PI BETA PHI FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PI BETA PHI FOUNDATION (EIN 43-1542735)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201313179349303416
- Schema version
- 2012v2.1
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T12:51:13-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430765316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431542735 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PI BETA PHI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PIBE | NameControl |
| Phone | 6362560680 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN COUNTRY COMMONS DRIVE | AddressLine1 |
| City | TOWN COUNTRY | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN PRICE | Name |
| Title | PRESIDENT | Title |
| Phone | 6362560680 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDITH E MURPHY | Name |
| PTIN | P00325547 | PTIN |
| Phone | 3142903300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERESA CHADWICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN COUNTRY COMMONS DRIVE | AddressLine1 |
| City | TOWN COUNTRY | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5683323 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PIBETAPHIFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS VISION AND ENSURES THE FUTURE OF OUR SISTERHOOD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 49 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2808722 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2689782 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 243727 | InvestmentIncomePriorYear |
| Investment Income Current Year | 554747 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8129 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9946 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3060578 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3254475 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1024376 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1149898 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 372526 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 433424 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 133226 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 181370 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 360381 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 414353 | OtherExpensePriorYear |
| Other Expenses Current Year | 681385 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1944481 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2446077 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1116097 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 808398 | RevenuesLessExpensesCY |
| Total Assets BOY | 10885363 | TotalAssetsBOY |
| Total Assets EOY | 12109461 | TotalAssetsEOY |
| Total Liabilities BOY | 19569 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 102166 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10865794 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12007295 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS VISION AND ENSURES THE FUTURE OF OUR SISTERHOOD. THROUGH FUNDING FOR LEADERSHIP PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND SELECT PHILANTHROPIC SUPPORT, THE FOUNDATION IMPROVES THE FRATERNITY, ITS MEMBERS AND THE COMMUNITIES IN WHICH THEY LIVE ACROSS THE UNITED STATES AND CANADA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 427137 | Expense |
| Grants | 316016 | Grants |
| Revenue | 0 | Revenue |
| Description | SCHOLARSHIPSSEE SCHEDULE OSCHOLARSHIPSPI BETA PHI FOUNDATION SCHOLARSHIPS ASSIST PI BETA PHI WOMEN IN UNDERGRADUATE AND GRADUATE SCHOOL PROGRAMS, AS WELL AS ALUMNAE PURSUING CONTINUING EDUCATION. CRITERIA FOR SCHOLARSHIP AWARD INCLUDES GPA, SCHOOL AND COMMUNITY SERVICE, PI BETA PHI LEADERSHIP AND FINANCIAL NEED. THE FINANCIAL NEED CRITERIA COMPRISES 50% OF AN APPLICANT'S SCORE IN OUR EVALUATION PROCESS. PI BETA PHI FOUNDATION HAS A ROBUST APPLICATION AND EVALUATION PROCESS; APPLICATION EVALUATIONS ARE SCORED BY TEAMS OF SCHOLARSHIP COMMITTEE MEMBERS FROM ALL ACROSS THE US AND CANADA. APPROXIMATELY ONE OF EVERY THREE APPLICANTS RECEIVED AN AWARD LAST YEAR. MORE THAN 100 AWARDS TOTALING $316,016 WERE MADE IN FY 12-13. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 433474 | Expense |
