PI BETA PHI FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PI BETA PHI FOUNDATION (EIN 43-1542735)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-08
IRS object ID
202213129349303806
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)
Return2022-11-08T14:31:28-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN430765316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBINBROWN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17676 FORSYTH BLVD SUITE 2100AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431542735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PI BETA PHI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPIBEBusinessNameControlTxt
Phone6362560680PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1Txt
CityTOWN COUNTRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGINA GARRISON JONESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6362560680PhoneNum
Signature2022-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGINAPersonFirstNm
Person LastGARRISON JONESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY A RYANPreparerPersonNm
PTINP00829977PTIN
Phone3142903300PhoneNum

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 TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHALLEE WINNIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1Txt
CityTOWN COUNTRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,721,925GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PIBETAPHI.ORG/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS VISION AND ENSURES THE FUTURE OF OUR SISTERHOOD. THROUGH FUNDING FOR LEADERSHIP PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND SELECT PHILANTHROPIC SUPPORT, THE FOUNDATION IMPROVES THE FRATERNITY, ITS MEMBERS AND THE COMMUNITIES IN WHICH THEY LIVE ACROSS THE UNITED STATES AND CANADA.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers74TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,586,438PYContributionsGrantsAmt
CY Contributions Grants$6,931,095CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$763,085PYInvestmentIncomeAmt
CY Investment Income$1,175,995CYInvestmentIncomeAmt
PY Other Revenue$6,355PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,355,878PYTotalRevenueAmt
CY Total Revenue$8,107,090CYTotalRevenueAmt
PY Grants And Similar Paid$772,103PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,487,973CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$842,054PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$801,420CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$64,372CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$495,660CYTotalFundraisingExpenseAmt
PY Other Expenses$561,420PYOtherExpensesAmt
CY Other Expenses$487,817CYOtherExpensesAmt
PY Total Expenses$2,175,577PYTotalExpensesAmt
CY Total Expenses$2,841,582CYTotalExpensesAmt
PY Revenues Less Expenses$2,180,301PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,265,508CYRevenuesLessExpensesAmt
Total Assets BOY$32,174,219TotalAssetsBOYAmt
Total Assets EOY$33,179,449TotalAssetsEOYAmt
Total Liabilities BOY$356,753TotalLiabilitiesBOYAmt
Total Liabilities EOY$568,870TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,817,466NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,610,579NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS VISION AND ENSURES THE FUTURE OF OUR SISTERHOOD. THROUGH FUNDING FOR LEADERSHIP PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND SELECT PHILANTHROPIC SUPPORT, THE FOUNDATION IMPROVES THE FRATERNITY, ITS MEMBERS AND THE COMMUNITIES IN WHICH THEY LIVE ACROSS THE UNITED STATES AND CANADA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$809,103ExpenseAmt
Grant$651,499GrantAmt
