FURP.ORG / PUBLIC DATA EXPLORER

PI BETA PHI FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PI BETA PHI FOUNDATION (EIN 43-1542735)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-12-01
IRS object ID
202013369349300331
Schema version
2019v5.1
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)
Return2020-12-01T16:59:52-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-11-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY A RYANPreparerPersonNm
PTINP00829977PTIN
Phone3142903300PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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$12,416,949GrossReceiptsAmt
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 Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers78TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,609,434PYContributionsGrantsAmt
CY Contributions Grants$3,238,890CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,191,565PYInvestmentIncomeAmt
CY Investment Income$1,179,246CYInvestmentIncomeAmt
PY Other Revenue$13,025PYOtherRevenueAmt
CY Other Revenue$24,288CYOtherRevenueAmt
PY Total Revenue$7,814,024PYTotalRevenueAmt
CY Total Revenue$4,442,424CYTotalRevenueAmt
PY Grants And Similar Paid$1,512,149PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,856,273CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$816,711PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$959,205CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$121,567PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$27,650CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$590,009CYTotalFundraisingExpenseAmt
PY Other Expenses$893,412PYOtherExpensesAmt
CY Other Expenses$624,381CYOtherExpensesAmt
PY Total Expenses$3,343,839PYTotalExpensesAmt
CY Total Expenses$3,467,509CYTotalExpensesAmt
PY Revenues Less Expenses$4,470,185PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$974,915CYRevenuesLessExpensesAmt
Total Assets BOY$24,834,482TotalAssetsBOYAmt
Total Assets EOY$25,635,329TotalAssetsEOYAmt
Total Liabilities BOY$390,379TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,033,353TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,444,103NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,601,976NetAssetsOrFundBalancesEOYAmt
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$1,110,825ExpenseAmt
Grant$884,770GrantAmt
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 118 AWARDS TOTALING $202,200 WERE MADE IN FY19-20. 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 FY19-20.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$209,040ExpenseAmt
Grant$166,500GrantAmt
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 FY19-20 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$104,131ExpenseAmt
Grant$82,940GrantAmt
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 192 CHAPTER VISITS AND PROVIDED 2,100 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 20,500 UNDERGRADUATES AND THOUSANDS MORE ALUMNAE WERE TOUCHED IN SOME WAY BY THE LEADERSHIP PROGRAMMING OFFERED BY PI BETA PHI IN FY19-20.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$906,547ExpenseAmt
Grant$722,063GrantAmt
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$906,547TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$722,063TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,330,543TotalProgramServiceExpensesAmt
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 Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee13EmployeeCnt
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 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 FldMEStatesWhereCopyOfReturnIsFldCd
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
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
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 (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATE BLATHERWICK PICKERT
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
JANICE WORTHINGTON LISKO
VP - FINANCE6.00Yes (X)Yes (X)$0$0$0
KATHY WAGER SPRAGUE
VP - DEVELOPMENT5.00Yes (X)Yes (X)$0$0$0
GINA GARRISON JONES
SECRETARY8.00Yes (X)Yes (X)$0$0$0
BRENDA BALKUNAS WIRTH
EX-OFFICIO/FHC PRESIDENT1.50Yes (X)$0$0$0
MARY JANE BUCHELE JOHNSON
TRUSTEE3.00Yes (X)$0$0$0
LESLIE MAGNUS
TRUSTEE4.50Yes (X)$0$0$0
TERRE MCFILLEN HALL
TRUSTEE11.00Yes (X)$0$0$0
MARLA NEELLY WULF
EX-OFFICIO/GRAND PRESIDENT4.00Yes (X)$0$0$0
CINDY RICE SVEC
TRUSTEE6.50Yes (X)$0$0$0
JENNIFER WINDELL HAZELTON
TRUSTEE3.00Yes (X)$0$0$0
HALLEE WINNIE
EXECUTIVE DIRECTOR40.00Yes (X)$161,874$0$5,616
FieldValueIRS element (for citing)
Total Reportable Comp From Org$161,874TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,616TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GABRIEL GROUPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13190 RIDER TRAIL SOUTHAddressLine1Txt
CityEARTH CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63045ZIPCd
FieldValueIRS element (for citing)
ServicesMARKETING/FUNDRAISING CONSULTANTServicesDesc
Compensation$109,923CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,238,890AllOtherContributionsAmt
Noncash Contributions$223,393NoncashContributionsAmt
Total Contributions$3,238,890TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$535,065TotalRevenueColumnAmt
Exclusion$535,065ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,618,706SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,974,525SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$644,181SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$644,181TotalRevenueColumnAmt
Exclusion$644,181ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,288TotalRevenueColumnAmt
Exclusion$24,288ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,288OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,442,424TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,203,534ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,573,381TotalAmt
Program Services$1,573,381ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$282,892TotalAmt
Program Services$282,892ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$179,307TotalAmt
Program Services$59,172ProgramServicesAmt
Management And General$57,377ManagementAndGeneralAmt
Fundraising$62,758FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$671,776TotalAmt
Program Services$215,265ProgramServicesAmt
Management And General$219,431ManagementAndGeneralAmt
Fundraising$237,080FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,462TotalAmt
Program Services$5,826ProgramServicesAmt
Management And General$6,174ManagementAndGeneralAmt
Fundraising$6,462FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$34,395TotalAmt
Program Services$11,650ProgramServicesAmt
Management And General$9,937ManagementAndGeneralAmt
Fundraising$12,808FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$55,265TotalAmt
Program Services$17,685ProgramServicesAmt
Management And General$18,237ManagementAndGeneralAmt
Fundraising$19,343FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,566TotalAmt
Program Services$7,243ProgramServicesAmt
Management And General$1,495ManagementAndGeneralAmt
Fundraising$8,828FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,600TotalAmt
Management And General$26,600ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$27,650TotalAmt
Fundraising$27,650FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$96,021TotalAmt
Management And General$96,021ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,077TotalAmt
Program Services$1,357ProgramServicesAmt
Management And General$15,720ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$199,531TotalAmt
Program Services$59,003ProgramServicesAmt
Management And General$8,246ManagementAndGeneralAmt
Fundraising$132,282FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$65,465TotalAmt
Program Services$22,957ProgramServicesAmt
Management And General$21,001ManagementAndGeneralAmt
Fundraising$21,507FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$46,285TotalAmt
Program Services$21,721ProgramServicesAmt
Management And General$7,584ManagementAndGeneralAmt
Fundraising$16,980FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,304TotalAmt
Management And General$20,304ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PUBLIC RELATIONS$42,146$23,040$3,567$15,539
DUES / SUBSCRIPTIONS$18,048$5,083$7,415$5,550

