2008–<strong>2009</strong> DONORS TO THE FOUNDATIONProgress with our MissionThe Foundation Chapter has been blessed withanother good year. Our Mission is to develop andprovide financial resources to promote the academic,leadership, and service ideals of <strong>Theta</strong> <strong>Chi</strong><strong>Fraternity</strong>. We take this opportunity each year toreport on our activities for the past year. The followingpages show the lifetime levels of those brothersand friends who made a donation to theFoundation Chapter in calendar 2008. We thankyou all for your continued support and generosity. You will also see ourfinancial statements show substantial growth in our assets, which is due tothe receipt of some substantial estate gifts that have been recognized inpast Rattles.Our two major fundraising initiatives are the Annual Campaign and thePlanned Giving Program. For the Annual Campaign, you receive one ormore letters asking for a calendar year contribution to support the operationsof the Foundation. Many of you continue to be loyal supporters, butwe also need to attract new donors. We encourage those of you who give,to ask brothers you are in touch with to follow your lead and make anannual contribution. If you have given in the past, but did not give thispast year, we ask you to make a gift this year when you receive your letter.We want to also thank Brother Al Saunders, Gamma Xi ’69, for serving asour Annual Campaign Chairman. Brother Saunders has had a very successfulcareer as a coach in the NFL, and we are very grateful for the timeand commitment he made to serve as our Campaign Chairman.In 2008, we launched our Planned Giving Campaign with a two-year initiativeto develop 100 planned/estate gifts by December 2010 to benefitour scholarship and educational grant programs. We have alreadyreceived notification from more than 20 brothers that they have includedthe Foundation Chapter as a beneficiary in their will. Please considerincluding <strong>Theta</strong> <strong>Chi</strong> in your estate plans. We have established the 1856Legacy Society as a way of recognizing these gifts, so please send us a letterwith the information on your gift so we can recognize you as a member.We have also received distributions from several estate gifts, which haveprovided significant scholarship funds that have benefited many of ourmembers with individual scholarships.The Blue Trust completed its settlement in 2008, which resulted in anet asset benefit to the Foundation of $5.3 million dollars. During 2008,the income from these assets was $110,000 and provided 52 scholarships,which were awarded to men from 28 chapters for undergraduate andgraduate studies. In <strong>2009</strong>, we have more than $160,000 to distribute forthese scholarships.We also received the final distribution of the Simon Trust, which nowtotals $800,000 in assets to be used for engineering scholarships. We willbegin granting scholarships from this fund in 2010.We continue to provide scholarships for the three Colley Award finalists(our award for the outstanding undergraduate in <strong>Theta</strong> <strong>Chi</strong> <strong>Fraternity</strong>).This past year, the amount of each scholarship was $1,500. As this fundgrows, we will continue to increase the amount of these scholarships toour goal award of $5,000 each.The Slivinske Fund income is used to pay the registration fees of <strong>Theta</strong><strong>Chi</strong> brothers attending the Leadership Schools sponsored by the National<strong>Fraternity</strong>. In 2008, we were able to use $20,000 from this fund to send 67brothers from 66 chapters to the School of <strong>Fraternity</strong> Practices inIndianapolis, Indiana.Another scholarship we provide is for attendance at interfraternal leadershipschools. Each year we send 4 to 6 men to the Undergraduate Inter<strong>Fraternity</strong> Institute, which is a leadership school, with scholarships fromthe