DescSEE SCHEDULE O.PI BETA PHI HAS HAD A FOCUS ON PHILANTHROPY FROM THE VERY START. IT WAS THE FIRST GREEK LETTERED ORGANIZATION TO ESTABLISH ITS OWN NATIONAL PHILANTHROPIC PROJECT WITH THE FOUNDING OF THE PI BETA PHI SETTLEMENT SCHOOL IN APPALACHIA (NOW MODERN DAY GATLINBURG, TN) IN 1912. TODAY, PI PHI'S FOCUS ON PHILANTHROPY REMAINS CENTERED ON ADVANCING LITERACY THROUGH READ>LEAD>ACHIEVE. TENS OF THOUSANDS OF CHILDREN WERE ASSISTED THROUGH PI PHI'S LITERACY EFFORTS IN FY21-22 THROUGH SPECIFIC INITIATIVES INCLUDING CHAMPIONS ARE READERS, FRATERNITY DAY OF SERVICE SIGNATURE EVENTS, ARROW IN THE ARCTIC, AND FDS500. ON JULY 1, 2013, PI BETA PHI UNVEILED THE STORY OF ONE, PI PHI'S CAMPAIGN TO IMPACT ONE MILLION LIVES THROUGH READ>LEAD>ACHIEVE BY ITS 150TH ANNIVERSARY IN 2017 REACHING MORE THAN 1,128,156 LIVES IMPACTED. THE LITERACY ADVOCACY PROJECT SUPPORT IS PROVIDED THROUGH GRANTS. PI BETA PHI FOUNDATION ALSO OFFERS DIRECT LITERACY PROGRAMMING GRANTS IN THE FORM OF LOCAL IMPACT GRANTS. LOCAL IMPACT GRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS WITH LITERACY PROGRAMS VIA NOMINATIONS FROM PI BETA PHI CHAPTERS AND ALUMNAE CLUBS. PI BETA PHI FOUNDATION ALSO OFFERS DIRECT GRANTS THROUGH THE EMMA HARPER TURNER FUND PROGRAM WHICH PROVIDES ASSISTANCE TO MEMBERS WHO ENCOUNTER DIRE FINANCIAL NEED DUE TO JOB LOSS, SIGNIFICANT ILLNESS, OR DEATH OF A PARENT OR SPOUSE. ONE-TIME FINANCIAL GIFTS ARE MADE TO MEMBERS WHO DEMONSTRATE SEVERE FINANCIAL STRESS. GRANTS ARE MADE VIA A ROBUST APPLICATION AND EVALUATION PROCESS, UNDER THE GUIDANCE OF A SPECIFIC COMMITTEE TRAINED TO ASSESS INDIVIDUAL NEED. BOTH COLLEGIATE AND ALUMNAE MEMBERS ARE ELIGIBLE FOR ASSISTANCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$498,211ExpenseAmt
Grant$401,165GrantAmt
DescSEE SCHEDULE O.OTHER PROGRAMS AND GRANT AREAS FOR PI BETA PHI FOUNDATION INCLUDE SUPPORT FOR QUALIFIED EDUCATION AREAS OF SPECIFIC CHAPTER HOUSING CAMPAIGNS AND SUPPORT FOR THE HERITAGE AND HISTORY OF PI BETA PHI AND WOMEN'S ADVANCEMENT IN HIGHER EDUCATION, THROUGH HOLT HOUSE LOCATED IN MONMOUTH, IL AND CENTENNIAL PLAZA LOCATED IN GATLINBURG, TN. SUPPORT FOR ARROWMONT SCHOOL OF ARTS AND CRAFTS IS ALSO RELATED TO THE HERITAGE AND HISTORY OF PI BETA PHI.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$290,979ExpenseAmt
Grant$234,300GrantAmt
DescSEE SCHEDULE O.PI BETA PHI FOUNDATION FUNDS A BROAD ARRAY OF PROGRAMS DESIGNED TO BENEFIT THE FRATERNITY, ITS MEMBERS AND THE COMMUNITY AT LARGE. LEADERSHIP PROGRAMMING EDUCATES UNDERGRADUATE WOMEN AND ALUMNAE TO DEVELOP THE NEXT GENERATION OF LEADERS EQUIPPED TO SERVE THEIR COMMUNITIES AND TO COMBAT ILLITERACY, SO THAT PI PHI CAN WORK TOWARDS ITS MISSION TO THE BETTERMENT OF SOCIETY. SCHOLARSHIPS ASSIST WOMEN IN UNDERGRADUATE AND GRADUATE SCHOOL PROGRAMS, AS WELL AS ALUMNAE CONTINUING EDUCATION AWARDS. THERE WERE 101 AWARDS TOTALING $251,100 MADE IN FY21-22. SPECIFIC PHILANTHROPIC PROGRAMS ASSIST INDIVIDUALS IN DIRE FINANCIAL DISTRESS, SUPPORT THE HERITAGE AND HISTORY OF HOLT HOUSE AND PROVIDE ASSISTANCE FOR EDUCATIONAL AREA GRANT PROGRAMS FOR SPECIFIC CHAPTER HOUSING, AND PROVIDE ESSENTIAL SUPPORT FOR PI PHI'S LITERACY EFFORTS, INCLUDING CHAMPIONS ARE READERS, ARROW IN THE ARCTIC, AND FIRST BOOK. LITERALLY TENS OF THOUSANDS OF CHILDREN WERE ASSISTED THROUGH PI PHI'S LITERACY EFFORTS IN FY21-22.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$249,635ExpenseAmt
Grant$201,009GrantAmt
DescLEADERSHIP IS AT THE CORE OF PI BETA PHI, DATING BACK TO ITS FOUNDING IN 1867 IN MONMOUTH, IL. PI BETA PHI HAS BEEN A LEADER IN DEVELOPING WOMEN OF INTELLECT, COURAGE, INTEGRITY AND COMMITTED TO SERVICE. IT WAS THIS FOCUS ON LEADERSHIP THAT ENABLED PI BETA PHI TO BE THE FIRST GREEK LETTERED ORGANIZATION TO ADOPT ITS OWN PHILANTHROPY IN 1912. TODAY, LEADERSHIP PROGRAMMING IS A KEY PART OF THE MEMBERSHIP EXPERIENCE AT ALL LEVELS OF THE ORGANIZATION, FROM UNDERGRADUATE COLLEGIANS TO ALUMNAE OF ALL AGES. EVERY LEADERSHIP PROGRAM OFFERED BY PI BETA PHI FRATERNITY FOR WOMEN IS SUPPORTED IN SOME WAY BY PI BETA PHI FOUNDATION GRANTS. THESE PROGRAMS INCLUDE PI PHI'S TRADEMARKED LEADING WITH VALUES PROGRAMMING, CRITICAL CONVERSATIONS, LEADERSHIP ACADEMIES AND CONVENTION, ONLINE LEARNING, LEADERSHIP INSTITUTE PREPARING YOUNG WOMEN TO MAKE THE IMPOSSIBLE THE INEVITABLE, AND THE LEADERSHIP DEVELOPMENT CONSULTANT PROGRAM, WHICH LAST YEAR MADE 202 CHAPTER VISITS AND PROVIDED 1,768 INDIVIDUALIZED MENTORING SESSIONS. LEADERSHIP PROGRAMMING EDUCATES UNDERGRADUATE WOMEN AND DEVELOPS THE NEXT GENERATION OF LEADERS, CREATING IMPACT ON OUR COMMUNITIES, FAMILIES AND LEADING THE WAY TO FIGHT ILLITERACY. MORE THAN 13,810 UNDERGRADUATES AND THOUSANDS MORE ALUMNAE WERE TOUCHED IN SOME WAY BY THE LEADERSHIP PROGRAMMING OFFERED BY PI BETA PHI IN FY21-22.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$249,635TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$201,009TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$1,847,928TotalProgramServiceExpensesAmt
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 Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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 FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
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 FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIM SHERMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6362560680PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1Txt
CityTOWN COUNTRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
HALLEE WINNIE
EXECUTIVE DIRECTOR40.00Yes (X)$150,348$0$5,184
GINA GARRISON JONES
PRESIDENT4.00Yes (X)$0$0$0Yes (X)
CINDY RICE SVEC
SECRETARY9.00Yes (X)$0$0$0Yes (X)
TERRE MCFILLEN HALL
VP - DEVELOPMENT6.00Yes (X)$0$0$0Yes (X)
MARY JANE BUCHELE JOHNSON
VP - FINANCE3.00Yes (X)$0$0$0Yes (X)
DONNA BUTTERWORTH
TRUSTEE2.00$0$0$0Yes (X)
JENNIFER WINDELL HAZELTON
TRUSTEE3.00$0$0$0Yes (X)
LESLIE MAGNUS
TRUSTEE4.50$0$0$0Yes (X)
KATHLEEN MERIANO
TRUSTEE4.00$0$0$0Yes (X)
WENDY LABRECHE PRATT
TRUSTEE3.00$0$0$0Yes (X)
GREER HORNE
EX-OFFICIO/GRAND VP OF ALUMNAE3.00$0$0$0Yes (X)
BRENDA BALKUNAS WIRTH
EX-OFFICIO/FHC PRESIDENT2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$150,348TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,184TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$90,000GovernmentGrantsAmt
All Other Contributions$6,841,095AllOtherContributionsAmt
Noncash Contributions$545,759NoncashContributionsAmt
Total Contributions$6,931,095TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$783,253TotalRevenueColumnAmt
Exclusion$783,253ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,007,577SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,614,835SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$392,742SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$392,742TotalRevenueColumnAmt
Exclusion$392,742ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,107,090TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,175,995ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,208,273TotalAmt
Program Services$1,208,273ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$279,700TotalAmt
Program Services$279,700ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$176,564TotalAmt
Program Services$44,142ProgramServicesAmt
Management And General$88,280ManagementAndGeneralAmt
Fundraising$44,142FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$525,098TotalAmt
Program Services$179,491ProgramServicesAmt
Management And General$145,451ManagementAndGeneralAmt
Fundraising$200,156FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,279TotalAmt
Program Services$6,065ProgramServicesAmt
Management And General$4,401ManagementAndGeneralAmt
Fundraising$6,813FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$37,116TotalAmt
Program Services$12,240ProgramServicesAmt
Management And General$11,367ManagementAndGeneralAmt
Fundraising$13,509FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$45,363TotalAmt
Program Services$14,516ProgramServicesAmt
Management And General$14,970ManagementAndGeneralAmt
Fundraising$15,877FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,610TotalAmt
Program Services$4,919ProgramServicesAmt
Management And General$1,205ManagementAndGeneralAmt
Fundraising$5,486FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,800TotalAmt
Management And General$27,800ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$64,372TotalAmt
Fundraising$64,372FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$114,960TotalAmt
Management And General$114,960ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,982TotalAmt
Program Services$280ProgramServicesAmt
Management And General$8,211ManagementAndGeneralAmt
Fundraising$8,491FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$138,754TotalAmt
Program Services$49,418ProgramServicesAmt
Management And General$8,995ManagementAndGeneralAmt
Fundraising$80,341FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,569TotalAmt
Program Services$10,165ProgramServicesAmt
Management And General$11,778ManagementAndGeneralAmt
Fundraising$10,626FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,513TotalAmt
Program Services$5,302ProgramServicesAmt
Management And General$3,001ManagementAndGeneralAmt
Fundraising$4,210FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,384TotalAmt
Management And General$22,384ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES/SUBSCRIPTIONS$12,893$3,522$5,593$3,778
PUBLIC RELATIONS$4,796$2,333$2,463

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$92,556TotalAmt
Program Services$27,562ProgramServicesAmt
Management And General$29,598ManagementAndGeneralAmt
Fundraising$35,396FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,841,582TotalAmt
Program Services$1,847,928ProgramServicesAmt
Management And General$497,994ManagementAndGeneralAmt
Fundraising$495,660FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,784,254BOYAmt
EOY$6,610,801EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,235,541BOYAmt
EOY$2,143,899EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$664,619BOYAmt
EOY$2,654,672EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$310,783LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$287,257LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$45,910BOYAmt
EOY$23,526EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,381,707BOYAmt
EOY$21,672,846EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$28,686EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$62,188BOYAmt
EOY$45,019EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,174,219BOYAmt
EOY$33,179,449EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$266,753BOYAmt
EOY$568,870EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$90,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$356,753BOYAmt
EOY$568,870EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,531,393BOYAmt
EOY$12,817,447EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,286,073BOYAmt
EOY$19,793,132EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,817,466BOYAmt
EOY$32,610,579EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,174,219BOYAmt
EOY$33,179,449EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,265,508ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,472,395NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,703,306CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,609,434CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,238,890CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,586,438CurrentTaxYearMinus1YearAmt
Current Tax Year$6,931,095CurrentTaxYearAmt
Total$22,069,163TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,703,306CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,609,434CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,238,890CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,586,438CurrentTaxYearMinus1YearAmt
Current Tax Year$6,931,095CurrentTaxYearAmt
Total$22,069,163TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,477,462SubstantialContributorsTotAmt
Public Support Total170$20,591,701PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$463,345CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$503,514CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$535,065CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$591,130CurrentTaxYearMinus1YearAmt
Current Tax Year$783,253CurrentTaxYearAmt
Total$2,876,307TotalAmt
FieldValueIRS element (for citing)
Total Support$24,945,470TotalSupportAmt
Gross Receipts Rltd Activities$75,879GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82550PublicSupportCY170Pct
Public Support PY1700.68430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,939,012BeginningYearBalanceAmt
Contributions$775,991ContributionsAmt
Investment Earnings Or Losses-$2,508,446InvestmentEarningsOrLossesAmt
Other Expenditures$412,201OtherExpendituresAmt
End Year Balance$17,794,356EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,881,476BeginningYearBalanceAmt
Contributions$411,380ContributionsAmt
Investment Earnings Or Losses$4,051,553InvestmentEarningsOrLossesAmt
Other Expenditures$405,397OtherExpendituresAmt
End Year Balance$19,939,012EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,886,714BeginningYearBalanceAmt
Contributions$83,700ContributionsAmt
Investment Earnings Or Losses$213,329InvestmentEarningsOrLossesAmt
Other Expenditures$302,267OtherExpendituresAmt
End Year Balance$15,881,476EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,710,175BeginningYearBalanceAmt
Contributions$1,175,135ContributionsAmt
Investment Earnings Or Losses$1,235,136InvestmentEarningsOrLossesAmt
Other Expenditures$233,732OtherExpendituresAmt
End Year Balance$15,886,714EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,700,314BeginningYearBalanceAmt
Contributions$657,236ContributionsAmt
Investment Earnings Or Losses$650,049InvestmentEarningsOrLossesAmt
Other Expenditures$297,424OtherExpendituresAmt
End Year Balance$13,710,175EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.37690BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54860PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07450TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$253,735OtherCostOrOtherBasisAmt
Depreciation$239,897DepreciationAmt
Book Value$13,838BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,048OtherCostOrOtherBasisAmt
Depreciation$47,360DepreciationAmt
Book Value$9,688BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$23,526TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,519,735TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,472,395NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,472,395RevenueNotReportedAmt
Revenue Subtotal$7,992,130RevenueSubtotalAmt
Investment Expenses Not Incld$114,960InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$114,960RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,107,090TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,726,622TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,726,622ExpensesSubtotalAmt
Investment Expenses Not Incld2$114,960InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$114,960ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,841,582TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE D, PART V, LINE 4USE OF ENDOWMENT FUNDS THE FOUNDATION'S ENDOWMENT CONSISTS OF 103 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. SEE PART III OF FORM 990 FOR THE DESCRIPTIONS OF THE PROGRAMS SUPPORTED.
SCHEDULE D, PART XI, LINE 4A AND PART XII, LINE 4AINVESTMENT FEES INVESTMENT FEES ARE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1GABRIEL GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1000AddressLine1Txt
CitySOUTHEASTERNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19398ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTANTSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$305,350GrossReceiptsAmt
Retained By Contractor$64,372RetainedByContractorAmt
Net To Organization$240,978NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$305,350TotalGrossReceiptsAmt
Total Retained By Contractors$64,372TotalRetainedByContractorsAmt
Total Net To Organization$240,978TotalNetToOrganizationAmt
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ARIZONA ALPHA CHAPTER HOUSING CORP OF PBP
PO BOX 68364ORO VALLEYAZ85737860047525501(C)(3)$153,049$0HOUSING
OKLAHOMA BETA CHAPTER HOUSING CORP
324 S CLEVELAND STREETSTILLWATEROK74074736102709501(C)(3)$7,806$0HOUSING
PI BETA PHI FRATERNITY
1154 TOWN COUNTRY COMMONS DRIVETOWN COUNTRYMO63017370464584501(C)(7)$440,763$0LEADERSHIP AND HERITAGE
UNIVERSITY OF MISSISSIPPI
257 MARTINDALE CENTERUNIVERSITYMS38677646001159501(C)(3)$10,000$0EDUCATION/INDIVIDUAL SCHOLARSHIP
BOYS AND GIRLS CLUB OF BRAZOS VALLEY
1910 BECK STREETBRYANTX77803746079584501(C)(3)$27,329$0LITERACY
UNITED COMMUNITY ACTION PROGRAM INC
1601 S MAIN STREETSTILLWATEROK74047730777705501(C)(3)$10,276$0LITERACY
HYBLA VALLEY ELEMENTARY
8115 GATEHOUSE ROADFALLS CHURCHVA22042364674229501(C)(3)$7,000$0LITERACY
INDIANA DELTA CHAPTER HOUSE CORP
1705 TEAKWOOD COURTLAFAYETTEIN47905356036502501(C)(7)$63,459$0HOUSING
AR ALPHA HOUSING CORP
1852 E JOYCE BFAYETTEVILLEAR72701237114376501(C)(7)$48,002$0HOUSING
OR ALPHA CHAPTER HOUSING CORP
1831 RIVERWOOD DRIVEEUGENEOR97401936023103501(C)(7)$7,207$0HOUSING
KENTUCKY BETA HOUSING CORP
409 COLUMBIA AVE 200 JOCKEY COURTLEXINGTONKY40508486117348501(C)(7)$23,577$0HOUSING
CALIFORNIA GAMMA
PO BOX 12465NEWPORT BEACHCA92658951682991501(C)(7)$5,767$0HOUSING
UNIVERSITY OF ALABAMA
BOX 870120 STUDENT SERVICES BLDGTUSCALOOSAAL35487636001138501(C)(3)$8,000$0EDUCATION/INDIVIDUAL SCHOLARSHIP
OKLAHOMA STATE UNIVERSITY
1000 ASP AVENUENORMANOK73019731383996501(C)(3)$7,000$0EDUCATION/INDIVIDUAL SCHOLARSHIP
PURDUE UNIVERSITY
610 PURDUE MALLWEST LAFAYETTEIN47907821319401501(C)(3)$14,000$0EDUCATION/INDIVIDUAL SCHOLARSHIP
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ALUMNAE CONTINUING EDUCATION4$14,500
EMMA HARPER TURNER FUND10$28,600
GRADUATE FELLOWSHIP SCHOLARSHIPS6$21,500
KANSAS 4.0 AWARDS46$2,300
OTHER SCHOLARSHIPS22$41,500
UNDERGRADUATE SCHOLARSHIPS38$171,300

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUSE OF GRANT FUNDS FORM 990, SCHEDULE I, LINE 2 FOR ALL DISBURSEMENTS OUTLINED IN PART II, GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT A USE OF FUNDS REPORT WHICH DOCUMENTS THAT THE FUNDS HAVE BEEN EXPENDED AS OUTLINED IN THE ORIGINAL GRANT APPLICATION FORM. SHOULD EXCESS FUNDS REMAIN, THE GRANTEE RETURNS THOSE FUNDS TO THE FOUNDATION. FOR ALL DISBURSEMENTS OUTLINED IN PART III, AN APPLICATION IS REQUIRED WITH APPROPRIATE DOCUMENTATION OF FINANCIAL NEED FOR ALL GRANTS OF ASSISTANCE, WHETHER DIRECT FINANCIAL ASSISTANCE TO MEMBERS IN NEED (EMMA HARPER TURNER OR EHT AWARDS) OR UNDERGRADUATE SCHOLARSHIPS, GRADUATE FELLOWSHIPS OR ALUMNAE CONTINUING EDUCATION AWARDS. COMMITTEES REVIEW EVERY APPLICATION FOR ASSISTANCE TO DETERMINE ELIGIBILITY. FINANCIAL NEED MUST BE CLEARLY DEMONSTRATED. THE BOARD OF TRUSTEES VOTE ON COMMITTEE RECOMMENDATIONS FOR THE EHT AWARDS. ALUMNAE MEMBERS RECEIVE THE EHT ASSISTANCE DIRECTLY; COLLEGIATE MEMBERS HAVE THEIR EHT ASSISTANCE SENT DIRECTLY TO THEIR COLLEGE OR UNIVERSITY. FOR ALL SCHOLARSHIPS, THE FOUNDATION SUBMITS PAYMENTS DIRECTLY TO THE APPROPRIATE COLLEGE OR UNIVERSITY. SHOULD THE STUDENT WITHDRAW, THOSE FUNDS ARE REFUNDED TO THE FOUNDATION. THE UNIVERSITY IS RESPONSIBLE TO APPLY THE SCHOLARSHIP FUNDS TO THE APPROPRIATE STUDENT ACCOUNT; THE FOUNDATION COMMUNICATES DIRECTLY WITH EACH STUDENT SO THEY KNOW WHAT AMOUNT OF FUNDS TO EXPECT TO BE APPLIED TO THEIR ACCOUNT. FOR MISCELLANEOUS GRANT AMOUNTS, THE SAME PROCESS OUTLINED FOR PART II APPLIES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHALLEE WINNIEPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$130,957BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$19,391BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$5,184NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$155,532TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$377,069NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET QUOTESMethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$168,690NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationNON-CASH GIFTS FORM 990, SCHEDULE M, LINE 32B FOR ANY CONTRIBUTIONS OF STOCK AND OTHER PUBLICLY TRADED SECURITIES, THE FOUNDATION USES A THIRD-PARTY INVESTMENT MANAGER TO HOLD THE SECURITIES, MONITOR PERFORMANCE AND SELL, AS NECESSARY, UNDER THE TERMS OF THE FOUNDATION'S INVESTMENT POLICY. SCHEDULE M, PART I, COLUMN B THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BEACH BOARD MEMBER WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING. AFTER ALLOWING TIME FOR INDIVIDUAL REVIEW, THE BOARD WILL HOLD A TELEPHONE CONFERENCE CALL TO DISCUSS ANY QUESTIONS THAT MAY ARISE. AT THE CONCLUSION OF THE CALL, THE FOUNDATION PRESIDENT WILL CALL FOR A BOARD VOTE TO APPROVE ACCEPTANCE OF THE FORM 990 AS SHOWN. THE PRESIDENT OR VICE PRESIDENT OF FINANCE WILL SIGN THE 990 ON BEHALF OF THE ORGANIZATION, AND IT WILL BE FILED.
FORM 990, PART VI, SECTION B, LINE 12CANY MAJOR CONTRACTS FOR SERVICE (AUDIT, DIRECT MAIL, AND OTHERS) ARE REVIEWED AS PART OF THE BUDGET PROCESS. THE FOUNDATION'S POLICIES AND PROCEDURES INDICATE TO ANNUALLY REVIEW CONTRACTS FOR ANY CONFLICTS. BOARD MEMBERS ARE ALSO REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THESE ARE REVIEWED AND APPROPRIATE ACTIONS TAKEN AS NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15AANNUAL COMPENSATION ADJUSTMENTS ARE APPROVED BY THE BOARD. AFP SALARY SURVEY INFORMATION WAS USED IN 2022 TO ASSURE THE EXECUTIVE DIRECTOR'S COMPENSATION WAS IN LINE WITH MARKET NORMS. THERE ARE CURRENTLY NO EMPLOYEES DESCRIBED IN 15B.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION WILL FURNISH SUCH DOCUMENTS UPON REASONABLE, WRITTEN REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PBP HOLDINGS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1Txt
CityTOWN COUNTRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd
FieldValueIRS element (for citing)
EIN431542735EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd
Total Income-$466TotalIncomeAmt
End Of Year Assets$9,871EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PI BETA PHI FOUNDATIONBusinessNameLine1Txt

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