2012-04-13T08:44:44-05:00 2011-05-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2010-06-01 136141078 ALPHA EPSILON PI FOUNDATION INC ALPH 3178761913 8815 WESLEYAN ROAD INDIANAPOLIS IN 46268 ANDREW BORANS 3178761913 2012-04-12 1 ERIC JASKE 3178488920 2012-04-12 2010 2016-02-24 21:20:13Z ANDREW BORANS 8815 WESLEYAN ROAD INDIANAPOLIS IN 46268 840523 0 X WWW.AEPI.ORG X 1945 IN TO PROMOTE THE IDEALS AND VALUES OF THE ALPHA EPSILON PI FRATERNITY THROUGH LEADERSHIP DEVELOPMENT; TO PARTNER WITH EDUCATIONAL AND JEWISH COMMUNAL ORGANIZATIONS; TO PROVIDE SCHOLARSHIPS, FINANCIAL SUPPORT AND PROGRAMMING FOR THE BETTERMENT OF OUR BROTHERS AND OUR COMMUNITY. 10 10 0 0 0 0 274209 344945 185150 158095 69757 28511 3568 3761 532684 535312 178067 211612 0 0 0 2276 42232 0 47998 309796 395157 530095 609045 2589 -73733 2382165 2319197 0 0 2382165 2319197 TO PROMOTE THE IDEALS AND VALUES OF THE ALPHA EPSILON PI FRATERNITY THROUGH LEADERSHIP DEVELOPMENT; TO PARTNER WITH EDUCATIONAL AND JEWISH COMMUNAL ORGANIZATIONS; TO PROVIDE SCHOLARSHIPS, FINANCIAL SUPPORT AND PROGRAMMING FOR THE BETTERMENT OF OUR BROTHERS AND OUR COMMUNITY. 0 0 211612 211612 EDUCATIONAL GRANTS TO INDIVIDUALS AND INSTITUTIONS FOR EDUCATIONAL PURPOSES AND TO ASSIST IN PAYING FOR THEIR TUITION AND BOOKS 267676 93573 EDUCATIONAL COSTS TO ASSIST UNDERGRADUATE CHAPTERS IN ADDRESSING PROBLEMS OF ALCOHOL AND DRUG ABUSE AND OTHER EDUCATIONAL ACTIVITIES 479288 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 IN X ANDREW BORANS 3178761913 8815 WESLEYAN ROAD INDIANAPOLIS IN 46268 X A EDWARD SCHERER 2.00 X X 0 0 0 ANDREW FRADKIN 2.00 X 0 0 0 MARC P KATZ 2.00 X X 0 0 0 HARRY B SMITH 2.00 X 0 0 0 RICHARD H STEIN 2.00 X 0 0 0 ANDREW S BORANS 13.00 X X 0 0 0 MICHAEL MORRIS 2.00 X 0 0 0 JONATHAN PIERCE 2.00 X 0 0 0 IRA BRODY 2.00 X 0 0 0 GARY ANDERSON 2.00 X 0 0 0 0 0 0 0 0 0 0 0 344945 344945 EDUCATIONAL SEMINARS 611710 93573 93573 RENTAL INC - AEPI FRAT 532000 42355 42355 CHAPTER LOAN INTEREST 525990 22167 22167 158095 36016 36016 297656 50 305211 -7555 50 -7505 50 -7555 INCREASE IN CASH SURRE 900099 422 422 3339 3339 3761 535312 161484 0 28883 91620 91620 119992 119992 2114 2114 162 162 22093 22093 6435 6035 400 26024 26024 82524 80774 1750 37608 37608 ADMINISTRATIVE FEE TO A 71100 71100 LORBER JEWISH PROGRAMMI 45000 45000 OTHER FUNDRAISING COSTS 37500 37500 OTHER AWARDS 24882 24882 TRAVEL EXPENSES 7577 7577 34414 10215 13701 10498 609045 479288 81759 47998 173352 112420 1500195 771833 739513 728362 50000 50000 777705 797658 641595 630757 2382165 2319197 0 0 X 434367 264493 1403623 1499811 544175 554893 2382165 2319197 2382165 2319197 X -73733 10765 X X 1 0 1 X 0 X 316229 518587 268916 274209 344945 1722886 134390 98288 147300 185150 158095 723223 450619 616875 416216 459359 503040 2446109 37418 40776 22936 22435 29886 153451 0 37418 40776 22936 22435 29886 153451 2292658 20552 31566 60762 35621 39276 187777 20552 31566 60762 35621 39276 187777 471171 648441 476978 494980 542316 2633886 0.87040 0.87270 0.07130 0.06890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 777807 10718 18778 63212 744091 788771 9900 22998 43862 777807 0.00000 0.74570 0.25430 0 0 141389 141389 893413 402035 491378 74875 17264 57611 390518 352534 37984 728362 STATE OF ISRAEL BONDS 3350 F MONEY MARKET FUNDS 166902 F GOVERNMENT BONDS 282064 F CORPORATE BONDS 343141 F EQUITIES 2201 F 797658 MORTGAGE RECEIVABLES FROM LOCAL CHAPTERS 538131 INTEREST RECEIVABLE - MORTGAGE NOTES 73885 CSV LIFE INSURANCE-HB BERMAN 18741 630757 1 AMERICAN COMMITTEE FOR SHAARE ZEDEK 6670 NORTH LINCOLN AVE LINCOLNWOOD IL 60712 135645878 501(C)(3) 20000 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY UNITED STATES HOLOCAUST MUSEUM PO BOX 90988 WASHINGTON DC 20090 521309391 501(C)(3) 5000 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY CHAI LIFELINE 151 WEST 30TH STREET NEW YORK NY 10001 112940331 501(C)(3) 28477 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY ELEM ISRAEL 4905 CLOVER COURT LONG GROVE IL 60047 133171815 501(C)(3) 5000 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY FRIENDS OF THE ISRAEL DEFENSE FORCES CO CENTRAL REGION 29 EAST MADISON CHICAGO IL 60602 133156445 501(C)(3) 5000 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)(3) 5000 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY KESHET CO DIRECTOR OF FINANCE 617 LANDWEHR ROAD NORTHBROOK IL 60062 363441392 501(C)(3) 15000 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY SHARSHERET 1086 TEANECK ROAD SUITE 3A TEANECK NJ 07666 134198529 501(C)(3) 8143 N/A N/A GENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY 8 0 VARIOUS EDUCATIONAL AND OTHER GRANTS < $1,000 276 80176 N/A EDUCATIONAL GRANTS/ASSISTANCE FOR MEMBERS TUITION/BOOKS AND OTHER ORGANIZATIONS. VARIOUS EDUCATIONAL AND OTHER GRANTS < $1,000 174 39816 N/A EDUCATIONAL & RELIGIOUS GRANTS AND ASSISTANCE FOR CHAPTER PROGRAMS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 1. AT THE NATIONAL CONVENTION HELD YEARLY, ALL CHAPTERS HAVE INPUT VIA THE SUPREME COUNCIL MEETING, TO SELECT DESTINATION OF OFFICIAL PHILANTROPHY FUNDRAISING EFFORTS. 2. INDIVIDUAL GRANT REQUESTS ARE SUBMITTED BY APPLICATION FOR BENEFIT OF EITHER A CHAPTER OR AN UNDERGRADUATE, UP TO A PREDETERMINED AMOUNT, EACH SEMESTER. THE EXECUTIVE VP REVIEWS THE APPLICATION & DETERMINES IF FUNDS ARE AVAILABLE TO BE DISBURSED FROM EITHER THE SPECIAL FUNDS OR THE GENERAL FUND. 3. WORKING IN CONJUNCTION WITH OUR PARTNER ORGANIZATIONS, CO-SPONSORSHIP OR DONATIONS, MAY BE NECESSARY TO SUPPORT SPECIFIC EVENTS OR ACTIVITES FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AND REVIEWED PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 10,765. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. ALPHA EPSILON PI FRATERNITY INC 8815 WESLEYAN ROAD INDIANAPOLIS IN 46268 430769468 TRAIN FUTURE LEADERS OF JEWISH COMMUNITY IN 501(C)(7) 0 ESPONDA ASSOCIATES INC 8815 WESLEYAN ROAD INDIANAPOLIS IN 46268 270762793 PROVIDING APPROPRIATE SAFE HOUSING FACILITIES FOR THE FRATERNITY IN 501(C)(7) 0 1 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 ALPHA EPSILON PI FRATERNITY INC A 22167 ALPHA EPSILON PI FRATERNITY INC I 37500 ALPHA EPSILON PI FRATERNITY INC N 71100 ALPHA EPSILON PI FRATERNITY INC P 4855 ALPHA EPSILON PI FRATERNITY INC O 45000 ESPONDA ASSOCIATES INC D 50427