Rhodes Fund. The recipients of these scholarships are outstanding<strong>Theta</strong> <strong>Chi</strong> undergraduates chosen at large from all our chapters.We also manage individual chapter scholarship funds totaling $625,000for 27 Chapters. These funds had more than $35,000 available for scholarshipsin 2008.Finally, we provide an annual grant to the <strong>Fraternity</strong> from ourLeadership Fund to support the Leadership Schools they sponsorthroughout the year. In 2008, we made a $55,000 grant for this purpose.As we look to the future, our greatest need is to provide support to the<strong>Fraternity</strong>’s Leadership Schools. Therefore, this will continue to be thefocus of our Planned Giving Program.Early in <strong>2009</strong>, we received final confirmation from the IRS of our PublicFoundation status. This is significant because it qualifies the Foundationfor matching gifts from corporations and supporting foundations. If youremployer offers a matching gifts program, please contact the FoundationOffice to assist you in taking full advantage of this opportunity.Another major development this year has been the transfer of responsibilityfor publishing The Rattle from the Foundation Chapter back to theGrand Chapter. Content restrictions and distribution limitations were theimpetus for this change. We understand they will be taking more advantageof the opportunity to publish an electronic Rattle that will be moreinteractive and have a greater amount of content. With the increasing costof hard copy publishing and postage, we fully support this change andlook forward to the excellent job that will be done going forward.The Foundation Chapter will also be taking more advantage of electronictechnology in its communications and fundraising initiatives. Ourfirst email appeal was distributed this summer. We will continue increasingthe information content on our web page and plan on using email notificationsto keep you up to date on our activities throughout the year. Ourgreatest challenge in using this type of communication is to have updatedemail addresses for you, so please keep us updated as your email addresschanges.Finally, we want to thank you again for all your generosity this past year.We know firsthand the challenges our current economy brings you everydayand we are very appreciative that you continue to share your treasuresto support the Mission of the Foundation Chapter. Together, we are makinga difference.Warren Hoffman (Alpha Iota/Indiana ’76)Editor’s Note: In July <strong>2009</strong>, Brother Hoffman completed his term as FoundationPresident, and has stepped down from the Board. We are grateful for his dedicationto the Foundation and our <strong>Fraternity</strong>.10 THE RATTLE/<strong>2009</strong>
2008–<strong>2009</strong> DONORS TO THE FOUNDATIONALPHANorwich UniversityCHASE COUNCILLt. Col. Nicholas H. CollinsAndrew T. Boggs, IIICENTURY CLUBThomas W. DonaldsonHerbert J.WasherChristian P. DeCarloCharles H. PerenickRichard L. KeenanMEN SINCE ’56Edward G. GenerousJohn A. SparkesJoseph F.TineDr. David G. DoaneBrig. Gen. Paul F. Kavanaugh,USA RETE. Russell Peach, Jr.SNAKE AND SWORDJohn F. HammellJohn W. DreyerFrancis E. McIntireFOUNDERS CLUBEdward M. GodfreyRaymond A. HendricksonBETAMassachusetts Instituteof TechnologyCENTURY CLUBGregory J.WilsonJason T.TimpeEdward A. OrtMEN SINCE ’56Richard A. JacobsAlan R. RingenWesley W. AllenFrancisco J. San MiguelSNAKE AND SWORDJohn L. Preston, Jr.Leonard F. GlaeserKeith F. AshelinScot A. CookFOUNDERS CLUBEdward W. Heinle, IIIGAMMAUniversity of MaineFREEMAN FELLOWKenneth F. Beckley, Jr.Richard S. DoyonCHASE COUNCILJames C. OtisL. Steven WaltonCENTURY CLUBGurdon S. BuckMEN SINCE ’56Lt. Col. Lloyd C. Erskine, Jr.Howard P. LowellRoger E. MurrayElmer W. ParsonsSNAKE AND SWORDSteven SargentRichard G. DavisAlbert R. BarmbyRichard E. ChutePaul A.TownsendDavid O.WerdinE. Lyle FlynnRonald M. RudioPaul T. LeonardFoundation