2021-10-28T11:23:48-05:00 2020-12-31 390859910 BAKER TILLY US LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990EZ 2020-01-01 462415650 OX PSI CHAPTER FOUNDATION INC OXPS 6082518777 1202 REGENT STREET MADISON WI 53715 GERALD ZIMMERMAN PRESIDENT 6082518777 2021-10-27 1 GERALD ZIMMERMAN 999009999 TROY MARINE CPA P00187863 4147775500 2021-10-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X N/A X X 3815 X 3815 3815 30 30 3785 64386 0 68171 64386 68171 64386 68171 0 0 64386 68171 X OX PSI CHAPTER FOUNDATION, INC. HAS BEEN FORMED TO ADVANCE EDUCATION, AND TO PROVIDE RELIEF TO THE POOR, DISTRESSED AND UNDERPRIVILEGED. RAISE AND EXPEND FUNDS ASSOCIATED WITH THE EDUCATIONAL SPACE/AREAS WITHIN THE OX PSI CHAPTER HOUSE ADVANCING THE EDUCATIONAL PURPOSE OF THE FOUNDATION 0 0 EDUCATIONAL SCHOLARSHIPS 0 0 0 GERALD L ZIMMERMAN JR PRESIDENT 1.00 0 0 0 WILLIAM S GRIFFIN SECRETARY 1.00 0 0 0 JEFF ADAMS TREASURER 1.00 0 0 0 JON GRAAN VICE PRESIDENT 1.00 0 0 0 DAVID KIM MEMBER AT LARGE 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WI JEFF ADAMS 1202 REGENT STREET MADISON WI 53715 6082518777 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 90212 35033 24755 6066 3815 159881 90212 35033 24755 6066 3815 159881 124672 35209 69 69 159950 0.22010 0.27530 X FOR THE FISCAL YEAR ENDED DECEMBER 31, 2020, THE OX PSI CHAPTER FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER REGULATION SECTION 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST,WHICH IDENTIFIES THE FOLLOWING RELEVANT FACTORS THAT ARE APPLICABLE:1. TEN PERCENT SUPPORT LIMITATION: THE TOTAL AMOUNT OF PUBLIC SUPPORTNORMALLY RECEIVED EQUALS AT LEAST 10 PERCENT OF THE TOTAL SUPPORTNORMALLY RECEIVED AND IS OVER 20%.2. ATTRACTION OF PUBLIC SUPPORT: THE FOUNDATION IS ORGANIZED ANDOPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON ACONTINUOUS BASIS ON THE GROUNDS THAT IT MAINTAINS A CONTINUOUS AND BONAFIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. 3. ALTHOUGH THE CONTRIBUTIONS RECEIVED FROM DAVID KIM DO NOTCONSTITUTE "UNUSUAL GRANTS" UNDER REG. SECTION 1.509(A)-3(C)(3),REMOVING THIS AMOUNT FROM THE ORGANIZATION'S NUMERATOR AND DENOMINATOROF CONTRIBUTIONS EACH YEAR WOULD RESULT IN WELL OVER 33 1/3% OF ITSCONTRIBUTIONS DEEMED RECEIVED FROM THE PUBLIC.4. IN ADDITION, UNDER REGULATION SECTION 1.170A-9(F)(3)(III)(D)(3)(II),THE ORGANIZATION'S MISSION STATEMENT PROVIDES THAT THE ORGANIZATIONEDUCATE, ENGAGE, EQUIP AND EMPOWER STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN - MADISON. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 30. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.