2018-08-06T13:05:44-05:00 2017-12-31 271235638 MCM CPAS & ADVISORS LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2017-01-01 800244485 ZETA BETA TAU FOUNDATION INC ZETA 3173341898 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 FARON LEWITT EXECUTIVE DIRECTOR 3173341898 2018-07-19 1 REBEKAH PAYNE CPA P00841956 3173475200 2017 2022-09-23 18:48:47Z FARON LEWITT 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 2747500 0 X WWW.ZBTFOUNDATION.ORG X 1950 IN SEE SCHEDULE O.THE ZETA BETA TAU FOUNDATION IS A NONPROFIT CORPORATION EXCLUSIVELY COMMITTED TO EDUCATIONAL AND CHARITABLE PURPOSES THAT ASSIST THE BROTHERS OF ZETA BETA TAU FRATERNITY THROUGH THE FUNDING OF SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS TO MAXIMIZE THEIR PERSONAL DEVELOPMENT AND PREPARE THEM TO BE LEADERS OF SOCIETY. THE FOUNDATION ALSO SUPPORTS PHILANTHROPIC INTERESTS VIA GRANTS TO OTHER CHARITABLE ORGANIZATIONS.THE SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS FUNDED BY THE FOUNDATION ENHANCE THE OVERALL VALUE OF MEMBERSHIP IN ZETA BETA TAU FRATERNITY BY COMPLEMENTING THE COLLEGIATE EDUCATIONAL EXPERIENCE. 17 17 5 21 0 0 838508 1078774 0 0 86206 213314 3658 1956 928372 1294044 181926 199985 0 0 302372 317961 0 0 263535 207363 313619 691661 831565 236711 462479 4576572 5143323 94963 78074 4481609 5065249 X SEE SCHEDULE O.THE ZETA BETA TAU FOUNDATION IS A NONPROFIT CORPORATION EXCLUSIVELY COMMITTED TO EDUCATIONAL AND CHARITABLE PURPOSES THAT ASSIST THE BROTHERS OF ZETA BETA TAU FRATERNITY. THE FOUNDATION ASSISTS THE BROTHERS OF ZETA BETA TAU FRATERNITY BY FUNDING SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS TO MAXIMIZE THEIR PERSONAL DEVELOPMENT AND PREPARE THEM TO BE LEADERS OF SOCIETY. THE SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS FUNDED BY THE FOUNDATION ENHANCE THE OVERALL VALUE OF MEMBERSHIP IN ZETA BETA TAU FRATERNITY BY COMPLEMENTING THE COLLEGIATE EDUCATIONAL EXPERIENCE. 0 0 74614 51250 TO PROVIDE SCHOLARSHIPS TO NEEDY AND DESERVING UNDERGRADUATES AND SOME SPECIAL CASES TO GRADUATE STUDENTS WHO ALMOST WITHOUT EXCEPTION ARE MEMBERS OF ZETA BETA TAU FRATERNITY. SCHOLARSHIPS ARE GRANTED BASED ON A FORMULA OF NEED, SCHOLARSHIP, CHAPTER ACTIVITY AND CAMPUS ACTIVITY. 122828 84366 LEADERSHIP GRANTS AND PROGRAMS - TO PROVIDE PARTIAL FUNDING FOR THE ZETA BETA TAU FRATERNITY NATIONAL LEADERSHIP SCHOOL WHICH BRINGS TOGETHER UNDERGRADUATES FROM ACROSS THE UNITED STATES IN ORDER TO ATTEND PANELS, SEMINARS, AND EVENTS ON TOPICS SUCH AS GROUP DYNAMICS, PERSONAL MOTIVATION, ALCOHOL, AND DRUG ABUSE. 47239 32447 LEADERSHIP TRAINING - TO PROVIDE GRANTS TO VARIOUS CHAPTERS OF ZETA BETA TAU FRATERNITY TO FUND THEIR ATTENDANCE AT REGIONAL LEADERSHIP CONCLAVES (DOVER DAYS) AND/OR THE ZETA BETA TAU FRATERNITY NATIONAL LEADERSHIP DEVELOPMENT SCHOOL. 46475 31922 SPLIT FUNDRAISING EVENTS AND PROGRAMS WITH SELECTED UNRELATED CHARITIES. LARGEST CHARITY INCLUDED IN THESE PROGRAM SERVICES IS FUNDRAISING FOR THE CHILDREN'S MIRACLE NETWORK. IN ADDITION, OTHER PROGRAMS TO SUPPORT EDUCATIONAL ACTIVITIES OF THE MEMBERSHIP OF ZETA BETA TAU FRATERNITY. 46475 31922 291156 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X FARON LEWITT 3173341898 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 JERRY N KATZ PRESIDENT 1.00 X X 0 0 0 JOEL M EPSTEIN VICE PRESIDENT 1.00 X X 0 0 0 JEFFREY J BAKKER ESQ SECRETARY 1.00 X X 0 0 0 STEVEN E GOLD TREASURER 1.00 X X 0 0 0 MICHAEL F EASTON DIRECTOR 1.00 X 0 0 0 STEPHEN A GINGOLD DIRECTOR 1.00 X 0 0 0 DANIEL M GOODMAN DIRECTOR 1.00 X 0 0 0 JEFFREY W MANKOFF DIRECTOR 1.00 X 0 0 0 DANIEL P EASTON DIRECTOR 1.00 X 0 0 0 BRET W HRBEK DIRECTOR 1.00 X 0 0 0 PAUL J NORCROSS DIRECTOR 1.00 X 0 0 0 MICHAEL F ZARB DIRECTOR 1.00 X 0 0 0 