapter house and made the introduction, but that was it.

“I talked at length with the recruitment chairman and told him, as I told my son, that I have made the introduction, and it is now up to you,” Bentley said.

Bentley had joined a different fraternity than his father, and things had worked out. He wanted what was best for his son and for him to be in a chapter he felt comfortable in.

...when you get older in life, you kind of want to not forget your past ... you want to remember your roots. And that is important.

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FOUNDATION ANNUAL REPORT | phikappatau.org

Turns out, no pressure was needed for his son to join Phi The issue got Bentley thinking. He and a couple brothers Kappa Tau. David Bentley, Auburn ’15, recently initiated into talked about how this could be an opportunity for alumni to the Fraternity. help support the chapter. “It’s an admirable goal and in order “I was very excited about it. It’s kind of heartwarming that I to get this done, the house on the inside has to look a little bit now have someone to give my pin to,” said Bentley. better,” Bentley said.

Phi Kappa Tau taught Bentley a lot during his time as an Bentley sees it as an investment. undergraduate. From competitive bridge to being an effective “People give to schools because they want the school to leader, the skills he learned as a young Phi Tau are lessons he be stronger, and that in turn makes their diplomas more still relies on today in his personal and professional lives. worthwhile,” Bentley said. “That same thing applies to fraternity.

“You had to appease those different groups and bring all their And that’s what we are trying to do, build a stronger fraternity.” interests into a meeting,” Bentley said. “And that can be delicate Bentley isn’t naïve. You don’t survive nearly 40 years in the and hard at times with hurt feelings. That’s where all this was banking and oil and gas industries by anticipating supporters introduced to me. It helped build leadership skills, personal for an investment will be easy. He knows there are potential communication skills and challenges in gaining support for negotiating skills.” this campaign.

And he wants his son to “Many guys think of the have a similar experience.

Fraternity and chapter as the “I think he is finding a frat house,” Bentley said. “Guys home there,” Bentley said. from my era lived at 317 South “It’s working out for him College, but now the chapter and that is what it’s about. moved to where it is now. So for a At this point it’s not about lot of people it is difficult to relate me at Auburn. It’s about to the chapter. Opening up their him at Auburn.” checkbooks and giving money Some may take the lack is hard for them, so that is why of pressure Bentley put on I am hoping myself and other his son regarding which guys from my era can help them fraternity to join as a lack of understand.” commitment to Phi Kappa Fortunately, he is not short on Tau. They would be gravely guys from his era he is still close mistaken. with. The friendships he made Bentley has been a loyal as an undergraduate didn’t come donor to the Phi Kappa Tau close to ending at graduation; two Foundation for decades. brothers even stood next to him at He clearly knows from his his wedding.

Alpha Sigma days that the Three years ago, Larry Fraternity is constantly in Anderson, Auburn ’73, who Bentley said they nicknamed need of money. “It doesn’t “Keeper of the List,” coordinated matter what the chapter a reunion for Alpha Lambda is like. There is always a graduates from 1970-79 at a lake need for money, whether house in Alabama. The group, it be education, or house and hopefully soon a similar maintenance or whatever,” one consisting of guys from the said Bentley. Fortunately, he Bentley (right) with his son, David, at the Alpha Lambda chapter ’80s and ’90s, represents those is now in a position to help out with the chapter and the house. Bentley presented his Phi Kappa Tau badge to his son when who will potentially support this the younger Bentley initiated into the Fraternity this year. fundraising initiative.

Phi Kappa Tau Foundation.

Bentley has hope. More than 50 His generosity has earned him a place in the prestigious Phrenocon Circle on the Wall of guys attended that reunion. The men, who are now professionally Donors, and the total of his gifts puts him among the top 100 everything from bankers to accountants to lawyers to retirees, came from all over the South, including Alabama, Tennessee, donors in Phi Kappa Tau’s history.

The focus of Bentley’s gifts is now the Alpha Lambda chapter South Carolina and Georgia.

But it was an oil man from Dallas who likely made the longest house.

“The current Alpha Lambda house is a beautiful house on trip to be at that reunion. In this experience, the long journey the outside, but clearly needs some work on the inside,” Bentley has paid off.

“I guess when you get older in life, you kind of want to not said.

Last summer, the chapter received bids on what it would cost forget your past,” Bentley said. “You want to remember your for renovations on the bathrooms, hallways and front foyer. The roots. And that is important.”

If his office is any indication, Bentley hasn’t. estimated $40,000 it would take to make the renovations was out of the budget.

FOUNDATION ANNUAL REPORT | phikappatau.org

LEARNING. LEADING. SERVING.

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Foundation Leadership 10

The Phi Kappa Tau Foundation Board of Trustees is composed of 17 trustees, the Fraternity national president, Fraternity national vice president, chief executive officer and executive director. The trustees constitute an outstanding volunteer team of business executives and community leaders who serve three-year terms.

CHAIRMAN Richard F Michael Michigan Tech ‘70

Owner, Richard Michael State Farm Insurance Agency

VICE CHAIRMAN Gregory M Heilmeier Bethany ‘86

Owner, Tasty Pure Food

TREASURER Brian T Hardy Westminster ‘93

Partner, Medwiq & Co

TRUSTEE Charles T Ball Miami ‘82

TRUSTEE Thomas A Jeswald Ohio ‘63

TRUSTEE Steve W Chaddick Georgia Tech ‘70

TRUSTEE Rick A Keltner Sacramento State ‘76

Owner, Charles Ball Consulting

Managing Partner, Ridgewood Advisors LLC

Retired Executive Director, Phi Kappa Tau Fraternity and Foundation CHIEF EXECUTIVE OFFICER* W Tim Hudson Truman State ‘97

Chief Executive Officer, Phi Kappa Tau Fraternity and Foundation EXECUTIVE DIRECTOR* Tyler C Wash Georgetown ‘06 Executive Director, Phi Kappa Tau Foundation

Realtor, Coldwell Banker Real Estate Corporation

TRUSTEE Michael D Dovilla Baldwin Wallace ’94

TRUSTEE Warren K Mattox Nebraska Wesleyan ’69

TRUSTEE Will S Fisher Jr Miami ‘80

TRUSTEE Jeffery L Rivard Central Michigan ‘65

State Representative & Majority Whip, Ohio House of Representatives

Director of National Accounts, MeadWestvaco

Partner, Olcott Consulting Group Inc and Director, ORION Investment Advisors LLC

Executive Director, Western Pennsylvania Golf Association

TRUSTEE Evon W Friend Kent State ‘87

TRUSTEE E Michael Rosser Colorado State ‘61

TRUSTEE Wesley R Fugate Centre ’99

TRUSTEE Scott G Stewart Nebraska-Kearney ‘69

TRUSTEE F Harrison Green Ole Miss ’66

TRUSTEE Cliff D Unger Arizona ’98

Senior Vice President, The Fedeli Group SECRETARY John M Green Nebraska Wesleyan ‘60

Retired Vice President of Human Resources Planning and Development, PNC Financial Services Group

Vice President and Chief of Staff, Secretary of the Board, Randolph College

Attorney, F. Harrison Green Co., L.P.A.

Retired Vice President of National Accounts, United Guaranty Corporation

President, Nebraska Printing Center

Director of Account Management, ReadyTalk

TRUSTEE Reza Hashampour Georgetown ‘80

Chairman and CEO, Polaris Asset Corporation

*Ex-Officio, non-voting LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

7O Years of Dedicated Leadership

In the history of the Foundation, only 10 men have been entrusted with the top volunteer leadership role, each growing the strength of the Foundation while using their own brand of leadership. One characteristic is consistent and that is dedication. Starting in 1945 and continuing today the Foundation’s leadership remains strong.

William A Hammond, Miami ’10 1945-62, 1964-66 Hammond was a former national president of Phi Kappa Tau (1962-64). The Alpha chapter alumnus is one of Miami’s most distinguished alumni as a chemist, inventor, businessman and history buff. In 1934, he founded the W A Hammond Drierite Company of Xenia, Ohio, a firm based on the chemical drying agent he had developed. His generous benefactions to Miami included an Abraham Lincoln collection and a $25,000 endowment establishing the W A Hammond Lecture Series in “The American Tradition.” On Nov. 28, 1973 Hammond joined chapter eternal.

Ewing T Boles, Centre ’14 1962-64, 1966-71 Boles was a former national president of Phi Kappa Tau (1916-17), is an honorary founder of the Fraternity and held many other offices in Phi Kappa Tau. Boles was president and director of The Ohio Company until he retired as chairman of the board of the securities firm in 1965. He was also a life member of the board of trustees for Centre College. Boles joined chapter eternal on Nov. 23, 1992.

Raymond Bichimer, Ohio State ’53 1971-81 Bichimer was a former national president of Phi Kappa Tau (1983-85). He was also president of Means, Bichimer, Burkholder and Baker Co., L.P.A., a Columbus law firm.

Bichimer also owned real estate interests in Florida and was a sports announcer for Bishop Hartley High School.

Dan L Huffer, Ohio State ’57 1981-86 Huffer was the executive vice president of BancOhio Corporation in Columbus, Ohio, and held positions after graduation with Price Waterhouse and Bordon’s Inc. He was a member of the Financial Executives Institute, the American Institute of Certified Public Accountants and the American Management Association.

Frederick E Mills, Ohio State ’66 1986-97 Mills is a partner in the Vorys Columbus office and the leader of the firm’s government relations group. His career highlights outside of Phi Kappa Tau include serving as the Chief of Staff, Clerk and Majority Counsel for the Ohio House of Representatives, being the Ohio Superintendent of Banks and holding the position of a legislative assistant to former Ohio Governor James Rhodes.

FOUNDATION ANNUAL REPORT | phikappatau.org

Ross E Roeder, Michigan State ’58 1997-99 Roeder is chairman of the board for Chico’s FAS Inc. He is the former chairman and chief executive officer of Smart & Final Inc. He has also gained professional experience as director of Morgan-Kaufman Publishers, president and CEO of Federal Construction Company, and director of Mercantile Bank. In addition, he has volunteered on the Coast Guard Foundation Board of Trustees.

Norman W Brown, Ohio State ’50 1999-2003 Brown is the former Chairman and CEO of Foote, Cone and Belding Communications Inc. After his time as an undergraduate member at Ohio State, Brown served in the Air Force during the Korean War and earned his MBA from the Harvard Business School. His recent endeavors include writing “Untamed Places,” a book of poetry and photographs of his worldwide adventures.

Gerald G Carlton Jr, Ohio ’58 2003-07 Carlton is the president of the East Dallas Community Organization, a organization that is committed to the revitalization of Dallas through developing infrastructure, Prior to this role, Carlton was the vice president for human resources at Diamond Shamrock, a refinerer and gas station company. He has also served as the executive vice president and COO of the Communities Foundation of Texas, a non-profit communities foundation, and was also the vice president, administration and chief administrative officer for DSC Communication Corporation, a telecommunication company.

David A Ruckman, Ohio State ’62 2007-14 Previous to his extensive work with the Phi Kappa Tau Foundation, Ruckman was a stockbroker for Merrill Lynch. He was also president at Pecos Valley Broadcasting in New Mexico. He was a member of the Cleveland Orchestra Board for 25 years.

Richard F Michael, Michigan Tech ’70 2015-present Michael has served his clients in Ohio as a State Farm Agent for over 25 years. He is a veteran of the financial services industry and is a Chartered Financial Consultant.

His agency has achieved numerous awards over the years from State Farm and the insurance industry. Previously, he worked in the mining and natural resource industry in the US, Canada and Brazil. Michael is very passionate about the SeriousFun Children’s Network, and has volunteered his time as a counselor for many years at Flying Horse Farms in Mt. Gilead, Ohio, at Double H Ranch in New York and Boggy Creek in Florida.

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A RICH AND DISTINGUISHED HISTORY CELEBRATING THE 70TH ANNIVERSARY OF THE PHI KAPPA TAU FOUNDATION

BY J COLE YEARWOOD, OKLAHOMA STATE ’09 LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

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he Phi Kappa Tau Foundation is essential to the Phi Kappa Tau’s ability to fulfill its mission of championing a lifelong commitment to brotherhood, learning, ethical leadership and exemplary character.

By awarding nearly $50,000 in scholarships annually, the Foundation enables members pursuing degrees at all levels the ability to succeed as scholars. Through funding Men of Character programs, the Foundation helps strengthen bonds of brotherhood and develop the kind of leaders needed in the 21st century. The Foundation promotes exemplary character by sponsoring members who serve at SeriousFun Children’s Network camps and grow through service to others.

As the guiding principles of Phi Kappa Tau have come in to focus over the years, so too has the Foundation’s focus on ensuring the Fraternity’s success. A 70-year journey has intertwined these two organizations, both committed to building one incredible brotherhood.

ESTABLISHMENT Prior to 1945, the Foundation which would support Phi Kappa Tau was merely a concept being talked about, and many of its greatest accomplishments were just wild dreams. Before the Foundation’s formal establishment in 1945, money was raised from alumni for a number of purposes, including the construction of chapter houses and the Memorial Headquarters in 1931. Honorary Founding Father Ewing Boles, Centre ‘14, had the foresight to see the necessity of financial contributions in sustaining Phi Kappa Tau. “From my very early beginning as a freshman at Centre College, I had a feeling that we did need to have some financial strength, particularly not only at the local level, but the national level,” said Boles in a 1986 interview. “I frequently mentioned to other members who were my good friends and Fraternity brothers that we ought to accumulate a fund that would help us at a time of stress financially to see the Fraternity through many of the ups and downs of a depression period. That conviction grew as the years went by and I finally was able to convince [E.E.] Brandon, [William] Shideler and others that this was a desirable and necessary step.”

Through the leadership of several Phi Taus, these funds became a reality. Alumni had given generously to the Founders’ Memorial Fund and Victory Fund, which supported the Fraternity during the financially difficult years of World War I, the Great Depression and World War II. The funds served their purpose and Phi Kappa Tau survived the tumultuous economic and social climates of the early 20th century. Even with past success, the need of a permanent mechanism for Phi Kappa Tau’s long-term financial stability was evident.

“We built [the Memorial Headquarters] just as the Depression hit, and that was paid for—or almost—at the time. The Depression was pretty devastating as far as operations were concerned,” said former Executive Director Jack Anson, Colgate ’47, in a 1986 interview. “Ewing Boles came along about this time with an idea, which he had envisioned, to provide for the financial strength of the Fraternity.”

