FURP.ORG / PUBLIC DATA EXPLORER

SIGMA TAU GAMMA FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SIGMA TAU GAMMA FOUNDATION INC (EIN 43-6071658)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-03-23
IRS object ID
202320829349300722
Schema version
2021v4.2
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)
Return2023-03-23T10:18:25-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCM CPAS & ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19229 DELEGATES ROW SUITE 250AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

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
Signature2023-02-21SignatureDt
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

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)
Tax2021TaxYr
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$1,004,092GrossReceiptsAmt
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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$357,079PYContributionsGrantsAmt
CY Contributions Grants$298,253CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$160,864PYInvestmentIncomeAmt
CY Investment Income$147,722CYInvestmentIncomeAmt
PY Other Revenue$2,492PYOtherRevenueAmt
CY Other Revenue$2,666CYOtherRevenueAmt
PY Total Revenue$520,435PYTotalRevenueAmt
CY Total Revenue$448,641CYTotalRevenueAmt
PY Grants And Similar Paid$89,870PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$127,378CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$150,290PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$137,550CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$2,386PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$4,569CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$94,816CYTotalFundraisingExpenseAmt
PY Other Expenses$131,909PYOtherExpensesAmt
CY Other Expenses$155,517CYOtherExpensesAmt
PY Total Expenses$374,455PYTotalExpensesAmt
CY Total Expenses$425,014CYTotalExpensesAmt
PY Revenues Less Expenses$145,980PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,627CYRevenuesLessExpensesAmt
Total Assets BOY$2,904,644TotalAssetsBOYAmt
Total Assets EOY$2,652,488TotalAssetsEOYAmt
Total Liabilities BOY$20,693TotalLiabilitiesBOYAmt
Total Liabilities EOY$99,976TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,883,951NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,552,512NetAssetsOrFundBalancesEOYAmt
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$68,217ExpenseAmt
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$82,750ExpenseAmt
Grant$82,750GrantAmt
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$44,628ExpenseAmt
Grant$44,628GrantAmt
DescSCHOLARSHIPS AND GRANTS FOR STUDY BY UNDERGRADUATE AND GRADUATE STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$195,595TotalProgramServiceExpensesAmt
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 Document4IRPDocumentCnt
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 Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
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 FldKSStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
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
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
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 (18 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
EDGAR JIMENEZ
TRUSTEE2.00Yes (X)$0$0$0
JOHN BARGER
TRUSTEE2.00Yes (X)$0$0$0
BRAD BARTELS
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL MATZNICK
TRUSTEE2.00Yes (X)$0$0$0
PAUL MOTIN
TRUSTEE3.00Yes (X)$0$0$0
CARL MUELLER
TRUSTEE2.00Yes (X)$0$0$0
PAUL MUELLER
TRUSTEE2.00Yes (X)$0$0$0
MATT REA
TRUSTEE3.00Yes (X)$0$0$0
CLAYTON WHITEHEAD
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL SCHERMER
PAST CHAIRMAN2.00Yes (X)$0$0$0
SHAWN KELLY
CHAIRMAN10.00Yes (X)$0$0$0Yes (X)
MIKE VAN CAMP
VICE CHAIRMAN - STEWARDSHIP5.00Yes (X)$0$0$0Yes (X)
DW COLE
VICE CHAIRMAN - INVESTMENTS5.00Yes (X)$0$0$0Yes (X)
JEFF RUSSO
VICE CHAIRMAN - FUNDRAISIN8.00Yes (X)$0$0$0Yes (X)
PAUL SZCZESNY
VICE CHAIRMAN - FINANCE5.00Yes (X)$0$0$0Yes (X)
VANESSA L RYAN
CHIEF EXECUTIVE OFFICER10.00$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$298,253AllOtherContributionsAmt
Total Contributions$298,253TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,713TotalRevenueColumnAmt
Exclusion$65,713ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$637,460SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$555,451SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$82,009SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,009TotalRevenueColumnAmt
Exclusion$82,009ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$2,666TotalRevenueColumnAmt
Related Or Exempt Func Income$2,666RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,666OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$448,641TotalRevenueColumnAmt
Related Or Exempt Func Income$2,666RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$147,722ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$82,750TotalAmt
Program Services$82,750ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$44,628TotalAmt
Program Services$44,628ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$128,931TotalAmt
Program Services$24,148ProgramServicesAmt
Management And General$52,206ManagementAndGeneralAmt
Fundraising$52,577FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,280TotalAmt
Management And General$5,280ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,339TotalAmt
Management And General$3,339ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,844TotalAmt
Management And General$19,844ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$4,569TotalAmt
Fundraising$4,569FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,093TotalAmt
Management And General$19,093ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,440TotalAmt
Program Services$10,339ProgramServicesAmt
Management And General$79ManagementAndGeneralAmt
Fundraising$8,022FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,007TotalAmt
Management And General$2,297ManagementAndGeneralAmt
Fundraising$710FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,751TotalAmt
Program Services$1,675ProgramServicesAmt
Management And General$13,401ManagementAndGeneralAmt
Fundraising$1,675FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28,041TotalAmt
Program Services$25,200ProgramServicesAmt
Management And General$2,595ManagementAndGeneralAmt
Fundraising$246FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,922TotalAmt
Program Services$2,810ProgramServicesAmt
Management And General$3,112ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,476TotalAmt
Management And General$4,476ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DONOR RECOGNITION$17,799$17,799
PRINTING$10,651$6,312$2,170$2,169
MISCELLANEOUS$6,815$2,906$1,875$2,034
BANK AND CC FEES$4,503$4,503

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$175TotalAmt
Management And General$175ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$425,014TotalAmt
Program Services$195,595ProgramServicesAmt
Management And General$134,603ManagementAndGeneralAmt
Fundraising$94,816FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$113,344BOYAmt
EOY$75,668EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$60,183BOYAmt
EOY$118,218EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,633BOYAmt
EOY$1,260EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$200BOYAmt
EOY$65EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$600,000BOYAmt
EOY$592,560EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$13,393BOYAmt
EOY$13,105EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$448BOYAmt
EOY$4,338EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$57,461LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$46,269LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,668BOYAmt
EOY$11,192EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,037,129BOYAmt
EOY$1,775,883EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$62,646BOYAmt
EOY$60,199EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,904,644BOYAmt
EOY$2,652,488EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,075BOYAmt
EOY$52,760EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,618BOYAmt
EOY$47,216EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,693BOYAmt
EOY$99,976EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$861,468BOYAmt
EOY$748,805EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,022,483BOYAmt
EOY$1,803,707EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,883,951BOYAmt
EOY$2,552,512EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,904,644BOYAmt
EOY$2,652,488EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$23,627ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$352,619NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,447OtherChangesInNetAssetsAmt
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$274,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$334,143CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$382,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$357,079CurrentTaxYearMinus1YearAmt
Current Tax Year$298,253CurrentTaxYearAmt
Total$1,645,771TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$274,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$334,143CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$382,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$357,079CurrentTaxYearMinus1YearAmt
Current Tax Year$298,253CurrentTaxYearAmt
Total$1,645,771TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,414CurrentTaxYearMinus1YearAmt
Current Tax Year$113,174CurrentTaxYearAmt
Total$491,370TotalAmt

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$94,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,414CurrentTaxYearMinus1YearAmt
Current Tax Year$113,174CurrentTaxYearAmt
Total$491,370TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,154,401PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,276CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,269CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,032CurrentTaxYearMinus1YearAmt
Current Tax Year$65,713CurrentTaxYearAmt
Total$242,858TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,276CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,269CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,032CurrentTaxYearMinus1YearAmt
Current Tax Year$65,713CurrentTaxYearAmt
Total$242,858TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,582CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,760CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,492CurrentTaxYearMinus1YearAmt
Current Tax Year$2,666CurrentTaxYearAmt
Total$40,023TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$327,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$378,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$441,228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$414,603CurrentTaxYearMinus1YearAmt
Current Tax Year$366,632CurrentTaxYearAmt
Total$1,928,652TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.59860PublicSupportCY509Pct
Public Support PY5090.55030PublicSupportPY509Pct
Investment Income CY0.12590InvestmentIncomeCYPct
Investment Income PY0.11620InvestmentIncomePYPct
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$539,156BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses-$54,154InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,000GrantsOrScholarshipsAmt
End Year Balance$476,002EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$468,529BeginningYearBalanceAmt
Contributions$17,125ContributionsAmt
Investment Earnings Or Losses$17,464InvestmentEarningsOrLossesAmt
Grants Or Scholarships$43,000GrantsOrScholarshipsAmt
End Year Balance$460,118EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.60294PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.39706TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,461OtherCostOrOtherBasisAmt
Depreciation$46,269DepreciationAmt
Book Value$11,192BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,192TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
Amt$47,216Amt
FieldValueIRS element (for citing)
Total Liability$47,216TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$74,482TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$352,619NetUnrealizedGainsInvstAmt
Other Revenue-$2,447OtherRevenueAmt
Revenue Not Reported-$355,066RevenueNotReportedAmt
Revenue Subtotal$429,548RevenueSubtotalAmt
Investment Expenses Not Incld$19,093InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$19,093RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$448,641TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$405,921TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$405,921ExpensesSubtotalAmt
Investment Expenses Not Incld2$19,093InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$19,093ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$425,014TotalExpensesPerForm990Amt

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 -2,447.
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$82,750CashGrantAmt
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
Recipient53RecipientCnt
Cash Grant$44,628CashGrantAmt

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 $128,931 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 -2,447.
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.