Civic Intelligence

St. Anthony Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 13-6103940

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 20, 2016

Organization ProfileWWW.STANTHONYHALL.ORG
C/O Gilchrist Associates IncChapel Hill, NC 27515

(888) 580-9349

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-68%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

13th percentile

-9.7%

Faster asset growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$3,367,587

Down $362,712 (-9.7%) from 2014

Net Assets

Down

$3,347,233

Down $350,043 (-9.5%) from 2014

Liabilities

Down

$20,354

Down $12,669 (-38%) from 2014

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin5th percentile

Revenue

Down

$170,889

Down $130,030 (-43%) from 2014

Expenses

Up

$287,380

Up $30,961 (+12%) from 2014

Net Income

Down

-$116,491

Down $160,991 (-362%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,938,346Liabilities 2010: $57,865Net Assets 2010: $2,880,4812010Assets 2011: $2,822,844Liabilities 2011: $47,887Net Assets 2011: $2,774,9572011Assets 2012: $3,061,182Liabilities 2012: $20,742Net Assets 2012: $3,040,4402012Assets 2013: $3,597,502Liabilities 2013: $31,858Net Assets 2013: $3,565,6442013Assets 2014: $3,730,299Liabilities 2014: $33,023Net Assets 2014: $3,697,2762014Assets 2015: $3,367,587Liabilities 2015: $20,354Net Assets 2015: $3,347,2332015Assets 2016: $3,613,844Liabilities 2016: $13,873Net Assets 2016: $3,599,9712016Assets 2017: $4,115,718Liabilities 2017: $8,275Net Assets 2017: $4,107,4432017Assets 2018: $3,623,974Liabilities 2018: $26,721Net Assets 2018: $3,597,2532018Assets 2019: $4,260,212Liabilities 2019: $10,401Net Assets 2019: $4,249,8112019Assets 2020: $4,276,642Liabilities 2020: $15,913Net Assets 2020: $4,260,7292020Assets 2021: $5,174,138Liabilities 2021: $14,142Net Assets 2021: $5,159,9962021Assets 2022: $4,718,190Liabilities 2022: $15,440Net Assets 2022: $4,702,7502022Assets 2023: $4,817,401Liabilities 2023: $97,113Net Assets 2023: $4,720,2882023

Highlighted filing

2015

Assets$3,367,587
Liabilities$20,354
Net Assets$3,347,233
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $252,0542010Expenses 2011: $215,4842011Expenses 2012: $202,0362012Revenue 2013: $419,679Expenses 2013: $239,783Net Income 2013: $179,8962013Revenue 2014: $300,919Expenses 2014: $256,419Net Income 2014: $44,5002014Revenue 2015: $170,889Expenses 2015: $287,380Net Income 2015: -$116,4912015Revenue 2016: $224,569Expenses 2016: $294,295Net Income 2016: -$69,7262016Revenue 2017: $287,282Expenses 2017: $236,304Net Income 2017: $50,9782017Revenue 2018: $184,394Expenses 2018: $274,078Net Income 2018: -$89,6842018Revenue 2019: $237,769Expenses 2019: $277,363Net Income 2019: -$39,5942019Revenue 2020: $51,563Expenses 2020: $258,318Net Income 2020: -$206,7552020Revenue 2021: $341,775Expenses 2021: $254,845Net Income 2021: $86,9302021Revenue 2022: $489,477Expenses 2022: $263,554Net Income 2022: $225,9232022Revenue 2023: $380,073Expenses 2023: $371,193Net Income 2023: $8,8802023

Highlighted filing

2015

Revenue$170,889
Expenses$287,380
Net Income-$116,491
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$909,013
Mission and Program Overview

