FURP.ORG / PUBLIC DATA EXPLORER

PHI BETA PSI SORORITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PHI BETA PSI SORORITY (EIN 23-7254166)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-01-28
IRS object ID
202600289349300805
Schema version
2024v5.2
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)
Return2026-01-28T06:38:49-08:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813734095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Winters Tax & Consulting LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1158 Thierman LnAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237254166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHI BETA PSI CHARITY TRUST FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHIBBusinessNameControlTxt
Phone8122469337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1814 MICHIGAN STREETAddressLine1Txt
CitySELLERSBURGCityNm
State AbbreviationINStateAbbreviationCd
ZIP47172ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOY SPENCERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8122469337PhoneNum
Signature2025-12-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTimothy Winters EAPreparerPersonNm
PTINP00644529PTIN
Phone5022081400PhoneNum
Preparation2026-01-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOY SPENCERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1814 MICHIGAN STAddressLine1Txt
CitySELLERSBURGCityNm
State AbbreviationINStateAbbreviationCd
ZIP47172ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$572,599GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionPROVIDING CANCER RESEARCH GRANTS. NO INCOME IS REPORTED FROM PROGRAM SERVICES, SINCE THE PROGRAM SERVICES ARE RESEARCH -GRANTS TO DOCTORS, HOSPITALS AND UNIVERSITIES IN THE FIELD OF CANCERActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$445,093PYContributionsGrantsAmt
CY Contributions Grants$566,032CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,008PYInvestmentIncomeAmt
CY Investment Income$6,567CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$446,101PYTotalRevenueAmt
CY Total Revenue$572,599CYTotalRevenueAmt
PY Grants And Similar Paid$462,168PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$446,100CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$462,168PYTotalExpensesAmt
CY Total Expenses$446,100CYTotalExpensesAmt
PY Revenues Less Expenses-$16,067PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$126,499CYRevenuesLessExpensesAmt
Total Assets BOY$446,104TotalAssetsBOYAmt
Total Assets EOY$572,603TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$446,104NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$572,603NetAssetsOrFundBalancesEOYAmt
MissionPROVIDING CANCER RESEARCH GRANTS. NO INCOME IS REPORTED FROM PROGRAM SERVICES, SINCE THE PROGRAM SERVICES ARE RESEARCH -GRANTS TO DOCTORS, HOSPITALS AND UNIVERSITIES IN THE FIELD OF CANCERMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$446,100ExpenseAmt
Grant$446,100GrantAmt
Revenue$572,599RevenueAmt
DescTOTAL EXPENSES-LINE 4(a):GRANT DISBURSEMENTS (AS FOLLOWS): 1. THE JOHN HOPKINS UNIVERSITY:$74,350 2. OREGON HEALTH & SCIENCE CENTER: $74,350 3. DUKE UNIVERSITY: $74,350 4. UNIVERSITY OF CALIFORNIA-SAN FRANCISCO: $74,350 5. UNIVERSITY OF CHICAGO: $74,350 6. INDIANA UNIVERSITY: $74,350 LINE 4(B): TOTAL GRANTS RECEIVED FOR ANNUAL ALLOCATION FROM:PHI BETA PSI SORORITY, INC.:$496,006, PLUS REFUND OF UNUSED GRANTS RECEIVED:$65,385/ NATIONAL DUES ASSESSMENTS: $4,641/INTEREST INCOME RECEIVED: $6,567 ($572,599 TOTAL REVENUE REPORTED)Desc
Total Program Service Expenses$446,100TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyfalseMinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATHY STEWARTPersonNm
Phone4193316946PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1718 WEGER AVENUEAddressLine1Txt
CityELIDACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45807ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOY SPENCER
TREASURER/TRUSTEE5.00Yes (X)$0$0$0
BARBARA SIDEBOTTOM
TRUSTEE5.00Yes (X)$0$0$0
MARTHA SMITH
TRUSTEE5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$4,641MembershipDuesAmt
All Other Contributions$561,391AllOtherContributionsAmt
Total Contributions$566,032TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,567TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$572,599TotalRevenueColumnAmt
Related Or Exempt Func Income$6,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$446,100TotalAmt
Program Services$446,100ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$446,100TotalAmt
Program Services$446,100ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$100EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$256,250BOYAmt
EOY$326,099EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$189,754BOYAmt
EOY$246,404EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$446,104BOYAmt
EOY$572,603EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$446,104BOYAmt
EOY$572,603EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$446,104BOYAmt
EOY$572,603EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$446,104BOYAmt
EOY$572,603EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$126,499ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$380,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$462,095CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$445,093CurrentTaxYearMinus1YearAmt
Current Tax Year$496,006CurrentTaxYearAmt
Total$1,899,950TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$380,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$462,095CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$445,093CurrentTaxYearMinus1YearAmt
Current Tax Year$496,006CurrentTaxYearAmt
Total$1,899,950TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,899,950PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,899,950TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRECEIPTS IN TRANSIT:MAY 2025Desc
Book Value$246,404BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$246,404TotalBookValueOtherAssetsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 63 MEMBERS
Pt VI, Line 19KATHY STEWART, TREASURER, TRUSTEE
Pt VI, Line 19NANETTE NEWELL, TRUSTEE:164N. ELSTER DR.,TUSCON,AZ 85710
Pt VI, Line 19(520) 995-6683--MARTHA SMITH, TRUSTEE
Pt VI, Line 11bALL TRUSTEES ARE PROVIDED A COPY FOR THIER REVIEW
Pt VI, Line 8aSECTION A & B: A MEETING IS HELD BY THE TRUSTEES AFTER THE GRANTS ARE VOTED ON AT THE NATIONAL CONVENTION OF THE PSI BETA PSI SORORITY, WHICH IS HELD ANNUALLY IN THE MONTH OF JULY. MINUTES OF THIS MEETING ARE PUBLISHED IN THE ANNUAL NEWS PUBLICATION OF THE PHI BETA PSI SORORITY FOR REVIEW BY ALL MEMBERS.
Pt VI, Line 8bSECTION A & B: A MEETING IS HELD BY THE TRUSTEES AFTER THE GRANTS ARE VOTED ON AT THE NATIONAL CONVENTION OF THE PSI BETA PSI SORORITY, WHICH IS HELD ANNUALLY IN THE MONTH OF JULY. MINUTES OF THIS MEETING ARE PUBLISHED IN THE ANNUAL NEWS PUBLICATION OF THE PHI BETA PSI SORORITY FOR REVIEW BY ALL MEMBERS.
Pt VI, Line 19ALL FINANCIAL REPORTS, MUNITES AAND DONATIONS ARE PRINTED IN THE OFFICIAL NEW PUBLICATION WHICH ALL MEMBERS RECEIVE A COPY, ALSO ANY AND ALL REPORTS. DONATIONS AND MINUTES ARE PROVIDED UPON REQUEST TO ANYONE THAT IS NOT AN OFFICIAL MEMBER.