ZETA BETA TAU FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ZETA BETA TAU FOUNDATION INC (EIN 80-0244485)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-13
IRS object ID: 202423189349306742
Schema version: 2023v5.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-13T13:14:25-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	882730877	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CHERRY BEKAERT ADVISORY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9229 DELEGATES ROW STE 250	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46240	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	800244485	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ZETA BETA TAU FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ZETA	BusinessNameControlTxt
Phone	3173341898	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1320 CITY CENTER DRIVE 225	AddressLine1Txt
City	CARMEL	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46032	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN STEMEN	PersonNm
Person Title	CHIEF EXECUTIVE OFFICER	PersonTitleTxt
Phone	3173341898	PhoneNum
Signature	2024-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRISTINE KEITH CPA	PreparerPersonNm
PTIN	P00963290	PTIN
Phone	3173475200	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOHN STEMEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1320 CITY CENTER DRIVE 225	AddressLine1Txt
City	CARMEL	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46032	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$16,823,989	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ZBTFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1950	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O.THE ZETA BETA TAU FOUNDATION IS A NONPROFIT CORPORATION EXCLUSIVELY COMMITTED TO EDUCATIONAL AND CHARITABLE PURPOSES THAT ASSIST THE COLLEGIATE AND ALUMNI BROTHERS OF ZETA BETA TAU FRATERNITY THROUGH THE FUNDING OF SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS TO MAXIMIZE THEIR PERSONAL DEVELOPMENT AND PREPARE THEM TO BE LEADERS OF SOCIETY. THE FOUNDATION ALSO SUPPORTS PHILANTHROPIC INTERESTS VIA GRANTS TO OTHER CHARITABLE ORGANIZATIONS.THE SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS FUNDED BY THE FOUNDATION ENHANCE THE OVERALL VALUE OF BROTHERHOOD IN ZETA BETA TAU FRATERNITY BY COMPLEMENTING THE COLLEGIATE EDUCATIONAL EXPERIENCE.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	6	TotalEmployeeCnt
Total Volunteers	102	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,344,913	PYContributionsGrantsAmt
CY Contributions Grants	$636,495	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	-$559,585	PYInvestmentIncomeAmt
CY Investment Income	$176,584	CYInvestmentIncomeAmt
PY Other Revenue	$12,799	PYOtherRevenueAmt
CY Other Revenue	$12,650	CYOtherRevenueAmt
PY Total Revenue	$798,127	PYTotalRevenueAmt
CY Total Revenue	$825,729	CYTotalRevenueAmt
PY Grants And Similar Paid	$445,272	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$968,620	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$747,824	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$634,624	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$403,103	CYTotalFundraisingExpenseAmt
PY Other Expenses	$442,076	PYOtherExpensesAmt
CY Other Expenses	$489,150	CYOtherExpensesAmt
PY Total Expenses	$1,635,172	PYTotalExpensesAmt
CY Total Expenses	$2,092,394	CYTotalExpensesAmt
PY Revenues Less Expenses	-$837,045	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,266,665	CYRevenuesLessExpensesAmt
Total Assets BOY	$13,020,785	TotalAssetsBOYAmt
Total Assets EOY	$13,012,974	TotalAssetsEOYAmt
Total Liabilities BOY	$245,303	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$255,613	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,775,482	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,757,361	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O.THE ZETA BETA TAU FOUNDATION IS A NONPROFIT CORPORATION EXCLUSIVELY COMMITTED TO EDUCATIONAL AND CHARITABLE PURPOSES THAT ASSIST THE COLLEGIATE AND ALUMNI BROTHERS OF ZETA BETA TAU FRATERNITY. THE FOUNDATION ASSISTS THE COLLEGIATE AND ALUMNI BROTHERS OF ZETA BETA TAU FRATERNITY BY FUNDING SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS TO MAXIMIZE THEIR PERSONAL DEVELOPMENT AND PREPARE THEM TO BE LEADERS OF SOCIETY. THE SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS FUNDED BY THE FOUNDATION ENHANCE THE OVERALL VALUE OF BROTHERHOOD IN ZETA BETA TAU FRATERNITY BY COMPLEMENTING THE COLLEGIATE EDUCATIONAL EXPERIENCE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$223,380	ExpenseAmt
Grant	$177,125	GrantAmt
Desc	TO PROVIDE ACADEMIC SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS WHO ALMOST WITHOUT EXCEPTION ARE BROTHERS OF ZETA BETA TAU FRATERNITY. SCHOLARSHIPS ARE GRANTED BASED ON A FORMULA OF NEED, SCHOLARSHIP, COMMUNITY, CAMPUS AND CHAPTER ACTIVITY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$979,808	ExpenseAmt