Mission

The fundamental purposes of the st. Anthony educational foundation (saef), a secular public charity, are to encourage and support - through scholarships and grants - the educational and cultural activities of members of st. Anthony hall. Through its efforts, the foundation seeks to enhance the development of members' intellects and to foster responsible citizenship. St. Anthony educational foundation, inc., is the national organization's primary source of support for programs and activities that enrich st. Anthony hall's individual members and chapters from an academic and intellectual standpoint. One of the most prominent ways in which this is done is through grants and scholarships awarded for qualifying projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,370,532$3,136,036▼ $234,496
Savings and Temporary Cash Investments$196,280$122,763▼ $73,517
Cash and Non-Interest-Bearing Accounts$136,183$84,967▼ $51,216
Pledges and Grants Receivable$16,250$13,250▼ $3,000
Accounts Receivable$6,886$6,990▲ $104
Prepaid Expenses and Deferred Charges$2,331$2,331→ $0
Total Assets$3,730,299$3,367,587▼ $362,712
Other Assets Total$1,837$1,250▼ $587
Liabilities
Accounts Payable and Accrued Expenses$9,785$10,255▲ $470
Grants Payable$23,238$10,099▼ $13,139
Total Liabilities$33,023$20,354▼ $12,669
Net Assets / Fund Balance
Unrestricted Net Assets$3,348,229$3,013,790▼ $334,439
Temporarily Rstr Net Assets$257,322$193,883▼ $63,439
Permanently Rstr Net Assets$91,725$139,560▲ $47,835
Total Net Assets Fund Balance$3,697,276$3,347,233▼ $350,043
Total Liabilities and Net Assets / Fund Balance$3,730,299$3,367,587▼ $362,712
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Elise PackardPresident
Geoffrey WalkerDirector
Greg FriedmanDirector
Katharine ListerDirector
Kevin McgowanDirector
Mathilde DavidsonDirector
Robert MarstellerDirector
Theodore CoxeDirector
Dan OldhamSecretary
Elizabeth PeacockSecretary
Alexander CookTreasurer
Vincent ChambleeTreasurer
George BoothVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$90,140
Program Service Revenue
$0
Investment Income
$84,728
Other Revenue
$-3,979
All Other Contributions
$83,270
Change in Net Assets
$-116,491

Audited Revenue Reconciliation

Revenue per Audited Statements
$170,889
Revenue Not Reported on Form 990
$-236,998
Total Revenue per Audited Statements
$-66,109
Total Revenue per Form 990
$170,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,374
Grants and Similar Amounts Paid$102,956
Total Fundraising Expense$43,673
Professional Fundraising Fees$32,050
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,214--$65,214
Fees for Service Investment Mgmnt Fees-$48,377-$48,377
Fees for Services Management-$42,336-$42,336
Grants to Domestic Individuals$37,742--$37,742
Fees for Services Professional Fundraising--$32,050$32,050
Office Expenses-$15,021$3,219$18,240
Fees for Services Accounting-$17,750-$17,750
Travel-$3,716$1,857$5,573
Insurance-$4,927-$4,927
Information Technology-$3,997-$3,997
Other Expenses-$531$6,547$531
All Other Expenses-$311-$311
Conferences and Meetings-$221-$221
Total Functional Expenses$102,956$140,751$43,673$287,380

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$287,380
Total Expenses per Form 990$287,380
Total Expenses per Audited Statements$283,934
Expenses Not Reported on Form 990$-3,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Fraternity of Delta PsiChapel Hill, NC7Educational$35,680
The 1853 FoundationPasadena, CA3Educational$26,534
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$32,050
Fundraising Direct Expenses$3,979
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Elise packard 6805 6th street nw washington, dc 20012 george booth 651 highland cir. Tupelo, ms 38804 dan oldham 102 roseclair dr. Se atlanta, ga 30317 elizabeth peacock 523 ridgeway avenue 301 charlotte, nc 28204 alexander cook 7715 crittenden st. Ste 344 philadelphia, pa 19118 robert marsteller 5142 tilden st. Nw washington, dc 20016 greg friedman 4624 brandingshire place fort worth, tx 76133 geoffrey walker 1705 north boulevard houston, tx 77098 mathilde davidson 50 park ter. E, apt. 6f new york, ny 10034 theodore coxe 732 s. Roberts rd. Bryn mawr, pa 19010 katharine lister 2122 spring st. Philadelphia, pa 19103 vincent chamblee po box 1491 fulton, ms 38843 kevin mcgowan 2116 chestnut street unit 1502 philadelphia, pa 19103”

Form 990, Page 6, Part VI, Line 11B

“Board members receive a copy of the return prior to signature.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
St Anthony Educational
EIN
13-6103940
Phone
8885809349
Address
C/O GILCHRIST ASSOCIATES INC, CHAPEL HILL, NC 27515

Signing Officer

Name
Vincent Chamblee
Title
Treasurer
Phone
4135281111
Signed
2016-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vincent Chamblee
Formed
1956
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Smith Watson & Co Llp
Address
406 MAIN STREET, GREAT BARRINGTON, MA 01230
Preparer
Robin a Markey
Phone
4135281111
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The fundamental purposes of the st. Anthony educational foundation (saef), a secular public charity, are to encourage and support - through scholarships and grants - the educational and cultural activities of members of st. Anthony hall. Through its efforts, the foundation seeks to enhance the development of members' intellects and to foster responsible citizenship. St. Anthony educational foundation, inc., is the national organization's primary source of support for programs and activities that enrich st. Anthony hall's individual members and chapters from an academic and intellectual standpoint. One of the most prominent ways in which this is done is through grants and scholarships awarded for qualifying projects.”

Form 990, Part XI, Line 9

“Recoveries of prior year grants 3,446 total 3,446”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Recoveries of prior year grants -3,446”

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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05160
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0721899
IRS990/GrossReceiptsAmt0909013
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03997
IRS990/InformationTechnologyGrp/TotalAmt03997
IRS990/InsuranceGrp/ManagementAndGeneralAmt04927
IRS990/InsuranceGrp/TotalAmt04927
IRS990/InvestmentIncomeGrp/ExclusionAmt091814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091814
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03370532
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03136036
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0734145
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FUNDAMENTAL PURPOSES OF THE ST. ANTHONY EDUCATIONAL FOUNDATION (SAEF), A SECULAR PUBLIC CHARITY, ARE TO ENCOURAGE AND SUPPORT - THROUGH SCHOLARSHIPS AND GRANTS - THE EDUCATIONAL AND CULTURAL ACTIVITIES OF MEMBERS OF ST. ANTHONY HALL. THROUGH ITS EFFORTS, THE FOUNDATION SEEKS TO ENHANCE THE DEVELOPMENT OF MEMBERS' INTELLECTS AND TO FOSTER RESPONSIBLE CITIZENSHIP. ST. ANTHONY EDUCATIONAL FOUNDATION, INC., IS THE NATIONAL ORGANIZATION'S PRIMARY SOURCE OF SUPPORT FOR PROGRAMS AND ACTIVITIES THAT ENRICH ST. ANTHONY HALL'S INDIVIDUAL MEMBERS AND CHAPTERS FROM AN ACADEMIC AND INTELLECTUAL STANDPOINT. ONE OF THE MOST PROMINENT WAYS IN WHICH THIS IS DONE IS THROUGH GRANTS AND SCHOLARSHIPS AWARDED FOR QUALIFYING PROJECTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03697276
IRS990/NetAssetsOrFundBalancesEOYAmt03347233
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-7086
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7086
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3979
IRS990/NetUnrlzdGainsLossesInvstAmt0-236998
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01541
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt03219
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015021
IRS990/OfficeExpensesGrp/TotalAmt018240
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01837
IRS990/OtherAssetsTotalGrp/EOYAmt01250
IRS990/OtherChangesInNetAssetsAmt03446
IRS990/OtherExpensesGrp/Desc0PRODUCTION COSTS - FUNDRA
IRS990/OtherExpensesGrp/Desc1TAXES - OTHER
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING FE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt06547
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02403
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2531
IRS990/OtherExpensesGrp/TotalAmt06547
IRS990/OtherExpensesGrp/TotalAmt12403
IRS990/OtherExpensesGrp/TotalAmt21161
IRS990/OtherExpensesGrp/TotalAmt3531
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt091725
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0139560
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt016250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt013250
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02331
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02331
IRS990/PrincipalOfficerNm0VINCENT CHAMBLEE
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098801
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt074120
IRS990/PYInvestmentIncomeAmt0202115
IRS990/PYOtherExpensesAmt0142136
IRS990/PYOtherRevenueAmt03
IRS990/PYRevenuesLessExpensesAmt044500
IRS990/PYTotalExpensesAmt0256419
IRS990/PYTotalProfFndrsngExpnsAmt040163
IRS990/PYTotalRevenueAmt0300919
IRS990/ReconcilationRevenueExpnssAmt0-116491
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0196280
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0122763
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 955
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt090140
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt098801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0154051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt088720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt095392
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0527104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt091814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt072119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt073593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt088896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt079342
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0405764
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0123
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0579
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0955
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56450
IRS990ScheduleA/PublicSupportPY170Pct00.55870
IRS990ScheduleA/PublicSupportTotal170Amt0527104
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt098801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0154051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt088720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt095392
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0527104
IRS990ScheduleA/TotalSupportAmt0933823
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt0-3446
IRS990ScheduleD/ExpensesSubtotalAmt0287380
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-236998
IRS990ScheduleD/OtherExpensesIncludedAmt0-3446
IRS990ScheduleD/RevenueNotReportedAmt0-236998
IRS990ScheduleD/RevenueSubtotalAmt0170889
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RECOVERIES OF PRIOR YEAR GRANTS -3,446
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt0287380
IRS990ScheduleD/TotalRevenuePerForm990Amt0170889
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-66109
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0283934
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAMPAIGN
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt035120
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt01213
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0ROSINA RAND
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt033907
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 604
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0SALISBURY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd006068
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt035120
IRS990ScheduleG/TotalNetToOrganizationAmt01213
IRS990ScheduleG/TotalRetainedByContractorsAmt033907
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01995
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1832
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt23700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt41500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt54571
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt622834
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt7710
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SPEAKER SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ARTWORK FOR BUILDING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2LECTURE SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3ARCHIVE HISTORICAL DOCS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4EDUCATIONAL LUNCHEON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5RESEARCH & STUDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6TRAVEL FOR STUDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7EDUCATIONAL SUPPLIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt23
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt32
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt53
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt616
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt71
IRS990ScheduleI/RecipientTable/CashGrantAmt035680
IRS990ScheduleI/RecipientTable/CashGrantAmt126534
IRS990ScheduleI/RecipientTable/IRCSectionDesc07
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE FRATERNITY OF DELTA PSI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE 1853 FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0130627136
IRS990ScheduleI/RecipientTable/RecipientEIN1136119091
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0C/O GILCHRIST ASSOCIATES INC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11640 LOMBARDY RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0120 PROVIDENCE RD STE 102
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PASADENA

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,367,587
Liabilities
$20,354
Net assets
$3,347,233
Revenue
$170,889
Expenses
$287,380
Net income
-$116,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.10$4.72$0.38$0.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.72$0.02$4.70$0.49$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.01$5.16$0.34$0.25$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.02$4.26$0.05$0.26$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.01$4.25$0.24$0.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.60$0.18$0.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.01$4.11$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.60$0.22$0.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.02$3.35$0.17$0.29$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.03$3.70$0.30$0.26$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.03$3.57$0.42$0.24$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.02$3.04$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.05$2.77$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.06$2.88$0.25