INCORPORATION The Foundation was the idea of early Phi Kappa Tau leaders who saw the need to establish a permanent fund for Phi Kappa Tau. Brothers were looking beyond the walls of their own chapters.

“We created the Foundation for the educational benefit of the members of Phi Kappa Tau,” said Boles in a 1983 article of FOUNDATION ANNUAL REPORT | phikappatau.org

The Laurel. “The Foundation contributes to the future successes of the Fraternity through educational programs, which benefit the members, strengthen the chapters, and improve the service capabilities of the Headquarters [now Executive Offices].”

Boles, a successful investment banker in Columbus, Ohio, spearheaded the effort to create the Foundation in the late 1930s, and it was formally incorporated as Phi Kappa Tau’s Educational Endowment Fund on Sept. 6, 1945.

“During all this time we had been talking together and planning together and trying to get enough funds together to make it worthwhile,” Boles said. “By that time everybody had agreed that this was a thing that would be desirable for the future of Phi Kappa Tau and that we ought to build it strongly and soundly and as rapidly as was possible.”

In addition to Boles, the original incorporators included Past National President E.E. Brandon, Miami ’06, Founding Father William Shideler, Miami ’06, Past National President W.A. Hammond, Miami ’10, and Past National President Henry Hoagland, Illinois ’16.

Being incorporated was a major victory for the Foundation, but it took another four years for contributions to the Foundation to become tax-exempt. It wasn’t until Jan. 17, 1950 that the Foundation gained what is known today as its 501(c)(3) status.

EARLY SUCCESS In the beginning, the Foundation operated quietly and behind the scenes. The primary purpose was to accumulate and invest funds as a permanent endowment, but little evidence exists to suggest active wide-spread solicitation. Boles raised money from past presidents and national officers whenever he visited them, usually just $5 or so at a time. Among these important small donations, a few significant gifts were excepted publicly. Phi Kappa Tau dreamed bigger. Alumni and their families saw the importance of this movement and began to give the Foundation gifts of real estate, stocks, bequests, and artwork.

The widow of Founding Father Clinton Boyd, Miami ’06, gave $1,000 in 1955 to create a fund in her late husband’s memory.

In 1958, Brandon bequest $5,000; Shideler made a gift of stock worth $5,000 to the Foundation that same year. After Shideler’s death in Dec. 1958, hundreds of alumni contributed to a Shideler Memorial Fund, which provided scholarships and loans to deserving students.

Through the ’60s and ’70s, a number of fundraising efforts were launched. Assets reached $133,000 by 1967, and the Board of Trustees set a goal of growing assets to $500,000 by 1974, including a $50,000 three-year matching challenge beginning in 1969.

Prior to his death in 1979, Past National President Roland Maxwell, Southern California ’22, created a charitable trust to benefit the Foundation. Past National President and Foundation Trustee Harold Short, Colorado State ’36, donated the Alpha Sigma chapter house to the Foundation to boost its assets base, and an endowed scholarship was created by Past Foundation Trustee Paul Elfers, Wisconsin-Madison ’24.

By the early ’80s, Foundation assets had grown modestly to about $800,000. Considering where it all began, the endowment reached a point worthy of applause, but the needs of the Fraternity had increased at a faster rate.

THE BOLES CHALLENGE Demand for more educational and leadership development programming and scholarships was evident. Foundation and Fraternity leaders all agreed that for Phi Kappa Tau to realize its potential, more funds were needed and a major fundraising LEARNING. LEADING. SERVING.

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campaign was necessary. This consensus led to what can be considered as one of the most important lunches in Phi Kappa Tau history.

“Prior to that luncheon, I was in Tom Cunningham’s home in Oklahoma City, and we made a commitment then that collectively we were going to raise money to support the Foundation,” said Past National President and former Executive Director John Green, Nebraska Wesleyan ’60. “We called Ewing and said, ‘Ewing, we need your help, and we need your support.’”

After substantial planning and consideration, Boles met with a group of Fraternity and Foundation leaders in Columbus, Ohio, in Dec., 1982. Over lunch, he issued a dramatic challenge.

“To my recollection, he just said, ‘I am going to make a million dollar gift and here is what I want you guys to do,’” Green said.

“He didn’t expect us to make million dollar gifts, but he did expect us to make a gift that was significant to us in our position in life at the time. Ewing had a way of very politely breaking your arm if you didn’t do what he asked you to do.”

These leaders laid the groundwork for The Decision for Phi Kappa Tau Campaign with an original goal of raising $2 million. It was soon realized the goal was not high enough. It became $3 million. The proposed campaign was a novel idea, and it was also an idea with transformative potential.

“We had only a fair amount of money at that time, and no national fraternity, as far as we knew, had ever put on a campaign to raise important money for its foundation, and for its future growth and protection,” Boles said.

Boles issued the challenge saying that he was prepared to make the largest gift ever made to a fraternity foundation to match gifts to the Foundation—up to a total of $1 million. With that challenge, The Decision for Phi Kappa Tau Campaign launched in 1983. The formal announcement came at the 46th National Convention in Gulfport, Miss.

“No matter how much I do for Phi Kappa Tau, I can never repay it for what it has done for me,” said Boles during the campaign’s announcement.

The personal financial investment Boles made earned him due acclaim from both Phi Kappa Tau and the fraternal world atlarge. At that same Convention, the National Council named him honorary founder of Phi Kappa Tau and dedicated the National Headquarters in his name. Then the North-American Interfraternity Conference (NIC) awarded him the NIC Gold Medal, which is presented for lifelong service to the interfraternal community and is the highest honor that the NIC can bestow, in 1985. The accolades were far from Boles’ motivation for the groundbreaking gift. “[His gift] did what he wanted it to do,” Green said. “He gave the impetus to raise the money we needed to make the Foundation significant. People were excited about his gift, no question. We were excited because that gave use something to talk about, something to brag about when meeting with alumni.”

THE DECISION FOR PHI KAPPA TAU Past Foundation Chairman Dan Huffer, Ohio State ’61, was general chairman of the campaign and, naturally, because his gift made the campaign possible, Boles served as honorary chairman. One of the core drivers of the campaign was to increase funding for educational programming.

“The Foundation expects greater results by supporting comprehensive programs and systems already in place,” Boles said. “With a firm financial base, we will be in a good position to support new programs as they are needed.”

Along with programming, the campaign focused on raising necessary funds for scholarships, grants, headquarters’ renovations and overall improved chapter resources.

“Although the National Fraternity cannot take 100 percent

Foundation trustees and distinguished trustees pause for a picture during the Centennial Celebration in 2006.

Back Row: Bill Braund, Westminster ’54, Bob Leatherman, Akron ’60, Joel Rudy, Bethany ’60, Scott Stewart, Nebraska-Kearney ’69, Rodney Wilmoth, Nebraska Wesleyan ’57, Charlie Ball, Miami ’82, Norm Brown, Ohio State ’50, Tim Smith, Bowling Green ’62, Don Snyder, Cornell ’49, Ray Bichimer, Ohio State ’53, and Jerry Carlton, Ohio ’58.

Front Row: Nick Rachford, Cincinnati ’64, Jim Hamilton, Ohio State ’63, Greg Heilmeier, Bethany ’86, Jim Heilmeier, Kent State ’49, Don Phillips, Texas ’82, Robert Aldridge, Washington ’54, and Mel Dettra, Ohio State ’45.

LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

Paul Elfers, Wisconsin-Madison ’24, and Bill Jenkins, Bowling Green ’57, at the 50th National Convention in Long Beach, Calif. in 1991.

responsibility for the health of the chapter, its primary mission is to monitor and service each chapter,” said Past National President and Foundation Chairman Ray Bichimer, Ohio State ’53, in a 1983 The Laurel article. “The campaign is meant to ensure the sound future of each of our chapters — an achievable goal if the campaign is successful.”

A reason why similar campaigns were not common in the fraternal world was because the necessary cooperation between any fraternity and its foundation was not commonplace yet.

Boles provided perspective on why that divide was not too great to cross.

“Although they are separate organizations with separate governing boards, the Foundation exists to support the Fraternity’s members,” Boles said. “Internal Revenue Service rules and regulations guide the Foundation, but it is the funding arm of Phi Kappa Tau. Essentially, the Foundation promotes the educational and charitable goals and objectives of the Fraternity.”

By the time the campaign ended on Dec. 31, 1984, it had well exceeded its ambitious goal. Ultimately, the campaign raised $3.2 million.

The Decision for Phi Kappa Tau changed the face of the Foundation and ultimately the future of Phi Kappa Tau. The Foundation now had the means to support the Fraternity in ways it hadn’t had the capacity to before. Proof of that still exists in Leadership Academy, which was launched in 1988 due to a dramatic increase of grants to fund educational programs.

ANSON’S RETURN A significant byproduct of the campaign was the caliber of men who worked to ensure its success. Boles was able to convince Jack Anson, to postpone full retirement and serve as the campaign director.

“Ewing just thought an awful lot of Phi Kappa Tau and the people who were behind the fundraising process, especially Jack,” said Green.

Anson, who announced his retirement as the executive director of the NIC in 1982, would now travel to Oxford twice a week and worked on a part-time basis.

With Anson on board to lead the administrative and fundraising efforts of the Foundation, several other “familiar FOUNDATION ANNUAL REPORT | phikappatau.org

faces” began to get involved with the campaign. During Anson’s tenure as the Fraternity’s executive director he built relationships with countless alumni. These alumni had a great affinity towards Anson and were now successful businessmen who supported Phi Kappa Tau, and the campaign, in a significant way.

“Jack Anson always sought those special brothers who were, as he called them, the ‘Keepers of the Flame,’” said Past National President and Foundation Vice Chairman Greg Hollen, Maryland ‘75. “He believed that each of us—if we dug deep enough—could find the spark in our Fraternity experience that warmed our careers and our lives.”

A key group of former staffer members supported the campaign, and remained involved in the life of the Fraternity and Foundation for decades afterwards. Men such as Past Foundation President Ross Roeder, Michigan State/Michigan Tech ’58, Past Foundation Trustee Bob Leatherman, Akron ’60, past National Councilor Mike Raleigh, Oklahoma State ’58, and Past National President and Foundation Vice Chairman Tom Cunningham, Nebraska Wesleyan ’57, committed themselves to Anson and the Fraternity for a lifetime.

As the Foundation’s ability to support Phi Kappa Tau’s mission grew, so did its professional staff. With the financial assistance and a generous donation from J. Paul Albert, Miami ’21, an Oxford office was established specifically for the Foundation in 1986. The new office was located at 14 North Campus Ave., in an historic house that had been Phrenocon’s first house in 1909.

To build upon the relationship between the Fraternity and Foundation, the new office was conveniently located directly across the street from the National Headquarters.

BOLES’ LEGACY The Foundation’s story cannot be separated from Boles’ story, because, no individual has had the impact he did. He served as Foundation Board of Trustees chairman for nearly 50 years.

“For seventy some years he was a guiding force, if not the guiding force for [Phi Kappa Tau],” said Past Foundation President Fred Mills, Ohio State ’66, in a 1993 tribute video created for Boles. “He has ensured the financial stability of the Fraternity forever. I think all of us who knew him, one respected him immensely for what he accomplished, but also just loved him on a personal basis because he was just so special.”

Boles demonstrated a final act of generosity when he

Jack Anson, Colgate ’47 and Ewing Boles, Centre ’14, shake hands after the plaque that officially named the Fraternity’s Headquarters as the Ewing T Boles Building.

LEARNING. LEADING. SERVING.

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the two that we just got to get along,” said Green, who is now Foundation Board of Trustees secretary. “In the best interest of Phi Kappa Tau, both the Foundation and the Fraternity have to support each other and help each other, or we might slip and slide the wrong direction. But our relationship is unique in the fraternity world; there are not a lot of groups that have this kind of relationship to the extent we do.”

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Greg Hollen, Maryland ’75, presents Jim Hamilton, Ohio State ’63, with a Heritage Society plate at the 58th National Convention in Louisville, Ky. in 2008.

established a $3.7 million trust at his death in 1992. Boles carefully crafted the trust to provide income in perpetuity to fund special projects and programs that could not be funded from other sources. While his generosity is impressive and paralleled by few alumni across all fraternities, it is Boles’ lifelong dedication to Phi Kappa Tau that guaranteed his legacy will last long beyond his entrance in to Chapter Eternal.

MOVING TO MORNING SUN Former Executive Director William Jenkins, Bowling Green ’57, took the Foundation’s helm in 1991. Jenkins not only had more than 15 years of professional experience with Phi Kappa Tau, highlighted by eight years as Fraternity executive director in the ‘70s, but he had also served as former staff committee chairman during The Decision for Phi Kappa Tau. By 1999, Phi Kappa Tau had outgrown its headquarters facilities. The growth in assets allowed the Foundation to purchase a state-of-the–art office building to house both organizations located at 5221 Morning Sun Road in Oxford, Ohio.

Before the move, the two staffs were spread out across three different buildings in Oxford. Having both staffs coexist in the same building was another milestone in strengthening Phi Kappa Tau. “When we made the decision to purchase the new building it allowed us to have all the staff in the same building, so that we rubbed elbows with each other,” Jenkins said. “The left hand knew what the right hand was doing and vice versa. I think that was a critical move. Not only was that not a wise choice, being spread out from an expense standpoint, but it drove the staff crazy, particularly in bad weather when we had to crisscross the street to get to each other’s office.

To further strengthen communication and cooperation between the Foundation and Fraternity, former staff member Steve Hartman, Muskingum ’89, assumed the role of chief operating officer of both the Fraternity and the Foundation, in 2002. The title was soon changed to chief executive officer, and Hartman reported to a coordinating committee that had representatives from both organizations, which kept both, while legally separate, working together toward common goals to benefit Phi Kappa Tau as a whole.

“I think there is a pretty significant understanding between LEARNING. LEADING. SERVING.

THE CENTENNIAL As Phi Kappa Tau approached its Centennial, the Foundation began once again, look at the future. Norm Brown, Ohio State ’50, was recruited to lead the Board of Trustees. Brown was a retired chairman and CEO of Foote, Cone & Belding, one of the largest global advertising agencies. Through the leadership of Hartman and Brown the Foundation focused a considerable amount of time on strategic planning.

