2013-04-09T13:31:47-05:00 2012-05-31 351178661 BLUE & CO LLC 8800 LYRA DRIVE SUITE 450 COLUMBUS OH 43240 990 2011-06-01 800296934 BETA THETA PI FOUNDATION BETA 5135237591 5134 BONHAM ROAD OXFORD OH 45056 JUDSON HORRAS 5135237591 2013-04-03 1 STEPHEN A SHERIDAN P00028551 6148852583 2013-04-03 2011 2016-02-25 16:41:14Z JUDSON HORRAS 5134 BONHAM ROAD OXFORD OH 45056 5302764 0 X WWW.BETATHETAPI.ORG/FOUNDATION.HTML X 2010 OH THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI. 13 13 0 32 0 0 3981057 4626563 11099 19533 564004 350000 275076 260296 4831236 5256392 1887335 1409577 0 0 652069 759947 154617 208688 389930 598177 691506 3292198 3069718 1539038 2186674 17406371 18526317 739196 924178 16667175 17602139 THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI. 0 0 797442 797442 CONTRIBUTIONS RECEIVED AND ENDOWMENT DRAWS ARE USED TO AWARD EDUCATIONAL GRANTS TO ORGANIZATIONS THAT PROVIDE SCHOLARSHIPS AVAILABLE TO APPROXIMATELY 6,000 COLLEGIATE STUDENTS. 125595 125595 TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNVIERSITY. 486540 486540 DESIGNATED EDUCATIONAL AREA GRANTS ARE AWARDED TO PROPERTIES WITH AREAS DESIGNATED FOR EDUCATIONAL PURPOSES. 1102198 397577 1102198 397577 2511775 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JUDSON HORRAS 5135237591 5134 BONHAM ROAD OXFORD OH 45056 X HOUSER DOUGLAS 2.00 X X 0 0 0 LIEBERMAN JEFFREY 2.00 X X 0 0 0 MADDOX LYNN C 2.00 X X 0 0 0 STEBBINS JOHN H 2.00 X X 0 0 0 BECKER STEPHEN H 1.00 X 0 0 0 KAY WAYNE S 1.00 X 0 0 0 DUBES MIKE 1.00 X 0 0 0 WRIGHT DAVID 1.00 X 0 0 0 MERGLER H KENT 1.00 X 0 0 0 MCCORMICK DR CHARLES O III 1.00 X 0 0 0 BRADEN R ETHAN 1.00 X 0 0 0 SCHAUPP ROBERT J 1.00 X 0 0 0 SPANGLER RICHARD C III 1.00 X 0 0 0 BRANT JONATHAN 40.00 X 119679 13477 15735 COBB MARTIN 40.00 X 43366 79660 15569 HORRAS JUDSON 40.00 X 23771 94254 10580 186816 187391 41884 1 0 0 0 0 104673 4521890 4626563 MEETINGS AND CONFERENC 900099 19533 19533 19533 378044 378044 277169 0 277169 277169 277169 28044 -28044 -28044 -28044 1455 18328 -16873 -16873 5256392 397577 0 232252 1283982 1283982 125595 125595 202551 182296 20255 524835 472352 52483 31787 28608 3179 774 697 77 5505 5505 208688 208688 42260 42260 5680 5680 76322 68690 7632 46318 16211 1390 28717 1182 1064 118 4374 3937 437 62050 55845 6205 65638 59074 6564 414 414 143442 129098 14344 MISCELLANEOUS 238321 78646 7150 152525 3069718 2511775 168013 389930 20 20 1701421 2126272 1591091 3256234 185 15818 9234 2877 5303 3847918 2096338 1609034 1751580 12486110 11377489 17406371 18526317 739196 924178 739196 924178 X 5011034 4618290 5323220 6444941 6332921 6538908 16667175 17602139 17406371 18526317 2186674 -1251710 X X 0 1 1 X 0 X 3981057 4626563 8607620 3981057 4626563 8607620 8607620 564004 378044 942048 286175 296702 582877 10132545 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12221490 264053 -885124 588606 11011813 8788585 1847650 2005497 420242 12221490 0.22740 0.59390 0.17870 0 0 107934 107934 2494428 1047907 1446521 511064 357196 153868 734492 691235 43257 1751580 ANNUITIES - PNC BANK 294686 F MARKETABLE SECURITIES 10322258 F UNREALIZED APPRECIATION 760545 F 11377489 5256392 3069718 2186674 -1251710 -1251710 934964 4023011 -1251709 -1251709 5274720 -18328 -18328 5256392 3088046 18328 18328 3069718 0 3069718 PART XI, LINE 8 - OTHER ADJUSTMENTS: COST OF GOODS SOLD -18,328. COST OF GOODS SOLD 18,328. FIN 48 (ASC 740) ACCOUNTING PRINCIPLES GENERALL ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VAIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. X 