PI BETA PHI FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PI BETA PHI FOUNDATION (EIN 43-1542735)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-11
IRS object ID
202123159349304472
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T12:08:51-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Line1ONE NORTH BRENTWOODAddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

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)
PersonKATHY SPRAGUEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6362560680PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHYPersonFirstNm
Person LastSPRAGUEPersonLastNm
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
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$8,517,823GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PIBETAPHIFOUNDATION.ORGWebsiteAddressTxt
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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers78TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,238,890PYContributionsGrantsAmt
CY Contributions Grants$3,586,438CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,179,246PYInvestmentIncomeAmt
CY Investment Income$763,085CYInvestmentIncomeAmt
PY Other Revenue$24,288PYOtherRevenueAmt
CY Other Revenue$6,355CYOtherRevenueAmt
PY Total Revenue$4,442,424PYTotalRevenueAmt
CY Total Revenue$4,355,878CYTotalRevenueAmt
PY Grants And Similar Paid$1,856,273PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$772,103CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$959,205PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$842,054CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$27,650PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$498,358CYTotalFundraisingExpenseAmt
PY Other Expenses$624,381PYOtherExpensesAmt
CY Other Expenses$561,420CYOtherExpensesAmt
PY Total Expenses$3,467,509PYTotalExpensesAmt
CY Total Expenses$2,175,577CYTotalExpensesAmt
PY Revenues Less Expenses$974,915PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,180,301CYRevenuesLessExpensesAmt
Total Assets BOY$25,635,329TotalAssetsBOYAmt
Total Assets EOY$32,174,219TotalAssetsEOYAmt
Total Liabilities BOY$1,033,353TotalLiabilitiesBOYAmt
Total Liabilities EOY$356,753TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,601,976NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,817,466NetAssetsOrFundBalancesEOYAmt
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$332,871ExpenseAmt
Grant$224,400GrantAmt
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 DEVELOPS 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 117 AWARDS TOTALING $270,750 WERE MADE IN FY20-21. 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 FY20-21.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$336,388ExpenseAmt
Grant$226,771GrantAmt
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 FY20-21 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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$122,538ExpenseAmt
Grant$82,607GrantAmt
DescSEE SCHEDULE O.LEADERSHIP 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 279 CHAPTER VISITS AND PROVIDED 2,405 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 19,750 UNDERGRADUATES AND THOUSANDS MORE ALUMNAE WERE TOUCHED IN SOME WAY BY THE LEADERSHIP PROGRAMMING OFFERED BY PI BETA PHI IN FY20-21.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$353,527ExpenseAmt
Grant$238,325GrantAmt
DescOTHER 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$353,527TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$238,325TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$1,145,324TotalProgramServiceExpensesAmt
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 OrgYes (1)MoreThan5000KToOrgInd
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 Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash 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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 FldCOStatesWhereCopyOfReturnIsFldCd
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 FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
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 COMM DRAddressLine1Txt
CityTOWN COUNTRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
HALLEE WINNIE
EXECUTIVE DIRECTOR40.00Yes (X)$122,075$0$5,338
KATHY WAGER SPRAGUE
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
GINA GARRISON JONES
SECRETARY6.50Yes (X)$0$0$0Yes (X)
JENNIFER WINDELL HAZELTON
TRUSTEE3.00$0$0$0Yes (X)
TERRE MCFILLEN HALL
VP - DEVELOPMENT7.50Yes (X)$0$0$0Yes (X)
MARY JANE BUCHELE JOHNSON
VP - FINANCE6.00Yes (X)$0$0$0Yes (X)
LESLIE MAGNUS
TRUSTEE4.50$0$0$0Yes (X)
WENDY LABRECHE PRATT
TRUSTEE3.00$0$0$0Yes (X)
CINDY RICE SVEC
TRUSTEE5.50$0$0$0Yes (X)
BRENDA BALKUNAS WIRTH
EX-OFFICIO/FHC PRESIDENT2.00$0$0$0Yes (X)
MARLA NEELLY WULF
EX-OFFICIO/GRAND PRESIDENT2.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$122,075TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,338TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$147,400GovernmentGrantsAmt
All Other Contributions$3,439,038AllOtherContributionsAmt
Noncash Contributions$39,245NoncashContributionsAmt
Total Contributions$3,586,438TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$591,130TotalRevenueColumnAmt
Exclusion$591,130ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,333,900SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,161,945SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$171,955SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$171,955TotalRevenueColumnAmt
Exclusion$171,955ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,355TotalRevenueColumnAmt
Exclusion$6,355ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,355OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,355,878TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$769,440ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$490,167TotalAmt
Program Services$490,167ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$270,750TotalAmt
Program Services$270,750ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$11,186TotalAmt
Program Services$11,186ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$148,535TotalAmt
Program Services$37,134ProgramServicesAmt
Management And General$74,267ManagementAndGeneralAmt
Fundraising$37,134FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$592,277TotalAmt
Program Services$205,178ProgramServicesAmt
Management And General$159,024ManagementAndGeneralAmt
Fundraising$228,075FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,710TotalAmt
Program Services$7,061ProgramServicesAmt
Management And General$5,781ManagementAndGeneralAmt
Fundraising$7,868FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,278TotalAmt
Program Services$10,682ProgramServicesAmt
Management And General$9,795ManagementAndGeneralAmt
Fundraising$11,801FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$48,254TotalAmt
Program Services$15,441ProgramServicesAmt
Management And General$15,924ManagementAndGeneralAmt
Fundraising$16,889FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,660TotalAmt
Program Services$3,951ProgramServicesAmt
Management And General$430ManagementAndGeneralAmt
Fundraising$4,279FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,000TotalAmt
Management And General$27,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$142,056TotalAmt
Management And General$142,056ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,372TotalAmt
Management And General$6,372ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$177,553TotalAmt
Program Services$41,310ProgramServicesAmt
Management And General$10,166ManagementAndGeneralAmt
Fundraising$126,077FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$52,893TotalAmt
Program Services$16,475ProgramServicesAmt
Management And General$19,283ManagementAndGeneralAmt
Fundraising$17,135FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$160TotalAmt
Program Services$80ProgramServicesAmt
Fundraising$80FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,189TotalAmt
Management And General$26,189ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES / SUBSCRIPTIONS$5,926$1,910$1,931$2,085
PUBLIC RELATIONS$1,164$582$582