These strategic planning efforts were not the typical nonprofit planning effort. However, Brown brought in experts in the fields of finance, investment and governance to consult with the Foundation and draft a plan that would guide it through the Centennial and beyond.

This strategic planning process prompted a second capital campaign, launched in 2004 with a $6 million goal. This campaign, co-chaired by past Foundation Chairman Jerry Carlton, Ohio ’58 and Past National President Charles Ball, Miami ’82, and staffed by John Green, Nebraska Wesleyan ’70,

During the Centennial Celebration in 2006, Charlie Ball, Miami ’82, Greg Hollen, Maryland ’75, and Jerry Carlton, Ohio ’58, cut the ribbon to open the new Centennial Gardens located adjacent to the Executive Offices in Oxford.

ultimately raised $6.5 million in current and deferred gifts, further bolstering the Foundation’s endowment.

In addition, that campaign made significant improvements to the Executive Offices’ building, adding the Centennial Gardens and a museum, named in honor of Past Foundation Chairman Norm Brown to recognize his significant contributions of leadership and financial resources.

To recognize donors who have provided for the Foundation in their estates or with other planned gifts, a Heritage Society was formed initially with over 100 members. Estate gifts have provided significant support to the Foundation, including a recent major bequest from Charles Shaw, UC Berkeley ’49, which created the Charles Shaw Fund which will continue to grow and generate income.

FOUNDATION ANNUAL REPORT | phikappatau.org

Dick Michael, Michigan Tech ’70, works with a young brother during the 2013 Presidents Academy in Tampa, Fla.

MOVING FORWARD The support of individual chapters has also become a hallmark of the Foundation in recent years, with the creation of Chapter Educational Grant funds allowing alumni to support the

educational activities of their chapters. Chapters have used these funds to create local scholarships, to support participation in educational programs and to fund educational aspects of housing projects.

“Dollars from our caring donors make an impact in the lives of our young brothers,” said CEO Tim Hudson, Truman State ’97.

“The loyalty and commitment of our brotherhood is a testament to the Phi Kappa Tau experience.”

Phi Kappa Tau’s current range of top-quality leadership programming, philanthropic initiatives and scholarships simply would not be possible without the continued support of the Foundation and the loyal and generous donors who have made gifts large and small.

In 2015, the Foundation entered into a new strategic planning process. The process, led by Foundation Trustee Tom Jeswald, Ohio ’63, will continue to progress and prepare the Foundation for the next 70 years.

“My favorite theme within our Strategic Plan is ‘Relationships,’” said Foundation Executive Director Tyler Wash, Georgetown ‘06. “Building meaningful relationships with loyal brothers and friends is the key.”

The hallmark of the Foundation in the 70 years since its inception, and even in the years leading up to it, is the progressive thinking of its leadership that has successfully guided it in creating worthwhile programming and recognition initiatives.

The lifeblood of the Foundation, has been and will always be the donors who believe in Phi Kappa Tau’s mission and the necessary role the Foundation plays in supporting it.

`

For the past 70 years, members and friends of Phi Kappa Tau have advanced the Fraternity’s mission by providing philanthropic support to members and programs through the Phi Kappa Tau Foundation. The Foundation is proud of what it has accomplished in the first seventy years but with an eager anticipation for what we can accomplish in the future. The Foundation is proud to take time to both celebrate our successes and further support Phi Kappa Tau’s ideals of Learning.Leading.Serving.

Join the Celebration! phikappatau.org/givenow

FOUNDATION ANNUAL REPORT | phikappatau.org

LEARNING. LEADING. SERVING.

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EWING T BOLES

SOCIETY No matter how much I do for Phi Kappa Tau, I can never repay it for all it has done for me.

— Ewing T Boles, Centre ‘14

Success that spans generations relies on sustained support from visionary leaders. The mantle of leadership once donned by Ewing T Boles is carried today by a group of individuals who realize that Phi Kappa Tau’s pursuit of greatness can only be achieved through the philanthropy of today’s leaders.

The Foundation recognizes the philanthropic leadership of its greatest supporters by awarding them membership in the Ewing T Boles Society, an honor reserved for individuals who contribute $1,000 or more annually.

Boles Society members make an impact by joining at the level most appropriate for them: Society level at $1,000, Red Carnation level at $2,500, or Laurel Wreath level at $5,000. The Foundation’s most generous donors are recognized as members at the Chairman’s level by giving $10,000 or more.

LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

2014 EWING T BOLES SOCIETY

The Ewing T Boles Society ensures the Foundation can provide Phi Kappa Tau the financial support it needs to deliver an increasingly more powerful Fraternity experience. These outstanding individuals advance the Fraternity through their philanthropic leadership.

CHAIRMAN’S LEVEL

James B Bacon, Michigan Tech ’59 Raymond A Bichimer, Ohio State ’53  Children’s Heart Foundation Ray Clarke, Bowling Green ’51  + Jimmy A Gay, Georgia ’68 John D Good, Ohio ’47  + Harry Huge, Nebraska Wesleyan ’56 William L Jones, Mississippi State ’60 David A Ruckman, Ohio State ’62   Charles M Shaw, UC Berkeley ’49 +

LAUREL WREATH LEVEL

C William Bowmaster, Nebraska Wesleyan ’53 + Steve W Chaddick, Georgia Tech ’70  Joseph H Grimes, Kansas State ’59 Thomas M Koon, UC Berkeley ’60 Emily McCann Scott G Stewart, Nebraska-Kearney ’69 

RED CARNATION LEVEL

Nickolas Davatzes, St John’s ’60 John M Green, Nebraska Wesleyan ’60  James S Hamilton, Ohio State ’63  Gregory M Heilmeier, Bethany ’86  Jim K Heilmeier, Kent State ’49  Thomas A Jeswald, Ohio ’63  Rick A Keltner, Sacramento State ’76   Roy O King Jr, New Mexico State ’73 Thomas J McWilliams, Colorado ’66 Richard F Michael, Michigan Tech ’70   Michael V Powell, Mississippi State ’81 Daniel J Simonetti, Kansas State ’87 Thomas C Skena, Bethany ’81 

SOCIETY LEVEL

Apple Foundation David W Ash, Cincinnati ’69 Douglas Bambeck, Kent State ’93 Randi Berger Joshua J Bleidt, Eastern Kentucky ’96 



Foundation Trustee



Distinguished Trustee



National Councilor

+

Chapter Eternal

William F Brasch, Louisville ’67  William G Braund, Westminster ’54  Norman W Brown, Ohio State ’50  John H Cuturilo, North Carolina State ’73 Daniel M Dauer, Old Dominion ’67 C Brent DeVore, Ohio ’61 John E Donaldson, Ohio ’49 Michael D Dovilla, Baldwin Wallace ’94   Stephen M Dunn, Colorado ’66 Larry Enterline, Case Western ’71 Charles G Erickson, Nebraska Wesleyan ’56 Donald E Fender Jr, Ohio State ’58 Will Stratton Fisher III, Miami ’80  J Thomas Freeman Jr, Florida ’84 Michael L French, Kent State ’88 Evon W Friend, Kent State ’87  Wesley R Fugate, Centre ’99  Michael T Gabhart, Georgetown ’95 John C Gray, Oklahoma State ’04 Brian T Hardy, Westminster ’93  Stephen A Harrell, Iowa State ’66 C Steven Hartman, Muskingum ’89 Bruce C Hoag, Bradley ’65 Dale Holland, Kent State ’87  W Tim Hudson, Truman State ’97   William D Jenkins, Bowling Green ’57 John A Johnson, Mississippi State ’64 Larry E Jones, Nebraska Wesleyan ’70 John L Kaczynski, Central Michigan ’04 Garry A Klingbergs, Cleveland State ’82 David C F Lapinski, Penn State ’74 Charles L Leemon III, Ole Miss ’69 James J Lewis, Central Michigan ’04 J Kenneth Loewen Jr, Colorado ’80 Michael D Lummus, Belmont ’06 William C Macak, Florida State ’73 JH Mahaney, Bethany ’87  Warren K Mattox, Nebraska Wesleyan ’69  Mark Matusick, Kent State ’87 Sean J McManus, East Carolina ’97 Daniel K Miller, Illinois ’78

FOUNDATION ANNUAL REPORT | phikappatau.org

Steven F Moore, Rutgers ’99 Stephan M Nelson, Southern Mississippi ’73 Craig A Noble, Bethany ’85 Joshua M O’Brien, Cincinnati ’97 David Ozag, East Carolina ’05 + Eugene W Peck Jr, Nebraska Wesleyan ’59 David H Perkins, UC Berkeley ’48 Donald James Phillips II, Texas-Austin ’82  Robert E Plumleigh, Southern California ’47  Rob Reese, Kent State ’87 Christopher Rezek, Ohio State ’87 Jeffrey L Rivard, Central Michigan ’65  Fon Rogers II, Transylvania ’71 Gary L Rose, Tennessee ’83 Edwin M Rosser, Colorado State ’61  Adam J Samson, Old Dominion ’07 John H Sayers, Bethany ’78 Stanley L Schell, Oklahoma State ’02 Martin Schendel, Michigan Tech ’81 Gary C Smith, Cornell ’60 Timothy F Smith, Bowling Green ’62  Terryl E Stewart, Nebraska Wesleyan ’64 Cliff D Unger, Arizona ’98  Tyler C Wash, Georgetown ’06  James C Zakos, Southern Illinois ’68

GOLD LEVEL

Brian H Browne, Case Western ’06 J Andy Cole, Belmont ’11 Jamison R Heard, Evansville ’12 Geoffrey T Hilt, Arizona ’12 Alex R Koehler, Mount Union ’07 Jordan M Loeb, Indiana ’06 Ben Schilling, Nebraska Wesleyan ’12 Dylan M Tevlin, Chapman ’10 J Cole Yearwood, Oklahoma State ’09

Chairman’s Level The Chairman’s Level is awarded to donors who contribute $10,000 or more annually.

Society Level The Society Level is awarded to donors who contribute $1,000 or more annually.

Laurel Wreath Level The Laurel Wreath Level is awarded to donors who contribute $5,000 or more annually.

GOLD Level GOLD level is awarded to graduates of last decade (2004-14) donors who contribute $100 multiplied by the number of years since graduation.

Red Carnation Level The Red Carnation Level is awarded to donors who contribute $2,500 or more annually.

LEARNING. LEADING. SERVING.

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Financial Report 20

“I owe it to Phi Kappa Tau and myself to pay it forward. It is my chance to impress upon young minds how they can and will be great leaders.” —Ricky Bailey, Florida State ’03 The BOLES TRUST was established through the estate of Honoary Founding Father Ewing T Boles, Centre ’14. Boles set up the original Phi Kappa Tau Educational Endowment in 1945 in Columbus, Ohio. In 1985, Boles donated a matching gift of $1 million for the Decision for Phi Kappa Tau Campaign, which was the largest gift to a fraternity foundation at the time. In his estate plan, he left the Foundation another gift of $3 million in a trust. His son E Thomas Boles, William & Mary ’39, has also been a loyal donor to the Foundation.

The Boles Trust underwrites a significant portion of the programming that is provided by the Fraternity to chapters and brothers, including chapter services, Leadership Academy, Presidents Academy, Building Men of Character Retreats and Regional Conferences. In 2014, the Boles Trust contributed $245,000 to programming.

The GENERAL ENDOWMENT was established through gifts from donors who prefer to have their donations pooled with others to be used for the long-term health of the organization and its programs. The Foundation Board of Trustees has oversight of these funds and their utilization. In 2014, the General Endowment contributed $85,000 to programming and scholarships.

RESTRICTED/CHAPTER FUNDS are those gifts that a donor can either designate for the long-term or short-term.

These gifts are designated for a specific purpose, program, chapter or other educational pursuit that is related to the Fraternity.

Examples of these funds are Chapter Educational Grants, Named Scholarships and Cornerstone Endowments. In 2014, Restricted/Chapter Funds generated $202,000 in support of students, chapters and the SeriousFun Children’s Network.

The ELFERS/OMEGA SCHOLARSHIP FUND was established through the estate of Paul A Elfers, Wisconsin-Madison ’24. The fund grants six scholarships per year to deserving brothers. In 2014, the Elfers/Omega Fund distributed $21,000 in scholarships.

The CHARLES M SHAW FUND was established in 2013 through the estate of Charles M. Shaw, UC Berkeley ’49, The Shaw estate gift will be the second largest single donation to the Foundation following the Boles estate gift. The Foundation Board of Trustees has oversight of this and its utilization. The fund granted 10 scholarships to deserving brothers, one designated to Shaw’s chapter at UC Berkeley. In 2014, the Charles M Shaw Fund contributed $12,500 to scholarships.

The BROTHERHOOD FUND is the annual campaign for unrestricted support. These dollars are limitless in their ability to help every member and enhance the Phi Kappa Tau experience. These unrestricted dollars directly support the general budget for all Men of Character Programs, the general scholarship fund, administrative expenses, chapter development programming, the Fraternity website, alumni programming and expansion. In 2014, the Brotherhood Fund raised $207,000 as operating income.

Total Assets

$12.3 Million

LEARNING. LEADING. SERVING.

Total Support

$714,000

FOUNDATION ANNUAL REPORT | phikappatau.org

2012

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2013

2014

Boles Trust Named Scholarships & CEGs Real Estate--5221 Morning Sun Road Cash and Pledges Receivable General Endowment Other

PHI KAPPA TAU FOUNDATION Statement of Functional Expenses for years ending June 30

Grants & Scholarships 2012 2013 2014

$375,211 $420,165 $357,772

Alumni Relations & The Laurel $56,783 $113,961 $142,075

FOUNDATION ANNUAL REPORT | phikappatau.org

Management & General $360,510 $294,485 $276,854

Fundraising & Membership Total Development $60,486 $852,990 $110,131 $938,742 $78,510 $855,211 LEARNING. LEADING. SERVING.

Men of Character Programs 22 “I see the positive difference our Men of Character Programs are making for today’s

Phi Taus. By contributing to the Phi Kappa Tau Foundation, I am assured these unique opportunities will continue.” —Warren Mattox, Nebraska Wesleyan ’69 Men of Character Programs enhance the Phi Kappa Tau experience by creating unique opportunities for members to develop leadership skills, better understand the principles of the Fraternity and reflect on how they can strengthen their chapters. Each year, the Foundation provides the financial support necessary to grow these programs and, as such, advance the mission of the Fraternity.

