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SIGMA PHI OF VERMONT EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SIGMA PHI OF VERMONT EDUCATIONAL FOUNDATION INC (EIN 42-1733103)
Tax period
2016-01-01 to 2016-12-31
Filed
2018-11-14
IRS object ID
201823189349102157
Schema version
2016v3.0
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)
Return2018-11-14T13:49:25-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223840651PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Schulman Lobel Et Al LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 Avenue of the AmericasAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421733103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sigma Phi of Vermont EducationalBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSIGMBusinessNameControlTxt
Phone2038036504PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 LALLEY BLVDAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE BROWNPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2038036504PhoneNum
Signature2018-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonElliott LavietesPreparerPersonNm
PTINP00166567PTIN
Phone2128685781PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address158.106.220.82IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-31IPDt
IP Tm08:13:19IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD191EE4730C423AA1813BAEE2D124E4868C32A7BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,885FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$720ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$720TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,744OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,744OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,744OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,744TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,744TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,744TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$990ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$990ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,734TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,744TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,734TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,014ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,899CashBOYAmt
Cash EOY$17,885CashEOYAmt
Cash EOYFMV$17,885CashEOYFMVAmt
Total Assets BOY$19,899TotalAssetsBOYAmt
Total Assets EOY$17,885TotalAssetsEOYAmt
Total Assets EOYFMV$17,885TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,899RetainedEarningBOYAmt
Retained Earning EOY$17,885RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,899TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,885TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,899TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,885TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,899TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,014ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,885SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,885TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,382AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,802NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.120291DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,072AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,767NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.162293DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,851AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,057NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.229738DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,929AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,992NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.866992DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,628AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,166NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.476578DistributionYr5Rt
Total Distribution2.855892TotalDistributionRt
Average Distribution0.571178AverageDistributionRt
Net Vl Noncharitable Assets$18,057NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,314AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,314AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,734QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.alphaofvermont.orgWebsiteAddressTxt
Individual With BooksBLAKE BROWNIndividualWithBooksNm
Phone2038036504PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 LALLEY BLVDAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NARRIC ROME
5912 CONWAY ROADBETHESDAMD20817PRESIDENT1.00$0$0$0
JOHN BRITTEN
C/O BLAKE BROWNE 10 LALLEY BLVDFAIRFIELDCT06824VICE PRESIDENT1.00$0$0$0
BLAKE BROWNE
10 LALLEY BLVDFAIRFIELDCT06824TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Contribute to the cost of repairs at a fraternity house owned by the Vermont Chapter of the Sigma Phi Society, in proportion to the use of the building for educational purposes.Description1Txt
Expenses1$990Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,332AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,332TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$275CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,057NetVlNoncharitableAssetsAmt
Minimum Investment Return$903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$903MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$903DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$903DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$903DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,734ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,734QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,734AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$903DistributableAsAdjustedAmt
Undistributed Income PY$990UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,734QualifyingDistributionsAmt
Applied To Year1$990AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$903UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA CHAPTER OF THE SIGMA PHI SOCIETY OF THE UNIVERSITY OF VERMONTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1420 COLLEGE STAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05401ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)2RecipientFoundationStatusTxt
Grant Or Contribution PurposeEXPENSES OF COLLEGE FRATERNITY HOUSE IN PROPORTION TO ITS EDUCATIONAL USEGrantOrContributionPurposeTxt
Amt$990Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$990TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$990InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1ALPHA CHAPTER OF THE SIGMA PHI SOCIETY OF THE UNIVERSITY OF VERMONTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmREIMBURSE EXPENSES OF COLLEGE FRATERNITY HOUSE IN PROPORTION TO ITS EDUCATIONAL PURPOSE.TransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA CHAPTER OF THE SIGMA PHI SOCIETY OF THE UNIVERSITY OF VERMONTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)2OrganizationTypeDesc
Relationship DescriptionOVERLAPPING MEMBERSHIPRelationshipDescriptionTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWEBSITE FEESDesc
Revenue And Expenses Per Books$1,744RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,744AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,744DisbursementsCharitablePrpsAmt

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