FURP.ORG / PUBLIC DATA EXPLORER

SIGMA TAU GAMMA FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SIGMA TAU GAMMA FOUNDATION INC (EIN 43-6071658)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-04
IRS object ID
202400649349300025
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-04T12:53:11-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19229 DELEGATES ROW STE 250AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436071658EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIGMA TAU GAMMA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIGMBusinessNameControlTxt
Phone3176441920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18741 FOUNDERS ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWP BARLOW JRPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone3176441920PhoneNum
Signature2024-03-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWPPersonFirstNm
Person LastBARLOW JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KEITH CPAPreparerPersonNm
PTINP00963290PTIN
Phone3173475200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWP BARLOW JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18741 FOUNDERS ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,325,180GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSIGTAU.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionPROVIDE FRATERNITY STUDENT GRANTS FOR SCHOLARSHIPS AND LEADERSHIP EDUCATIONAL OPPORTUNITIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$298,253PYContributionsGrantsAmt
CY Contributions Grants$263,860CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$147,722PYInvestmentIncomeAmt
CY Investment Income$32,050CYInvestmentIncomeAmt
PY Other Revenue$2,666PYOtherRevenueAmt
CY Other Revenue$1,568CYOtherRevenueAmt
PY Total Revenue$448,641PYTotalRevenueAmt
CY Total Revenue$297,478CYTotalRevenueAmt
PY Grants And Similar Paid$127,378PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$126,377CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$137,550PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$98,545CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$4,569PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$3,558CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$68,461CYTotalFundraisingExpenseAmt
PY Other Expenses$155,517PYOtherExpensesAmt
CY Other Expenses$131,630CYOtherExpensesAmt
PY Total Expenses$425,014PYTotalExpensesAmt
CY Total Expenses$360,110CYTotalExpensesAmt
PY Revenues Less Expenses$23,627PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$62,632CYRevenuesLessExpensesAmt
Total Assets BOY$2,652,488TotalAssetsBOYAmt
Total Assets EOY$2,748,892TotalAssetsEOYAmt
Total Liabilities BOY$99,976TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,026TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,552,512NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,718,866NetAssetsOrFundBalancesEOYAmt
MissionUSES CHARITABLE DONATIONS FROM ALUMNI AND FRIENDS TO PROVIDE COLLEGE STUDENT MEMBERS OF FRATERNITY CHAPTERS WITH SCHOLARSHIPS, LEADERSHIP AND CITIZENSHIP SEMINARS, EDUCATIONAL CONSULTANT SERVICES AND EDUCATIONAL PUBLICATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$47,394ExpenseAmt
DescSTAFF LEADERSHIP TRAINING AND CONSULTATION SERVICES ADDRESSING SCHOLASTIC ACHIEVEMENT, ORGANIZATIONAL MANAGEMENT, DRUG AND ALCOHOL ABUSE PREVENTION, CITIIZENSHIP AND COMMUNITY ACTION, INCLUDING PROGRAM DEVELOPMENT, TRAVEL, AND SUPPORT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$107,297ExpenseAmt
Grant$107,297GrantAmt
DescLEADERSHIP TRAINING GRANTS TO SIGMA TAU GAMMA FRATERNITY: 3 DAY SEMINAR FOR APPROX 50 COLLEGE STUDENT LEADERS ANNUALLY, ADDRESSING SCHOLASTIC ACHIEVEMENT, DRUG AND ALCOHOL ABUSE PREVENTION, CITIZENSHIP AND COMMUNITY ACTION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$19,080ExpenseAmt
Grant$19,080GrantAmt
DescSCHOLARSHIPS AND GRANTS FOR STUDY BY UNDERGRADUATE AND GRADUATE STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$173,771TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWP BARLOW JRPersonNm
Phone3176441920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18741 FOUNDERS ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOHN ESPY
TRUSTEE2.00Yes (X)$0$0$0
BEN HOLDREN
TRUSTEE2.00Yes (X)$0$0$0
BRAD BARTELS
TRUSTEE2.00Yes (X)$0$0$0
DW COLE
TRUSTEE2.00Yes (X)$0$0$0
CARL BARBER-STEELE
TRUSTEE2.00Yes (X)$0$0$0
PAUL MUELLER
TRUSTEE2.00Yes (X)$0$0$0
ROBERT WOJCIK
TRUSTEE2.00Yes (X)$0$0$0
SHAWN KELLY
PAST CHAIRMAN2.00Yes (X)$0$0$0
JEFF RUSSO
CHAIRMAN10.00Yes (X)$0$0$0Yes (X)
MATT REA
VICE CHAIRMAN - GRANTS, SECRETARY5.00Yes (X)$0$0$0Yes (X)
PAUL MOTIN
VICE CHAIRMAN - INVESTMENTS5.00Yes (X)$0$0$0Yes (X)
MICHAEL MATZNICK
VICE CHAIRMAN - FUNDRAISING8.00Yes (X)$0$0$0Yes (X)
PAUL PHILLIPS
VICE CHAIRMAN - FINANCE5.00Yes (X)$0$0$0Yes (X)
WP BARLOW JR
CHIEF EXECUTIVE OFFICER10.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$263,860AllOtherContributionsAmt
Total Contributions$263,860TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,815TotalRevenueColumnAmt
Exclusion$73,815ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$985,937SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,027,702SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$41,765SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$41,765TotalRevenueColumnAmt
Exclusion-$41,765ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,568TotalRevenueColumnAmt
Related Or Exempt Func Income$1,568RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,568OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$297,478TotalRevenueColumnAmt
Related Or Exempt Func Income$1,568RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$32,050ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$107,297TotalAmt
Program Services$107,297ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$19,080TotalAmt