1 SKYSTONE PARTNERS LLC 635 WEST SEVENTH ST STE 107 CINCINNATI OH 45203 FEASIBILITY STUDY 0 0 0 0 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAILING 0 0 0 0 1 BETA THETA PI FRATERNITY 134 BONHAM RD OXFORD OH 45056 310531047 501(C)(7) 797442 LEADERSHIP DEVELOPMENT PROGRAMMING TAU SIGMA ALUMNI ASSOCIATION PO BOX 323 AMES IA 50010 237213015 501(C)(7) 6011 DESIGNATED EDUCATIONAL AREA GRANT CRUCIBLE BUILDING ASSOCIATION PO BOX 1191 GOLDEN CO 80402 841162529 91000 DESIGNATED EDUCATIONAL AREA GRANT FLORIDA BETA STUDENT AID FUND INC 3704 SW 94TH WAY GAINESVILLE FL 32608 237366820 501(C)(7) 33000 DESIGNATED EDUCATIONAL AREA GRANT ASSOCIATION OF FRATERNITY ADVISORS FOUNDATION 9640 AUGUSTA DR CARMEL IN 46032 351920532 501(C)(3) 5000 SUPPORT THE FRATERNAL VALUES MOVEMENT BETA RHO ALUMNI CORPORATION 1699 OAK STREET EUGENE OR 97401 936027839 501(C)(7) 25750 DESIGNATED EDUCATIONAL AREA GRANT ALPHA CHAPTER HOUSE COMPANY 200 EAST HIGH STREET OXFORD OH 45056 310215990 17472 DESIGNATED EDUCATIONAL AREA GRANT GAMMA BETA HOUSE ASSOCIATION INC 1440 SOUTH AMBASSADOR WAY SALT LAKE UT 84108 870480162 240000 DESIGNATED EDUCATIONAL AREA GRANT GAMMA OMICRON ALUMNI 4440 PATTERDALE DRIVE NORTH VANCOUVER BC V7R 4LB OC 999999999 22500 DESIGNATED EDUCATIONAL AREA GRANT BETA OF KNOXVILLE INC 1911 LAKE AVENUE KNOXVILLE TN 37916 204566348 39000 DESIGNATED EDUCATIONAL AREA GRANT BETA NU OF BETA THETA PI BUILDING COMPANY 5709 ARNSBY PLACE CINCINNATI OH 45227 316041548 5358 DESIGNATED EDUCATIONAL AREA GRANT 1 10 TUITION SCHOLARSHIPS 225 125595 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE BETA THETA PI FOUNDATION BOARD OF DIRECTORS APPROVES GRANT APPLICATIONS TO SUPPORT WORTHY EDUCATIONAL PROGRAMS. BEFORE ANY GRANTS ARE ISSUED, THE BETA THETA PI FOUNDATION ENSURES THAT THE WORTHINESS AND RESULTS OF THE PROGRAM ARE SUBMITTED IN WRITING AND REVIEWED. X 27 551882 AVERAGE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION TREASURER (AUDIT COMMITTEE CHAIR) REVIEWS THE FORM 990 AND ASKS STAFF TO EMAIL IT TO THE REMAINDER OF THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. IF A CONFLICT OCCURS, THE BOARD CHAIRMAN AND THE EXECUTIVE DIRECTOR ARE INFORMED AND THE CONFLICT IS WORKED THROUGH. NO CONFLICTS WERE NOTED FOR THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES OF THE BETA THETA PI FRATERNITY CONDUCTED THE COMPENSATION REVIEW IN 2011 AND IT IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. AVERAGE HOURS WORKED FORM 990, PART VII, COLUMN B JONATHEN BRANT IS COMPENSATED BY THE BETA THETA PI FRATERNITY AND BY THE BETA THETA PI FOUNDATION. MR BRANT ALLOCATES APPROXIMATELY FOUR HOURS EACH WEEK TO THE BETA THETA PI FRATERNITY AND 36 HOURS PER WEEK TO THE BETA THETA PI FOUNDATION. MARTON COBB IS COMPENSATED BY THE BETA THETA PI FRATERNITY AND BY TH BETA THETA PI FOUNDATION. MR COBB ALLOCATES APPROXIMATELY 26 HOURS EACH WEEK TO THE BETA THETA PI FRATERNITY AND 14 HOURS EACH WEEK TO THE BETA THETA PI FOUNDATION. JUDSON HORRAS IS COMPENSATED BY THE BETA THETA PI FRATERNITY AND BY THE BETA THETA PI FOUNDATION. MR HORRAS ALLOCATES APPROXIMATELY 32 HOURS EACH WEEK TO THE BETA THETA PI FRATERNITY AND RIGHT HOURS EACH WEEK TO THE BETA THETA PI FOUNDATION. FORM 990, PART XI, LINE 5 NET UNREALIZED LOSSES ON INVESTMENTS -1,251,710 BETA THETA PI FRATERNITY 5134 BONHAM RD OXFORD OH 45056 310531047 PROMOTE AND DEVELOP INTELLECT AND CULTURE OH 501(C)(7) 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0