22
2011- 2012 ANNUAL REPORT The Sigma Alpha Mu Foundation

Sigma Alpha Mu Foundation annual report

Embed Size (px)

DESCRIPTION

The annual report of the Sigma Alpha Mu Foundation

Citation preview

Page 1: Sigma Alpha Mu Foundation annual report

2011- 2012ANNUAL REPORT

The Sigma Alpha Mu Foundation

Page 2: Sigma Alpha Mu Foundation annual report

2

Dear Fratres and Friends:

Letter from the President

It is an honor to share with you the annual report for the Sigma Alpha Mu Foundation and its work in 2011-2012. As a result of your Centennial Campaign Gifts we were able to purchase our spectacular new home in Indianapolis, where your Foundation as well as the Fraternity maintain their headquarters. In academic recognition, as a result of Scholarships endowed over the years and on an ongoing basis, we awarded undergraduate and graduate scholarships or other recognition for academic performance to 290 fratres on 49 campuses. A separate scholarship report details these awards, which include the new Glazer Family Jewish Studies Scholarships which will be awarded annually to three qualified fratres. You can download a copy of the scholarship report or con-tact Maria Mandel at [email protected] to request a copy. Your support of the Foundation through its Annual Appeal as well as endowments made to the Centennial Campaign enable us to offer funding for qualified Fra-ternity activities. For 2011-2012, the Foundation sup-

ported leadership development programs, including the Leadership Conference, Chapter Leadership Days, and the Developing Leaders Initiative, a relatively new annual intensive program for 12 undergradu-ates. The Foundation also supported GreekLife.EDU, which is a required educational program for initiates, and a community service event during the 2011 �AM Fraternity’s annual Leadership Conference. The Foundation offers grants to chapters for educa-tional activities and has launched a Jewish Endeavors Initiative. This new program makes grants to chap-ters or student for activities that promote Jewish life on campus, educate students on Jewish matters, and foster an understanding of Jewish issues. We look back on 2011-2012 as a year of great accom-plishment and forward to 2012-2013 for continued growth as the Sigma Alpha Mu Foundation develops leaders, promotes good citizenship, and encourages scholarship through financial support. Thank you for your contributions, past, present, and future, toward this shared vision.

Sincerely ,

Hanno D. MottPresident

Page 3: Sigma Alpha Mu Foundation annual report

3

Sigma Alpha Mu Foundation

Annual ReportFiscal Year:

June 1, 2010-May 31, 2011

The Sigma Alpha Mu Foundation’s Annual

Report provides an overview of the

Foundation’s initiatives and acknowledges

the generous donors who have supported

these programs.

The report has been published on-line to

reduce paper use. The 2011-2012 Sigma

Alpha Mu Foundation Annual Report

covers programs and donations received

from June 1, 2011-May 31, 2012.

Sigma Delta Undergraduate Members

Sammies and Sparty at the Mu Chi Reunion

Page 4: Sigma Alpha Mu Foundation annual report

4

Who We Are

Officers and

Executive Committee

Foundation Directors

Foundation Staff

Members of Sigma Alpha Mu Fraternity founded the Sigma Alpha Mu Foundation in 1944 to provide financial aid and educational opportunities for students. As we near our 70th year, the Sigma Alpha Mu Foundation continues to support education and leadership in a variety of ways, including through direct scholarship aid, conference funding, and grants to chapters for specific activities.

President: Hanno D. Mott, Cincinnati ‘52Vice President: David H. Phillips, Ohio State ‘84Treasurer: Ronald S. Katch, Illinois ‘54Asst. Treasurer: David S. Rice, Wisconsin/Illinois-Chicago ‘87Secretary: Dennis G. Paese, Cornell ‘73

Alvin W. Cohn, Cincinnati ‘56Robert S. Weiss, Oklahoma ‘77

Richard H. Williamson, NC State ‘63Michael Brown, UC Berkeley ‘96Donald J. Stein, Purdue ‘53Robert B. Fagenson, Syracuse ’70

Barry M. Epstein, Purdue ‘61Scott A. Stone, USC ‘77

James R. Alexander, SMU/Texas ‘44Sidney H. Guller, Washington U. ‘47Howard B. Miller, Maryland ’58Nathan Margolis, North Texas ’75Harvey Weisblat, Texas ‘67Roy Neulicht, NC State ‘73Steven M. Franklin, Univ of Houston, ‘67Jerry Miller, Miami Univ, ‘76Scott A. Stone

Executive Vice President: Aaron Girson, Western Michigan ’92 (to December 2012)Foundation & Scholarship Coordinator: Maria Mandel, Kappa Delta

Assistant: Phyllis Grzeskowiak

Page 5: Sigma Alpha Mu Foundation annual report

5

ThankYou

Thank you to all of our donors who make the programs we fund possible. On behalf of all the scholarship recipients, the students who attended leadership training, and chapters that benefitted from site visits, we thank all the donors who have contributed to the Sigma Alpha Mu Foundation.

