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The Phi Kappa Tau Foundation is grateful for your generous support and is committed to being good stewards of your gifts. It is our goal to use as much stewards of your gifts. It is our goal to use as much of every dollar contributed as possible to support of every dollar contributed as possible to support the growing number of the Fraternity’s Men of the growing number of the Fraternity’s Men of Character Programs and leadership opportunities. Character Programs and leadership opportunities. Accordingly, to minimize rising print and mailing Accordingly, to minimize rising print and mailing costs, we are again publishing this year’s Annual costs, we are again publishing this year’s Annual Report in a cost-effective combination of print and Report in a cost-effective combination of print and electronic media.electronic media.

2 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

It is an honor to share with you the 2012 Annual Report: It is an honor to share with you the 2012 Annual Report: It is an honor to share with you the 2012 Annual Report: It is an honor to share with you the 2012 Annual Report: It is an honor to share with you the 2012 Annual Report: It is an honor to share with you the 2012 Annual Report: It is an honor to share with you the 2012 Annual Report: The Torch. Last year was full of accomplishments from The Torch. Last year was full of accomplishments from The Torch. Last year was full of accomplishments from The Torch. Last year was full of accomplishments from The Torch. Last year was full of accomplishments from The Torch. Last year was full of accomplishments from The Torch. Last year was full of accomplishments from our undergraduates, alumni, Fraternity and Foundation. our undergraduates, alumni, Fraternity and Foundation. our undergraduates, alumni, Fraternity and Foundation. our undergraduates, alumni, Fraternity and Foundation. our undergraduates, alumni, Fraternity and Foundation. our undergraduates, alumni, Fraternity and Foundation. our undergraduates, alumni, Fraternity and Foundation. our undergraduates, alumni, Fraternity and Foundation.

This past year the organization launched a new This past year the organization launched a new This past year the organization launched a new This past year the organization launched a new This past year the organization launched a new This past year the organization launched a new This past year the organization launched a new This past year the organization launched a new branding initiative, which included a revised torch logo branding initiative, which included a revised torch logo branding initiative, which included a revised torch logo branding initiative, which included a revised torch logo branding initiative, which included a revised torch logo branding initiative, which included a revised torch logo branding initiative, which included a revised torch logo for the Foundation. Throughout the year, the Foundation for the Foundation. Throughout the year, the Foundation for the Foundation. Throughout the year, the Foundation for the Foundation. Throughout the year, the Foundation for the Foundation. Throughout the year, the Foundation for the Foundation. Throughout the year, the Foundation for the Foundation. Throughout the year, the Foundation for the Foundation. Throughout the year, the Foundation strategically reviewed all communications and in essence strategically reviewed all communications and in essence strategically reviewed all communications and in essence strategically reviewed all communications and in essence strategically reviewed all communications and in essence strategically reviewed all communications and in essence strategically reviewed all communications and in essence rebranded all Foundation news under the name of The rebranded all Foundation news under the name of The rebranded all Foundation news under the name of The rebranded all Foundation news under the name of The rebranded all Foundation news under the name of The rebranded all Foundation news under the name of The rebranded all Foundation news under the name of The Torch. We encourage you to stay connected with the Torch. We encourage you to stay connected with the Torch. We encourage you to stay connected with the Torch. We encourage you to stay connected with the Torch. We encourage you to stay connected with the Torch. We encourage you to stay connected with the Torch. We encourage you to stay connected with the Torch. We encourage you to stay connected with the Foundation through reading The Torch in its many media: Foundation through reading The Torch in its many media: Foundation through reading The Torch in its many media: Foundation through reading The Torch in its many media: Foundation through reading The Torch in its many media: Foundation through reading The Torch in its many media: the monthly e-newsletter, a subsection of The Laurel and the monthly e-newsletter, a subsection of The Laurel and the monthly e-newsletter, a subsection of The Laurel and the monthly e-newsletter, a subsection of The Laurel and the monthly e-newsletter, a subsection of The Laurel and the monthly e-newsletter, a subsection of The Laurel and the Annual Report. the Annual Report.

It is important to stay connected, not simply for the sake It is important to stay connected, not simply for the sake It is important to stay connected, not simply for the sake It is important to stay connected, not simply for the sake It is important to stay connected, not simply for the sake It is important to stay connected, not simply for the sake It is important to stay connected, not simply for the sake It is important to stay connected, not simply for the sake of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate of knowledge, but to learn about exciting undergraduate news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives. news, alumni successes and new Foundation initiatives.

On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, On behalf of the Foundation Board of Trustees and staff, we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends we thank all brothers, parents, companies and phriends who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi who continue to support the mission and vision of Phi Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next Kappa Tau. You are truly passing the torch to the next generation of leaders. generation of leaders.

Warmest fraternal regards, Warmest fraternal regards, Warmest fraternal regards,

David A. Ruckman, David A. Ruckman, Ohio State ’62Ohio State ’62Ohio State ’62Chairman, Phi Kappa Tau FoundationChairman, Phi Kappa Tau FoundationChairman, Phi Kappa Tau FoundationChairman, Phi Kappa Tau Foundation

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 3

THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A THE MISSION OF PHI KAPPA TAU IS TO CHAMPION A LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, LIFELONG COMMITMENT TO BROTHERHOOD, LEARNING, ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.ETHICAL LEADERSHIP AND EXEMPLARY CHARACTER.

LEADERS OF TOMORROW LEADERS OF TOMORROW LEADERS OF TOMORROW LEADERS OF TOMORROW True leadership is needed at every level of today’s society, from the Little True leadership is needed at every level of today’s society, from the Little True leadership is needed at every level of today’s society, from the Little True leadership is needed at every level of today’s society, from the Little True leadership is needed at every level of today’s society, from the Little True leadership is needed at every level of today’s society, from the Little

League baseball fields to the halls of Congress. Phi Kappa Tau has a League baseball fields to the halls of Congress. Phi Kappa Tau has a League baseball fields to the halls of Congress. Phi Kappa Tau has a League baseball fields to the halls of Congress. Phi Kappa Tau has a League baseball fields to the halls of Congress. Phi Kappa Tau has a League baseball fields to the halls of Congress. Phi Kappa Tau has a League baseball fields to the halls of Congress. Phi Kappa Tau has a League baseball fields to the halls of Congress. Phi Kappa Tau has a

responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with responsibility to ensure that the leaders of tomorrow are prepared with

the life skills needed to tackle the challenges of tomorrow—big and small. the life skills needed to tackle the challenges of tomorrow—big and small. the life skills needed to tackle the challenges of tomorrow—big and small. the life skills needed to tackle the challenges of tomorrow—big and small. the life skills needed to tackle the challenges of tomorrow—big and small. the life skills needed to tackle the challenges of tomorrow—big and small. the life skills needed to tackle the challenges of tomorrow—big and small. the life skills needed to tackle the challenges of tomorrow—big and small.

A select group of undergraduate men have made their choice to associate A select group of undergraduate men have made their choice to associate A select group of undergraduate men have made their choice to associate A select group of undergraduate men have made their choice to associate A select group of undergraduate men have made their choice to associate A select group of undergraduate men have made their choice to associate A select group of undergraduate men have made their choice to associate A select group of undergraduate men have made their choice to associate

with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice with the Phi Kappa Tau Fraternity. These young brothers made this choice

for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership. for many of the same reasons you did—friendship, scholarship and leadership.

We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to We need leaders that are true men of character, and Phi Kappa Tau is prepared to

provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best provide our young brothers with the training and experiences that only the best

Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another Fraternity can offer. For this to happen, these young men need you to make another

choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.choice for Phi Kappa Tau—to help the Foundation prepare the leaders of tomorrow.

PURPOSE OF THE FOUNDATIONPURPOSE OF THE FOUNDATIONPURPOSE OF THE FOUNDATIONPURPOSE OF THE FOUNDATIONPURPOSE OF THE FOUNDATIONPURPOSE OF THE FOUNDATIONPURPOSE OF THE FOUNDATIONThe purpose of the Phi Kappa Tau Foundation is to ensure the philanthropic The purpose of the Phi Kappa Tau Foundation is to ensure the philanthropic The purpose of the Phi Kappa Tau Foundation is to ensure the philanthropic The purpose of the Phi Kappa Tau Foundation is to ensure the philanthropic The purpose of the Phi Kappa Tau Foundation is to ensure the philanthropic The purpose of the Phi Kappa Tau Foundation is to ensure the philanthropic The purpose of the Phi Kappa Tau Foundation is to ensure the philanthropic

support necessary to sustain high levels of educational programming by fostering a support necessary to sustain high levels of educational programming by fostering a support necessary to sustain high levels of educational programming by fostering a support necessary to sustain high levels of educational programming by fostering a support necessary to sustain high levels of educational programming by fostering a support necessary to sustain high levels of educational programming by fostering a support necessary to sustain high levels of educational programming by fostering a

lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is lifelong relationship and commitment to the Fraternity’s ideals. The Foundation is

a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent a 501(c)(3) organization as defined by the IRS; gifts are tax deductible to the extent

provided by law.provided by law.provided by law.

4 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, The Phi Kappa Tau Foundation, a 501(c)3 public charity, was incorporated in 1945. Working with the Foundation staff in Oxford, the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders. the Phi Kappa Tau Foundation Board of Trustees is composed of an outstanding team of business executives and community leaders.

CHAIRMANCHAIRMANCHAIRMANDavid A Ruckman, Ohio State ’62Ohio State ’62Ohio State ’62Retired Stockbroker, Merrill Lynch Retired Stockbroker, Merrill Lynch Retired Stockbroker, Merrill Lynch Securities

FIRST VICE CHAIRMANFIRST VICE CHAIRMANFIRST VICE CHAIRMANFIRST VICE CHAIRMANFIRST VICE CHAIRMANScott G Stewart, Scott G Stewart, Scott G Stewart, Nebraska-Kearney ’69Nebraska-Kearney ’69President, Nebraska Printing CenterPresident, Nebraska Printing CenterPresident, Nebraska Printing CenterPresident, Nebraska Printing Center

SECOND VICE CHAIRMANSECOND VICE CHAIRMANSECOND VICE CHAIRMANSECOND VICE CHAIRMANSECOND VICE CHAIRMANWill S Fisher Jr, Will S Fisher Jr, Miami ’80Miami ’80Partner, Olcott Consulting Group, Inc. and Partner, Olcott Consulting Group, Inc. and Partner, Olcott Consulting Group, Inc. and Partner, Olcott Consulting Group, Inc. and Partner, Olcott Consulting Group, Inc. and Director, ORION Investment Advisors, LLCDirector, ORION Investment Advisors, LLCDirector, ORION Investment Advisors, LLCDirector, ORION Investment Advisors, LLC

SECRETARYSECRETARYSECRETARYSECRETARYJames S Hamilton, James S Hamilton, James S Hamilton, Ohio State ’63Ohio State ’63Retired Senior Vice President, Retired Senior Vice President, Retired Senior Vice President, Federated Securities CorporationFederated Securities CorporationFederated Securities Corporation

TREASURERTREASURERTREASURERTREASURERBrian T Hardy, Brian T Hardy, Westminster ’93 Westminster ’93 Partner, Medwiq & Co.Partner, Medwiq & Co.Partner, Medwiq & Co.

CHIEF EXECUTIVE OFFICER*CHIEF EXECUTIVE OFFICER*CHIEF EXECUTIVE OFFICER*CHIEF EXECUTIVE OFFICER*CHIEF EXECUTIVE OFFICER*CHIEF EXECUTIVE OFFICER*C Steven Hartman,C Steven Hartman,C Steven Hartman, Muskingum ’89 Muskingum ’89Chief Executive Officer, Phi Kappa Tau Frater-Chief Executive Officer, Phi Kappa Tau Frater-Chief Executive Officer, Phi Kappa Tau Frater-Chief Executive Officer, Phi Kappa Tau Frater-Chief Executive Officer, Phi Kappa Tau Frater-Chief Executive Officer, Phi Kappa Tau Frater-nity and Foundation nity and Foundation nity and Foundation

TRUSTEE TRUSTEE TRUSTEE TRUSTEE Steve W Chaddick, Steve W Chaddick, Georgia Tech ’70Georgia Tech ’70Georgia Tech ’70Georgia Tech ’70Georgia Tech ’70Managing Partner, Ridgewood Managing Partner, Ridgewood Advisors, LLC

TRUSTEE TRUSTEE TRUSTEE TRUSTEE John M Green, John M Green, John M Green, Nebraska Wesleyan ’60Retired Executive Director, Phi Kappa Tau Retired Executive Director, Phi Kappa Tau Fraternity and FoundationFraternity and Foundation

TRUSTEETRUSTEETRUSTEEReza Hashampour, Reza Hashampour, Georgetown ’82Chairman and CEO, Polaris Asset Chairman and CEO, Polaris Asset CorporationCorporation

TRUSTEETRUSTEETRUSTEETRUSTEEGregory M Heilmeier, Gregory M Heilmeier, Bethany ’86Owner, Tasty Pure Food Co.Owner, Tasty Pure Food Co.

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TRUSTEETRUSTEETRUSTEEThomas A Jeswald, Thomas A Jeswald, Ohio ’63Retired Vice President of Human Resources, Planning Retired Vice President of Human Resources, Planning Retired Vice President of Human Resources, Planning Retired Vice President of Human Resources, Planning Retired Vice President of Human Resources, Planning Retired Vice President of Human Resources, Planning and Development, PNC Financial Services Groupand Development, PNC Financial Services Groupand Development, PNC Financial Services Groupand Development, PNC Financial Services Groupand Development, PNC Financial Services Group

TRUSTEETRUSTEETRUSTEETRUSTEETRUSTEERick A Keltner,Rick A Keltner,Rick A Keltner,Rick A Keltner, Sacramento State ’76 Sacramento State ’76Realtor, Coldwell Banker Real Estate CorporationRealtor, Coldwell Banker Real Estate CorporationRealtor, Coldwell Banker Real Estate CorporationRealtor, Coldwell Banker Real Estate CorporationRealtor, Coldwell Banker Real Estate CorporationRealtor, Coldwell Banker Real Estate CorporationRealtor, Coldwell Banker Real Estate Corporation

TRUSTEETRUSTEETRUSTEERichard F Michael, Richard F Michael, Michigan Tech ’70Michigan Tech ’70Michigan Tech ’70Michigan Tech ’70Owner, Richard Michael State Farm Owner, Richard Michael State Farm Owner, Richard Michael State Farm Owner, Richard Michael State Farm Insurance AgencyInsurance AgencyInsurance Agency

TTRUSTEERUSTEERUSTEEStephan M Nelson, Stephan M Nelson, Stephan M Nelson, Southern Mississippi ’73Southern Mississippi ’73Southern Mississippi ’73Southern Mississippi ’73Southern Mississippi ’73Southern Mississippi ’73Owner, S.M.N. Properties Inc.Owner, S.M.N. Properties Inc.Owner, S.M.N. Properties Inc.Owner, S.M.N. Properties Inc.Owner, S.M.N. Properties Inc.

TRUSTEETRUSTEETRUSTEETRUSTEEJeffrey L Rivard, Central Michigan ’65Central Michigan ’65Central Michigan ’65Central Michigan ’65Central Michigan ’65Central Michigan ’65Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Executive Director, Western Pennsylvania Golf Association

TRUSTEETRUSTEERoss E Roeder, Ross E Roeder, Michigan State ’58Michigan State ’58Michigan State ’58Michigan State ’58Michigan State ’58Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Chairman of the Board, Chico’s and Chairman of the Board and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, IncBoard and Chief Executive Officer, FSWM, Inc

TRUSTEETRUSTEETRUSTEEBrent W Vickery,Brent W Vickery,Brent W Vickery,Brent W Vickery,Brent W Vickery,Brent W Vickery, Texas-Austin ’81 Texas-Austin ’81 Texas-Austin ’81Vice President of Sales and Marketing, Vice President of Sales and Marketing, Vice President of Sales and Marketing, Vice President of Sales and Marketing, Vice President of Sales and Marketing, Vice President of Sales and Marketing, Vice President of Sales and Marketing, Vice President of Sales and Marketing, Vice President of Sales and Marketing, Commercial Insurance Group LLCCommercial Insurance Group LLCCommercial Insurance Group LLCCommercial Insurance Group LLCCommercial Insurance Group LLCCommercial Insurance Group LLCCommercial Insurance Group LLCCommercial Insurance Group LLCCommercial Insurance Group LLC

*Ex-officio, non-voting*Ex-officio, non-voting*Ex-officio, non-voting*Ex-officio, non-voting*Ex-officio, non-voting*Ex-officio, non-voting

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FOUNDATION STAFF

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 5

Chief Executive Officer C Steven Hartman, Muskingum ’89

Director of Development Tyler C Wash, Georgetown ’06

Development Coordinator Julia McMurray

Administrative Assistant Angie Van Winkle

Executive Assistant Cindy Morgan

Elfers/Omega

$700KElf /OO

Restricted/ Chapter Funds

$1.7M

General Endowment

$1.9M

Boles Trust $4.4M

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The BOLES TRUST was established through the estate of Phi Kappa Tau Honorary Founder Ewing T Boles, Centre ’14. Brother Boles set up the original Phi Kappa Tau Educational Foundation in 1945 in Columbus, Ohio, and in 1985 donated the largest gift ever given to a fraternity foundation at that time, a matching gift of $1 million for the Decision for Phi Kappa Tau Campaign. In his estate plan, he left the Foundation another gift of $3 million in a trust. His son, E Thomas Boles, William & Mary ’39, a William & Mary ’39, a William & Mary ’39pediatric surgeon, has also been a loyal donor to the Foundation.

The GENERAL ENDOWMENT FUND 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 over these funds and their utilization.

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

purpose, program, chapter or other educational purpose, program, chapter or other educational purpose, program, chapter or other educational pursuit that is related to the Fraternity. Examples of pursuit that is related to the Fraternity. Examples of pursuit that is related to the Fraternity. Examples of pursuit that is related to the Fraternity. Examples of these funds are Chapter Educational Grants, Named these funds are Chapter Educational Grants, Named these funds are Chapter Educational Grants, Named these funds are Chapter Educational Grants, Named these funds are Chapter Educational Grants, Named Scholarships and Leadership Endowments.Scholarships and Leadership Endowments.Scholarships and Leadership Endowments.

The ELFERS/OMEGA SCHOLARSHIP FUND ELFERS/OMEGA SCHOLARSHIP FUND ELFERS/OMEGA SCHOLARSHIP FUND ELFERS/OMEGA SCHOLARSHIP FUND was established through a bequest by Paul A Elfers, was established through a bequest by Paul A Elfers, was established through a bequest by Paul A Elfers, was established through a bequest by Paul A Elfers, was established through a bequest by Paul A Elfers, was established through a bequest by Paul A Elfers, Wisconsin-Madison ’24. Wisconsin-Madison ’24. Wisconsin-Madison ’24. Wisconsin-Madison ’24. The Elfers Fund has grown The Elfers Fund has grown The Elfers Fund has grown to $700,000 and supports six Phi Kappa Tau to $700,000 and supports six Phi Kappa Tau to $700,000 and supports six Phi Kappa Tau to $700,000 and supports six Phi Kappa Tau to $700,000 and supports six Phi Kappa Tau undergraduate scholarships per year.undergraduate scholarships per year.undergraduate scholarships per year.

THE EWING T BOLES EXECUTIVEOFFICES, CENTENNIAL GARDENS

AND ARCHIVES

BROTHERHOOD FUND SUPPORT(ANNUAL FUND)

Proceeds from these funds are Proceeds from these funds are applied each year to support applied each year to support

Kappa Tau Foundation Board Kappa Tau Foundation Board of Trustees has established a of Trustees has established a

to be used annually for operations to be used annually for operations

$240K

$90K

$250K

$18K

Operating Income $170K

6 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

Total Assets = $10.1M

Total Support = $768K

“The learning and training programs

supported by the Foundation are essential to the continued development of the members. I tell continued development of the members. I tell people that someone cared enough about you people that someone cared enough about you to donate while you were an undergraduate and to donate while you were an undergraduate and now it is your turn to pass that caring onto the now it is your turn to pass that caring onto the next group of Phi Taus.next group of Phi Taus.

” - Michael French, Kent State ’88

The Boles Trust underwrites

programming that is provided by the Fraternity to chapters and brothers, including chapter services, Leadership Academy, Presidents Academy, Building Men of Character Retreats, UIFI Presidents Academy, Building Men of Character Retreats, UIFI Presidents Academy, Building

sponsorships and Regional Conferences. In 2012, the Boles sponsorships and Regional Conferences. In 2012, the Boles sponsorships and Regional

Trust contributed $241,156 to programming.

In 2012, the General Endowment contributed $70,000 to programming and scholarships.

In 2012, Restricted/Chapter Funds generated $291,000 in support back to students, chapters and the SeriousFun Children’s Network.

In 2012, The Elfers/Omega Fund distributed $21,000 in scholarships.