| Grants | 320705 | Grants |
| Revenue | 0 | Revenue |
| Description | LEADERSHIPSEE SCHEDULE OLEADERSHIPLEADERSHIP IS AT THE CORE OF PI BETA PHI; DATING BACK TO ITS FOUNDING IN 1867 IN MONMOUTH IL, PI BETA PHI HAS BEEN A LEADER IN DEVELOPING WOMEN OF INTELLECT, COURAGE AND COMPASSION. IT WAS THIS FOCUS ON LEADERSHIP THAT ENABLED PI BETA PHI TO BE THE FIRST GREEK LETTERED ORGANIZATION TO ADOPT ITS OWN PHILANTHROPY IN 1912. TODAY, LEADERSHIP PROGRAMMING IS A KEY PART OF THE MEMBERSHIP EXPERIENCE AT ALL LEVELS OF THE ORGANIZATION, FROM UNDERGRADUATE COLLEGIANS TO ALUMNAE OF ALL AGES. EVERY LEADERSHIP PROGRAM OFFERED BY PI BETA PHI FRATERNITY FOR WOMEN IS SUPPORTED IN SOME WAY BY PI BETA PHI FOUNDATION GRANTS. THESE PROGRAMS INCLUDE PI PHI'S TRADEMARKED LEADING WITH VALUES PROGRAMMING, LEADERSHIP ACADEMIES AND CONVENTION, ONLINE LEARNING, AND THE LEADERSHIP DEVELOPMENT CONSULTANT PROGRAM, WHICH LAST YEAR MADE 195 CHAPTER VISITS AND PROVIDED 2,000 INDIVIDUALIZED MENTORING SESSIONS. LEADERSHIP PROGRAMMING EDUCATES UNDERGRADUATE WOMEN AND DEVELOPS THE NEXT GENERATION OF LEADERS IN THE FIGHT FOR LITERACY, SO THAT WE CAN HAVE A GREATER IMPACT ON OUR COMMUNITIES. MORE THAN 14,000 UNDERGRADUATES AND THOUSANDS MORE ALUMNAE WERE TOUCHED IN SOME WAY BY THE LEADERSHIP PROGRAMMING OFFERED BY PI BETA PHI IN FY 12-13. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 438842 | Expense |
| Grants | 324676 | Grants |
| Revenue | 0 | Revenue |
| Description | EDUCATION AND HERITAGESEE SCHEDULE OEDUCATION AND HERITAGEOTHER PROGRAMS AND GRANT AREAS OF FOCUS FOR PI BETA PHI FOUNDATION INCLUDE SUPPORT FOR QUALIFIED EDUCATIONAL AREAS OF CHAPTER HOUSING AND SUPPORT FOR THE HERITAGE AND HISTORY OF PI BETA PHI AND WOMEN'S ADVANCEMENT IN HIGHER EDUCATION, THROUGH HOLT HOUSE LOCATED IN MONMOUTH IL AND CENTENNIAL PLAZA LOCATED IN GATLINBURG TN. SUPPORT FOR ARROWMONT SCHOOL OF ARTS AND CRAFTS IS ALSO RELATED TO THE HERITAGE AND HISTORY OF PI BETA PHI. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 254784 | Expense |
| Grants | 188501 | Grants |
| Revenue | 0 | Revenue |
| Description | PI BETA PHI HAS HAD A FOCUS ON PHILANTHROPY FROM THE VERY START. IT WAS THE FIRST GREEK LETTERED ORGANIZATION TO ESTABLISH ITS OWN NATIONAL PHILANTHROPIC PROJECT WITH THE FOUNDING OF THE PI BETA PHI SETTLEMENT SCHOOL IN APPALACHIA (NOW MODERN DAY GATLINBURG TN) IN 1912. TODAY, PI PHI'S FOCUS ON PHILANTHROPY REMAINS CENTERED ON ADVANCING LITERACY THROUGH READ > LEAD > ACHIEVE. LITERALLY TENS OF THOUSANDS OF CHILDREN WERE ASSISTED THROUGH PI BETA PHI'S LITERACY EFFORTS IN FY 12-13 THROUGH SPECIFIC INITIATIVES LIKE CHAMPIONS ARE READERS, ARROW IN THE ARCTIC, AND THE FIRST BOOK PARTNERSHIP. ON JULY 1, 2013, PI BETA PHI UNVEILED THE STORY OF ONE, PI PHI'S NEW CAMPAIGN TO IMPACT ONE MILLION LIVES THROUGH READ > LEAD > ACHIEVE BY ITS 150TH ANNNIVERSARY IN 2017. LITERACY SUPPORT IS PROVIDED PRIMARILY THROUGH GRANTS. PI BETA PHI FOUNDATION OFFERS DIRECTLY THE EMMA HARPER TURNER AWARD PROGRAM, WHICH PROVIDES ASSISTANCE TO MEMBERS WHO ENCOUNTER DIRE FINANCIAL NEED DUE TO JOB LOSS, SIGNIFICANT ILLNESS, OR DEATH OF A PARENT OR SPOUSE. ONE-TIME FINANCIAL GIFTS ARE MADE TO MEMBERS WHO DEMONSTRATE SEVERE FINANCIAL STRESS. AWARDS ARE MADE VIA A ROBUST APPLICATION AND EVALUATION PROCESS, UNDER THE GUIDANCE OF A SPECIFIC COMMITTEE TRAINED TO ASSESS INDIVIDUAL NEED. BOTH COLLEGIATE AND ALUMNAE MEMBERS ARE ELIGIBLE FOR ASSISTANCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 254784 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 188501 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1554237 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEANNA SZYDLOWSKI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6362560680 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN COUNTRY COMM DR | AddressLine1 |
| City | TOWN COUNTRY | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KATHY NEVILL | ||||||
| PRESIDENT | 12.00 | X | X | 0 | 0 | 0 |
| JAN CLIFFORD | ||||||
| VICE PRESIDENT-DEVELOPMENT | 3.00 | X | X | 0 | 0 | 0 |
| KAREN PRICE | ||||||
| VICE PRESIDENT-FINANCE | 5.00 | X | X | 0 | 0 | 0 |
| KAREN THORN | ||||||
| SECRETARY | 2.50 | X | X | 0 | 0 | 0 |
| MARY TANNER | ||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |
| MARY TATUM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LYN CLARK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BETH SORDI | ||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |
| BETH TORRES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TERESA CHADWICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 98062 | 0 | 14307 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 98062 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14307 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABRIEL GROUP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3190 RIDER TRAIL SOUTH | AddressLine1 |
| City | EARTH CITY | City |
| State | MO | State |
| ZIP Code | 63045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DIRECT MAIL VENDOR | DescriptionOfServices |
| Compensation | 128811 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 2689782 | AllOtherContributions |
| Noncash Contributions | 53279 | NoncashContributions |
| Total Contributions | 2689782 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 342660 | TotalRevenueColumn |
| Exclusion | $342,660 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2640935 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2428848 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 212087 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212087 | TotalRevenueColumn |
| Exclusion | $212,087 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9946 | TotalRevenueColumn |
| Exclusion | $9,946 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9946 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3254475 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $564,693 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774122 | Total |
| Program Services | 774122 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375776 | Total |
| Program Services | 375776 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105742 | Total |
| Program Services | 12689 | ProgramServices |
| Management And General | 59216 | ManagementAndGeneral |
| Fundraising | 33837 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259021 | Total |
| Program Services | 87978 | ProgramServices |
| Management And General | 149716 | ManagementAndGeneral |
| Fundraising | 21327 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13919 | Total |
| Program Services | 3129 | ProgramServices |
| Management And General | 7771 | ManagementAndGeneral |
| Fundraising | 3019 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28436 | Total |
| Program Services | 8030 | ProgramServices |
| Management And General | 17404 | ManagementAndGeneral |
| Fundraising | 3002 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26306 | Total |
| Program Services | 7366 | ProgramServices |
| Management And General | 14994 | ManagementAndGeneral |
| Fundraising | 3946 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13681 | Total |
| Program Services | 760 | ProgramServices |
| Management And General | 1871 | ManagementAndGeneral |
| Fundraising | 11050 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15520 | Total |
| Management And General | 15520 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181370 | Total |
| Fundraising | 181370 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80457 | Total |
| Management And General | 80457 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229730 | Total |
| Program Services | 162991 | ProgramServices |
| Management And General | 53712 | ManagementAndGeneral |
| Fundraising | 13027 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8920 | Total |
| Program Services | 3395 | ProgramServices |
| Management And General | 4127 | ManagementAndGeneral |
| Fundraising | 1398 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41463 | Total |
| Program Services | 24104 | ProgramServices |
| Management And General | 12096 | ManagementAndGeneral |
| Fundraising | 5263 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114597 | Total |
| Program Services | 47158 | ProgramServices |
| Management And General | 43043 | ManagementAndGeneral |
| Fundraising | 24396 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6154 | Total |
| Management And General | 6154 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING AND COPYING | 46260 | 19979 | 14041 | 12240 |
| PUBLIC RELATIONS | 25476 | 5015 | 1628 | 18833 |
| POSTAGE AND DELIVERY | 22730 | 9024 | 7107 | 6599 |
| TELEPHONE | 6417 | 2455 | 2663 | 1299 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69980 | Total |
| Program Services | 10266 | ProgramServices |
| Management And General | 39939 | ManagementAndGeneral |
| Fundraising | 19775 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2446077 | Total |
| Program Services | 1554237 | ProgramServices |
| Management And General | 531459 | ManagementAndGeneral |
| Fundraising | 360381 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2176826 | BOY |
| EOY | 1959132 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65933 | BOY |
| EOY | 42487 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550 | BOY |
| EOY | 12095 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 178630 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 158356 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18503 | BOY |
| EOY | 20274 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8581954 | BOY |
| EOY | 10033903 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41597 | BOY |
| EOY | 41570 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10885363 | BOY |
| EOY | 12109461 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19569 | BOY |
| EOY | 102166 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19569 | BOY |
| EOY | 102166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4754990 | BOY |
| EOY | 5045770 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1401485 | BOY |
| EOY | 1765571 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4709319 | BOY |
| EOY | 5195954 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10865794 | BOY |
| EOY | 12007295 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10885363 | BOY |
| EOY | 12109461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 808398 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 333103 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1727415 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1668090 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1570940 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2808722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2689782 | CurrentTaxYear |
| Total | 10464949 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1727415 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1668090 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1570940 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2808722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2689782 | CurrentTaxYear |
| Total | 10464949 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 872349 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9592600 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 246967 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 236958 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 274914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 289545 | CurrentTaxYearMinus1Year |
| Current Tax Year | 342660 | CurrentTaxYear |
| Total | 1391044 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 3576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8129 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9946 | CurrentTaxYear |
| Total | 21651 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11877644 | TotalSupport |
| Public Support Pertcentage170 | 0.80760 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79550 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II - OTHER INCOME DESCRIPTION 2008 2009 2010 2011 2012 TOTAL OTHER INCOME 0 0 3,576 8,129 9,946 21,651 _____ _____ _____ _____ _____ ______ TOTALS 3,576 8,129 9,946 21,651 | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5474499 | BeginningOfYearBalance |
| Contributions | 413949 | Contributions |
| Investment Earnings Or Losses | 391859 | InvestmentEarningsOrLosses |
| Other Expenditures | 189742 | OtherExpenditures |
| End Of Year Balance | 6090565 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5263828 | BeginningOfYearBalance |
| Contributions | 232893 | Contributions |