TODD A GAGLIANO DIRECTOR 1.00 X 0 0 0 ROB D ROTHBORT DIRECTOR 1.00 X 0 0 0 MATTHEW J RUBINS DIRECTOR 1.00 X 0 0 0 SAMUEL H RUDMAN DIRECTOR 1.00 X 0 0 0 BRUCE H WEINSTEIN IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 BARRY M AARONS CORPORATE GOVERNANCE COMMITTEE CHAIRMAN 1.00 X 0 0 0 FARON LEWITT EXECUTIVE DIRECTOR 40.00 X 137387 0 4448 137387 0 4448 1 0 0 0 0 1078774 1078774 82713 82713 1584057 1453456 130601 130601 130601 OTHER MISCELLANEOUS 900099 1956 1956 1956 1294044 1956 0 213314 148735 148735 51250 51250 141835 49642 28366 63827 138331 29259 31339 77733 3117 1271 1846 13927 2056 5416 6455 20751 3062 6147 11542 816 816 29420 29420 21464 21464 6212 6212 7132 885 6247 21061 3760 15301 2000 45220 3392 28677 13151 392 392 1393 1393 BAD DEBTS 70730 70730 PRINTING, PUBLICATION, 58685 9364 49321 BANK AND CREDIT CARD FE 24443 101 24342 OUTSIDE SERVICES 14141 14141 12510 5439 7071 831565 291156 276874 263535 2156 12428 393226 436283 1133097 1283449 10069 38718 656 657 23257 21764 1885 1493 2992939 3326947 25000 25000 17544 18348 4576572 5143323 30120 28317 63657 43201 1186 6556 94963 78074 X 104370 196635 2568955 3081419 1808284 1787195 4481609 5065249 4576572 5143323 X 462479 166836 -45675 X X 1 X 1 X 1 0 X 1024059 505767 742591 838508 1078774 4189699 1024059 505767 742591 838508 1078774 4189699 512934 3676765 65695 88268 85545 76257 82713 398478 33583 3630 28039 3658 1956 70866 4659043 0.78920 0.80570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2411488 11714 266772 148691 69405 2610688 2242753 10385 254970 72104 24516 2411488 2415386 39937 -110440 82743 19387 2242753 2516715 10652 106627 63740 81788 73080 2415386 2198884 31953 424075 68138 70059 2516715 0.01420 0.69960 0.28620 0 0 23257 21764 1493 1493 DUE TO RELATED PARTY 6556 6556 X 1393741 166836 -45675 121161 1272580 21464 21464 1294044 810101 0 810101 21464 21464 831565 PART V, LINE 4: INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE USED TO AWARD SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS ATTENDING COLLEGES AND UNIVERSITIES AND TO FUND EDUCATIONAL GRANTS TO ORGANIZATIONS TO PROMOTE SCHOLARSHIP, LEADERSHIP, CITIZENSHIP, AND STUDENT HEALTH PROGRAMS. PART X, LINE 2: THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -45,675. 1 ZETA BETA TAU FRATERNITY 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 131496610 501(C)(7) 97656 EDUCATIONAL PROGRAMS CHILDREN'S MIRACLE NETWORK 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 31923 PROMOTE ORGANIZATION'S MISSION TO SAVE CHILDREN THROUGH AWARENESS AND SUPPORT OF CHILDREN'S HOSPITALS - SPLIT CONTRIBUTION PROGRAM JEWISH WOMEN INTERNATIONAL 1129 20TH ST SUITE 801 WASHINGTON DC 20036 526040461 501(C)(3) 14157 SAFE & HEALTHY CAMPUSES EDUCATION 2 1 SCHOLARSHIPS 24 51250 PART I, LINE 2: SCHOLARSHIPS ARE SUBJECT TO ACADEMIC PERFORMANCE AND VERIFICATION OF FINANCIAL NEED. GRANTS TO ORGANIZATIONS ARE SUBJECT TO GRANT AGREEMENTS, IF APPLICABLE. X 6 0 FMV 0 0 0 PART I, LINE 33: SIX STOCK CONTRIBUTIONS TOTALING $58,278 WERE RECEIVED TO REDUCE PLEDGE RECEIVABLES. FORM 990, PART VI, SECTION A, LINE 2 BOARD DIRECTOR, DANIEL EASTON, IS THE FATHER OF BOARD DIRECTOR MICHAEL EASTON. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. UPON COMPLETION OF THE ANNUAL DISCLOSURE, THE EXECUTIVE DIRECTOR REVIEWS TO ENSURE THAT THERE ARE NO POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES INDUSTRY COMPENSATION DATA ALONG WITH CONSIDERATION OF RESPONSIBILITIES, AUTHORITY AND TIME DEVOTION IN ORDER TO ESTABLISH AN EXECUTIVE DIRECTOR SALARY THAT IS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -45,675. PAGE 12, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT AND SELECTS AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.