Supports general Phi Kappa Tau administrative and event planning

Phi Kappa Tau FoundationStatement of Functional Expenses For Years Ending June 30

Grants &Scholarships

AlumniRelations & The Laurel

Management& General

Management& General

Management Fundraising &Membership

Fundraising &Membership

Fundraising &

DevelopmentMembershipDevelopmentMembership

Total

2010 $511,462 $79,880 $398,134 $119,371 $1,108,847

2011

2012

$388,637

$375,211

$59,051

$56,783

$387,304

$360,510

$81,670

$60,486

$916,662

$511,462 $79,880 $398,134 $119,371 $1,108,847$511,462 $79,880 $398,134 $119,371 $1,108,847$511,462 $79,880 $398,134 $119,371 $1,108,847$511,462 $79,880 $398,134 $119,371 $1,108,847

$852,990

General Endowment* Cash and Pledges Receivable Real Estate—5221 Morning Sun Road Named Scholarships & CEGs* Boles TrustOther*Paul A Elfers Scholarship Fund moved to

Named Scholarship & CEGs in 2012

Total Asset ComparisonFROM AUDITED FINANCIAL STATEMENTS

2012 - $10,100,000

$1,900,000

$230,000$230,000

$1,100,000

$2,440,000

$4,380,000

$50,000$50,000$50,000

2010 - $9,520,000

$2,530,000

$386,000

$1,210,000

$1,250,000

$4,007,000

$137,000$137,000

2011 - $10,548,000

2012 $10 100 000

$2,990,000

$230,000$230,000

$1,151,000$1,449,000

$4,580,000

$148,000$148,000$148,000

$230,000

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 7

KEY= Presidents Academy

= Leadership Academy

= Building Men of Character Retreats= Building Men of Character Retreats= Building Men of

= Regional Conferences

= Scholarships

= Programs

= Housing

At the absolute core of the Foundation is a long tradition of alumni, parents and phriends stepping At the absolute core of the Foundation is a long tradition of alumni, parents and phriends stepping At the absolute core of the Foundation is a long tradition of alumni, parents and phriends stepping At the absolute core of the Foundation is a long tradition of alumni, parents and phriends stepping

forward to advance Phi Kappa Tau, ensuring the quality of the experience remains high for members forward to advance Phi Kappa Tau, ensuring the quality of the experience remains high for members forward to advance Phi Kappa Tau, ensuring the quality of the experience remains high for members forward to advance Phi Kappa Tau, ensuring the quality of the experience remains high for members

in years to come.in years to come.

BROTHERHOOD FUND BROTHERHOOD FUND The Brotherhood Fund, formally the Annual The Brotherhood Fund, formally the Annual

Fund, is unrestricted and limitless in its 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 Fraternity website, alumni programming Fraternity website, alumni programming Fraternity website, alumni programming

and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support and expansion. It is the Foundation’s top priority to provide direct and immediate support

to the programs and chapters most in need. to the programs and chapters most in need. to the programs and chapters most in need. to the programs and chapters most in need. to the programs and chapters most in need. to the programs and chapters most in need. to the programs and chapters most in need.

CHAPTER LEVEL GIVING CHAPTER LEVEL GIVING CHAPTER LEVEL GIVING CHAPTER LEVEL GIVING CHAPTER LEVEL GIVING CHAPTER LEVEL GIVING Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau Chapter Educational Grant Funds are accounts within the Phi Kappa Tau

Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’ Foundation. They are set up to receive gifts and restrict them for specific chapters’

educational benefit. The money can’t be used for any other chapter or for the educational benefit. The money can’t be used for any other chapter or for the educational benefit. The money can’t be used for any other chapter or for the educational benefit. The money can’t be used for any other chapter or for the educational benefit. The money can’t be used for any other chapter or for the educational benefit. The money can’t be used for any other chapter or for the educational benefit. The money can’t be used for any other chapter or for the educational benefit. The money can’t be used for any other chapter or for the

Fraternity’s general endowment. The local Board of Governors determines how Fraternity’s general endowment. The local Board of Governors determines how Fraternity’s general endowment. The local Board of Governors determines how Fraternity’s general endowment. The local Board of Governors determines how Fraternity’s general endowment. The local Board of Governors determines how Fraternity’s general endowment. The local Board of Governors determines how Fraternity’s general endowment. The local Board of Governors determines how Fraternity’s general endowment. The local Board of Governors determines how

the funds are utilized on the chapter’s behalf.the funds are utilized on the chapter’s behalf.the funds are utilized on the chapter’s behalf.the funds are utilized on the chapter’s behalf.the funds are utilized on the chapter’s behalf.

GOLD GIVING GOLD GIVING GOLD GIVING Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10 Graduates of the Last Decade (GOLD) make up approximately 10

percent of living Phi Kappa Tau percent of living Phi Kappa Tau percent of living Phi Kappa Tau percent of living Phi Kappa Tau alumni. This segment of alumni alumni. This segment of alumni alumni. This segment of alumni alumni. This segment of alumni

wish to support the Phi Kappa Tau Foundation but do not yet have wish to support the Phi Kappa Tau Foundation but do not yet have wish to support the Phi Kappa Tau Foundation but do not yet have wish to support the Phi Kappa Tau Foundation but do not yet have wish to support the Phi Kappa Tau Foundation but do not yet have wish to support the Phi Kappa Tau Foundation but do not yet have wish to support the Phi Kappa Tau Foundation but do not yet have

the means because they are still in the early stages of their careers the means because they are still in the early stages of their careers the means because they are still in the early stages of their careers the means because they are still in the early stages of their careers the means because they are still in the early stages of their careers the means because they are still in the early stages of their careers the means because they are still in the early stages of their careers

and starting a family. To provide recent graduates with avenues and starting a family. To provide recent graduates with avenues and starting a family. To provide recent graduates with avenues and starting a family. To provide recent graduates with avenues and starting a family. To provide recent graduates with avenues and starting a family. To provide recent graduates with avenues

to donate, the Foundation seeks to offer GOLD alumni the to donate, the Foundation seeks to offer GOLD alumni the to donate, the Foundation seeks to offer GOLD alumni the to donate, the Foundation seeks to offer GOLD alumni the to donate, the Foundation seeks to offer GOLD alumni the to donate, the Foundation seeks to offer GOLD alumni the

opportunity to become members of the GOLD level of the opportunity to become members of the GOLD level of the opportunity to become members of the GOLD level of the opportunity to become members of the GOLD level of the opportunity to become members of the GOLD level of the

Ewing T Boles Society. A GOLD alumnus can be a society Ewing T Boles Society. A GOLD alumnus can be a society Ewing T Boles Society. A GOLD alumnus can be a society Ewing T Boles Society. A GOLD alumnus can be a society

member for $100 multiplied by the number of years since member for $100 multiplied by the number of years since member for $100 multiplied by the number of years since member for $100 multiplied by the number of years since

graduation.

8 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

UNDERGRADUATE GIVINGUNDERGRADUATE GIVINGUNDERGRADUATE GIVINGUNDERGRADUATE GIVINGThe Brothers Trust is a group of Phi Kappa Tau undergraduates who have decided to expand their support The Brothers Trust is a group of Phi Kappa Tau undergraduates who have decided to expand their support The Brothers Trust is a group of Phi Kappa Tau undergraduates who have decided to expand their support The Brothers Trust is a group of Phi Kappa Tau undergraduates who have decided to expand their support The Brothers Trust is a group of Phi Kappa Tau undergraduates who have decided to expand their support

of their Fraternity by making a financial contribution to the Phi Kappa Tau Foundation. Through their of their Fraternity by making a financial contribution to the Phi Kappa Tau Foundation. Through their of their Fraternity by making a financial contribution to the Phi Kappa Tau Foundation. Through their of their Fraternity by making a financial contribution to the Phi Kappa Tau Foundation. Through their of their Fraternity by making a financial contribution to the Phi Kappa Tau Foundation. Through their

participation in the Brothers Trust, these undergraduates join their alumni counterparts in supporting Phi participation in the Brothers Trust, these undergraduates join their alumni counterparts in supporting Phi participation in the Brothers Trust, these undergraduates join their alumni counterparts in supporting Phi participation in the Brothers Trust, these undergraduates join their alumni counterparts in supporting Phi participation in the Brothers Trust, these undergraduates join their alumni counterparts in supporting Phi

Kappa Tau by establishing an early and commendable pattern of giving that will help Phi Kappa Tau today Kappa Tau by establishing an early and commendable pattern of giving that will help Phi Kappa Tau today Kappa Tau by establishing an early and commendable pattern of giving that will help Phi Kappa Tau today Kappa Tau by establishing an early and commendable pattern of giving that will help Phi Kappa Tau today Kappa Tau by establishing an early and commendable pattern of giving that will help Phi Kappa Tau today Kappa Tau by establishing an early and commendable pattern of giving that will help Phi Kappa Tau today

and for generations to come. and for generations to come.

BUILDING HISTORY INITIATIVE BUILDING HISTORY INITIATIVE BUILDING HISTORY INITIATIVE BUILDING HISTORY INITIATIVE BUILDING HISTORY INITIATIVE You can sponsor specific areas within the Ewing T Boles Executive Offices and the Centennial You can sponsor specific areas within the Ewing T Boles Executive Offices and the Centennial You can sponsor specific areas within the Ewing T Boles Executive Offices and the Centennial You can sponsor specific areas within the Ewing T Boles Executive Offices and the Centennial You can sponsor specific areas within the Ewing T Boles Executive Offices and the Centennial You can sponsor specific areas within the Ewing T Boles Executive Offices and the Centennial You can sponsor specific areas within the Ewing T Boles Executive Offices and the Centennial

Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized Gardens, sponsor a bronze chapter shield on the Wall of Chapters and/or purchase a personalized

brick, which will be placed in the Centennial Gardens.brick, which will be placed in the Centennial Gardens.brick, which will be placed in the Centennial Gardens.brick, which will be placed in the Centennial Gardens.brick, which will be placed in the Centennial Gardens.

MEMORIAL AND HONORARY INITIATIVEMEMORIAL AND HONORARY INITIATIVEMEMORIAL AND HONORARY INITIATIVEMEMORIAL AND HONORARY INITIATIVEMEMORIAL AND HONORARY INITIATIVEMEMORIAL AND HONORARY INITIATIVEMEMORIAL AND HONORARY INITIATIVEMEMORIAL AND HONORARY INITIATIVEA memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary A memorial gift allows you to pay tribute to a departed member, friend, parent or son, while an honorary

gift allows you to commemorate special people by making a gift in their name. gift allows you to commemorate special people by making a gift in their name. gift allows you to commemorate special people by making a gift in their name. gift allows you to commemorate special people by making a gift in their name. gift allows you to commemorate special people by making a gift in their name. gift allows you to commemorate special people by making a gift in their name.

MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS MEN OF CHARACTER PROGRAMS SPONSORSHIPS You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents You can provide a sponsorship for an undergraduate brother to attend Leadership Academy, Presidents

Academy or any of Phi Kappa Tau’s Men of Character Programs.Academy or any of Phi Kappa Tau’s Men of Character Programs.Academy or any of Phi Kappa Tau’s Men of Character Programs.Academy or any of Phi Kappa Tau’s Men of Character Programs.Academy or any of Phi Kappa Tau’s Men of Character Programs.Academy or any of Phi Kappa Tau’s Men of Character Programs.Academy or any of Phi Kappa Tau’s Men of Character Programs.

SERIOUSFUN STIPEND INITIATIVESERIOUSFUN STIPEND INITIATIVESERIOUSFUN STIPEND INITIATIVESERIOUSFUN STIPEND INITIATIVESERIOUSFUN STIPEND INITIATIVESERIOUSFUN STIPEND INITIATIVESERIOUSFUN STIPEND INITIATIVEPhi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late

Paul Newman, Ohio ’43. Ohio ’43. You can provide an undergraduate brother the opportunity to volunteer at a You can provide an undergraduate brother the opportunity to volunteer at a You can provide an undergraduate brother the opportunity to volunteer at a You can provide an undergraduate brother the opportunity to volunteer at a You can provide an undergraduate brother the opportunity to volunteer at a You can provide an undergraduate brother the opportunity to volunteer at a You can provide an undergraduate brother the opportunity to volunteer at a You can provide an undergraduate brother the opportunity to volunteer at a

camp by donating a travel stipend. camp by donating a travel stipend.

To learn more visit:www.phikappatau.org/foundation

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 9

The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional The Phi Kappa Tau Men of Character Programs, such as Leadership Academy, Presidents Academy, Regional Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and Conferences, Building Men of Character Retreats and Volunteer Development Institute, form a greater and deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help deeper understanding of Phi Kappa Tau values in order to build and sustain outstanding chapters to help individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, individual brothers grow as leaders. These programs are intended to enrich all members’ collegiate experience, and create strong bonds of brotherhood within chapters and across generations and geographies.and create strong bonds of brotherhood within chapters and across generations and geographies.and create strong bonds of brotherhood within chapters and across generations and geographies.and create strong bonds of brotherhood within chapters and across generations and geographies.and create strong bonds of brotherhood within chapters and across generations and geographies.and create strong bonds of brotherhood within chapters and across generations and geographies.and create strong bonds of brotherhood within chapters and across generations and geographies.and create strong bonds of brotherhood within chapters and across generations and geographies.

ENDOWED LEADERSHIP ACADEMY FELLOWSHIPS

The following endowed fellowships generate income that supports

Leadership Academy in perpetuity:

John M Green, Nebraska Wesleyan ’60Todd E Napier, Evansville ’83

55Presidents Academy graduates Presidents Academy graduates Presidents Academy graduates

396Regional Conferences participants Regional Conferences participants Regional Conferences participants Regional Conferences participants Regional Conferences participants

98Leadership Academy graduates Leadership Academy graduates Leadership Academy graduates

1264Total number of undergraduatesTotal number of undergraduatesTotal number of undergraduates

attending a Men of Character Program attending a Men of Character Program attending a Men of Character Program

2001

78

2002

165

2003

466

2004

443

2005

673

2006

461

2007

667

2008

478

2009

754

2011

776

2010

683

800800

700

600

500

400400

300300

200200

100100

00

MEN OF CHARACTERMEN OF CHARACTERMEN OF CHARACTERMEN OF CHARACTERMEN OF CHARACTERMEN OF CHARACTERMEN OF CHARACTERPROGRAMS IMPACTPROGRAMS IMPACTPROGRAMS IMPACT

Total number of members involved in Foundation-sponsoredTotal number of members involved in Foundation-sponsoredTotal number of members involved in Foundation-sponsoredMen of Character Programs since 2001. Men of Character Programs since 2001.

2012

1264

“I had a great experience at I had a great experience at I had a great experience at

Presidents Academy. Tampa, Fla., Presidents Academy. Tampa, Fla., Presidents Academy. Tampa, Fla., Presidents Academy. Tampa, Fla., Presidents Academy. Tampa, Fla., was gorgeous and a perfect place was gorgeous and a perfect place was gorgeous and a perfect place was gorgeous and a perfect place was gorgeous and a perfect place was gorgeous and a perfect place to host a program. It was truly an to host a program. It was truly an to host a program. It was truly an to host a program. It was truly an to host a program. It was truly an honor to be surrounded by the other honor to be surrounded by the other honor to be surrounded by the other honor to be surrounded by the other young leaders of our Fraternity. I young leaders of our Fraternity. I young leaders of our Fraternity. I

picked up so many innovative ideas to motivate my picked up so many innovative ideas to motivate my picked up so many innovative ideas to motivate my men and make my colony better.men and make my colony better.men and make my colony better.men and make my colony better.

” - Brendon Vickery, - Brendon Vickery, - Brendon Vickery, Texas-Austin ’12

10 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

LA Leadership Academy Sponsorship Leadership Academy Sponsorship Leadership Academy Sponsorship Leadership Academy Sponsorship LA Leadership Academy Sponsorship LAPA Presidents Academy Sponsorship Presidents Academy Sponsorship Presidents Academy Sponsorship Presidents Academy Sponsorship Presidents Academy SponsorshipPA Presidents Academy SponsorshipPAPA Presidents Academy SponsorshipPARC Regional Conferences Sponsorship Regional Conferences Sponsorship Regional Conferences Sponsorship Regional Conferences Sponsorship Regional Conferences Sponsorship Regional Conferences Sponsorship Regional Conferences Sponsorship

BMC Building Men of Character Retreat Sponsorship Building Men of Character Retreat Sponsorship Building Men of Character Retreat Sponsorship Building Men of Character Retreat Sponsorship Building Men of Character Retreat Sponsorship Building Men of Character Retreat SponsorshipVDI Volunteer Development Institute Sponsorship Volunteer Development Institute Sponsorship Volunteer Development Institute Sponsorship Volunteer Development Institute Sponsorship Volunteer Development Institute Sponsorship Volunteer Development Institute Sponsorship

SF SeriousFun Stipend SeriousFun Stipend SeriousFun Stipend SeriousFun Stipend

2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER 2012 MEN OF CHARACTER PROGRAMS SPONSORSPROGRAMS SPONSORS

Lisa A Adams Lisa A Adams LAKenneth B Amann, Kenneth B Amann, Georgia Tech ’64 Georgia Tech ’64 LASean M Anderson, Sean M Anderson, Florida State ’96 Florida State ’96 LAKevin J Boatright, Kevin J Boatright, Nebraska Wesleyan ’71 Nebraska Wesleyan ’71 LAGardner Davison Burton,Gardner Davison Burton, Arkansas ’89 Arkansas ’89 LA Children’s Heart Foundation Children’s Heart Foundation SFJohn R Curran, John R Curran, Southern California ’59 Southern California ’59 LAJohn H Cuturilo, John H Cuturilo, North Carolina State’73 North Carolina State’73 LADaniel M Dauer, Daniel M Dauer, Old Dominion ’67 Old Dominion ’67 LAGeorge C Davis Jr, George C Davis Jr, Delaware ’47 LAS Cordell Dombrowski, S Cordell Dombrowski, Ole Miss ’68 Ole Miss ’68 BMCO’Neil B Feltman,O’Neil B Feltman, Auburn ’59 LAWesley R Fugate, Wesley R Fugate, Centre ’99 LAGE Foundation LARoger W Gilbert, UC Berkeley ’50 UC Berkeley ’50 LAJohn C Gray, John C Gray, Oklahoma State ’04 Oklahoma State ’04 SFJames S Hamilton, James S Hamilton, James S Hamilton, James S Hamilton, Ohio State ’63 Ohio State ’63 LAReza Hashampour, Reza Hashampour, Reza Hashampour, Reza Hashampour, Georgetown ’82 Georgetown ’82 LAGregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Bethany ’86 BMCJohn D Hora, John D Hora, Indiana ’52 Indiana ’52 Indiana ’52 Indiana ’52 Indiana ’52 LA

Eric A Hummell, Kent State ’82 Kent State ’82 LARick A Keltner, Sacramento State ’76 Sacramento State ’76 BMCStephen M Kiene, Kentucky ’04 Kentucky ’04 LAGarry A Klingbergs, Cleveland State ’82 Cleveland State ’82 LA, PARobert Leatherman, Akron ’60 Akron ’60 LA, BMCWilliam C Macak, Florida State ’73 Florida State ’73 PARichard F Michael, Michigan Tech ’70 Michigan Tech ’70 SFFrederick E Mills, Ohio State ’66 Ohio State ’66 BMCTodd E Napier, Evansville ’83 LAMatthew Parker, Evansville ’93 SFThomas G Preston, Delaware ’64 Delaware ’64 SFEdward M Rauen, Cincinnati ’98 Cincinnati ’98 LAVincente P Sandy, Ohio ’02 LAEdgar E Sego, Florida ’61 BMCAllyn R Shaw, Michigan State ’85 LAScott G Stewart, Nebraska-Kearney ’69 Nebraska-Kearney ’69 LARobert M Watts, Auburn ’62 LAW Byars Wells, Transylvania ’98 LARichard Wilson, Indiana ’81 LALA LANicholas F Zappitelli, Florida State ’03 Florida State ’03 LA

The Phi Kappa Tau Foundation supports the Fraternity’s Men of The Phi Kappa Tau Foundation supports the Fraternity’s Men of The Phi Kappa Tau Foundation supports the Fraternity’s Men of The Phi Kappa Tau Foundation supports the Fraternity’s Men of The Phi Kappa Tau Foundation supports the Fraternity’s Men of The Phi Kappa Tau Foundation supports the Fraternity’s Men of The Phi Kappa Tau Foundation supports the Fraternity’s Men of Character Programs with general and specific gifts that donors allocate for Character Programs with general and specific gifts that donors allocate for Character Programs with general and specific gifts that donors allocate for Character Programs with general and specific gifts that donors allocate for Character Programs with general and specific gifts that donors allocate for certain programs. These program sponsorships are given by members and certain programs. These program sponsorships are given by members and certain programs. These program sponsorships are given by members and certain programs. These program sponsorships are given by members and certain programs. These program sponsorships are given by members and phriends who understand the importance of leadership development. phriends who understand the importance of leadership development. phriends who understand the importance of leadership development. phriends who understand the importance of leadership development. phriends who understand the importance of leadership development.

A sponsorship to a Men of Character Program allows the young brothers A sponsorship to a Men of Character Program allows the young brothers A sponsorship to a Men of Character Program allows the young brothers A sponsorship to a Men of Character Program allows the young brothers A sponsorship to a Men of Character Program allows the young brothers to attend these programs at minimal cost to themselves or their chapter. to attend these programs at minimal cost to themselves or their chapter. to attend these programs at minimal cost to themselves or their chapter. to attend these programs at minimal cost to themselves or their chapter. to attend these programs at minimal cost to themselves or their chapter.

22001122 MMEENN OOFF CCHHAARRAACCTTTEERR

PHI KAPPA TAUINSPIRES YOUNG LEADERS

Through a variety of programs and fraternity experiences, we build upon our young leaders’ enthusiasm to help them grow lifelong skills and friendships.

The Men of Character Programs Phi Kappa Tau provides its members are intended to enrich each undergraduate’s college experience, create strong chapters and build brotherhood across generations.

If you would like to get involved or learn more about these Men of Character Programs, contact education@phikappatau.org.

Th Ph K F d h F

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 11

The Phi Kappa Tau Foundation provides 19 scholarships, totaling $30,000 to students pursuing bachelor’s, master’s and doctorate degrees.

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

“It really is an impressive group across the

board in terms of excellence. They are excelling in the classroom, excelling outside the classroom, participating in a myriad of community service initiatives and providing leadership to their chapters and colonies.