ContributionsReceived

Grants and Awards

Distributed

Scholarships 56%

Unrestricted 53%

TemporarilyRestricted

44%

Chapter Visits19%

Leadership Development

12%Program

Grants 11%

Community Service

2%Jewish

Endeavor 1%

Permanently Restricted

3%

Page 6: Sigma Alpha Mu Foundation annual report

6

Lifetime Donor

Contributions(As of May 31, 2012)

Sidney H. Guller, Phi

The Glazer Family, Sigma Zeta

James R. Alexander, Mu AlphaMarshall M. Gelfand, EtaGary P. Gormin, KappaL. Mark Newman, Mu ChiDavid S. Rice, Gamma Epsilon

Richard H. Williamson, Sigma Omega

Barry M. Epstein, Sigma EtaHanno D. Mott, OmicronTerry Semel, Mu PhiSigma Alpha Mu Fraternity

Robert B. Fagenson, Eta James R. Favor, Pi Kappa Alpha Fraternity

In honor of Bobbi GullerHoward B. Miller, Sigma ChiThe Milken Family, Sigma SigmaWilliam J. Ober, Alpha

In honor of William P. Schwartz, Sigma AlphaPercy E. Weinberg, Kappa

Director’s Circle

($500,000 +)

This I Believe

($250,000- $499,999)

Founders Society

($150,000- $199,999)

Lincoln Corridor

($100,000-$149,999)

Crossed Keys ($75,000-$99,999)

Purple Aster ($50,000-

$74,999)

Mark A. Angelson, Sigma DeltaSteven M. Franklin, Beta RhoThe Girson Family In honor of James C. Hammerstein, AlphaJoel D. Honigberg, Sigma Eta

Irwin M. Jacobs, BetaRonald S. Katch, RhoMrs. Joan (Levinson) Kauff, Leonard Leventhal, Sigma AlphaNathan C. Margolis, Beta SigmaJerry Miller, Mu Psi

In honor of Samuel Miller, AlphaDennis G. Paese, BetaThe Phillips Family, Sigma BetaPaul A. Pumpian, Sigma ChiLeslie J. Raffel, Sigma EtaLawrence D. Schaffer, Sigma BetaWilliam P. Schwartz, Sigma AlphaThe Tisch FamilyStephen J. Weinberg, Sigma BetaHarvey A. Weisblat, Sigma ThetaGeorge A. Zimmer, Phi

Page 7: Sigma Alpha Mu Foundation annual report

7

What We Did in 2011-2012

The Foundation funded $312,656 in programs that reached

more than 2000 students during 2011-12. This includes $176,300

in scholarships and academic recognitions awards for students and

$136,355 in grants for leadership development, men’s health educa-

tion, community service, and Jewish programming.

Sigma Alpha Mu’s new headquarters building, which also houses Sigma Alpha Mu Foundation,

opened in February 2012.

Page 8: Sigma Alpha Mu Foundation annual report

8

2012 Scholarships & Academic Recognition AwardsThe Sigma Alpha Mu Foundation was founded to provide financial aid to student fratres and recognize outstanding scholarship. Our Scholarship and Academ-ic Recognition Awards continue to be the Foundation’s largest program. In 2012 the Sigma Alpha Mu Founda-tion distributed a record $176,300 to 210 graduate and undergraduate recipients, this included $24,000 to 80 Young Scholars. The Young Scholars initiative recog-nizes Sigma Alpha Mu candidates who achieve a 3.75 during their candidate term. Our endowed scholarship program awarded $152,300 to 113 students based on need and merit. The need for scholarships to help pro-vide access to higher education is growing. In 2011-12 the ratio of applicants to available scholarships was 4:1. The Foundation’s Scholarship Report provides more detail on our financial aid and academic recognition programs.

Daniel David, (Ohio State Univ) with E. Gordon Gee, President of The Ohio State University. Daniel David received the Walter Phillips Scholarship.

Programming GrantsDuring the 2011-12 academic year the Foundation provided programing grants to non-profit, educational and charitable organizations totaling $136,356. These grants supported leadership development, community service, men’s health education, academic achievement programs that reached more than 2000 students. Highlights included:

A grant of $17,262 to Sigma Alpha Mu Fraternity to support educational and leadership programs at the Sigma Alpha Mu Leadership Conference. All Sigma Alpha Mu chapters send at least two delegates to this four-day program. Delegates are exposed to a wide range of topics including leadership and team building, ethical decision making, networking, academic success, and men’s health issues.

GreekLifeEDU: All Sigma Alpha Mu candidates are provided the GreekLifeEdu online education program prior to their initiation into the Fraternity. This program provides students information and tools to make better decisions regarding campus health is-sues including hazing, alcohol, sexual relations. Results are measured and data shows better long term deci-sion making for students participating in this program. The Sigma Alpha Mu Foundation funded 100% of the GreekLifeEdu program for Sigma Alpha Mu candidates through a grant to the Fraternity of $14,500.

A special fund provides for leadership development programs, educational materials and the Guller Scholars Program at Leadership Conference. Since its inception in 1985, the Guller Fund has reached thou-sands of young fratres with programs on scholarship, personal development, health issues and numerous other worthwhile topics. The 2012 grant of $8,130 to Sigma Alpha Mu Fraternity funded professional speak-ers at the Sigma Alpha Mu Leadership Conference & Convention for the Guller Scholars. A special thanks to Fra Sidney Guller whose vision and generosity created the Bobbi & Sidney Guller Leadership Development Fund to endow this program.

Chapter Leaders Day: The Foundation makes an an-nual grant to support this intense one-day program for chapter leadership. Topics covered include goal setting and strategic planning, leadership and team building and conflict resolution. The 2012 grant for Chapter Leaders day to the �AM Fraternity of $7,960 funded leadership training for chapter Priors, Vice Priors, Ex-chequers, Recorders, Candidate Educators, and emerg-ing leaders at six regional programs. A special thanks to Fras Irwin Jacobs (Cornell ‘51), David Rice (Wiscon-sin/Illinois Chicago ‘83) and Aaron Girson (Western Michigan ’92) whose generosity created the endow-ment to support this program.