Chapter Salutes its 2008 Top DonorsThe Foundation Chapter is grateful to all those who have contributed to our mission of promotingthe academic, leadership and service ideals of <strong>Theta</strong> <strong>Chi</strong> <strong>Fraternity</strong>. We are very proudof the men who continue to give back to their <strong>Fraternity</strong> regardless of their personal circumstances,ages, or chapter affiliations. We would especially like to acknowledge <strong>Theta</strong> <strong>Chi</strong>’s mostgenerous members, without whose gifts our scholarships would not have been possible.Congratulations and many thanks to Willis R. Conner (Alpha Delta/Purdue ’76), WilliamH. Thomas (Alpha Phi/Alabama ’63), Stephen J. Macri (Alpha Omega/Lafayette ’82), andMurray B. Wachtel (Zeta Sigma/Wisconsin-River Falls ’72), the newest members of theChairman’s Council. We would also like to thank James W. Baker (Beta Alpha/UCLA ’87),Leonard J. Becker, Jr. (Delta Mu/Texas ’59), Alan K. Saunders (Gamma Xi/San Jose State’69), and Coleman R. LaMaster (Alpha Iota/Indiana ’51) who achieved membership in theFreeman Fellows Giving Club this past year.Members in the Foundation Chapter’s Giving Clubs is based on cumulative lifetime giving.(A key to giving levels can be found on page 16.)FOUNDERS CLUBDr. Mark C.TorresFrank W. Amadon, IIIHERITAGE CLUBJayson H. BearceDELTARensselaer PolytechnicInstituteCENTURY CLUBJohn R.WetmillerMEN SINCE ’56Christopher RiddlebergerAllan P. WalchAlan S. CorrellDouglas W. RonaldsonJames W. HamiltonRobert J. LytlePaul A. Farrar, Jr.Frank B. LangJohn J. KoziolSNAKE AND SWORDJohn T. LonatiFrank J. PotterRobert E. RossFOUNDERS CLUBWilliam G. GermanakosHERITAGE CLUBGerald E. DuffyHeath C. KentEPSILONWorcester PolytechnicInstituteFREEMAN FELLOWJames E. PoppCENTURY CLUBPeter J. MulvihillJoseph A. GuglieminoJohn S. SnowLee P. HackettGerald R. BacklundMEN SINCE ’56Norman J.TaupekaDavid B. HallockJohn J. MarczewskiJames M.TolosSNAKE AND SWORDRobert A. MeyerTodd C.VigoritoDr. Allen H. LevesqueRobert A.F. SeneresFOUNDERS CLUBAnthony V. ForesterJohn V. MarinoZETAUniversity ofNew HampshireCENTURY CLUBScott W. LoweMEN SINCE ’56Frank W. BrownBradley J.ThompsonCol. Bruce G. MacLennanDan F. SweetSNAKE AND SWORDScott A. HopkinsFOUNDERS CLUBJohn R. DuludeETAUniversity of Rhode IslandCENTURY CLUBEdward P. FosterMEN SINCE ’56John RichtarikThomas A. PizzaSNAKE AND SWORDDr. John J. PiacitelliStuart R. DexterFOUNDERS CLUBDavid R. GatesTHETAUniversity of MassachusettsCENTURY CLUBRichard I.L. PartridgeMEN SINCE ’56Thomas C. MoschosJohn W. DriscollDr. Howard D. StoweDonald H. Baptiste, Jr.SNAKE AND SWORDRobert F. FerraraCrosby OlintoH. Neil HarrisFOUNDERS CLUBAlbert S. MarulliMichael C. MoschosIOTAColgate UniversityCHASE COUNCILJohn Z. HeckerMEN SINCE ’56George H. Arakelian, IICarl W. ChristySNAKE AND SWORDJohn C. SeedorffDr. Jay W. Martin, Jr.Thomas L. Glenn, IIIPaul T. ChanKAPPAUniversity of PennsylvaniaCENTURY CLUBCol. John C. Diller, Jr.Donald R. McIlvainClarence L.WagnerSNAKE AND SWORDRev.William S. O’BrienStanley J. MarcewiczWilliam J. BeattyLAMBDACornell UniversityMEN SINCE ’56Elbert Hargesheimer, IIICal OrganZacharias A. KolliasFOUNDERS CLUBDale S. CoatsPeter H. MitchellMUUniversity of California-BerkeleyFREEMAN FELLOWWilliam T. HortonCHASE COUNCILCol. John F. BouldryCENTURY CLUBRichard C. OtterRobert D. BritzWilliam C. BroocksDale R. DryerMEN SINCE ’56Ralph E. CongdonRay L. HortonWalter W.WinfieldGregory S. FinleyRobert R. AngwinJames G. SniderCharles R. BellTodd M. SchutteSNAKE AND SWORDG. Peter Lamb, IIIJohn C. BennettDavid L.WileyArmand MinasianCamden R. HubbardNUHampden-Sydney CollegeMEN SINCE ’56D. Sean KellySNAKE AND SWORDRay MaroccoFOUNDERS CLUBJohn D. Hooker, Jr.Edward T.TrapaniHERITAGE CLUBNathaniel W. PhillipsXIUniversity of VirginiaCHASE COUNCILDr. Steven J. AgostiDr. Charles T. FaulknerCENTURY CLUBJames W.TurnerDr. Richard E.Topping, Jr.THE RATTLE/<strong>2009</strong> 11