” - Rick Harrison, Ohio ’79Scholarship Selection Committee Chairman” Scholarship Selection Committee Chairman”

PAUL A ELFERS OMEGA PAUL A ELFERS OMEGA SCHOLARSHIPS SCHOLARSHIPS SCHOLARSHIPS Steven Anderson, Steven Anderson, Nebraska Wesleyan’12 Phil Frandina, Phil Frandina, RIT ’08 Ravi Mehta, Ravi Mehta, Georgia ’11 Evan Ernst, Florida State ’09 Ryan Stover, Baldwin Wallace ’10 John Ryniawec, Westminster ’10

J OLIVER AMOS Scott Layden, Indiana U of Pennsylvania ’98JACK L ANSON Fredilito Tugas, Old Dominion ’11REA A AND LELA AXLINE Kevin McNicholas, Rutgers ’12EWING T BOLES Stephen Riddle, Louisville ’10E THOMAS BOLES JR, M.D. Luke Nantz, Case Western ’09THOMAS C CUNNINGHAM* Ray Sophie, Southern Illinois ’08PAUL A ELFERS Eric Lindberg, Georgia ’11GREGORY D HOLLEN* Matthew Figliotti, RIT ’10J FRANKLIN S MCMULLAN Daniel Eisenberg, West Virginia Tech ’11HAROLD H SHORT Joseph Menousek, Nebraska ’12ERNEST H VOLWILER Jack Ly, Southern Mississippi ’10PARENTS FUND SCHOLARSHIPS Jeff Steller, Kentucky ’06 Jonathan Moberly, Jonathan Moberly, Indiana ’09Indiana ’09*Endowed

APPLY FOR AFOUNDATION SCHOLARSHIP

For more information about Foundation scholarships, visit www.phikappatau.org/scholarships.

Scholarship forms and details are available on the website. The yearly deadline for submission is April 1.

FUND A SCHOLARSHIPFinancial assistance is in high demand. The Foundation’s long-term goal is to increase the number of scholarships in order to better serve Phi Kappa Tau members. If you

are interested in funding a scholarship, contact Director of Development Tyler Wash, Georgetown ’06, atGeorgetown ’06, atGeorgetown ’06,

twash@phikappatau.org or (800) PKT-1906 x271.FOUNDATION NAMED SCHOLARSHIPS

12 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Paul Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Paul Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Paul Phi Kappa Tau is proud of its affiliation with SeriousFun Children’s Network, established by the late Paul Newman, Ohio ’43. Camps across the country and around the world are special places designed to provide a Newman, Ohio ’43. Camps across the country and around the world are special places designed to provide a Newman, Ohio ’43. Camps across the country and around the world are special places designed to provide a Newman, Ohio ’43. Camps across the country and around the world are special places designed to provide a healthy dose of laughter and enjoyment for children with serious illnesses. healthy dose of laughter and enjoyment for children with serious illnesses. healthy dose of laughter and enjoyment for children with serious illnesses. healthy dose of laughter and enjoyment for children with serious illnesses. healthy dose of laughter and enjoyment for children with serious illnesses. healthy dose of laughter and enjoyment for children with serious illnesses.

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

Thomas P Baxley, Thomas P Baxley, RIT ’10Eric A Bellin, Eric A Bellin, Cornell ’11Zane Buckey, Zane Buckey, Southern Illinois ’11Southern Illinois ’11Austin T Christie, Austin T Christie, Louisville ’12Louisville ’12Manuel A Davila-Molina, Manuel A Davila-Molina, Cornell ’09Cornell ’09Scott DeMunck, Scott DeMunck, Bradley ’08Eric Duckworth, Eric Duckworth, Southern Mississippi ’10Southern Mississippi ’10Karl Duesterhaus, Karl Duesterhaus, Truman State ’09Truman State ’09Evan Ernst, Florida State ’09Zack W Ernst, Florida State ’11Guillermo J Flores, Southern Illinois ’08Alec M Gialamas, Bradley ’09Gordon Glover, Old Dominion ’10Alexander Halverson, Florida State ’11Doug Handscombe, Florida State ’11Grant Harmon, Bradley ’09Ken Johnson, Georgia ’11Alex P Kapustka, Bradley ’10Clayton M Keiser, Murray State ’10Christopher M Keith, Evansville ’11William Knight, Florida State ’11Nicholas Krol, Bradley ’11Daniel Londono, Cornell ’10Theodore M Loveland, Bradley ’10Jack T Ly, Southern Mississippi ’10Kyle B Maccracken, Bradley ’09Benjamin M Majkszak, Cornell ’12Collin M McKenzie, Louisville ’10Grant W McKenzie, Louisville ’12Trent P Myers, Florida State ’08Daniel Nissan, College of New Jersey ’12Michael L Owens, Ohio ’11Derek E Paxson, Cornell ’11Joshua Perkey, Joshua Perkey, Joshua Perkey, Southern Illinois ’11Southern Illinois ’11

Giuseppe Perricone, Southern Illinois ’10Southern Illinois ’10Southern Illinois ’10Southern Illinois ’10Stephen C Riddle, Louisville ’10Louisville ’10Louisville ’10Brian H Robb, Case Western ’10Case Western ’10Case Western ’10Mark Rubelowsky, Southern Mississippi ’11 Southern Mississippi ’11 Southern Mississippi ’11 Southern Mississippi ’11Michael A Sanborn, Virginia Tech ’11Virginia Tech ’11Virginia Tech ’11Samuel H Schnog, Cornell ’10Cornell ’10Zane Schultz, Florida State ’10Florida State ’10Charles F Schwartz, Cornell ’11Cornell ’11Cornell ’11Sam Smith, Sam Smith, Bradley ’09Zachary E Sobeck, Zachary E Sobeck, Florida State ’11Jason J Stafflinger, Jason J Stafflinger, Old Dominion ’08Christopher B Thomas, Christopher B Thomas, Southern Illinois ’11Jake Thoren, Jake Thoren, Bradley ’11Fredelito Yvan M Tugas, Fredelito Yvan M Tugas, Old Dominion ’11Tyler E Wardle, Tyler E Wardle, Central Michigan ’11Stephen D Williams, Stephen D Williams, College of New Jersey ’12Michael J Zeniecki, Michael J Zeniecki, Bradley ’09

JJJ y,y,y

“In supporting our brothers with stipends over the last 10

years, it was my hope that it would enable more brothers to spend a summer or week at a SeriousFun camp. I donated spend a summer or week at a SeriousFun camp. I donated to the SeriousFun Stipend Fund before I volunteered at camp to the SeriousFun Stipend Fund before I volunteered at camp and I stepped up my giving when I got involved with Flying and I stepped up my giving when I got involved with Flying Horse Farms and Double H Ranch.Horse Farms and Double H Ranch.

””- Dick Michael, - Dick Michael, Michigan Tech ‘70WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 13

SERIOUSFUN STIPEND RECIPIENTSSERIOUSFUN STIPEND RECIPIENTSSERIOUSFUN STIPEND RECIPIENTSSERIOUSFUN STIPEND RECIPIENTS

Members who made a gift in 2012 are listed alphabetically by Members who made a gift in 2012 are listed alphabetically by chapter. Ewing T Boles Society members (donors who chapter. Ewing T Boles Society members (donors who contribute $1,000 or more in 2012) are listed first in bold. contribute $1,000 or more in 2012) are listed first in bold. Gifts from non-members are included in the Phriends of Phi Gifts from non-members are included in the Phriends of Phi Tau and parents sections.

First-Time Donors Brothers Trust (undergraduates and young alumni who Brothers Trust (undergraduates and young alumni who have graduated in the past five years)

+ Donors who have entered Chapter Eternal

The Phi Kappa Tau Foundation is proud to present the 2012 The Phi Kappa Tau Foundation is proud to present the 2012 Honor Roll of Donors. This list recognizes everyone who made Honor Roll of Donors. This list recognizes everyone who made Honor Roll of Donors. This list recognizes everyone who made a gift between Jan. 1, 2012 and Dec. 31, 2012.

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

Alpha-MiamiWill Stratton Fisher III ’80Will Stratton Fisher III ’80Will Stratton Fisher III ’80Will Stratton Fisher III ’80Douglas C Adams ’81J Frank Adams Jr ’55 David A Arnold ’56 David H Ashby ’58 Charles T Ball ’82Richard L Barnhart ’51 Joseph R Blanchard ’77 Fred G Breitling ’57 Francis H Buhler ’47Clifford J Callahan ’02 Drew S Callahan ’06 Drew S Callahan ’06 William G Corkins ’57 Trevor M Cost ’00 William E Cromer ’36John C Dan ’74 W Jeffrey Day ’76 Thomas DeJonge ’82 Thomas H Dinwiddie ’50 Norman A Dohner ’41 Curtis R Dunseath ’85 Mitchell T Engel ’71James S Ertel ’71

Charles P Gerstenmaier ’53 Joe B Glass Jr ’54Sam H Halter ’58 Stephen A Hart ’77 Curtiss L Isler ’64 Daniel J Johnson ’74 Edward F Jones ’47 Kevin Kollmeier ’12 Vincent F Krist ’53 Donald E Lease ’50 James C Leopold ’52 Jason C Luring ’96 William L MacDonald ’62 William G Mallory ’54 Robert L Mang ’51 Robert L Mang ’51 Robert J Manning ’74 Kevin Michael Martin ’81 James P McClanahan ’71 David J Morganti ’00Charles Mueller ’65 David L Mueller ’69Paul W Muenzer ’51 Bruce D Munn ’58 Trenton Charles Nehls ’89 Edwin E Ostermann ’43 Mark J Pawlak ’76

IN CASE OF ERROREvery attempt has been made to

ensure the Honor Roll is accurate.If you feel the information is

inaccurate, contact AdministrativeAssistant Angie Van Winkle at

avanwinkle@phikappatau.org or(800) PKT-1906 x224

LIFETIMEGIVING LEVELS

1906 Society $1 million+ Alpha Circle $750,000+ Beta Circle $500,000+

Gamma Circle $250,000+Delta Circle $175,000+Epsilon Circle $125,000+Zeta Circle $100,000+Borradaile Circle $75,000+Shideler Circle $50,000+Boyd Circle $30,000+Douglass Circle $20,000+

Phrenocon Circle $15,000+ Old Main Circle $10,000+

Phi Link $7,500+Kappa Link $5,000+

Tau Link $2,500+

14 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

Thomas W Podwell ’58 David S Preuninger ’67 Robert E Saltmarsh ’50 Charles J Schmermund ’48 Neil M Smalley ’54 Jon R Spahr ’58 David H Stauffer ’61 Carl H Steiss ’62 Thomas D Swepston ’54 David C Tickel ’58 Thomas H Williams ’60

Beta-OhioC Brent DeVore ’61C Brent DeVore ’61C Brent DeVore ’61C Brent DeVore ’61C Brent DeVore ’61John E Donaldson ’49Thomas A Jeswald ’63Richard W Borton ’63 Robert J Borton ’58 Timothy Jon Bowie ’82 John H Brannen ’69 David G Budd ’56 Gary L Clark ’57 Lawrence W Conrad ’64 George S Drop ’57 Michael P Dull ’63 Charles R Emrick Jr ’48 Timothy P Etter ’88 Christopher Garber ’93 Eugene E Haney ’43 Scott Krueckeberg ’93 Brian T Lawrence ’93 Guy A Link ’62 Bruce H Long ’43 James C McAtee ’65 David A Miller ’57 Randall L Murray ’58 Roger L Porter ’49 Joe T Ruby ’69 Vincente P Sandy ’02 Joshua M Smith ’07 Donald Michael Stansberry ’87 George V Voinovich ’56 Fred W Wagner ’57 Justin P Zabor ’98

Gamma- Ohio StateRaymond A Bichimer ’53Norman W Brown ’50 James S Hamilton ’63David A Ruckman ’62Robert G Andrews ’54 William R Clevenger ’46 Otis L Crawford ’52 David M Dreffer ’59 Donald E Fender Jr ’58 James R Harding ’51 Robert B Hibbard ’49 Philip D Jaeger Jr ’58 William F Lawyer ’63 Judson J McIntire ’69 Bradley A Myers ’75 Charles A Nau ’43 Carl S Okeson ’50 Glenn B Redick ’63 Floyd J Singer ’56 Thomas L Stoll ’65 Robert D Strung ’69 Thomas J Tibbitts ’51 D Rex Tracht ’65 John R Workman ’68 Theodore J Zaller ’96 Theodore J Zaller ’96

Delta-CentreWesley R FugateWesley R FugateWesley R FugateWesley R Fugate ’99Stanton F Bahr ’49 Ezekial S Edwards ’10 Leslie A Fugate ’99 Charles E Hughes ’66 Charles E Hughes ’66 Jason D Neiser ’96 Geoffrey E Pfeiffer ’69 Geoffrey E Pfeiffer ’69 Earle V Stone ’50 Zachary M Upton ’08 John E Webb ’48 Robert E Wheeler ’53Robert E Wheeler ’53

Epsilon- Mount UnionJohn S Bracken ’60Gene S Allison ’50 Wayne R Amos ’53 Wayne R Amos ’53 Wayne R Amos ’53 Ian M Andrews ’01 Ian M Andrews ’01 Ian M Andrews ’01 Robert W Bragdon ’65 Robert W Bragdon ’65 Robert W Bragdon ’65 Roy Clunk ’75 George G Cornish ’42 George G Cornish ’42 George G Cornish ’42 Andy Dordea ’43 Andy Dordea ’43 Andy Dordea ’43 Arthur F Dundon ’39Arthur F Dundon ’39Arthur F Dundon ’39 Roy A Fischer ’57 Roy A Fischer ’57 Roy A Fischer ’57 Roy A Fischer ’57 Jason Gudalis ’10 Jason Gudalis ’10 Jason Gudalis ’10 Robert B Hibbard ’78 Robert B Hibbard ’78 Robert B Hibbard ’78 Richard C Hobe ’64 Richard C Hobe ’64 Richard C Hobe ’64 Richard C Hobe ’64 Alex R Koehler ’07 Alex R Koehler ’07 Alex R Koehler ’07 Alex R Koehler ’07 Roger S Luca ’75 Roger S Luca ’75 Roger S Luca ’75 Roger S Luca ’75

NUMBER OF DONORS200

180

160

140

120

100

80

60

40

20

0

Ohi

o

Kent

ucky

Cal

iforn

ia

Penn

sylv

ania

Flor

ida

178 127 122 102 95

WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 15

Christopher S Monrad ’72 Burnel Pinkerton ’49 Clifford D Shields ’41 Dennis C Warstler ’68 Erick J Zimmer ’95

Zeta-IllinoisMichael Cadell ’90 Michael Cadell ’90 Michael Cadell ’90 Earl J Hodges ’62 Robert W Johns ’62 Clarence E Klaus Jr ’57 Robert S Kotlarz ’49Robert J Patterson Jr ’62 Michael John Petit ’78 Thomas L Stone ’77

Eta-MuhlenburgStephen P CraneStephen P CraneStephen P CraneStephen P CraneStephen P Crane ’74 ’74 Jim H Alderfer ’63 Jeff T Baird ’01 Karl S Bourdeau ’72 Edward M Davis Jr ’57 Richard R Gutekunst ’47 Brad A Haubrich ’01 Thomas M Hennessy ’67 Thomas M Lukasiewicz ’84 John J Mampe ’63 John J Mampe ’63 Warner C Pyne III ’78 Warner C Pyne III ’78 Bruce W Reitz Jr ’67 Bruce W Reitz Jr ’67 Bruce W Reitz Jr ’67 Bruce W Reitz Jr ’67 Daniel J Rigotti ’01 Daniel J Rigotti ’01 Daniel J Rigotti ’01 Daniel J Rigotti ’01 Forrest A Schucker ’62 Forrest A Schucker ’62 Forrest A Schucker ’62 Forrest A Schucker ’62 James B Schwartz ’ 77 James B Schwartz ’ 77 James B Schwartz ’ 77 James B Schwartz ’ 77 Robert A Vincent ’63 Robert A Vincent ’63 Robert A Vincent ’63 James RWagner ’50James RWagner ’50James RWagner ’50William W Wightman ’61 William W Wightman ’61 William W Wightman ’61 Rolf B Wolfrom ’72 Rolf B Wolfrom ’72 Rolf B Wolfrom ’72 Paul C Zieger ’59 Paul C Zieger ’59 Paul C Zieger ’59 Paul C Zieger ’59 Christopher Zingaro ’89 Christopher Zingaro ’89 Christopher Zingaro ’89 Christopher Zingaro ’89 Christopher Zingaro ’89

Theta-Transylvania Jack E Dorsey ’53 Jack E Dorsey ’53 Jack E Dorsey ’53 Jack E Dorsey ’53 Jack E Dorsey ’53 Jack E Dorsey ’53 Jack E Dorsey ’53 Charles E Newquist ’72 Charles E Newquist ’72 Charles E Newquist ’72 Charles E Newquist ’72 Charles E Newquist ’72 Charles E Newquist ’72 Charles E Newquist ’72 Donald R Philpot ’57Donald R Philpot ’57Donald R Philpot ’57Donald R Philpot ’57Donald R Philpot ’57Donald R Philpot ’57Fon Rogers II ’71 Fon Rogers II ’71 Fon Rogers II ’71 W Byars Wells ’98W Byars Wells ’98W Byars Wells ’98Garey L White ’46 Garey L White ’46 Garey L White ’46

Iota-CoeMichael F Beecher ’70 Michael F Beecher ’70 Michael F Beecher ’70 Michael F Beecher ’70 Thomas A Granquist ’58 Thomas A Granquist ’58 John F Mankopf ’65John F Mankopf ’65 Michael R Noonan ’84 Michael R Noonan ’84

Kappa-KentuckyJohn L Anson ’58John L Anson ’58John L Anson ’58John L Anson ’58John L Anson ’58 Frank E Barnett ’49 Frank E Barnett ’49 Charles J Cosenza ’50 Charles J Cosenza ’50 Charles J Cosenza ’50 Michael William Crews ’84 Michael William Crews ’84 Martin L Dunning ’07 Martin L Dunning ’07 Richard S Grossman ’74 Richard S Grossman ’74 Kurt William Hamon ’87 Kurt William Hamon ’87 Michael Robert Huffman ’89 Michael Robert Huffman ’89 Stephen M Kiene ’04 Stephen M Kiene ’04 Marion D Miniard ’56 Marion D Miniard ’56 Stanley M Saunier Jr. ’46 Stanley M Saunier Jr. ’46 Thomas J Scott ’59Thomas J Scott ’59Thomas J Scott ’59Michael P Smith ’97 Michael P Smith ’97 Jeffrey R Steller ’06 Jeffrey R Steller ’06 Kevin Gene Vaughn ’78 Kevin Gene Vaughn ’78 Jerry D Westerfield ’60 Jerry D Westerfield ’60 Oscar F Westerfield ’64 Oscar F Westerfield ’64 S Joseph Westerfield ’66S Joseph Westerfield ’66S Joseph Westerfield ’66

Lambda-PurdueGeorge M Bender ’47 George M Bender ’47 George M Bender ’47 George M Bender ’47 George M Bender ’47 George M Bender ’47 Richard K Bowers ’49 Richard K Bowers ’49 Timothy M Burkhart ’95 Timothy M Burkhart ’95 Gordon J Graham ’43 Gordon J Graham ’43

Matthew Stephen Hancher ’89 William E Hemphill ’57 Kent Healy Jackson ’78 Paul D Kelly ’48 Jerrald W Kuenn ’60 Michael W Lennox ’79 John H Lienesch ’62 Edward E Liesse ’55 David J Lindert ’62 Albert O Roberts Jr ’42 Craig F Sears ’68 Timothy A Shaw ’83 John F Shirey ’68 William G Wagner ’65 Frank G Westerman ’52 John M Wilcox ’72 David B Wozniak ’71 R Daniel Zieg ’71

Mu-LawrenceburgDavid R Anderson ’55 David R Anderson ’55 David R Anderson ’55 David R Anderson ’55 David I Booth ’07 Frederic C Brechler ’54 Robert J Dude ’61 John T Fischer ’62 William O Hochkammer Jr ’64 William O Hochkammer Jr ’64 Wayne W Kronquist ’56 Kenneth W Parent ’65Overton B Parrish ’52 James R Petrie ’54 R Paul Rosenheimer ’49 Eugene Wilcox ’57

NUMBER OF FIRST TIME DONORS

70

60

50

40

30

20

10

0

Kent

ucky

Penn

sylv

ania

Cal

iforn

ia

Ohi

o

Neb

rask

a

65 37 25 23 20

16 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 17

Nu-UC BerkeleyRoger W Gilbert ’50Roger W Gilbert ’50Roger W Gilbert ’50Roger W Gilbert ’50Alan J Airoldi ’57 Gregory R Anderson ’76Reginald E Bayley ’56Louis M Cosso ’62 Robert H Duey ’58 Fred F Gregory ’61Rodney S Harl ’90 Lloyd M Langlie ’52 David H Perkins ’48Guy D Petzold ’74 Arpad Radisay ’65 James Albert Remick III ’81 Austin B Reuter Craig S Robbins ’60 Maynard B Rotermund ’49 Richard L Shurtz ’56 Raymond L Shurtz ’55 John S Trouton ’63 Ross N Tucker ’50

Xi-Franklin & MarshallRandolph L Smallwood Jr ’53David Michael Costa ’85 Rocco A Dimeo ’49 J Keiper Groff ’44 Curt H G Heinfelden ’66 Michael Hirak ’42 Alvin R Kneedler ’62 George M Napuda ’55 Edwin E Sekowski ’57 Gerald R Young ’65

