PI BETA PHI FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PI BETA PHI FOUNDATION (EIN 43-1542735)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-08
- IRS object ID
- 201103129349301045
- Schema version
- 2010v3.4
- 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 | 2011-11-08T12:59:00-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | KATHERINE S NEVILL | Name |
| Title | TREASURER | Title |
| Date Signed | 2011-11-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3142903300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 COMM DR | AddressLine1 |
| City | TOWN COUNTRY | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4157354 | GrossReceipts |
| Group Return For Affiliates | false | 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 | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1668090 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1570940 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 355197 | InvestmentIncomePriorYear |
| Investment Income Current Year | 475622 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3576 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2023287 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2050138 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 693551 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1029978 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 346244 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 353102 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 79750 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 183757 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 328516 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 527167 | OtherExpensePriorYear |
| Other Expenses Current Year | 456226 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1646712 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2023063 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 376575 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 27075 | RevenuesLessExpensesCY |
| Total Assets BOY | 8851922 | TotalAssetsBOY |
| Total Assets EOY | 9891726 | TotalAssetsEOY |
| Total Liabilities BOY | 633600 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39048 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8218322 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9852678 | NetAssetsOrFundBalancesEOY |
| 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 | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1260026 | Expense |
| Grants | 1029978 | Grants |
| Revenue | 0 | Revenue |
| Description | Pi Beta Phi Foundation funds a broad array of programs designed to benefit the Fraternity, its members and the community at large. - Leadership programming educates undergraduate women and develops the next generation of leaders to combat illiteracy, so that we can have a greater impact on our communities. $190,650 in support for these important programs, serving more than 14,000 undergraduates, was made possible in FY10-11. - Scholarships assist women in undergraduate and graduate school programs, as well as alumnae continuing education awards. More than 90 awards totaling $165,725 were made in FY10-11. - Specific philanthropic programs assist individuals in dire financial distress, support the heritage and history of Holt House and Arrowmont School of Arts & Crafts, and provide essential support for Pi Phis literacy efforts, including Champions Are Readers, Arrow in the Arctic, and First Book. Literally tens of thousands of children were assisted through Pi Phis literacy efforts in FY10-11. A new program in FY10-11 also provided assistance for educational area grant programs for specific chapter housing. In total, $673,603 was granted to specific philanthropic priorities in FY10-11. | Description |
| Total Program Service Expense | 1260026 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TOM BARNES | NamePerson |
| 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 |
|---|---|---|---|---|---|---|
| KAREN THORN | ||||||
| VICE PRESIDENT | 3.0 | X | X | 0 | 0 | 0 |
| KAREN PRICE | ||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |
| MARY TATUM | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| BIMI LANE HUEBNER | ||||||
| SECRETARY | 4.0 | X | X | 0 | 0 | 0 |
| PEGGY WILSON LAWRENCE | ||||||
| PRESIDENT | 17.0 | X | X | 0 | 0 | 0 |
| KATHERINE SWINEA NEVILL | ||||||
| TREASURER | 3.0 | X | X | 0 | 0 | 0 |
| LINDA NOEL IBSEN | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| JAN CLIFFORD | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| TAMMIE SCHALLMO | ||||||
| TRUSTEE | 4.0 | X | 0 | 0 | 0 | |
| TERESA CHADWICK | ||||||
| EXECUTIVE DIRECTOR | 40.0 | X | 94229 | 0 | 5419 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 94229 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5419 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEWIS ADVERTISING | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 EAST OLIVER ST | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DIRECT MAIL | DescriptionOfServices |
| Compensation | 144389 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1570940 | AllOtherContributions |
| Noncash Contributions | 28626 | NoncashContributions |
| Total Contributions | 1570940 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 274914 | TotalRevenueColumn |
| Exclusion | $274,914 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2307924 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2107216 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 200708 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 200708 | TotalRevenueColumn |
| Exclusion | $200,708 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Total Revenue Column | 3576 | TotalRevenueColumn |
| Exclusion | $3,576 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3576 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2050138 | TotalRevenueColumn |
| Exclusion | $479,198 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721782 | Total |
| Program Services | 721782 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308196 | Total |
| Program Services | 308196 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108631 | Total |
| Program Services | 34762 | ProgramServices |
| Management And General | 60833 | ManagementAndGeneral |
| Fundraising | 13036 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195467 | Total |
| Program Services | 63776 | ProgramServices |
| Management And General | 114285 | ManagementAndGeneral |
| Fundraising | 17406 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7333 | Total |
| Program Services | 1676 | ProgramServices |
| Management And General | 5039 | ManagementAndGeneral |
| Fundraising | 618 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20905 | Total |
| Program Services | 7216 | ProgramServices |
| Management And General | 12150 | ManagementAndGeneral |
| Fundraising | 1539 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20766 | Total |
| Program Services | 6732 | ProgramServices |
| Management And General | 11970 | ManagementAndGeneral |
| Fundraising | 2064 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7565 | Total |
| Program Services | 2455 | ProgramServices |
| Management And General | 3174 | ManagementAndGeneral |
| Fundraising | 1936 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13300 | Total |
| Management And General | 13300 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183757 | Total |
| Fundraising | 183757 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84428 | Total |
| Management And General | 84428 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66918 | Total |
| Program Services | 20095 | ProgramServices |
| Management And General | 15595 | ManagementAndGeneral |
| Fundraising | 31228 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7126 | Total |
| Program Services | 1597 | ProgramServices |
| Management And General | 5367 | ManagementAndGeneral |
| Fundraising | 162 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133 | Total |
| Program Services | 45 | ProgramServices |
| Management And General | 74 | ManagementAndGeneral |
| Fundraising | 14 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39037 | Total |
| Program Services | 22650 | ProgramServices |
| Management And General | 9610 | ManagementAndGeneral |
| Fundraising | 6777 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86525 | Total |
| Program Services | 41637 | ProgramServices |
| Management And General | 24134 | ManagementAndGeneral |
| Fundraising | 20754 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27051 | Total |
| Management And General | 27051 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TELEPHONE | 4786 | 1534 | 2304 | 948 |
| MISCELLANEOUS | 22850 | 1617 | 12513 | 8720 |
| MAILING SERVICES | 1305 | 435 | 435 | 435 |
| POSTAGE AND DELIVERY | 18677 | 4665 | 7337 | 6675 |
| PRINTING AND COPYING | 41243 | 13425 | 17449 | 10369 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35282 | Total |
| Program Services | 5731 | ProgramServices |
| Management And General | 7473 | ManagementAndGeneral |
| Fundraising | 22078 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2023063 | Total |
| Program Services | 1260026 | ProgramServices |
| Management And General | 434521 | ManagementAndGeneral |
| Fundraising | 328516 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 783359 | BOY |
| EOY | 711196 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356044 | BOY |
| EOY | 178805 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10490 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4202 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 170702 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 131972 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61718 | BOY |
| EOY | 38730 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7610510 | BOY |
| EOY | 8909934 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40291 | BOY |
| EOY | 38369 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8851922 | BOY |
| EOY | 9891726 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21221 | BOY |
| EOY | 22801 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612379 | BOY |
| EOY | 16247 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633600 | BOY |
| EOY | 39048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3627247 | BOY |
| EOY | 4110292 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 974740 | BOY |
| EOY | 1244520 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3616335 | BOY |
| EOY | 4497866 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8218322 | BOY |
| EOY | 9852678 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8851922 | BOY |
| EOY | 9891726 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 27075 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1607281 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 2088525 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3002557 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1727415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1668090 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1570940 | CurrentTaxYear |
| Total | 10057527 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2088525 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3002557 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1727415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1668090 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1570940 | CurrentTaxYear |
| Total | 10057527 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1737839 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8319688 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 194347 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 227981 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 246967 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 236958 | CurrentTaxYearMinus1Year |
| Current Tax Year | 274914 | CurrentTaxYear |
| Total | 1181167 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 3576 | CurrentTaxYear |
| Total | 3576 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11242270 | TotalSupport |
| Public Support Pertcentage170 | 0.74004 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67971 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.01860 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13850 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 145551 | OtherCostOrOtherBasis |
| Depreciation | 121389 | Depreciation |
| Book Value | 24162 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25151 | OtherCostOrOtherBasis |
| Depreciation | 10583 | Depreciation |
| Book Value | 14568 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 38730 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY FUNDS | Description |
| Amount | $16,247 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16247 | TotalOfAmounts |
| Total Revenue | 2050138 | TotalRevenue |
| Total Expenses | 2023063 | TotalExpenses |
| Excess Or Deficit For Year | 27075 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 995078 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Total Adjustments | 995078 | TotalAdjustments |
| Excess Or Deficit Per FS | 1022153 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2960788 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 995078 | NetUnrealizedGainsInvestments |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 995078 | RevenueNotRptdF990 |
| Revenue Subtotal | 1965710 | RevenueSubtotal |
| Other Revenues Not Included | 84428 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 84428 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2050138 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1938635 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1938635 | ExpensesSubtotal |
| Other Expenses Not Included | 84428 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 84428 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2023063 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | 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 for the descriptions of the programs supported. Due to prior period adjustment, the prior two years' contributions have been restated to correct 2010 beginning balance. |
| FIN 48 | SCHEDULE D PART X | The financial statements do not have a footnote disclosing uncertain tax positions. |
| INVESTMENT FEES | SCHEDULE D, PART XII, LINE 4B AND PART XIII, LINE 4B | INVESTMENT FEES WERE NETTED AGAINST INTEREST AND DIVIDENDS PER THE FINANCIAL STATEMENTS. FOR THE RETURN THESE ARE SEPARATED OUT. REVENUE IS INCREASED BY THE AMOUNT OF THE FEES AND EXPENSES ARE ALSO INCREASED. |
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 | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|---|---|---|---|
| LEWIS ADVERTISING | 325 EAST OLIVER ST | BALTIMORE | MD | 21202 | direct mail | false | 144389 |
| ARIA COMMUNICATIONS | 717 WEST ST GERMAIN | ST CLOUD | MN | 56301 | telemkt | false | 24295 |
| ENDOWMENT BUILDERS | 9909 MANCHESTER RD 367 | ST LOUIS | MO | 63122 | CONSULTING | false | 15073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 183757 | TotalRetainedByContractors |
| Licensed States | MO | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| FIRST BOOK | ||||||||
| 1319 F STREET NW SUITE 1000 | WASHINGTON | DC | 20004 | 521779606 | 501(C)(3) | 125000 | LITERACY PROGRAM | |
| ARROWMONT (PI BETA PHI SETTLEMENT SCHOOL) | ||||||||
| 556 PARKWAY | GATLINBURG | TN | 377380567 | 582007394 | 501(C)(3) | 89500 | MARKETING & CAPITAL IMPROVEMENTS. | PO BOX BOX 567 |
| PI BETA PHI FRATERNITY | ||||||||
| 1154 TOWN COUNTRY COMMONS DRIVE | TOWN COUNTRY | MO | 63017 | 370464584 | 501(C)(7) | 215450 | LEADERSHIP DEVEL. | |
| MO ALPHA CHAPTER HC | ||||||||
| 580 E LAKE FOREST DR | COLUMBIA | MO | 65203 | 431601713 | 501(C)(7) | 291832 | EDUCA'L AREA GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| EMMA HARPER TURNER FUND | 36 | 130800 |
| UNDERGRADUATE SCHOLARSHIPS | 31 | 41950 |
| ENDOWED SCHOLARSHIPS | 44 | 88900 |
| ALUMNAE CONTINUING EDUCATION | 4 | 8300 |
| GRADUATE FELLOWSHIP SCHOLARSHIPS | 5 | 10500 |
| OTHER SCHOLARSHIPS | 33 | 16575 |
| OTHER GRANTS | 10 | 11171 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Use of grant funds | Identifier |
| Return Reference | Form 990, Schedule I, Line 2 | ReturnReference |
| Explanation | 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 Harper Turner 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. Alumna members receive 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28626 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Non-cash gifts | Identifier |
| Return Reference | Form 990, Schedule M, Line 32b | ReturnReference |
| Explanation | 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 (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Process of Determining Executive Compensation | Form 900, Part VI, Line 15 | Annual compensation adjustments are approved by the Board. There are currently no employees described in 15B. |
| Policy for Governing body review of 990 | Form 990, Part VI, 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. |
| Conflict of Interest Monitoring | Form 990, Part VI, 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. |
| Policy for Availability of Governing Documents | PART VI LINE 19 | THE FOUNDATION WILL FURNISH SUCH DOCUMENTS UPON REASONABLE, WRITTEN REQUEST. |
| PART V COMPLIANCE | 7 THROUGH 9 | THE FOUNDATION DOES NOT HAVE ANY OF THE TRANSACTIONS OR ACTIVITIES LISTED IN THESE QUESTIONS. |
| FUNDRAISING FEES | SCHEDULE G PART I 2B | THE GROSS RECEIPTS FROM THE FUNDRAISER'S ACTIVITIES ARE NOT DETERMINABLE. FOUNDATION PERSONNEL CONTRIBUTE TIME AND EXPERTISE TO THESE ACTIVITIES. |
| CHANGES IN FUND BALANCES | PART XI, LINE 5 | OTHER CHANGES IN FUND BALANCES IS A RESULT OF UNREALIZED GAINS OF $995,078 AND A RESTATEMENT OF THE YEAR ENDED 2009 FUND BALANCES OF $612,203. |
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 DRIVE | 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 |
| EOY Assets | -1784 | EOYAssets |
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