2012-04-12T10:21:45-05:00 2011-05-31 BLUE & CO LLC 8800 LYRA DRIVE SUITE 450 COLUMBUS OH 43240 990 2010-06-01 800296934 BETA THETA PI FOUNDATION BETA 5135237591 5134 BONHAM ROAD OXFORD OH 45056 JUDSON HORRAS 5135237591 2012-04-06 1 6148852583 2010 2016-02-24 21:20:13Z X JUDSON HORRAS 5134 BONHAM ROAD OXFORD OH 45056 4831236 0 X WWW.BETATHETAPI.ORG X 2010 OH THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI. 13 13 4 32 0 0 3981057 11099 564004 275076 4831236 1887335 0 652069 154617 334792 598177 3292198 1539038 17406371 739196 16667175 X THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI. 0 0 709717 0 CONTRIBUTIONS RECEIVED AND ENDOWMENT DRAWS ARE USED TO AWARD EDUCATIONAL GRANTS TO ORGANIZATIONS THAT PROVIDE SCHOLARSHIPS AVAILABLE TO APPROXIMATELY 6,000 COLLEGIATE STUDENTS. 153072 0 TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNVIERSITY. 1018046 0 DESIGNATED EDUCATIONAL AREA GRANTS ARE AWARDED TO PROPERTIES WITH AREAS DESIGNATED FOR EDUCATIONAL PURPOSES. 928503 11099 VARIOUS OTHER PROGRAM SERVICES. 928503 11099 2809338 1 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 4 0 4 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 OH X JUDSON HORRAS 5135237591 5134 BONHAM ROAD OXFORD OH 45056 HOUSER DOUGLAS 2.00 X X 0 0 0 LIEBERMAN JEFFREY 2.00 X X 0 0 0 MADDOX LYNN C 2.00 X X 0 0 0 STEBBINS JOHN H 2.00 X X 0 0 0 BECKER STEPHEN H 1.00 X 0 0 0 KAY WAYNE S 1.00 X 0 0 0 DUBES MIKE 1.00 X 0 0 0 WRIGHT DAVID 1.00 X 0 0 0 MERGLER H KENT 1.00 X 0 0 0 MCCORMICK DR CHARLES O III 1.00 X 0 0 0 BRADEN R ETHAN 1.00 X 0 0 0 SCHAUPP ROBERT J 1.00 X 0 0 0 SPANGLER RICHARD C III 1.00 X 0 0 0 COBB MARTIN 40.00 X 32394 81523 6045 HORRAS JUDSON 40.00 X 14719 89867 1449 BRANT JONATHAN 40.00 X 129147 8770 1917 143866 98637 3366 1 0 0 0 0 92227 3888830 3981057 MEETINGS AND CONFERENC 900099 11099 11099 11099 564004 564004 1925 1925 273151 273151 273151 273151 4831236 11099 0 839080 1734263 1734263 153072 153072 143866 129479 14387 482259 434034 48225 25261 22735 2526 683 615 68 30 30 154617 154617 46996 46996 44896 44896 31727 28554 3173 36682 12839 1100 22743 4006 3605 401 5528 4975 553 33437 30093 3344 49095 44185 4910 95 95 169847 152862 16985 MISCELLANEOUS 175838 58027 5275 112536 3292198 2809338 148068 334792 20 1701421 1591091 15818 2877 3605461 1996427 0 1609034 12486110 0 17406371 739196 0 739196 X 5011034 5323220 6332921 0 16667175 0 17406371 X 1539038 15128137 X 0 1 1 X 0 X 3981057 3981057 3981057 3981057 3981057 564004 564004 286175 286175 4831236 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8788585 1847650 2005497 420242 12221490 1.00000 0 0 107933 107933 2332091 980621 1351470 733193 681726 51467 432244 334080 98164 1609034 PRIVATE EQUITY INVESTMENTS 300390 F EQUITY SECURITIES 2721324 F MUTUAL FUNDS 9464396 F 12486110 4831236 3292198 1539038 1667002 13461135 15128137 16667175 6498238 1667002 1667002 4831236 0 4831236 3292198 0 3292198 0 3292198 PART XI, LINE 8 - OTHER ADJUSTMENTS: CASH AND TEMPORARY INVESTMENTS 723,519. PLEDGES RECEIVABLE 834,323. ACCOUNTS RECEIVABLE NET 810. INVENTORIES 34,338. PREPAID EXPENSES 3,415. LAND, BUILDINGS AND EQUIPMENT - NET 1,722,775. ACCOUNTS PAYABLE 312,494. OTHER LIABILITIES 279,449. OTHER NET ASSETS 9,550,012. X X X X 1 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAILING 0 340966 84826 256140 SKYSTONE PARTNERS LLC 635 WEST SEVENTH ST STE 107 CINCINNATI OH 45203 FEASIBILITY STUDY 0 0 69790 -69790 340966 154616 186350 1 BETA THETA PI FRATERNITY 134 BONHAM RD OXFORD OH 45056 310531047 501(C)(7) 709717 LEADERSHIP DEVELOPMENT PROGRAMMING TAU SIGMA ALUMNI ASSOCIATION PO BOX 323 AMES IA 50010 237213015 501(C)(7) 10000 DESIGNATED EDUCATIONAL AREA GRANT CRUCIBLE BUILDING ASSOCIATION PO BOX 1191 GOLDEN CO 80402 841162529 420000 DESIGNATED EDUCATIONAL AREA GRANT FLORIDA BETA STUDENT AID FUND INC 3704 SW 94TH WAY GAINESVILLE FL 32608 237366820 501(C)(7) 30500 DESIGNATED EDUCATIONAL AREA GRANT ASSOCIATION OF FRATERNITY ADVISORS FOUNDATION 9640 AUGUSTA DR CARMEL IN 46032 351920532 501(C)(3) 5000 SUPPORT THE FRATERNAL VALUES MOVEMENT BETA RHO ALUMNI CORPORATION 1699 OAK STREET EUGENE OR 97401 936027839 501(C)(7) 323146 DESIGNATED EDUCATIONAL AREA GRANT DEPAUW BETA STUDENT AID FUND INC 7251 NORTH PENNSYLVANIA STREET INDIANAPOLIS IN 46240 356031199 501(C)(7) 130000 DESIGNATED EDUCATIONAL AREA GRANT 816 NORTH DUBUQUE STREET CORPORATION 816 NORTH DUBUQUE STREET IOWA CITY IA 522455811 421160037 104000 DESIGNATED EDUCATIONAL AREA GRANT TUITION SCHOLARSHIPS 769 153072 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE BETA THETA PI FOUNDATION BOARD OF DIRECTORS APPROVES GRANT APPLICATIONS TO SUPPORT WORTHY EDUCATIONAL PROGRAMS. BEFORE ANY GRANTS ARE ISSUED, THE BETA THETA PI FOUNDATION ENSURES THAT THE WORTHINESS AND RESULTS OF THE PROGRAM ARE SUBMITTED IN WRITING AND REVIEWED. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 HORRAS JUDSON 14719 84376 0 5491 0 0 0 0 335 1114 15054 90981 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION TREASURER (AUDIT COMMITTEE CHAIR) REVIEWS THE FORM 990 AND ASKS STAFF TO EMAIL IT TO THE REMAINDER OF THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY. THE EXECUTIVE DIRECTOR REVIEWS ALL CONFLICTS. NO CONFLICTS WERE NOTED IN THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES OF THE BETA THETA PI FRATERNITY CONDUCTED THE COMPENSATION REVIEW IN 2010 AND IT IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,667,002. CASH AND TEMPORARY INVESTMENTS 723,519. PLEDGES RECEIVABLE 834,323. ACCOUNTS RECEIVABLE NET 810. INVENTORIES 34,338. PREPAID EXPENSES 3,415. LAND, BUILDINGS AND EQUIPMENT - NET 1,722,775. ACCOUNTS PAYABLE 312,494. OTHER LIABILITIES 279,449. OTHER NET ASSETS 9,550,012. TOTAL TO FORM 990, PART XI, LINE 5: 15,128,137. BETA THETA PI FRATERNITY 5134 BONHAM RD OXFORD OH 45056 310531047 PROMOTE AND DEVELOP INTELLECT AND CULTURE OH 501(C)(7) 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 BETA THETA PI FRATERNITY B 709716 BETA THETA PI FRATERNITY D 634852 BETA THETA PI FRATERNITY I 237072 BETA THETA PI FRATERNITY O 249319