Omicron-Penn StateDavid C F Lapinski ’74 David C F Lapinski ’74 David C F Lapinski ’74 David C F Lapinski ’74 David C F Lapinski ’74 G N Van Fleet ’56 H Michael Boyd ’66 Andrew F Cecere ’99William Collier ’55 Eugene A Gress ’53 G William Heath ’54 Robert G Kaiser II ’74Emanuel V Orfanon ’58Bruce V Pettersen ’67 Donald F Rieco ’54 Edward J Sekula Jr ’60 Howard F Thompson ’54 William C Westley Jr ’52 John W Yaag ’56

Pi-Southern CaliforniaRobert E Plumleigh ’47Donald R D Andree ’45 Wayne H Crawford, Jr ’45 John R Curran ’59 Mark J Fronke CPA ’77 Page E Golsan III ’56 Michael L Gray ’65 Melvin E Iizuka ’72 Dale W Ma ’69 Brice T Martin ’49 Duane G Merrill ’70 William F Penney ’72 Dudley G Raynor ’59 Kirk Rogers ’78 Jay E Smith ’70 C Dean Vausbinder ’48 Rick Webb ’46

Rho-RensselaerDonald C Appelby ’39 Donald C Appelby ’39 Donald C Appelby ’39 Donald C Appelby ’39 Donald C Appelby ’39 Donald C Appelby ’39 John H Cunningham Jr ’55 I James Elmore ’46 William D Gutermuth Sr ’41 Anthony S Hendrick ’53 John W Kubovic ’57 Steven L Palmer ’00 Dennis A Ross ’71 Ralph G Schoeffer ’50 Edward K Scofield ’49 John C Stewart ’63 Robert J Thompson Jr ’69 William R Waltz ’50Richard W Wilkinson ’48 Fredrick H Zimmerli ’42

Sigma-SyracuseRobert J King ’40 Robert J King ’40 Robert J King ’40 Robert J King ’40 John J Otis ’42

Tau-Michigan Laurence A Carr ’61 Laurence A Carr ’61 Laurence A Carr ’61 Laurence A Carr ’61 Thomas Perry Christy II ’89 Robert J Currie ’56 Harry N Kotsis ’56William L Powell ’55 Robert C Richter ’56 Joseph J Sullivan ’50 Robert Tau ’87

William S Wells ’47 William S Wells ’47 Gordon G Wepfer ’52 Gordon G Wepfer ’52 Rex J Youse ’64 Rex J Youse ’64

Upsilon-Nebraska WesleyanRichard L Bohy ’58Richard L Bohy ’58Charles G Erickson ’56Charles G Erickson ’56David W Gentry ’79David W Gentry ’79John M Green ’60John M Green ’60Norman J Hietbrink ’59Norman J Hietbrink ’59Robert J Hilkemann ’66Robert J Hilkemann ’66Ronald C Jensen ’ 71Ronald C Jensen ’ 71Larry E Jones ’70Larry E Jones ’70Richard F Jussel ’59Richard F Jussel ’59Richard A Mark ’72Richard A Mark ’72Warren K Mattox ’69Warren K Mattox ’69William W Mickle II ’71William W Mickle II ’71Vonn E Roberts ’71Vonn E Roberts ’71John E Sampson ’60John E Sampson ’60Bryan Myron Schneider ’88Bryan Myron Schneider ’88Tim A Tesmer ’76Tim A Tesmer ’76James A Walker ’67James A Walker ’67Fred L Aden ’59 Fred L Aden ’59 Fred L Aden ’59 Fred L Aden ’59 John Melvin Allen ’82 John Melvin Allen ’82 Hollis W Anderson ’66 Hollis W Anderson ’66 Lynn R Anspaugh ’56 Lynn R Anspaugh ’56 Bruce S Barnes ’61 Bruce S Barnes ’61 Robert F Bartle ’69 Robert F Bartle ’69 Milton C Bemis ’70 Milton C Bemis ’70 Kevin Francis Benesch ’75 Kevin Francis Benesch ’75 Kevin Francis Benesch ’75 Kevin Francis Benesch ’75 Troy D Bergt ’02Troy D Bergt ’02Kevin J Boatright ’71 Kevin J Boatright ’71 Michael W Cameron ’93 Michael W Cameron ’93 Michael W Cameron ’93 Michael W Cameron ’93 Michael W Cameron ’93 Bradley W Clark ’66 Bradley W Clark ’66 Bradley W Clark ’66 Bradley W Clark ’66 Bradley W Clark ’66 Robert D Clary ’58 Robert D Clary ’58 Robert D Clary ’58 Robert D Clary ’58 Fernando F Colon ’58 Fernando F Colon ’58 Fernando F Colon ’58 Fernando F Colon ’58 Brian J Delaney ’02 Brian J Delaney ’02 Brian J Delaney ’02 Brian J Delaney ’02 Donald W Dorr ’58 Donald W Dorr ’58 Donald W Dorr ’58 Donald W Dorr ’58 Ronald W Dritlein ’64 Ronald W Dritlein ’64 Ronald W Dritlein ’64 Ronald W Dritlein ’64 Ronald W Dritlein ’64 Rick L Ediger ’71 Rick L Ediger ’71 Rick L Ediger ’71 Rick L Ediger ’71 Rick L Ediger ’71 Nathan B Fagot ’02 Nathan B Fagot ’02 Nathan B Fagot ’02 Nathan B Fagot ’02 Nathan B Fagot ’02 K Lowell Gaither ’58 K Lowell Gaither ’58 K Lowell Gaither ’58 K Lowell Gaither ’58 K Lowell Gaither ’58 Tedd W Gentry ’77 Tedd W Gentry ’77 Tedd W Gentry ’77 Tedd W Gentry ’77 Tedd W Gentry ’77 Tedd W Gentry ’77 Robert F Hamilton ’57 Robert F Hamilton ’57 Robert F Hamilton ’57 Robert F Hamilton ’57 Robert F Hamilton ’57 James M Horrocks ’70 James M Horrocks ’70 James M Horrocks ’70 James M Horrocks ’70 James M Horrocks ’70 James M Horrocks ’70 James Hughes ’47 James Hughes ’47 James Hughes ’47 James Hughes ’47 James Hughes ’47 James Hughes ’47 Thomas A Jackman ’82 Thomas A Jackman ’82 Thomas A Jackman ’82 Thomas A Jackman ’82 Thomas A Jackman ’82 Steven K Joekel ’72 Steven K Joekel ’72 Steven K Joekel ’72 Steven K Joekel ’72 Steven K Joekel ’72 Joshua A Kegley ’99 Joshua A Kegley ’99 Joshua A Kegley ’99 Joshua A Kegley ’99 Joshua A Kegley ’99 Alan E Kuzma ’70 Alan E Kuzma ’70 Alan E Kuzma ’70 Alan E Kuzma ’70 Alan E Kuzma ’70 Robert S Lachance ’77 Robert S Lachance ’77 Robert S Lachance ’77 Russell Lang ’53 Russell Lang ’53 Russell Lang ’53 Robert Alan Laughlin ’76 Robert Alan Laughlin ’76 Robert Alan Laughlin ’76 Robert Alan Laughlin ’76 Ryan J Lawson ’04 Ryan J Lawson ’04 Ryan J Lawson ’04 Donald McClure ’63 Donald McClure ’63 Donald McClure ’63

David E McClure ’66 David E McClure ’66 Franklin H Mills ’52 Franklin H Mills ’52 J Robert Morton ’61 J Robert Morton ’61 Richard V Odgers ’52Richard V Odgers ’52H Damon Osborne ’85 H Damon Osborne ’85 Brandon I Peterson ’12 Brandon I Peterson ’12 Matthias C Posvar ’02 Matthias C Posvar ’02 Jasa T Rhone ’02 Jasa T Rhone ’02 Gary Eugene Riggs ’79 Gary Eugene Riggs ’79 Terry E Sapp ’58 Terry E Sapp ’58 James P Schlichtemier ’51 James P Schlichtemier ’51 G Tom Surber ’65 G Tom Surber ’65 Ronold R Tesch ’59 Ronold R Tesch ’59 Erik R Thomas ’02 Erik R Thomas ’02 Robert D Vodehnal ’60 Robert D Vodehnal ’60 Daniel L Walrath ’72 Daniel L Walrath ’72 Trent Wimmer ’93 Trent Wimmer ’93

Phi-BethanyGregory M Heilmeier ’86Gregory M Heilmeier ’86Gregory M Heilmeier ’86Gregory M Heilmeier ’86Gregory M Heilmeier ’86Gregory M Heilmeier ’86Gregory M Heilmeier ’86Thomas S Abrams ’76 Thomas S Abrams ’76 Thomas S Abrams ’76 Thomas S Abrams ’76 Albert R Buckelew Jr ’78 Albert R Buckelew Jr ’78 Albert R Buckelew Jr ’78 Albert R Buckelew Jr ’78 David S Cumming ’05 David S Cumming ’05 David S Cumming ’05 David S Cumming ’05 Alan N Duvall ’63 Alan N Duvall ’63 Alan N Duvall ’63 Alan N Duvall ’63 Samuel L Engel Sr ’46 Samuel L Engel Sr ’46 Samuel L Engel Sr ’46 Samuel L Engel Sr ’46 Samuel L Engel Sr ’46 John David Faber ’74 John David Faber ’74 John David Faber ’74 John David Faber ’74 Raymond H Hart ’74 Raymond H Hart ’74 Raymond H Hart ’74 Raymond H Hart ’74 Raymond H Hart ’74 Donald B Hiscox ’65 Donald B Hiscox ’65 Donald B Hiscox ’65 Donald B Hiscox ’65 Donald B Hiscox ’65 Roland B Kamerer ’47 Roland B Kamerer ’47 Roland B Kamerer ’47 Roland B Kamerer ’47 Roland B Kamerer ’47 Jon B Lindeman ’59 Jon B Lindeman ’59 Jon B Lindeman ’59 Jon B Lindeman ’59 Jon B Lindeman ’59 Harry L Mainzer ’76 Harry L Mainzer ’76 Harry L Mainzer ’76 Harry L Mainzer ’76 Harry L Mainzer ’76 James B Mewhirter ’47 James B Mewhirter ’47 James B Mewhirter ’47 James B Mewhirter ’47 Craig A Noble ’85Craig A Noble ’85Craig A Noble ’85Craig A Noble ’85Neil Rabinowitz ’64 Neil Rabinowitz ’64 Neil Rabinowitz ’64 Neil Rabinowitz ’64 John H Sayers ’78 John H Sayers ’78 John H Sayers ’78 John H Sayers ’78 David M Shiffman ’64 David M Shiffman ’64 David M Shiffman ’64 David M Shiffman ’64 Gregory L Waite ’99 Gregory L Waite ’99 Gregory L Waite ’99 Gregory L Waite ’99

Chi-North Carolina StateJohn H Cuturilo ’73H Paul Barringer ’59 Cecil C Beumer ’57 John Q Davis ’71 Bobby J Ellis ’55 Brian Thompson Ezzelle ’87 David W Moushey ’87 Edward R Needham ’49 Edmund J Piaski Jr ’64 Delmer L Roberts ’55 Gavin G Saldanha ’03 Steve Warren Smith ’77 Harry C Tune Jr ’60 Matthew C Webber ’00 Stanley G Whorley ’62 George G Williams ’57

Psi Colony- ColoradoStephen M Dunn ’66J Kenneth Loewen Jr ’80J Kenneth Loewen Jr ’80James C Berger ’53 Richard H Brolliar ’55 Thomas D Cronin Jr ’55 Bryce A Frey ’53 Stuart C Jordan ’45 Michael D McClelland ’60 Thomas J McWilliams ’66 Roger C Netzer ’85 Alvin M Reece ’46 Jeffrey J Ross ’84 William C Starr Jr ’53

Omega- Wisconsin- Madison David C McCormick ’84 David C McCormick ’84

Alpha Alpha- Michigan StateRoss E Roeder ’58Norman E Anderson ’51 Norman E Anderson ’51 Norman L Bondy ’61 Gerald M Breen ’53 Fred C Cotter ’51 Harley G Hecksel ’50 John P Katosh ’67 Allyn Radcliffe Shaw ’58Allyn Radcliffe Shaw ’58Ernest C Weigele ’58

Alpha Gamma- DelawareJeffrey Alan Brittingham ’81 Jeffrey Alan Brittingham ’81 George C Davis Jr ’47 George C Davis Jr ’47 Paul C Harrison ’70 Ross M Lanius Jr ’55 Alfred T Lynam Jr ’60 Bruce R Malcolmson ’61 Bruce R Malcolmson ’61 Charles W Patterson ’54 Charles W Patterson ’54 Thomas G Preston ’64 Peter W Reiter ’57 Carl M Sautter ’49 Allen H Streett ’60 Donald S Sumner ’62 William S Webb ’47 Joseph Raymond Whiteoak Jr ’57 Joseph Raymond Whiteoak Jr ’57 Ronald T Wood Jr ’61 Randolph S Young III ’66 Randolph S Young III ’66

Alpha Delta- Case WesternJon L Bartos ’62 Steven E Binzel ’08 Brian H Browne ’06 Robert W Cubbison ’50 Robert W Cubbison ’50 Albert C Drechsler ’38 Albert C Drechsler ’38 Philip A Dunker ’04 William K Fullerton ’54 William K Fullerton ’54 Robert J Gridley ’50 Thomas O Haig ’41 James E Herkner ’72 James E Herkner ’72 Ralph R Huston ’45 Jerry L Kisner ’62

18 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

“Adding our shield to the Adding our shield to the

Centennial Gardens was a tangible Centennial Gardens was a tangible way to show our support for all way to show our support for all that the Foundation does for our that the Foundation does for our undergraduate members.

”– Cliff Unger, Arizona ’98Arizona ’98

Kermit D Kuhl ’54 James F Lavelle Jr ’61 Philip E Orbanes ’66 Paul E Plank ’69 C Allan Schurr ’41 John W Seferian ’69 Davorin K. Skender ’00 Joseph J Sulc ’74 Irland L Tashima ’67 Edward J Tatman ’68 Russell J Warren ’57 Daniel L Whipple ’62 Clifton W Woltz ’41 John M Zamojski ’05

Alpha Epsilon- Kansas StateJoseph H Grimes ’59Daniel J Simonetti ’87Vance L Carson ’50 Paul D Chaffee ’71 Kevin D Finson ’71 Ralph N Germann ’50 Tom D Huecker ’63 Eric Alan Hummell ’82Dale W Reed ’66

Alpha Zeta- Oregon StateElmo L Bowman ’50 Donald A Corlett Jr ’58 Wilber E Dehne ’39 Clarence Lynn Fairbrother ’62 Paul E Jarvis ’60 David L Koehler ’62 Charles E McKee ’74 Steven J Mulkey ’68 Sante P Valpiani ’68 George B Webb Jr ’50

Alpha Eta-FloridaJ Thomas Freeman Jr ’84J Thomas Freeman Jr ’84J Thomas Freeman Jr ’84J Thomas Freeman Jr ’84J Thomas Freeman Jr ’84J Thomas Freeman Jr ’84Gerorge Q Biegler III ’62 Donald C Daniel ’61 Daniel Di Loreto ’64 Brian C Dowling ’94 Gordon W Dykes ’47 William R Goacher ’58 Leroy H Gross ’51 Jack E Heiss II ’70 Jack E Heiss II ’70 Leonard J Lyons ’58

Thomas Don McGurk ’83Solon F O’Neal Jr ’50 James L Rhoden III ’92 C R Rollins ’49Victor C Smith ’63 Barrett B True ’56Todd Allen York ’88

Alpha Theta- William & MaryCary Anderson ’56 Andrew E Cremedas ’60 Joseph W Lawler ’56 Roy D Lorenz ’48 Edward M Morgan ’69 George L Nance Jr ’66 Thomas C Palmer, Jr ’60 Christopher B Rupp ’62 David Joseph Ryan ’88 Michael Francis Sola ’88

Alpha Kappa- Washington StateMichael E Archer ’53Harold L Brandt ’41 John S Buckingham ’43 Gerald I Eyrich ’49 Thomas W Hodgson ’48 William E Krebs ’59 James L McCaughan ’53 Robert K McMillan ’68Laurence D Morse ’40 Gottlieb E Ribary ’53 Gottlieb E Ribary ’53 Virgil E Whiteley ’47

Alpha Lambda- AuburnRhett D Bentley ’74Robert M Watts ’62James M Blow ’47 Paul H Burkholder Jr ’62 Boyce W Cook ’57John T Drew ’01 O’Neil B Feltman ’59 Walter W Griffin ’44 Preston L Hassler Jr ’56Michael S Henry ’88 Jeremy W Jester ’96 Matthew Morrison ’91Robert J Pirkle Jr ’60 F Lyndon Ramey Jr ’68 Kyle Scholl ’10 Joshua W Thompson ’00 Donald P Toole ’60 G J Wood ’71

Alpha Mu- Ohio WesleyanWayne H Buxton ’56 Wayne H Buxton ’56 Wayne H Buxton ’56 Wayne H Buxton ’56 Joseph C Shipman Jr ’53 Joseph C Shipman Jr ’53 Joseph C Shipman Jr ’53 Joseph C Shipman Jr ’53 Joseph C Shipman Jr ’53

Alpha Nu- Iowa State James D Alexander Jr ’55 James D Alexander Jr ’55 James D Alexander Jr ’55 James D Alexander Jr ’55 Lewis W Allen ’67 Lewis W Allen ’67 Lewis W Allen ’67 Lewis W Allen ’67

WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 19

PARTICIPATION RATE PER STATE

9

8

7

6

5

4

3

2

1

0 7.69 6.4 4.5 3.92 3.657 67 67 66677 67 67.699999999

Sout

h D

akot

a

6 46 46 466 46 46.4

Neb

rask

a

4 554 54 544 54 54.5

Kent

ucky

3 633 633 633.65555

Ari

zoni

a

3 93 93 99933 93 93.922222223333

Penn

sylv

ania

Alpha Omicron- LafayetteRobert L Blackwell ’48 Earl S Cunerd ’61 C William Keck ’59 Donald E White ’59

Alpha Pi-Washington Robert R Brown ’63 Michael J Lukins ’08 Dallas T Maag ’06

Alpha Rho- Georgia TechAllan Joseph Aprea ’81Steve W Chaddick ’70Barton Allison ’68 Kenneth B Amann ’64 William Aprea ’91 Robert L Bartholomew ’63 Jeffrey S Berlin ’96 William D Drinkard ’67 Robert S Duggan Jr ’49 Richard W Galphin Jr ’48 Douglas O Maddox ’69 James D McConnell ’55 John F McMillen ’53 Daniel A Metzler ’69 Donald A Nordal ’52 William H Pressly Jr ’49 Richard E Rabe ’53 Cleveland S Randolph ’63 Richard S Wang ’95Luther V Weathers ’58 Wendell M Williams Jr ’51

Alpha Sigma- Colorado StateWilder D Bancroft II ’62 Bradley Allan Blockhus ’88 Bradley Allan Blockhus ’88 John F Gaarde ’63 David James Hickey ’89 Robert W Johnson ’65 Larry C Jones ’63Michael Steven Lind ’79 Edwin M Rosser ’61 David L Stout ’67 J Gary Wagner ’61Ramon J Weiss ’55

Alpha Tau-CornellGary C Smith ’60Gary C Smith ’60Gary C Smith ’60Gary C Smith ’60Gary C Smith ’60Gary C Smith ’60William L Barney ’61 Scott Conroe ’01 Jacques G Forest ’62 David M Gatti ’51 Edward D Griffith Jr ’59 Auvo I Kemppinen ’51 Jacob F LeClair ’01 Thomas H McNamee ’66 Glenn A Peterson ’72 Daniel F Seidel ’55 Edgar J Stevenson ’67 Lawrence R Wetzel ’60 Jack H Zinn ’86

Alpha Upsilon- ColgateRobert A Boyd ’50Gregory L Thornton ’65

Alpha Phi-AkronCharles E Becker ’62 Charles E Becker ’62 Charles E Becker ’62 Charles E Becker ’62 Charles E Becker ’62 Charles E Becker ’62 David W Cabell ’63 Jerrold K Callen ’66 John Ciarlariello ’93 Elton A Coleman ’45 Robert L Croye ’54 Richard L Francis ’67 David A Fretz ’57 Gerald J Glinsek ’59 Eric W Gorham ’02 John A Haas ’65 Larry F Hennis ’62

Ray C Kelly ’69 Nicholas J Krolikowski ’06 Robert Leatherman ’60 Bernard J Lemmon Jr ’55 Michael T Masters ’63 Richard Ocepek ’63 Paul A Preiksa ’60 Spanky A Raymond ’94 Terry J Renninger ’61John W Roe ’64 Francis B Ross II ’74 Mark T Russell ’12 Blin B Scatterday ’48 Charles E Schultz ’71 Forrest J Westfall Jr ’71

Alpha Chi- Mississippi StateJohn A Johnson ’64Billy F Anderson ’53 Joseph V Dawsey III ’69 Mack A Hataway ’61 William A Horne ’57 Joseph J Schneider Jr ’64 James F Williamson Jr ’67William D Calderhead ’41 Larry W Langberg ’63 Karl A Mielke Jr ’54

Alpha Omega- Baldwin WallaceMichael D Dovilla ’94Warren G Barr ’64 Stephen H Burrall Jr ’63 James S Connell ’76 Ryan R Cross ’95

