2017-10-05T15:15:22-05:00 2016-12-31 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2016-01-01 800244485 ZETA BETA TAU FOUNDATION INC ZETA 3173341898 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 FARON LEWITT EXECUTIVE DIRECTOR 3173341898 2017-09-29 1 REBEKAH PAYNE CPA P00841956 3173475200 50.195.153.245 2017-09-29 07:39:57 ED P 828DA516E9ECE3C9AAF429C3E76ABFBC06A7A453 4CFA41B2C2D010AF808557834D314F7574C9EC4E 2016 2021-01-29 14:40:06Z FARON LEWITT 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 2618922 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. 13 13 6 17 0 0 742591 838508 0 0 98069 86206 28039 3658 868699 928372 170064 181926 0 0 312314 302372 0 0 275918 263118 207363 745496 691661 123203 236711 4079276 4576572 88667 94963 3990609 4481609 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 62786 49250 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. 99485 66150 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. 33637 26385 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. 51174 40141 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. 51174 40141 247082 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 2 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X FARON LEWITT 3173341898 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 BRUCE H WEINSTEIN PRESIDENT 1.00 X X 0 0 0 JOEL M EPSTEIN VICE PRESIDENT 1.00 X X 0 0 0 STEVEN E GOLD VICE PRESIDENT 1.00 X X 0 0 0 DANIEL P EASTON SECRETARY 1.00 X X 0 0 0 JERRY N KATZ 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 RICHARD KRELSTEIN DIRECTOR 1.00 X 0 0 0 JAMES S MAMARY FORMER DIRECTOR 1.00 X 0 0 0 SCOTT E SILBERFEIN ESQ FORMER DIRECTOR 1.00 X 0 0 0 ROBERT B SILVERMAN DIRECTOR 1.00 X 0 0 0 MICHAEL F ZARB DIRECTOR 1.00 X 0 0 0 JEFFREY J BAKKER ESQ DIRECTOR 1.00 X 0 0 0 TODD A GAGLIANO DIRECTOR 1.00 X 0 0 0 FARON LEWITT EXECUTIVE DIRECTOR 40.00 X 131085 0 4260 131085 0 4260 1 0 0 0 0 838508 838508 76257 76257 1700499 1690550 9949 9949 9949 MISCELLANEOUS 900099 3658 3658 3658 928372 3658 0 86206 132676 132676 49250 49250 135345 20302 40604 74439 132120 23388 31383 77349 1663 282 132 1249 10718 1818 3334 5566 22526 3243 7313 11970 26420 26420 18551 18551 5580 5580 21736 620 21116 12010 10010 2000 44593 11033 16382 17178 5090 5090 392 392 1569 1569 PRINTING, PUBLICATION, 43027 4431 38596 BANK AND CREDIT CARD FE 24835 643 24192 OTHER MISCELLANEOUS 3063 800 2263 TRAINING AND DEVELOPMEN 497 497 691661 247082 168661 275918 11993 2156 197820 393226 1099292 1133097 5934 10069 10000 656 23257 21372 2277 1885 2710257 2992939 25000 25000 16703 17544 4079276 4576572 33101 30120 55566 63657 0 1186 88667 94963 X -126741 104370 2317043 2568955 1800307 1808284 3990609 4481609 4079276 4576572 X 236711 268401 -14112 X X 1 X 1 X 1 0 X 731716 1024059 505767 742591 838508 3842641 731716 1024059 505767 742591 838508 3842641 372462 3470179 74444 65695 88268 85545 76257 390209 5110 33583 3630 28039 3658 74020 4306870 0.80570 0.83190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 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 1957704 125572 215128 65386 -28852 62986 2198884 0.01380 0.73170 0.25450 0 0 23257 21372 1885 1885 DUE TO RELATED PARTY 1186 1186 X 1164110 268401 -14112 254289 909821 18551 18551 928372 673110 0 673110 18551 18551 691661 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 GENERALLY ACCEPTED ACCOUNTING STANDARDS. UNDER A THREE-YEAR STATUTE OF LIMITATIONS, THE ORGANIZATION REMAINS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED DECEMBER 31, 2013 THROUGH DECEMBER 31, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PLEDGE ALLOWANCE -14,112. 1 ZETA BETA TAU FRATERNITY 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 131496610 501(C)(7) 73111 EDUCATIONAL PROGRAMS CHILDREN'S MIRACLE NETWORK 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 40141 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) 14312 SAFE & HEALTHY CAMPUSES EDUCATION 2 1 SCHOLARSHIPS 27 49250 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 5 0 FMV 0 0 0 PART I, LINE 33: FIVE STOCK CONTRIBUTIONS TOTALING $84,912 WERE RECEIVED TO REDUCE PLEDGE RECEIVABLES. FORM 990, PART VI, SECTION A, LINE 2 BOARD SECRETARY, 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. ANNUAL FORM 990S CAN ALSO BE ATTAINED THROUGH THIRD PARTY WEBSITES SUCH AS WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 44,363. UNCOLLECTIBLE PLEDGES -58,475. 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.