Grant	$776,919	GrantAmt
Desc	LEADERSHIP GRANTS AND PROGRAMS - TO PROVIDE FUNDING FOR LEADERSHIP PROGRAMS WHICH BRING TOGETHER UNDERGRADUATES FROM ACROSS THE UNITED STATES IN ORDER TO ATTEND PANELS, SEMINARS, BREAK-OUTS AND OTHER EVENTS ON TOPICS SUCH AS GENERAL LEADERSHIP, GROUP DYNAMICS, CRISIS AND RISK MANAGEMENT, MENTAL HEALTH, EVENT PLANNING, BUDGETING AND FINANCES, COMMUNICATION SKILLS AND ALCOHOL AND DRUG ABUSE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$18,383	ExpenseAmt
Grant	$14,576	GrantAmt
Desc	HATE PREVENTION GRANTS AND PROGRAMS - TO PROVIDE FUNDING FOR ANTI-HATE PROGRAMS WHICH BRING TOGETHER UNDERGRADUATES IN ORDER TO ATTEND PANELS, SEMINARS, BREAK-OUTS AND OTHER EVENTS ON TOPICS SUCH AS COMBATTING CAMPUS-ANTI-SEMITISM, ISRAEL, HATE PREVENTION, DIVERSITY AND INCLUSION.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,221,571	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	9	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	6	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN STEMEN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3173341898	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1320 CITY CENTER DRIVE SUITE 225	AddressLine1Txt
City	CARMEL	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46032	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JOEL T WYATT
FORMER CHIEF DEVELOPMENT OFFICER	40.00	Yes (X)	$172,910	$0	$1,014
FARON A LEWITT
FORMER CHIEF EXECUTIVE OFFICER	40.00		$135,588	$0	$11,554	Yes (X)
JOHN D STEMEN ESQ
CHIEF EXECUTIVE OFFICER	40.00		$48,689	$0	$8,677	Yes (X)
TODD A GAGLIANO
DIRECTOR	1.00		$0	$0	$0		Yes (X)
DANIEL M EGEL-WEISS
DIRECTOR	1.00		$0	$0	$0		Yes (X)
BRETT A LEONE
DIRECTOR	1.00		$0	$0	$0		Yes (X)
YOAAV S KRAUTHAMMER
DIRECTOR	1.00		$0	$0	$0		Yes (X)
MATTHEW J RUBINS
DIRECTOR	1.00		$0	$0	$0		Yes (X)
TODD D SMITH
DIRECTOR	1.00		$0	$0	$0		Yes (X)
STEVEN E GOLD
IMMEDIATE PAST PRESIDENT	1.00		$0	$0	$0		Yes (X)
BRET W HRBEK
PRESIDENT	1.00		$0	$0	$0	Yes (X)	Yes (X)
JEFFREY J BAKKER ESQ
VICE PRESIDENT	1.00		$0	$0	$0	Yes (X)	Yes (X)
E MARK FISHMAN
SECRETARY	1.00		$0	$0	$0	Yes (X)	Yes (X)
DEVON M SCHAD
TREASURER	1.00		$0	$0	$0	Yes (X)	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$357,187	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$21,245	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$636,495	AllOtherContributionsAmt
Noncash Contributions	$23,275	NoncashContributionsAmt
Total Contributions	$636,495	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$332,099	TotalRevenueColumnAmt
Exclusion	$332,099	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$15,842,745	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$15,998,260	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$155,515	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$155,515	TotalRevenueColumnAmt
Exclusion	-$155,515	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$12,650	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,650	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$12,650	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$825,729	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,650	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$176,584	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$791,495	TotalAmt
Program Services	$791,495	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$177,125	TotalAmt
Program Services	$177,125	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$204,508	TotalAmt
Program Services	$81,804	ProgramServicesAmt
Management And General	$30,676	ManagementAndGeneralAmt
Fundraising	$92,028	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$351,760	TotalAmt
Program Services	$124,340	ProgramServicesAmt
Management And General	$53,265	ManagementAndGeneralAmt
Fundraising	$174,155	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,593	TotalAmt
Program Services	$2,373	ProgramServicesAmt
Management And General	$850	ManagementAndGeneralAmt
Fundraising	$1,370	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$33,082	TotalAmt
Program Services	$7,360	ProgramServicesAmt
Management And General	$4,414	ManagementAndGeneralAmt
Fundraising	$21,308	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$40,681	TotalAmt
Program Services	$14,683	ProgramServicesAmt
Management And General	$7,281	ManagementAndGeneralAmt
Fundraising	$18,717	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$12,944	TotalAmt
Management And General	$12,944	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$43,041	TotalAmt
Management And General	$43,041	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$50,352	TotalAmt
Management And General	$50,352	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$97,930	TotalAmt
Management And General	$97,930	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,064	TotalAmt
Management And General	$4,669	ManagementAndGeneralAmt
Fundraising	$395	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$50,618	TotalAmt
Program Services	$3,500	ProgramServicesAmt
Management And General	$40,118	ManagementAndGeneralAmt
Fundraising	$7,000	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$47,252	TotalAmt
Program Services	$18,781	ProgramServicesAmt
Management And General	$14,298	ManagementAndGeneralAmt
Fundraising	$14,173	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$98,627	TotalAmt
Program Services	$110	ProgramServicesAmt
Management And General	$91,057	ManagementAndGeneralAmt
Fundraising	$7,460	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,569	TotalAmt
Management And General	$1,569	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRINTING, PUBLICATION,	$53,623	$6,541	$47,082
BANK AND CREDIT CARD FE	$19,415		$19,415
MEMBERSHIP & FILING FEE	$6,715	$6,715
TRAINING AND DEVELOPMEN	$2,000	$2,000

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,092,394	TotalAmt
Program Services	$1,221,571	ProgramServicesAmt
Management And General	$467,720	ManagementAndGeneralAmt
Fundraising	$403,103	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$38,219	BOYAmt
EOY	$20,949	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$794,027	BOYAmt
EOY	$461,846	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,637,202	BOYAmt
EOY	$1,217,923	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$50,583	BOYAmt
EOY	$65,797	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$37,275	BOYAmt
EOY	$6,867	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$23,257	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$23,257	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$10,373,622	BOYAmt
EOY	$11,140,132	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,108	BOYAmt
EOY	$1,108	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$88,749	BOYAmt
EOY	$98,352	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$13,020,785	BOYAmt
EOY	$13,012,974	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$70,017	BOYAmt
EOY	$94,310	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$175,286	BOYAmt
EOY	$161,303	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$245,303	BOYAmt
EOY	$255,613	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$730,659	BOYAmt
EOY	$476,630	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,044,823	BOYAmt
EOY	$12,280,731	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,775,482	BOYAmt
EOY	$12,757,361	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$13,020,785	BOYAmt
EOY	$13,012,974	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,266,665	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,292,910	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$44,366	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,900,239	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,677,694	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,193,636	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,344,913	CurrentTaxYearMinus1YearAmt
Current Tax Year	$636,495	CurrentTaxYearAmt
Total	$7,752,977	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,900,239	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,677,694	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,193,636	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,344,913	CurrentTaxYearMinus1YearAmt
Current Tax Year	$636,495	CurrentTaxYearAmt
Total	$7,752,977	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$3,251,916	SubstantialContributorsTotAmt
Public Support Total170	$4,501,061	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$174,960	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$150,757	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$212,594	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$255,871	CurrentTaxYearMinus1YearAmt
Current Tax Year	$332,099	CurrentTaxYearAmt
Total	$1,126,281	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,390	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,375	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,094	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,452	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,650	CurrentTaxYearAmt
Total	$78,961	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$8,958,219	TotalSupportAmt
Public Support CY170	0.50250	PublicSupportCY170Pct
Public Support PY170	0.54440	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,326,471	BeginningYearBalanceAmt
Contributions	$299,492	ContributionsAmt
Investment Earnings Or Losses	$1,189,954	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$300,955	GrantsOrScholarshipsAmt
