PHI BETA KAPPA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PHI BETA KAPPA FOUNDATION (EIN 52-6063291)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-06-12
- IRS object ID
- 201331639349300048
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-12T15:53:13-05:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526063291 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI BETA KAPPA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIB | NameControl |
| Phone | 2022653808 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN CHURCHILL | Name |
| Title | SECRETARY | Title |
| Phone | 2022653808 | Phone |
| Date Signed | 2013-06-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH G KOSNETT | Name |
| PTIN | P00290720 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN CHURCHILL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7470841 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NONE | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS AND SIMILAR ITEMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2614707 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2055816 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2300 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 686208 | InvestmentIncomePriorYear |
| Investment Income Current Year | 416506 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7096 | OtherRevenuePriorYear |
| Other Revenue Current Year | 36077 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3308011 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2510699 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 794654 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 792123 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 66099 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 421896 | OtherExpensePriorYear |
| Other Expenses Current Year | 545634 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1216550 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1337757 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2091461 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1172942 | RevenuesLessExpensesCY |
| Total Assets BOY | 34459823 | TotalAssetsBOY |
| Total Assets EOY | 33398183 | TotalAssetsEOY |
| Total Liabilities BOY | 1979766 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 309529 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32480057 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33088654 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 750000 | Expense |
| Grants | 750000 | Grants |
| Revenue | 2300 | Revenue |
| Description | GRANT PROVIDED TO THE PHI BETA KAPPA SOCIETY, THE FOUNDATION'S SUPPORTED 501 (C)(3) ORGANIZATION, FOR GENERAL OPERATIONAL PURPOSES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 79013 | Expense |
| Grants | 42123 | Grants |
| Description | AWARDS AND FELLOWSHIPS: THE MARY ISABEL SIBLEY FELLOWSHIP IS AWARDED TO WOMEN SCHOLARS EVERY YEAR, ALTERNATING BETWEEN GREEK AND FRENCH. THE WALTER J. JENSEN FELLOWSHIP IS AWARDED FOR AT LEAST SIX MONTHS OF STUDY IN FRANCE. THE PURPOSE OF THE AWARD IS TO HELP EDUCATORS AND RESEARCHERS IMPROVE EDUCATION IN STANDARD FRENCH LANGUAGE, LITERATURE, AND CULTURE. THE ROMANELL PROFESSORSHIP IS AWARDED ANNUALLY TO SCHOLARS IN THE FIELD OF PHILOSOPHY, WITHOUT RESTRICTION TO ANY ONE SCHOOL OF PHILOSOPHICAL THOUGHT. THE PROFESSORSHIP IS INTENDED TO RECOGNIZE NOT ONLY DISTINGUISHED ACIEVEMENT BUT ALSO THE RECIPIENT'S CONTRIBUTION OR POTENTIAL CONTRIUTION TO PUBLIC UNDERSTANDING OF PHILOSOPHY. THE COUPER SCHOLAR PROGRAM IS DESIGNED TO PROVIDE CONTACT BETWEEN THE SOCIETY AND INSTITUTIONS THAT DO NOT SHELTER CHAPTERS. THE PURPOSE OF THE PROGRAM IS TO CONTRIBUTE TO THE INTELLECTUAL LIFE OF THE CAMPUS BY MAKING POSSIBLE AN EXCHANGE OF IDEAS BETWEEN A GUEST SCHOLAR AND THE RESIDENT FACULTY AND STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 829013 | 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 | 1 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 0 | 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 | MARGARET FARR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2022653808 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KATHERINE R SOULE | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| FRED H CATE | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN PAGE | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CATHERINE WHITE BERHEIDE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALLISON BLAKELEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| YOLANDA BROYLES-GONZALEZYOLANDA BRO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THEOPOLIS FAIR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL GAUGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH W GORDON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY GRAFTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LINDA GREENHOUSE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGIA GREENIA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SUSAN K HAGEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| VALERIE HOTCHKISS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEAN E HOWARD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT C KOONS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KATE LEHMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES LIGHTNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAUL LUKACS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW D MCNITT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RACHEL MORAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GILDA L OCHOA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LYNN PASQUERELLA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY T SAMMONS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DON J WYATT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN H CHURCHILL | ||||||
| SECRETARY (EXEC DIR) | 2.00 | X | 14039 | 231625 | 44505 | |
| DONALD S LURDING | ||||||
| ASSOCIATE SECRETARY | 5.00 | X | 29624 | 177740 | 48886 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 43663 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 409365 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 93391 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | 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 | MONARC CONSTRUCTION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2781 HARTLAND ROAD | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONTRACTOR SERVICES | DescriptionOfServices |
| Compensation | 101806 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 1968995 | RelatedOrganizations |
| All Other Contributions | 86821 | AllOtherContributions |
| Total Contributions | 2055816 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL AWARDS DINNER: | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2300 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2300 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2300 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 518500 | TotalRevenueColumn |
| Exclusion | $518,500 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 35700 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 35700 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35700 | TotalRevenueColumn |
| Exclusion | $35,700 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4858148 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4960142 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -101994 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -101994 | TotalRevenueColumn |
| Exclusion | -$101,994 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 377 | TotalRevenueColumn |
| Exclusion | $377 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 377 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2510699 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2300 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $452,583 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750000 | Total |
| Program Services | 750000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42123 | Total |
| Program Services | 42123 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142183 | Total |
| Program Services | 17225 | ProgramServices |
| Management And General | 124958 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4540 | Total |
| Fundraising | 4540 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7130 | Total |
| Program Services | 785 | ProgramServices |
| Management And General | 6345 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4460 | Total |
| Management And General | 4460 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150517 | Total |
| Management And General | 150517 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| REAL PROPERTY TAXES | 75509 | 75509 | ||
| OVERHEAD ALLOCATION | 67625 | 27903 | 9147 | 30575 |
| PERSONNEL REIMBURSEMENT | 60569 | 24992 | 8193 | 27384 |
| EQUIPMENT RENTAL & MAIN | 26811 | 26811 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6290 | Total |
| Program Services | 1540 | ProgramServices |
| Management And General | 1150 | ManagementAndGeneral |
| Fundraising | 3600 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1337757 | Total |
| Program Services | 829013 | ProgramServices |
| Management And General | 442645 | ManagementAndGeneral |
| Fundraising | 66099 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168672 | BOY |
| EOY | 129911 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33246 | BOY |
| EOY | 31578 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5256 | BOY |
| EOY | 14089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5256819 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 634259 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4740397 | BOY |
| EOY | 4622560 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16411227 | BOY |
| EOY | 13921571 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13101025 | BOY |
| EOY | 14678474 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34459823 | BOY |