Developing Leaders Initiative: A 2012 grant of $11,350 to �AM Fraternity funded an intensive eight- month program for 12 undergraduate leaders. The program focused on developing the individuals’

What We Did in 2011-2012

Con’t.

Page 9: Sigma Alpha Mu Foundation annual report

9

leadership skills to better prepare them for service to their community. This program is made possible by funding from an anonymous donor.

Community Service Program: A grant of $4,652 to Sigma Alpha Mu Fraternity funded a community service event during the 2011 �AM Convention. More than 125 student and alumni delegates packed meals at a Phoenix area food bank. This grant is made possible by an anonymous donor.

Chapter Visitation Program: A grant of $57,283 to Sigma Alpha Mu Fraternity provided general support to the Fraternity to fund educational and leadership development programs in conjunction with profes-sional staff visits to chapters/colonies. HazingPrevention.org: An unrestricted grant of $2,000 to this charity that focuses on educating high school and college students on the dangers and nega-tive impact of hazing.

Grants from Chapter Educational Funds: A grant of $5,000 was made from the Mu Theta (University of Southern California) educational fund to the University of Southern California to support leadership train-ing open to all students at USC. A grant of $5,000 was made from the Eta educational fund to the ETA�AM Foundation to support the organization’s mission.

Jewish Endeavors InitiativeIn 2012 the Jewish Endeavors Initiative at Sigma Alpha Mu Foundation began. This program provides funding to chapters and members for activities that promote Jewish life on campus, educate students on Jewish matters, and foster an understanding of Jewish is-sues. Grants are available to Sigma Alpha Mu chapters, undergraduate members of Sigma Alpha Mu, and to campus organizations partnering with Sigma Alpha Mu chapters. The Jewish Endeavors Initiative awarded grants to five campuses to support Jewish life.

• Spirit of Shabbat, an annual program at Texas A&M that offers the community a traditional Shabbat dinner;

• Sammy’s Second Seder, hosted by the University of Florida chapter;

• West Coast Shabbaton, organized by University of Southern California chapter and Chabad USC;

• ΣAM Sephardi Seder, the experience of a Sephardi-style Seder with the Geneseo chapter and campus Hillel; and

• A campus Seder sponsored by ΣAM and Chabad at the University of Arizona.

This program was made possible by contributions from several donors including a lead gift from Barry Epstein, Purdue ‘58.

More than 1,000 people attended the Seder and Shab-bat programs organized by ΣAM chapters. For more information on the programs, please visit the Jew-ish Endeavors Initiative page on our website www.sam-fdn.org. The ΣAM Foundation plans to expand the initiative in 2013.

Seder dinner, State University of New York Geneseo Chapter

Page 10: Sigma Alpha Mu Foundation annual report

10

2011-2012Donors

Golden Bronze Society

The Golden Bronze Society is the Sigma Alpha Mu Foundation’s society that recognizes undergradu-ates who make a donation supporting the Founda-tion. This voluntary initiative and participation

allows undergraduates to influence the future of Sigma Alpha Mu. Undergraduate contributions are

used for undergraduate scholarships and programs for the undergraduate membership of Sigma Alpha Mu.

BetaCornell UniversityIan Ratner

PsiUniversity of PittsburghAlex MurdochBenjamin Nemeth

Beta GammaUniversity of ArizonaEitan CramerBlaine LightNathan Philipp

Beta EpsilonBoston UniversityOren GivolCarlos ReyJoshua Wagner

Gamma KappaTexas A&M UniversityAlec BeckerEric GarfinkleCory NagelbergBenjamin SchwarzCody Weaver

Gamma PhiArizona State UniversityJon BashaRyan CohanDaniel Nemet

Gamma PsiTemple UniversityJoshua Fisher

Gamma TauUniversity of FloridaJonathan Ossip

Delta EtaUniversity of West FloridaRyan Martini

Delta ChiSt. Johns UniversitySabino Curcio

Delta ThetaStony Brook UniversityAndrew Goodman

Delta UpsilonUniversity of Nevada-Las VegasStephen HauserTaylor RossSergio Sida

Epsilon IotaChapman UniversityAdam BrookYaron KarivMitchell Young

Mu EtaDrexel UniversityEric Slater

Mu ThetaUniversity of Southern CaliforniaLogan Morris

Mu RhoUniversity of RochesterDaniel Tsemach

Mu PsiMiami UniversityDavid ConwayBrendan Gillespie

Sigma Delta Rutgers State University of New JerseyJohn Ryan

Sigma ThetaUniversity of Texas at AustinMatthew HalpernGary Schneider

Page 11: Sigma Alpha Mu Foundation annual report

11

Ira Lind Society

The Ira Lind Society was established by the Sigma Alpha Mu Foundation in 2003 to honor those who have made a planned gift to the Foundation. Ira Lind was one of Sigma Alpha Mu’s eight founders and the first frater to make a bequest to the Foundation.

