PHI BETA PSI SORORITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: PHI BETA PSI SORORITY (EIN 23-7254166)
Tax period: 2021-06-01 to 2022-05-31
Filed: 2022-11-18
IRS object ID: 202203229349300905
Schema version: 2021v4.1
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-18T05:39:52-08:00	ReturnTs
Tax Period End	2022-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	813734095	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Winters Tax & Consulting LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	158 Thierman Ln	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40207	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237254166	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PHI BETA PSI CHARITY TRUST FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PHIB	BusinessNameControlTxt
Phone	4192369001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	718 WEGER AVENUE	AddressLine1Txt
City	ELIDA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45807	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHY STEWART	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	4192369001	PhoneNum
Signature	2022-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KATHY	PersonFirstNm
Person Last	STEWART	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Timothy Winters EA	PreparerPersonNm
PTIN	P00644529	PTIN
Phone	5022081400	PhoneNum
Preparation	2022-11-18	PreparationDt

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
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

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	KATHY STEWART	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	718 WEGER AVENUE	AddressLine1Txt
City	ELIDA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45807	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$369,506	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1973	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	PROVIDING CANCER RESEARCH GRANTS. NO INCOME IS REPORTED FROM PROGRAM SERVICES, SINCE THE PROGRAM SERVICES ARE RESEARCH -GRANTS TO DOCTORS, HOSPITALS AND UNIVERSITIES IN THE FIELD OF CANCER	ActivityOrMissionDesc
Voting Members Governing Body	3	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	3	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$116,042	PYContributionsGrantsAmt
CY Contributions Grants	$369,499	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$245	PYInvestmentIncomeAmt
CY Investment Income	$7	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$116,287	PYTotalRevenueAmt
CY Total Revenue	$369,506	CYTotalRevenueAmt
PY Grants And Similar Paid	$297,318	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$380,342	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
CY Other Expenses	$0	CYOtherExpensesAmt
PY Total Expenses	$297,318	PYTotalExpensesAmt
CY Total Expenses	$380,342	CYTotalExpensesAmt
PY Revenues Less Expenses	-$181,031	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$10,836	CYRevenuesLessExpensesAmt
Total Assets BOY	$185,785	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$185,785	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$0	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDING CANCER RESEARCH GRANTS. NO INCOME IS REPORTED FROM PROGRAM SERVICES, SINCE THE PROGRAM SERVICES ARE RESEARCH -GRANTS TO DOCTORS, HOSPITALS AND UNIVERSITIES IN THE FIELD OF CANCER	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$380,342	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$380,342	RevenueAmt
Desc	MAGEE-WOMENS RESEARCH INSTITUTE & FOUNDATION, DR. FAINA LINKOV, THE RECTOR AND VISTORS OF UNIVERSITY OF VIRGINIA, DR. CHINGZHI ZANG; THE UNIVERSITY OF CHICAGO, CHICAGO, ILLINOIS, DR. JUN HUANG; COLUMBIA UNIVERSITY, NEW YORK,NY; DR.SWARNALI ACHARYYA; WASHINGTON UNIVERSITY-ST. LOUIS, MO, DR. KIRAN MAHAJAN, Ph.D.H.; OHIO STATE UNIVERSITY-WEXNER MEDICAL CENTER; DR JOHN HAYES; MULTIPLE ADDITION; TOTAL RESEARCH GRANT DISBURSEMENTS: $380,842	Desc
Total Program Service Expenses	$380,342	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	3	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	false	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KATHY STEWART	PersonNm
Phone	4193316946	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	718 WEGER AVENUE	AddressLine1Txt
City	ELIDA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45807	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KATHY STEWART
TREASURER/TRUSTEE	5.00	Yes (X)	$0	$0	$0
NANETTE NEWELL
TRUSTEE	5.00	Yes (X)	$0	$0	$0
MARTHA SMITH
TRUSTEE	5.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$369,499	AllOtherContributionsAmt
Total Contributions	$369,499	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$369,506	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$380,342	TotalAmt
Program Services	$380,342	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$380,342	TotalAmt
Program Services	$380,342	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$185,785	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$185,785	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$185,785	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$185,785	BOYAmt
EOY	$0	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$185,785	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$10,836	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd
Other Support Sum	$0	OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$360,557	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$115,914	CurrentTaxYearMinus1YearAmt
Current Tax Year	$380,842	CurrentTaxYearAmt
Total	$857,313	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$360,557	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$115,914	CurrentTaxYearMinus1YearAmt
Current Tax Year	$380,842	CurrentTaxYearAmt
Total	$857,313	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$857,313	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$511	CurrentTaxYearMinus4YearsAmt
Total	$511	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$857,824	TotalSupportAmt
Public Support CY170	0.99940	PublicSupportCY170Pct
Public Support PY170	0.99890	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509	$0	PublicSupportTotal509Amt
Public Support CY509	0	PublicSupportCY509Pct
Investment Income CY	0	InvestmentIncomeCYPct

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt VI, Line 6	3 MEMBERS
Pt VI, Line 19	KATHY STEWART, TREASURER, TRUSTEE
Pt VI, Line 19	NANETTE NEWELL, TRUSTEE:164N. ELSTER DR.,TUSCON,AZ 85710
Pt VI, Line 19	(520) 995-6683--MARTHA SMITH, TRUSTEE
Pt VI, Line 11b	ALL TRUSTEES ARE PROVIDED A COPY FOR THIER REVIEW
Pt VI, Line 8a	SECTION A & B: A MEETING IS HELD BY THE TRUSTEES AFTER THE GRANTS ARE VOTED ON AT THE NATIONAL CONVENTION OF THE PSI BETA PSI SORORITY, WHICH IS HELD ANNUALLY IN THE MONTH OF JULY. MINUTES OF THIS MEETING ARE PUBLISHED IN THE ANNUAL NEWS PUBLICATION OF THE PHI BETA PSI SORORITY FOR REVIEW BY ALL MEMBERS.
Pt VI, Line 8b	SECTION A & B: A MEETING IS HELD BY THE TRUSTEES AFTER THE GRANTS ARE VOTED ON AT THE NATIONAL CONVENTION OF THE PSI BETA PSI SORORITY, WHICH IS HELD ANNUALLY IN THE MONTH OF JULY. MINUTES OF THIS MEETING ARE PUBLISHED IN THE ANNUAL NEWS PUBLICATION OF THE PHI BETA PSI SORORITY FOR REVIEW BY ALL MEMBERS.
Pt VI, Line 19	ALL FINANCIAL REPORTS, MUNITES AAND DONATIONS ARE PRINTED IN THE OFFICIAL NEW PUBLICATION WHICH ALL MEMBERS RECEIVE A COPY, ALSO ANY AND ALL REPORTS. DONATIONS AND MINUTES ARE PROVIDED UPON REQUEST TO ANYONE THAT IS NOT AN OFFICIAL MEMBER.