NUMBER OF DONORS BY CHAPTER

80

70

60

50

40

30

20

10

0

Ups

ilon

Gam

ma

Beta

Alp

ha D

elta

67 50 38 29 286766767667

Alp

ha

20 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 21

Paul C Dau ’63 Philip M Duncan II ’64 Richard L Fletcher ’67 Phillip S Jerauld ’65 Thomas H Konkoly ’65 Gordon B Minnis ’55 Richard G Neptune ’69 Allan P Reinhardt ’48 Craig F Stout ’74 Norman E Temple ’43 Andy M Troha ’10 Stanley Wolczyk ’46

Beta Alpha- Texas-AustinDonald James Phillips II ’82John W Anderson ’51 Joseph T Dabney III ’68 Richard W Foote ’59 F Allen Johnson ’56 Ray Martin Jr ’65 Paul Wayne Midkiff ’80C Howard Pieper ’48 William Brett Rees ’84 William Brett Rees ’84 Hugh D Ruthven Jr ’55 Brendon P Vickery Eric James Weig ’83 Donald W Winspear ’80

Beta Beta-LouisvilleJack R Norris ’65Jack R Norris ’65Jack R Norris ’65Jack R Norris ’65Jack R Norris ’65Jack R Norris ’65Jack R Norris ’65Jack R Norris ’65Joseph A Amon ’68 Rudy C Beavin ’57 Thomas J Berkey ’58 William F Brasch ’67 David E Bybee ’65

William Gary Caufield ’50 Robert L Chiles ’79 John M Davis ’60 R John Ellis Jr ’70 Christopher Charles Hass ’91 John B Huber ’55 Christopher L Krieg ’94 Forrest S Kuhn Jr ’65 John L Martin ’57 Anthony E Martin ’75 Glenn E Martin Jr ’73 Donald McIntosh ’78 Theodore L Merhoff ’57 John O Muenz-Winkler ’06 Gary W Murphy ’65 William H Phelan ’50 Michael David Power ’90 James P Reed ’53 James F Rice ’56 David W Robinson ’52 Donald B Romans ’50 Hon Edwin A Schroering Jr ’48 Jeffrey C Sellins ’64 Robert Ray Tate ’86 Joseph M Thomas ’69 Robert P Thompson ’50 Robert P Thompson ’50 Brian S Triplett ’79

Beta Gamma Colony-IdahoJames F Phalin ’80Robert N Acock ’48 Scott Donald Collaer ’78 Luke A Dupin ’01 Nicholas R Ginter ’01 Austin S Heady ’93 Andrew D Herrmann ’96 Bijan A A Houle ’02

Alan Larsen ’93 Alan Larsen ’93 Jon S Nilsson ’84 Jon S Nilsson ’84 Jason L Oman ’01 Jason L Oman ’01 Jeffrey L Otto ’02 Jeffrey L Otto ’02 Michael Rohde ’92 Michael Rohde ’92 Jack Starr ’60 Jack Starr ’60

Beta Delta- U of MiamiRobert J Novak ’48 Robert J Novak ’48

Beta Epsilon- Southern MississippiH L Barber ’52 H L Barber ’52 Milburne C Cassady Jr ’65 Milburne C Cassady Jr ’65 Ronald R Day ’69 Ronald R Day ’69 Richard A Johnson ’79 Richard A Johnson ’79 John H Leavitt Jr ’81 John H Leavitt Jr ’81 Stephan M Nelson ’73 Stephan M Nelson ’73 Larry Payne ’66 Larry Payne ’66 James Ohara Poss ’80 James Ohara Poss ’80 James Ohara Poss ’80 Owen D Rawls ’59 Owen D Rawls ’59 Jesse Albert Stephens ’81 Jesse Albert Stephens ’81 Elliott Voivedich ’85Elliott Voivedich ’85Elliott Voivedich ’85

Beta Zeta-New Mexico StateRoy O King Jr ’73Roy O King Jr ’73Norman L Marley ’54 Norman L Marley ’54 Raymond Lee Reid ’83 Raymond Lee Reid ’83 John E Scruggs ’60 John E Scruggs ’60 Robert W Tobey Jr ’71 Robert W Tobey Jr ’71 Paul Tolbert Jr ’60 Paul Tolbert Jr ’60 Paul Tolbert Jr ’60 David K White ’00David K White ’00

Beta Theta-KansasRobert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 Robert J Cooper ’55 William D Martin ’57 William D Martin ’57 William D Martin ’57 William D Martin ’57 William D Martin ’57 David R Myers ’68 David R Myers ’68 David R Myers ’68 David R Myers ’68 David R Myers ’68 Austin R Pickering ’48 Austin R Pickering ’48 Austin R Pickering ’48 Austin R Pickering ’48 Austin R Pickering ’48 Austin R Pickering ’48 Robert L Rudrauff ’48 Robert L Rudrauff ’48 Robert L Rudrauff ’48 Robert L Rudrauff ’48 Robert L Rudrauff ’48 Robert L Speer ’62 Robert L Speer ’62 Robert L Speer ’62 Robert L Speer ’62 Robert L Speer ’62 Edwin A Stene ’54 Edwin A Stene ’54 Edwin A Stene ’54 Edwin A Stene ’54 Edwin A Stene ’54 Edwin A Stene ’54

“I had a life changing

experience as an undergrad thanks to Phi Kappa Tau, and I want to help ensure that future generations of Phi Taus have the same kinds of opportunities that I did.

”- Brian Browne, Case Western ’06

Beta Iota- Florida StateChristopher A Macak ’03William C Macak ’73Chad A Corbitt ’06 Robert V Ford ’57 Les S Kushner ’76 Jonathon C Macak ’07 Michael A Macak ’72 Hoyt B Massey ’50 Harry A Mullikin Jr ’49 Henry W Persons ’64 Jerome M Sporich III ’69 Nicholas F Zappitelli ’03

Beta Kappa- Oklahoma StateJohn C Gray ’04Stanley L Schell ’02David F Fulton ’67Timothy E Harper ’81 Allen D Jones ’77 Allen D Jones ’77 F L McKinley ’51Kenneth M McKinnis ’56 Clyde D Nevins ’52 Virgil Richard ’57Randall G Schuermann ’67 George A Seamands ’51 Ray E Smith Jr ’70Matt C Wampler ’11 Justin C Yearwood ’09

Beta Lambda- IndianaJames R Carter ’56 Rafe H Cloe ’54 Robert C Coddington ’50 Jon T Gardner ’50John D Hora ’52Jack H Jones ’51 William H Lewis ’49 Paul L Moeller ’05 Denis J Stillman ’80 Richard Wilson ’81

Beta Mu-Kent StateJim K Heilmeier ’49Jim K Heilmeier ’49Jim K Heilmeier ’49Jim K Heilmeier ’49Jim K Heilmeier ’49Jim K Heilmeier ’49Jim K Heilmeier ’49David Britt ’87 Charles E Dougherty ’56 Michael L French ’88 Evon W Friend ’87 John Thomas Grim ’88 Terry H Hilson ’60 William R Loeb ’50William R Loeb ’50Timothy Brian Mills ’90 Jason James Reckard ’87 Rob Reese ’87David R Renninger ’61

Beta Xi-Georgia Bill Crane ’80 Bill Crane ’80 Bill Crane ’80 Bill Crane ’80 Bill Crane ’80 Bill Crane ’80 Bill Crane ’80 Robert O Derrick ’67 Patrick F Fitzgibbons Jr ’50

Victor U Grose Jr ’68 Frank Hartley ’97 Steve H Huppert ’66 Ken Johnson ’11 Robert MacInnes ’64Markus J McNally ’11 Stephen C Rogers ’68 W Bryan Shipman Jr ’64 Robert I Thompson Jr ’53 T Paul Vivian ’69

Beta Omicron- MarylandGregory D Hollen ’75Charles J Andres ’77 Charles A Belanger ’69 Gerald N Bloom ’55 Steve Brannan ’79 Allan D Etridge ’64 Richard Paul Fischer ’81 Rodney E Frederick ’62 Nicholas A Keck ’56Charles W Larkin Jr ’69 Matthew Maschler ’91 Richard L Mullikin ’75 Edward W Nyack ’00 Timothy O Simon ’76

Beta Rho-UCLARaymond S Bernardo ’56Raymond S Bernardo ’56Raymond S Bernardo ’56Raymond S Bernardo ’56Raymond S Bernardo ’56Raymond S Bernardo ’56Raymond S Bernardo ’56Joseph V Errico ’50 George Ohanian ’49

Beta Tau- Bowling GreenTimothy F Smith ’62William J Ault ’80 David N Dzuranin ’82 Thomas L Gerken ’56 Richard M Henningsen ’55 William D Jenkins ’57 Steven Jones ’91 L Edward Kime ’51 Charles F Kurfess ’50 Robert B Maule ’51 Bernard C Meyers ’52 Bernard C Meyers ’52 Thomas D Minarcin ’56 Jonathan R Nicholson ’63Tom Pemberton ’57 Brian W Phillips ’63 Richard H Ritchie ’58Donald G Ross ’59

“Being able to support the Foundation

at the same time, I feel an appropriate sense of responsibility to “return the favor” to the many who came before me that helped make my Phi Tau experience so special.

” – Gary Rose, – Gary Rose, ” – Gary Rose, ” Tennessee ’83

22 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

Warren W Ruggles ’57 H Jay Salvage ’69 Steven D Springer ’94 Eric L Stumm ’84 Russell J Suchy ’62

Beta Upsilon- HobartKenneth A Kreinheder ’58 John J Reinheimer ’56

Beta Phi- Westminster William G Braund ’54Brian T Hardy ’93James N Donaldson ’59 Raymond Dunham ’62 Douglas W Henderson ’60 Chester E James II ’79 John S Klein ’81 Brian R Kocian ’00 Kevin Robert Powers ’83 Ralph D Scott ’53 Donald A Scott ’56 John H Stoyle ’55 Mark D Swank ’74

Beta Chi-Southern Illinois

P Bradley Baird ’68 Donald Ballestro ’73 Anthony D Butkus ’68 William W Combs ’62 Oliver H Dorn ’64 Andrew R Fruth ’08 Paul M Sawtell ’71 Daniel F Serritella ’64 Daniel F Serritella ’64 Raymond R Sophie ’08 Christopher B Thomas ’11

Beta Psi-Cal State- Long BeachEugene J Borgna ’58 Dhar E Carman ’61Randy Messenger ’77 Daniel G Miller ’64 Ronald P Milligan ’59 James A Reed ’63 Ernest A Villa ’65 John M Yeargin ’61

Beta Omega- Cal State-ChicoDonald L Carper ’64 Donald L Carper ’64 Tec E Childers ’84 Tec E Childers ’84 Ronald M Fear ’58 Ronald M Fear ’58 Douglas C Hall ’64 Douglas C Hall ’64 Robert D Kittredge ’66 Robert D Kittredge ’66 Ralph L Ladig ’68 Ralph L Ladig ’68 Bruce G Pentland ’67 Bruce G Pentland ’67 Walter H Thorpe ’58 Walter H Thorpe ’58 Kirt Steven Vitt ’87Kirt Steven Vitt ’87

Gamma Alpha-Michigan StateSteve Bailo ’79Steve Bailo ’79Richard F Michael ’70Richard F Michael ’70Joel Vincent Scott ’79Joel Vincent Scott ’79Harry M Askin Jr ’60 Harry M Askin Jr ’60 Harry M Askin Jr ’60 Robert A Bunce III ’62 Robert A Bunce III ’62 Harry J Glidden Jr ’63 Harry J Glidden Jr ’63 Ernest R Griff ’58 Ernest R Griff ’58 Ernest R Griff ’58 John R Keagle ’60John R Keagle ’60Eric H Kent ’63 Eric H Kent ’63 Scott R La Beau ’76 Scott R La Beau ’76 Jack A Labo ’60 Jack A Labo ’60 Thomas J Morrison ’63 Thomas J Morrison ’63 Jerome J Myers ’64 Jerome J Myers ’64 Matthew O Otte ’94 Matthew O Otte ’94 James C Simmons ’63 James C Simmons ’63 Alan Jon Sipinen ’79 Alan Jon Sipinen ’79

Gamma Beta- CincinnatiJoshua M O’Brien ’97Harry W Archer ’64 Tom Carmazzi ’75 Steve Fitzer ’70 Aaron M Glass ’03 James L Higgins ’64 William H Hinton ’62 Travis L Hoefler ’10 Joseph A Huseman ’69 Raymond B Loase ’61 Chris Majestic ’93 Michael E Plett ’62 Nicholas R A Rachford ’64 Nicholas R A Rachford ’64 Nicholas R A Rachford ’64 Edward M Rauen ’98 Edward M Rauen ’98 Edward M Rauen ’98 Edward M Rauen ’98 James L Rudd ’63

Gamma Gamma- St. John’sJohn M Alvenus ’89John M Alvenus ’89John M Alvenus ’89John M Alvenus ’89Nickolas Davatzes ’60Nickolas Davatzes ’60Nickolas Davatzes ’60Nickolas Davatzes ’60Nickolas Davatzes ’60Nickolas Davatzes ’60Peter A Berkel ’62 Peter A Berkel ’62 Peter A Berkel ’62 Peter A Berkel ’62 Robert J Dangio ’62 Robert J Dangio ’62 Robert J Dangio ’62 Robert J Dangio ’62 Glenn R Gray ’67 Glenn R Gray ’67 Glenn R Gray ’67 Glenn R Gray ’67 Dewayn C Marzagalli ’61 Dewayn C Marzagalli ’61 Dewayn C Marzagalli ’61 Dewayn C Marzagalli ’61 Dewayn C Marzagalli ’61 Thomas G O’Brien ’61 Thomas G O’Brien ’61 Thomas G O’Brien ’61 Thomas G O’Brien ’61 Thomas G O’Brien ’61 Lawrence H Pettit ’62 Lawrence H Pettit ’62 Lawrence H Pettit ’62 Lawrence H Pettit ’62 Lawrence H Pettit ’62 James J Romano ’62 James J Romano ’62 James J Romano ’62 James J Romano ’62 Thomas P Ryan ’60 Thomas P Ryan ’60 Thomas P Ryan ’60 Thomas P Ryan ’60 Thomas P Ryan ’60

WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 23

NUMBER OF FIRST TIME DONORS

30

25

20

15

10

5

0

Ups

ilon

Phi

Beta

Xi

Del

ta

Gam

ma

27 9 7 5 4 4 44444444 4444444

Psi

Alp

ha D

elta

Gamma Delta- Northern Michigan

Michael Ray Bartleman ’89Michael Ray Bartleman ’89Michael S Fried ’67 Michael S Fried ’67 John A Hale ’69 John A Hale ’69 Steven James Koch ’87 Steven James Koch ’87

Gamma Epsilon-

Christopher M Bates ’74 Christopher M Bates ’74 Christopher M Bates ’74 John T Smith ’74 John T Smith ’74

Gamma Zeta- ConnecticutKenneth J Vonasek ’67

Gamma Eta- East CarolinaSean J McManus ’97Timothy B Kesler ’67 Robert Reid Rucks ’82 Samuel D Vaughan III ’76 Samuel D Vaughan III ’76 Samuel D Vaughan III ’76 David B Wright ’75

Gamma Theta- Western MichiganDouglas G Barry ’70 William S Hansen ’62 James H Madaus ’62 Douglas C Sprung ’62 Gerhardt J Winkel Jr ’63

Gamma Iota Colony- Sacramento StateRick Anthony Keltner ’79 John R Ousley Jr ’79 Jim L Parker ’65 Paul J Sax ’63 Steven L Schutte ’63 John E Thompson Jr ’68

Gamma Kappa- CW PostLawrence F Digiovanna ’70Alexander B Moar ’64 Nat J Tartamella ’64

Gamma Lambda- Central MichiganJames J Lewis ’04Jeffrey L Rivard ’65John L Kaczynski ’04 Thomas Lowe ’68 John R Sabol ’94 Kurt A Schulze ’70 Kurt A Schulze ’70 Robert Smith ’87

Gamma Mu- BradleyBruce C Hoag ’65James L Davis ’69 Anthony T De Persia ’67 Scott E Nass ’93 Russell T Wayne ’71

Gamma Nu-RITPatrick J Best ’04Patrick J Best ’04Patrick J Best ’04Patrick J Best ’04Patrick J Best ’04Patrick J Best ’04Walker Curtis ’92 Thomas S Davis ’67

PARTICIPATION RATE PER CHAPTER14

12

10

8

6

4

2

0 Ups

ilon

Zet

a Be

ta

Alp

ha Z

eta

12.71 12.5 6.84 5 4.4412221221212.7171717171Ep

silo

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u121212121212.55555 6

Gam

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au

““Phi Kappa Tau isn’t about the four Phi Kappa Tau isn’t about the four

undergraduate years, it’s a lifetime undergraduate years, it’s a lifetime undergraduate years, it’s a lifetime commitment. As a Brothers Trust member commitment. As a Brothers Trust member commitment. As a Brothers Trust member I have the opportunity to support Phi I have the opportunity to support Phi I have the opportunity to support Phi Kappa Tau’s future. Brothers Trust is just Kappa Tau’s future. Brothers Trust is just the beginning of our lifetime commitmentthe beginning of our lifetime commitmentto this brotherhood.to this brotherhood.

” – Tyler Vienot, – Tyler Vienot, Saginaw Valley State ’09” Saginaw Valley State ’09” 24 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

“I support the I support the

Foundation becauseFoundation becauseI want to maximize I want to maximize the Phi Tau Fraternity the Phi Tau Fraternity experience for the experience for the next generation.next generation.

” - Jack Norris, - Jack Norris, Louisville ’65Louisville ’65

Peter G Drexel ’68 Peter G Drexel ’68 Philip Frandina ’08 Peter S Gabrail ’83 Timothy John Moonan ’82 Timothy John Moonan ’82 Joseph J Murphy ’66 Gary Proud ’66 Thomas R Steele ’70 Robert A Uzenoff ’69 Jerry R York ’70

Gamma Xi-East Central OklahomaChristopher Davenport ’93Curtis R Pinnick ’85 Alan D Ross ’71

Gamma Omicron- Cal State-FullertonEric Bayani ’88 Raymond A Carlos ’01 Cory N Carvajal ’05 Cory N Carvajal ’05 William L Christensen ’68 Devin A DiRocco ’11Jarrett A Edlund Hamud ’11 Tristan L Hilpert ’03 William J McNelis ’67Tommie K Tinker Jr ’97

Gamma Pi- YoungstownAndrew J Arendas Jr ’67

Gamma Rho- Nebraska- KearneyTimothy R O’Neill ’75Scott G Stewart ’69Steven L Fisher ’67 Lloyd L Lipska ’66

Gamma Tau- Old DominionDaniel M Dauer ’67Thomas S Burrell ’71 Andrew M Cartwright ’07 Brian A Fazzino ’11 William R Haney ’67 Jon F Hays ’07

Michael D Holderman ’67 William B Miller ’69 Andrew R Miller ’07 Robert B Nixon ’07 Adam J Samson ’07 Adam J Samson ’07 William L Venuti ’68 William L Venuti ’68 Emil L Woiblett Jr ’67 Emil L Woiblett Jr ’67

Gamma Upsilon- Spring HillJoseph J McCann Jr ’74Joseph J McCann Jr ’74Vincent P Arata ’82Vincent P Arata ’82Merlin G Castille ’75 Merlin G Castille ’75 J A Neuenschwander ’67 J A Neuenschwander ’67 George M Simmerman Jr ’78 George M Simmerman Jr ’78 David D Zinn ’67David D Zinn ’67

Gamma Chi- Delta StateTom Barron ’68 Tom Barron ’68

Gamma Psi Colony- Texas StateRicky M Rios ’77 Ricky M Rios ’77

Delta Beta- EvansvilleRobert C Fornges ’68 Robert C Fornges ’68 Steve McPhail ’93 Steve McPhail ’93 Matthew Parker ’93 Matthew Parker ’93 Richard A Russell ’72 Richard A Russell ’72 Martin D Ulrich ’71Martin D Ulrich ’71

Delta Gamma- Ole MissS Cordell Dombrowski ’68S Cordell Dombrowski ’68Wiley N Boland Jr ’70 Wiley N Boland Jr ’70 Nathaniel M Dudney ’04 Nathaniel M Dudney ’04 G Randall Jones Jr ’70 G Randall Jones Jr ’70 Andrew W Moak ’09 Andrew W Moak ’09 John F Taylor Jr ’83 John F Taylor Jr ’83 Juan J Trippe ’88 Juan J Trippe ’88 Charles J Woodall ’79Charles J Woodall ’79

Delta Delta-BryantThomas J Butler ’10 Thomas J Butler ’10 Thomas J Butler ’10 Thomas J Butler ’10 Thomas J Butler ’10 Thomas J Butler ’10 Thomas J Butler ’10 Thomas J Butler ’10 Ramon D Ohara ’69

Delta Zeta- Emporia StateDennis W Donahoo ’71

Delta Eta-MarshallJames D Kegley ’70 James D Kegley ’70 James D Kegley ’70 James D Kegley ’70 James D Kegley ’70 James D Kegley ’70 James D Kegley ’70

Delta Theta- GeorgetownMichael T Gabhart ’95Tyler C Wash ’06David Bodine ’80 Jared Dustin Brown ’05 Jared Dustin Brown ’05 David C Huffman ’76Gregory L Ledington ’77 Joseph R Raymond Jr ’98 Keith B Thomson ’98

Delta Kappa- TennesseeGary L Rose ’83Scott Brown ’88 Greg S Cooper ’85 Wilburn T Grant III ’00Richard L Hodgdon ’75 Jordan R Marshall ’01 W Brandon Woodson ’93 W Brandon Woodson ’93

WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 25

Delta Lambda- MuskingumC Steven Hartman ’89David Cepek ’91 Philip R Cook III ’73 Timothy Scott Coss ’84 David P Gepford ’74 Charles W Johnson ’71 Michael S Thomin ’71