• Samuel Adler, CCNY/Baruch • James Alexander, SMU• Grace Bender, Friend• Robert Berman, Yale * Charles A. Cohen, Indiana • Alvin Cohn, Cincinnati * Kenneth Collins, Indiana • Forrest Dull, Friend• Ira Epstein Nebraska• James Favor, Pi Kappa Alpha • Aaron Girson, Western Michigan • Benjamin Paul Goldman, Cornell • Samuel Gotfrid, Toronto• Sidney Guller, Washington U. • Mrs. Lucille Hammerstein, Friend• Nathan Karchmer, Oklahoma • Mrs. Joan Kauff, Friend• Rolf K M Landshoff, Minnesota • Arnold Leff, Cincinnati • Stanley Levine, Butler • Ira Lind, CCNY/Baruch • Nathaniel Locklin, Pittsburgh • Leland Manders, Miami U. • Robert Manela, Wayne State • Nathan Margolis, North Texas • Darren Margolis, Boston U. • Howard Miller, Maryland • Jeffrey Mora, Alfred U. • Joel Moses, Cornell • Hanno Mott, Cincinnati • Benjamin Novicoff, Nebraska • William Ober, CCNY/Baruch • John Paine, San Jose State • Paul Pumpian, Maryland • David Rice, Wisconsin/Illinois-Chicago• Arthur Roufa, Washington U. • Sumner Saeks, Ohio State • Lawrence Schaffer, Ohio State • Hyman Shiff, Penn • Robert Traum, Long Island • Gerhard Van Biema, Purdue • Sheldon Wagner, Indiana • Percy Weinberg, Minnesota • Richard Weinstein, Ohio State • Stuart Zalowitz, Oklahoma

and other members who wish to remain Anonymous

Individuals in bold have passed to the Chapter Eternal.

* denotes an Ira Lind Society member who in-formed the staff of their legacy intent in 2011-2012.

For more information about the Ira Lind Society or to include the Sigma Alpha Mu Foundation in your estate plans, please contact us at [email protected].

Page 12: Sigma Alpha Mu Foundation annual report

12

ALPHABaruch CollegePlatinum $1,000 + Joseph Macnow 1963 Roy E Mayers 1962Bronze $150 - $249Neil D Hackman 1970

BETACornell UniversityPlatinum $1,000 +Irwin M Jacobs 1951Dennis Paese 1973Silver $250 - $499Ian B. Ratner 2008Dr. Robert L Stamper 1958Bronze $150 - $249Dr. Lawrence H Caplan 1952 Dr. Donald E Milsten 1957 Dr. L Robert Rubin 1952 Alvin Silverman 1942Steven W Wolfe 1956

GAMMAColumbia UniversitySilver $250 - $499Gerald Tellefsen 1957Bronze $150 - $249Stephen V Berzok 1957

ETASyracuse UniversityPlatinum $1,000 +Robert B Fagenson 1967Marshall M Gelfand 1945Paul Greenberg 1963H Lewis Rapaport 1956Gold $500 - $999Carl J Schlanger 1956Silver $250 - $499Mark S Blau 1961William Goldstein 1956Sylvan Herman 1949Donald C Schupak 1961Bruce M Wagman 1979

Bronze $150 - $249Honorable Norman S Fenton 1943Allan M Hyman 1960Dr. Leonard M Nevins 1945Donald P Novack 1963Sanford H Salz 1958Hubert M Schlosberg 1950Daniel B Zirinsky 1945

THETAUniversity of PennsylvaniaPlatinum $1,000+Lawrence L. Greenberg 1982Stuart G Siegel 1982Gold $500 - $999Michael I Fuchs 1980Silver $250 - $499David S Bolts 1975Mark S Brooks 1967Marvin Fabrikant 1964Martin Gardner 1935Ronald B Koenig 1952Robert S Siskin 1946Bronze $150 - $249Dr. Robert B Daroff 1954Samuel E Dennis Esq 1948John C Harte 1982Charles M Rand 1973Eugene L Shepp 1948Kenneth S Sirlin 1961Monroe N Szporn 1968

Support for the Sigma Alpha Mu Foundation is vital to the development of today’s Sigma Alpha Mu. Your generous donations help provide scholarships to graduate and undergraduate students, essential educational programs, and grants for research programs. This listing reflects annual giving level based upon donations received between June 1, 2011 and May 31, 2012.

D

Honor Roll of Donors 2011-2012 Sigma

Alpha Mu

D

Key:

First Time Donor

Planned Gift Donor

DeceasedP

1

Page 13: Sigma Alpha Mu Foundation annual report

13

KAPPAUniversity of MinnesotaPlatinum $1,000 +Ronn A Tulman 1975Silver $250 - $499Richard D Dworsky 1976 Herbert R Goldenberg 1952 Gary P Gormin 1962Bronze $150 - $249Dr. Paul H Crane 1963 William D Esensten 1966 Stanley L Gendler 1941 Andrew J Huston 2001 Dr. Stanley R Kagin 1962 Leroy L Kieffer 1952 James A Segal 1986

NUUniversity at BuffaloSilver $250 - $499Emil Vogel 1962Bronze $150 - $249George S Novogroder 1967 Robert G Rose 1963

XIMassachusetts Institute of TechnologyBronze $150 - $249Dr. Julius Hyman Jr 1954Gerald L Katell 1959Richmond H Kauffman 1936Kenneth A Okin 1968Michael S Rosenblum 1964

OMICRONUniversity of CincinnatiPlatinum $1,000 +Dr. Alvin W Cohn 1953Hanno D Mott 1952Gold $500 - $999

Wilbur M Cohen 1942 Frederick A Fink 1955 Gabriel Tavares 1991 Kenneth S Wolf 1962Silver $250 - $499Clyde J Chudnoff 1965 John H Kollm 1993 Gerald M Levy 1964Bronze $150 - $249Brian W Appel 1969Rabbi Jerome P David 1967 Jason S Hanna 1994

