foundation annual report - 2013

Beta eta Pi is a family descended Beta eta Pi is a family descended Beta eta Pi is a family descended from generations of Bridge Builders. from generations of Bridge Builders. from generations of Bridge Builders.

Peter Van de Water, Peter Van de Water, Peter Van de Water, St. LawrenceSt. LawrenceSt. Lawrence 58 58 58St. Lawrence 58St. LawrenceSt. LawrenceSt. Lawrence 58St. Lawrence 58St. Lawrence 58St. LawrenceSt. LawrenceSt. Lawrence 58St. Lawrence

2013 BETA THETA PI FOUNDATION / ANNUAL REPORT

JUNE 1, 2012 - MAY 31, 2013

Beta Theta P

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BETA THETA PI 2/64 ANNUAL REPORT 2013

TABLE OF CONTENTS / OUR PURPOSE

MissionTo develop men of principle for a principled life.

VisionEvery member will live Beta eta Pis values.

Core ValuesTo build lasting bonds of friendship and brotherhood, Beta calls for:

Mutual AssistanceBetas believe that men are mutually obligated to help others in the honorable labors and aspirations of life.

Intellectual GrowthBetas are devoted to continually cultivating their minds, including high standards of academic achievement.

TrustBetas develop absolute faith and con dence in one another by being true to themselves and others.

Responsible ConductBetas choose to act responsibly, weighing the consequences of their actions on themselves and those around them.

IntegrityBetas preserve their character by doing what is morally right and demanding the same from their brothers.

Strategic PrioritiesSelf-Governance Recruitment Education Volunteers

2 OUR PURPOSE6 OUR IMPACT

8 Leadership Development Programs10 e Promises to Keep Campaign12 Merit Scholarship Program14 Named Endowment Funds16 DEA Grant Program

18 OUR SUPPORTERS20 John Reily Knox Club22 Bridge Builder Society24 Sons of the Dragon Club26 BLF and Donor Recognition53 Friends of Beta and Parents

56 OUR LEADERSHIP60 OUR GUIDE TO GIVING

BETA THETA PI FRATERNITY

ON THE COVER / With the initiation of the fall 2012 pledge class at UMKC, the chapter experienced the fi rst direct-legacy initiation of a Founding Fathers son. On January 20, 2013, 16 undergraduate men were initiated into the Epsilon Lambda Chapter. Founding Father Bill Wester 90, attended the initiation and affi xed his own Beta badge on his son, Christopher 18.


e purpose of the Beta eta Pi Foundation is to advance the educational

mission and goals of Beta eta Pi toward the vision of the Fraternity.

OUR PURPOSE

Beta theta Pi 4/64 AnnuAl RepoRt 2013 Beta theta Pi Foundation 5/64 betAthetApi.oRg/giFt

cultivAte liFelong FRiendships with Betas, parents and Friends of Beta.

solicit betAs And FRiends for cash, stock, endowment and estate gifts.

Fund leAdeRship & educAtionAl gRAnts for Men of Principle programs and resources.

pRovide giFt stewARdship by demonstrating the direct impact on Betas mission.

Recognize betA Alumni for personal, professional and fraternal achievements.

oveRsee investment stRAtegies of the Foundations financial portfolio.

RecRuit FoundAtion volunteeRs to serve as ongoing fundraising advocates.

plAn And execute cApitAl cAmpAigns that advance the Fraternitys mission.

pRovide AdministRAtive suppoRt to local chapters engaging in fundraising activities.

one does not have to be

rich to mAke An impAct through the beta Foundation.

suppoRt from many betas and friends over time

is what is funding the leAdeRship pRogRAms that are building future

leaders FoR ouR FRAteRnity And ouR woRld.

thom singeR / San Diego State 89

FoundAtion / our PurPose


Brothers, Parents and Friends of Beta:Former General Fraternity President Peter Van de Water, St. Lawrence 58, once

described Beta Theta Pi as a family descended from generations of bridge builders. Given the ongoing impact made by the thousands of Betas, parents and

friends in our Beta Family, we couldnt agree more!

Just like in a traditional family, its incumbent that our Fraternity has a sound financial strategy aimed at providing for the short-term needs of today and the long-term

needs of tomorrow. In this 2013 Annual Report, we pay tribute to our Beta Leadership Fund donors and other Foundation supporters who enabled us to fund the second largest educational

programing grant in history. We also honor lead supporters of The Promises to Keep Capital Campaign whose stretch gifts have helped us surpass the $8 million mark in our quest to

secure the $20 million necessary to advance our Men of Principle initiative.

Simply put, the gifts of time and treasure made each year by the members of our Beta Family make a direct impact on the lives of our young men of principle. With fiscal year 2014 upon us, we will

once again call upon alumni, undergraduates, parents and Friends of Beta to do their part to ensure we carry on the tradition of developing and nurturing our next generation of bridge builders young

men who will lead our campuses, our communities, our homes, our Fraternity and our world.

On behalf of all Beta Foundation volunteers and staff, we thank you for being a member of our Beta Family, and we thank you for your role in

strengthening the work of our Great and Good Fraternity.

Fraternally and in ___kai___,

leAdeRship letteR / our PurPose

$698,960

$114

,611

$103,403

$43,

854

57 Board memBers & staFF318 Friends oF Beta

& Parents2,230 Beta alumni

2,194 undergraduates

FY13 blF Results bY Audience / $960,828 received

betA leAdeRship Fund / For today

the pRomises to Keep cAmpAign / For tomorrow

$8,041,543giFts & Pledges

received

$20 million

S. Wayne Kay, Virginia Tech 73Foundation Board Chairman

Thomas D. Cassady, Cincinnati 76The Promises to Keep Campaign Co-Chairman

Jonathan J. Brant, Miami 75Foundation Director

Robert T. Grand, Wabash 78The Promises to Keep Campaign Co-Chairman

Beta theta Pi Foundation 7/64 betathetapi.org/giFt

Gifts to the Beta Foundation directly fund the Fraternitys leadership development programs, cutting-edge chapter and volunteer resources and

our new online Pursuit Learning Center. Principled individuals, self-governing chapters and a relevant General Fraternity are the true

impact of your investment in our Men of Principle mission.

our impact


Student LeaderShip program graduateS / 1998 - 2013average Chapter Size / 1998 - 2013

Beta theta Pi all Fraternities

49.9

69.2

34.1

43.4

2004

riSk management LoSS rate / Five year average

all Fraternities / 50%

Beta theta Pi / 44.8%

average Chapter gpa / 1998 - 2012

Beta theta Pi all Fraternities

2.846

3.177

2.750

2.912

voLunteer adviSorS / 2008 - 2013

2008 2009 2010 2011 2012 2013

776831 799

843 845869

15

1,465

14,360 graduates since incePtion oF Men oF PrinciPle

by the numberS / our iMPact

FinanCiaL data / 2008-09 2009-10 2010-11 2011-12 2012-13

Beta leadership Fund gifts $720,100 $863,268 $938,072 $1,006,468 $960,828

Promises to Keep campaigngifts & Pledges

n/a n/a n/a $3,781,000 $4,260,543

gifts to other named Funds $393,785 $765,506 $1,499,135 $1,193,138 $1,674,769

estate gifts $319,326 $187,307 $298,844 $206,345 $109,433

total educational dollars granted for Programs

$2,060,433 $2,035,080 $2,809,338 $2,511,775 $3,233,679*

educational grants per chapter(all Fraternity rank)

$17,461 (#1)

$17,246 (#5)

$23,808 (#1)

$20,931 (#3)

$26,506 (tBd)*

Fundraising and Managementexpenses

$375,990 $278,652 $482,860 $557,943 $363,726*

total Foundation net assets $12,179,179 $13,461,135 $16,667,175 $17,602,139 $21,096,298

*Figures are unofficial until our annual audit is completed by Blue & Co. LLC.

2005

BETA THETA PI 8/64 ANNUAL REPORT 2013 BETA THETA PI FOUNDATION 9/64 BETATHETAPI.ORG/GIFT

e following chart summarizes participation in Foundation-sponsored leadership programs by all chapters and colonies in the 2012-13 academic year. In-person and online education is a trademark of our Fraternity which yields signi cant individual, chapter and organizational growth.

LEADERSHIP DEVELOPMENT PROGRAMS / OUR IMPACT

John Carroll $500 1 9 2 10 22 15Johns Hopkins $500 1 r 7 3 11 12Kansas 1 8 1 1 11 5Kansas State 1 9 3 1 14 16Kentucky $500 1 9 7 46 63 21Kenyon $500 1 8 3 12 4Kettering A $500 1 8 3 1 13 12Kettering B $500 1 9 5 8 23 22Knox $500 1 r 1 9Lawrence $500 1 6 7 14Louisville $500 1 1 8 5 1 16 13Loyola Marymount $500 1 9 1 11 12Maine $500 1 r 8 9 9Maryland $500 1 r 3 4 11Miami $500 1 8 1 1 11 13Miami (Fla.) $500 1 7 1 9 10Michigan $500 1 8 1 6 16 16Michigan State $500 1 8 8 1 18 13Minnesota $500 1 8 9 3 21 20Mississippi $500 1 8 3 12 10Missouri $500 1 8 3 1 13 12Missouri-Kansas City $500 1 8 8 17 16MIT $500 1 r 1 2 10Nebraska $500 1 8 7 4 20 19North Carolina 8 6 9 23 14North Dakota $500 1 8 9 9Northeastern $500 1 r 9 1 1 12 18Northwestern $500 1 8 2 11 12Nova Southeastern $500 1 8 9 10Ohio $500 1 r 6 7 1Oklahoma $500 1 9 2 4 6 22 14Oklahoma State 1 8 9 9Oregon $500 1 9 10 12Paci c $500 1 8 5 1 15 n/aPenn State $500 1 r 6 2 2 11 19Pennsylvania $500 1 r 1 6Saint Louis $500 1 8 3 12 11San Diego $500 1 12 10 1 24 29San Jose State $500 1 7 8 12Sewanee $500 1 5 6 7SMU $500 1 9 1 2 13 16South Carolina $500 1 9 1 1 4 16 14South Dakota $500 1 8 6 6 21 12

Alabama $500 1 8 3 4 16 18Arizona 1 8 1 10 9Arkansas $500 1 8 6 15 n/aAuburn $500 1 9 1 11 6Baylor $500 1 8 3 3 15 n/aBethany $500 1 r 14 15 9British Columbia $500 1 7 1 9 8Cal Poly $500 1 8 9 9Carleton $500 1 r 1 6Carnegie Mellon $500 1 r 1 10Case Western Reserve $500 1 8 1 3 13 18Central Florida $500 1 8 5 3 17 15Central Michigan $500 1 9 8 18 16Centre $500 8 7 7 22 16Chapman $500 1 11 7 3 22 16Charleston $500 1 8 4 3 7 23 n/aCincinnati $500 1 1 8 9 2 4 25 29Clemson $500 1 8 1 10 11Colgate 1 r 1 5Colorado Mines $500 1 8 7 5 21 11Columbia 1 r 1 2 6Connecticut $500 1 1 r 7 1 10 16Cornell $500 1 r 1 7 9 10Creighton $500 1 8 3 4 16 16Dayton $500 1 8 6 2 17 8Denison $500 1 r 1 11Denver $500 1 8 5 1 15 7DePauw $500 r 1 2 3 15East Carolina $500 1 9 3 1 2 16 14Eastern Kentucky $500 1 8 2 11 17Eastern Washington $500 1 0 1 10Emory $500 1 7 3 11 9Florida $500 1 8 4 13 15Florida International $500 2 1 8 3 1 1 16 19Furman $500 1 7 1 1 10 13George Washington $500 1 r 7 1 1 10 10Georgia $500 1 8 3 1 5 18 16Hanover $500 4 1 5 2High Point $500 1 8 1 3 13 n/aIdaho $500 1 9 1 1 12 14Indiana $500 1 11 4 4 1 21 14Iowa $500 1 3 4 8 10Iowa State $500 1 8 2 2 13 15

CHAPTER/COLONY MPS FQ PA KC WI UIFI LC 2013 TOTAL 3-YEAR AVG. CHAPTER/COLONY MPS FQ PA KC WI UIFI LC 2013 TOTAL 3-YEAR AVG.