| Investment Earnings Or Losses | 217702 | InvestmentEarningsOrLosses |
| Other Expenditures | 239924 | OtherExpenditures |
| End Of Year Balance | 5474499 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4463599 | BeginningOfYearBalance |
| Contributions | 335983 | Contributions |
| Investment Earnings Or Losses | 645416 | InvestmentEarningsOrLosses |
| Other Expenditures | 181170 | OtherExpenditures |
| End Of Year Balance | 5263828 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3873763 | BeginningOfYearBalance |
| Contributions | 275440 | Contributions |
| Investment Earnings Or Losses | 423057 | InvestmentEarningsOrLosses |
| Other Expenditures | 108661 | OtherExpenditures |
| End Of Year Balance | 4463599 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3598774 | BeginningOfYearBalance |
| Contributions | 945915 | Contributions |
| Investment Earnings Or Losses | -326874 | InvestmentEarningsOrLosses |
| Other Expenditures | 344052 | OtherExpenditures |
| End Of Year Balance | 3873763 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01460 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85110 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13430 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 152772 | OtherCostOrOtherBasis |
| Depreciation | 143891 | Depreciation |
| Book Value | 8881 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25858 | OtherCostOrOtherBasis |
| Depreciation | 14465 | Depreciation |
| Book Value | 11393 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20274 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 3507121 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 333103 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 333103 | RevenueNotRptdF990 |
| Revenue Subtotal | 3174018 | RevenueSubtotal |
| Other Revenues Not Included | 80457 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 80457 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3254475 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2365620 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2365620 | ExpensesSubtotal |
| Other Expenses Not Included | 80457 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 80457 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2446077 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| ExplanationExplanation |
|---|
| USE OF ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. SEE PART III OF FORM 990 FOR THE DESCRIPTIONS OF THE PROGRAMS SUPPORTED. |
| FIN 48 SCHEDULE D, PART X THE FINANCIAL STATEMENTS DO NOT HAVE A FOOTNOTE DISCLOSING UNCERTAIN TAX POSITIONS. |
| INVESTMENT FEES SCHEDULE D, PART XI, LINE 4B AND PART XII, LINE 4B INVESTMENT FEES THAT WERE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| GABRIEL GROUP | ||||||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | DIRECT MAIL | 0 | 0 | 131109 | 0 |
| RUFFALO CODY | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | DIRECT MAIL | 0 | 0 | 56142 | 0 |
| 501 CREATIVE | ||||||||
| 6677 DELMAR BLVD 300 | ST LOUIS | MO | 63130 | HALO HEAVEN WEBSITE / MISC. | 0 | 0 | 17549 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 204800 | TotalRetainedByContractors |
| Licensed States | MO | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FUNDRAISING FEES | Identifier |
| Return Reference | SCHEDULE G, PART I, 2B | ReturnReference |
| Explanation | THE GROSS RECEIPTS FROM THE FUNDRAISERS' ACTIVITIES ARE NOT DETERMINABLE. FOUNDATION PERSONNEL CONTRIBUTE TIME AND EXPERTISE TO THESE ACTIVITIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| FIRST BOOK | |||||||
| 1319 F STREET NW SUITE 1000 | WASHINGTON | DC | 20004 | 521779606 | 501(C)(3) | 55936 | LITERACY PROGRAMMING |
| PI BETA PHI HOUSE CORPORATION MINNESOTA | |||||||
| 1429 EAST RIVER PARKWAY | MINNEAPOLIS | MN | 55414 | 416025126 | 501(C)(7) | 93915 | EDUCA'L AREA GRANT |
| MISSOURI ALPHA CHAPTER OF PI BETA PHI HOUSE CORPORATION | |||||||
| 32575 LASER DR | MARCELINE | MO | 64658 | 431601713 | 501(C)(7) | 61535 | EDUCA'L AREA GRANT |
| TRUSTEES OF OKLAHOMA ALPHA CHAPTER OF PI BETA PHI FRATERNITY INC | |||||||
| 4612 SHERBURNE ROAD | NORMAN | OK | 73072 | 730589378 | 501(C)(7) | 6550 | EDUCA'L AREA GRANT |
| PI BETA PHI ELEMENTARY SCHOOL | |||||||
