2014-08-14T13:41:35-05:00 2013-12-31 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2013-01-01 800244485 ZETA BETA TAU FOUNDATION INC ZETA 3173341898 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 FARON LEWITT EXECUTIVE DIRECTOR 3173341898 2014-08-07 1 RYAN KEITH CPA P00846149 3173475200 2013 2015-11-30 17:44:51Z FARON LEWITT 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 4382457 0 X WWW.ZBT.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. 16 16 7 19 0 0 981716 1024059 0 0 138864 417403 5110 33583 1125690 1475045 112287 98628 0 0 244535 276474 41099 17431 615250 303900 556079 701821 948612 423869 526433 3634543 4164294 45573 24069 3588970 4140225 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 87700 48725 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. 32668 18150 LEADERSHIP DEVELOPMENT SCHOOL - 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 AND SEMINARS ON TOPICS SUCH AS GROUP DYNAMICS, PERSONAL MOTIVATION, ALCOHOL, AND DRUG ABUSE. 26117 14510 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. 31036 17243 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. 31036 17243 177521 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 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 BARRY M AARONS PRESIDENT 1.00 X X 0 0 0 BRUCE H WEINSTEIN VICE PRESIDENT 1.00 X X 0 0 0 BRIAN D RUBEN TREASURER 1.00 X X 0 0 0 ROBERT B SILVERMAN SECRETARY 1.00 X X 0 0 0 SCOTT E SILBERFEIN VICE PRESIDENT 1.00 X X 0 0 0 BRUCE H BALONICK DIRECTOR 1.00 X 0 0 0 ALAN C BELL DIRECTOR 1.00 X 0 0 0 MICHAEL F EASTON DIRECTOR 1.00 X 0 0 0 DANIEL P EASTON DIRECTOR 1.00 X 0 0 0 STEVEN E GOLD DIRECTOR 1.00 X 0 0 0 DANIEL M GOODMAN DIRECTOR 1.00 X 0 0 0 JERRY N KATZ DIRECTOR 1.00 X 0 0 0 JAMES S MAMARY DIRECTOR 1.00 X 0 0 0 LINDA SIMON DIRECTOR 1.00 X 0 0 0 GREGG F WITT DIRECTOR 1.00 X 0 0 0 MICHAEL ZARB DIRECTOR 1.00 X 0 0 0 CRAIG J WILD FORMER DIRECTOR 1.00 X 0 0 0 RICHARD N ABRAMS FORMER DIRECTOR 1.00 X 0 0 0 FARON LEWITT EXECUTIVE DIRECTOR 40.00 X 115773 0 7371 115773 0 7371 1 0 0 0 0 1024059 110575 1024059 65695 65695 3259120 2907412 351708 351708 351708 MISCELLANEOUS 900099 24074 24074 ALUMNI EVENT REGISTRATIONS 900099 9509 9509 33583 1475045 33583 0 417403 49903 49903 48725 48725 123144 24630 30786 67728 121118 13477 16757 90884 3890 279 1247 2364 10459 67 50 10342 17863 2777 3333 11753 772 772 32773 32773 17431 17431 26356 26356 5486 667 4819 2998 492 269 2237 9930 3965 1983 3982 51800 7897 14912 28991 28283 12717 15566 393 393 1496 1496 UNCOLLECTIBLE PLEDGE WR 279851 279851 PRINTING, PUBLICATION, 68884 11925 4361 52598 BANK AND CREDIT CARD FE 25754 1242 24512 TRAINING AND DEVELOPMEN 13446 13446 7857 846 7011 948612 177521 155841 615250 122686 27372 86699 204687 1183904 1155667 164 2689 12723 14871 16645 21740 20196 1937 1544 1990630 2694807 218940 30000 3000 14712 15160 3634543 4164294 25115 17728 20458 6111 0 230 45573 24069 X -166850 19110 2058925 2405313 1696895 1715802 3588970 4140225 3634543 4164294 X 526433 111304 -86482 X X 1 X 1 X 1 0 X 636396 641202 571091 731716 1024059 3604464 636396 641202 571091 731716 1024059 3604464 344770 3259694 57049 67193 63841 74444 65695 328222 650 1174 1697 5110 33583 42214 3974900 0.82010 0.82690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2198884 31953 424075 68138 0 70059 2516715 1957704 125572 215128 65386 -28852 62986 2198884 2062855 7889 -34753 65142 -45444 58589 1957704 1820201 7082 287981 64380 -40165 28194 2062855 1602793 39175 369731 141911 27054 22533 1820201 0.03810 0.63120 0.33070 0 0 21740 20196 1544 1544 DUE TO FRATERNITY 230 230 X 1193660 111304 -366333 -255029 1448689 26356 26356 1475045 642405 0 642405 26356 279851 306207 948612 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, 2010 THROUGH DECEMBER 31, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PLEDGE ALLOWANCE REPORTED AS BAD DEBT EXPENSE -366,333. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PLEDGE ALLOWANCE REPORTED AS BAD DEBT EXPENSE 279,851. X X X 1 STEWART BALL LLC 5120 VENTURA DRIVE DELRAY BEACH FL 33484 DONOR SOLICITATION 0 0 12667 -12667 12667 -12667 1 ZETA BETA TAU FRATERNITY 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 131496610 501(C)(7) 32260 EDUCATIONAL PROGRAMS CHILDREN'S MIRACLE NETWORK 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 17243 PROMOTE ORGANIZATION'S MISSION TO SAVE CHILDREN THROUGH AWARENESS AND SUPPORT OF CHILDREN'S HOSPITALS - SPLIT CONTRIBUTION PROGRAM 1 1 SCHOLARSHIPS 35 48725 PART I, LINE 2: SCHOLARSHIPS ARE SUBJECT TO ACADEMIC REVIEW AND VERIFICATION OF EXPENSES INCURRED. GRANTS TO ORGANIZATIONS ARE SUBJECT TO GRANT AGREEMENTS, IF APPLICABLE. ZETA BETA TAU FRATERNITY INC SUBSTANTIAL CONTRIBUTOR 32260 EDUCATIONAL PROGRAMMING GRANTS EDUCATIONAL PROGRAMMING GRANTS X 6 110575 FMV AT DATE OF DONATION 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 BOARD 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.COM. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -86,482. 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.