BETA THETA PI FOUNDATION 9/64 BETATHETAPI.ORG/GIFT


REPORT CARD KEY

Men of Principle Scholarship .............................MPS

Futures Quest .......................................................FQ

Nichols Presidents Academy .................................Nichols Presidents Academy .................................Nichols Presidents Academy PA

Keystone Regional Leadership Conference .......... KC

Wooden Institute .................................................WI

Undergraduate Interfraternity Institute .............UIFI

Greiner Leadership College ..................................LC

Southern California $500 1 11 1 13 16Southern Illinois $500 1 8 9 9St. Lawrence $500 1 r 6 7 5Stevens $500 1 r 1 1 3 6 13TCU $500 9 6 6 21 13Tennessee $500 1 8 1 10 11Texas A&M $500 11 3 14 10Texas A&M-CC $500 1 8 1 10 9Texas at Arlington $500 1 8 6 3 18 12Toronto $500 1 r 1 7Truman State $500 1 8 9 6 24 18UC Berkeley $500 1 6 7 10UC Irvine $500 0 2 2 11UC Santa Barbara 1 8 1 10 9UCLA $500 1 7 7 15 19Utah $500 1 10 1 10 22 13Vanderbilt 1 8 9 11Villanova 1 r 1 6Virginia $500 1 r 1 10Virginia Tech $500 1 r 4 5 14Wabash $500 1 r 2 6 9 19Washington $500 1 9 1 8 19 28Washington & Je erson $500 1 r 1 2 7Washington and Lee 1 r 1 9Washington in St. Louis $500 1 1 2 1 5 21Washington State $500 1 11 6 18 11Wesleyan r 1 1 2West Virginia 1 r 1 10Westminster $500 1 8 7 9 25 12Whitman $500 4 4 5Wichita State 1 8 5 3 17 12William & Mary 1 r 1 2 11Wisconsin $500 1 8 3 12 10Wisconsin-Oshkosh $500 1 8 1 10 14Wittenberg $500 1 8 9 11WPI $500 1 r 3 1 5 n/aTOTAL $53,500 6 113 708 309 44 285 1,465 1,426

r - Denotes one of the 32 chapters that could not attend Keystone due to inclement weather (roughly 256 students).

ORANGE - Denotes chapters that received the Charles Henry Hardin Leadership Development Award at the 174th General Convention.

CHAPTER/COLONY MPS FQ PA KC WI UIFI LC 2013 TOTAL 3-YEAR AVG.

BEGIN YOUR PURSUIT

EXPERIENCEBetas newest cutting-edge development program, the

Pursuit Learning Center, was o cially launched at the

174th General Convention. Pursuit is a multi-faceted online platform

for all undergraduates, alumni and volunteers. Modules on Beta history and lore, customizable resources for chapter operations and best practices

for advisory teams and house corporations are just a few of the ways Pursuit is revolutionizing how Betas

and friends engage and interact across the globe.

Start your experience at BETATHETAPI.ORG/BTPPURSUIT

BETA THETA PI FOUNDATION 9/64 BETATHETAPI.ORG/GIFT


e Promises to Keep Campaign is a $20 million e ort aimed at fully implementing Betas strategic plan and advancing the work of the Men of Principle initiative across North America. With lead gifts and pledges from 112 donors totaling more than $8 million, Betas and friends are enthusiastically ful lling the promises necessary to shape and secure Betas future.


THE PROMISES TO KEEP CAMPAIGN / OUR IMPACT

GIFTS & PLEDGES RECEIVED / $8,041,543 (40.2% as of August 3, 2013)

GOAL / $20,000,000

PROMISE II Launch new online engagement platform for all undergraduates, advisors and Beta volunteers. Funding need: $3.7 million

Although face-to-face programing is highly e ective, the World Wide Web presents a unique opportunity to train executive o cers and volunteers, discuss best practices for chapter operations and teach Beta lore and heritage without distance constraints.

PROMISE II IMPACT UPDATE* e Pursuit Learning Center was launched at the 174th General Convention, including 65 learning modules and 54 downloadable resources.

12 Pursuit learning modules per month are being created and launched, resulting in 120 new modules by the end of FY14.

ousands of Betas and friends will begin their Pursuit experience in FY14 exploring topics such as Beta history, advisor orientation, o cer training, alumni networking and living Betas core values.

* Additional Campaign funding must be secured to maintain and grow the Pursuit Learning Center beyond 2014.

PROMISE I Expand student participation in award-winning Men of Principle programs. Funding need: $13.4 million

Cutting-edge leadership development programing has been the bread and butter of Betas Men of Principle renaissance. Despite the increase in support for the Beta Leadership Fund the last ve years, the Foundations available resources cannot keep pace with the undergraduate demand for our award-winning programs.

PROMISE I IMPACT UPDATE*A fourth session of the Wooden Institute was added in 2013, and a fth session will be added in 2014.

e number of UIFI scholarships increased from 24 to 44 in 2013, and 70 scholarships will be o ered in 2014.

e student cost to attend the Greiner Leadership College was lowered from $525 to $199, which allowed 285 students to attend in 2013 and 800+ are expected to attend in 2014.

A record 113 presidents attended the Nichols Presidents Academy in 2013, and all chapter and colony presidents can attend in 2014.

*Additional Campaign funding must be secured to maintain and increase programing levels beyond 2014.



WATCHTHE PROMISES TO KEEP

CAMPAIGN VIDEO TO LEARN MORE

betathetapi.org/ptk

HAVE QUESTIONS?Jonathan Brant, Miami 75Foundation Director [email protected]

Matt Brawner, Truman State 07Director of [email protected]

Phil Fernandez, Miami 06Director of [email protected]

PROMISE III Build a state of the art learning laboratory and historical preservation center within the Administrative O ce in Oxford, Ohio.Funding need: $2.9 million

Betas Administrative O ce is one of the most breathtaking headquarters in the interfraternal world. However, the 2,000+ annual visitors for museum tours, leadership programs, chapter retreats and pledge class initiations require the Fraternity to upgrade her home to meet todays standards.

PROMISE III IMPACT UPDATE* Renovations for a state-of-the-art learning center are underway, transforming the lower level of the Administrative O ce.

A high-density archiving system has been installed to preserve Betas irreplaceable historic artifacts and documents.

e property exterior is being refreshed with new landscaping, e cient heating and cooling systems and a new building roof.

*Additional Campaign funding must be secured to complete the museum upgrade and archives preservation initiative.

Represented symbolically by the diamond in the badge, Beta

undergraduates need the cutting of education and the polishing of

experience. These, too, are our promises to keep.

1. $1,000,000Promise I Lead Gift in

Support of Men of Principle Programing Growth

Stephen Bechtel Jr. Colorado/Purdue 46

CAMPAIGN LEAD SUPPORTERS

2. $1,000,000Promise I Lead Gift in Support of

Leadership DevelopmentJim Collins, UCLA 50

4. $500,000Promise III Lead Gift SupporterTom Hook, Miami 81

3. $1,000,000Promise I Lead Gift in Support of the Men of Principle initiativeAnonymous

5. $325,000Promise III Lead Gift SupporterJoanne and Harold Hook, Missouri 53



MeRit ScholARShip pRogRAM / our imPact

exeMpliFying betAS Devotion to the cultivAtion oF the intellectIn fiscal year 2013, the Merit Scholarship Program provided 69 scholarships totaling $83,875 to Betas and sons and daughters of Betas pursuing their undergraduate or graduate school degrees. The online scholarship application is available in early February and the deadline for submission is April 1. For more information about next years Merit Scholarship opportunities, visit www.betathetapi.org.

$2,100 John Holt Duncan

Memorial Scholarship

Raymond L. HyderKettering A 15

Charles J. OttenSouth Carolina 13

Paul M.C. EldredWillamette 10

$2,100Samuel Taylor Marshall Memorial Scholarship

Grant J. KovichPenn State 14

$2,100Michael Clarkson Ryan Memorial Scholarship

John R. HubbardNortheastern 14

Matthew R. MuellerTruman State 14

$2,100James George Smith


Kyle J. GundrumCincinnati 14

$2,100John Reily Knox


James W. SilayCase Western Reserve 14

$2,100Charles Henry Hardin Memorial Scholarship

$2,100David Linton


$2,100Thomas Boston Gordon Memorial Scholarship

FounDeRS ScholARShipS / the top eight Founders scholarshiPs are endowed By an estate giFt oF roBert c. laFFerty, OhiO Wesleyan 28.

MeRit ScholARShip AWARDS / 2005 - 2013$90,000

$85,000

$80,000

$75,000

$70,000

$65,000

$60,000

$55,000

$50,000

69 ScholARShipS

$83,875

58 ScholARShipS

$58,900


$1,950 Edward M. Brown Oxford Cup Scholarship Brian M. McGowan, Miami 14

$1,900 Bertram W. Bennett Memorial Scholarship Justin P. Warren, SMU 10

$1,875 Frederick S. Bucholz Scholarship Jonathan A. Miles, Iowa State 14

$1,675 Ben C. Rich Memorial Scholarship Adam Porter-Price, Connecticut 06

$1,625 Horace G. Lozier Memorial Scholarship Chase M. Colvin, Oklahoma State 14

$1,425 Todd Elias Memorial Scholarship Grant A. Fehr, Nebraska 14

$1,425 Steven Craig Merrill Memorial Scholarship Alan D. Safferson, Virginia 13

$1,325 Thad Byrne Memorial Scholarship John H. Crimmins, Kettering B 13

$1,325 Carolin Previdi of Sandy Hook Elementary Memorial Scholarship Megan A. Rhodes, daughter of Guy B. Rhodes Jr., Virginia Tech 81

$1,325 John J. and Elizabeth Rhodes Scholarship Cory D. Horton, Kansas State 15 Ryan L. Zwick, Kansas State 15

$1,325 Fred A. Seaton Memorial Scholarship Alex S. Malecki, Kansas State 15 Kyle J. Rieger, Kansas State 16

$1,300 W. H. (Bert) Bates Oxford Cup Scholarship Anthony M. Huffman, Centre 14

$1,250 Cleveland Alumni Association Scholarship Joel M. Baker, John Carroll 14 Ken M. Clar, John Carroll 14 Brian G. Lewis, Dayton 14

$1,250 Otho E. Lane Memorial Scholarship Ryan M. Muzzarelli, Miami 15

$1,200 Seth R. and Corinne H. Brooks Memorial Scholarship Daria M. Ehrenberg, daughter of Eric R. Fernando, Lehigh 90 Joel A. Kraft, son of Alan K. Kraft, Kansas State 84