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$113,447TotalAmt
Program Services$33,417ProgramServicesAmt
Management And General$33,677ManagementAndGeneralAmt
Fundraising$46,353FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,175,577TotalAmt
Program Services$1,145,324ProgramServicesAmt
Management And General$531,895ManagementAndGeneralAmt
Fundraising$498,358FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,592,162BOYAmt
EOY$4,784,254EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,666,945BOYAmt
EOY$1,235,541EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$852,702BOYAmt
EOY$664,619EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$310,783LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$264,873LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$60,358BOYAmt
EOY$45,910EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,396,998BOYAmt
EOY$25,381,707EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$66,164BOYAmt
EOY$62,188EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,635,329BOYAmt
EOY$32,174,219EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$885,953BOYAmt
EOY$266,753EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$147,400BOYAmt
EOY$90,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,033,353BOYAmt
EOY$356,753EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,606,169BOYAmt
EOY$14,531,393EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,995,807BOYAmt
EOY$17,286,073EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,601,976BOYAmt
EOY$31,817,466EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,635,329BOYAmt
EOY$32,174,219EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,180,301ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,035,189NetUnrlzdGainsLossesInvstAmt
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$10,048,839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,703,306CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,609,434CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,238,890CurrentTaxYearMinus1YearAmt
Current Tax Year$3,586,438CurrentTaxYearAmt
Total$25,186,907TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,048,839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,703,306CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,609,434CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,238,890CurrentTaxYearMinus1YearAmt
Current Tax Year$3,586,438CurrentTaxYearAmt
Total$25,186,907TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,271,814SubstantialContributorsTotAmt
Public Support Total170$18,915,093PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$360,408CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$463,345CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$503,514CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$535,065CurrentTaxYearMinus1YearAmt
Current Tax Year$591,130CurrentTaxYearAmt
Total$2,453,462TotalAmt
FieldValueIRS element (for citing)
Total Support$27,640,369TotalSupportAmt
Gross Receipts Rltd Activities$108,225GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68430PublicSupportCY170Pct
Public Support PY1700.70220PublicSupportPY170Pct
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$15,962,276BeginningYearBalanceAmt
Contributions$411,380ContributionsAmt
Investment Earnings Or Losses$4,051,553InvestmentEarningsOrLossesAmt
Other Expenditures$244,297OtherExpendituresAmt
End Year Balance$20,180,912EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,886,714BeginningYearBalanceAmt
Contributions$83,700ContributionsAmt
Investment Earnings Or Losses$213,329InvestmentEarningsOrLossesAmt
Other Expenditures$221,467OtherExpendituresAmt
End Year Balance$15,962,276EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,363,827BeginningYearBalanceAmt
Contributions$5,693,716ContributionsAmt
Investment Earnings Or Losses$656,771InvestmentEarningsOrLossesAmt
Other Expenditures$14,000OtherExpendituresAmt
End Year Balance$12,700,314EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.39230BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.44620PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.16150TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$253,735OtherCostOrOtherBasisAmt
Depreciation$220,305DepreciationAmt
Book Value$33,430BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,048OtherCostOrOtherBasisAmt
Depreciation$44,568DepreciationAmt
Book Value$12,480BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,910TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$9,249,011TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,035,189NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,035,189RevenueNotReportedAmt
Revenue Subtotal$4,213,822RevenueSubtotalAmt
Investment Expenses Not Incld$142,056InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$142,056RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,355,878TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,033,521TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,033,521ExpensesSubtotalAmt
Investment Expenses Not Incld2$142,056InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$142,056ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,175,577TotalExpensesPerForm990Amt