RHOUniversity of Illinois-UrbanaPlatinum $1,000+Jeffrey A. Davis 1973 Ronald S Katch 1951Gold $500 - $999Joel D Warady 1975Silver $250 - $499Gary G Kash 1971Dr. Mitchell D Lirtzman 1970Bronze $150 - $249Martin A Berns 1955Dr. Gordon R Bloomberg 1952David S Boyer 1965Burton P Harris 1943Milton J Jaffe 1948Howard L Stone 1954

TAUUniversity of AlabamaGold $500 - $999Gilbert A Yanuck 1959Bronze $150 - $249Michael Halbert 1960

PHIWashington UniversityPlatinum $1,000 +Stephen M Alpart 1982 Robert W Beck 1983 Myron Becker 1943 Stephen M Emer 1983 Sidney H Guller 1943Charles D Hammerman 1982 David P Kleppel 1982 Richard A Landgarten 1985 Daniel M. Wolk 1983 George A Zimmer 1967

Honor Roll of Donors 2011-2012 Sigma

Alpha Mu Con’t.

1

1

1

1

Page 14: Sigma Alpha Mu Foundation annual report

14

Gold $500 - $999William S Adams 1982 Anthony V Baratta 1980 Theodore G Bernard 1981 Jeffrey G Dreyfus 1981 Avram A Glazer 1978Dr. Steven E Katz 1982 Robert Mckay 1980 Samuel M Poser 1980 Daren L Rubenfeld 1982 Robert E Wilder 1980 Kirk D Williams 1982 Lawrence B. Wittels 1978 Gregory P Wolfson 1986Silver $250 - $499Robert L Burg 1943Jeffrey S Caplan 1983 LCDR Daryl K Daniels 1984James B Evens 1980 Allen R Gordon 1950Anthony M Grimaldi 1983 Stuart I Kerr 1983 Alvin I Malnik 1951Dr. Steven A Saltz 1971Dean I Weinberg 1980Jeffrey S Weiss 1978 Bronze $150 - $249Honorable Sam Fox 1948 Dr. Evan Z Kapp 1973 Edward J Kessler 1962 James A Kutchin 1978 Mark D Lipton 1984 Dr. John A Rothchild 1973 Kenneth Srebnik 1983

CHIMcGill UniversityBronze $150 - $249Dr. Barry J Brock 1968 J Robert Swidler 1964

PSIUniversity of PittsburghPlatinum $1,000 +Leonard J Baxt 1966 Nathaniel B Locklin 1998Silver $250 - $499James L Golding 1963Bronze $150 - $249Donald I Moritz 1946

OMEGAUniversity of TorontoPlatinum $1,000 +Samuel Gotfrid 1926

Gold $500 - $999David S Brand 1966Silver $250 - $499Morton B Prager 1962

BETA BETAFerris State UniversityBronze $150 - $249Mickey Shapiro 1966

BETA DELTASan Jose State UniversityBronze $150 - $249Dr. Richard J Schoen 1964 M Ray Taylor 1967

BETA ETACalifornia State University-NorthridgeBronze $150 - $249Mark L Klein 1984

BETA IOTAUniversity of Wisconsin-MadisonPlatinum $1,000 +Bradley A Zerman 1984Gold $500 - $999Jared S Miller 1994Bronze $150 - $249David L Levy 1984

BETA PINorthwestern UniversityGold $500 - $999David S Phillips 1967Silver $250 - $499Elliot C Beinfest 1970

BETA RHOUniversity of HoustonPlatinum $1,000 +Steven M Franklin 1967Bronze $150 - $249Jay S Ginsburg 1967

BETA SIGMAUniversity of North TexasPlatinum $1,000 +Nathan C Margolis 1973 Marc E Perlstein 1971Bronze $150 - $249Phillip I Glauben 1973 Howard R Lerman 1967 Thomas G May 1975 Alan L Yaffe 1967

1

1

1

1

1

1

1

1

1

1

1

1

1

D

Page 15: Sigma Alpha Mu Foundation annual report

15

Honor Roll of Donors 2011-2012 Sigma

Alpha Mu

BETA TAUNortheastern UniversityGold $500 - $999Jeffrey A Feldman 1968Silver $250 - $499Donald R Cabral 1969

BETA PSIUniversity of VirginiaSilver $250 - $499Emile Martin 1968Bronze $150 - $249Mitchell J Koval 1984

BETA OMEGAKentucky Wesleyan CollegeSilver $250 - $499William D Gilliam 1975Bronze $150 - $249Jeremy L Johnson 2003

GAMMA EPSILONUniversity of Illinois at ChicagoPlatinum $1,000 +David S Rice 1983

GAMMA ZETAOhio UniversityBronze $150 - $249Andrew C Meyer 1971

GAMMA IOTATowson UniversitySilver $250 - $499Todd A Marks 1990Bronze $150 - $249Darren M Margolis 1989

GAMMA KAPPATexas A&M UniversityGold $500 - $999David K Sergi 1982

Silver $250 - $499Nathan M. Cheng 2004 Steven S Pluss 1982

GAMMA LAMBDANorthern Illinois UniversitySilver $250 - $499Robert W Homan 1988

GAMMA NUSan Diego State UniversitySilver $250 - $499Adam J Saitman 1984

GAMMA OMICRONUniversity of IowaPlatinum $1,000 +Andrew M Ahitow 1995

GAMMA RHOUniversity of California-San DiegoSilver $250 - $499Gary L Krausz 1991

GAMMA CHIBrandeis UniversityBronze $150 - $249Adam J Fishman 1998David S Greenberg Esq 1994

DELTA BETAAmerican UniversityBronze $150 - $249Louis Benson Pearlman 1996

DELTA DELTAAlfred UniversityBronze $150 - $249Jeffrey J Mora 1989

DELTA NUWestern Michigan UniversityPlatinum $1,000 +Aaron M Girson 1992

DELTA TAUFlorida Atlantic UniversityBronze $150 - $249Jason A Stone 1997

DELTA CHISt. Johns UniversityBronze $150 - $249Joseph G Gebbie 2000

Con’t.