Program Services$19,080ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$92,854TotalAmt
Program Services$17,344ProgramServicesAmt
Management And General$38,522ManagementAndGeneralAmt
Fundraising$36,988FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,444TotalAmt
Management And General$3,444ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,247TotalAmt
Management And General$2,247ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,113TotalAmt
Management And General$20,113ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$3,558TotalAmt
Fundraising$3,558FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,720TotalAmt
Management And General$15,720ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,458TotalAmt
Program Services$10,156ProgramServicesAmt
Management And General$517ManagementAndGeneralAmt
Fundraising$9,785FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,735TotalAmt
Management And General$2,658ManagementAndGeneralAmt
Fundraising$1,077FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,052TotalAmt
Program Services$1,705ProgramServicesAmt
Management And General$13,642ManagementAndGeneralAmt
Fundraising$1,705FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,066TotalAmt
Program Services$12,104ProgramServicesAmt
Management And General$2,699ManagementAndGeneralAmt
Fundraising$1,263FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,636TotalAmt
Program Services$2,039ProgramServicesAmt
Management And General$3,597ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,035TotalAmt
Management And General$6,035ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING$8,178$2,171$2,170$3,837
MISCELLANEOUS$7,064$1,875$1,495$3,694
DONOR RECOGNITION$6,554$6,554
BANK AND CC FEES$4,144$4,144

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$875TotalAmt
Management And General$875ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$360,110TotalAmt
Program Services$173,771ProgramServicesAmt
Management And General$117,878ManagementAndGeneralAmt
Fundraising$68,461FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$75,668BOYAmt
EOY$87,365EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$118,218BOYAmt
EOY$312,559EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,260BOYAmt
EOY$385EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$65BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$592,560BOYAmt
EOY$526,851EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$13,105BOYAmt
EOY$10,320EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,338BOYAmt
EOY$1,266EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$66,809LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$52,304LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,192BOYAmt
EOY$14,505EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,775,883BOYAmt
EOY$1,734,665EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$60,199BOYAmt
EOY$60,976EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,652,488BOYAmt
EOY$2,748,892EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,760BOYAmt
EOY$6,648EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,216BOYAmt
EOY$23,378EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$99,976BOYAmt
EOY$30,026EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$748,805BOYAmt
EOY$691,824EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,803,707BOYAmt
EOY$2,027,042EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,552,512BOYAmt
EOY$2,718,866EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,652,488BOYAmt
EOY$2,748,892EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$62,632ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$228,210NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$776OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$334,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$382,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$357,079CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,253CurrentTaxYearMinus1YearAmt
Current Tax Year$263,860CurrentTaxYearAmt
Total$1,635,534TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$334,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$382,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$357,079CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,253CurrentTaxYearMinus1YearAmt
Current Tax Year$263,860CurrentTaxYearAmt
Total$1,635,534TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$101,741CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,174CurrentTaxYearMinus1YearAmt
Current Tax Year$89,847CurrentTaxYearAmt
Total$486,496TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$101,741CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,174CurrentTaxYearMinus1YearAmt
Current Tax Year$89,847CurrentTaxYearAmt
Total$486,496TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,149,038PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,269CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,032CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,713CurrentTaxYearMinus1YearAmt
Current Tax Year$73,815CurrentTaxYearAmt
Total$269,397TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,269CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,032CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,713CurrentTaxYearMinus1YearAmt
Current Tax Year$73,815CurrentTaxYearAmt
Total$269,397TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,760CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,492CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,666CurrentTaxYearMinus1YearAmt
Current Tax Year$1,568CurrentTaxYearAmt
Total$35,068TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$378,293CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$441,228CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$414,603CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$366,632CurrentTaxYearMinus1YearAmt
