<br />
THE WHARTON FUND<br />
ANNUAL<br />
REPORT<br />
2013<br />
2014<br />
Recognizing donors to The Wharton Fund<br />
from July 1, 2013 through June 30, 2014<br />
Founded in 1881 as the first collegiate<br />
business school, the Wharton School of the<br />
University of Pennsylvania is recognized<br />
globally for intellectual leadership and<br />
ongoing innovation across every major<br />
discipline of business education. With a<br />
broad global community and one of the most<br />
published business school faculties, Wharton<br />
creates economic and social value around the<br />
world. The School has 5,000 undergraduate,<br />
MBA, executive MBA, and doctoral students;<br />
more than 9,000 participants in executive<br />
education programs annually and a powerful<br />
alumni network of 93,000 graduates.<br />
THE WHARTON FUND ANNUAL REPORT 2013-2014<br />
1<br />
CONTENTS<br />
2 Letter from the Dean<br />
<a title="WhartonFundAR_11.21.14 page 1" href="http://viewer.zmags.com/publication/229fbb29?page=1"> THE WHARTON FUND ANNUAL REPORT 2013 2014 </a>
<a title="WhartonFundAR_11.21.14 page 2" href="http://viewer.zmags.com/publication/229fbb29?page=2"> Founded in 1881 as the first collegiate busi</a>
<a title="WhartonFundAR_11.21.14 page 3" href="http://viewer.zmags.com/publication/229fbb29?page=3"> 1 CONTENTS 2 Letter from the Dean 4 Wha</a>
<a title="WhartonFundAR_11.21.14 page 4" href="http://viewer.zmags.com/publication/229fbb29?page=4"> FROM THE DEAN Dear Alumni and Friends, Thank </a>
<a title="WhartonFundAR_11.21.14 page 5" href="http://viewer.zmags.com/publication/229fbb29?page=5"> 3</a>
<a title="WhartonFundAR_11.21.14 page 6" href="http://viewer.zmags.com/publication/229fbb29?page=6"> WHARTON EXECUTIVE BOARDS BOARD OF OVERSEERS Will</a>
<a title="WhartonFundAR_11.21.14 page 7" href="http://viewer.zmags.com/publication/229fbb29?page=7"> Angelo J. Y. Koo, WG’93 Catherine K. Leung, W’90 </a>
<a title="WhartonFundAR_11.21.14 page 8" href="http://viewer.zmags.com/publication/229fbb29?page=8"> GIVING AT A GLANCE: THE WHARTON FUND 2013-2014 </a>
<a title="WhartonFundAR_11.21.14 page 9" href="http://viewer.zmags.com/publication/229fbb29?page=9"> CULTIVATING THE FUTURE OF THE WHARTON SCHOOL FAC</a>
<a title="WhartonFundAR_11.21.14 page 10" href="http://viewer.zmags.com/publication/229fbb29?page=10"> CULTIVATING THE FUTURE OF THE WHARTON SCHOOL fa</a>
<a title="WhartonFundAR_11.21.14 page 11" href="http://viewer.zmags.com/publication/229fbb29?page=11"> students from 10 prominent business schools acros</a>
<a title="WhartonFundAR_11.21.14 page 12" href="http://viewer.zmags.com/publication/229fbb29?page=12"> CULTIVATING THE FUTURE OF THE WHARTON SCHOOL MBA </a>
<a title="WhartonFundAR_11.21.14 page 13" href="http://viewer.zmags.com/publication/229fbb29?page=13"> THE BENJAMIN FRANKLIN SOCIETY AT THE WHARTON SCHO</a>
<a title="WhartonFundAR_11.21.14 page 14" href="http://viewer.zmags.com/publication/229fbb29?page=14"> THIS SECTION RECOGNIZES donors who made outright </a>
<a title="WhartonFundAR_11.21.14 page 15" href="http://viewer.zmags.com/publication/229fbb29?page=15"> Deborah Gohh Ouyang, WG’81 and Paul L. H. Ouyan</a>
<a title="WhartonFundAR_11.21.14 page 16" href="http://viewer.zmags.com/publication/229fbb29?page=16"> THE BENJAMIN FRANKLIN SOCIETY William Thomas Loc</a>
