ZETA BETA TAU FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZETA BETA TAU FOUNDATION INC (EIN 80-0244485)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-01
- IRS object ID
- 202211529349300346
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-01T13:18:33-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 DELEGATES ROW SUITE 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 | 2021-01-01 | 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 | 3905 VINCENNES ROAD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARON LEWITT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3173341898 | PhoneNum |
| Signature | 2022-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FARON | PersonFirstNm |
| Person Last | LEWITT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KEITH CPA | PreparerPersonNm |
| PTIN | P00963290 | PTIN |
| Phone | 3173475200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FARON LEWITT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3905 VINCENNES ROAD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,289,874 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 95 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,590,194 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,193,636 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,166,077 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,875 | PYOtherRevenueAmt |
| CY Other Revenue | $5,094 | CYOtherRevenueAmt |
| PY Total Revenue | $1,719,568 | PYTotalRevenueAmt |
| CY Total Revenue | $3,364,807 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $324,582 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $345,283 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $545,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $703,878 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $501,070 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $257,943 | PYOtherExpensesAmt |
| CY Other Expenses | $318,258 | CYOtherExpensesAmt |
| PY Total Expenses | $1,128,011 | PYTotalExpensesAmt |
| CY Total Expenses | $1,367,419 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $591,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,997,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,899,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,297,139 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $138,670 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $243,595 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,760,501 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,053,544 | 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 | $220,175 | ExpenseAmt |
| Grant | $145,605 | 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 | $117,025 | ExpenseAmt |
| Grant | $77,390 | 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 | $184,916 | ExpenseAmt |
| Grant | $122,288 | 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 | $522,116 | 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 | Yes (1) | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | FARON LEWITT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173341898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3905 VINCENNES ROAD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| FARON A LEWITT | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $180,926 | $0 | $14,644 | ||
| JOEL T WYATT | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $123,750 | $0 | $102 | Yes (X) | ||
| MICHAEL F EASTON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY W MANKOFF | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RUSSELL S GOLDSTEIN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL F ZARB | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TODD A GAGLIANO | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MATTHEW J RUBINS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DEVON M SCHAD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRETT A LEONE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK E FISHMAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JERRY N KATZ | |||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN E GOLD | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY J BAKKER ESQ | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRET W HRBEK | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $304,676 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,746 | 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 |
| Government Grants | $90,710 | GovernmentGrantsAmt |
| All Other Contributions | $1,102,926 | AllOtherContributionsAmt |
| Noncash Contributions | $25,054 | NoncashContributionsAmt |
| Total Contributions | $1,193,636 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,594 | TotalRevenueColumnAmt |
| Exclusion | $212,594 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,878,550 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,925,067 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,953,483 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,953,483 | TotalRevenueColumnAmt |
| Exclusion | $1,953,483 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,094 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,094 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,364,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,094 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,166,077 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,678 | TotalAmt |
| Program Services | $199,678 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,605 | TotalAmt |
| Program Services | $145,605 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,570 | TotalAmt |
| Program Services | $68,449 | ProgramServicesAmt |
| Management And General | $39,113 | ManagementAndGeneralAmt |
| Fundraising | $88,008 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,947 | TotalAmt |
| Program Services | $85,339 | ProgramServicesAmt |
| Management And General | $76,828 | ManagementAndGeneralAmt |
| Fundraising | $262,780 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,189 | TotalAmt |
| Program Services | $2,058 | ProgramServicesAmt |
| Management And General | $1,654 | ManagementAndGeneralAmt |
| Fundraising | $4,477 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,191 | TotalAmt |
| Program Services | $1,516 | ProgramServicesAmt |
| Management And General | $4,247 | ManagementAndGeneralAmt |
| Fundraising | $23,428 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,981 | TotalAmt |
| Program Services | $10,584 | ProgramServicesAmt |
| Management And General | $9,400 | ManagementAndGeneralAmt |
| Fundraising | $25,997 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,152 | TotalAmt |
| Management And General | $14,152 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,705 | TotalAmt |
| Management And General | $33,705 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,129 | TotalAmt |
| Management And General | $55,129 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,710 | TotalAmt |
| Management And General | $5,710 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,417 | TotalAmt |