Delta Mu-Santa FeJeffrey Thomas Snyder ’79 Jeffrey Thomas Snyder ’79 Jeffrey Thomas Snyder ’79 Jeffrey Thomas Snyder ’79 Jeffrey Thomas Snyder ’79 Jeffrey Thomas Snyder ’79 Jeffrey Thomas Snyder ’79

Delta Nu- Wright State Rob Fecke ’94 Rodney J Guthrie ’89 Christopher G Hoff ’94 William Howard ’91 Kenneth Jordan ’74Todd A Lucas ’94 Rick Ned Scarff ’76

Delta Xi-Cleveland State

Garry A Klingbergs ’82

Delta Omicron- Pan AmericanManuel H Gonzalez ’84

Delta Rho- Eastern KentuckyJoshua J Bleidt ’96Michael D Brown ’04 Vinson Pack ’91 John Dorland Rowlett ’81 Gabriel H Uebel ’95

Delta Sigma- WebberS Philip Ford ’81

Delta Tau- Cal Poly-PomonaCorey L Wilson ’82

Delta Phi-ArkansasGardner Davison Burton ’89 Gardner Davison Burton ’89 Gardner Davison Burton ’89 Gardner Davison Burton ’89 Gardner Davison Burton ’89 Gardner Davison Burton ’89 Gardner Davison Burton ’89 G Todd Pharr ’84

Delta Psi-RiderMichael J Cerulo ’04 Michael J Cerulo ’04 Michael J Cerulo ’04 Michael J Cerulo ’04 Michael J Cerulo ’04 Michael J Cerulo ’04 Michael J Cerulo ’04 Tony Leazzo ’90 Patrick C Nelligan ’02 Mark A Scher ’85

Delta Omega- Truman StateW Tim Hudson ’97Travis L Miles ’96 Stephen C Williams ’98

Epsilon Alpha- Texas A&MMark Gregory Artlip ’88 John Raymond Dyke ’86

Epsilon Beta- West Virginia TechDavid L Martin ’97 Arron K Reed ’97 Joshua R Wagner ’01

Epsilon Gamma- College of New JerseyChristopher J DuMont ’89 Jeffrey D Lewis ’97 Dennis Morgan ’91

Epsilon Delta- Virginia WesleyanPeter Kosta ’91

Epsilon Zeta- Colony BuffaloAnthony Leckey ’88

Epsilon Eta- Oswego StateRussell S Byer ’90 David A Monk II ’89Stephen Rupprecht ’91

26 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

YEARLY GIVING COMPARISONS

Year 2007 2008 2009 2010 2011 2012 Year 2007 2008 2009 2010 2011 2012

# Donors 3,357 3,110 3,250 2,479 2,434 1,381

# New Donors 264 204 411 133 249 317

Average Gift $190 $220 $205 $150 $153 $264

Total $639,329 $684,247 $655,816 $372,279 $371,592 $364,583

Epsilon Theta- San FranciscoState

Peter Aughney ’90 Walter R Chao ’93

Epsilon Kappa- RutgersSteven F Moore ’99 Evan J Lerer ’98

Epsilon Lambda- LongwoodChristopher D Dalton ’94Robert Harrell ’94 Scott Knaggs ’96

Epsilon Mu- UNC-PembrokeNathan G Yount ’06

Epsilon Nu- ClemsonCraig D DeLucia ’95 Adam D Goetz ’95

Epsilon Omicron- Frostburg StateGregory G Hughes ’96

Epsilon Sigma- ChapmanNicholas M DiMasi ’01 David M Goedhart ’05 John O Resurreccion ’02 Bryan P Wage ’03

Epsilon Tau- ArizonaCliff D Unger ’98Cliff D Unger ’98Kenneth R Bonebreak ’98 Kenneth R Bonebreak ’98 Steven F Carrillo ’02 Steven F Carrillo ’02 Adam S Eklund ’01 Adam S Eklund ’01 Jason W Geitzenauer ’98 Jason W Geitzenauer ’98 Douglas S Harrington ’03 Douglas S Harrington ’03 Bryan J Mathews ’02 Bryan J Mathews ’02 Lee A Miller ’01 Lee A Miller ’01 Bryan E Milward ’07 Bryan E Milward ’07 Lee S Monson ’98 Lee S Monson ’98 Dean W Nourse III ’98 Dean W Nourse III ’98 Andrew M Osbrink ’00 Andrew M Osbrink ’00 Noah D Stromer ’98 Noah D Stromer ’98 Randy M Thomas ’98Randy M Thomas ’98Bruce P Wilton ’98 Bruce P Wilton ’98

Zeta Alpha- BelmontMichael D Lummus ’06 William A Shipp III ’07

Zeta Beta-Saginaw Valley StateMitchell L Holdwick ’11 Jason A Sweet ’09 Tyler T Vienot ’09

“continuation of the leadership programs and the values of continuation of the leadership programs and the values of Phi Kappa Tau that are important in developing men who Phi Kappa Tau that are important in developing men who are independent and of good character. are independent and of good character.

”–James Donaldson, Westminster ’59

STATES WITH THE LARGEST NUMBER OF DONORS

200

150

100

50

0

Ohi

o

172

Kent

ucky

12

7

Cal

iforn

ia

100

Flor

ida

83

Penn

sylv

ania

72

WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 27

PARENT SOCIETY PARENT SOCIETY Each year Phi Kappa Tau parents not only support their son’s chapters at the local level, but they also support Each year Phi Kappa Tau parents not only support their son’s chapters at the local level, but they also support Each year Phi Kappa Tau parents not only support their son’s chapters at the local level, but they also support Each year Phi Kappa Tau parents not only support their son’s chapters at the local level, but they also support Each year Phi Kappa Tau parents not only support their son’s chapters at the local level, but they also support Each year Phi Kappa Tau parents not only support their son’s chapters at the local level, but they also support Each year Phi Kappa Tau parents not only support their son’s chapters at the local level, but they also support their son’s development through generous gifts to the Phi Kappa Tau Foundation.their son’s development through generous gifts to the Phi Kappa Tau Foundation.their son’s development through generous gifts to the Phi Kappa Tau Foundation.their son’s development through generous gifts to the Phi Kappa Tau Foundation.their son’s development through generous gifts to the Phi Kappa Tau Foundation.their son’s development through generous gifts to the Phi Kappa Tau Foundation.

The Parents Society is an opportunity for our members’ parents to play a lead role in sustaining the future of The Parents Society is an opportunity for our members’ parents to play a lead role in sustaining the future of The Parents Society is an opportunity for our members’ parents to play a lead role in sustaining the future of The Parents Society is an opportunity for our members’ parents to play a lead role in sustaining the future of The Parents Society is an opportunity for our members’ parents to play a lead role in sustaining the future of The Parents Society is an opportunity for our members’ parents to play a lead role in sustaining the future of The Parents Society is an opportunity for our members’ parents to play a lead role in sustaining the future of their son’s Fraternity. It is at the absolute core of the Fraternity to engage the parents of our members and their son’s Fraternity. It is at the absolute core of the Fraternity to engage the parents of our members and their son’s Fraternity. It is at the absolute core of the Fraternity to engage the parents of our members and their son’s Fraternity. It is at the absolute core of the Fraternity to engage the parents of our members and their son’s Fraternity. It is at the absolute core of the Fraternity to engage the parents of our members and their son’s Fraternity. It is at the absolute core of the Fraternity to engage the parents of our members and their son’s Fraternity. It is at the absolute core of the Fraternity to engage the parents of our members and encourage dialogue regarding the Fraternity.encourage dialogue regarding the Fraternity.encourage dialogue regarding the Fraternity.encourage dialogue regarding the Fraternity.encourage dialogue regarding the Fraternity.

PARENT DONOR LIST PARENT DONOR LIST PARENT DONOR LIST PARENT DONOR LIST PARENT DONOR LIST PARENT DONOR LIST PARENT DONOR LIST The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. The Phi Kappa Tau Foundation is honored by the outstanding generosity of our member’s parents. During 2012, 38 parents made gifts to the Foundation totaling $2,667. During 2012, 38 parents made gifts to the Foundation totaling $2,667. During 2012, 38 parents made gifts to the Foundation totaling $2,667. During 2012, 38 parents made gifts to the Foundation totaling $2,667. During 2012, 38 parents made gifts to the Foundation totaling $2,667. During 2012, 38 parents made gifts to the Foundation totaling $2,667.

“Having a son in Phi

Tau means being thankful for all the people he has met, thankful for the leadership opportunities he has experienced.

”–Sharon Koehler(Mother of Alex Koehler, Mount Union ’07) Mount Union ’07) Mount Union ’07

28 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

Thomas AdamsonThomas AdamsonThomas AdamsonRobert Bastian Robert Bastian Michael Bernardoni Michael Bernardoni David M CallahanDavid M Callahan

William Carroll William Carroll Michael & Heidi Connelly Michael & Heidi Connelly Michael & Heidi Connelly

Michele Bardinal DauphinMichele Bardinal DauphinMichele Bardinal DauphinMichele Bardinal DauphinWalter Douglas

Kim Fazzino Thomas FlanaganThomas Flanagan

Alan Fryar Alan Fryar John N HammondJohn N HammondJohn N Hammond

David Hess David Hess Wayne & Dwanett Jarrells Wayne & Dwanett Jarrells Wayne & Dwanett Jarrells Wayne & Dwanett Jarrells

Dean KealDean KealDean KealDean KealRobert Keller

Martha Kemp

Edward & Laura Knoblauch Edward & Laura Knoblauch Edward & Laura Knoblauch Richard KocianRichard KocianFrederick P KruegerFrederick P KruegerFrederick P KruegerFrederick P KruegerMarsha J Martin Marsha J Martin Jeff & Debbie McNaulJeff & Debbie McNaulJeff & Debbie McNaulJeff & Debbie McNaulKevin Meredith Kevin Meredith Kevin Meredith Kevin Meredith Ralph Noback Ralph Noback Ralph Noback Ralph Noback Paul O’Toole Paul O’Toole Paul O’Toole Paul O’Toole Outi PapamarcosMichael ParisDebra Rauh Mary Jane RiceCheryl S RuseMarie Sar Eric Stoley Jacquelyn L StuartStephen SwanEdward TacasonJohn TartagliaLeonard D WhatleyLawrence & Maria Zamojski

Phriends of Phi Tau are any non-member supporters of Phi Kappa Tau. This group includes greek life professionals, wives, university Phriends of Phi Tau are any non-member supporters of Phi Kappa Tau. This group includes greek life professionals, wives, university Phriends of Phi Tau are any non-member supporters of Phi Kappa Tau. This group includes greek life professionals, wives, university Phriends of Phi Tau are any non-member supporters of Phi Kappa Tau. This group includes greek life professionals, wives, university staff/faculty, university administrators, Fraternity/Sorority staff members and community members. It is encouraging that many staff/faculty, university administrators, Fraternity/Sorority staff members and community members. It is encouraging that many staff/faculty, university administrators, Fraternity/Sorority staff members and community members. It is encouraging that many staff/faculty, university administrators, Fraternity/Sorority staff members and community members. It is encouraging that many staff/faculty, university administrators, Fraternity/Sorority staff members and community members. It is encouraging that many believe you don’t need to be a Phi Kappa Tau member to believe in and support the mission of Phi Kappa Tau.believe you don’t need to be a Phi Kappa Tau member to believe in and support the mission of Phi Kappa Tau.believe you don’t need to be a Phi Kappa Tau member to believe in and support the mission of Phi Kappa Tau.

PHRIENDS OF PHI TAU DONOR LIST PHRIENDS OF PHI TAU DONOR LIST PHRIENDS OF PHI TAU DONOR LIST The Phi Kappa Tau Foundation is honored by the outstanding generosity of Phriends of Phi Tau, (individuals and companies). The Phi Kappa Tau Foundation is honored by the outstanding generosity of Phriends of Phi Tau, (individuals and companies). The Phi Kappa Tau Foundation is honored by the outstanding generosity of Phriends of Phi Tau, (individuals and companies). The Phi Kappa Tau Foundation is honored by the outstanding generosity of Phriends of Phi Tau, (individuals and companies). During 2012, 191 Phriends of Phi Tau made gifts to the Foundation totaling $21,655. During 2012, 191 Phriends of Phi Tau made gifts to the Foundation totaling $21,655. During 2012, 191 Phriends of Phi Tau made gifts to the Foundation totaling $21,655. During 2012, 191 Phriends of Phi Tau made gifts to the Foundation totaling $21,655.

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 29

Apple Foundation Children’s Heart FoundationChildren’s Heart FoundationAlba B GreeleyLisa A Adams Magbic Aleman Russo C Anastasio Jenny Anastasio Jean Anderson Eileen Anderson General Anonymous General Anonymous James Badar Drury Bagwell Lane K S Baldwin Lane K S Baldwin Gerri Barnes Martin Barsotti Martin Barsotti Joanne Belsterling Joanne Belsterling Suzanne Belsterling Suzanne Belsterling Maureen Beto Maureen Beto Maureen Beto Brian Bocchicchio Brian Bocchicchio Brian Bocchicchio Michael A Book Michael A Book Michael A Book Michael A Book David & Karen Branding David & Karen Branding David & Karen Branding Diane Bridge Diane Bridge Nancy Buchanan Nancy Buchanan Mary Jo Campbell Mary Jo Campbell TriState Capital Bank TriState Capital Bank Capital Conference Capital Conference Alan Casey Alan Casey Tessa Casey Tessa Casey Mary A Celio Mary A Celio Barbara Cinpinski Barbara Cinpinski Betty W Clarkson Betty W Clarkson Hughes Coleman Hughes Coleman Frat Collection Frat Collection Jane A CromptonJane A Crompton Martha Daniel Martha Daniel Lisa M Daniel Lisa M Daniel Philip Davidson Philip Davidson Bethany A Deines Bethany A Deines Judson Devlin Judson Devlin Marilyn Dunn Marilyn Dunn Jamye Duren Jamye Duren Dustin Duvall Dustin Duvall Melissa Easley Melissa Easley Mary Edelen Mary Edelen Karen Edgecombe Karen Edgecombe Jane Evans Jane Evans Annette Ewing Annette Ewing David Ewing Anne Marie Falk

Nina Fanning Nina Fanning Mary Fautz Shelley Fiore Shelley Fiore Jennifer Fitch Jennifer Fitch John Fitch Alva Fleming Alva Fleming Randa Fleming Randa Fleming Betty Fleming Betty Fleming William Fryar William Fryar Robin Gaddis Robin Gaddis The Generosity Trust The Generosity Trust Janice Goodman Janice Goodman Nancy Gordon Nancy Gordon Mary Ann Grechen Mary Ann Grechen Gary Grysiak Gary Grysiak Sidney Guller Sidney Guller Sandra Hachmeister Sandra Hachmeister Amy Hage Amy Hage Melaine Haksell Melaine Haksell Kurt Hassell Kurt Hassell Eric Hassell Eric Hassell Martha Hassell Martha Hassell Joseph Havlik Joseph Havlik Billie Haws Billie Haws Treloar & Heisel, Inc Treloar & Heisel, Inc Treloar & Heisel, Inc Ron Helman Ron Helman Ron Helman Jon A Henderson Jon A Henderson Jon A Henderson Susan & Jerry Hoglund Susan & Jerry Hoglund Susan & Jerry Hoglund Susan & Jerry Hoglund Susan & Jerry Hoglund Kim Homra Margaret Horne Margaret Horne Janet Howard Kentucky Insurance Agency Kentucky Insurance Agency Kentucky Insurance Agency Brian R James Brian R James Carol M Jennings Carol M Jennings Frank Joanou Frank Joanou Kathryn Johnson Kathryn Johnson Diane L Johnson Diane L Johnson Sybil Johnson Sybil Johnson Mary Judson Mary Judson Kerry KelleyKerry Kelley Michael Kelley Michael Kelley Janis Kelley Janis Kelley Michelle Kelley Michelle Kelley Roger Kemper Roger Kemper Lisa Kemper Lisa Kemper Michael Kemper Michael Kemper Suzanne Kiel Suzanne Kiel Edward Kirklin Edward Kirklin Margaret Kirsch Margaret Kirsch

Karen Klein James Kunce Betty L Lamb Betty L Lamb Steve Larkin Steve Larkin Polly Lawson Polly Lawson Floyd Leary Floyd Leary Lisa A Leary Lisa A Leary Lisa A Leary Clinton Leonard eonard eonard Robert Lindsey Robert Lindsey Bacque Family, LLC Bacque Family, LLC June Lyne Dorothy Magill Dorothy Magill Mary Magner Mary Magner Philip Majeski Philip Majeski Maureen Mangan Maureen Mangan Delane Martin Delane Martin Kim Masoner Kim Masoner Mary Mazzoni Mary Mazzoni Garry McCann Garry McCann Michael McCann Michael McCann Kathelene McCarty Smith Kathelene McCarty Smith Owen McElliogtt Owen McElliogtt Vincent McKusick Vincent McKusick A McKusick A McKusick Nancy McKusick Nancy McKusick Barbara McKusick Liscord Barbara McKusick Liscord Barbara McKusick Liscord Rose Marie McShane Rose Marie McShane Karen Meadows Karen Meadows Gary Metcalf Gary Metcalf Jeffrey Michaels Jeffrey Michaels Nancy Miller Nancy Miller Fred D Miller Fred D Miller James & Marianne Mocogni James & Marianne Mocogni James & Marianne Mocogni James & Marianne Mocogni James & Marianne Mocogni Norma B Mocogni Norma B Mocogni Norma B Mocogni Norma B Mocogni Cynthia L Morgan Cynthia L Morgan Christy Moseley Christy Moseley Christy Moseley Christy Moseley Christy Moseley Marinell Nagel Marinell Nagel Marinell Nagel Marinell Nagel Marinell Nagel Douglas & Kelly Nossokoff Douglas & Kelly Nossokoff Douglas & Kelly Nossokoff Douglas & Kelly Nossokoff Douglas & Kelly Nossokoff Rosalie Padilla Rosalie Padilla Joan Z Parker Joan Z Parker Five Points Partnership Five Points Partnership Jeanne Patterson Jeanne Patterson Christine Penterson Christine Penterson Sue Perkins Sue Perkins Linda L Perschall Linda L Perschall Cynthia Petrilli Cynthia Petrilli Ground Floor Ground Floor Promotions, Inc Promotions, Inc Katherine Ralston Katherine Ralston Katherine Ralston

Susan Reynolds Susan Reynolds Clare Rodgers Clare Rodgers Kathleen M Rogers Kathleen M Rogers Kathleen M Rogers Mary Ann Rooney Mary Ann Rooney Lynn Sanders Lynn Sanders Kathleen Sandoe Kathleen Sandoe Julia Sarver Julia Sarver Tamra Sarver Tamra Sarver John Schmitt John Schmitt Valeta Schneider Valeta Schneider Valeta Schneider Allen Schoener Carolynne ScholtmanCarolynne ScholtmanCarolynne Scholtman Ann Serafini Ann Serafini Ann Serafini Ann Serafini Ann Serafini Lisa Shelton Lisa Shelton Lisa Shelton Lisa Shelton Barbara Sinai Barbara Sinai Barbara Sinai Barbara Sinai Timothy R Sinks Timothy R Sinks Timothy R Sinks Timothy R Sinks Timothy R Sinks Timothy R Sinks Regina Smith Regina Smith Catherine Sohor Catherine Sohor Charlotte Staiger Charlotte Staiger James M Starks James M Starks Chris Surfield Chris Surfield Debbie Taylor Debbie Taylor Bobbie Taylor Mary Jane Turner Mary Jane Turner Angie Van WinkleAngie Van Winkle Karen S Vargo Polly Vente Tina Waggoner Deborah Wagner Deborah Wagner Paul Wajda Patricia Walker Patricia Walker Mary A Walker Rowan Mary A Walker Rowan Mary A Walker Rowan Donald Ward Susan Ward Dean Warren Dean Warren Lucy Wheeler Lucy Wheeler Stuart & Karen Wheeler Stuart & Karen Wheeler Stuart & Karen Wheeler Hazel WhitakerHazel Whitaker Howard Williams Howard Williams Timothy Williamson Timothy Williamson Timothy Williamson Veronica Wiseman Veronica Wiseman Veronica Wiseman Alan F Woolslare Alan F Woolslare Alan F Woolslare Alan F Woolslare Alan F Woolslare Roy Wyatt Roy Wyatt Roy Wyatt Michael Zachek Michael Zachek Michael Zachek Michael Zachek Michael Zachek James Zeller James Zeller

ALPHA-MIAMICharles T Ball ’82

BETA-OHIOJohn D Good ’47 Roger D Humphrey ’34 +James C McAtee ’65

GAMMA-OHIO STATENorman W Brown ’50 Melvin Dettra ’45 +Lawrence L Fisher ’60 James S Hamilton ’63 Dan L Huffer ’57

DELTA-CENTRE Ewing T Boles ’14 +

EPSILON-MOUNT UNIONThomas W Young ’34 +

ZETA-ILLINOISWilliam S Budd ’31 +Donald A Henry Jr ’35 +

THETA-TRANSYLVANIAC M Britt ’35 +Benjamin F Nelson ’78 Benjamin F Nelson ’78 Benjamin F Nelson ’78

IOTA-COEThomas F Hazelton ’75 Thomas F Hazelton ’75 John F Mankopf ’65 John F Mankopf ’65 Paul E Raymond ’23 Paul E Raymond ’23 +

KAPPA-KENTUCKYWilliam O Boles ’49 William O Boles ’49 John T Muncey ’37 John T Muncey ’37 +

NU-UC BERKELEYStephen Brothers ’66 Stephen Brothers ’66

XI-FRANKLIN & MARSHALLRandolph L Smallwood Jr ’53 Randolph L Smallwood Jr ’53 Randolph L Smallwood Jr ’53 +