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$75,338TotalAmt
Program Services$24,268ProgramServicesAmt
Management And General$27,848ManagementAndGeneralAmt
Fundraising$23,222FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,467,509TotalAmt
Program Services$2,330,543ProgramServicesAmt
Management And General$546,957ManagementAndGeneralAmt
Fundraising$590,009FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,930,974BOYAmt
EOY$3,592,162EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,798,632BOYAmt
EOY$1,666,945EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$867,916BOYAmt
EOY$852,702EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$299,042LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$238,684LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$50,569BOYAmt
EOY$60,358EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,945,352BOYAmt
EOY$19,396,998EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$241,039BOYAmt
EOY$66,164EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,834,482BOYAmt
EOY$25,635,329EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$390,379BOYAmt
EOY$885,953EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$147,400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$390,379BOYAmt
EOY$1,033,353EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,214,551BOYAmt
EOY$10,606,169EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,229,552BOYAmt
EOY$13,995,807EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,444,103BOYAmt
EOY$24,601,976EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,834,482BOYAmt
EOY$25,635,329EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$974,915ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$817,042NetUnrlzdGainsLossesInvstAmt
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$3,471,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,048,839CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,703,306CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,609,434CurrentTaxYearMinus1YearAmt
Current Tax Year$3,238,890CurrentTaxYearAmt
Total$25,071,719TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,471,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,048,839CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,703,306CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,609,434CurrentTaxYearMinus1YearAmt
Current Tax Year$3,238,890CurrentTaxYearAmt
Total$25,071,719TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,845,791SubstantialContributorsTotAmt
Public Support Total170$19,225,928PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$330,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$360,408CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$463,345CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$503,514CurrentTaxYearMinus1YearAmt
Current Tax Year$535,065CurrentTaxYearAmt
Total$2,192,908TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,274CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,592CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,025CurrentTaxYearMinus1YearAmt
Current Tax Year$24,288CurrentTaxYearAmt
Total$114,144TotalAmt
FieldValueIRS element (for citing)
Total Support$27,378,771TotalSupportAmt
Public Support CY1700.70220PublicSupportCY170Pct
Public Support PY1700.70590PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2015 AMOUNT: $ 12,274. 2016 AMOUNT: $ 28,965. 2017 AMOUNT: $ 35,592. 2018 AMOUNT: $ 13,025. 2019 AMOUNT: $ 24,288.ExplanationTxt