$1,175 Oscar Chapman Memorial Scholarship Eric C. Bruynseels, DePauw 15

$1,175 John A. Hill Memorial Scholarship Max A. Spiro, Denver 15

$1,150 E. William Palmer Memorial Scholarship Adam W. Cable, Central Michigan 15

$1,150 William C. Scheetz Memorial Scholarship Nathan J. Ewoldt, South Carolina 14 Benjamin T. Landry, St. Lawrence 14

$1,100 James P. Kirkgasser Memorial Scholarship Michael D. Raspuzzi Jr., Cornell 16

$1,075 John R. Simpson Memorial Scholarship Hector D. Bird, Saint Louis 06 Nicholas W. Eaton, Miami 15 Andrew N. Grinstein, Miami 14 Chase B. Heilbronn, Miami 14 Jeffrey R. Hirsh, Washington in St. Louis 14 Frank M. Schultz, Miami 13 Jason D. Stone, Miami 14

$1,050 Ronald, Randall and Roger Helman Scholarship Adam J. Whitt, Central Michigan 14

$1,050 Carl A. Kroch Oxford Cup Memorial Scholarship Peter S. Massie, Toronto 11

$1,025 William W. Dawson Memorial Scholarship Sean P. Maloney, Northeastern 12 Eric P. Roberson, San Diego 10

$1,025 Burton L. Gerber Scholarship Henry J. Noonan II, Florida International 14

$1,000 L. Robert Clough Memorial Scholarship Derek A. Duerst, South Dakota 15

$1,000 James L. Gavin Memorial Scholarship Blake L. Bender, Saint Louis 14 Trevor L. Collinsworth, Louisville 14 Samuel C. Jones, North Carolina 14

$1,000 George L. and June L. Herpel Memorial Scholarship Rahul K. Batra, Nebraska 13 Daniel A. Brougham, St. Louis 13 Anthony J. Kanelidis, Miami (Fla.) 13 William J. Magenheimer, Miami (Fla.) 13 Minh-Tri H. Nguyen, Case Western Reserve 11

$1,000 Douglas W. Hill Jr. Scholarship Jeremy A. T. Day, San Diego 11 Alexander Haddad, Michigan State 15 Andrew W. Ricchini, High Point 14

$875 Thomas D. and Karen H. Cassady Scholarship Joshua L. Krispin, Cincinnati 14

$775 Edith Cantor Morrison Memorial Scholarship Sean P. Browning, Idaho 13

$775 Gupton A. Vogt Oxford Cup Memorial Scholarship Andrew M. Jones, Kentucky 14

$750 Col. Richard R. (Misty) and Sally Shoop Scholarship Justin T. Lyons, Charleston 14

$725 Michael W. Toennis Scholarship Sean W. Kelton, Northwestern 15

$650 Delta Tau Scholarship Zachary M. Friske, SMU 14

$625 Stephen D. Bechtel Jr. Oxford Cup Scholarship Geoffrey H. Rosen, Emory 14

$550 Hugh E. Stephenson Jr. Oxford Cup Scholarship Andrew J. Upton, TCU 15

$525 H. H. Stephenson Jr. Oxford Cup Scholarship Austin T. Marple, TCU 14

$375 Adam S. Burford Memorial Scholarship Jeffrey N. Gutierrez, Florida International 14

$325 Shelby L. Molter Music Education Scholarship Matthew R. Porter, Case Western Reserve 14

Merit ScholarShiP reciPientS

the betA FAmily is a far-reaching entity that comes with a commitment to (and joy of) Assisting otheRs thRoughout liFe. the beta leadership Fund played a critical role in helping me attend the Wooden institute and Keystone, while also providing me with a

meRit scholARship for tuition. these tangible gifts aided in my growth as a man and as a leader, and i feel the urge to do my pARt to mAKe mAny moRe undeRgRAduAte expeRiences As Rich As mine.

chRis millett / LouisviLLe 13

Brother Millett at the grave of Founder

Thomas Boston Gordon, Miami 1840, of ever

honored memory


Men oF pRinciple ScholARShip FundS Mark F. Alder Men of Principle Scholarship FundAnderson-Groom Men of Principle Scholarship FundMurray S. Johnson Men of Principle Scholarship FundEva and Lynn C. Maddox Men of Principle Scholarship Fund

J. William Romero Jr. Men of Principle Scholarship FundH. Gordon Ross Men of Principle Scholarship Fund

peRSonnel chAiRS And opeRAting FundS Bowdoin Chapter BLF Endowment FundHerschel H. and Mary Ann Bowyer Endowment FundGeorge R. and William B. Corlis BLF Gift FundStockton D. Fisher Foundation Director Fund Founders Fund

Fred J. Logan Jr. Endowment FundCharles O. McCormick III, M.D. Leadership Consultant FundCharles O. McCormick III, M.D. Endowment FundWarren R. Staley Volunteer Development FundDaniel L. Westra Leadership Consultant Fund

pRogRAMMAtic FundSStephen D. Bechtel Jr. Leadership FundBeta Upsilon Chapter Friend of Beta Faculty FundChicago Chapter FundJames A. Collins Leadership Development FundDonald W. English Leadership Fund

Peter F. Greiner Leadership College FundMiller Nichols Chapter Presidents Leadership Academy FundHugh E. Stephenson Jr. Leadership Summit FundJohn and Nellie Wooden Institute for Men of Principle Fund

MeRit ScholARShip FundS Visit pages 12-13 for a complete list of the Merit Scholarship Funds.

nAMed endowMent FundS / our imPact

FoundAtion And AdMiniStRAtive oFFice pRopeRty FundSBrennan Hall FundHarold S. Hook Heritage Fund

leAdeRShip developMent FundSAbbey Leadership FundEdward B. Appelquest Memorial Leadership FundRobert E. and Virginia Bartnett Leadership FundRobert S. Beall Leadership FundC. Huston Bell Leadership Fund

Kyle L. Bennett Memorial Leadership FundRobert A. Bennett Memorial Leadership FundBeta Nu Endowment FundBeta Pi Memorial Leadership FundBrant Brothers Leadership FundL. Robert Clough Memorial Leadership FundMinnie and Gordon Cobb Leadership FundRobert L. Cottrell Oxford Cup Leadership FundC. W. (Buddy) Croft Memorial Leadership FundDelta 56 Traveling Betas Memorial Leadership FundDelta Bridge Builder FundDelta Gamma Leadership FundDelta Omega Leadership FundDelta Xi Alumni Leadership FundNathan J. and Sara Deno Leadership FundMichael J. and Glenda Dubes Leadership FundEta Beta Endowment FundRalph N. Fey Memorial Leadership FundGamma Omega Memorial Leadership Fund

Casey and Remy Gomes Leadership FundWilliam F. and Helen Hahn Leadership FundW. Martin and Valerie Haskell Experiential Leadership FundMacGregor H. Hill II Leadership FundAmb. Glen A. Holden Leadership FundJudson A. and Kara Horras Leadership FundMichael D. and Mary Kokkinen Leadership FundLegends Leadership FundThomas A. Lipton Leadership FundBill and Marsha Manning Leadership FundThomas H. McCasland Jr. Leadership FundRolland S. McGinnis Leadership FundJames A. McMullen III Memorial Leadership FundMichigan Leadership FundPeter A. and John W. Morse Leadership FundThomas C. Olver Leadership FundRussell E. Palmer Leadership FundParents Principle FundWilliam H. Ray Memorial Leadership FundGant and Fran Redmon Leadership FundEdward P. Roski Jr. Leadership FundJohn and Barbara Rudy Leadership FundGabriel A. Shapanka Leadership FundFranz (Mac) and Donna Spear Leadership FundJohn H. and Leslie Stebbins Leadership FundH. H. Stephenson Jr. Leadership FundMary E. Tharp Leadership FundDr. Robert Tigner Leadership FundHal A. VonSick Memorial Leadership FundWashington State Leadership FundJ. Lyle (Bud) Wells Leadership FundDavid W. Wright Leadership Fund

Named endowment funds are gifts from Betas, sweethearts and friends that allow the Beta Foundation to impact todays and tomorrows generation of young Beta leaders. These funds are subject to the Foundation Boards 4% annual distribution policy (based on the 12-quarter fund average.) This policy ensures generous distributions from each fund annually, while also emphasizing compounding growth for the future.


ROLAND S. MCGINNIS LEADERSHIP FUND$10,000 gift to provide leadership development sponsorships for men of the Alpha Pi Chapter at Wisconsin on a preferred basis. Established by: Rollie McGinnis, Wisconsin 53.

CAROLINE PREVIDI OF SANDY HOOK ELEMENTARY MEMORIAL SCHOLARSHIP FUND*Gifts totaling $56,491 in memory of Caroline Previdi (daughter of Je Previdi, Bethany 94) to provide tuition scholarships to sons and daughters of Betas majoring in education. Established by: Betas of the Psi Chapter at Bethany College, along with friends of the Previdi family.

*BEST NEW DEVELOPMENT IDEAPresented by the North-American Interfraternity Conference Foundation

JOHN AND BARBARA RUDY LEADERSHIP FUND$10,000 gift in honor of the DePauw and Georgia chapters to provide leadership development sponsorships on a preferred basis to Betas from the Delta or Epsilon Epsilon Chapters. Established by: Barbara and John Rudy, DePauw 51.

ROBERT S. BEALL LEADERSHIP FUND$10,000 gift to provide leadership development sponsorships for undergraduates of the Gamma Phi Chapter at Oklahoma on a preferred basis. Established by: Robert Beall, Oklahoma 79.

ETA BETA ENDOWMENT FUND$15,000 gift to provide tuition and leadership development scholarships for undergraduates of the Eta Beta Chapter at Miami (Fla.). Established by: Miami (Fla.) Betas Navid Ajabshir 12, Michael Calamaras 11, Peter Darrow 09, and other members of the Eta Beta Alumni Association.

GAMMA OMEGA MEMORIAL LEADERSHIP FUND$10,000 gift in memory of Jack W. Nunnelee, SMU 63, and other deceased members of the Gamma Omega Chapter, to provide leadership development sponsorships for Betas at SMU on a preferred basis. Established by: John Graml, SMU 62, along with other SMU Betas and friends.

CASEY AND REMY GOMES LEADERSHIP FUND$10,000 gift to provide leadership development sponsorships for men of the Delta Omega Chapter at Maryland on a preferred basis. Established by: Remy and Casey Gomes, Maryland 02.

BILL AND MARSHA MANNING LEADERSHIP FUND$10,000 gift to provide leadership development sponsorships for men of the Gamma Epsilon Chapter at Kansas State on a preferred basis. Established by: Marsha and Bill Manning, Kansas State 80.

NEWLY ESTABLISHED NAMED FUNDS

DELTA 56 TRAVELING BETAS MEMORIAL LEADERSHIP FUND$10,000 gift in memory of Dr. Charles A. Gilbert, DePauw 56, to provide leadership development sponsorships for men of the Delta Chapter.