<a title="WhartonFundAR_11.21.14 page 17" href="http://viewer.zmags.com/publication/229fbb29?page=17"> Clare Cushman George A. Davala, WG’84 James W. Da</a>
<a title="WhartonFundAR_11.21.14 page 18" href="http://viewer.zmags.com/publication/229fbb29?page=18"> Sridhar Rajagopalan, WG’00 Rosanna L. Ramos-Velit</a>
<a title="WhartonFundAR_11.21.14 page 19" href="http://viewer.zmags.com/publication/229fbb29?page=19"> Jeanne Ehrenkranz Fogel, C’92, WG’97 and Darren</a>
<a title="WhartonFundAR_11.21.14 page 20" href="http://viewer.zmags.com/publication/229fbb29?page=20"> THE BENJAMIN FRANKLIN SOCIETY Kathleen L. McIlwa</a>
<a title="WhartonFundAR_11.21.14 page 21" href="http://viewer.zmags.com/publication/229fbb29?page=21"> Frederick P. Zarrilli, WG’84 Lori G. Koffman, WG’</a>
<a title="WhartonFundAR_11.21.14 page 22" href="http://viewer.zmags.com/publication/229fbb29?page=22"> THE WHARTON FUND 2014 FISCAL YEAR The following s</a>
<a title="WhartonFundAR_11.21.14 page 23" href="http://viewer.zmags.com/publication/229fbb29?page=23"> MBA CLASSES CLASS OF 1943 Up to $249 William R. </a>
<a title="WhartonFundAR_11.21.14 page 24" href="http://viewer.zmags.com/publication/229fbb29?page=24"> MBA CLASSES $500 to $999 Harvey Grossman^~ B. T.</a>
<a title="WhartonFundAR_11.21.14 page 25" href="http://viewer.zmags.com/publication/229fbb29?page=25"> $1,000 to $2,499 Edward A. Weinstein^ $500 to $9</a>
<a title="WhartonFundAR_11.21.14 page 26" href="http://viewer.zmags.com/publication/229fbb29?page=26"> MBA CLASSES Frederick Klutey, Jr. Lee M. Kucera^</a>
<a title="WhartonFundAR_11.21.14 page 27" href="http://viewer.zmags.com/publication/229fbb29?page=27"> Robert M. Harting^ Kenneth P. Heinze^ John B. Hen</a>
<a title="WhartonFundAR_11.21.14 page 28" href="http://viewer.zmags.com/publication/229fbb29?page=28"> MBA CLASSES $10,000 to $24,999 Thomas L. Gipson^</a>
<a title="WhartonFundAR_11.21.14 page 29" href="http://viewer.zmags.com/publication/229fbb29?page=29"> Robert M. Davis^ Thomas S. Drumm E. K. Furst~ Lau</a>
<a title="WhartonFundAR_11.21.14 page 30" href="http://viewer.zmags.com/publication/229fbb29?page=30"> MBA CLASSES Anthony J. Tonti^ John S. Trezos Dav</a>
<a title="WhartonFundAR_11.21.14 page 31" href="http://viewer.zmags.com/publication/229fbb29?page=31"> Paul S. Marshall Michael A. Mates^ John C. Mitkus</a>
<a title="WhartonFundAR_11.21.14 page 32" href="http://viewer.zmags.com/publication/229fbb29?page=32"> MBA CLASSES </a>
<a title="WhartonFundAR_11.21.14 page 33" href="http://viewer.zmags.com/publication/229fbb29?page=33"> $25,000 to $49,999 David N. Fleischer^ Judith E. </a>
<a title="WhartonFundAR_11.21.14 page 34" href="http://viewer.zmags.com/publication/229fbb29?page=34"> “I am proud of the Wharton spirit of energy and </a>
<a title="WhartonFundAR_11.21.14 page 35" href="http://viewer.zmags.com/publication/229fbb29?page=35"> MBA CLASSES William A. Bruno Carol R. Burnett^ F</a>
<a title="WhartonFundAR_11.21.14 page 36" href="http://viewer.zmags.com/publication/229fbb29?page=36"> MBA CLASSES Gordon N. Teague, Jr. Marc R. Vandam</a>
<a title="WhartonFundAR_11.21.14 page 37" href="http://viewer.zmags.com/publication/229fbb29?page=37"> $250 to $499 Herbert E. Althouse, Jr.^ Lorraine L</a>
<a title="WhartonFundAR_11.21.14 page 38" href="http://viewer.zmags.com/publication/229fbb29?page=38"> MBA CLASSES Nancy E. Melcher Mark D. Niehaus^ El</a>