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,326,995BeginningYearBalanceAmt
Contributions$351,727ContributionsAmt
Investment Earnings Or Losses-$5,527InvestmentEarningsOrLossesAmt
Other Expenditures$309,368OtherExpendituresAmt
End Year Balance$6,363,827EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.39460BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54030PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06510TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$241,994OtherCostOrOtherBasisAmt
Depreciation$197,491DepreciationAmt
Book Value$44,503BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,048OtherCostOrOtherBasisAmt
Depreciation$41,193DepreciationAmt
Book Value$15,855BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$60,358TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,529,361TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$817,042NetUnrealizedGainsInvstAmt
Revenue Not Reported-$817,042RevenueNotReportedAmt
Revenue Subtotal$4,346,403RevenueSubtotalAmt
Investment Expenses Not Incld$96,021InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$96,021RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,442,424TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,371,488TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,371,488ExpensesSubtotalAmt
Investment Expenses Not Incld2$96,021InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$96,021ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,467,509TotalExpensesPerForm990Amt

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 4B AND PART XII, LINE 4BINVESTMENT FEES INVESTMENT FEES ARE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1TREK ADVANCEMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1176 N MILL STREETAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTANTSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$27,560RetainedByContractorAmt
Net To Organization-$27,560NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$27,560TotalRetainedByContractorsAmt
Total Net To Organization-$27,560TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
PI BETA PHI FRATERNITY
1154 TOWN COUNTRY COMMONS DRIVETOWN COUNTRYMO63017370464584501(C)(7)$1,259,043LITERACY
ARKANSAS ALPHA HOUSING CORP
1852 EAST JOYCE BOULEVARDFAYETTEVILLEAR72701237114376501(C)(7)$190,833EDUCATIONAL AREA GRANT
BOYS & GIRLS CLUB OF BRAZOS VALLEY
9000 W WILLIAM JOEL BRYAN PARKWAYBRYANTX77803746079584501(C)(3)$54,357LITERACY
BOYS AND GIRLS CLUB OF LEE COUNTY
1365 GATEWOOD DRIVEAUBURNAL36830581875904501(C)(3)$7,039LITERACY
KIDS NEED TO READ
2450 WEST BROADWAY ROAD SUITE 110MESAAZ85202262755631501(C)(3)$12,726LITERACY
VOLUNTEERS IN PUBLIC SCHOOLS
4070 TUNICA STREETBATON ROUGELA70805721002253501(C)(3)$9,696LITERACY
FREEDOM SCHOOL OKLAHOMA CITY INC
PO BOX 54364OKLAHOMA CITYOK73154800234194501(C)(3)$7,685LITERACY
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
OTHER SCHOLARSHIPS36$1,800
ALUMNAE CONTINUING EDUCATION5$13,800
GRADUATE FELLOWSHIP SCHOLARSHIPS11$21,000
UNDERGRADUATE SCHOLARSHIPS34$66,700
ENDOWED SCHOLARSHIPS46$67,700
EMMA HARPER TURNER FUND28$78,892

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$132,374BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$29,500BonusFilingOrganizationAmount
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$5,616NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$167,490TotalCompensationFilingOrgAmt
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
Contribution19ContributionCnt
Noncash Contributions Rpt F990$223,393NoncashContributionsRptF990Amt
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 (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 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.

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$6,983TotalIncomeAmt
End Of Year Assets$9,105EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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