| EOY | 33398183 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10771 | BOY |
| EOY | 9671 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1968995 | BOY |
| EOY | 299858 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1979766 | BOY |
| EOY | 309529 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23521635 | BOY |
| EOY | 24251035 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3187487 | BOY |
| EOY | 3066684 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5770935 | BOY |
| EOY | 5770935 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32480057 | BOY |
| EOY | 33088654 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34459823 | BOY |
| EOY | 33398183 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1172942 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -564345 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI BETA KAPPA SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530226282 | EIN |
| Type Of Organization | LINE 7 | TypeOfOrganization |
| Listed In Governing Doc | 0 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $750,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 750000 | SumOfAmounts |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 0.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 1 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 1.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8931355 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | -58830 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 61788 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 8810737 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8150375 | BeginningOfYearBalance |
| Contributions | 132 | Contributions |
| Investment Earnings Or Losses | 878042 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 96978 | GrantsOrScholarships |
| Other Expenditures | 216 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 8931355 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6764133 | BeginningOfYearBalance |
| Contributions | 904536 | Contributions |
| Investment Earnings Or Losses | 561478 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 79772 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 8150375 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7477055 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | -625436 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 87486 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 6764133 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.34500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.65500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2514546 | OtherCostOrOtherBasis |
| Book Value | 2514546 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2742273 | OtherCostOrOtherBasis |
| Depreciation | 634259 | Depreciation |
| Book Value | 2108014 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4622560 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 9074051 | F |
| LIMITED PARTNERSHIPS | 5604423 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14678474 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO PBK SOCIETY | Description |
| Amount | $299,858 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 299858 | TotalOfAmounts |
| Total Revenue | 2510699 | TotalRevenue |
| Total Expenses | 1337757 | TotalExpenses |
| Excess Or Deficit For Year | 1172942 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -564345 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -564345 | TotalAdjustments |
| Excess Or Deficit Per FS | 608597 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1946354 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -564345 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -564345 | RevenueNotRptdF990 |
| Revenue Subtotal | 2510699 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2510699 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1337757 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1337757 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1337757 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ENDOWMENTS ARE USED FOR THE FOLLOWING AWARDS: MARY ISABEL SIBLEY AWARD FUND PATRICK ROMANELL AWARD FUND JENSEN TRUST FUND AURNER MEMORIAL AWARD FUND SYDNEY HOOK MEMORIAL AWARD FUND VISITING SCHOLAR PROGRAM RICHARD COUPER LECTURESHIP FUND GITTLER AWARD FUND AWARD FOR DISTINGUISHED SCHOLARS |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MANAGEMENT BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. INCOME TAX RETURNS RELATED TO THE FISCAL YEARS ENDED JULY 31, 2009 THROUGH 2012 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART II, LINE 9: THE FOUNDATION DOES NOT INCLUDE ITS CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSE STATEMENTS, NOR ITS BALANCE SHEET, NOR DOES IT INCLUDE ANY VERBIAGE IN ITS FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI BETA KAPPA SOCIETY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 530226282 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 750000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | BOOK | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | TO SUPPORT PROGRAM SERVICES. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| WALTER J. JENSEN FELLOWSHIP AWARD | 2 | 14623 |
