2013-11-12T13:58:21-06:00 2012-12-31 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2012-01-01 800244485 ZETA BETA TAU FOUNDATION INC ZETA 3173341898 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 FARON LEWITT 3173341898 2013-11-04 1 RYAN KEITH CPA P00846149 3173475200 2012 2016-02-24 21:20:13Z FARON LEWITT 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 2974390 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. 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. 14 14 6 23 0 0 571091 981716 0 0 201477 138864 1697 5110 774265 1125690 119577 112287 0 0 232614 244535 17592 41099 299273 365731 303900 735514 701821 38751 423869 3052822 3634543 22650 45573 3030172 3588970 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. 1 0 67555 48602 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. 25639 18446 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. 20780 14950 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. 42101 30289 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. 42101 30289 156075 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 6 1 0 0 0 0 0 0 0 0 X 14 14 0 0 1 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 BARRY M AARONS 1.00 X X 0 0 0 GREGG F WITT 1.00 X X 0 0 0 BRIAN D RUBEN 1.00 X X 0 0 0 ALLAN C BELL 1.00 X X 0 0 0 SCOTT E SILBERFEIN 1.00 X X 0 0 0 ROBERT B SILVERMAN 1.00 X 0 0 0 DANIEL P EASTON 1.00 X 0 0 0 LINDA SIMON 1.00 X 0 0 0 BRUCE H WEINSTEIN 1.00 X 0 0 0 DANIEL M GOODMAN 1.00 X 0 0 0 CRAIG J WILD 1.00 X 0 0 0 JERRY N KATZ 1.00 X 0 0 0 RICHARD N ABRAMS 1.00 X 0 0 0 IRVING M CHASE 1.00 X 0 0 0 RICHARD S SIMON 1.00 X 0 0 0 SAUL A FERN 1.00 X 0 0 0 BERNARD S KAPLAN 1.00 X 0 0 0 LEONARD S MALMUD 1.00 X 0 0 0 BRUCE BALONICK 1.00 X 0 0 0 FARON LEWITT 40.00 X 102529 0 7050 102529 0 7050 1 0 0 0 0 981716 4180 981716 74444 74444 1913120 1848700 64420 64420 64420 MISCELLANEOUS 900099 5110 5110 5110 1125690 5110 0 138864 63685 63685 48602 48602 109579 10958 27395 71226 107065 6150 17025 83890 756 37 159 560 10213 483 2039 7691 16922 1255 4151 11516 3231 3231 30086 30086 41099 41099 21071 21071 496 496 2013 448 1343 222 3731 3048 683 63391 17872 19591 25928 2809 2809 416 416 1346 1346 BAD DEBTS 96853 96853 PRINTING, PUBLICATION, 37174 2299 34875 OTHER MISCELLANEOUS 25054 5727 19327 CREDIT CARD FEES 11125 9236 1889 5104 3041 1013 1050 701821 156075 246473 299273 80459 122686 107222 86699 986272 1183904 179 164 1056 14871 21740 19803 834 1937 1711427 1990630 146989 218940 18384 14712 3052822 3634543 22650 25115 20458 22650 45573 X -253705 -166850 1709630 2058925 1574247 1696895 3030172 3588970 3052822 3634543 423869 134929 0 X X 0 1 X 1 0 X 867435 636396 641202 571091 981716 3697840 867435 636396 641202 571091 981716 3697840 353177 3344663 80376 57049 67193 63841 74444 342903 2663 -6351 1174 1697 5110 4293 4045036 0.82690 0.85000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 2434642 136007 -751502 216354 1602793 0.02000 0.71140 0.26860 0 0 21740 19803 1937 1937 FOREIGN BONDS 25000 F PREFERRED STOCKS 193940 F 218940 X 1142695 134929 -96853 38076 1104619 21071 21071 1125690 583897 0 583897 21071 96853 117924 701821 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2009 THROUGH DECEMBER 31, 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PLEDGE ALLOWANCE REPORTED AS BAD DEBT EXPENSE -96,853. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PLEDGE ALLOWANCE REPORTED AS BAD DEBT EXPENSE 96,853. X X X 1 STEWART BALL LLC 5120 VENTURA DRIVE DELRAY BEACH FL 33484 DONOR SOLICITATION 0 0 9437 -9437 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 CREATIVE DESIGN AND PRINTING 0 0 26572 -26572 ENDOWMENT DEVELOPMENT SERVICES 921 EAST 86TH STREET INDIANAPOLIS IN 46240 PLANNED GIVING NEWSLETTER 0 0 5090 -5090 41099 -41099 1 ZETA BETA TAU FRATERNITY 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 131496610 501(C)(7) 30061 EDUCATIONAL PROGRAMS CHILDREN'S MIRACLE NETWORK 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 27820 PROMOTE ORGANIZATION'S MISSION TO SAVE CHILDREN THROUGH AWARENESS AND SUPPORT OF CHILDREN'S HOSPITALS - SPLIT CONTRIBUTION PROGRAM 1 1 SCHOLARSHIPS 36 48602 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 30061 EDUCATIONAL PROGRAMMIING GRANTS EDUCATIONAL PROGRAMMIING GRANTS NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 CHILDREN'S MIRACLE NETWORK - TO PROVIDE MEMBERS OF ZETA BETA TAU FRATERNITY AN OPPORTUNITY TO LEARN ABOUT PHILANTHROPY AND ASSIST WITH THE OPPORTUNITY TO PROVIDE GRANTS TO THE CHILDREN'S MIRACLE NETWORK IN ORDER TO ACCOMPLISH THEIR CHARITABLE MISSION. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION'S BYLAWS WERE AMENDED TO PROVIDE REVISIONS FOR THE FOLLOWING: 1. SPECIAL MEETINGS PROVISION 2. OFFICER CLARIFICATION 3. DEFINITION OF POWERS IN THE ABSENCE OF OTHER OFFICERS 4. REMOVAL OF COMMITTEE MEMBERS 5. INDEMNIFICATION PROVISIONS 6. ADDITION OF CONFLICT OF INTEREST POLICY TO THE BYLAWS 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 AVAIABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST. 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.