1

Page 16: Sigma Alpha Mu Foundation annual report

16

EPSILON ALPHAStephen F. Austin State UniversityGold $500 - $999Martin R Shapan 1997

EPSILON THETAWest Virginia UniversitySilver $250 - $499Adam E. Horn 2006

MU ALPHASouthern Methodist UniversityGold $500 - $999Jerry A Candy 1964Silver $250 - $499Marvin G Barish 1944

MU GAMMACase Western Reserve UniversitySilver $250 - $499Daniel W Lease 1967 Sanford Levine 1973 Robert Packard 1949 James C Rasbold 1980 Steven W Schaefer 1955 Aron L Shapiro 1955 Melvyn Bernard Spira 1953Bronze $150 - $249Dr. Martin P Charns 1964 Timothy J Clancy 1987 Dr. Fred L Forman 1962 Ronald L Kolb 1963 Leonard Ludwig 1956Dr. Robert A Mendelson 1950 M William Sadock 1956Mark E Sadock 1980

MU EPSILONUniversity of MiamiGold $500 - $999Marshall A Okmin 1955Bronze $150 - $249Neal A Broidy 1966 Kenneth W Leichman 1956

MU ETADrexel UniversityPlatinum $1,000 +Honorable Earle Irving Mack 1956 Michael V. Masciandaro 1976Gold $500 - $999Dr. Hugh A Chairnoff 1958Bronze $150 - $249Donald L Feigert 1971 Robert F P Nerz 1973

John A Siegel 1969 Dr. Paul M Steen 1957

MU THETAUniversity of Southern CaliforniaPlatinum $1,000 +Jeffrey S Pop 1966 Gregory J Wiviott 1977Gold $500 - $999Marc P Schwartz 1987Silver $250 - $499Mitchell S Bloom 1983 Alan H Wittenberg 1964Bronze $150 - $249Barry A Cohen 1961George D Frankenstein 1961 Ron Lubash 1981Mitchell D Simon 1970Seth Zachary 1978

MU KAPPAWayne State UniversityGold $500 - $999Dr. Edwin C Blumberg 1948 Mel R Hertz 1963Bruce H Rosen 1954Bronze $150 - $249Jay I Stark 1962

MU RHOUniversity of RochesterPlatinum $1,000 +Eugene R Schnell 1982Silver $250 - $499Mark S Connolly 1976 Dr. Ira F Selss 1974Bronze $150 - $249Michael Goldberg 1964 Michael R Jushchuk 1980

MU PHILong Island University-C.W. PostPlatinum $1,000 +Terry Semel 1961Gold $500 - $999Ronald W Rapchik 1966 Robert Traum 1964Silver $250 - $499Stephan Ariyan 1960 Max W Gurvitch 1966Bronze $150 - $249Howard Rosenbloom 1967

Page 17: Sigma Alpha Mu Foundation annual report

17

Honor Roll of Donors 2011-2012 Sigma

Alpha Mu

MU CHIMichigan State UniversityGold $500 - $999Scott Warren Bernstein 1988 L Mark Newman 1959Silver $250 - $499Joel L Altman 1962 Michael B Serling 1964Bronze $150 - $249Dr. David W Edelstein 1971 Craig L Ludin 1973Dennis S Rosen 1976 Glenn A Saltsman 1989 Neal A Schore 1988 Lawrence A Weiss 1976 Steven J Woronoff 1981

MU PSIMiami UniversityPlatinum $1,000 +Jerry Miller 1976Gold $500 - $999Daniel A Grossberg 1984 Nicholas J Partridge 1998Silver $250 - $499David P Halper 1977 David L Korman 1976 Peter C Rubin 1973Dr. Edward L Ruch 1969 Dr. Robert M Turner 1970Bronze $150 - $249Dr. Kevin A Chaitoff 1977 Martin I Goodman 1982 Scott B Horowitz 1985 Mitchell T Manders 2004 Michael A O’Neal 1972

SIGMA ALPHAUniversity of OklahomaPlatinum $1,000 +Joseph B Silverman 1962 Robert S Weiss 1975

Gold $500 - $999Stephen R Bloch 1963Silver $250 - $499M. Milton Wolff 1956Bronze $150 - $249Sam M Devinki 1966 Simon I Markowsky 1965

SIGMA BETAThe Ohio State UniversityPlatinum $1,000 +Lawrence I Pollock 1966 Marvin D Snyder 1951 Stephen J Weinberg 1962Gold $500 - $999David J Adelman 1991 David H Phillips 1980Silver $250 - $499Honorable David A Katz 1952 Donald L Kaufman 1950 James D Lockshin 1943 Mark S Ungar 1982David N Worshil 1954Bronze $150 - $249Andrew A Dunsky 1982Dr. Kenneth T Goldstein 1970 Jeffrey L Holden 1961 Michael J Kurman 1970 Rabbi Andrew M Paley 1987 Marc A Vosen 1973

SIGMA GAMMATulane UniversityGold $500 - $999Robert J Footlick 1958Silver $250 - $499Dr. David S Cole 1987Dr. Jeffrey H Korotkin 1966 Lowell R Moret 1959Joel B Piassick 1959 Jonathan D Wax 1990 Howard M. Weinman 1961Bronze $150 - $249Dr. Norman D Freid 1960 Gerald D. Horowitz 1957 Dr. Alan G Kaye 1987 Robert E Morris 1953

SIGMA DELTARutgers State University of New JerseyPlatinum $1,000 +Edward M Brandman 1987 Dick Nierenberg 1955Gold $500 - $999Dr. Lawrence Gettleman 1959

Con’t.

Page 18: Sigma Alpha Mu Foundation annual report

18

Bronze $150 - $249Melvin D Hecht 1959 Stephen A Kepniss 1969Bennett Klausner 1957Dr. Steven J Tunick 1966

SIGMA ZETAIndiana UniversityPlatinum $1,000 +Leonard Axelrod 1969 Joel A Goldman 1982Gold $500 - $999Ronald N Mora 1952Silver $250 - $499Dr. David J Frolich 1962 Stuart S Kurlander 1981 Robert J Lipsig 1961Bronze $150 - $249Leo S Cohen 1953 Eugene M Hiller 1947Lawrence A Joseph 1960 Jonathan M Kitei 1985 Keith J Libman 1966

SIGMA ETAPurdue UniversityPlatinum $1,000 +Barry M Epstein 1958 Leslie J Raffel 1960Gold $500 - $999Joel D Honigberg 1944 James S Kahan 1966 Donald J Stein 1950Silver $250 - $499Jerry Asher 1945 Frank T Crohn 1943Bronze $150 - $249Dr. Raymond Cohen 1942 Richard L Kahn 1953 Alan L Kern 1951 Michael S Mills 1966Dr. Gerald Nadler 1942 Alan R Silver 1958 Leon R Wechsler 1964

SIGMA THETAUniversity of Texas at AustinPlatinum $1,000 +Marshall BrownDr. Alexander L Eastman 1993 Adam C Singer 1986Harvey A Weisblat 1964Gold $500 - $999James R. Alexander Esq 1941 Jeffrey B Freid 1987

Kenneth E Goldberg 1972 Marvin J Kelfer 1948 Brad S Roth 1986 Silver $250 - $499Richard J Davis 1997Dr. Jeffrey D Diebner 1985 Reid F Friedman 1981 Hilton N Goldreich 1985J Bradley Greenblum 1976 Craig M Loewenstern 1986 Jordan A Pincu 1987 Edward H Rosenwasser Jr 1983 Steven C Schaffer 1983Ellis L Tudzin 1966Bronze $150 - $249Martin J Berson 1988 Philip M Engel 1954Dr. Maury N Harris 1966 Jack D Rubin 1961 Lewis D Schwartz 1967 Dr. Barry L Shulkin 1972 Richard U Simon Jr 1952 Kevin A Wechter 1984 Thomas E Wiener 1959

SIGMA IOTAUniversity of MichiganPlatinum $1,000 +Howard D Garoon 1976Gold $500 - $999Alan S Greenberg 1957 Kenneth I Shevin 1953Silver $250 - $499Howard J Levine 1948 Dr. Paul R Lichter 1957James H M Sprayregen 1979 Steven C Taub 1981Joel D Tauber 1954Bronze $150 - $249I Jeffrey Engel 1959Honorable Marc Jacobson 1952 Michael W Maddin 1959Dr. Mark P Owens 1957

SIGMA KAPPALehigh UniversityPlatinum $1,000 +Clifford A White 1979Gold $500 - $999Henry P Goldberg 1966 Bradley C Unger 1994Silver $250 - $499Jeffrey J Silverman 1984Bronze $150 - $249Vincent E Rusciano 1997

1

1

P

1

1

1

1

1

1

Page 19: Sigma Alpha Mu Foundation annual report

19

Honor Roll of Donors 2011-2012 Sigma

Alpha Mu

SIGMA NUUniversity of WashingtonSilver $250 - $499Aaron M Epstein 1948

SIGMA XIUniversity of ManitobaPlatinum $1,000 +Raymond S Turgel 1943Bronze $150 - $249Dr. Howard E. Book 1959 Dr. Martin Brotman 1955

SIGMA OMNICRONUniversity of Nebraska-LincolnGold $500 - $999Howard M Kooper 1958Silver $250 - $499Dr. Alan J Heeger 1954Bronze $150 - $249H Richard Garber 1954 Andrew E Goodman 1964 Dr. James G Marx 1967 Irvin Yaffe 1937

SIGMA PIUniversity of California-Los AngelesPlatinum $1,000 +Herbert A Kraft 1942Gold $500 - $999Kenneth J Friedman 1954 Morton A Lakretz 1943Silver $250 - $499Irving Codron 1951 Merwin S Goldsmith 1957 Bernard S Greenfield 1967 Michael B Hirsch 1991 Alan Jarrick 1967Bronze $150 - $249Gene Lee Kermin 1949 Melvyn A Kohn 1961

Stanley C Minsk 1944 Arthur M Spander 1956 Jerry M Wise 1984

SIGMA RHOUniversity of MissouriSilver $250 - $499Robert M Dolgin 1960Bronze $150 - $249Richard S Brockman 1951 Mark C Kodner 1980

SIGMA SIGMAUniversity of California-BerkeleyPlatinum $1,000 +Lowell J Milken 1967 Michael R Milken 1965 Richard V Sandler 1967Gold $500 - $999Robert F Ford 1981 Andrew E Shapiro 1981 Dr. Ronald B Stein 1954Silver $250 - $499Irving Goldberg 1945 Albert Praw 1966Dustin M Preisler 1998 Cecil W Weintraub 1949Bronze $150 - $249Franklin M Battat 1952 David A Freeman 1956 Herbert Lakritz 1954 Michael L Simon 1956

SIGMA TAUUniversity of OregonSilver $250 - $499Don H Rotenberg 1952Bronze $150 - $249Solomon Menashe 1948

SIGMA PHIBucknell UniversityGold $500 - $999Ernest M Kalman 1954Bronze $150 - $249Fredric V Giffords 1960 Ari S Lewis 1990 Robert A Spielman 1971

SIGMA CHIUniversity of Maryland - College ParkPlatinum $1,000 +Howard B Miller 1954Silver $250 - $499Richard J Lessans 1966

Con’t.

1

1

Page 20: Sigma Alpha Mu Foundation annual report

20

Bronze $150 - $249Elliott E Lapin 1944Neal A Post 1992 Edward M Snider 1951 Dr. Nathan Stofberg 1952

SIGMA OMEGANorth Carolina State UniversityPlatinum $1,000 +Roy M Neulicht 1969 Richard H Williamson 1960Silver $250 - $499Dr. Leland E Garrett Jr 1969 Stephen L Rann 1968Bronze $150 - $249Peter Lehrer 1960 Patrick I Woody 1986

OTHERPlatinum $1,000 + Madeline F. FlorenceGold $500 - $1,000John & Mary Agresta Robert Gettleman Silver $250 - $500Maria F. Mandel, Kappa DeltaBronze $150 - $250Doris Payne Phillip & Donna Soroky Dave Westol

COMPANIES & FOUNDATIONSPlatinum $1,000+AIG Matching Gifts Cliff & Deborah White Family Fund Earle I Mack Foundation Eleanor & Herbert Kraft Family Foundation Joan & Irwin Jacobs Fund Jules H. & Marilyn R. Last Charitable Fund L & S Milken Foundation Larry & Julia Pollock Family Philanthropic Fund Leslie J. Raffel Foundation Milken Family Foundation Penni & Stephen Weinberg Fund Richard & Ellen Sandler Family Foundation Robert Fagenson Family Fund Sidney & Bobette Guller Family Foundation Sigma Alpha Mu Foundation of CANADA Stuart & Jill Siegel Charitable Foundation Terry & Jane Semel Charitable FoundationUnited Way of Southeastern Pennsylvania Weisblat Philanthropic FundZimmer Family Foundation

Gold $500 - $1,000 Andrew & Audrey Shapiro Charitable Fund Bley Stein Foundation Community Share of MN Friedman Family Foundation Henry & Pamela Goldberg Philanthropic Fund La Kretz Family Foundation Newman Family Foundation Phi 2011 SAM Reunion Stephanie & Jared Miller FundThompson Reuters Silver $250 - $500 Anissa & Reid Friedman Charitable Gift FundBrooks Family Foundation Donald L. Kaufman Foundation Google Matching Gifts Irv Goldberg Family Philanthropic FundJewish Federation of Greater Atlanta Lipsig Family Philanthropic Fund Network for Good Richard Davis Philanthropic Fund Robert & Deborah Dolgin Charitable FundRobert S. Siskin Family FundSteve & Susan Schaffer Charitable Fund Steven & Benay Taub Family FundBronze $150 - $250Ameriprise Financial Matching Gift Foundation Ed Snider FoundationJoseph Family Philanthropic Fund Mickey Shapiro Charitable Trust Milwaukee Jewish Federation OdysseyRE Sirlin Family Charitable Fund of Schwab Charitable FundsWeintraub Charitable Foundation

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

Sigma Iota Chapter Leadership Development participants

Page 21: Sigma Alpha Mu Foundation annual report

21

FinancialHighlights

Revenue

Expenses

Net Assets

Contributions $326,230 22% $382,536 94%Investment Return $1,011,146 46% ($41,581) -10%

Change in allowance for

uncollectible pleges$48,155 3% $7256 2%

Other $97,834 7% $60,407 15%Total $1,483,365 100% $408,618 100%

Program $204,442 41% $370,267 55%Management and

general $203,847 41% $218,382 33%

Fundraising $85,067 17% $82,994 12%Total $493,356 100% $671,643 100%

Restricted $6,673,210 94% $6,535,234 96%Unrestricted $415,729 6% $290,680 4%

Total $7,088,939 100% $6,825,914 100%

Amount % of Total Amount % of

Total

2010-2011 2011-2012

Page 22: Sigma Alpha Mu Foundation annual report

For more information please contact us at:

Sigma Alpha Mu Foundation8701 Founders Road

Indianapolis, IN 46268Phone: 317.789.8339

Fax: 317.824.1505Email: [email protected]

Web: http://www.sam-fdn.orgMaria Mandel, Director of Scholarships and Donor Relations

Phyllis Grzeskowiak, Administrative Assistant

It is the mission of the Sigma Alpha Mu Foundation to support the educational interests and activities of Sigma Alpha Mu Fraternity, to furnish student aid, and to encourage and develop conduct and traits of character consistent with high morals, constructive citizenship, scholarship, leadership and community service.

Sigma Alpha Mu was founded in 1909 at the College of the City of New York as a fraternity of Jewish men.

The Sigma Alpha Mu Foundation is a 501 (c) (3) organization. Gifts made to the Foundation are tax-deductible.

Sigma Alpha Mu Foundation is a member of the National Scholarship Providers Association.