Administrative Expenses	$135,093	AdministrativeExpensesAmt
End Year Balance	$9,379,869	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,668,806	BeginningYearBalanceAmt
Contributions	$99,047	ContributionsAmt
Investment Earnings Or Losses	-$1,711,406	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$416,940	GrantsOrScholarshipsAmt
Administrative Expenses	-$686,964	AdministrativeExpensesAmt
End Year Balance	$8,326,471	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,103,995	BeginningYearBalanceAmt
Contributions	$198,694	ContributionsAmt
Investment Earnings Or Losses	$1,027,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$449,091	GrantsOrScholarshipsAmt
Administrative Expenses	-$788,208	AdministrativeExpensesAmt
End Year Balance	$9,668,806	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,662,957	BeginningYearBalanceAmt
Contributions	$106,189	ContributionsAmt
Investment Earnings Or Losses	$843,014	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$337,165	GrantsOrScholarshipsAmt
Administrative Expenses	-$1,829,000	AdministrativeExpensesAmt
End Year Balance	$8,103,995	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,114,727	BeginningYearBalanceAmt
Contributions	$20,858	ContributionsAmt
Investment Earnings Or Losses	$844,027	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$234,991	GrantsOrScholarshipsAmt
Administrative Expenses	-$918,336	AdministrativeExpensesAmt
End Year Balance	$5,662,957	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.02099	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.91625	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.06276	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,257	OtherCostOrOtherBasisAmt
Depreciation	$23,257	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,068,287	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,292,910	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$1,292,910	RevenueNotReportedAmt
Revenue Subtotal	$775,377	RevenueSubtotalAmt
Investment Expenses Not Incld	$50,352	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$50,352	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$825,729	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,086,408	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$44,366	OtherExpensesIncludedAmt
Expenses Not Reported	$44,366	ExpensesNotReportedAmt
Expenses Subtotal	$2,042,042	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$50,352	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$50,352	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,092,394	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE USED TO AWARD SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS ATTENDING COLLEGES AND UNIVERSITIES AND TO FUND EDUCATIONAL GRANTS TO ORGANIZATIONS TO PROMOTE SCHOLARSHIP, LEADERSHIP, CITIZENSHIP, AND STUDENT HEALTH PROGRAMS.
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.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 44,366.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
ZETA BETA TAU FRATERNITY
3905 VINCENNES ROAD	INDIANAPOLIS	IN	46268	131496610	501(C)(7)	$191,495	$0	EDUCATIONAL PROGRAMS
ZETA BETA TAU - ALPHA RHO CHAPTER
10960 WILSHIRE BLVD	LOS ANGELES	CA	90024	951398585	501(C)(7)	$600,000	$0	EDUCATIONAL PROGRAMS

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	36	RecipientCnt
Cash Grant	$177,125	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ACADEMIC SCHOLARSHIP AWARDS ARE GRANTED BASED ON A FORMULA OF NEED, SCHOLARSHIP, COMMUNITY, CAMPUS AND CHAPTER ACTIVITY. GRANTS TO ORGANIZATIONS ARE SUBJECT TO GRANT AGREEMENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JOEL T WYATT	PersonNm
Title	FORMER CHIEF DEVELOPMENT OFFICER	TitleTxt
Base Compensation Filing Org	$172,910	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$675	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$339	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$173,924	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. UPON COMPLETION OF THE ANNUAL DISCLOSURE, THE CHIEF EXECUTIVE OFFICER REVIEWS TO ENSURE THAT THERE ARE NO POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15A	THE BOARD USES INDUSTRY COMPENSATION DATA ALONG WITH A COMPENSATION COMMITTEE, A WRITTEN EMPLOYMENT CONTRACT AND CONSIDERATION OF RESPONSIBILITIES, AUTHORITY AND TIME DEVOTION IN ORDER TO ESTABLISH A SALARY THAT IS APPROPRIATE FOR THE CHIEF EXECUTIVE OFFICER.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST AND THROUGH THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:	CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -44,366.
PAGE 12, PART XII, LINE 2C:	THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT AND SELECTS AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM TO PERFORM THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.