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 APPROXIMATELY 102 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 F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICARegionTxt
Purpose Of GrantLITERACY/EDUCATIONPurposeOfGrantTxt
Cash Grant$11,186CashGrantAmt
Manner Of Cash DisbursementCHECKSMannerOfCashDisbursementTxt
Valuation Method UsedFMVValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE ORGANIZATION REQUIRES AN ANNUAL REPORT OF HOW THE GRANT WAS USED AND PROOF OF EXPENDITURE.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd
Licensed StatesARLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ARIZONA ALPHA CHAPTER HOUSING CORP OF PBP
PO BOX 68364ORO VALLEYAZ85737860047525501(C)(3)$121,861HOUSING EAGP
CHICAGO LITERACY ALLIANCE
5706 S UNIVERSITY AVENUECHICAGOIL60637455134751501(C)(3)$8,315LITERACY
DRURY UNIVERSITY
900 N BRENTON AVENUESPRINGFIELDMO65802440552049501(C)(3)$7,500EDUCATION/INDIVIDUAL SCHOLARSHIP
INDIANA UNIVERSITY - BLOOMINGTON
400 EAST 7 STREETBLOOMINGTONIN47405356001673501(C)(3)$7,000EDUCATION/INDIVIDUAL SCHOLARSHIP
LOUISIANA STATE UNIVERSITY
125 THOMAS BOYD HALLBATON ROUGELA70803726034548501(C)(3)$10,000EDUCATION/INDIVIDUAL SCHOLARSHIP
MARYVILLE UNIVERSITY
650 MARYVILLE UNIVERSITYSAINT LOUISMO63141430653369501(C)(3)$7,500EDUCATION/INDIVIDUAL SCHOLARSHIP
OKLAHOMA BETA CHAPTER HOUSING CORP
324 S CLEVELAND STREETSTILLWATEROK74074736102709501(C)(3)$12,562HOUSING EAGP
PI BETA PHI FRATERNITY
1154 TOWN COUNTRY COMMONS DRIVETOWN COUNTRYMO63017370464584501(C)(7)$298,607LEADERSHIP AND HERITAGE
UNIVERSITY OF MISSISSIPPI
257 MARTINDALE CENTERUNIVERSITYMS38677646001159501(C)(3)$6,600EDUCATION/INDIVIDUAL SCHOLARSHIP
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
OTHER SCHOLARSHIPS20$36,200
ALUMNAE CONTINUING EDUCATION3$10,500
GRADUATE FELLOWSHIP SCHOLARSHIPS15$28,900
UNDERGRADUATE SCHOLARSHIPS61$159,300
ENDOWED SCHOLARSHIPS
EMMA HARPER TURNER FUND17$27,273

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 M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$39,245NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET QUOTESMethodOfDeterminingRevenuesTxt
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 (5 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 2015 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.
FORM 990, PART III, LINE 4IN JANUARY 2020, A NOVEL STRAIN OF CORONAVIRUS (COVID-19) SPREAD THROUGH CHINA AS WELL AS OTHER COUNTRIES WORLDWIDE INCLUDING THE UNITED STATES. THE IMPACT OF THE VIRUS VARIES FROM REGION TO REGION AND FROM DAY TO DAY AND ANY SIGNIFICANT ADDITIONAL SPREADING OF THE VIRUS COULD CONTINUE TO ADVERSELY AFFECT THE FOUNDATION'S SUPPORT AND REVENUE. IN COMPLIANCE WITH GOVERNMENT MANDATES, SINCE MARCH 2020, THE FOUNDATION HAS HAD TO CANCEL OR POSTPONE ALL TRAVEL AND EVENTS INTO FISCAL YEAR 2021. THE CONTINUED OUTBREAK OF THE COVID-19 VIRUS IS LIKELY TO ALSO HAVE FURTHER NEGATIVE IMPACT ON THE ECONOMY CONTINUING INTO 2022; THOSE CHANGES HAVE CURRENT IMPACT ON, AND MAY CONTINUE TO IMPACT IN THE FUTURE, THE FOUNDATION'S ABILITY TO FUNDRAISE. ALL OF THESE FACTORS COULD HAVE A SIGNIFICANT IMPACT ON THE FOUNDATION'S FINANCIAL RESULTS IN 2022 AND BEYOND, HOWEVER, THE EXTENT TO WHICH THE COVID-19 VIRUS IMPACTS THE FOUNDATION'S RESULTS WILL DEPEND ON FUTURE DEVELOPMENTS, WHICH REMAIN HIGHLY UNCERTAIN AND CANNOT BE PREDICTED AT THIS TIME.

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 AND COUNTRY COMMONSAddressLine1Txt
CityTOWN AND COUNTRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd
FieldValueIRS element (for citing)
EIN431542735EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd
Total Income$394TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

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