Established by: Class of 56 DePauw Betas (Left to Right): Dr. Charles A. Gilbert, Dr. John R. Dehner, J. Richard (Dick) Emens, Dr. E. Henry (Ned) Lamkin Jr., Robert E. Kersey and Dr. Robert V. Johnson

IMPACT OF FY13 NAMED

ENDOWMENT FUNDS

69TUITION SCHOLARSHIPS for Betas and friends to cultivate

their intellect

624STUDENTS, GFOS & FACULTY

sponsored for leadership development and online learning

OPERATIONS & STAFF

SUBSIDIZEDfor Foundation and Men of Principle activities

28 MPS GRANTS

to chapters for recruiting campus leaders8

QUALITY ACRESof museum, archive and program space/grounds

176 STUDENTS

sponsored for award-winning leadership programs


DeA gRAnt pRogRAm / our imPact

enhAncing the AcADemic cultuRe oF betAs living enviRonmentsThe Designated Educational Area Grant Program

allows alumni to make gifts to the Beta Foundation that are earmarked for funding chapter house educational areas or projects. Once a DEA Grant application is approved by the Foundation Board, the funds can be used to fully or partially subsidize educational projects such as libraries, study rooms, computer rooms, computer equipment and Internet.

university oF FloridaThe DEA Grant Program was critical to our $1.5 million chapter house renovation project because it allowed alumni to make tax-deductible gifts to the Beta Foundation that could be used to fund educational areas such as our new chapter house library. We now have a safe and comfortable home conducive to academic and extra-curricular activities essential for developing the young leaders of Gamma Xi. Brian Brasington, Florida 92, House Corporation President

university oF neBraskaThe DEA Grant Program was an important part of our $3 million chapter house renovations, which included the upgrade of study rooms and educational equipment. Thanks to the leadership of Financial Advisor Drew Stange, Nebraska 83, our undergraduates and alumni have a newly renovated chapter house ready for our 125th chapter anniversary and rededication in November. Mark Antonson, Nebraska 06

university oF oregonThe Beta Rho Alumni Association, under the leadership of Brandt Bunting and Barclay Grayson, utilized the DEA Grant Program as part of our multi-year improvement project for our 90-year-old chapter house. The program allowed us to allocate other precious house corporation funds to upgrade non-educational projects like bathrooms and the boiler system, which has improved the live-in experience for our undergraduates at Oregon. Bill Schaub, Oregon 73, House Corporation President

chApteRs cuRRently utilizing the DeA gRAnt pRogRAm

British Columbia Kettering Oklahoma State

Cincinnati Miami Oregon

Colorado Mines Michigan Penn State

Dayton Michigan State Purdue

DePauw Mississippi Sewanee

Florida MIT Tennessee

Idaho Nebraska UCLA

Iowa Ohio Utah

Iowa State Oklahoma Virginia

For more information on the DEA Grant Program visit betathetapi.org or contact a member of the Foundation staff.


An industRy compARison / our imPact

0.820.85

2008 2009 2010 2011 2012

0.880.850.91

0.650.650.650.650.65

0.510.500.520.530.56

100%

85%

70%

55%

40%

pRogRAm seRvices RAtio / 2008 - 2012

Program exPenses / total exPensesthe higheR the Better

Beta Foundation

non-ProFit Benchmark

all Fraternity average

2008 2009 2010 2011 2012

0.080.080.080.15

0.04

0.350.350.350.350.35

0.280.260.330.32

0.22

40%

30%

20%

10%

0%

FundRAising eFFiciency RAtio / 2008 - 2012

Fundraising exPenses / giFts receivedthe loweR the Better

The Foundation Board and staff monitors its fundraising and spending performance relative to non-profit industry benchmarks. We hope these benchmark results show our commitment to raising and granting your charitable dollars efficiently and in a manner that directly impacts young men of principle across North America.

All data shown is provided by an independent partner of the North-American Interfraternity Conference Foundation using public non-profit tax returns (IRS 990).

When you are making your charitable giving decisions,

please consider the whole picture. the people and communities served by

charities dont need low overhead, they need high performance.

Art Taylor President & CEO, BBB Wise Giving Alliance

Jacob Harold President & CEO, Guidestar

Ken Berger President & CEO, Charity Navigator


From Beta alumni and undergraduates, to Friends of Beta and parents, the Beta Foundation is incredibly grateful to our family of loyal supporters. Giving annually to the Beta Leadership Fund, making a stretch gift to the Promises to Keep Campaign, leaving a legacy with an estate gift and establishing a named endowment fund, are just a few ways Betas and friends are developing men of principle for a principled life.

our supporters


the beta Family consists of undergraduates, alumni, parents and friends who embrace and support the mission, vision, and core values of the Fraternity.

the young men in the beta Family deserve our support in their endeavor to live principled lives, as our countries and world cry

out for the types of leaders we are shaping. this is why i continue to support the beta

Foundation each year.Dr. Purinton

with students at the Wooden Institute.

dr. tom purinton / Kansas state 63

snapshot / our suPPorters

bridge builder society

Leaving a Legacy For those Who FoLLoW

john reily knox club

the Premiere annuaL giving cLuB oF the

Beta LeadershiP Fund

sons oF the dragon club

Leave your mark ...For the kai

named endowment Funds

deveLoPing men oF PrinciPLe

Forever

beta leadership Fund

deveLoPing men oF PrinciPLe

For a PrinciPLed LiFe

the promises to keep campaign

advancing the men oF PrinciPLe initiative

dea grant program

enhancing the academic cuLture

oF Betas Living environments

beta leadership Fund$960,828

promises to keep campaign (excludes pledges) $2,005,389

chapter Funds$59,330

dea grant Funds$1,241,333

Foundation endowment$41,148

named endowment Funds$372,333

21%

43%

26%

8%1%

1%

Fy13 contribution breakdown / $4,680,929 received


the pRemieR AnnuAl giving Club oF the betA leAdeRship FundThe John Reily Knox Club honors Betas and Friends of Beta who provide annual gifts of $1,500 or more. All members of the John Reily Knox Club are invited to a special recognition dinner at the Beta Convention annually.

John Reily Knox Club / our suPPorters

Arizona Timothy L. White 69

Baylor Michael T. Hillman 02

Beloit Stephen J. Goldman 64

Bethany O. J. Alpizar 75Neil Christman 55Robert D. Mackenzie 77Paul L. Raub Jr. 41David A. Scarfpin 91David M. Zarnoch 70

Carnegie Mellon Edward J. Dawson 66

Case Western Reserve James W. Kewley 66Frank N. Linsalata 63

Centre Jerry M. Blesch 60

Cincinnati David A. Beckner 50Elroy E. Bourgraf 54Jack E. Brown 67Thomas D. Cassady 76Daniel H. Farmer 75John B. Goering 56H. Kent Mergler 63Gregory P. Ott 89Jeremy N. Rogers 00Steven A. Wilson 66

Colgate Bruce S. Fein 84

Colorado Stephen D. Bechtel Jr. 46Donald F. Gardner 51

Colorado Mines Marshall C. Crouch III 67Richard B. Egen 60

Columbia Eric M. Javits 52Martin I. Lewison 88

Denison Don P. Brown 58Richard G. Lugar 54

DePauw Michael J. Best 79J. Richard Emens 56L. Penfield Faber 52Robert R. Frederick 48Robert E. Kersey 57Eugene H. Lamkin 56Walter W. Sampson Jr. 58Steven L. Trulaske 79Clark L. Wagner 54

East CarolinaD. Kirk Little 82

Eastern Kentucky L. Martin Cobb 96Donald J. Perry 86

Emory James E. Delaney Jr. 68John H. Stebbins 92

Florida Stephen B. Becker 69John L. Gatz 54Matthew S. Paynter 00Michael J. Thompson 90Frederick William Wagner 55John I. Williams Jr. 79Michael H. Williams 75

Florida International Glenn Shapanka 11

Furman Michael A. McPhee 10

General Fraternity RollsRichard L. Eickhoff 02Joel A. Huxley 06

Georgia Tech Lynn C. Maddox 64John E. McDaniel Jr. 42David M. McKenney 60

GMI-EMI Richard M. Caras 78Louis A. Corsiglia 67

Hanover Randal J. Master 82

Houston Troy A. Kyle 00

2009 2010 2011 2012 2013

135150

190

242

306

John Reily Knox Club membeRs / $1,500+ annual giving

Idaho James W. Asaph 58Clifton C. Bowyer 84Brian T. Duffy 87Frederick J. Hahn III 86Michael R. Hamby 85Ralph M. Hartwell 54Jeffrey S. Johnson 87Michael J. Killien 60William M. Lodge 53James C. Okeson 62Arthur F. Oppenheimer 68Douglas F. Oppenheimer 74Lawrence C. Parberry 61Wellington C. Pierce Jr. 53Frank A. Shrontz 53Ronald L. Siple 55William H. Stoneman III 66

Illinois David E. Brown 49Leslie A. Meier 82Gant Redmon 59

Indiana Fredrick J. Logan Jr. 74Charles O. McCormick III 72

Iowa State Michael J. Dubes 66Judson A. Horras 97Earl E. Maxwell 49Ronald G. Sande 64Robert A. Wiley 87

Kansas Larry D. Horner 56

Kansas State Christopher G. Althoff 00Randall D. Groves 78H. Philip Howe 54R. William Manning 80Bill L. Nicholson 60P. Thomas Purinton 63Jeffrey S. Rundle 03Warren R. Staley 65

Kentucky H. Neil Greene III 90

Kenyon William E. Lowry Jr. 56

Knox Gerald E. Gill 53

Lawrence Robert J. Schaupp 51Kristofer K. Swanson 87

Lehigh William F. Hahn 49John N. Roper Jr. 34

Maine Thomas E. Hart 79

Maryland Casey A. Gomes 02Mark F. Slaney 92

Miami Mark F. Alder 76William F. Alderman 67John D. Backe 54J. Benjamin Beshear 01Patrick J. Blake 86Jonathan J. Brant 75Daniel C. Brower 52Craig L. Cimoroni 92John R. Deyo 69Philip S. Fernandez 06Scott C. Fessenden 74John M. Groom 58Zachary T. Haines 05James W. Haywood 74

JrK Club members Matt Paynter, Florida 00, Phil Fernandez, Miami 06, and Bill lowry, Kenyon 56.


Glen A. Holden 51James R. Mackey 62Harlan K. Mickey 53Douglas S. Taylor 62

Oregon State Jack R. Borsting 51

Penn State Donald G. Abbey 70

Pennsylvania Jeffrey Lieberman 96

Puget Sound Donald L. Curtis Jr. 90

Purdue Wilson R. Isert 35Paul S. Petticrew Sr. 76

Rutgers George D. Fosdick 63Kenneth J. Grispin 70

SMU Charles L. Cabe 65Jeffrey P. Greiner 80David W. Light III 65

South Dakota Dan H. Kirkham 58Michael W. Loehrer 68Jerry R. Morrissey 57Peter W. Wagner 62

South Florida David E. Schmidt 92

Southern California Thomas H. Claypool 72

Southern Illinois Ryan E. King 01

Stevens John J. Lipinski 72

Syracuse Robert F. Hanley Jr. 83

Texas Mac N. Churchill 72

Texas Tech R. Dean Stalcup 71

Truman State Matthew J. Brawner 07Jason P. Waggoner 04

UC Berkeley Anthony T. Ellis 51

UCLA James A. Collins 50Raymond E. Hammeras 49

UNLV J. William Romero Jr. 95

Utah James B. Anderson 84Sean W. Brophy 90Christopher M. Conabee 88Spencer F. Eccles Sr. 56John H. Firmage Jr. 55John H. Firmage III 82Gerald S. Howells Sr. 62Kurt B. Larsen 88E. Marc Mariani 77Anthony W. Middleton Jr. 61Robert W. Raybould 59Lon R. Richardson Jr. 55David B. Scott 51W. Edward Stringham 85John E. Warnock 62Benjamin T. Wilson 87James R. Wood 62

Villanova Michael R. Okenquist 94Stephen C. Smith 99

Virginia Tech S. Wayne Kay 73Daniel L. Westra 76

Wabash David A. Bego 75James A. Carroll 65Robert T. Grand 78Thomas D. Milligan 57

Washington Peter J. Brix 58George B. Kauffman 63Thomas H. Nielsen 52Blake W. Nordstrom 82Bruce A. Nordstrom 55John R. Woodworth 47

Washington & JeffersonRaymond S. Tomassene 83

Washington in St. LouisTristan K. Sopp 11

Wesleyan Bradley J. Vogt 87

Ronald P. Helman 55Thomas W. Hook 81Boland T. Jones 82Steven W. Martineau 66James R. McClanahan 60Jeffrey N. Newton 77Mitchell P. Rales 78Thomas W. Smith 50Gregory P. Tantum 74Robert D. Wertz 61

Michigan Donald G. DiPaolo 78Karl J. Edelmann 86Robert L. Wesorick 92

Michigan State Russell E. Palmer 56Dan P. Reason 57Carl A. Swanson 51

Minnesota Gordon L. Abel 97Scott J. Allen 95Dustin L. Anderson 05Charles G. Cunningham 49Nathan J. Deno 01Michael D. Kokkinen 00

Missouri W.H. (Bert) Bates 49Harry M. Cornell Jr. 50Robert N. Healy 64Harold S. Hook 53Richard G. Miller 70Henry W. Robertson Jr. 51David R. Spence 80

MIT Raymond F. Brunsberg 86Kendall R. Bryan 88John R. Chisholm 84Michael G. Feinstein 82Christian D. Hamer 94David H. Koch 62William I. Koch 62David A. Krall 82Robert L. Labarre 83Alan L. Laves 82Frank J. Leibly III 93Herman L. Marshall 78Eric L. Raefsky 76

L. David Samuel 94Robert J. Struble 85Lei H. Tung 86Frederick W. Weitz 51

Nebraska Rick W. Fuchs 03Jeremy S. Johnson 99Andrew S. Mattox 00Harlan H. Wiederspan 54

North Dakota Christopher M. Leevers 94

Northwestern John M. Mutz 57Gary H. Rusk 65Justin M. Rutherford 00James T. West 48

Ohio Richard H. Brown 65David S. Kellermyer 65Michael P. Kress 65Jeffrey J. OHara 69Glenn C. Randall 59Richard A. Sabol 77Gerald B. Smith 50Thomas E. Thon 78Garry L. Weigand 65

Ohio State David L. Brennan 53Kenneth K. Feinthel 55Henry M. ONeill Jr. 57David W. Wright 67

Ohio Wesleyan Eric J. Eickhoff 00

Oklahoma Fallis A. Beall 55Robert S. Beall 79Robert R. Felton 85Thomas H. McCasland Jr. 56Don A. Smith 58

Oklahoma State Joe L. Greenhaw 83

Oregon Joseph A. Arenz 93Morris A. Arntson Jr. 59Henry E. Baldridge 30Arthur C. Carmichael Jr. 62Gene L. Estes 59

West Virginia Charles K. Kane 52

Western Reserve Walter E. Kalberer 55

Westminster Louis K. Beasley Jr. 65William G. Buckner 56

Whitman Lawrence B. Stone 77

Wichita State James E. Driscoll 62

Willamette Mark A. Beasley 71R. Ethan Braden 02Douglas G. Houser 57

William & Mary MacGregor H. Hill II 04

Wisconsin Rolland S. McGinnis 53

Beta Organizations Alpha ChapterAlpha Upsilon ChapterBeta Theta Pi Foundation of CanadaEta Beta Alumni AssociationGamma Xi Chapter

Friends of Beta Daniel & Barbara AndrewsJean E. AxlineBrennan Family FoundationAnne A. BrownNancy CainEvelyn & Mike DonatelliVan H. EllisGE FoundationDr. Elizabeth GriegoEdward Kirklin

it was an honor for my wife, Connie, and me to join the John Reily Knox Club this year. We especially enjoyed using our gift as

a ChAllenge to the undeRgRAduAtes from Minnesota, north dakota and south dakota for the sons of the dragon Club. supporting the blF is our way of joining

others in the betA FAMily Who ARe building A bRidge FoR ouR gReAt And good FRAteRnity.

peteR WAgneR / south Dakota 62

JRK Club members Peter and Connie Wagner.

Sue Kraft FussellLumina FoundationMacArthur FoundationBernidene MerrillMicrosoftCarolyn NelsonNikeRose Hills FoundationMr. & Mrs. Anthony ShelleySteven & Gwyneth TignerDavid White


bRidge buildeR Society / our suPPortersleAving A legAcy FoR thoSe who FollowThe Bridge Builder Society recognizes those who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans. These loyal brothers and friends have followed the example set by the old man who builds the bridge for the young man who will follow after him.

leaving a legacy through the bridge builder Society is my way of showing thanks for all the Fraternity has given me the past 50 years

cloSe FRiendShipS, pRincipleS FoR living liFe, And A SenSe oF bRotheRhood And loyAlty.

dAvid lAmb / Maine 62

Good friend, I am building this bridge for him.

Auburn Roderick B. Hastie 82 Ball State Randy D. Phillips 79Bethany Richard K. Boyd Jr. 61 David A. Butz 60Bowling Green George D. Patrick 62British Columbia James M. Strilesky 72 Alan G. Young 70Brown Bruce M. Lloyd 80 Russell T. White 44Carnegie Mellon Kenneth K. Humphreys 59Central Michigan Thomas C. Olver 98Centre Jerry M. Blesch 60 B. Hume Morris 68

Cincinnati Thomas D. Cassady 76 Thomas F. Cole 60 H. Kent Mergler 63 William L. North 63Clemson Bryant N. Blakeslee Jr. 06Colgate Bruce S. Fein 84Dartmouth Thomas H. Gillaugh 46Dayton Thomas O. Farnsworth 09 Timothy S. Herrmann 10 Denison George M. Brown Jr. 60DePauw Jeffery L. Cable 82 H. Tuck Schulhof 58 Douglass M. Vines 68Duke Thomas U. Todd, MD 54

East Carolina D. Kirk Little 82 Adam J. Scarboro 06Eastern Kentucky L. Martin Cobb 96Emory William R. Korth 76 John H. Stebbins 92 Alan C. Teplis, MD 78Florida Christian S. Bauer 66 Stephen B. Becker 69 Edward B. Knight 38 Gary W. Leech 70 Matthew S. Paynter 00Florida State Jeffrey B. McLain 76 Curtiss C. Potter 92Georgia Tech Theodore S. Haile 75 J. Peter Labouisse 64 Lynn C. Maddox 64GMI-EMI Louis A. Corsiglia 67 David J. Hogan 74Hanover Richard P. Ellenberger 58 Sangkook Han 60Idaho William I. Jordan 69Illinois Gant Redmon 59Indiana J. Philip Goddard 67 Charles O. McCormick III 72Iowa Steven G. Bensema 06 Neal J. Brower 90

Iowa State Michael J. Dubes 66 John M. Guernsey 52 Judson A. Horras 97 Robert A. Wiley 87Johns Hopkins James T. McMenamin Jr. 71Kansas Lloyd L. Kirk 55Kansas State Paul R. Attwater III 83 H. James Bartels 43 Robert S. Hoisington 79 R. William Manning 80 James H. Porter 64 P. Thomas Purinton 63Kettering A Matthew J. Lepkowski 97Lawrence David J. Schnackenberg 90Louisville Thomas N. Chapman 71 Matthew V. Tsien 80Lynchburg Charles W. Warner 87Maine David S. Lamb 62 Miami Peter W.C. Barnhart 66 J. Benjamin Beshear 01 Jonathan J. Brant 75 Robert L. Cottrell 54 Thomas C. Fey 68 Ronald P. Helman 55 James T. Neef 53 Jeffrey N. Newton 77 JB Scherpelz 05 Robert D. Wertz 61

Michigan James R. Denbo 63 Donald G. DiPaolo 78 Roger S. Helman 89 William P. Johnson 57 Joseph E. Salata Jr. 78Michigan State Robert A. Cook 62 Russell E. Palmer 56Minnesota Scott J. Allen 95 Bertram G. Leach 52 Ryan A. Marek 12Mississippi William B. Lipscomb 65Missouri William H. Bates 49 Carl E. Bolte Jr. 51 Charles E. Brown 61 John P. Huston Jr. 49 Richard F. Kammerer 80 Robert W. McKinley 66MIT Michael G. Feinstein 82

Oklahoma John H. Coker Jr. 72 William J. Hemphill 45 Christopher H. Pierce 75 Lee B. Thompson Jr. 54Oklahoma State Joshua P. Fairchild 05 Robert H. Johnson 77 Louis M. Linxwiler Jr. 53Oregon Morris A. Arntson 59 William R. Crist 68 Glen A. Holden 51Penn State John S. Musser II 50 James B. Smith 50Pennsylvania William W. Watkins Jr. 53Purdue Howard R. Meeker Jr. 48 Robert G. Pitcher 45 John E. Young 56Rhode Island Jeffrey M. Flanagan 93

Nebraska R. C. Mead 65 William E. Thompson 65Northwestern Berry Conner Jr. 52 Leroy A. Glasner Jr. 49 Paul R. Gudonis 76 John M. Mutz 57 Gary H. Rusk 65 Justin M. Rutherford 00 Robert W. Scholler 48Ohio David M. Briggs 62 Richard H. Brown 65 Brian D. Cain 91 Randall V. Greig 53 Richard E. Griffin 65 J. Burton Mayes 39 Jeffrey A. Radomski 81Ohio State C. Nelson French 47 Daniel J. Westerbeck Jr. 67 David W. Wright 67Ohio Wesleyan Eric J. Eickhoff 00

The Bridge Builder"There followeth after me today A youth whose feet must pass this way. This chasm which has been naught to me To that young man may a pitfall be. He, too, must cross in the twilight dim. Good friend, I am building this bridge for him.

Miss Will Allen Dromgoole

living membeRS oF the bRidge buildeR SocietyOur 15 new BBS members are shown in orange.


Rutgers Kenneth J. Grispin 70Saint Louis Nicholas L. Block 03San Diego State Patrick M. Hidalgo 91SMU Don S. Pearce 65South Dakota Dan H. Kirkham 58 John C. Thietje 61South Florida David E. Schmidt 92Southern California Louis D. Gabelic 51Syracuse G. Clif Heidel Jr. 56Texas T. Hardie Bowman 72 Michael R. Eubank 83 Wade H. McMullen 79 George M. Minot 56Texas Tech R. Dean Stalcup 71Toronto Ross W. Marsh 90 Robert B. McConnell 79 Frederick W. Young 54UC Irvine Christopher C. Ogilvie 80UCLA Walter A. Chenoweth 52Utah Sherman A. Smith 36 Robert E. Stagg 67Virginia Tech Charles E. Comer 75 S. Wayne Kay 73 Daniel L. Westra 76Wabash James A. Carroll 65 Robert T. Grand 78 Samuel H. Hildebrand II 61 Thomas A. Klingaman 52 Ronald R. Nichols 64Washington Richard E. Phenneger 58

Washington in St. Louis Ferdinand Del Pizzo Jr. 58 Harold W. Duke Jr. 59 Robert L. Harmon 49 Tristan K. Sopp 11Washington State Guy D. Perham 50Wesleyan John K. Easton Jr. 58West Virginia Thomas J. Gulliford 68Western Ontario John R. Birkett 71 Douglas M. Reid 58Western Reserve Thomas A. Lipton 63Westminster Louis K. Beasley Jr. 65 Michael J. Esser 70Wichita State Robert M. Smith 67 Tim J. Watt 80Willamette R. Ethan Braden 02 Douglas G. Houser 57 Jon A. Steiner 63William & Mary Patrick A. Everett 07Wisconsin W. Perry Atterholt 83 James R. Curtis 86 William R. Meythaler 69 Robert L. Schnese 83Friends of Beta Ronald W. Beshear Helen Davis (Jeremy S. Davis, Williams 56) Lindsey Mercer Mona Skager (E. Loren Aufdenkamp, Illinois 48) Suzanne Sommer (John M. Sommer, Miami 53) Dorian Beck Trauger (Walter M. Trauger, Ohio 53) Mary Graham (John U. Graham, Purdue 40)

MARy & Wilson R. iseRt, Purdue 35An engineer with Colgate-Palmolive for 34 years, Wilson Isert was a contemporary of Beta legend John Wooden, Purdue 32. Brother Isert passed away in 2007, and upon the death of his wife, Mary,

at age 98, the Beta Foundation received $75,000 from the Isert Estate in May 2013, with a second distribution expected this year. $50,000 will benefit todays undergraduates through the Beta Leadership Fund, while $25,000 (along with all future distributions) will develop men of principle through the Founders Fund endowment.

RAyMond s. toMAssene Washington & Jefferson 83A longtime financial advisor for Washington & Jefferson, Ray Tomassene named the Beta Foundation as a beneficiary of two different trusts, resulting

in a total unrestricted bequest of $67,148. Upon his death in September 2012, the bequest continues Brother Tomassenes legacy by supporting men of principle through the Beta Leadership Fund and the Founders Fund.

pAul (lesteR) RAub, Bethany 41 Brother Raub directed his $4,000 bequest to the Caroline Previdi of Sandy Hook Elementary Memorial Scholarship Fund, which provides tuition scholarships to sons/daughters of Betas majoring

in education. A dedicated physician, Brother Raub left behind more than 1,000 original poems and artistic woodworks. He passed away in September 2012 at age 92, just a few months after his wife of nearly 70 years, Miriam.

John n. (JAck) RopeR JR., Lehigh 34 In his will, Jack Roper directed that his bequest of $2,500 (half to the BLF and half to endowment) be made in memory of his grandfather, Charles Lewis Thornburg, Vanderbilt 1881. In addition to his grandfather, Betas in his family included two brothers, three uncles and four nephews. His daughter wrote, My father was very proud of the heritage begun by his grandfather, and

he enjoyed many lifelong friendships in the Fraternity. Brother Roper passed away in July 2012 at the age of 100.

FoRd R. nelson JR., Missouri 64Thanks to a $5,000 bequest to benefit the work of the Men of Principle initiative, Brother Nelsons legacy continues. He was a longtime member of the Kansas City Beta Alumni association and served 25+ years on the House Corporation Board for the Epsilon Lambda Chapter at Missouri-Kansas City. Survived by his Beta Sweetheart Carolyn, Brother Nelsons life epitomized

The Bridge Builder poem, and his generosity will impact the development of young men for years to come.

estAte giFt eXpectAncies nuMBeR ConFiRMed

196 living Bridge Builder Society members

Bequests ...................................................................................... 130Life Insurance ................................................................................ 46Charitable Remainder Trusts ......................................................... 14Charitable Gift Annuities .............................................................. 10Retirement Plans ............................................................................. 8Living Revocable Trusts ................................................................... 2

Total..............................................................................210**Several BBS members have made the Foundation beneficiary of multiple types of estate gifts.

estate GiFts ReCeived in FisCal YeaR 2013

chARles e. (gene) Wilson JR., denver 43Gene Wilson gifted a bequest of $400 to the Beta Foundation to benefit the Denver chapters educational fund. His daughter recalled her dads many stories of his days at Alpha Zeta which inspired this bequest. Brother Wilsons generosity will provide leadership program sponsorships to Beta undergraduates at Denver.


leAve youR mARkThe Sons of the Dragon Club is the Beta Foundation's annual giving club designed specifically for Beta undergraduates. The purpose of the Sons of the Dragon Club is to educate on the purpose, goals and activity of the Beta Foundation, and to start undergraduates on their path of annual giving to the Beta Leadership Fund.

sons oF the DRAgon Club / our suPPorters

Alabama 0.8% 1 16Arizona 6.7% 7 8Arkansas 33.0% 29 n/aAuburn 100% 120 38Baylor 59.5% 22 5Bethany 8.0% 2 3British Columbia 3.8% 3 5Cal Poly 25.5% 14 14Carleton 16.7% 3 16Carnegie Mellon 3.7% 4 16Case Western Reserve 31.9% 15 15Central Florida 91.3% 73 51Central Michigan 55.2% 32 26Centre 34.8% 8 6Chapman 10.8% 9 22Charleston 41.8% 23 n/aCincinnati 32.1% 25 23Clemson 2.4% 2 6Colgate 6.3% 4 0Colorado Mines 76.2% 48 14Columbia 9.1% 4 2Connecticut 43.1% 28 33Cornell 33.3% 22 19Creighton 89.5% 34 24Dayton 50.0% 27 20Denison 14.5% 8 16Denver 100% 51 29DePauw 20.0% 22 8East Carolina 100% 41 9Eastern Kentucky 2.4% 1 24Eastern Washington 9.4% 3 8Emory 100% 74 3Florida 1.8% 3 3Florida International 100% 42 35Furman 50.0% 13 14George Washington 29.3% 24 19Georgia 1.9% 2 1Hanover 46.2% 6 3High Point 54.5% 18 n/aIdaho 38.8% 31 9Indiana 21.6% 32 9Iowa 19.6% 9 6

2010 2011 2012 2013

1,033membeRs$22,298

1,604membeRs $31,118

2,170membeRs$43,374

2,212membeRs$43,845

sons oF the DRAgon Club / giving history

sChool 2013 ChApteR 2013 Club pRioR 3 yR. pARtiCipAtion membeRs AveRAge

Brothers of the eta Zeta Chapter at northeastern university sporting the 2013 sons of the dragon Club pocket t-shirts. northeastern has reached 100% chapter participation in the Club for a record fourth year in a row.

FoR the kAi


chAllenge A chApteR with youR blF giFtEach year, many Betas and Friends of Beta challenge entire chapters, executive committees and chapter presidents with unique incentives or challenge gifts to encourage participation in the Sons of the Dragon Club. In 2013, nine of the 18 chapters reaching 100% participation were offered challenges. If you have a unique challenge idea for the 2014 Club, contact Director of Advancement Ryan King, Southern Illinois 01, by phone 800.800.BETA or email [email protected].

Iowa State 38.9% 14 16John Carroll 39.6% 19 22Johns Hopkins 12.7% 9 11Kansas 1.1% 1 1Kansas State 3.9% 4 6Kentucky 100% 98 58Kenyon 20.0% 6 1Kettering A 100% 15 15Kettering B 71.0% 22 19Knox 6.4% 3 8Lawrence 6.4% 3 8Louisville 7.1% 4 8Loyola Marymount 8.4% 7 13Maine 4.4% 3 13Maryland 60.5% 23 24Miami 0.0% 0 9Miami (Fla.) 26.0% 26 9Michigan 32.8% 19 24Michigan State 33.3% 15 17Minnesota 100% 63 25Mississippi 33.3% 19 22Missouri 0.7% 1 5Missouri-Kansas City 10.8% 7 13MIT 55.6% 5 2Nebraska 17.7% 17 9North Carolina 0.0% 0 2North Dakota 100% 27 5Northeastern 100% 54 47Northwestern 100% 64 3Nova Southeastern 100% 31 12Ohio 27.0% 10 1Oklahoma 5.4% 10 9Oklahoma State 9.2% 15 9Oregon 2.6% 2 6Pacific 100% 54 18Penn State 13.3% 10 20Pennsylvania 1.5% 1 2Saint Louis 17.0% 16 16San Diego 39.0% 41 53San Jose State 46.7% 14 23Sewanee 0.0% 0 5SMU 4.4% 4 40

South Carolina 20.5% 25 27South Dakota 44.4% 16 12Southern California 30.4% 28 18Southern Illinois 100% 27 24St. Lawrence 6.7% 3 7Stevens 14.0% 6 5TCU 33.9% 37 42Tennessee 100% 15 5Texas A&M 1.0% 1 5Texas A&M-CC 20.6% 7 9Texas at Arlington 100% 28 11Toronto 9.4% 3 6Truman State 78.7% 70 37UC Berkeley 10.0% 4 4UC Irvine 5.7% 2 9UC Santa Barbara 10.0% 10 11UCLA 9.0% 8 11Utah 63.3% 38 16Vanderbilt 4.7% 4 2Villanova 5.1% 3 5Virginia 6.0% 5 35Virginia Tech 3.2% 3 12Wabash 32.8% 20 22Washington 6.1% 7 3Washington & Jefferson 6.3% 3 6Washington and Lee 1.6% 1 1Washington in St. Louis 7.9% 7 18Washington State 10.0% 6 8Wesleyan 0.0% 0 1West Virginia 2.6% 2 4Westminster 100% 50 8Whitman 2.0% 1 1Wichita State 45.1% 23 14William & Mary 4.1% 3 37Wisconsin 100% 22 12Wisconsin-Oshkosh 37.9% 11 15Wittenberg 5.9% 3 6WPI 31.3% 15 n/a

Grand Totals 27.5% 2,212 1,602

School 2013 chApteR 2013 club pRioR 3 yR. pARticipAtion MeMbeRS AveRAge

beSt DevelopMent eFFoRt in An AnnuAl cAMpAign / SonS oF the dragon CluBPresented by the North-American Interfraternity Conference Foundation

the beta Family represents every beta and friend making our Fraternity better, and its important for me to be a part of this family by giving what i can to the

blF. StAying StRong AnD coMMitteD to

betA thetA pi RequiReS thAt we give AnD not juSt Receive.