| Management And General | $1,046 | ManagementAndGeneralAmt |
| Fundraising | $8,371 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,523 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
| Management And General | $45,523 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876 | TotalAmt |
| Management And General | $876 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,694 | TotalAmt |
| Program Services | $5,887 | ProgramServicesAmt |
| Management And General | $17,683 | ManagementAndGeneralAmt |
| Fundraising | $19,124 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,830 | TotalAmt |
| Fundraising | $8,830 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316 | TotalAmt |
| Management And General | $316 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,328 | TotalAmt |
| Management And General | $2,328 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PRINTING, PUBLICATION, | $48,806 | $14,678 | $34,128 |
| BANK AND CREDIT CARD FE | $23,573 | $1 | $23,572 |
| BAD DEBTS | $11,650 | $11,650 | |
| OTHER MISCELLANEOUS | $6,175 | $6,175 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,374 | TotalAmt |
| Management And General | $4,019 | ManagementAndGeneralAmt |
| Fundraising | $355 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,367,419 | TotalAmt |
| Program Services | $522,116 | ProgramServicesAmt |
| Management And General | $344,233 | ManagementAndGeneralAmt |
| Fundraising | $501,070 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,707 | BOYAmt |
| EOY | $56,535 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,453 | BOYAmt |
| EOY | $1,684,141 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,791 | BOYAmt |
| EOY | $1,333,942 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,319 | BOYAmt |
| EOY | $3,865 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656 | BOYAmt |
| EOY | $656 | 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 | $316 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,207,629 | BOYAmt |
| EOY | $12,114,391 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $26,108 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,300 | BOYAmt |
| EOY | $77,501 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,899,171 | BOYAmt |
| EOY | $15,297,139 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,547 | BOYAmt |
| EOY | $42,850 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,123 | BOYAmt |
| EOY | $200,745 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,670 | BOYAmt |
| EOY | $243,595 | 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 | $827,963 | BOYAmt |
| EOY | $1,067,227 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,932,538 | BOYAmt |
| EOY | $13,986,317 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,760,501 | BOYAmt |
| EOY | $15,053,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,899,171 | BOYAmt |
| EOY | $15,297,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,997,388 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$759,599 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $77,330 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$22,076 | 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 | $1,078,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,394,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,900,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,677,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,193,636 | CurrentTaxYearAmt |
| Total | $8,244,853 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,078,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,394,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,900,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,677,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,193,636 | CurrentTaxYearAmt |
| Total | $8,244,853 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,886,137 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,358,716 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,594 | CurrentTaxYearAmt |
| Total | $749,651 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,094 | CurrentTaxYearAmt |
| Total | $67,901 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,062,405 | TotalSupportAmt |
| Public Support CY170 | 0.59130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56690 | 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 | $8,103,995 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,610,688 | BeginningYearBalanceAmt |
| Contributions | $1,800,493 | ContributionsAmt |
| Investment Earnings Or Losses | -$308,117 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $159,703 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$171,366 | AdministrativeExpensesAmt |
| End Year Balance | $4,114,727 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,411,488 | BeginningYearBalanceAmt |
| Contributions | $11,714 | ContributionsAmt |
| Investment Earnings Or Losses | $266,772 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $148,691 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$69,405 | AdministrativeExpensesAmt |
| End Year Balance | $2,610,688 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20310 | 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 | $2,528,003 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$759,599 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$759,599 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,287,602 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,129 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $22,076 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $77,205 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,364,807 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,312,290 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,312,290 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,129 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $55,129 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,367,419 | 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 XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 22,076. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZETA BETA TAU FRATERNITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3905 VINCENNES ROAD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 131496610 | RecipientEIN |
| IRC Section | 501(C)(7) | IRCSectionDesc |
| Cash Grant | $199,678 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | EDUCATIONAL PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 58 | RecipientCnt |
| Cash Grant | $145,605 | 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 | FARON A LEWITT | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $180,926 | 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 | $5,477 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,167 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $195,570 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
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 -22,076. |
| 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. |
Comments