LEADERSHIP ACADEMY is the Fraternity’s premier, individualized leadership-development program for rising Phi Kappa Tau leaders. The four-day program is offered in three sessions of 40-60 students at summer camps across the country.

PRESIDENTS ACADEMY is designed for new presidents to gain a deeper understanding of the responsibilities of a chapter president. Participants learn to lead effective chapter meetings, lead an effective Executive Council, create constructive relationships beyond the Resident Council and take positive action during times of challenge.

REGIONAL CONFERENCES are one-day conferences focused on preparing incoming officers to be strong and effective leaders and managers throughout the year, while providing additional members training to be more effective chapter leaders.

VOLUNTEER DEVELOPMENT INSTITUTE is a two-day program designed for volunteers who work directly with chapters. It is focused on working with today’s college students, as well as providing the volunteer with an intensive understanding of the national organization and all related policies.

BUILDING MEN OF CHARACTER RETREATS are two-day, chapter-focused programs that result in the chapter developing a vision and plan of action for positive change in the chapter.

GOOD TO GREAT RETREATS are four-hour programs designed to assist chapters with specific needs. Modeled after ideas for success presented in Jim Collins’ book, “Good to Great,” the programs focus on such topics as recruitment, Ritual, executive council transitions and risk management.

Learn more about Phi Kappa Tau’s Men of Character Programs at

phikappatau.org/programs LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

2014 MEN OF CHARACTER SPONSORS

The Foundation supports the Fraternity’s Men of Character programs with general and specific gifts that donors allocate for certain programs. These program scholarships are given by members and friends who understand the importance of leadership development. A scholarship to a Men of Character program allows the leaders of tomorrow to attend these programs at minimal cost to themselves or their chapter.

Lisa A Adams, LA Timothy J Bowie, Ohio ’82 LA Garry A Klingbergs, Cleveland State ’82 LA Christine Licata BMC Elmo L Bowman, Oregon State ’50 LA Richard F Michael, Michigan Tech ’70 SF Jared Dustin Brown, Georgetown ’05 LA Timothy M Burkhart, Purdue ’95 LA Nathan Peterson, Michigan Tech ’13 LA Gardner Davison Burton, Arkansas ’89 LA Thomas G Preston, Delaware ’64 SF Childrens Heart Foundation SF Larry K Proctor, Cincinnati ’66 LA Tim W Collins, Transylvania ’78 LA J Michael Pulliam, Centre ’63 SF Walker Curtis, RIT ’92 LA Edward M Rauen, Cincinnati ’98 LA John H Cuturilo, North Carolina State ’73 LA Stephen Rupprecht, Oswego State ’91 SF Daniel M Dauer, Old Dominion ’67 LA Vincente P Sandy, Ohio ’02 LA Robert Adolph Davit, Bradley ’86 LA C Allan Schurr, Case Western ’41 LA Raymond E Evans II, St John’s ’63 SF Brad Seamon, Rider ’88 SF Rob Fecke, Wright State ’94 SF Eric J Sharkey, Maryland ’13 LA John G Flick, Rensselaer ’73 SF Whitney A Tice, Evansville ’99 LA Wesley R Fugate, Centre ’99 LA Tommie K Tinker, Cal State-Fullerton ’97 LA Joseph F Galvin, Michigan State ’61 LA Kenneth J Vonasek, Connecticut ’67 SF Robert J Girard Jr, North Carolina State ’65 SF W Byars Wells, Transylvania ’98 LA John C Gray, Oklahoma State ’04 SF Richard Wilson, Indiana ’81 LA Joseph H Grimes, Kansas State ’59 LA SF Lloyd G Young, Penn State ’50 LA James S Hamilton, Ohio State ’63 LA Nicholas F Zappitelli, Florida State ’03 LA Preston L Hassler Jr, Auburn ’56 LA John D Hora, Indiana ’52 LA LA Leadership Academy Sponsor Gary A Johnston, Case Western ’69 SF PA Presidents Academy Sponsor Stephen M Kiene, Kentucky ’04 LA RC Regional Conferences Sponsor Marlin Kitchen, Michigan Tech ’59 LA BMC Building Men of Character Retreat Sponsor VDI Volunteer Development Institute Sponsor SF SeriousFun Stipend Sponsor

BMC RETREATS IN ACTION

Many Men of Character Programs focus on preparing individuals to lead within their chapters, but Building Men of Character (BMC) Retreats prepare chapters to lead on their campus and strive to be better.

“This retreat helped members to learn about and appreciate each other; discuss and agree on colony goals; and develop a sense of brotherhood, which I could feel, especially during our closing of the retreat,” said Ron Kocher, Ohio State ’61, Zeta Theta BOG chairman and recent Key Award recipient. The Zeta Theta chapter at North Texas knows this better than most, because it was their BMC Retreat that gave them the inspiration and drive to earn their charter.

“Seeing ambition in your brothers is inspiring and helps with group cohesion.

Knowing you have men of character supporting each other with a vision and direction is impactful,” reflected Kannon Callis, North Texas ’15, a founding father of the chapter and a BMC Retreat participant.

91%

of chapter presidents completed Presidents Academy feeling empowered to make positive change within their chapters

98%

of chapter officers left a Regional Conference confident in their ability to confront chapter issues as a team

95% of alumni volunteers left the Volunteer Development Institute able to identify the three core responsibilities of a Fraternity volunteer

98% of emerging leaders graduated Leadership Academy believing they could make a difference in their chapter, on their campus and in their community

700+

Undergraduates attended a Good to Great Retreat in the last two years

BMC Retreats take the brotherhood of a chapter and push members to strengthen it before leading the chapter through a conversation about its goals and the mark of distinction it aspires to leave on its campus and within Phi Kappa Tau.

FOUNDATION ANNUAL REPORT | phikappatau.org

LEARNING. LEADING. SERVING.

23

Heritage Society 24

“I believe in what Phi Kappa Tau is doing to help mature youth into outstanding young men. The opportunities that have been afforded to me because of Phi Tau and the relationships I have formed are things that I could never fully pay back. Supporting the Heritage Society is my way of saying thank you for all the Fraternity has done for me.”

—Joey Raymond, Georgetown ’98 For thousands of Phi Kappa Tau alumni, an ongoing connection to the Fraternity is a lifelong passion demonstrated in part by their support of the Phi Kappa Tau Foundation. Many extend that passion beyond their lifetime by including a charitable gift to the Phi Kappa Tau Foundation in their estate plans.

Phi Kappa Tau members from all walks of life, with estates ranging from modest to complex, have shared a common bond through the years which is their abiding interest in assuring that their undergraduate brothers have access to the best possible leadership development and educational opportunities. An estate gift can help ensure these opportunities for generations to come.

A bequest to Phi Kappa Tau may be made through a will or living trust in the form of cash, securities, real estate or other property. The donor should specify that the Phi Kappa Tau Foundation is to receive a certain amount or percentage of their estate or particular assets, or the remainder of their estate after providing for heirs.

The Foundation recognizes and honors those who elect to make estate gifts and other forms of deferred gifts by including their names in the Heritage Society. By committing to an estate gift, these members join the likes of Ewing T Boles, Centre ’14, Roland Maxwell, Southern California ’22 , Charles M Shaw, UC Berkeley ’49 and others whose support both during their lifetime and upon entering Chapter Eternal have left a legacy to be remembered always.

Thank you, Dr. Shaw!

Last year, the Foundation proudly awarded 10 new scholarships bearing the name of the late Charles M Shaw, UC Berkeley ’49.

Shaw was so inspired by the strides he saw Phi Kappa Tau making that he generously provided for the Foundation in his estate.

His generosity will touch brothers for generations to come and ensure the Foundation’s ability to continue providing financial support to the Fraternity and its members.

LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

2014 HERITAGE SOCIETY

25 The Heritage Society was established to honor and recognize the Fraternity’s alumni and friends who have made provisions for future generations of students through wills, bequests, life insurance, trusts and other planned gifts. The plus sign (+) represents those Phi Kappa Tau brothers who have entered Chapter Eternal. Their legacy continues to live on through their gift to the Phi Kappa Tau Foundation.

John M Alvenus, St. John’s ’89 Eldon C Baber, Cal State-Long Beach ’79 Kent Robert Bailey, Arkansas ’89 Charles T Ball, Miami ’82 Robert G Bartheld, Iowa State ’49 William W Bateman, Colorado ’70 + Rhett D Bentley, Auburn ’74 Joshua J Bleidt, Eastern Kentucky ’96 Roscor E Blyler, Penn State ’41 + Ewing T Boles, Centre ’14 + William O Boles, Kentucky ’49 + C M Britt, Transylvania ’35 + Stephen Brothers, UC Berkeley ’66 Norman W Brown, Ohio State ’50 William S Budd, Illinois ’31 + David C Cathcart, Delaware ’24 Ray Clarke, Bowling Green ’51 + Robert P Cook, Florida State ’81 John F Cosgrove, Florida ’68 + Lewis M Culver, Colorado ’24 + Thomas C Cunningham, Nebraska Wesleyan ’60 + Jay B Davis, Webber ’82 Melvin Dettra, Ohio State ’45 + Michael D Dovilla, Baldwin Wallace ’94 Alan W Dunn, Hobart ’78 + Michael R Ecton, Georgetown ’00 Paul A Elfers, Wisconsin-Madison ’24 + Gerald E Feezel, Kent State ’49 + Gary H Fernwood, Bowling Green ’52 F Frederick Fether, Bowling Green ’51 Lawrence L Fisher, Ohio State ’60 Alfred V Fong, Cal State-Fullerton ’67 S Philip Ford, Webber ’81 Daniel R Garcia, Cal Poly-Pomona ’97 William R Goacher, Florida ’58 Adam D Goetz, Clemson ’95 John D Good, Ohio ’47 + F Harrison Green, Ole Miss ’66 John M Green, Nebraska Wesleyan ’60 James S Hamilton, Ohio State ’63 C Steven Hartman, Muskingum ’89

Jon F Hays, Old Dominion ’07 Thomas F Hazelton, Coe ’75 Donald A Henry Jr, Illinois ’35 + Gregory D Hollen, Maryland ’75 Christopher W Hornbrook, Bradley ’80 + Daniel J Houck Jr, North Carolina State ’97 Victor F Hudy, Michigan Tech ’84 Dan L Huffer, Ohio State ’57 Roger D Humphrey, Ohio ’34 + Elmer C Hunter, Colorado State ’40 William D Jenkins, Bowling Green ’57 Kenneth Jordan, Wright State ’74 Robert G Kaiser II, Penn State ’74 Jeffrey C Karpiak, Florida ’69 Rick A Keltner, Sacramento State ’76 Robert E Kennedy, Southern California ’47 Calvin W Klumb, Miami ’58 David C F Lapinski, Penn State ’74 Harry Lash, Illinois ’78 Jeffrey Glen Lawton, Oswego ’90 + Robert Leatherman, Akron ’60 Steven I Lerer, Rutgers ’02 James J Lewis, Central Michigan ’04 Jeffrey D Lewis, College of New Jersey ’97 K Steve Lilly, Evansville ’80 J. Kenneth Loewen Jr, Colorado ’80 Todd A Lucas, Wright State ’94 Michael D Lummus, Belmont ’06 John F Mankopf, Coe ’65 Anthony C Marucci Jr, Mississippi State ’89 Roland Maxwell, Southern California ’22 + James C McAtee, Ohio ’65 Joseph J McCann Jr, Spring Hill ’74 + Tom M McCleave, Bowling Green ’50 Derick Meadows, West Virginia Tech ’90 Paul G Mook, Bowling Green ’50 + John T Muncey, Kentucky ’37 + Todd E Napier, Evansville ’83 Benjamin Nelson, Transylvania ’78 Randy R Nichols, Ole Miss ’72 G Gary Nixon, A kron ’61 David Ozag, East Carolina ’05 +

FOUNDATION ANNUAL REPORT | phikappatau.org

David M Paganucci, Sacramento State ’69 Matthew Parker, Evansville ’93 Kent Parr, Evansville ’76 C Howard Pieper, Texas ’48 + Gary Proud, RIT ’66 Joseph R Raymond Jr, Georgetown ’98 Paul E Raymond, Coe ’23 + Jason James Reckard, Kent Staet ’87 Jeffrey L Rivard, Central Michigan ’65 Ross E Roeder, Michigan State ’58 John R Sabol, Central Michigan ’94 Brent R Seelmeyer, Tennesee ’94 Charles M Shaw, UC Berkeley ’49 + Timothy O Simon, Maryland ’76 Randolph L Smallwood Jr, Franklin & Marshall ’53 + Donald E Snyder Sr, Cornell ’49 Thomas L Tatham, Florida ’31 + Lee H Turk, Louisville ’66 Lewis A Waddington, Colorado ’36 + Darrell A Wells, Longwood ’94 George H Wenzel Jr, Florida ’40 + Victor R Williams, Texas ’51 + Arthur Wilson IV, Longwood ’94 Richard Wilson, Indiana ’81 Kees P Woudenberg, Cal State-Long Beach ’01 Thomas W Young, Mount Union ’34 +

Making a gift to Phi Kappa Tau through a Last Will and Testament is easy.

A brother should ask his attorney to add a provision to his Will naming the Phi Kappa Tau Foundation as a beneficiary of his estate.

Tyler C. Wash Foundation Executive Director twash@phikappatau.org

LEARNING. LEADING. SERVING.

Scholarships, Stipends and Grants “We need to ensure our young men are that are kind of successful Phi Tau brothers, 26 businessman and fathers we want them to be.” —John Green, Nebraska Wesleyan ‘60 The Foundation supports Phi Kappa Tau’s mission by offering scholarships, stipends and grants to members who are excelling in scholarship, leadership and service. Last year, the Foundation awarded nearly $50,000 in academic scholarships and over $300,000 in stipends and grants to recognize individual members and support their pursuit of excellence. The Foundation provides academic scholarships, to students pursuing bacehlor’s, master’s and doctorate degrees. Recipients are carefully chosen based upon their academic success, commitment to Phi Kappa Tau’s ideals and service to their campus, community and Fraternity.

PAUL A ELFERS OMEGA William J Black, Belmont ’06 Drew A Henderson, Florida ’10 Stephen C Riddle, Louisville ’10 Martin Hood, Florida State ’11 Daniel E O’Brien, Rochester ’13 Kannon Callis, North Texas ’15

CHARLES M SHAW

Nate Steiner, Mount Union ’10 Wick C Kaminski, Chapman ’11 Gregory P Koman, Mount Union ’11 Scott J Moehlmann, St. Cloud ’11 Evan K Barnitz, Cincinnati ’12 Jesse P Franklin, Oklahoma State ’13 Benjamin D Holt, Ohio State ’13 Jeff Pullen, Clemson ’13 Tyler France, Lynchburg ’14 Aaron T Vance, Louisville ’14

J OLIVER AMOS

J FRANKLIN S MCMULLAN

JACK L ANSON

HAROLD H SHORT

REA A AND LELA AXLINE

GREGORY D HOLLEN

HEIDI KAHLE

PAUL A ELFERS

EWING T BOLES

ERNEST H VOLWILER

E THOMAS BOLES JR

PARENTS FUND

James D Willard, Central Michigan ’11 Khristian S Smith, Bethany ’12 Zachary D Ganger, Wright State ’12

Connor N Dethlefs, Nebraska Wesleyan ’12 Timothy R Anderson, Mount Union ’13 Alex P Hall, Virginia Tech ’12

Stephen D Barnett, Wright State ’12 G Paul Bailey, Colorado ’80

Anthony Cauataio, Central Michigan ‘12 Alex deWinter, Oklahoma State ‘13

Steven J Steele, Central Michigan ’11 Samuel W Duvall, Bethany ’12 Matthew P Anderson, Lynchburg ’14

ACADEMIC SCHOLARSHIPS The Phi Kappa Tau Foundation provides academic scholarships to students pursing bachelor’s, master’s and doctorate degrees.

Scholarship recipients are carefully chosen based upon their academic success, commitment to the ideals of Phi Kappa Tau and service to their campus, community and Fraternity.

UIFI SCHOLARSHIPS The Phi Kappa Tau Foundation annually awards two Undergraduate Interfraternity Institute (UIFI) Scholarships, which cover tuition for this outstanding inter-greek leadership development program. UIFI is hosted by the North-American Interfraternity Conference.

HONOR SOCIETY REBATES The Phi Kappa Tau Foundation recognizes the outstanding academic achievement of associate and Resident Council members who are selected to become members of Phi Beta Kappa, Phi Kappa Phi, and/or Omicron Delta Kappa by providing reimbursements for initiation fees.

SERIOUSFUN STIPENDS The Phi Kappa Tau Foundation provides SeriousFun stipends to associate and Resident Council members who volunteer for a SeriousFun Children’s Network camp.

CHAPTER EDUCATIONAL GRANTS Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Foundation, which are set up to receive gifts and restrict them for the educational benefit of specific chapters.

LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

27 27

FOUNDATION ANNUAL REPORT | phikappatau.org

LEARNING. LEADING. SERVING.

“Phi Kappa Tau’s contribution to [the camps] is to be applauded, not just because of its financial contribution, but the time and effort that your volunteers provided. It does not pass unnoticed.”

–Paul Newman, Ohio ’43

28

As a special part of the Phi Kappa Tau Foundation’s 70th Anniversary Celebration, the Foundation is honored to increase its commitment to service through the SeriousFun Campaign.

Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network. Founded in 1988 by Paul Newman, Ohio ’43, the then-Association of Hole in the Wall Camps was adopted as Phi Kappa Tau’s national philanthropy in 1995. SeriousFun provides a safe summer camp experience for children with serious illnesses and life-threatening conditions.

Since then, Phi Kappa Tau members have supported the camps through philanthropy and service. Philanthropy events such as celebrity basketball tournaments, car shows, bowl-a-thons and haunted houses raise money for various camp needs. Phi Kappa Tau chapters collectively raise and donate approximately $100,000 to the camps each academic year.

The Foundation also provides $300 travel stipends to any undergraduate wishing to volunteer at SeriousFun camps throughout the country and overseas. As a result of the SeriousFun Campaign, these stipends will become a permanent program within Phi Kappa Tau. The SeriousFun Campaign is an avenue for alumni and friends, who believe in the positive impact of SeriousFun, to play a lead role in ensuring the financial resources necessary to allow any interested brother the opportunity to volunteer at a camp. The ideals of learning, leading and serving remain the priority of the Foundation’s philanthropic support. There is no better way to celebrate Phi Kappa Tau’s commitment to service than by supporting the SeriousFun Children’s Network.

Join the Campaign Team!

Your participation in the SeriousFun Campaign will not only help provide travel stipends but, more importantly, it will provide the opportunity for Phi Kappa Tau brothers to experience the impact of camp and make a difference in the life of young campers.

Camp Champion = $1,000+

Camp Supporter = $500-$999

Camp Friend = $100-$499

Camp Fan = $1-$99

Name a Stipend!

The opportunity to name a SeriousFun Stipend is available with a gift of $10,000. Through a gift of this size, you will ensure that the stipend program exists in perpetuity.

phikappatau.org/givenow LEARNING. LEADING. SERVING.

FOUNDATION ANNUAL REPORT | phikappatau.org

SeriousFun Stipends Phi Kappa Tau brothers travel to SeriousFun camps throughout the country and overseas to serve as positive male role models. Hundreds of men volunteer as cabin counselors, activity specialists, unit leaders and other camp staff during a week or summer as a camp counselor. The Phi Kappa Tau Foundation provides up to $300 in travel stipends to any undergraduate who volunteers at a camp.

Nathan Adlington, Bradley ’12 Matthew P Anderson, Lynchburg ’14 Peter Bizios, Bradley ’13 Ryan Bruchey, Belmont ’10 Michael Bufano, Cornell ’07 Efrem Bycer, Cornell ’06 Austin T Christie, Louisville ’12 J Andy Cole, Belmont ’11 Francisco J Cordero, Southern Illinois ’14 Alex Crooker, Cornell ’12 Trevor Dinelli, Bradley ’12 Tyler France, Lynchburg ’14 Biniam Gared, Cornell ’13 Greg B Haas, Washington State ’08 Ankith N Harathi, Cornell ’12 Jamie Henry, William Paterson ’13 Travis L Hoefler, Cincinnati ’10 Jacob L Jeran, Belmont ’13 Matthew A Kaiser, Bryant ’13 Ryne M Kelly, Illinois-Springfield ’14 Benjamin Lee, Cornell ’13 Frank Li, Cornell ’13 Jordan Lisnock, Cal State-Long Beach ’14

FOUNDATION ANNUAL REPORT | phikappatau.org

Daniel N Margolin, Cornell ’13 Sam McDermott, Cornell ’13 Brian C McGovern, Cornell ’13 Grant McKenzie, Louisville ’12 Keith Merriman, Florida State ’13 Scott J Moehlmann, St Cloud ’11 Miguel Moya, Cal State-Fullerton ’13 Tyler J Neace, Cornell ’13 Casey J Norton, St Cloud ’12 David Novalinski, Bradley ’12 Tyler D Oestreich, Washington State ’11 Jason Persaud, Bradley ’11 Anthony Piane, Bradley ’11 Andrew J Quist, St Cloud ’13 Tye D Rochner, Florida ’12 Kevin H Ruby, Southern Illinois ’08 Derick R Schwedt, Mount Union ’11 Joseph Sedlako, Bradley ’13 Tyler Thomas, Bradley ’11 Kyle Whatley, Idaho AM Brian Wilson, Florida State ’12 Matthew Yaeger, Bradley ’12

LEARNING. LEADING. SERVING.

29 29

SAVE THE DATE! 62ND NATIONAL CONVENTION

30

JULY 6-10, 2016

Sheraton Grand Sacramento Hotel LEARNING. LEADING. SERVING.

Sacramento, Calif.

FOUNDATION ANNUAL REPORT | phikappatau.org

from the archives

31 31

Reach for the Stars “Ah, but a man’s reach should exceed his grasp, or what’s a heaven for?”

Honorary Founding Father Ewing T Boles, Centre ’14, began his remarks at the 1983 National Convention with the above quote from Robert Browning’s Andrea del Sarto. “…Those few lines set the tempo for what we have been doing and are going to do in the capital campaign,“ said Boles.

At that point, The Decision for Phi Kappa Tau Campaign had already raised $2,261,000 in just eight months. Boles’ charge to the brotherhood was to “reach for the stars” throughout the rest of the campaign in an effort to support the Phi Kappa Tau Foundation and its various programs.

This was not the first challenge Boles proposed to Phi Kappa Tau. At the December 1982 executive committee meeting for the Phi Kappa Tau Foundation, Boles, who was chairman of the board at that time, announced he would match any gift to the Phi Kappa Tau Foundation up to $1 million. This declaration, known by many as the “Boles Challenge,” sparked The Decision for Phi Kappa Tau campaign and altered the proceedings of the committee’s meeting.

By the end of the meeting, the groundwork was laid for the campaign.

Goals had been outlined to adequately and permanently endow Phi Kappa Tau’s basic educational programs, to expand those programs to meet the demands of the chapters and to also modernize the Phi Kappa Tau Headquarters.

Another large component of laying the groundwork was getting the right people on board. Boles himself persuaded Jack Anson, Colgate ’47, to postpone his retirement from the National Interfraternity Conference in order to lead the committee as the campaign director.

Other brothers who led the way on the campaign committee Dan Huffer, Ohio State ’61, John Green, Nebraska Wesleyan ’60, Thomas Stennis II, Mississippi State ’58, Lawrence Fisher, Ohio State ’60, Raymond Bichimer, Ohio State ’53, Thomas Cunningham, Nebraska Wesleyan ’60, William Jenkins, Bowling FOUNDATION ANNUAL REPORT | phikappatau.org

BY MARTIN L DUNNING, KENTUCKY ’08

Green ’57, Melvin Dettra, Jr., Ohio State ’45, John Meyerhoff, Colgate ’61, Harold Short, Colorado State ’36, Ross Roeder, Michigan State/Michigan Tech ’58, and John Cosgrove, Florida ’68.

These men, guided by Boles’ challenge to “reach for the stars” paired with the help of several brothers solicitation, inevitably broke the campaign’s $3 million goal by $230,000 by its culmination on December 31, 1984.

True to his word, Boles gave $1 million to the Phi Kappa Tau Foundation, which was the largest gift to any fraternity at that time. This gift was part of a long career of service and dedication to the Fraternity, and to pay tribute to his dedication, Boles was granted the title of Honorary Founder of Phi Kappa Tau. He was also recognized by the fraternal world with the National Interfraternity Conference Gold Medal, an award which only three other Phi Taus have received.

It seems only fitting to share Boles’ thoughts on Phi Kappa Tau and on Fraternity, which he shared in a 1986 interview. Until the next time, continue to “reach for the stars,” assist the Fraternity and Foundation, and live the legacy of the Phi Kappa Tau’s Honorary Founder.

“My thoughts regarding the fraternity know no bounds. And I think not only Phi Kappa Tau but the entire fraternity world has a great future ahead of it if they will just do the things that they should do, think the thoughts that they should, think big about the opportunities that are theirs, and think big about the financial obligations that they have so that they can give to the young men of this country the greatest opportunity that they will ever have as fraternity members.

That we can graduate a great number of men each year that will be in high honor, not only in the chapter they represent, but to the various states and to the whole United States of America. To uplift and upgrade and give greater opportunities to the youth of this country so that we turn out into the world men who do great things, not only for their particular fraternity, but for their state, for their families, for their nation, for everybody of concern.”

LEARNING. LEADING. SERVING.

32

Honor Roll of Donors The Phi Kappa Tau Foundation is proud to present the 2014 Honor Roll of Donors. This list recognizes everyone who made a gift between Jan. 1, 2014 and Dec. 31, 2014.

2014

Each donor’s lifetime giving level, starting with the Tau Link at $2,500, is indicated with the symbols listed below.

Members who made a gift in 2014 are listed alphabetically by chapter. Ewing T Boles Society members (donors who contributed $1,000 or more in 2014) are listed first in bold. Gifts from nonmembers are included in the Friends of Phi Tau and parents sections.  First-Time

Donors

Brothers Trust (undergraduates) * + Donors who have entered Chapter Eternal

LIFETIME GIVING LEVELS ∂ Α Β Γ ∆ Ε Ζ √ ♣ ∇ ∝ ♦ ⊕ Φ K T

1906 Society Alpha Circle Beta Circle Gamma Circle Delta Circle Epsilon Circle Zeta Circle Borradaile Circle Shideler Circle Boyd Circle Douglass Circle Phrenocon Circle Old Main Circle Phi Link Kappa Link Tau Link

$1 million+ $750,000+ $500,000+ $250,000+ $175,000+ $125,000+ $100,000+ $75,000+ $50,000+ $30,000+ $20,000+ $15,000+ $10,000+ $7,500+ $5,000+ $2,500+

IN CASE OF ERROR

Every attempt has been made to ensure the Honor Roll is accurate. If you feel the information is inaccurate, contact Administrative Assistant Angie Van Winkle at avanwinkle@phikappatau.org or (800) PKT-1906 x224

LEARNING. LEADING. SERVING.

A

ALPHA Miami .........................

Will Stratton Fisher III ’80 ⊕ Douglas C Adams ’81 K Frank M Adams Jr ’60  David A Arnold ’56 David H Ashby ’58 T Charles T Ball ’82 F Richard L Barnhart ’51 Theodore R Black Jr ’49 Fred G Breitling ’57 T William R Brockschmidt ’57 Francis H Buhler ’47 F Clifford J Callahan ’02 Drew S Callahan ’06 William G Corkins ’57 Trevor M Cost ’00 John C Dan ’74 W Jeffrey Day ’76 Ralph Diguglielmo ’67  Thomas H Dinwiddie ’50 Norman A Dohner ’41 Curtis R Dunseath ’85 Mitchell T Engel ’71 F James S Ertel ’71 Charles P Gerstenmaier ’53 Sam H Halter ’58 Stephen A Hart ’77 Richard L Henn Jr ’49  Norman G Hoyt ’66 Daniel J Johnson ’74 Vincent F Krist ’53 William E Landfair ’55 Donald E Lease ’50 James C Leopold ’52 Jason C Luring ’96 William L MacDonald ’62 William G Mallory ’54 Robert J Manning ’74 Kevin Michael Martin ’81

James P McClanahan ’71 David J Morganti ’00 David L Mueller ’69 Paul W Muenzer ’51 Bruce D Munn ’58 James D Overly ’53 Harold H Paul ’46 T Mark J Pawlak ’76 Thomas W Podwell ’58 Mark Potasiewicz ’88 David S Preuninger ’67 Robert E Saltmarsh ’50 Neil M Smalley ’54 Jon R Spahr ’58 David H Stauffer ’61 Carl H Steiss ’62 Thomas D Swepston ’54 K Tyler Whitmer ’56

B

BETA Ohio .........................