Current Tax Year$339,243CurrentTaxYearAmt
Total$1,939,999TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.59230PublicSupportCY509Pct
Public Support PY5090.59860PublicSupportPY509Pct
Investment Income CY0.13890InvestmentIncomeCYPct
Investment Income PY0.12590InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$476,002BeginningYearBalanceAmt
Contributions$100ContributionsAmt
Investment Earnings Or Losses$60,177InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,000GrantsOrScholarshipsAmt
End Year Balance$522,279EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$539,156BeginningYearBalanceAmt
Investment Earnings Or Losses-$54,154InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,000GrantsOrScholarshipsAmt
End Year Balance$476,002EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$448,690BeginningYearBalanceAmt
Contributions$4,294ContributionsAmt
Investment Earnings Or Losses$94,672InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,500GrantsOrScholarshipsAmt
End Year Balance$539,156EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$438,961BeginningYearBalanceAmt
Investment Earnings Or Losses$18,229InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,500GrantsOrScholarshipsAmt
End Year Balance$448,690EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$460,118BeginningYearBalanceAmt
Investment Earnings Or Losses$27,468InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,500GrantsOrScholarshipsAmt
Other Expenditures$17,125OtherExpendituresAmt
End Year Balance$438,961EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54951PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.45049TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,809OtherCostOrOtherBasisAmt
Depreciation$52,304DepreciationAmt
Book Value$14,505BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,505TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
Amt$23,378Amt
FieldValueIRS element (for citing)
Total Liability$23,378TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$510,744TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$228,210NetUnrealizedGainsInvstAmt
Other Revenue$776OtherRevenueAmt
Revenue Not Reported$228,986RevenueNotReportedAmt
Revenue Subtotal$281,758RevenueSubtotalAmt
Investment Expenses Not Incld$15,720InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$15,720RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$297,478TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$344,390TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$344,390ExpensesSubtotalAmt
Investment Expenses Not Incld2$15,720InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$15,720ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$360,110TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION USES ITS ENDOWMENT FUNDS TO GENERATE INCOME WHICH PRODUCES GRANTS, SCHOLARSHIPS, AND EDUCATIONAL PROGRAMMING SUPPORTING THE PHILANTHROPIC MISSION OF THE FOUNDATION.
PART X, LINE 2:THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GAAP.
PART XI, LINE 2D - OTHER ADJUSTMENTS:LIFE INSURANCE CASH VALUE 776.
PART V, LINE 4:THE ENDOWMENT FUNDS WILL BE USED TO PROVIDE GRANTS FOR EDUCATIONAL PROGRAMS AND SCHOLARSHIPS TO MEMBERS OF SIGMA TAU GAMMA FRATERNITY.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SIGMA TAU GAMMA FRATERNITY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18741 FOUNDERS ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
Recipient EIN430689936RecipientEIN
IRC Section501(C)(7)IRCSectionDesc
Cash Grant$107,297CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantEDUCATIONAL AND LEADERSHIP PROGRAMSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS TO COLLEGE STUDENTSGrantTypeTxt
Recipient27RecipientCnt
Cash Grant$19,080CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAPPLICATIONS INCLUDE CERTAIN ELIGIBILITY REQUIREMENTS INCLUDING BUT NOT LIMITED TO BEING A FULL-TIME STUDENT, MAINTAINING A MINIMUM GRADE POINT AVERAGE, AND/OR PROVIDING EVIDENCE OF FINANCIAL NEED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2ATHE FOUNDATION HAS NO EMPLOYEES. ALL PERSONNEL ARE COMPENSATED BY SIGMA TAU GAMMA FRATERNITY, INC. AN ALLOCATION OF SALARIES FROM THE SIGMA TAU GAMMA FRATERNITY IN THE AMOUNT OF $92,854 HAS BEEN INCLUDED ON FORM 990, PART IX, LINE 7.
FORM 990, PART VI, SECTION A, LINE 6THE FOUNDATION HAS MEMBERS WHO ARE ELECTED BIENNIALLY AT THE SIGMA TAU GAMMA FRATERNITY CONVENTION.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS ELECT ANNUALLY ONE THIRD OF THE MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS DISTRIBUTED ELECTRONICALLY TO EACH MEMBER OF THE BOARD OF TRUSTEES, THEN A TELECONFERENCE IS HELD TO REVIEW THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AT THE FIRST MEETING OF THE FISCAL YEAR. ANY POTENTIAL CONFLICTS MUST BE LISTED ON THE ACKNOWLEDGEMENT FORM.
FORM 990, PART VI, SECTION B, LINE 15ATHE FOUNDATION HAS NO EMPLOYEES. THE CHIEF EXECUTIVE OFFICER OF THE FOUNDATION IS COMPENSATED BY SIGMA TAU GAMMA FRATERNITY INC. A REVIEW OF THE CHIEF EXECUTIVE OFFICER IS CONDUCTED ANNUALLY BY THE FRATERNITY'S FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SETS THIS EMPLOYEE'S COMPENSATION BASED UPON PERFORMANCE AND COMPARABLE COMPENSATION AS REPORTED IN PROFESSIONAL SOCIETY SURVEYS AND LOCAL DATA.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS ANNUAL FORM 990 AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST.
FORM 990, PART VI, SECTION C, LINE 19SIGMA TAU GAMMA FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 9:LIFE INSURANCE CASH VALUE 776.
FORM 990, PART XII, 2CTHE FOUNDATION UTILIZES AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS, REVIEW OF FORM 990, AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT.