2011-11-08T12:59:00-05:00 2011-06-30 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2010-07-01 431542735 PI BETA PHI FOUNDATION PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 KATHERINE S NEVILL 2011-11-04 3142903300 2010 2016-03-07 17:11:31Z TERESA CHADWICK 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 4157354 false X www.pibetaphifoundation.org X 1990 MO Pi Beta Phi Foundation enables the Fraternity to realize its vision and ensures the future of our sisterhood. 8 8 6 34 0 0 1668090 1570940 0 0 355197 475622 0 3576 2023287 2050138 693551 1029978 0 0 346244 353102 79750 183757 328516 527167 456226 1646712 2023063 376575 27075 8851922 9891726 633600 39048 8218322 9852678 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. false false 1260026 1029978 0 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. 1260026 true true false false false false false false true true false false false true false true false false false false false false true false false false true true false false false false false false false false false true false false false true false false false false false true 10 0 true 6 true false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true false false X X TOM BARNES 6362560680 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 KAREN THORN 3.0 X X 0 0 0 KAREN PRICE 4.0 X 0 0 0 MARY TATUM 2.0 X 0 0 0 BIMI LANE HUEBNER 4.0 X X 0 0 0 PEGGY WILSON LAWRENCE 17.0 X X 0 0 0 KATHERINE SWINEA NEVILL 3.0 X X 0 0 0 LINDA NOEL IBSEN 2.0 X 0 0 0 JAN CLIFFORD 2.0 X 0 0 0 TAMMIE SCHALLMO 4.0 X 0 0 0 TERESA CHADWICK 40.0 X 94229 0 5419 94229 0 5419 0 false false false LEWIS ADVERTISING 325 EAST OLIVER ST BALTIMORE MD 21202 DIRECT MAIL 144389 1 1570940 28626 1570940 0 274914 274914 0 0 2307924 2107216 200708 200708 200708 0 0 0 OTHER INCOME 3576 3576 3576 2050138 479198 721782 721782 308196 308196 0 0 108631 34762 60833 13036 0 195467 63776 114285 17406 7333 1676 5039 618 20905 7216 12150 1539 20766 6732 11970 2064 0 7565 2455 3174 1936 13300 13300 0 183757 183757 84428 84428 66918 20095 15595 31228 0 7126 1597 5367 162 133 45 74 14 0 39037 22650 9610 6777 86525 41637 24134 20754 0 0 0 0 27051 27051 0 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 35282 5731 7473 22078 2023063 1260026 434521 328516 783359 711196 356044 178805 10490 4202 170702 131972 61718 38730 7610510 8909934 40291 38369 8851922 9891726 21221 22801 612379 16247 633600 39048 X 3627247 4110292 974740 1244520 3616335 4497866 8218322 9852678 8851922 9891726 X 27075 1607281 X false true true X false X 2088525 3002557 1727415 1668090 1570940 10057527 2088525 3002557 1727415 1668090 1570940 10057527 1737839 8319688 194347 227981 246967 236958 274914 1181167 3576 3576 11242270 0.74004 0.67971 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4463599 335983 645416 181170 5263828 3873763 275440 423057 108661 4463599 3598774 945915 -326874 344052 3873763 0.01860 0.84290 0.13850 false false 145551 121389 24162 25151 10583 14568 38730 0 AGENCY FUNDS 16247 16247 2050138 2023063 27075 995078 0 995078 1022153 2960788 995078 0 995078 1965710 84428 84428 2050138 1938635 0 0 0 1938635 84428 84428 2023063 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. X X X X X true 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 183757 MO true 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 PO BOX BOX 567 GATLINBURG TN 377380567 582007394 501(C)(3) 89500 MARKETING & CAPITAL IMPROVEMENTS. 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 2 2 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 Use of grant funds Form 990, Schedule I, Line 2 For all disbursements outlined in Part II, grantee organizations are required to submit a use of funds report which documents that the funds have been expended as outlined in the original grant application form. Should excess funds remain, the grantee returns those funds to the Foundation. For all disbursements outlined in Part III, an application is required with appropriate documentation of financial need for all grants of assistance, whether direct financial assistance to members in need (Emma 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. X 7 28626 Fair market value false true true Non-cash gifts Form 990, Schedule M, Line 32b For any contributions of stock and other publicly traded securities, the Foundation uses a third-party investment manager to hold the securities, monitor performance and sell, as necessary, under the terms of the Foundation's investment policy. 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. PBP HOLDINGS LLC 1154 TOWN AND COUNTRY COMMONS DRIVE TOWN AND COUNTRY MO 63017 431542735 INVESTMENT TN -1784