| 125 CHEROKEE ORCHARD RD | GATLINBURG | TN | 33738 | 626000831 | SEVIER COUNTY SCHOOL | 10000 | LITERACY PROGRAMMING |
| PI BETA PHI FRATERNITY | |||||||
| 1154 TOWN COUNTRY COMMONS DRIVE | TOWN COUNTRY | MO | 63017 | 370464584 | 501(C)(7) | 546186 | LEADERSHIP/HERITAGE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| EMMA HARPER TURNER FUND | 21 | 59760 |
| UNDERGRADUATE SCHOLARSHIPS | 43 | 75000 |
| ENDOWED SCHOLARSHIPS | 51 | 149000 |
| ALUMNAE CONTINUING EDUCATION | 10 | 19500 |
| GRADUATE FELLOWSHIP SCHOLARSHIPS | 15 | 36000 |
| OTHER SCHOLARSHIPS | 32 | 24810 |
| OTHER GRANTS | 9 | 11706 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: USE OF GRANT FUNDS FORM 990, SCHEDULE I, LINE 2 FOR ALL DISBURSEMENTS OUTLINED IN PART II, GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT A USE OF FUNDS REPORT WHICH DOCUMENTS THAT THE FUNDS HAVE BEEN EXPENDED AS OUTLINED IN THE ORIGINAL GRANT APPLICATION FORM. SHOULD EXCESS FUNDS REMAIN, THE GRANTEE RETURNS THOSE FUNDS TO THE FOUNDATION. FOR ALL DISBURSEMENTS OUTLINED IN PART III, AN APPLICATION IS REQUIRED WITH APPROPRIATE DOCUMENTATION OF FINANCIAL NEED FOR ALL GRANTS OF ASSISTANCE, WHETHER DIRECT FINANCIAL ASSISTANCE TO MEMBERS IN NEED (EMMA HAPRER TURNER OR EHT AWARDS) OR UNDERGRADUATE SCHOLARSHIPS, GRADUATE FELLOWSHIPS OR ALUMNAE CONTINUING EDUCATION AWARDS. COMMITTEES REVIEW EVERY APPLICATION FOR ASSISTANCE TO DETERMINE ELIGIBILITY. FINANCIAL NEED MUST BE CLEARLY DEMONSTRATED. ALUMNAE MEMBERS RECEIVE THE EHT ASSISTANCE DIRECTLY; COLLEGIATE MEMBERS HAVE THEIR EHT ASSISTANCE SENT DIRECTLY TO THEIR COLLEGE OR UNIVERSITY. FOR ALL SCHOLARSHIPS, THE FOUNDATION SUBMITS PAYMENTS FOR ALL SCHOLARSHIPS DIRECTLY TO THE APPROPRIATE COLLEGE OR UNIVERSITY. SHOULD THE STUDENT WITHDRAW, THOSE FUNDS ARE REFUNDED TO THE FOUNDATION. THE UNIVERSITY IS RESPONSIBLE TO APPLY THE SCHOLARSHIP FUNDS TO THE APPROPRIATE STUDENT ACCOUNT; THE FOUNDATION COMMUNICATES DIRECTLY WITH EACH STUDENT SO THEY KNOW WHAT AMOUNT OF FUNDS TO EXPECT TO BE APPLIED TO THEIR ACCOUNT. FOR MISCELLANEOUS GRANT AMOUNTS, THE SAME PROCESS OUTLINED FOR PART II APPLIES. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 53279 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET QUOTES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | NON-CASH GIFTS FORM 990, SCHEDULE M, LINE 32B FOR ANY CONTRIBUTIONS OF STOCK AND OTHER PUBLICLY TRADED SECURITIES, THE FOUNDATION USES A THIRD-PARTY INVESTMENT MANAGER TO HOLD THE SECURITIES, MONITOR PERFORMANCE AND SELL, AS NECESSARY, UNDER THE TERMS OF THE FOUNDATION'S INVESTMENT POLICY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | EACH BOARD MEMBER WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING. AFTER ALLOWING TIME FOR INDIVIDUAL REVIEW, THE BOARD WILL HOLD A TELEPHONE CONFERENCE CALL TO DISCUSS ANY QUESTIONS THAT MAY ARISE. AT THE CONCLUSION OF THE CALL, THE FOUNDATION PRESIDENT WILL CALL FOR A BOARD VOTE TO APPROVE ACCEPTANCE OF THE FORM 990 AS SHOWN. THE PRESIDENT OR TREASURER WILL SIGN THE 990 ON BEHALF OF THE ORGANIZATION, AND IT WILL BE FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY MAJOR CONTRACTS FOR SERVICE (AUDIT, DIRECT MAIL, AND OTHERS) ARE REVIEWED AS PART OF THE BUDGET PROCESS. THE FOUNDATION'S POLICIES AND PROCEDURES INDICATE TO ANNUALLY REVIEW CONTRACTS FOR ANY CONFLICTS. BOARD MEMBERS ARE ALSO REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THESE ARE REVIEWED AND APPROPRIATE ACTIONS TAKEN AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUAL COMPENSATION ADJUSTMENTS ARE APPROVED BY THE BOARD. AFP SALARY SURVEY INFORMATION WAS USED IN 2011 TO ASSURE THE EXECUTIVE DIRECTOR'S COMPENSATION WAS IN LINE WITH MARKET NORMS. THERE ARE CURRENTLY NO EMPLOYEES DESCRIBED IN 15B. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION WILL FURNISH SUCH DOCUMENTS UPON REASONABLE, WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBP HOLDINGS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN AND COUNTRY COMMONS | AddressLine1 |
| City | TOWN AND COUNTRY | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431542735 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivities |
| Legal Domicile State | TN | LegalDomicileState |
| Total Income | -680 | TotalIncome |
| EOY Assets | -3257 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |