2024-03-04T12:53:11-06:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2022-07-01 436071658 SIGMA TAU GAMMA FOUNDATION INC SIGM 3176441920 8741 FOUNDERS ROAD INDIANAPOLIS IN 46268 WP BARLOW JR CHIEF EXECUTIVE OFFICER 3176441920 2024-03-01 1 WP BARLOW JR 999009999 1 CHRISTINE KEITH CPA P00963290 3173475200 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WP BARLOW JR 8741 FOUNDERS ROAD INDIANAPOLIS IN 46268 1325180 0 X SIGTAU.ORG X 1977 MO PROVIDE FRATERNITY STUDENT GRANTS FOR SCHOLARSHIPS AND LEADERSHIP EDUCATIONAL OPPORTUNITIES. 13 13 0 40 0 0 298253 263860 0 0 147722 32050 2666 1568 448641 297478 127378 126377 0 0 137550 98545 4569 3558 68461 155517 131630 425014 360110 23627 -62632 2652488 2748892 99976 30026 2552512 2718866 USES 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. 0 0 47394 STAFF 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. 107297 107297 LEADERSHIP 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. 19080 19080 SCHOLARSHIPS AND GRANTS FOR STUDY BY UNDERGRADUATE AND GRADUATE STUDENTS. 173771 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AR CA CO CT FL HI IL KS KY ME MD MA MI MS MN NH NJ NM NY NC ND NV OH OK OR PA RI SC TN UT VA WA WV WI GA X WP BARLOW JR 3176441920 8741 FOUNDERS ROAD INDIANAPOLIS IN 46268 X JOHN ESPY TRUSTEE 2.00 X 0 0 0 BEN HOLDREN TRUSTEE 2.00 X 0 0 0 BRAD BARTELS TRUSTEE 2.00 X 0 0 0 DW COLE TRUSTEE 2.00 X 0 0 0 CARL BARBER-STEELE TRUSTEE 2.00 X 0 0 0 PAUL MUELLER TRUSTEE 2.00 X 0 0 0 ROBERT WOJCIK TRUSTEE 2.00 X 0 0 0 SHAWN KELLY PAST CHAIRMAN 2.00 X 0 0 0 JEFF RUSSO CHAIRMAN 10.00 X X 0 0 0 MATT REA VICE CHAIRMAN - GRANTS, SECRETARY 5.00 X X 0 0 0 PAUL MOTIN VICE CHAIRMAN - INVESTMENTS 5.00 X X 0 0 0 MICHAEL MATZNICK VICE CHAIRMAN - FUNDRAISING 8.00 X X 0 0 0 PAUL PHILLIPS VICE CHAIRMAN - FINANCE 5.00 X X 0 0 0 WP BARLOW JR CHIEF EXECUTIVE OFFICER 10.00 X X 0 0 0 0 0 0 0 0 0 0 0 263860 263860 73815 73815 985937 1027702 -41765 -41765 -41765 MISCELLANEOUS 900099 1568 1568 1568 297478 1568 0 32050 107297 107297 19080 19080 92854 17344 38522 36988 3444 3444 2247 2247 20113 20113 3558 3558 15720 15720 20458 10156 517 9785 3735 2658 1077 17052 1705 13642 1705 16066 12104 2699 1263 5636 2039 3597 6035 6035 PRINTING 8178 2171 2170 3837 MISCELLANEOUS 7064 1875 1495 3694 DONOR RECOGNITION 6554 6554 BANK AND CC FEES 4144 4144 875 875 360110 173771 117878 68461 75668 87365 118218 312559 1260 385 65 0 592560 526851 13105 10320 4338 1266 66809 52304 11192 14505 1775883 1734665 60199 60976 2652488 2748892 52760 6648 47216 23378 99976 30026 X 748805 691824 1803707 2027042 2552512 2718866 2652488 2748892 X -62632 228210 776 X X 0 1 X 1 0 X 334143 382199 357079 298253 263860 1635534 334143 382199 357079 298253 263860 1635534 102320 101741 79414 113174 89847 486496 0 102320 101741 79414 113174 89847 486496 1149038 37568 37269 55032 65713 73815 269397 37568 37269 55032 65713 73815 269397 6582 21760 2492 2666 1568 35068 378293 441228 414603 366632 339243 1939999 0.59230 0.59860 0.13890 0.12590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 476002 100 60177 14000 522279 539156 -54154 9000 476002 448690 4294 94672 8500 539156 438961 18229 8500 448690 460118 27468 31500 17125 438961 0.00000 0.54951 0.45049 0 0 66809 52304 14505 14505 DUE TO AFFILIATE 23378 23378 X 510744 228210 776 228986 281758 15720 15720 297478 344390 0 344390 15720 15720 360110 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. 1 SIGMA TAU GAMMA FRATERNITY INC 8741 FOUNDERS ROAD INDIANAPOLIS IN 46268 430689936 501(C)(7) 107297 0 EDUCATIONAL AND LEADERSHIP PROGRAMS 0 1 SCHOLARSHIPS TO COLLEGE STUDENTS 27 19080 PART I, LINE 2: APPLICATIONS 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. FORM 990, PART V, LINE 2A THE 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 6 THE FOUNDATION HAS MEMBERS WHO ARE ELECTED BIENNIALLY AT THE SIGMA TAU GAMMA FRATERNITY CONVENTION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT ANNUALLY ONE THIRD OF THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 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 12C THE 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 15A THE 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 18 THE ORGANIZATION MAKES ITS ANNUAL FORM 990 AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 SIGMA 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, 2C THE 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.