<a title="WhartonFundAR_11.21.14 page 39" href="http://viewer.zmags.com/publication/229fbb29?page=39"> Stephen R. Munger Louis J. Paglia^ Joseph L. Prie</a>
<a title="WhartonFundAR_11.21.14 page 40" href="http://viewer.zmags.com/publication/229fbb29?page=40"> MBA CLASSES Cheryl M. Davidson Marlene J. Deleon</a>
<a title="WhartonFundAR_11.21.14 page 41" href="http://viewer.zmags.com/publication/229fbb29?page=41"> Deborah L. Origer~ Robert E. Paladino H. D. Perki</a>
<a title="WhartonFundAR_11.21.14 page 42" href="http://viewer.zmags.com/publication/229fbb29?page=42"> MBA CLASSES Alain R. Valles^ Cynthia P. Walden M</a>
<a title="WhartonFundAR_11.21.14 page 43" href="http://viewer.zmags.com/publication/229fbb29?page=43"> Michael L. Rubenstein Dennis P. Shak^ Stephanie J</a>
<a title="WhartonFundAR_11.21.14 page 44" href="http://viewer.zmags.com/publication/229fbb29?page=44"> MBA CLASSES $2,500 to $4,999 Robert White Gadsde</a>
<a title="WhartonFundAR_11.21.14 page 45" href="http://viewer.zmags.com/publication/229fbb29?page=45"> $500 to $999 Saman K. Adamiyatt Dana D. Behar^ Br</a>
<a title="WhartonFundAR_11.21.14 page 46" href="http://viewer.zmags.com/publication/229fbb29?page=46"> MBA CLASSES Athena S. Lorenzo Bradley A. Lucas^ </a>
<a title="WhartonFundAR_11.21.14 page 47" href="http://viewer.zmags.com/publication/229fbb29?page=47"> “Helping the School retain and deliver excellenc</a>
<a title="WhartonFundAR_11.21.14 page 48" href="http://viewer.zmags.com/publication/229fbb29?page=48"> “I believe that if you like the governance of th</a>
<a title="WhartonFundAR_11.21.14 page 49" href="http://viewer.zmags.com/publication/229fbb29?page=49"> MBA CLASSES $5,000 to $9,999 Brian P. Keil^ Rosa</a>
<a title="WhartonFundAR_11.21.14 page 50" href="http://viewer.zmags.com/publication/229fbb29?page=50"> MBA CLASSES Michael M. Meyer Christine D. Novell</a>
<a title="WhartonFundAR_11.21.14 page 51" href="http://viewer.zmags.com/publication/229fbb29?page=51"> Germaine S. Chee Lais C. Dequadros Catherine L. F</a>
<a title="WhartonFundAR_11.21.14 page 52" href="http://viewer.zmags.com/publication/229fbb29?page=52"> MBA CLASSES Alissa J. Nagler Sheila Narayan Petr</a>
<a title="WhartonFundAR_11.21.14 page 53" href="http://viewer.zmags.com/publication/229fbb29?page=53"> CLASS OF 1997 $25,000 to $49,999 Henry H. McVey </a>
<a title="WhartonFundAR_11.21.14 page 54" href="http://viewer.zmags.com/publication/229fbb29?page=54"> MBA CLASSES Laura S. Dox Jens J. Ernberg Richard</a>
<a title="WhartonFundAR_11.21.14 page 55" href="http://viewer.zmags.com/publication/229fbb29?page=55"> Hanns H. Lee Bryce Adam Markus $2,500 to $4,999 </a>
<a title="WhartonFundAR_11.21.14 page 56" href="http://viewer.zmags.com/publication/229fbb29?page=56"> James P. Offutt Nora Ostrovskaya Jeffrey M. Perlm</a>
<a title="WhartonFundAR_11.21.14 page 57" href="http://viewer.zmags.com/publication/229fbb29?page=57"> CLASS OF 2001 $10,000 to $24,999 Yingchun Hu Jian</a>
<a title="WhartonFundAR_11.21.14 page 58" href="http://viewer.zmags.com/publication/229fbb29?page=58"> MBA CLASSES Larissa M. Donovan Kristin L. Greene</a>
<a title="WhartonFundAR_11.21.14 page 59" href="http://viewer.zmags.com/publication/229fbb29?page=59"> Kevin P. O’Keefe^ Katie M. Peterson^ Vibhav N. Pr</a>
<a title="WhartonFundAR_11.21.14 page 60" href="http://viewer.zmags.com/publication/229fbb29?page=60"> MBA CLASSES Christopher </a>
<a title="WhartonFundAR_11.21.14 page 61" href="http://viewer.zmags.com/publication/229fbb29?page=61"> Heidi Poon Ethan Evan Prater^ Huicun Qiao Harsh R</a>
<a title="WhartonFundAR_11.21.14 page 62" href="http://viewer.zmags.com/publication/229fbb29?page=62"> MBA CLASSES Mira P. Muhtadie Jaime A. Pou Jennif</a>
<a title="WhartonFundAR_11.21.14 page 63" href="http://viewer.zmags.com/publication/229fbb29?page=63"> Jeremy A. Somers Franco F. Tapia William Velez Sa</a>
<a title="WhartonFundAR_11.21.14 page 64" href="http://viewer.zmags.com/publication/229fbb29?page=64"> MBA CLASSES $2,500 to $4,999 Barbara Andrea Burt</a>
<a title="WhartonFundAR_11.21.14 page 65" href="http://viewer.zmags.com/publication/229fbb29?page=65"> $1,000 to $2,499 Rafael Chang Wayne Lesage Christ</a>
<a title="WhartonFundAR_11.21.14 page 66" href="http://viewer.zmags.com/publication/229fbb29?page=66"> MBA CLASSES Chau Tong Monisha S. Toteja Jason Ts</a>
<a title="WhartonFundAR_11.21.14 page 67" href="http://viewer.zmags.com/publication/229fbb29?page=67"> Richard Lund^ Shrikirti Mahesh Deborah Mason Edwi</a>
<a title="WhartonFundAR_11.21.14 page 68" href="http://viewer.zmags.com/publication/229fbb29?page=68"> MBA CLASSES Gokhan Celik Samantha Ceppos Frank M</a>
<a title="WhartonFundAR_11.21.14 page 69" href="http://viewer.zmags.com/publication/229fbb29?page=69"> Jane L. Fung Anna C. Garahan Patrick J. Gilbert E</a>
<a title="WhartonFundAR_11.21.14 page 70" href="http://viewer.zmags.com/publication/229fbb29?page=70"> MBA CLASSES DONORS Rodrigo Boscolo Stevens A. Bra</a>
<a title="WhartonFundAR_11.21.14 page 71" href="http://viewer.zmags.com/publication/229fbb29?page=71"> “My hope is that our class and others continue t</a>
<a title="WhartonFundAR_11.21.14 page 72" href="http://viewer.zmags.com/publication/229fbb29?page=72"> MBA CLASSES Meng Guo Samiksha Gupta Sonia S. Gup</a>
<a title="WhartonFundAR_11.21.14 page 73" href="http://viewer.zmags.com/publication/229fbb29?page=73"> Carole U. Okigbo Andrew Z. Olian Omotoni A. Osibo</a>
<a title="WhartonFundAR_11.21.14 page 74" href="http://viewer.zmags.com/publication/229fbb29?page=74"> 72 THE WHARTON FUND </a>
<a title="WhartonFundAR_11.21.14 page 75" href="http://viewer.zmags.com/publication/229fbb29?page=75"> WHARTON MBA FOR EXECUTIVES IN PHILADELPHIA Anon</a>
<a title="WhartonFundAR_11.21.14 page 76" href="http://viewer.zmags.com/publication/229fbb29?page=76"> EMBA PHILADELPHIA Maura M. Fox, WG’95 Rose-Marie</a>
<a title="WhartonFundAR_11.21.14 page 77" href="http://viewer.zmags.com/publication/229fbb29?page=77"> Yasser Mahmud, WG’06 Kevin J. Major, WG’14 Robert</a>
<a title="WhartonFundAR_11.21.14 page 78" href="http://viewer.zmags.com/publication/229fbb29?page=78"> EMBA PHILADELPHIA John R. Sinnenberg, WG’92 Ebbe</a>
<a title="WhartonFundAR_11.21.14 page 79" href="http://viewer.zmags.com/publication/229fbb29?page=79"> ~ The Hattersley Society </a>
<a title="WhartonFundAR_11.21.14 page 80" href="http://viewer.zmags.com/publication/229fbb29?page=80"> WHARTON MBA FOR EXECUTIVES IN SAN FRANCISCO Ano</a>
<a title="WhartonFundAR_11.21.14 page 81" href="http://viewer.zmags.com/publication/229fbb29?page=81"> Ryan Morris, WG’05^ Benjamin C. Mull, WG’03 Sreer</a>
<a title="WhartonFundAR_11.21.14 page 82" href="http://viewer.zmags.com/publication/229fbb29?page=82"> 80 THE WHARTON FUND </a>
<a title="WhartonFundAR_11.21.14 page 83" href="http://viewer.zmags.com/publication/229fbb29?page=83"> UNDERGRADUATE Anonymous (9) Michael G. Agha, W’</a>
<a title="WhartonFundAR_11.21.14 page 84" href="http://viewer.zmags.com/publication/229fbb29?page=84"> UNDERGRADUATE Jed A. Freifeld, W’92 Jonathan L. </a>
<a title="WhartonFundAR_11.21.14 page 85" href="http://viewer.zmags.com/publication/229fbb29?page=85"> John Montaquila III, W’88 Anne Marie Montaquila, </a>
<a title="WhartonFundAR_11.21.14 page 86" href="http://viewer.zmags.com/publication/229fbb29?page=86"> UNDERGRADUATE Alan David Schnitzer, W’88 Anne B.</a>
<a title="WhartonFundAR_11.21.14 page 87" href="http://viewer.zmags.com/publication/229fbb29?page=87"> OTHER MASTER’S AND DOCTORAL PROGRAMS Anonymous </a>
<a title="WhartonFundAR_11.21.14 page 88" href="http://viewer.zmags.com/publication/229fbb29?page=88"> David J. Miller IV, G’92, GR’98, CGS’03 Theresa E</a>
<a title="WhartonFundAR_11.21.14 page 89" href="http://viewer.zmags.com/publication/229fbb29?page=89"> ~ The Hattersley Society </a>
<a title="WhartonFundAR_11.21.14 page 90" href="http://viewer.zmags.com/publication/229fbb29?page=90"> FRIENDS, PARENTS, AND FAMILY FOUNDATIONS Anonym</a>
<a title="WhartonFundAR_11.21.14 page 91" href="http://viewer.zmags.com/publication/229fbb29?page=91"> Cutler Family Fund Metka Daly^ Daniel Fine & Sara</a>
<a title="WhartonFundAR_11.21.14 page 92" href="http://viewer.zmags.com/publication/229fbb29?page=92"> FRIENDS, PARENTS, AND FAMILY FOUNDATIONS Helen G</a>
<a title="WhartonFundAR_11.21.14 page 93" href="http://viewer.zmags.com/publication/229fbb29?page=93"> Melissa Leibowitz Lents Foundation Jill N. Lerner</a>
<a title="WhartonFundAR_11.21.14 page 94" href="http://viewer.zmags.com/publication/229fbb29?page=94"> FRIENDS, PARENTS, AND FAMILY FOUNDATIONS Morgan/</a>
<a title="WhartonFundAR_11.21.14 page 95" href="http://viewer.zmags.com/publication/229fbb29?page=95"> Arnold E. Smolnes Memorial Fund William T. Smorcz</a>
<a title="WhartonFundAR_11.21.14 page 96" href="http://viewer.zmags.com/publication/229fbb29?page=96"> MATCHING GIFT COMPANIES, CORPORATIONS, AND FOUNDA</a>
<a title="WhartonFundAR_11.21.14 page 97" href="http://viewer.zmags.com/publication/229fbb29?page=97"> Network for Good New York Life Insurance Company^</a>
<a title="WhartonFundAR_11.21.14 page 98" href="http://viewer.zmags.com/publication/229fbb29?page=98"> MBA CLASSES 96 THE WHARTON FUND ANNUAL REPORT 201</a>
<a title="WhartonFundAR_11.21.14 page 99" href="http://viewer.zmags.com/publication/229fbb29?page=99"> DONORS TO THE WHARTON FUND FOR 20 CONSECUTIVE YEA</a>
<a title="WhartonFundAR_11.21.14 page 100" href="http://viewer.zmags.com/publication/229fbb29?page=100"> DONORS TO THE WHARTON FUND FOR 20 CONSECUTIVE YEA</a>
<a title="WhartonFundAR_11.21.14 page 101" href="http://viewer.zmags.com/publication/229fbb29?page=101"> THE JOSEPH H. LAUDER INSTITUTE OF MANAGEMENT AND </a>
<a title="WhartonFundAR_11.21.14 page 102" href="http://viewer.zmags.com/publication/229fbb29?page=102"> THE LAUDER INSTITUTE Beata Juvancz, G’97, WG’97 </a>
<a title="WhartonFundAR_11.21.14 page 103" href="http://viewer.zmags.com/publication/229fbb29?page=103"> </a>
<a title="WhartonFundAR_11.21.14 page 104" href="http://viewer.zmags.com/publication/229fbb29?page=104"> </a>