RoDRigo RiveRA-ReyeS / OklahOma 15

rivera-reyes with pledge bother isaac

Wurth, Oklahoma 16

School 2013 chApteR 2013 club pRioR 3 yR. pARticipAtion MeMbeRS AveRAge

Beta theta Pi Foundation 27/64 betathetapi.org/giFtBeta theta Pi 26/64 annual report 2013

blF and donor recognition / our suPPorters

annual, liFetime and consecutive givingThe following list contains all donors

(grouped alphabetically by school) who made gifts to the Beta Foundation from

June 1, 2012 through May 31, 2013. Annual Giving Clubs, Lifetime

Giving Societies and consecutive years giving are highlighted throughout the list

using Club names and various symbols defined by the legend.

annual giFts received FY10 FY11 FY12 FY13

Beta Leadership Fund $863,268 $938,072 $1,006,468 $960,828The Promises to Keep Campaign N/A N/A $3,781,000* $4,260,543* Other Named Funds $1,096,211 $2,059,719 $1,430,151 $1,714,712Total Gifts Received $1,959,479 $2,997,791 $6,217,619* $6,936,083*Total Donors 4,011 4,769 5,415 5,587

*includes pledges to The Promises to Keep Campaign

beta leadership Funddeveloping men of principle for a principled life

Beta theta Pi Foundation 27/64 betathetapi.org/giFtBeta theta Pi 26/64 annual report 2013

blF and donor recognition / our suPPorters

blF giving results by chapterNumber of Donors 1. Auburn .......................................132 2. Miami .........................................124 3. Kentucky ......................................98 4. Minnesota .....................................96 5. Emory ................ ...................... ....90 6. Northwestern ................................90 7. Cincinnati .....................................88 8. Truman State ................................83 9. Central Florida........ ......................79 10. Westminster ..................................78

Dollars Contributed 1. Miami ..................................$75,422 2. Oklahoma ............................$34,850 3. Cincinnati ............................$28,932 4. Kansas State .........................$25,212 5. MIT .....................................$25,107 6. Missouri ...............................$22,852 7. Case Western Reserve ...........$20,979 8. Indiana.................................$20,564 9. Willamette ...........................$19,409 10. Washington ..........................$16,492


BLF and donor recognition / our supporters

Giving of Self experience at the Wooden institute


David Butz and family

DAviD butz / Bethany 60

While at bethany College, many members of the beta Family helped me become a leader on campus, a good citizen and a mature young adult all of which came into play when raising a family of my own. the phRAse, onCe A betA, AlWAys A betA, is one i CheRish, and im proud to give back by supporting my local chapters foundation and the beta leadership Fund.


2013-14 Re/ColonizAtions Drexel University Philadelphia, Pa. [email protected]

Florida State University Tallahassee, Fla. [email protected]

University of Illinois Champaign, Ill. [email protected]

University of Pittsburgh Pittsburgh, Pa. [email protected]

University of Puget Sound Tacoma, Wash. [email protected]

Quinnipiac University Hamden, Conn. [email protected]

University of California, San Diego La Jolla, Calif. [email protected]


MICHAEL REARDON / EMORY 11

As an undergraduate, I was transformed through programs such as the Wooden Institute, Keystone and Presidents Academy, which taught me about life, brotherhood and being a man of principle. I GIVE TO THE BETA

FOUNDATION TO ALLOW TODAYS UNDERGRADUATES THE CHANCE TO GO THROUGH A SIMILAR TRANSFORMATION.

a man of principle. FOUNDATION TO ALLOW TODAYS UNDERGRADUATES THE CHANCE TO GO THROUGH A SIMILAR TRANSFORMATION.



undergraduates at the Wooden institute


(L-R) Denver Betas Thomas McCarvel 14, Dylan Bohlender 14 and J.P Griego 14, with District Chief John Groom, Miami 58

J.P. GRIEGO / DENVER 14

Keystone allowed me to expand on my experience at the Presidents Academy by building camaraderie and trust within our executive committee. Foundation programs like these have

helped me realize THE MORE I GIVE BACK TO THE FRATERNITY, THE MORE I RECEIVE IN RETURN.

Foundation programs like these have helped me realize

I GIVE BACK TO THE FRATERNITY, THE MORE I RECEIVE IN RETURN.


My experience at the Wooden Institute taught me how to PRACTICE PRINCIPLED LEADERSHIP IN MY

CHAPTER and gave me an appreciation for the larger Beta Family.

Johns Hopkins Betas Jared Wang 16, Avi Bronstein 15, and Randall Seeger 16, at the Wooden Institute

AVRAHAM BRONSTEIN / JOHNS HOPKINS 15

LEADERSHIP IN MY CHAPTERme an appreciation for the larger Beta Family.

Johns Hopkins Betas Jared Wang 16, Avi Bronstein 15, and Randall Seeger 16, at the Wooden Institute


the closest members of my beta Family are my pledge brothers from purdue, my biological brother and son, and fellow advisors ive met while working with the indiana chapter. i support the beta leadership Fund because it ensures A bRight FutuRe for the Men oF pRinciple initiAtive and our lARgeR betA FAMily.40th reunion for the pledge class of 72

bob hAll / Purdue 72



FiRst-time donoRs to the blF / FY09-FY13

2009 2010 2011 2012 2013

1,234

187

101

1,484

255

124

1,107

170

201

993

169

131

8111

185

1,5221,863

1,478

1,293

304

undeRgRAduAtes FRiends oF betA Alumni


CongRAtulAtions to betAs newly ReChARteRed ChApteRsUniversity of KentuckyEpsilon Omicron ChapterLexington, Ky.

University of MichiganLambda ChapterAnn Arbor, Mich.

St. Lawrence UniversityBeta Zeta ChapterCanton, N.Y.

University of UtahGamma Beta ChapterSalt Lake City, Utah



Brothers of the Beta delta Chapter at Cornell university in ithaca, n.Y.


As president of the Dallas/Ft. Worth beta Club for seven years, i have come to appreciate many members of the beta Family from across north America. ive also come to understand the importance of giving back through the blF to

pRoviDe leADeRship FoR ouR young betAs.

Brother Glenn (right) with Advisory Council member Tom McCasland, Oklahoma 56 (left), and Director of

Advancement Matt Brawner, Truman State 07 (center)

pAx glenn / north Carolina 58


(L-R): Pacific Betas Andy Hanson 13, Eric Rangel 13, and Dashiell Bong 16

Andy hAnson / pacific 13

every student at a university, whether you grew up down the street or on the other side of the world, has left home. the betA FAmily oFFeRs A comFoRtAble enviRonment to become the best possible veRsion oF youRselF within the cARe oF youR bRotheRs.


Brothers of the Toronto chapter

chRis RAmnARine / ToronTo 11

our Fraternity is the family we choose, not the one we are given. this choice is what makes our beta Family so special. We are only successful when we realize that

the ReAl giFt oF the betA FAmily is WhAt We give to it, not hoW much We cAn tAke FRom it.



Fraternity and sorority leaders from the university of Connecticut


(L-R) Brother Picking with Friend of Beta, Dominic Greene.

luke picking / washington 15

having been blessed with many opportunities provided by members of the beta Family, giving back through the blF allows me to promote the ideals of the Fraternity for future members of the beta Family.

i hAve A Responsibility to do my pARt And continue the tRAdition.


FRienDS oF betA AnD pARentS / our suPPorters

Thanks to the leadership of Honorary Friend of Beta Chair Rachel Westra Marsh and Honorary Parent Chairs Paul and Lynne Anderson, a total of $103,403 was contributed by 318 Friend of Beta donors in fiscal year 2013. We are honored to recognize all parents, family members, widows, matching gift companies and other Friends of Beta who provide generous gifts that make our high-quality leadership programs possible.

Supporting the blF personally and as an Fob Ambassador has

StRengtheneD my tieS to the betA FAmily by allowing me to share my experiences with old friends and younger betas that i have not even

met yet. giving to the blF iS tRuly juSt A meAnS oF giving bAck to ouRSelveS AnD the FutuRe oF Such A gReAt oRgAnizAtion.

cAthy billoni / Friend oF Beta amBassador

Cathy with her husband, rob Billoni, Florida Atlantic 92.

Aaron & Tammi AdairTimothy & Ann AdelmanTimothy & Susanne AhernKamal AhujaMark & Bonnie AlbersonDawn AlbertGlenn AlkireGillian AllardLorraine C. AllemanJames AllenJamie AllenJohn & Bennie Clark AllenSarah AlmeidaAltria GroupAmgen FoundationWilliam & Kristine AmonPaul & Lynne AndersonSandy AndersonLarry AndreiniDaniel & Barbara AndrewsAllain & Mary Catherine AndryCraig & Clare AngellMick ArnettAnne ArseneauBill AshATKAndrew AubreyRebecca AulAviva USAJean E. AxlineJoe & Sue BabikNikki Babik-SlatcoffPam BakerJ. Thakur & Nisha BakshaniNeal BarnettPatrick & Jennifer Barr

Betty H. BarrettBarton Denmarsh Esteban, Inc.Traci BasdenWilliam BayesKenneth & Kelly BeahrsDavid BeattyWilliam & Laurel BeattyS. D. Bechtel Jr. FoundationCynthia BeckBryan BentonBryon BeresfordMara BerghoffDevin BerghorstHerbert BermanRalph BerryBerwind CorporationJorge BezerraDewayne BiddyCathy BilloniMike BlowerBarbara BogerJack BohnetKaren BoltonMarlene BoniDavid & Gail BooneMichael BorelloCassandra BosworthBernard & Susan BouquetJean BourgeoisBowers-MittsStephen & Colleen BowmanKurt BowserDoris P. BranchBrian BreittholzBrennan Family FoundationBobby & Claudia Briell

Maria BriesRyan & Debbie BriggsBristol-Myers SquibbLori BrochinRobert BrooksJames & Lynn BroughamAnne A. BrownBethany BrownKellene BrownShawn BrownAllyson BrunettiAmy BuchDavid & Virginia BuchholzMarc BuckBuckeye Local High SchoolTim BuginBrently & Caroline BullockJulie BurkhardThomas & Cynthia BurrTom & Georgia BurtonMoira BushellKent & Rebecca BussAllan CainNancy CainO.D. & Mary CalhounSean CallanLana CameronLiliana Campos-DudleyMatt CaradineAnnie CarlsonBrian & Patty CarlsonCarmax FoundationDan CarnovaleCharles & Martha CarrollAshley CarterAndrea Cathell

Jay C. CatherineShannon CeroneScot ChambersAngelina ChenMarvin ChenKimberly Choto SchmidtTim ChristiansenNicole CicoziAngela CinefroMichael CioccoChad ClineRonald & Susan CoddDavid CohenShannon CohenDr. Robyn & John ColeCara CollierLeslie & Barbara ColstonGloria ColussiDaniel CorelloAlexander & Virginia CothranKaralee CoughlinTeri CugliariCraig CunninghamJay & Betsy CutcliffeChandra DafferKatrina DAquinDaniel Daubenspeck

Sondra DavidsonSteven L. DavisLynne de WetMary Frances DeahKathleen Lis DeanSven DeJongShay DembickiCloEve DemmerMichael DennehyThomas DePaullHeather L. DietzCharles & Sharon DixonAndrea DodasovichEvelyn & Mike DonatelliJim & Tina DonohueLeslie K. Dorfer-KiefaberElizabeth DoyleAlbert A. DrobkaDST Systems Inc.Gary DuMontierAshley DyeRichard & Diane EatonAyars EhretAndrea EisamanAngela EllisKeith EllisKeri Ellis

Van H. EllisMike & Sondra EllisonAnne EmmerthJoe EngelMartin & Linda EnsburyThomas EppySuzanne Ervin SmothersDianne EsbrookHenry EshomTed FeittMichael FernandezRic FiegelArthur & Christine FineMark B. & Louesa Runge FineJill FlanickGray FlynnChris & Denise FoleyJohn FordFord Motor CompanyHamlet FortNancy FranceseL.W. Franzheim Jr.Tracey Freshwater LincolnFriends of Dick Lugar, Inc.Martin & Elizabeth FrithLeigh Frye-PrystowskyDean Furkioti


Gabriel GroupDelores & Colin GardnerSusan GarrattGE FoundationJohn & Linda GerbasiCassie GerhardtSharon E. GeyerDavid GiovanettiNikolai GlasenappPhil Gitomer & Teresa MaoneJason P. GomezKenneth GongolaGary & Lisa GoodrichJim & Peggy GorhamJamie GouldDominic GreeneJonathan GreensteinDr. Elizabeth Griego & FamilyElizabeth & Charles H. Griffith IIIDonald & Donna GriffithBrent GrunigJohn & Kristine GudenrathMaricio & Kimberly GuerreroScott GundersenJohn & Melissa HaggertyDouglas & Teresa HaleRebecca Hall

Anthony HamatyJody HandleyJordan & Kathy HankinsPeter R. HanlonPhilip & Rosemary HarcourtHarlan Laboratories, Inc.Allyson HartleySusan HauslerGeorge & Jean HearneDuane & Sharon HeilbronnDavid & Caroline HemphillLynda HendersonWilliam F. HeufelderHewlett-Packard CompanyRyan E. HilpertsMartin HobbsRoland L. Hobbs, Sr.David & Julia HoferMike HokeEd Holden & Mary Kay FinleyTimothy & Sandra HolmstromKenneth & Lisa HopperAnn Huffman Byron HughesMandi HulmeTerry & Gale HuntScott Idlet

Ileana IlleMiriam InocencioMary V. IrwinBrad IvesEsther S. JackThomas & Patricia JacksonRoger JaklinJefferson Primary PTAChristopher JensenDarren JohnsSun Mie JohnsonStephanie JonesSteven JoyceJP Morgan Chase FoundationJulie KahnChristine KanalisHenry & Esperanza KangVassilios KarangelenArnold J. KarrMandy KaufmanSusan KayMarella KazosVanessa KeadleMelissa Kearney EhretDon & Suzanne KehlenbeckKeith KellyJean Kenney

Eli KerBradley & Elizabeth KetcherKeyBank FoundationKimberly-Clark Foundation Inc.John & Beverley KincaidEdward KirklinAlan & Joyce KirkpatrickJim & Laura KirkpatrickRajiv KirpalaniStephen KlimczukRebecca KoenigCharles KollerSteve & Barbara KomorousJoan KonstadDavid KoppMatthew & Marcia KornauJud KossNestor & Nina KostrykSue Kraft FussellKimberly KrajniakDerek KreunenTheodore J. KulaL-3 CommunicationsStephen LaddJim & Sheryl LagerJessica LagrangeRichard LarkinWilliam LarsonSteve LatourLinda Lawless & Paul LaStayoLindsay LawsErin E. LawsonLaura L. LednikJennifer LeveringMichelle LeverseeClifford & Nalda LevyDavid & Natalie LevyDavid LiguoriElsie ListromBernie LiuJean Woodson LodgeDenise LoyLubrizol FoundationLumina Foundation for EducationJulio & Maria LutterbachMacArthur FoundationGinny MahanLeanne MahoneyJohn & Michelle MaisBill & Nancy Maloy

Sheryl MarkowitzJames & Linda MarnichRachel Westra MarshTim MarshallAndrea MartinezFrank & Kristie MartinezSusan MathiesonKen & Kim MathisJayme MatkozichMalinda MatneyBrian & Bilinda MatusekBrett MatzekCharles MaximM. Jeane MaxwellJennifer MayShelley MazzieSusan McCaffreyThomas McClainEllen McCroskeyMcCulla Funeral HomeKraig McGeeChristine McGillShane McGoeyRobert McGooganMichael & Kimberly McGowanNeal & Jinx McGrailPaul & Catherine McGrathMelinda McIntireCynthia McKeownJeff & Debbie McNaulRick & Pamela MeadowsMichael & Monica MearaJohn MeeksAnthony Mengine

Lindsey MercerBernidene MerrillMr. & Mrs. Richard MerschRichard MettsMicrosoftRuth B. MilhornDana MillerDoug MillerRebecca MillerRobert MinicusJames MisnerFrankie MitropoulosMarlena MlodzikDouglas & Joan MockJeannette MoningerSpencer MontgomeryDebbie MooreJames & Ellen MooreLeni MooreMegan MorganMorgantown High SchoolAmy MorrisDavid & Lynn MorrisSue MorrisMorton Family FoundationCarly MyersJoseph & Nancy NaternicolaAshley NealThomas & Barbara NealAlec H. NeillyCarolyn NelsonJohn & Michele NelsonRebecca NelsonKatie Nesbitt

FRiend oF betA blF giFts / 2009 - 2013

$75,502(272 donoRs)

$64,363(249 donoRs)

$45,034(184 donoRs)

$101,058(379 donoRs)

FY09 FY10 FY11 FY12 FY13

$103,403(318 donoRs)

FRiends oF betA And pARents / our suPPorters

to me, the truest example of the Beta Family is expressed

through the actions of our Friends of Beta, who for

years, have challenged and encouraged the leaders of our Fraternity to live with

principle, integrity and relevance. i often challenge

other initiated Betas (including myself) to match

the level of commitment shown by our FoBs. Jim McClanahan,

Miami 60, 13-year facilitator of the Wooden institute


Franchesca NestorDonald A. NeubertNew York Life InsuranceNikeJenna NoahNorthwestern Mutual FoundationMark & Theresa NortonNV Center General BusinessJames & Gayle OBookDarren OConorLindsay OeschGerald & Pamela OffsayChris OlexiaKelly C. OpipariJessica OrtnerJustin OsborneTimothy & Aleida OTooleWilliam & Kim OtteThomas & Tammy OwensLuis PaezMark PaladinoAmy PalmerLinda PankoffJason PaparoGinger ParkerEdward & Mona PastilongMary Lou PaullinRich PaulsonPhil & Marcia PeaseSara PelosiLindy & Bill PennyShaye PentinoPepsico FoundationDonna Perkins-HicksPhilip & Beth PettiJames PhelanAdrienne PhelpsMary PhillipsPhillips 66Phoenix CompaniesDarren PierreKathy PlummerPaul & Cindy PollockUmiko PostJohn & Patricia PothLori PratsJason PriggProgress EnergyBilly & Kimberly PruettPSEG Foundation

Kevin & Lisa PughQuad GraphicsMichael & Barbara QuesnelDavid RadavichPeter RaffertyGeorges RamalanjaonaBeth Rebidue DimpflRonald & Mary ReidJohanna RengersBill ReplogleBrent ReynoldsStacey RhodesAnthony RichardiFrancis RiosRobert & Kim RizzutiScott & Sharon RobertsDavid RobinsonJhamal RobinsonJeffrey RobisonMelissa RoccoJulie RodgersChristopher RorkeRose Hills FoundationMark RubinEllin RueSteve & Andrea RuedyJohn RussellSafeway, Inc.Steve & Antoinette SaigetScott SandersonElaine V. SantowassoLisa SarberTabatha SarcoRoberta SatillAlan SatoGarrett ScaringiSteven SchiavoneKathy SchmidtPaul & Beth SchmitzSonia SchultzThomas & Bernadette SchultzJoshua Schawarz & Rebecca LuzadisScripps Howard FoundationChristopher SeabrightJohn & Jennifer SecretoSecurity National TrustRichard SeversonSarah Decker SextonZoe S. ShadeMarvin Shapanka

Michael ShapankaMike & Kim SheaBryan SheehanApril SheetsShell Oil CompanyMr. & Mrs. Anthony ShelleySarah M. ShepherdJennifer ShubaGreg & Cinda ShumakerJeffrey & Elizabeth SiebersPenny SilviaDoug & Lesley SimsElly SlavovaHoward & Marian SlepianLindi SmedbergCameron SmithMark & Kim SmithTravis SmithMark & Heidi SnellAmbir SniezkoCatherine SohorShirley SomersSarah SpainBrian & Debi SpiersJames G. Squibb Jr.Dana StaseyDale & Paula StefanskiDiane K. StegmaierEd & Bea StelmachKaren S. StewartLeigh Anne StrahlerEthan StubbsJon SullivanScott SullivanDana Sullivan RailsbackDaniel TaeschlerRettig TalbotMichele TammaroPaul TanicoBruce TannahillPaula TannerFrank & Rochelle TantsitsEllen TempleTheos Pizza, LLCThermo Fisher ScientificAlfred & Cristina ThiemeJan ThietjeDale & Lynn ThomasThomas & Judith ThompsonRobert Tigner

Steven & Gwyneth TignerRaymond & Laura Lou TollesKathleen TracyDoreen TrudeauRobert & Rebecca TuckerBarb TurnerJessica TweedMichael & Bianca TylerSusan UlversoyUnited Way of Metro ChicagoUS Bancorp FoundationNicki VanceRobert Vanderet & Sharon BrewsterJessica VazquezTonia VetterGabriel VillanuevaNancy Vulgamore & Emily Vulgamore HoresJerry & Nancy WadeRoss WainwrightCorin WallaceMichael WallaceBo WangTsu WangPhil & Jeanne WardRandall & Nina Warner

i believe that joining the beta Family has been the single most important decision my son has made in college. he continues to grow through his participation in the

Fraternity, and it is with gReAt pRide thAt we give bAck And sing the pRAises oF betA thetA pi!

sheRyl MARkowitz / Beta Parent

Sheryl (right) with daughter, arielle Cohen and son, Jordan Cohen, High Point 14

Joseph WarrenMichael WeaverJeff WeekleyWilliam & Shelley WeiblePaul & Laura WeinMorris Weinberg & Rosemary ArmstrongSylvia B. WeisbergerGary & Beth WellerChristina WellhouserCarol H. WelschLisa WennerRoger L. Werner Jr.David WhiteJohn & Sandy WhiteheadAnn WhitsettCarlotta N. WickJennifer Newcaster WierlJoseph & Deborah WildeJanet WilderTodd WilkenBecky WillardCraig & Christine WilliamsMark WilliamsViancca WilliamsRobert & Debra Williamson

John & Patricia WilsonCarole WinchesterLinn & Linda WinterbothamChristina WitkowickiWittenberg Weiner Consulting, LLCMandy WomackMargery WoodDaniel WrobelPhilip & Wendy WyattMary WytiazJerry & Teresa YatesKeith & Mary Claire YoderNasim & Gleny ZahranJohn ZakMarcie ZampiniKathleen ZampounisAnn ZarenkoDiane ZebrineBernadine Zissu


The leadership of the Beta Foundation consists of talented alumni, undergraduates and Friends of Beta who generously give of their time, talents and treasure. The Foundation Board of Directors, Fraternity Board of Trustees, Oxford staff and other volunteers work collectively each year to secure and manage the financial resources that are bringing to life our undergraduate-focused programing and initiatives.

our leadership


chairman S. Wayne Kay, Virginia Tech 73San Diego, caliF.President & CEO, s2a molecular, inc.; former CEO of CardioNexus/Panasonic Healthcare, Response Biomedical, Quidel Corp., Health Industry Distributors Association and SmithKline Diagnostics; National Trustee, Boys & Girls Clubs of America; Fourth Degree, Knights of Columbus

robert n. healy, Missouri 64houSton, texaSRetired ExxonMobil Research Advisor; chair Exxon Production Rese

foundation annual report - 2013

Documents

beta eta pi foundation

goals of beta eta pi

beta alumni

beta badge

family descended beta

purposebeta theta pi

annual reportbeta theta

beta eta pis values