OMICRON-PENN STATERoscoe E Blyler ’41 +Roscoe E Blyler ’41 +Robert G Kaiser II ’74 Robert G Kaiser II ’74 David C F Lapinski ’74David C F Lapinski ’74

PI-SOUTHERN CALIFORNIARobert E Kennedy ’47 Roland Maxwell ’22 +

UPSILON-NEBRASKA WESLEYANThomas C Cunningham ’60 +John M Green ’60

CHI-NORTH CAROLINA STATEDaniel J Houck Jr ’97

PSI-COLORADOWilliam W Bateman ’70 +Lewis M Culver ’24 +J Kenneth Loewen Jr ’80 J Kenneth Loewen Jr ’80 Lewis A Waddington ’36 Lewis A Waddington ’36 +

OMEGA-WISCONSIN-MADISONPaul A Elfers ’24 Paul A Elfers ’24 Paul A Elfers ’24 +

ALPHA ALPHA-MICHIGAN STATERoss E Roeder ’58 Ross E Roeder ’58

ALPHA GAMMA-DELAWAREDavid C Cathcart ’24 David C Cathcart ’24 +

ALPHA ETA-FLORIDAJohn F Cosgrove ’68 John F Cosgrove ’68 +William R Goacher ’58 William R Goacher ’58 Jeffrey C Karpiak ’69 Jeffrey C Karpiak ’69 Thomas L Tatham ’31 Thomas L Tatham ’31 +George H Wenzel Jr ’40 George H Wenzel Jr ’40 +

ALPHA LAMBDA-AUBURNRhett D Bentley ’74Rhett D Bentley ’74

ALPHA NU-IOWA STATERobert G Bartheld ’49 Robert G Bartheld ’49

ALPHA SIGMA-COLORADO STATEElmer C Hunter ’40Elmer C Hunter ’40

ALPHA TAU-CORNELLDonald E Snyder Sr ’46

ALPHA PHI-AKRONRobert Leatherman ’60 G Gary Nixon ’61

ALPHA CHI-MISSISSIPPI STATEAnthony C Marucci Jr ’89Anthony C Marucci Jr ’89

ALPHA OMEGA-BALDWIN WALLACEMichael D Dovilla ’94Michael D Dovilla ’94

BETA ALPHA-TEXAS-AUSTINC Howard Pieper ’48 Victor R Williams ’51 +

BETA BETA-LOUISVILLELee H Turk ’66

BETA IOTA-FLORIDA STATERobert P Cook ’81

BETA LAMBDA-INDIANARichard Wilson ’81

BETA MU-KENT STATEGerald E Feezel ’49 Jason James Reckard ’87

BETA OMICRON-MARYLANDGregory D Hollen ’75 Timothy O Simon ’76

BETA TAU-BOWLING GREENRay Clarke ’51 Gary H Fernwood ’52 F Fredrick Fether ’51 William D Jenkins ’57 Tom M McCleave ’50 Paul G Mook ’50 +

BETA UPSILON-HOBARTAlan W Dunn ’78 +

BETA PSI-CAL STATE-LONG BEACHEldon C Baber ’79 Kees P Woudenberg ’01 Kees P Woudenberg ’01

GAMMA ALPHA-MICHIGAN TECHVictor F Hudy ’84 Victor F Hudy ’84

GAMMA GAMMA-ST. JOHN’SJohn M Alvenus ’89

GAMMA ETA-EAST CAROLINADavid Ozag ’05 +

GAMMA IOTA-SACRAMENTO STATERick Anthony Keltner ’76 David M Paganucci ’69

GAMMA LAMBDA-CENTRAL MICHIGANJames J Lewis ’04 Jeffrey L Rivard ’65

GAMMA THETA-WESTERN MICHIGANJohn R Sabol ’94

GAMMA MU-BRADLEYChristopher W Hornbrook ’80 +

GAMMA NU-RITGary Proud ’66

GAMMA OMICRON-CAL STATE-FULLERTONAlfred V Fong ’67

GAMMA TAU-OLD DOMINIONJon F Hays ’07

GAMMA UPSILON-SPRING HILLJoseph J McCann Jr ’74 +

The Heritage Society was established to honor and recognize the Fraternity’s alumni and phriends who have made provisions for future generations of students through will 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.

30 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

DELTA BETA-EVANSVILLEK Steve Lilly ’80 Todd E Napier ’83 Matthew Parker ’93 Kent Parr ’76

DELTA GAMMA-OLE MISSF Harrison Green ’66 F Harrison Green ’66 Randy R Nichols ’72Randy R Nichols ’72

DELTA THETA-GEORGETOWNMichael R Ecton ’00 Joseph R Raymond Jr ’98

DELTA KAPPA-TENNESSEEBrent R Seelmeyer ’94

DELTA LAMBDA-MUSKINGUMC Steven Hartman ’89

DELTA NU-WRIGHT STATEKenneth Jordan ’74

DELTA RHO-EASTERN KENTUCKYJoshua J Bleidt ’96

DELTA SIGMA-WEBBERJay B Davis ’82 S Philip Ford ’81

DELTA TAU-CAL POLY-POMONADaniel R Garcia ’97

DELTA PHI-ARKANSASKent Robert Bailey ’89

EPSILON BETA-WEST VIRGINIA TECHDerick Meadows ’90

EPSILON GAMMA-COLLEGE OF NEW JERSEYJeffrey D Lewis ’97

EPSILON ETA-OSWEGO STATEJeffrey Glen Lawton ’90 +

EPSILON KAPPA-RUTGERSSteven I Lerer ’02

EPSILON LAMBDA-LONGWOODDarrell A Wells ’94 Arthur Wilson IV ’94

EPSILON NU-CLEMSONAdam D Goetz ’95

ZETA ALPHA-BELMONT Michael D Lummus ’06

“My decision to include the Phi Kappa Tau

Foundation in my estate planning by making a bequest in my will, much like my decision to make contributions while I’m still alive, comes from an on-going decision to support organizations I’m passionate about with my time, talent, and treasure. I encourage all of

my brothers o think of this as part of their estate planning. When you get to the point that you’ve got to give somebody instructions about what is or has been important to you, consider the opportunity to contribute to building that bridge for the young men following in your footsteps.

” - Ken Loewen, Colorado ’80

HOW TO INCLUDE PHI KAPPA TAUIN YOUR ESTATE PLANS

Phi Tau brothers from all walks of life, with estates ranging from modest to complex, have shared a common bond through the years: their abiding interest in assuring their Fraternity’s lasting fiscal strength. Through their determination to act on that interest, they establish a legacy of support, most commonly by including a charitable bequest in their will or other estate planning document.

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. You should specify that the Phi Kappa Tau Foundation is to receive a certain amount or percentage of your estate or particular assets, or the remainder of your estate after providing for heirs. Please contact us if we can assist you and your attorney or financial advisor in establishing a bequest for the Phi Kappa Tau Foundation. To learn more, visit:

www.phikappatau.org/plannedgiving

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATION 31

The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of The following donors made gifts to the Foundation throughout 2012 to recognize a member or Phriend of Phi Tau who has touched their lives. Gifts in honor or in memory of a brother or phriend of the Fraternity are Phi Tau who has touched their lives. Gifts in honor or in memory of a brother or phriend of the Fraternity are Phi Tau who has touched their lives. Gifts in honor or in memory of a brother or phriend of the Fraternity are special tributes to the bond of brotherhood.

32 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

Drury BagwellIN HONOR OF Gregory D Hollen, Maryland ’75

Paul Wayne Midkiff, Texas-Austin ’80

Stephen P Crane, Muhlenberg ’74IN HONOR OF Mitchell G Possinger, Muhlenberg ’74

S Philip Ford, Webber ’81IN HONOR OF John M Green, Nebraska Wesleyan ’60

Dr Lowell K Gaither, Nebraska Wesleyan ’58IN HONOR OF Dr Jeffrey S Abrams, Dr Jeffrey S Abrams, Rensselaer ’73Rensselaer ’73Rensselaer ’73

William C Macak, Florida State ’73Florida State ’73IN HONOR OF C Steven Hartman, Muskingum ’89Muskingum ’89

Rick Anthony Keltner, Sacramento State ’76Sacramento State ’76Sacramento State ’76Sacramento State ’76

William H Phelan, Louisville ’50Louisville ’50Louisville ’50Louisville ’50IN HONOR OF Benjamin R Donlon, Benjamin R Donlon, Louisville ’09Louisville ’09Louisville ’09

Raymond R Sophie, Raymond R Sophie, Raymond R Sophie, Raymond R Sophie, Southern Illinois ’08Southern Illinois ’08Southern Illinois ’08IN HONOR OF C Steven Hartman, C Steven Hartman, C Steven Hartman, Muskingum ’89Muskingum ’89Muskingum ’89

Tyler C Wash, Tyler C Wash, Georgetown ’06Georgetown ’06Georgetown ’06

Joseph M Thomas, Joseph M Thomas, Louisville ’69Louisville ’69Louisville ’69IN HONOR OF Benjamin R Donlon, Benjamin R Donlon, Benjamin R Donlon, Louisville ’09Louisville ’09

Tyler C Wash, Tyler C Wash, Georgetown ’06Georgetown ’06Georgetown ’06IN HONOR OF Michael T Gabhart, Michael T Gabhart, Michael T Gabhart, Georgetown ’95Georgetown ’95

John M Green, NJohn M Green, NJohn M Green, Nebraska Wesleyan ’60ebraska Wesleyan ’60Gregory D Hollen, Gregory D Hollen, Gregory D Hollen, Maryland ’75Maryland ’75William D Jenkins, William D Jenkins, William D Jenkins, Bowling Green ’57Bowling Green ’57Bowling Green ’57Bowling Green ’57Gregory S Stratton, Gregory S Stratton, Gregory S Stratton, Georgetown ’80Georgetown ’80Georgetown ’80Georgetown ’80

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 33

Barry E Anderson, Barry E Anderson, Florida ’56Florida ’56

Eileen Anderson Eileen Anderson Eileen Anderson

Jack L Anson,Jack L Anson,Jack L Anson,Colgate ’47Colgate ’47

Sindey Guller Gregory D Hollen, Maryland ’75Maryland ’75Maryland ’75Maryland ’75

Anthony L Corlew, Tennessee ’97

Jordan R Marshall, Tennessee ’01Tennessee ’01

Thomas C Cunningham, Thomas C Cunningham, Nebraska Wesleyan ’60Nebraska Wesleyan ’60

Gregory D Hollen, Maryland ’75

Melvin Dettra, Ohio State ’45 Ohio State ’45 Gregory D Hollen, Gregory D Hollen, Maryland ’75

James V Greely, James V Greely, Florida ’55 Alba B Greeley Alba B Greeley

Robert D Jennings, Robert D Jennings, Michigan State ’46Michigan State ’46

Carol M Jennings Carol M Jennings

Joseph J McCann, Jr, Joseph J McCann, Jr, Joseph J McCann, Jr, Spring Hill ’74Spring Hill ’74Spring Hill ’74Bacque Family, LLC Bacque Family, LLC Bacque Family, LLC Gerri & Fred Barnes Gerri & Fred Barnes Gerri & Fred Barnes Joanne & Ralph Belsterling Joanne & Ralph Belsterling Joanne & Ralph Belsterling Suzanne Belsterling Suzanne Belsterling Joshua J Bleidt, Joshua J Bleidt, Eastern Kentucky ’96Eastern Kentucky ’96Eastern Kentucky ’96Brian Bocchicchio Brian Bocchicchio Michael A Book Michael A Book William F Brasch, William F Brasch, Louisville ’67Louisville ’67William G Braund, William G Braund, Westminster ’54Westminster ’54Diane & John Bridge Diane & John Bridge Scott Brown, Scott Brown, Tennessee ’88Mary Jo Campbell Mary Jo Campbell Dr Merlin G Castille, Dr Merlin G Castille, Spring Hill ’75Spring Hill ’75Mary A Celio Mary A Celio Barbara Cinpinski Barbara Cinpinski

Jane A Crompton Philip Davidson Bethany A Denes Marilyn Dunn EPECO Foundation Shelly & Dennis Fiore Alva Fleming S Philip Ford, Webber ’81Fraternity & Soroity PAC Adam D Goetz, Clemson ’95Mary Ann Grechen Gary Grysiak Gary Grysiak Sandra & Hugh Hachmeister Sandra & Hugh Hachmeister Brian T HarBrian T HarBrian T Hardy, Westminster ’93C Steven Hartman, C Steven Hartman, C Steven Hartman, C Steven Hartman, C Steven Hartman, Muskingum ’89Muskingum ’89Gregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Bethany ’86Jon A Henderson Jon A Henderson Jon A Henderson Frank Joanou Diane L Johnson Diane L Johnson Betty L Lamb Robert & Connie Lindsey Robert & Connie Lindsey Todd A Lucas, Wright State ’94Philip Majeski Philip Majeski Maureen Mangan Maureen Mangan Mass Mutual Financial Group Mass Mutual Financial Group Garry McCann Garry McCann Michael & Helen McCann Michael & Helen McCann Rose Marie McShane Rose Marie McShane Fred D Miller Fred D Miller David J Morganti, David J Morganti, Miami ’00Cynthia L Morgan Cynthia L Morgan Marinell Nagel Marinell Nagel Kevin Robert Powers, Kevin Robert Powers, Westminster ’83Westminster ’83Kathleen M Rogers Kathleen M Rogers Kathleen Sandoe Kathleen Sandoe Valeta Schneider Valeta Schneider Allen Schoener Allen Schoener Timothy R Sinks Timothy R Sinks Charlotte Staiger Charlotte Staiger Treloar & Heisel, Inc Treloar & Heisel, Inc Treloar & Heisel, Inc TriState Capital Bank TriState Capital Bank TriState Capital Bank TriState Capital Bank Angie Van Winkle Angie Van Winkle Angie Van Winkle Karen S Vargo Karen S Vargo Karen S Vargo Paul Wajda Paul Wajda Tyler C Wash, Tyler C Wash, Georgetown ’06Georgetown ’06Georgetown ’06Georgetown ’06Alan F Woolslare

Joel B McCarty, Texas-Austin ’56Texas-Austin ’56

Kathelene McCarty Smith Kathelene McCarty Smith

Dick Meess, Behatny ’48

Samuel L Engle, Bethany ’46Bethany ’46

Philip L Parker, Muhlenberg ’66Muhlenberg ’66

Joan Z Parker

Clement F Perschall, Clement F Perschall, Georgia Tech ’65Georgia Tech ’65

Linda L Perschall Linda L Perschall

Carol Staples Samuel L Engle, Samuel L Engle, Bethany ’46Bethany ’46Bethany ’46

Dean Stewart, Nebraska Wesleyan ’59Nebraska Wesleyan ’59Nebraska Wesleyan ’59Nebraska Wesleyan ’59

Donald W Dorr, Nebraska Wesleyan ’58Nebraska Wesleyan ’58Nebraska Wesleyan ’58John M Green, John M Green, Nebraska Wesleyan ’60Nebraska Wesleyan ’60Nebraska Wesleyan ’60

Walter G Strange, Jr, Walter G Strange, Jr, Walter G Strange, Jr, Walter G Strange, Jr, Auburn ’70Auburn ’70Auburn ’70Auburn ’70Auburn ’70

Gregory D Hollen, Gregory D Hollen, Gregory D Hollen, Gregory D Hollen, Maryland ’75Maryland ’75Maryland ’75

Richard Vomacka, Richard Vomacka, Richard Vomacka, Middlebury ’65Middlebury ’65Middlebury ’65

Joshua J Bleidt, Joshua J Bleidt, Joshua J Bleidt, Eastern Kentucky ’96Eastern Kentucky ’96Eastern Kentucky ’96Eastern Kentucky ’96

Dr Rodney E Wilmoth, Dr Rodney E Wilmoth, Dr Rodney E Wilmoth, Nebraska Wesleyan ’57Nebraska Wesleyan ’57Nebraska Wesleyan ’57

John M Alvenus, John M Alvenus, John M Alvenus, St John’s ’89St John’s ’89

Ewing T Boles, Ewing T Boles, Centre Centre ’14, ’14, envisioned Phi Kappa Tau’s future as a strong, envisioned Phi Kappa Tau’s future as a strong, envisioned Phi Kappa Tau’s future as a strong, ’14, envisioned Phi Kappa Tau’s future as a strong, ’14, vibrant fraternity that offered the very best in leadership opportunities vibrant fraternity that offered the very best in leadership opportunities for young men. He established the Phi Kappa Tau Foundation in 1945 for young men. He established the Phi Kappa Tau Foundation in 1945 and created a vehicle for alumni to make charitable gifts to ensure and created a vehicle for alumni to make charitable gifts to ensure programming support would always be available.

In 1983, Boles was named an honorary founding father of the In 1983, Boles was named an honorary founding father of the In 1983, Boles was named an honorary founding father of the Fraternity and helped pioneer Phi Kappa Tau’s $3 million campaign Fraternity and helped pioneer Phi Kappa Tau’s $3 million campaign Fraternity and helped pioneer Phi Kappa Tau’s $3 million campaign Fraternity and helped pioneer Phi Kappa Tau’s $3 million campaign with his personal $1 million donation. His gift was the single largest with his personal $1 million donation. His gift was the single largest with his personal $1 million donation. His gift was the single largest gift to a fraternity at that time. Because of his generosity, he was gift to a fraternity at that time. Because of his generosity, he was gift to a fraternity at that time. Because of his generosity, he was awarded the North-American Interfraternity Conference Gold Medal awarded the North-American Interfraternity Conference Gold Medal awarded the North-American Interfraternity Conference Gold Medal awarded the North-American Interfraternity Conference Gold Medal of Distinction and the Phi Kappa Tau Executive Offices Building in of Distinction and the Phi Kappa Tau Executive Offices Building in of Distinction and the Phi Kappa Tau Executive Offices Building in Oxford, Ohio is named in his honor.

Membership in the Ewing T Boles Society is awarded to donors who Membership in the Ewing T Boles Society is awarded to donors who Membership in the Ewing T Boles Society is awarded to donors who Membership in the Ewing T Boles Society is awarded to donors who contribute $1,000 or more annually.contribute $1,000 or more annually.contribute $1,000 or more annually.

2012 BOLES SOCIETY MEMBERSHIP2012 BOLES SOCIETY MEMBERSHIP2012 BOLES SOCIETY MEMBERSHIP2012 BOLES SOCIETY MEMBERSHIP2012 BOLES SOCIETY MEMBERSHIPJohn M Alvenus, St John’s ’89St John’s ’89St John’s ’89St John’s ’89Apple FoundationApple FoundationApple FoundationApple FoundationAllan Joseph Aprea, Allan Joseph Aprea, Allan Joseph Aprea, Georgia Tech ’81Georgia Tech ’81Steve Bailo, Steve Bailo, Steve Bailo, Michigan Tech ’79Michigan Tech ’79Michigan Tech ’79Rhett D Bentley, Rhett D Bentley, Rhett D Bentley, Rhett D Bentley, Auburn ’74Auburn ’74Raymond S Bernardo, Raymond S Bernardo, Raymond S Bernardo, Raymond S Bernardo, UCLA ’56UCLA ’56Raymond A Bichimer, Raymond A Bichimer, Raymond A Bichimer, Ohio State ’53 Ohio State ’53 Joshua J Bleidt, Joshua J Bleidt, Eastern Kentucky ’96Eastern Kentucky ’96Eastern Kentucky ’96John S Bracken, John S Bracken, Mount Union ’60Mount Union ’60+William G Braund, William G Braund, William G Braund, Westminster ’54Westminster ’54Norman W Brown, Norman W Brown, Norman W Brown, Ohio State ’50Ohio State ’50Richard L Bohy, Richard L Bohy, Nebraska Wesleyan ’58Nebraska Wesleyan ’58Steve W Chaddick, Steve W Chaddick, Steve W Chaddick, Georgia Tech ’70Georgia Tech ’70Children’s Heart FoundationChildren’s Heart FoundationChildren’s Heart FoundationChildren’s Heart FoundationStephen P Crane, Stephen P Crane, Stephen P Crane, Muhlenberg ’74Muhlenberg ’74John H Cuturilo, John H Cuturilo, John H Cuturilo, North Carolina State ’73North Carolina State ’73North Carolina State ’73Daniel M Dauer,Daniel M Dauer,Daniel M Dauer, Old Dominion ’67 Old Dominion ’67Nickolas Davatzes, Nickolas Davatzes, Nickolas Davatzes, St John’s ’60St John’s ’60Christopher Davenport, Christopher Davenport, Christopher Davenport, East Central Oklahoma ’93East Central Oklahoma ’93East Central Oklahoma ’93East Central Oklahoma ’93C Brent DeVore, C Brent DeVore, C Brent DeVore, Ohio ’61Ohio ’61Michael D Dovilla, Michael D Dovilla, Michael D Dovilla, Baldwin Wallace ’94Baldwin Wallace ’94S Cordell Dombrowski, S Cordell Dombrowski, S Cordell Dombrowski, Ole Miss ’68Ole Miss ’68John E Donaldson,John E Donaldson,John E Donaldson, Ohio’49 Ohio’49Stephen M Dunn, Stephen M Dunn, Colorado ’66Colorado ’66Charles G Erickson, Charles G Erickson, Charles G Erickson, Charles G Erickson, Charles G Erickson, Nebraska Wesleyan ’56Nebraska Wesleyan ’56Nebraska Wesleyan ’56Nebraska Wesleyan ’56Nebraska Wesleyan ’56Will Stratton Fisher III, Will Stratton Fisher III, Will Stratton Fisher III, Will Stratton Fisher III, Miami ’80Miami ’80J Thomas Freeman Jr, J Thomas Freeman Jr, J Thomas Freeman Jr, J Thomas Freeman Jr, J Thomas Freeman Jr, Florida ’84Florida ’84Florida ’84S Philip Ford, S Philip Ford, Webber ’81Webber ’81Webber ’81Wesley R Fugate, Wesley R Fugate, Wesley R Fugate, Wesley R Fugate, Centre ’99Centre ’99Centre ’99Centre ’99Michael T Gabhart, Michael T Gabhart, Michael T Gabhart, Michael T Gabhart, Michael T Gabhart, Michael T Gabhart, Georgetown ’95Georgetown ’95Georgetown ’95David W Gentry, David W Gentry, David W Gentry, David W Gentry, David W Gentry, Nebraska Wesleyan ’79Roger W Gilbert, Roger W Gilbert, Roger W Gilbert, Roger W Gilbert, Roger W Gilbert, UC Berkeley ’50 +John C Gray, John C Gray, John C Gray, John C Gray, John C Gray, John C Gray, Oklahoma State ’04Alba B Greeley Alba B Greeley Alba B Greeley Alba B Greeley John M Green, John M Green, John M Green, John M Green, John M Green, John M Green, Nebraska Wesleyan ’60Joseph H Grimes, Joseph H Grimes, Joseph H Grimes, Kansas State ’59James S Hamilton, James S Hamilton, James S Hamilton, Ohio State ’63Brian T Hardy, Brian T Hardy, Brian T Hardy, Westminster ’93

J

J

JJJJ

34 2012 ANNUAL REPORT WWW.PHIKAPPATAU.ORG

C Steven Hartman,C Steven Hartman, Muskingum ’89 Gregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Gregory M Heilmeier, Bethany ’86Jim K Heilmeier, Jim K Heilmeier, Jim K Heilmeier, Kent State ’49 Kent State ’49 Norman J Hietbrink, Norman J Hietbrink, Norman J Hietbrink, Norman J Hietbrink, Nebraska Wesleyan ’59Robert J Hilkemann, Robert J Hilkemann, Robert J Hilkemann, Robert J Hilkemann, Nebraska Wesleyan ’66Gregory D Hollen, Gregory D Hollen, Gregory D Hollen, Gregory D Hollen, Gregory D Hollen, Maryland ’75W Tim Hudson, W Tim Hudson, Truman State ’97Truman State ’97Ronald C Jensen, Ronald C Jensen, Nebraska Wesleyan ’71Nebraska Wesleyan ’71Thomas A Jeswald, Thomas A Jeswald, Ohio ’63Ohio ’63John A Johnson,John A Johnson, Mississippi State ’64 Mississippi State ’64Larry E Jones, Larry E Jones, Nebraska Wesleyan ’70Nebraska Wesleyan ’70Nebraska Wesleyan ’70Nebraska Wesleyan ’70Nebraska Wesleyan ’70Dr. Richard F Jussel, Dr. Richard F Jussel, Nebraska Wesleyan ’59Nebraska Wesleyan ’59Nebraska Wesleyan ’59Nebraska Wesleyan ’59Garry A Klingbergs, Garry A Klingbergs, Cleveland State ’82J Kenneth Loewen Jr, J Kenneth Loewen Jr, J Kenneth Loewen Jr, J Kenneth Loewen Jr, Colorado ’80Roy O King Jr, Roy O King Jr, Roy O King Jr, Roy O King Jr, New Mexico State ’73New Mexico State ’73New Mexico State ’7David C F Lapinski, David C F Lapinski, David C F Lapinski, David C F Lapinski, Penn State ’74James J Lewis, James J Lewis, James J Lewis, James J Lewis, Central Michigan ’04Christopher A Macak, Christopher A Macak, Christopher A Macak, Christopher A Macak, Florida State ’03William C Macak, William C Macak, William C Macak, William C Macak, Florida State ’73Richard A Mark, Richard A Mark, Richard A Mark, Richard A Mark, Nebraska Wesleyan ’72Warren K Mattox, Warren K Mattox, Warren K Mattox, Warren K Mattox, Nebraska Wesleyan ’69Sean J McManus,Sean J McManus,Sean J McManus,Sean J McManus, East Carolina ’97Joseph J McCann, Joseph J McCann, Joseph J McCann, Joseph J McCann, Spring Hill ’74 +Richard F Michael, Richard F Michael, Richard F Michael, Richard F Michael, Michigan Tech ’70William W Mickle II, William W Mickle II, William W Mickle II, William W Mickle II, Nebraska Wesleyan ’71Steven F Moore, Steven F Moore, Steven F Moore, Steven F Moore, Rutgers ’99Jack R Norris, Jack R Norris, Jack R Norris, Jack R Norris, Louisville ’65Joshua M O’Brien, Joshua M O’Brien, Joshua M O’Brien, Joshua M O’Brien, Cincinnati ’97Timothy R O’Neill,Timothy R O’Neill,Timothy R O’Neill,Timothy R O’Neill, Nebraska-Kearney ’75James F Phalin, James F Phalin, James F Phalin, James F Phalin, Idaho ’80Donald James Phillips II, Donald James Phillips II, Donald James Phillips II, Donald James Phillips II, Donald James Phillips II, Texas-Austin ’82Robert E Plumleigh, Robert E Plumleigh, Robert E Plumleigh, Robert E Plumleigh, Robert E Plumleigh, Robert E Plumleigh, Robert E Plumleigh, Southern California ’47Jeffrey L Rivard, Jeffrey L Rivard, Jeffrey L Rivard, Jeffrey L Rivard, Jeffrey L Rivard, Jeffrey L Rivard, Jeffrey L Rivard, Central Michigan ’65 Central Michigan ’65 Central Michigan ’65 Central Michigan ’65 Vonn E Roberts, Vonn E Roberts, Vonn E Roberts, Nebraska Wesleyan ’71Nebraska Wesleyan ’71Nebraska Wesleyan ’71Nebraska Wesleyan ’71Ross E Roeder,Ross E Roeder,Ross E Roeder, Michigan State ’58 Michigan State ’58 Michigan State ’58 Michigan State ’58 Michigan State ’58Gary L Rose, Gary L Rose, Gary L Rose, Tennessee ’83Tennessee ’83Tennessee ’83David A Ruckman, David A Ruckman, David A Ruckman, Ohio State ’62Ohio State ’62Ohio State ’62Ohio State ’62Ohio State ’62John E Sampson, John E Sampson, John E Sampson, Nebraska Wesleyan ’60 Nebraska Wesleyan ’60 Nebraska Wesleyan ’60 Nebraska Wesleyan ’60 Stanley L Schell, Stanley L Schell, Stanley L Schell, Oklahoma State ’02Oklahoma State ’02Bryan Myron Schneider, Bryan Myron Schneider, Bryan Myron Schneider, Bryan Myron Schneider, Nebraska Wesleyan ’88Nebraska Wesleyan ’88Nebraska Wesleyan ’88Nebraska Wesleyan ’88Joel Vincent Scott, Joel Vincent Scott, Joel Vincent Scott, Michigan Tech ’79Michigan Tech ’79Daniel J Simonetti, Kansas State ’87Kansas State ’87Randolph L Smallwood, Randolph L Smallwood, Franklin & Marshall ’53Franklin & Marshall ’53 +Gary C Smith, Cornell ’60Cornell ’60Timothy F Smith, Bowling Green ’62Bowling Green ’62Scott G Stewart, Nebraska-Kearney ’69Nebraska-Kearney ’69Tim A Tesmer, Nebraska Wesleyan ’76Nebraska Wesleyan ’76Cliff D Unger, Arizona ’98Arizona ’98G N Van Fleet, Penn State ’56Penn State ’56James A Walker, Nebraska Wesleyan ’67Nebraska Wesleyan ’67Nebraska Wesleyan ’67Tyler C Wash, Georgetown ’06 Georgetown ’06Robert M Watts, Auburn ’62 Auburn ’62

+ Chapter Eternal Foundation Trustee Distinguished Trustee Distinguished Trustee National Councilor

““When I was a student, my When I was a student, my When I was a student, my When I was a student, my When I was a student, my When I was a student, my When I was a student, my When I was a student, my When I was a student, my When I was a student, my When I was a student, my

Phi Tau Fraternity experience Phi Tau Fraternity experience Phi Tau Fraternity experience Phi Tau Fraternity experience Phi Tau Fraternity experience Phi Tau Fraternity experience and brothers were instrumental and brothers were instrumental and brothers were instrumental and brothers were instrumental and brothers were instrumental and brothers were instrumental and brothers were instrumental in helping mold me into the in helping mold me into the in helping mold me into the in helping mold me into the in helping mold me into the person I am today. It seems only person I am today. It seems only person I am today. It seems only person I am today. It seems only reasonable, therefore, that now I reasonable, therefore, that now I reasonable, therefore, that now I reasonable, therefore, that now I should give back to the Fraternity should give back to the Fraternity should give back to the Fraternity

that made such a difference at a critical time in my life, that made such a difference at a critical time in my life, that made such a difference at a critical time in my life, enhancing its capability to help other brothers blossom enhancing its capability to help other brothers blossom enhancing its capability to help other brothers blossom

those that went before us, so why shouldn’t we reach those that went before us, so why shouldn’t we reach those that went before us, so why shouldn’t we reach those that went before us, so why shouldn’t we reach those that went before us, so why shouldn’t we reach out to help those who follow us? If we don’t give back out to help those who follow us? If we don’t give back out to help those who follow us? If we don’t give back out to help those who follow us? If we don’t give back out to help those who follow us? If we don’t give back to our Fraternity—helping current students like others to our Fraternity—helping current students like others to our Fraternity—helping current students like others to our Fraternity—helping current students like others to our Fraternity—helping current students like others helped us—who will?helped us—who will?

” ” - John Sampson, - John Sampson, ” - John Sampson, ” ” - John Sampson, ” Nebraska Wesleyan ‘60Nebraska Wesleyan ‘60Nebraska Wesleyan ‘60Nebraska Wesleyan ‘60Nebraska Wesleyan ‘60

WWW.PHIKAPPATAU.ORG WWW.PHIKAPPATAU.ORG PHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATIONPHI KAPPA TAU FOUNDATION 35

UUUUUUUUPPPPPPPPPPAAAAAA TTTTTAAAAAAUUUUUUPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA TTTTTTTTTTTTTTTTTTTTTTTTTTAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUWWWWWWWWWWWWWWWWWAAAAAAAAAAAAAAAYYYYYYYYYYYYSSSSSSSSSSSSS TTTTTTTTTTTTTTTTOOOOOOOOOOOO GGGGGGGGGGGGGGGIIIIIIIIIIVVVVVVVVVVVVVVVEEEEEEEEE BBBBBBBBBBBBBAAAAAAAAAAAAACCCCCCCCCCCCKKKKKKKKKKKK TTTTTTTTTTOOOOOOOOOO PPPPPPPPPPPPHHHHHHHHHHHHHIIIIIII KKKKKKKKKKKAAAAAAAAAAAPPPPPPPPPPPPPPPPPAAWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYSSSSSSSSSSSSSSSSSSSSSSSSSSSSSS TTTTTTTTTTTTTTTTTTTTTTTTTTTOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGIIIIIIIIIIIIIIIIIIIIIIIIVVVVVVVVVVVVVVVVVVVVVVVVVVVVVVEEEEEEEEEEEEEEEEEEEEEEEEEEEEE BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAACCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK TTTTTTTTTTTTTTTTTTTTTTTTTOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO PPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPHHHHHHHHHHHHHHHHHHHHHHHHHHHIIIIIIIIIIIIIIIIIIIIIII KKKKKKKKKKKKKKKKKKKKKKKKKKKKKKAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPAAONLINEGiving online at www.phikappatau.org/givenow is the quickest way Giving online at www.phikappatau.org/givenow is the quickest way Giving online at www.phikappatau.org/givenow is the quickest way Giving online at www.phikappatau.org/givenow is the quickest way to make a contribution to the Foundation. With online giving, you to make a contribution to the Foundation. With online giving, you to make a contribution to the Foundation. With online giving, you to make a contribution to the Foundation. With online giving, you can make a one-time gift or establish a recurring gift in monthly, can make a one-time gift or establish a recurring gift in monthly, can make a one-time gift or establish a recurring gift in monthly, can make a one-time gift or establish a recurring gift in monthly,

quarterly or yearly installments.

CASH OR CHECKCash or check remain the most popular methods for making Cash or check remain the most popular methods for making Cash or check remain the most popular methods for making Cash or check remain the most popular methods for making donations to the Foundation. Send all correspondence to:donations to the Foundation. Send all correspondence to:donations to the Foundation. Send all correspondence to:

Phi Kappa Tau FoundationEwing T Boles Executive Offices5221 Morning Sun Road

Oxford, Ohio 45056

CREDIT CARDThe Phi Kappa Tau Foundation accepts American Express, Discover, The Phi Kappa Tau Foundation accepts American Express, Discover, The Phi Kappa Tau Foundation accepts American Express, Discover, The Phi Kappa Tau Foundation accepts American Express, Discover, The Phi Kappa Tau Foundation accepts American Express, Discover, The Phi Kappa Tau Foundation accepts American Express, Discover, MasterCard and VISA. This method can be used for a one-time MasterCard and VISA. This method can be used for a one-time MasterCard and VISA. This method can be used for a one-time MasterCard and VISA. This method can be used for a one-time gift or establish a recurring gift in monthly, quarterly or yearly gift or establish a recurring gift in monthly, quarterly or yearly gift or establish a recurring gift in monthly, quarterly or yearly gift or establish a recurring gift in monthly, quarterly or yearly installments. To make a credit card gift, contact Administrative installments. To make a credit card gift, contact Administrative installments. To make a credit card gift, contact Administrative installments. To make a credit card gift, contact Administrative Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or

(800) PKT-1906 x224.

APPRECIATED STOCK/SECURITIESAPPRECIATED STOCK/SECURITIESMultiple benefits are realized when using appreciated stock/Multiple benefits are realized when using appreciated stock/Multiple benefits are realized when using appreciated stock/Multiple benefits are realized when using appreciated stock/securities as a means for making a gift to the Foundation. To explore securities as a means for making a gift to the Foundation. To explore securities as a means for making a gift to the Foundation. To explore securities as a means for making a gift to the Foundation. To explore securities as a means for making a gift to the Foundation. To explore the options for appreciated stock/securities, contact Director of the options for appreciated stock/securities, contact Director of the options for appreciated stock/securities, contact Director of the options for appreciated stock/securities, contact Director of Development Tyler C Wash, Georgetown ’06, Georgetown ’06, Georgetown ’06, at

twash@phikappatau.org or (800) PKT-1906 x271. twash@phikappatau.org or (800) PKT-1906 x271. twash@phikappatau.org or (800) PKT-1906 x271.

AUTOMATIC FUND TRANSFERSAUTOMATIC FUND TRANSFERSAUTOMATIC FUND TRANSFERSAUTOMATIC FUND TRANSFERSAUTOMATIC FUND TRANSFERSRegular monthly bank drafts make giving to the Foundation more Regular monthly bank drafts make giving to the Foundation more Regular monthly bank drafts make giving to the Foundation more Regular monthly bank drafts make giving to the Foundation more Regular monthly bank drafts make giving to the Foundation more Regular monthly bank drafts make giving to the Foundation more Regular monthly bank drafts make giving to the Foundation more convenient and might allow you to increase your philanthropic convenient and might allow you to increase your philanthropic convenient and might allow you to increase your philanthropic convenient and might allow you to increase your philanthropic convenient and might allow you to increase your philanthropic convenient and might allow you to increase your philanthropic convenient and might allow you to increase your philanthropic goals. To set up an automatic fund transfer, contact Administrative goals. To set up an automatic fund transfer, contact Administrative goals. To set up an automatic fund transfer, contact Administrative goals. To set up an automatic fund transfer, contact Administrative goals. To set up an automatic fund transfer, contact Administrative goals. To set up an automatic fund transfer, contact Administrative goals. To set up an automatic fund transfer, contact Administrative Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or Assistant Angie Van Winkle at avanwinkle@phikappatau.org or

(800) PKT-1906 x224.(800) PKT-1906 x224.(800) PKT-1906 x224.

CORPORATE MATCHING GIFTS CORPORATE MATCHING GIFTS CORPORATE MATCHING GIFTS CORPORATE MATCHING GIFTS CORPORATE MATCHING GIFTS Many companies match their employee’s personal charitable Many companies match their employee’s personal charitable Many companies match their employee’s personal charitable Many companies match their employee’s personal charitable Many companies match their employee’s personal charitable Many companies match their employee’s personal charitable Many companies match their employee’s personal charitable contributions. Ask your employer if your company participates in contributions. Ask your employer if your company participates in contributions. Ask your employer if your company participates in contributions. Ask your employer if your company participates in contributions. Ask your employer if your company participates in contributions. Ask your employer if your company participates in contributions. Ask your employer if your company participates in contributions. Ask your employer if your company participates in a matching gift program and make the Phi Kappa Tau Foundation a matching gift program and make the Phi Kappa Tau Foundation a matching gift program and make the Phi Kappa Tau Foundation a matching gift program and make the Phi Kappa Tau Foundation a matching gift program and make the Phi Kappa Tau Foundation a matching gift program and make the Phi Kappa Tau Foundation a matching gift program and make the Phi Kappa Tau Foundation a matching gift program and make the Phi Kappa Tau Foundation your nonprofit of choice. For more information on corporate your nonprofit of choice. For more information on corporate your nonprofit of choice. For more information on corporate your nonprofit of choice. For more information on corporate your nonprofit of choice. For more information on corporate your nonprofit of choice. For more information on corporate your nonprofit of choice. For more information on corporate matching gifts, contact Administrative Assistant Angie Van Winkle matching gifts, contact Administrative Assistant Angie Van Winkle matching gifts, contact Administrative Assistant Angie Van Winkle matching gifts, contact Administrative Assistant Angie Van Winkle matching gifts, contact Administrative Assistant Angie Van Winkle matching gifts, contact Administrative Assistant Angie Van Winkle matching gifts, contact Administrative Assistant Angie Van Winkle matching gifts, contact Administrative Assistant Angie Van Winkle at avanwinkle@phikappatau.org or (800) PKT-1906 x224.at avanwinkle@phikappatau.org or (800) PKT-1906 x224.at avanwinkle@phikappatau.org or (800) PKT-1906 x224.at avanwinkle@phikappatau.org or (800) PKT-1906 x224.at avanwinkle@phikappatau.org or (800) PKT-1906 x224.at avanwinkle@phikappatau.org or (800) PKT-1906 x224.at avanwinkle@phikappatau.org or (800) PKT-1906 x224.

PLANNED GIFTS PLANNED GIFTS PLANNED GIFTS Consider a gift of personal assets through your living will or bequest. Consider a gift of personal assets through your living will or bequest. Consider a gift of personal assets through your living will or bequest. Consider a gift of personal assets through your living will or bequest. Consider a gift of personal assets through your living will or bequest. Consider a gift of personal assets through your living will or bequest. Consider a gift of personal assets through your living will or bequest. Consider a gift of personal assets through your living will or bequest. The Foundation will work with you and your estate planner in The Foundation will work with you and your estate planner in The Foundation will work with you and your estate planner in The Foundation will work with you and your estate planner in The Foundation will work with you and your estate planner in The Foundation will work with you and your estate planner in The Foundation will work with you and your estate planner in The Foundation will work with you and your estate planner in designing a planned gift that meets your short- and long-term designing a planned gift that meets your short- and long-term designing a planned gift that meets your short- and long-term designing a planned gift that meets your short- and long-term designing a planned gift that meets your short- and long-term designing a planned gift that meets your short- and long-term designing a planned gift that meets your short- and long-term financial goals. Planned gifts include, but are not limited to cash, financial goals. Planned gifts include, but are not limited to cash, financial goals. Planned gifts include, but are not limited to cash, financial goals. Planned gifts include, but are not limited to cash, financial goals. Planned gifts include, but are not limited to cash, financial goals. Planned gifts include, but are not limited to cash, financial goals. Planned gifts include, but are not limited to cash, financial goals. Planned gifts include, but are not limited to cash, bonds, stock, securities, personal property, retirement plan assets and bonds, stock, securities, personal property, retirement plan assets and bonds, stock, securities, personal property, retirement plan assets and bonds, stock, securities, personal property, retirement plan assets and bonds, stock, securities, personal property, retirement plan assets and bonds, stock, securities, personal property, retirement plan assets and bonds, stock, securities, personal property, retirement plan assets and bonds, stock, securities, personal property, retirement plan assets and insurance policies. To learn more about how to give a planned gift, insurance policies. To learn more about how to give a planned gift, insurance policies. To learn more about how to give a planned gift, insurance policies. To learn more about how to give a planned gift, insurance policies. To learn more about how to give a planned gift, insurance policies. To learn more about how to give a planned gift, insurance policies. To learn more about how to give a planned gift, insurance policies. To learn more about how to give a planned gift, contact Director of Development Tyler C Wash, contact Director of Development Tyler C Wash, contact Director of Development Tyler C Wash, contact Director of Development Tyler C Wash, contact Director of Development Tyler C Wash, contact Director of Development Tyler C Wash, Georgetown ’06,Georgetown ’06,Georgetown ’06, at Georgetown ’06, at Georgetown ’06,twash@phikappatau.org or (800) PKT-1906 x271.twash@phikappatau.org or (800) PKT-1906 x271.twash@phikappatau.org or (800) PKT-1906 x271.twash@phikappatau.org or (800) PKT-1906 x271.twash@phikappatau.org or (800) PKT-1906 x271.twash@phikappatau.org or (800) PKT-1906 x271.

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