C Brent DeVore ’61 ⊕ John E Donaldson ’49 F John D Good ’47 ∝ + Thomas A Jeswald ’63 ♦ Richard W Borton ’63 Timothy J Bowie ’82 T John H Brannen ’69 Brian E Breittholz ’83 David G Budd ’56 Gary L Clark ’57 Timothy A Cochran ’90 Lawrence W Conrad ’64 John S Doller ’50 George S Drop ’57 Michael P Dull ’63 William Eller Jr ’57 Danny Farrenkopf ’12 * Robert M Fitchko ’69 Christopher Garber ’93 T Brian T Lawrence ’93

FOUNDATION ANNUAL REPORT | phikappatau.org

Guy A Link ’62 Ronald M Mazzeo ’59 David A Miller ’57 Randall L Murray ’58 + Roger L Porter ’49 Joe T Ruby ’69 Vincente P Sandy ’02 Joseph Schoettmer AM * Kyle J Sohner ’12 * Donald M Stansberry ’87 James L Stephens ’58  George V Voinovich ’56 Fred W Wagner ’57 Gordon H Young ’47

G

GAMMA Ohio State .........................

Raymond A Bichimer ’53 √ Norman W Brown ’50 ∆ Donald E Fender Jr ’58 T James S Hamilton ’63 √ Christopher Rezek ’87  David A Ruckman ’62 Ε Robert G Andrews ’54 T Tyler J Andrews ’13 * John B Baker Jr ’44  Donald A Baur ’59 Don W Boone ’52  William R Clevenger ’46 J Allan Dexter ’62 + David M Dreffer ’59 J Scott Fawcett ’57 Robert B Hibbard ’49 + Dan L Huffer ’57 T Philip D Jaeger Jr ’58 Ronald L Kocher ’61 S G Lamping III ’79 Judson J McIntire ’69 Bradley A Myers ’75 Andrew C Perry ’12 * Floyd J Singer ’56 Scot Smith ’61 Harold L Stelzer Jr ’48 Robert D Strung ’69 Thomas J Tibbitts ’51 D Rex Tracht ’65 John R Workman ’68 Gregory M Zimmerman ’74

D

DELTA Centre .........................

Wesley R Fugate ’99 K

Stanton F Bahr ’49 T Tristan B Conroy ’12 * John C Dodson ’68 Leslie A Fugate ’99 T J Michael Pulliam ’63 Nathan A Shuler ’12 * Robert E Wheeler ’53 K Philip Jay Wiseman ’79

E

EPSILON Mount Union .........................

Gene S Allison ’50 Timothy R Anderson ’13 * Winston S Anderson ’57 Ian M Andrews ’01 T Nikolas R Barkley ’13 * Drew F Bercaw ’13 * Greg J Best ’13 * Nicholas M Bester ’12 * Robert W Bragdon ’65 James H Crytzer ’57 Wayne V Denny ’62 Andy Dordea ’43 Arthur F Dundon ’39 Harrison J Falconer ’13 * Roy A Fischer ’57 Charles Gates ’13 * Michael H Gates ’12 * Alex R Koehler ’07 Gregory P Koman ’11 * Alex S Machovina ’13 * William A Mackin ’95 * Mark A Mara ’12  Alexander T McGinnis ’14 * Christopher S Monrad ’72 Tyler A Moore ’13 * Matthew R Mullan ’13 * Anthony J Ocacio ’11 * Richard W. Painting ’64 Benjamin T. Parker ’13 * Brandon Pasvanis ’10 * Tyler D. Portner ’12 * Brian A. Ruhe ’11 * Gavin Rundell ’13 * Clifford D Shields ’41 T Evan C Siefke ’13 * John A Sopko ’12 * Brandon L Stohrer ’11 * David L Stokes ’68 Benjamin W Todd ’11 * Ryan E Turney ’13 * Dennis C Warstler ’68 Zachary Whitehead ’12 * William H Yobi ’12 *

FOUNDATION ANNUAL REPORT | phikappatau.org

Z

ZETA Illinois .........................

Daniel K Miller ’78 Thomas Edward Boldt ’81 Robert G Fox ’50 Elmer C Hawkins ’51  Robert W Johns ’62 Craig C Johnson ’54 Clarence E Klaus Jr ’57 Robert A Nejdl ’51 Robert J Patterson Jr ’62 T Michael John Petit ’78

H

ETA Muhlenburg .........................

Jim H Alderfer ’63 K Jeff T Baird ’01 T Thomas R Bennington ’71 Karl S Bourdeau ’72 Norman L Gerhart ’55  Fred E Hossler ’60 Frederick H Johnson ’46 Christopher A Routh ’10 Edward W Ruisz ’75 Robert A Vincent ’63 William W Wightman ’61 Christopher Zingaro ’89

Q

THETA Transylvania .........................

Fon Rogers II ’71 T ⊕ Tim W Collins ’78 Jack E Dorsey ’53 Daniel M Jensen ’14 * Charles E Newquist ’72 W Byars Wells ’98 T Garey L White ’46

I

IOTA Coe .........................

Michael F Beecher ’70 Robert E Jones ’57 Gerald L Shott ’52 

K

KAPPA Kentucky .........................

John L Anson ’58 T Martin L Dunning ’07 Richard S Grossman ’74 Kurt William Hamon ’87 Stephen M Kiene ’04 Stanley M Saunier Jr ’46 Michael P Smith ’97 Oscar F Westerfield ’64 T

L

LAMBDA Purdue .........................

Timothy M Burkhart ’95 Connor L Bushman ’13 * Kyle R Campbell ’12  Robert A Helman ’59  Jerry L Jana ’60 Jerrald W Kuenn ’60 Stanley C Kuenn ’64 Michael W Lennox ’79 F Edward E Liesse ’55 Arthur C Ramm ’49 Donald G.Richardson ’53 Albert O Roberts Jr ’42 Timothy A Shaw ’83 John F Shirey ’68 T James M Snow ’63 Jared J Vandenack ’13 * David B Wozniak ’71 K R Daniel Zieg ’71

M

MU Lawrence .........................

David I Booth ’07 Robert J Dude ’61 John T Fischer ’62 Overton B Parrish ’52 T

N

NU UC Berkeley .........................

Thomas M Koon ’60 K  David H Perkins ’48 ⊕ Charles M Shaw ’49 Β+ Elliott L Adams ’61 K LEARNING. LEADING. SERVING.

33

34

Gregory R Anderson ’76 K Reginald E Bayley ’56 T James W Black ’58 UC Robert H Duey ’58 UC T Fred F Gregory ’61 UC K William L Montgomery ’51  Guy D Petzold ’74 Maynard B Rotermund ’49 Raymond L Shurtz ’55 Richard L Shurtz ’56 T

X

XI Franklin & Marshall .........................

John H Clark ’59 David Michael Costa ’86 George M Napuda ’55 Edwin E Sekowski ’57 Eric W Vogel ’84

O

OMICRON Penn State .........................

David C F Lapinski ’74 ♦ H Michael Boyd ’66 Eugene A Gress ’53 G William Heath ’54 Robert G Kaiser II ’74 K Terence P Kirchner ’78 Donald F Rieco ’54 Frank J Sterba ’53  Howard F Thompson ’54 G N Van Fleet ’56 Ray S Walker ’33  William C Westley Jr ’52 Lawrence E Wetzel ’64 Lloyd G Young ’50

P

PI Southern California .........................

Robert E Plumleigh ’47 ∇ Martin J Blair ’07  Wayne H Crawford Jr ’45 Mark J Fronke ’77 Frederick A Hull ’53 Kirk Rogers ’78 Jay E Smith ’70 C Dean Vausbinder ’48 Rick Webb ’46 T LEARNING. LEADING. SERVING.

R

RHO Rensselaer .........................

Donald C Appelby ’39 Cecil L Crews ’54 John H Cunningham Jr ’55 I James Elmore ’46 John G Flick ’73  Ralph G Schoeffer ’50 Edward K Scofield AIA ’49 Robert J Thompson Jr ’69 Fredrick H Zimmerli ’42

S

SIGMA Syracuse .........................

Robert J King ’40 John J Otis ’42

T

TAU Michigan .........................

Laurence A Carr ’61 Thomas Perry Christy II ’89 Robert J Currie ’56 Andrew Bennett Gillman ’84 Harry N Kotsis ’56 ⊕ William L Powell ’55 T Robert C Richter ’56 T Joseph J Sullivan ’50 Gordon G Wepfer ’52 Rex J Youse ’54

U

UPSILON Nebraska Wesleyan .........................

C William Bowmaster ’53 ♦ Charles G Erickson ’56 T John M Green ’60 √ Harry Huge ’56 ∝  Larry E Jones ’70 T Warren K Mattox ’69 ⊕ Eugene W Peck Jr ’59 T Terryl E Stewart ’64 Phillip A Abbey ’13 * Fred L Aden ’59 Tanner W Brown ’12 * Tanner J Burt ’13 * Michael W Cameron ’93

V F Colon ’56 Glenn R Colson ’60 Austin J Coyle ’13  * Brian J Delaney ’02 Connor N Dethlefs ’12 * Benjamin P Disalle ’13 * Austin J Ehmko ’13  * Cameron D Farrell ’12 * K Lowell Gaither ’58 Robert F Hamilton ’57 Trevor Hanna ’12 * Eoghan P Hartley ’14  * Nolan J Healy ’13 * Philip Hovis ’76 James Hughes ’47 Kurtis C Johnson ’12 * James L Jorgenson ’57 Robert Alan Laughlin ’76 Garret D Lorenzen ’13  * Dale Luther ’52 Robert R McMaster ’58 Addison M Miller ’14  * Franklin H Mills ’52 F Charles C Morrison ’62 J Robert Morton ’61 David M Munro ’12 * Nathan J Peterson ’12 * Michael D Rasmussen ’70 Todd Rave ’83  Trevor Reimers ’12 * Arthur W Richardson ’64 Ben Schilling ’12 William R Schlichtemeier ’67 ⊕ James P Schlichtemier ’51 Edward J Schrock ’62 Ryan J Steffes ’13 * Mitch Sundquist ’14 * Erik R Thomas ’02 Ian Thomas ’12 * Alexander Thorson ’12 * Kyle L Thorson ’13 * Craig S Timmons ’13 * Sean C Tomes ’12 * Ervin H Unvert ’51 Drew C Valaika ’13 * Wesley B Van Hoosen ’12 * Rhys J Williams ’13 * Daniel C Wythers ’13 *

F

PHI Bethany .........................

Gregory M Heilmeier ’86 ∇ J H Mahaney ’87  Craig A Noble ’85 K John H Sayers ’78 ⊕

Thomas C Skena ’81 K Gary R Bergman ’78  Christopher S Berry ’83 Albert R Buckelew Jr ’78 David S Cumming ’05 Samuel L Engel Sr ’46 Jonathan D Gaffney ’98 Raymond H Hart ’74 Donald B Hiscox ’65 T Roland B Kamerer ’47 Jon B Lindeman ’59 Harry L Mainzer ’76 James B.Mewhirter ’47 David M Shiffman ’64 Gregory Waite ’99 Gregory A Wilhelm ’76

C

CHI North Carolina State .........................

John H Cuturilo ’73 ∝ Cecil C Beumer ’57 Bobby J Ellis ’55 Brian Thompson Ezzelle ’87 Robert J Girard Jr ’65 Edmund J Piaski Jr ’64 Delmer L Roberts ’55 Harry C Tune Jr ’60 Dean Gibbs Vincent ’77  Matthew C Webber ’00 George G Williams ’57 T

Y

PSI Colorado .........................

Stephen M Dunn ’66 ∇ J Kenneth Loewen Jr ’80 ♦ Thomas J McWilliams ’66 T James B Andrews ’49 G Paul Bailey ’80 James C Berger ’53 Richard H Brolliar ’55 Harry W Clark ’66  Thomas D Cronin Jr ’55 Jacob R De Stefano ’13 * Stuart C Jordan ’45 Mark Joseph Motta ’83 Marshall C Petring ’53  Joseph V Pitrofsky Jr ’78 William C Starr Jr ’53 Charles F Steineger III ’66 Brett Wagner ’84

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AA

ALPHA ALPHA Michigan State .........................

Norman E Anderson ’51 Wayne W Campfield ’52  Kenneth R Corino ’89  Fred C Cotter ’51 William F Ducomb Jr ’64 Joseph F Galvin ’61 Harley G Hecksel ’50 Richard A Karpinski ’59  Thomas K Kaulukukui Jr ’64  Nicholas R Koberstein ’88 Gordon D Krum ’46 Richard H Richter ’52 Ross E Roeder ’58 ∆ Allyn Radcliffe Shaw ’85 T Andrew R Smith ’89  Mark L Stackpoole ’95  Ernest C Weigele ’58

AG

ALPHA GAMMA Delaware .........................

Jeffrey Alan Brittingham ’81 George C Davis Jr ’47 T John C Farnandez ’53 T Paul C.Harrison ’70 Edward K Kimmel ’56 Alfred T Lynam Jr ’60 Thomas G Preston ’64 Carl M Sautter ’49 Donald S Sumner ’62 Joseph R Whiteoak Jr ’57 Ronald T Wood Jr ’61 Randolph S Young III ’66 T

AD

ALPHA DELTA Case Western .........................

Larry Enterline ’71 T Jon L Bartos ’62 Raymond W Bender ’53 Steven E Binzel ’08 Brian H Browne ’06 William J Flaherty ’10 * Kenneth C Garman ’44 William A Growdon ’61  Bryan E Hickman ’03  Gary A Johnston ’69 Kermit D Kuhl ’54 James F Lavelle Jr ’61

Philip E Orbanes ’66 Paul E Plank ’69 Bruce H Raimy ’60 C Allan Schurr ’41 John W Seferian ’69 Joseph J Sulc ’74 Irland L Tashima ’67 Edward J Tatman ’68 Carlos Zamora ’13 *

AE

ALPHA EPSILON Kansas State .........................

Joseph H Grimes ’59 ∝ Daniel J Simonetti ’87 ♦ Paul D Chaffee ’71 Kevin D Finson ’71 Tom D Huecker ’63 T Eric Alan Hummell ’82 T

AZ

ALPHA ZETA Oregon State .........................

Elmo L Bowman ’50 Bruce G Davis ’58  Paul E Jarvis ’60 Charles E McKee ’74 T Sante P Valpiani ’68

AH

ALPHA ETA Florida .........................

J Thomas Freeman Jr ’84 ⊕ Gerorge Q Biegler III ’62 Gerald B Curington ’69 ⊕ Donald C Daniel ’61 T William R Goacher ’58 Kason S Green ’11 * Arthur H Hanson ’49 Gary E Jaffe ’83 Ronald R Lyman Jr ’83 Robert A Macrory ’64  Thomas Don McGurk ’83 T Karl A Morris ’57  Victor C Smith ’63 T Barrett B True ’56 Justin Walker ’13 * J Christopher Webster ’94 Todd Allen York ’88 Robert Zarzour ’64

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AQ

ALPHA THETA William & Mary .........................

Andrew E Cremedas ’60 Douglas S Jones ’74 Joseph W Lawler ’56 Roy D Lorenz ’48

AK

ALPHA KAPPA Washington State .........................

Michael E Archer ’53 T Harold L Brandt ’41 John S Buckingham ’43 Donald A Jacobson ’48 James L McCaughan ’53 Laurence D Morse ’40 Gottlieb E Ribary ’53

AL

ALPHA LAMBDA Auburn .........................

James M Blow ’47 Boyce W Cook ’57 K John T Drew ’01 O’Neil B Feltman ’59 Φ Walter W Griffin ’44 K Preston L Hassler Jr ’56 T Michael S Henry ’88 W Mark Leslie ’80 Thomas R Mitchell III ’62 Matthew Morrison ’91 T Hugh P Nicholson ’51 Robert J Pirkle Jr ’60 K Thomas W Thomley ’53 Donald P Toole ’60 Robert M Watts ’62 ⊕

AM

ALPHA MU Ohio Wesleyan .........................

Joseph C Shipman Jr ’53

AN

ALPHA NU Iowa State .........................

Stephen A Harrell ’66 K James D Alexander Jr ’55 Lewis W Allen ’67 T Todd E Little ’78 Galen R Zumbach ’73

AO

ALPHA OMICRON Lafayette .........................

Robert L Blackwell ’48 Earl S Cunerd ’61 Robert B Domush ’60 C William Keck ’59 Norbert F Smith ’59

AP

ALPHA PI Washington .........................

Robert R Brown ’63 Michael J Lukins ’08 Arthur N Sorenson J ’46 John L Warren ’62

AR

ALPHA RHO Georgia Tech .........................

Steve W Chaddick ’70 √ Barton Allison ’68 Kenneth B Amann ’64 T William Aprea ’91 Benjamin T Coomes ’89 Thomas W Donaldson ’51 William D Drinkard ’67 Φ Allan B Glover ’69 Richard E Rabe ’53 Richard S Wang ’95 Φ Wendell M Williams Jr ’51

AS

ALPHA SIGMA Colorado State .........................

E Michael Rosser ’61 Wilder D Bancroft II ’62 LEARNING. LEADING. SERVING.

35

36

Bradley A Blockhus ’88 John F Gaarde ’63 Allan J Howard ’66 Robert W Johnson ’65 Larry C Jones ’63 T Charles N McConnell ’60 David L Stout ’67 J Gary Wagner ’61 K

AT

ALPHA TAU Cornell .........................

Gary C Smith ’60 ♦ William L Barney ’61 Scott Conroe ’01 Jacques G Forest ’62 David M Gatti ’51 Thomas H McNamee ’66 John E Owens ’48 Glenn A Peterson ’72 Edgar J Stevenson ’67 Jack H Zinn ’86 Φ

AU

ALPHA UPSILON Colgate .........................

Lloyd K Chanin ’54 

AF

ALPHA PHI Akron .........................

David W Cabell ’63 Jerrold K Callen ’66 John Ciarlariello ’93 Donald E Cort ’46 Robert L Croye ’54 Dustin R Dickens ’11  * Richard L Francis ’67 John A Haas ’65 Kenneth J Huhn ’70 Ray C Kelly ’69 T Robert Leatherman ’60 ∝ Bernard J Lemmon Jr ’55 T Terry J Renninger ’61 T John W Roe ’64 Blin B Scatterday ’48 J Charles Sear Jr ’63  Douglas S Snodgrass ’12  * Willard F Spicer ’61 Richard S Wagner ’49 Forrest J Westfall Jr ’71 LEARNING. LEADING. SERVING.

John C Wyler ’61

AC

ALPHA CHI Mississippi State .........................

John A Johnson ’64 K William L Jones ’60 ∝ Michael V Powell ’81 T  Billy F Anderson ’53 Roy C Harris Jr ’62  Mack A Hataway ’61 Calvin Kelly Morris ’88  Patrick W Morris ’64  Malcolm N Outlaw III ’67 Joseph J Schneider Jr ’64

AY

ALPHA PSI Texas-El Paso .........................

William D Calderhead ’41 Larry W Langberg ’63

AW

ALPHA OMEGA Baldwin Wallace .........................

Michael D Dovilla ’94 Φ Wendell A Babson ’49  Warren G Barr ’64 Jeffrey Robert Bogniard ’89  Gerald Cergol ’63 James S Connell ’76 Shelton A Evans ’13  * Gordon B Minnis ’55 Richard G.Neptune ’69 Richard L Stearns ’47 Paul Stuchlak ’51 Norman E Temple ’43

BA

BETA ALPHA Texas-Austin .........................

Donald James Phillips II ’82 ♣ Andrew Baldwin Jr ’50 Richard W Foote ’59 T F Allen Johnson ’56 Ray Martin Jr ’65 Paul Wayne Midkiff ’80 T Robert W Silman ’50

John R Sims ’66 Eric James Weig ’83

BB

BETA BETA Louisville .........................

William F Brasch ’67 T Rudy C Beavin ’57 David E Bybee MD ’65 William G Caufield ’50 Joseph H Cohen ’64 Paul H Gleis ’74 S David Hickerson ’68 John B Huber ’55 John L Martin ’57 Donald McIntosh ’78 Theodore L Merhoff ’57 T + Jack R Norris ’65 ⊕ James P Reed ’53 + David W Robinson ’52 Donald B Romans ’50 Edwin A Schroering Jr ’48 Jeffrey C Sellins ’64 T Aaron T Vance ’14  *

BG

BETA GAMMA Idaho .........................

Robert N Acock ’48 Keven P Prather ’81

BD

BETA DELTA U of Miami .........................

Robert J.Novak ’48

BE

BETA EPSILON Southern Mississippi .........................

Stephan M Nelson ’73 K Randal P Agee ’12 * Ronald R Day ’69 K Vincent P Forte ’85  Richard A Johnson ’79 Kenneth G Koch ’54  Richard L Osswald Jr ’72 Owen D Rawls ’59 Jesse Albert Stephens ’81

Thomas Ray Vervaeke ’83 Elliott Voivedich ’85

BZ

BETA ZETA New Mexico State .........................

Roy O King Jr ’73 Φ Norman L Marley ’54 Joseph R Rico ’69 John E Scruggs ’60 David K White ’00

BQ

BETA THETA Kansas .........................

Kerry L Lindenbaum ’71 William D Martin ’57 David R Myers ’68

BI

BETA IOTA Florida State .........................

William C Macak ’73 ♦ Robert V Ford ’57 Scott Lee Ingram ’87 Les S Kushner ’76 Christopher A Macak ’03 ⊕ Harry A Mullikin Jr ’49 T Henry W Persons Jr ’64 Jerome M Sporich III ’69 Tony Umer ’89 Donald A Wilczynski ’88 Nicholas F Zappitelli ’03

BK

BETA KAPPA Oklahoma State .........................

John C Gray ’04 ⊕ Stanley L Schell ’02 K Gregory L Blocker ’85  Conner J Eggers ’14 * Michael E Freeland ’78 David F Fulton ’67 K David Haight ’93 Timothy E Harper ’81 Allen D Jones ’77 F L McKinley ’51 ∝ David W Miller II ’89

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Randall G Schuermann ’67 Ray E Smith Jr ’70 T Mitchell E Sprowso ’66  Justin C Yearwood ’09 Robert E Zoeller ’79

BL

BETA LAMBDA Indiana .........................

James R Carter ’56 Rafe H Cloe ’54 John D Hora ’52 K Tyler B Keller ’13 * Jordan M Loeb ’06 Denis J Stillman ’80 Richard Wilson ’81 Φ

BM

BETA MU Kent State .........................

Douglas Bambeck ’93 Michael L French ’88 T Evon W Friend ’87 T Jim K Heilmeier ’49 ∇ Dale Holland ’87 K Mark Matusick ’87 K Rob Reese ’87 ⊕ John A Bradley ’52 David Britt ’87 T Curtis L Cofojohn ’12 * Raymond Anthony Conley ’87 Thomas Hamann ’14 * Robert A Heald ’55 Terry H Hilson ’60 Harry King Jr ’11 William R Loeb ’50 T Timothy Brian Mills ’90 David L Prior ’58 Jason James Reckard ’87 Tommy J Reisinger ’12  David R Renninger ’61 T John C Sechrist ’64 John E Smith ’65 

BX

BETA XI Georgia .........................

Jimmy A Gay ’68 ∇  Peter C Bohn Sr ’59  Victor U Grose Jr ’68 Frank Hartley ’97

Ken Johnson ’11 a * Robert MacInnes ’64 T Robert L Ragsdale ’66 Stephen C Rogers ’68 T Charles H Van Rysselberge ’67 T

BO

BETA OMICRON Maryland .........................

Allan D Etridge ’64 Richard Paul Fischer ’81 Rodney E Frederick ’62 Ralph P Hamilton ’58 Nicholas A Keck ’56 T William R Kennerly Jr ’54 T Charles W Larkin Jr ’69 Matthew Maschler ’91 ♦ Eric J Sharkey ’13 * Timothy O Simon ’76 Φ

BR

BETA RHO UCLA .........................

Joseph V Errico ’50

BT

BETA TAU Bowling Green .........................

Ray Clarke ’51 Bowling Green √ + William D Jenkins ’57 ⊕ Timothy F Smith ’62 ∝ William J Ault ’80 T Ronald E Cashen ’57 Richard D Crandall ’59 F Fredrick Fether ’51 ∝ Thomas L Gerken ’56 Gareth Glaser ’50 Richard M Henningsen ’55 Steven Jones ’91 T L Edward Kime ’51 Christopher A Loucks ’03  Thomas D Minarcin Sr ’56 Tom Pemberton Jr ’57 Robert W Pfohl ’60 Brian W Phillips ’63 Richard H Ritchie ’58 T Donald G Ross ’59 T+ Warren W Ruggles ’57 H Jay Salvage ’69 Larry W Sparks ’61 Eric L Stumm ’84

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Russell J Suchy ’62 David Leighton Underwood ’89 

BU

BETA UPSILON Hobart .........................

Kenneth A Kreinheder ’58

BF

BETA PHI Westminster .........................

William G Braund ’54 Ε Brian T Hardy ’93 Φ Raymond Dunham ’62 Douglas W Henderson ’60 Chester E James II ’79 Donald A Scott ’56 Mark D Swank ’74 K Joshua T Wentz ’13 *

BC

BETA CHI Southern Illinois .........................

James C Zakos ’68 Y Donald Ballestro ’73 Anthony D Butkus ’68 Franklin R Farr ’64 Andrew R Fruth ’08 Raymond R Sophie ’08 Brendon A Tarvin ’11 * Derrick Wildes ’08 

BY

BETA PSI Cal State-Long Beach .........................

Eugene J Borgna ’58 Richard S Drake ’57 Randy Messenger ’77 Daniel G Miller ’64 Ronald P Milligan ’59 James A Reed ’63 Jerry W Ross ’68 Laurence E Simpson ’69 Hidekiyo Takashima ’91 John M Yeargin ’61 Φ

BW

BETA OMEGA Cal State-Chico .........................

Robert D Kittredge ’66 Cal T Bruce G Pentland ’67 Eugene F Rockeman ’58

GA

GAMMA ALPHA Michigan Tech .........................

James B Bacon ’59 ∝ Richard F Michael ’70 ∝ Martin Schendel ’81 T Harry M Askin Jr ’60 Robert A Bunce III ’62 James R Caruso ’89 David G Daniels ’73 Harry J Glidden Jr ’63 Ernest R Griff ’58 John R Keagle ’60 T Eric H Kent ’63 Marlin Kitchen ’59 K Thomas J Morrison ’63 Jerome Myers ’64 Matthew O Otte ’94 Nathan Peterson ’13 * Alan J Roberts ’95  Alan Jon Sipinen ’79 Thomas B Stone ’67

GB

GAMMA BETA Cincinnati .........................

David W Ash ’69 T Joshua M O’Brien ’97 Φ Harry M Addison ’57 Harry W Archer ’64 Evan K Barnitz ’12 * Scott A Beck ’82 Steve Fitzer ’70 Φ James L Higgins ’64 Roderick W Huff ’66 Joseph A Huseman ’69 Mitchell Keadle ’13 * Raymond B Loase ’61 Chris Majestic ’93 T Michael E Plett ’62 T Larry K Proctor ’66 Nicholas R A Rachford ’64 Φ Edward M Rauen ’98 Φ James L Rudd ’63 Andrew J Zavac ’14 * LEARNING. LEADING. SERVING.

37

GG

38

GAMMA GAMMA St John’s .........................

Nickolas Davatzes ’60 Φ Robert J Dangio ’62 Raymond E Evans II ’63 Glenn R Gray ’67 Thomas G O’Brien Lawrence H Pettit Thomas P Ryan ’60

GD

GAMMA DELTA Northern Michigan .........................

Michael R Bartleman ’89 T Jeffrey J Duberville ’86 James R French ’62 Michael S Fried ’67 John A Hale ’69 T Steven James Koch ’87

GE

GAMMA EPSILON U of the Pacific .........................

Christopher M Bates ’74 John T Smith ’74 U

GZ

GAMMA ZETA Connecticut .........................

John Paganoni ’61 Kenneth J Vonasek ’67

GH

GAMMA ETA East Carolina .........................

Sean J McManus ’97 ⊕ David Ozag ’05 T+ Timothy B Kesler ’67 Samuel D Vaughan III ’76 T

LEARNING. LEADING. SERVING.

GQ

GAMMA THETA Western Michigan .........................

Douglas G Barry ’70 James H Madaus ’62 T Roger Sanders ’67 

GI

GAMMA IOTA Sacramento State .........................

Rick A Keltner ’76 ⊕ James A Halderman ’63 Lawrence W Johnson ’67 John R Ousley Jr ’76 Paul J Sax ’63 T Steven L Schutte ’63 Josph Edward Stayner Jr ’76  John E Thompson Jr ’68 Daniel M Turner ’66

GL

GAMMA LAMBDA Central Michigan .........................

John L Kaczynski ’04 T James J Lewis ’04 Φ Jeffrey L Rivard ’65 ⊕ Joshua D Alles ’13 * Dan M Botterman ’11 * Andrew H Brown ’14 * Dylan J Brown ’13  Nicholas W Bruewer ’12 * Anthony J Cavataio ’12 * Bradley J Cornell ’13 * Ryan A Daughtery ’12 * Richard J DeCaussin ’12 * Ethan R Drouillard ’12 * Matt J Dunnuck ’13 * Emmanuel Estrada ’13 * Jonathan R Ferrer ’12 * Ian J Fleming ’14 * Jacob B Fleming ’12 * Michael V Greco ’13 * Preston S Haven ’13 * Ian A Holland ’14 * Isiah E Jackson ’13 * Collin J Karcher ’12 * Tyler J Kim ’13 * Alexander S Krul ’12 * Joseph M Kuhna ’12 * Forestt S LaFave ’12 * Thomas Lowe ’68

Austin Mallery ’13 * Shane C Mann ’12 * Matthew C Martin ’13 * Jacob W Mastropaolo ’12 * Robert W McCrackin ’14 * Robert D McGraw ’12 * Colin H Meeker ’13 * Seve C Moralez ’13 * Miguel A Olivera ’13 * Charles A Paape ’12 * Cody J Parafin ’14 * Andrew Poley ’13 * Daniel E Roland ’13 * John R Sabol ’94 Kurby Sao ’13 * Robert Smith ’87 Justin M Sutherland ’14 * Paul J Veneklase ’12 * Nick E Waskiewicz ’13 * James D Willard ’11 * Alexander R Willett ’13 * John E Wynalda ’70 

GM

GAMMA MU Bradley .........................

Bruce C Hoag ’65 K John F Bacilek ’70 William H Blum ’68 James L Davis ’69 T Robert Adolph Davit ’86 Robert C McLaren ’65 Scott E Nass ’93 Andrew J Sondgeroth ’97 Russell T Wayne ’71

GN

GAMMA NU RIT .........................

Thomas P Baxley ’10 Patrick J Best ’04 Walker Curtis ’92 Thomas S Davis ’67 Philip Frandina ’08 Peter S Gabrail ’83 Mark K Greenway ’02 Michael J Kagan ’69  Mic Brian J McMahon ’71 Timothy John Moonan ’82 Gary Proud ’66 Robert A Uzenoff ’69

GX

GAMMA XI East Central Oklahoma .........................

R D Wiles ’70 

GO

GAMMA OMICRON Cal State-Fullerton Raymond A Carlos ’01 Oren C Crothers ’66 Tristan L Hilpert ’03 Nicholas J McClain ’13  Miguel Moya ’13 * Troy J Rupp ’12 * Tommie K Tinker ’97

GP

GAMMA PI Youngstown .........................

Andrew J Arendas Jr ’67

GR

GAMMA RHO Nebraska-Kearney .........................

Scott G Stewart ’69 Ε Timothy F Krapp ’81 Lloyd L Lipska ’66 Timothy R O’Neill ’75 K

GT

GAMMA TAU Old Dominion .........................

Daniel M Dauer ’67 Φ Adam J Samson ’07 T Saman Aghaebrahim ’11 * Thomas S Burrell ’71 Eddy L McClure Jr ’14  Earl J Powell ’10 Jason J Stafflinger ’08 

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GU

GAMMA UPSILON Spring Hill .........................

Patrick T Brennan ’80 German P Culver Jr ’71 George M Simmerman Jr ’78 T David D Zinn ’67 T

GF

GAMMA PHI Northeastern .........................

Michael J Demeo ’68

DB

DELTA BETA Evansville .........................

Jamison R Heard ’12 Scott Joseph Linneweber ’89 Richard A Russell ’72 Whitney A Tice ’99 Martin D Ulrich ’71

DG

DELTA GAMMA Ole Miss .........................

Charles L Leemon III ’69 ∝ Charles J Woodall MD ’79 K

DE

DELTA EPSILON St Cloud .........................

Michael G Lerdahl  Thomas R Peck ’12 * William A Schneider ’12 * Justin C Wampach ’94

DZ

DELTA ZETA Emporia State .........................

Dennis W Donahoo ’71

DH

DELTA ETA Marshall .........................

James D Kegley ’70

DQ

DELTA THETA Georgetown .........................

Michael T Gabhart ’95 K Tyler C Wash ’06 T Jared Dustin Brown ’05 James P Eberle ’76 David C Huffman ’76 ⊕ Gregory L Ledington ’77 Caleb S Nicol ’13 * Joseph R Raymond Jr ’98 T Scott E Robertson ’90 Andrew J Smith ’07 Keith B Thomson ’98 J Guthrie True ’78

DK

DELTA KAPPA Tennessee .........................

Gary L Rose ’83 Φ Corbin L Caruthers ’94 Greg S Cooper ’85 Alec Engelberg ’92 Richard L Hodgdon ’75 Jordan R Marshall ’01 Matthew K Milam ’01 

DL

DELTA LAMBDA Muskingum .........................

C Steven Hartman ’89 ⊕ David Cepek ’91 Philip R Cook III ’73 Timothy Scott Coss ’84 Charles W Johnson ’71 Jerry L Schafer ’72 Michael S Thomin ’71

FOUNDATION ANNUAL REPORT | phikappatau.org

DN

DELTA NU Wright State .........................

Jon Collier ’14 * Victor W Elswick ’99 Rob Fecke ’94 Christopher G Hoff ’94 Justin R Hudgell ’13 * Kenneth Jordan ’74 ⊕ Rick N Scarff ’76 Jacques L Shardo ’75

DX

DELTA XI Cleveland State .........................

Garry A Klingbergs ’82 Φ John P Neubert ’78

DP

DELTA PI Murray State .........................

Connor L Moore ’13 * William Shelton ’11 *

DR

DELTA RHO Eastern Kentucky .........................

Joshua J Bleidt ’96 K Travis A Robinson ’98

DS

DELTA SIGMA Webber .........................

S Philip Ford ’81 K John Joseph Logsdon ’88

DT

DELTA TAU Cal Poly-Pomona .........................

Jeremy A Botica ’06 Daryl R Walker ’89 Cal

DF

DELTA PHI Arkansas .........................

Gardner Davison Burton ’89 G Todd Pharr ’84

DC

DELTA CHI Rochester .........................

Andrew Scott Burchill ’90  Michael S Morgioni ’84

DY

DELTA PSI Rider .........................

Michael J Cerulo ’04 Mark A Scher ’85 Brad Seamon ’88

DW

DELTA OMEGA Truman State .........................

W Tim Hudson ’97 K Austin Bender ’13 * Craig Berryman ’89  Stephen C Williams ’98 Evan A Winter ’14 *

EB

EPSILON BETA West Virginia Tech .........................

Daniel M Yarish ’97 

EG

EPSILON GAMMA College of New Jersey .........................

Christopher J DuMont ’89 Dennis Morgan ’91 T Scott R Petrie ’95

LEARNING. LEADING. SERVING.

39

ED

40

EPSILON DELTA Virginia Wesleyan College .........................

Alex R Krull ’14 *

EE

EPSILON EPSILON William Paterson .........................

Eddie Baldofsky ’13 * Justin S Levin ’13 

EH

EPSILON ETA Oswego State .........................

Russell S Byer ’90 T David A Monk II ’89 T Stephen Rupprecht ’91 Φ

EQ

EPSILON THETA San Francisco .........................

Brian Banifatemi ’13 *

EK

EPSILON KAPPA Rutgers .........................

Steven F Moore ’99 ⊕ Evan J Lerer ’98 Φ

EL

EPSILON LAMBDA Longwood .........................

Christopher D Dalton ’94 Robert Harrell ’94 Steven J Stratton ’96 T

LEARNING. LEADING. SERVING.

EM

EPSILON MU UNC-Pembroke .........................

Sean Bagwell ’93 Ryan J Revier ’03 

EX

EPSILON XI Pace .........................

Christian T Cardona ’14 *

EO

EPSILON OMICRON Frostburg State .........................

Gregory G Hughes ’96

EP

EPSILON PI Northern Kentucky .........................

James M Clark ’04

ES

EPSILON SIGMA Chapman .........................

John O Resurreccion ’02 Dylan M Tevlin ’10 

ET

EPSILON TAU Arizona .........................

Cliff D Unger ’98 ⊕ Todd A Bickel ’13 * Kyle H Cotner ’01 Adam S Eklund ’01 Andre J Esquer-Ruiz ’13 * Douglas S Harrington ’03 Alastair R Hemingson ’14 * Geoffrey T Hilt ’12  Brandon Ives ’14 * Todd Leigh ’14 * Miles J Marymor ’13 * Andrew M Osbrink ’00

Gabriel E Sarah ’98 Max J Simon ’14 * Stephen A Sprague ’14 *

EW

EPSILON OMEGA Shepherd .........................

John R Burkett ’11 * Sean P Murphy ’12 *

ZA

ZI

ZETA IOTA Indiana-Kokomo .........................

Sam C Stewart AM *

ZK

ZETA KAPPA Kenyon College .........................

Brian P Pragacz AM *

ZETA ALPHA Belmont .........................

Michael D Lummus ’06 T J Andy Cole ’11 

ZB

ZETA BETA SVSU .........................

Jason A Pelletier ’13 * Nathan J Salcido ’09 * Tyler T Vienot ’09

ZD

ZELTA DELTA Charleston .........................

Walter M Douglas ’12 *

ZE

ZETA EPSILON Lynchburg .........................

Nick S Tolbert ’14 

ZZ

ZETA ZETA Illinois-Springfield .........................

Alexander W Fruth ’14 * David P Sye ’14 *

FOUNDATION ANNUAL REPORT | phikappatau.org

FRIENDS OF PHI TAU .........................

Lisa A Adams Debby L Amon Apple Foundation AXA Foundation Bailey Electronic Enterprises Baird Foundation Patricia Barrow Ellyn Bender Randi Berger Chevron Humankind Matching Gift Program Children’s Heart Foundation Columbus Foundation The Community Foundation of Louisville Depository Inc. The Community Foundation of Middle Tennessee Computer System Innovations Davatzes Family Foundation Inc. Delta Gamma - Gamma Nu

Fraternity Kathleen K Dole-Airoldi Ecovate Inc The Enterline Foundation EPECO-Foundation The Episcopal Diocese of The Central Gulf Coast Fidelity Investments Charitable Gift Fund Fit, Fab and Lean Inc. GE Foundation Genworth Foundation Greene Entertainment Inc Ground Floor Promotions Inc The Hoag Family Charitable Trust Just Give.Org Keith Gregory Perpetual Trust Edward Kirklin Christine Licata Leandra Lynn Macy’s Foundation Emily McCann

Cecilie McGhehey Susan McMichael Microsoft Matching Gifts Program Monsanto Fund Cindy L Morgan Nationwide United Way Campaign The New York Community Trust Panda Express Linda L Perschall Mary Ellen Pickering C. Howard Pieper Foundation Susan Quarles Sarah Rochford (Benfield) Carolyn Schroeder Schwab Charitable Fund Max Sorto Teradata UBS Foundation USA Rebecca Shier Viebrock Teresa Yates

PARENTS SOCIETY .........................

John & Deborah Ashcraft David & Diane Beveridge Shawnee & Brent Brindle Marlon Cabatan David Callahan Barry & Randi Carr Edward & Michelle Doty Randall & Lisa Dunn Kenneth & Bette Eddy Leslie & Denise Evans Grant Gustafson Judy Harris Kevin & Carol Jackson Dean &Virginia Keal Madonna Kirby Kristen McNair Jeff & Debbie McNaul Stephen & Julia Swan John Tartaglia

41

See you in

Sacramento!

July 6-10, 2016

Phi Kappa Tau brothers will gather for our 62nd national convention at the Sheraton Grand Sacramento Hotel.

FOUNDATION ANNUAL REPORT | phikappatau.org

LEARNING. LEADING. SERVING.

Phi Kappa Tau Foundation Ewing T Boles Executive Offices 5221 Morning Sun Road Oxford, OH 45056 Change Service Requested

Guide to Giving

NON-PROFIT ORGANIZATION U.S. POSTAGE PAID COLUMBUS, OH PERMIT # 4416

ONLINE An online gift is a quick and secure way to make a contribution to the Foundation. By visiting www.phikappatau.org/givenow, you can make a one-time gift or establish arecurring monthly gift. The Foundation accepts American Express, Discover, MasterCard and Visa.

CORPORATE MATCHING GIFTS Many companies match their employee’s personal charitable contributions. Ask your employer if your company participates in a matching gift program and make the Foundation your non-profit of choice.

MAIL You can mail a check or credit card gift to the Foundation. Send all correspondence to: Phi Kappa Tau Foundation Ewing T Boles Executive Offices 5221 Morning Sun Road Oxford, Ohio 45056

PLANNED GIFTS The Foundation will work with you and your estate planner in designing a planned gift that meets your short-and long-term financial goals. Planned gifts include, but are not limited, to cash bonds, stock securities, personal property, retirement plan assets, and insurance policies.

APPRECIATED STOCK/SECURITIES Multiple benefits are realized when using appreciated stock/securities as a means for making a gift to the Foundation.

ENDOWMENTS AND NAMED GIFT OPPORTUNITIES You may establish a special named endowment fund or other gift naming opportunity to ensure your generosity makes an impact in perpetuity.

AUTOMATIC FUND TRANSFERS Regular automatic monthly bank or credit card drafts make giving to the Foundation more convenient to meet your philanthropic goals.

CONTACT US For more information or assistance please contact a member of the Phi Kappa Tau Foundation staff at (800) PKT-1906.