| MARY ISABEL SIBLEY FELLOWSHIP AWARD | 1 | 10000 |
| ROMANELL-PBK PROFESSORSHIP AWARD | 1 | 7500 |
| HONORARIA - HOOK AWARD | 1 | 7500 |
| HONORARIA - AURNER AWARD | 1 | 2500 |
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: FOUNDATION TRUSTEES REVIEW THE AMOUNT OF THE GRANT ANNUALLY AND REVIEW FINANCIAL STATEMENTS ANNUALLY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H CHURCHILL | |||||||||||||
| 13730 | 226537 | 286 | 5000 | 23 | 88 | 1391 | 22946 | 1348 | 22237 | 16778 | 276808 | 0 | 0 |
| DONALD S LURDING | |||||||||||||
| 29615 | 177689 | 0 | 0 | 9 | 51 | 5347 | 32081 | 1913 | 11480 | 36884 | 221301 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | ALL PERSONNEL PROVIDING SERVICES TO PHI BETA KAPPA FOUNDATION ARE EMPLOYEES OF THE PHI BETA KAPPA SOCIETY, AND THEIR COMPENSATION IS DETERMINED BY THAT ORGANIZATION. SEE PBK FORM 990. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE FOUNDATION HAS AN EXECUTIVE COMMITTEE, CONSISTING OF THE FOUNDATION'S CHAIRMAN AND VICE-CHAIRMAN, AS WELL AS AT LEAST THREE OTHER FOUNDATION TRUSTEES (ELECTED BY THE BOARD OF TRUSTEES). THE EXECUTIVE COMMITTEE EXERCISES ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT AND CONTROL OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION, IN BETWEEN THE MEETINGS OF THE BOARD, IN ALL INSTANCES IN WHICH SPECIFIC DIRECTION HAS NOT BEEN GIVEN BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE FOUNDATION ARE, PER THE BYLAWS, MEMBERS OF PHI BETA KAPPA, THE FOUNDATION'S SUPPORTED ORGANIZATION. MEMBERS ARE CHOSEN SUCH THAT AT LEAST FOUR-FIFTHS ARE SENATORS OF THE UNITED CHAPTERS. MEMBERS WHO ARE SENATORS OF THE UNITED CHAPTERS ARE ELECTED WITHOUT TERM, SO THAT THEY SERVE UNTIL THEY ARE NO LONGER UNITED CHAPTERS SENATORS. OTHER MEMBERS ARE ELECTED BY BALLOT AT THE ANNUAL MEMBER MEETING, FOR A 6-YEAR TERM. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION'S TRUSTEES ARE ELECTED BY BALLOT BY THE MEMBERS, FROM AMONGST THE MEMBERSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CONTROLLER, ASSOCIATE SECRETARY, AND SECRETARY OF PHI BETA KAPPA, THE FOUNDATION'S SUPPORTED ORGANIZATION, REVIEW THE FORM 990 AND CONFIRM ITS ACCURACY, BEFORE APPROVING ITS FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | FOUNDATION TRUSTEES ARE PROVIDED WITH HANDBOOKS THAT INCLUDE THE CONFLICT OF INTEREST POLICY UPON EMPLOYMENT OR ELECTION TO OFFICE. THE FOUNDATION REQUIRES ALL TRUSTEES TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE FOUNDATION DOES NOT HAVE ANY TRUSTEES STATING THEY HAVE A CONFLICT OF INTEREST AT THIS TIME. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FOUNDATION DOES NOT HAVE ITS OWN EMPLOYEES; THE EMPLOYEES OF PHI BETA KAPPA SERVE THE FOUNDATION AS WELL. ACCORDINGLY, THE FOLLOWING DESCRIBES THE PROCESS AT PHI BETA KAPPA: IN ALL CASES, SALARY REVIEWS INCLUDE STUDY OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. PBK'S PRESIDENT AND EXECUTIVE COMMITTEE REVIEW THE SECRETARY'S COMPENSATION; THE SECRETARY REVIEWS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS OTHER THAN FORM 990 ARE AVAILABLE UPON REQUEST. IN ADDITION, THE FOUNDATION'S CONSTITUTION AND BYLAWS ARE AVAILABLE ON ITS WEB SITE. | |
| PART VII, SECTION A, COLUMN (B) | THE INDIVIDUALS LISTED BELOW DEVOTED THE FOLLOWING HOURS TO A RELATED ORGANIZATION (THE PHI BETA KAPPA SOCIETY) DURING 2011: KATHERINE SOULE 1 HOUR FRED CATE 1 HOUR CATHERINE WHITE BERHEIDE 1 HOUR ALLISON BLAKELY 1 HOUR YOLANDA BROYLES-GONZALEZ 1 HOUR THEOPOLIS FAIR 1 HOUR MICHAEL GAUGER 1 HOUR JOSEPH GORDON 1 HOUR ANTHONY GRAFTON 1 HOUR LINDA GREENHOUSE 1 HOUR GEORGE GREENIA 1 HOUR SUSAN HAGEN 1 HOUR VALERIE HOTCHKISS 1 HOUR JEAN HOWARD 1 HOUR ROBERT KOONS 1 HOUR KATE LEHMAN 1 HOUR JAMES LIGHTNER 1 HOUR PAUL LUKACS 1 HOUR ANDREW MCNITT 1 HOUR RACHEL MORAN 1 HOUR GILDA OCHOA 1 HOUR LYNN PASQUERELLA 1 HOUR JEFFREY SAMMONS 1 HOUR DON WYATT 1 HOUR JOHN PAGE 1 HOUR JOHN HARRISON CHURCHILL 33 HOURS SCOTT LURDING 33 HOURS | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -564,345. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHI BETA KAPPA SOCIETY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530226282 | EIN |
| Primary Activities | TO RECOGNIZE AND ENCOURAGE SCHOLARSHIP | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(I)(A)(VI) | PublicCharityStatus |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PHI BETA KAPPA SOCIETY | ||
| B | 750000 | COST |
| PHI BETA KAPPA SOCIETY | ||
| L | 294883 | COST |
| PHI BETA KAPPA SOCIETY | ||
| M | 67625 | COST |
| PHI BETA KAPPA SOCIETY | ||
| N | 60569 | COST |
| PHI BETA KAPPA SOCIETY | ||
| O | 50256 | COST |
| PHI BETA KAPPA SOCIETY | ||
| C | 1968995 | COST |
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