Civic Intelligence

Zeta Tau Alpha Foundation

EIN 31-0987111 • 501(c)3 • Carmel, IN

Profile

Zeta tau alpha foundation, inc. Is organized to conduct fundraising for educational and charitable projects.

1036 S Rangeline RoadCarmel, IN 46032

zetataualpha.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

5.6%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$33,194,920

Up $2,904,380 (+9.6%) from 2024

Liabilities

Up

$4,237

Up $4,237 from 2024

Net Assets

Up

$33,190,683

Up $2,900,143 (+9.6%) from 2024

Revenue

Up

$6,794,210

Up $362,454 (+5.6%) from 2024

Expenses

Up

$4,803,916

Up $248,277 (+5.4%) from 2024

Net Income

Up

$1,990,294

Up $114,177 (+6.1%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $10,583,719Liabilities 2010: $422,533Net Assets 2010: $10,161,1862010Assets 2011: $12,585,367Liabilities 2011: $907,452Net Assets 2011: $11,677,9152011Assets 2012: $12,698,493Liabilities 2012: $995,915Net Assets 2012: $11,702,5782012Assets 2013: $12,882,359Liabilities 2013: $84,613Net Assets 2013: $12,797,7462013Assets 2014: $14,640,904Liabilities 2014: $962,683Net Assets 2014: $13,678,2212014Assets 2015: $14,229,160Liabilities 2015: $108,827Net Assets 2015: $14,120,3332015Assets 2016: $14,818,042Liabilities 2016: $198,699Net Assets 2016: $14,619,3432016Assets 2017: $17,538,456Liabilities 2017: $1,323,052Net Assets 2017: $16,215,4042017Assets 2018: $18,008,251Liabilities 2018: $187,123Net Assets 2018: $17,821,1282018Assets 2019: $18,792,184Liabilities 2019: $12,722Net Assets 2019: $18,779,4622019Assets 2020: $22,305,661Liabilities 2020: $0Net Assets 2020: $22,305,6612020Assets 2021: $26,909,693Liabilities 2021: $0Net Assets 2021: $26,909,6932021Assets 2022: $23,586,079Liabilities 2022: $100Net Assets 2022: $23,585,9792022Assets 2023: $26,017,727Liabilities 2023: $0Net Assets 2023: $26,017,7272023Assets 2024: $30,290,540Liabilities 2024: $0Net Assets 2024: $30,290,5402024Assets 2025: $33,194,920Liabilities 2025: $4,237Net Assets 2025: $33,190,6832025

Highlighted filing

2025

Assets$33,194,920
Liabilities$4,237
Net Assets$33,190,683

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $2,254,3462010Expenses 2011: $2,660,9212011Expenses 2012: $2,779,2822012Expenses 2013: $3,090,4952013Revenue 2014: $4,508,252Expenses 2014: $3,403,671Net Income 2014: $1,104,5812014Revenue 2015: $4,477,807Expenses 2015: $3,538,658Net Income 2015: $939,1492015Revenue 2016: $4,080,940Expenses 2016: $3,641,917Net Income 2016: $439,0232016Revenue 2017: $3,928,184Expenses 2017: $3,626,509Net Income 2017: $301,6752017Revenue 2018: $4,564,947Expenses 2018: $3,377,552Net Income 2018: $1,187,3952018Revenue 2019: $5,411,958Expenses 2019: $4,003,123Net Income 2019: $1,408,8352019Revenue 2020: $5,485,302Expenses 2020: $3,771,489Net Income 2020: $1,713,8132020Revenue 2021: $5,766,546Expenses 2021: $3,185,496Net Income 2021: $2,581,0502021Revenue 2022: $6,747,207Expenses 2022: $4,011,790Net Income 2022: $2,735,4172022Revenue 2023: $5,803,665Expenses 2023: $4,027,969Net Income 2023: $1,775,6962023Revenue 2024: $6,431,756Expenses 2024: $4,555,639Net Income 2024: $1,876,1172024Revenue 2025: $6,794,210Expenses 2025: $4,803,916Net Income 2025: $1,990,2942025

Highlighted filing

2025

Revenue$6,794,210
Expenses$4,803,916
Net Income$1,990,294

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$6.79$4.80$1.99
2024Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$6.43$4.56$1.88
2023Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$5.80$4.03$1.78
2022Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$6.75$4.01$2.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.00$26.9$5.77$3.19$2.58
2020Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$5.49$3.77$1.71
2019Detailed filing. Detailed filing data is available for this year.$18.8$0.01$18.8$5.41$4.00$1.41
2018Detailed filing. Detailed filing data is available for this year.$18.0$0.19$17.8$4.56$3.38$1.19
2017Detailed filing. Detailed filing data is available for this year.$17.5$1.32$16.2$3.93$3.63$0.30
2016Detailed filing. Detailed filing data is available for this year.$14.8$0.20$14.6$4.08$3.64$0.44
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.11$14.1$4.48$3.54$0.94
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.96$13.7$4.51$3.40$1.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.08$12.8$3.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$1.00$11.7$2.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.91$11.7$2.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.42$10.2$2.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Feb 11, 2026
Return Version
2024v5.5
Gross Receipts
$21,657,252
Mission and Program Overview

Mission

Zeta tau alpha foundation, inc. Is organized to conduct fundraising for educational and charitable projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,099,165$29,983,250▲ $3,884,085
Savings and Temporary Cash Investments$4,180,457$3,200,750▼ $979,707
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$30,290,540$33,194,920▲ $2,904,380
Other Assets Total$10,918$10,920▲ $2
Liabilities
Accounts Payable and Accrued Expenses-$4,237-
Total Liabilities$0$4,237▲ $4,237
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,721,541$25,437,816▲ $2,716,275
Net Assets With Donor Restrictions$7,568,999$7,752,867▲ $183,868
Total Net Assets Fund Balance$30,290,540$33,190,683▲ $2,900,143
Total Liabilities and Net Assets / Fund Balance$30,290,540$33,194,920▲ $2,904,380

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$82,449$82,449

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,438,870$486,712▲ $486,409-$9,076,898
2023$7,349,398$446,121▲ $917,703-$8,438,870
2022$5,602,473$1,573,103▲ $380,083-$7,349,398
2021$6,495,068$595,059▼ $1,229,254-$5,602,473
2020$5,340,464$398,362▲ $990,192-$6,495,068
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carolyn Hof CarpenterPresident
Becky Hainsworth KirwanDirector
Casey Guimbellot PashDirector
Dinah Jackson LaugheryDirector
Natalie Yingling LiskoDirector
Shannon Ashley FergusonDirector
Sherry Server TilleyDirector
Meghan Vicinus ParkerExecutive Director
Kay Dill KreutzerSecretary-treasurer
Stephanie Arnette PowellVP of Alumnae Development
Carla Martin CobbVP of Collegiate Development
Marlene Dunbar ConradVP of Philanthropy
Kristen Humeston HarthornVP of Scholarship
Revenue and Support

Revenue Composition

Contributions and Grants
$5,771,469
Program Service Revenue
$0
Investment Income
$1,021,574
Other Revenue
$1,167
All Other Contributions
$5,771,469
Change in Net Assets
$1,990,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,649,315
Revenue Not Reported on Financial Statements
$144,895
Revenue Not Reported on Form 990
$909,849
Total Revenue per Audited Statements
$7,559,164
Total Revenue per Form 990
$6,794,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,309,097
Other Expenses$1,494,819
Total Fundraising Expense$226,039
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,904,753--$1,904,753
Grants to Domestic Individuals$1,404,344--$1,404,344
Fees for Service Investment Mgmnt Fees-$144,895-$144,895
Other Expenses$136,952$69,651$93,364$136,952
All Other Expenses$2,175-$115,035$117,210
Information Technology$41,597$32,680-$74,277
Occupancy$23,051$34,414-$57,465
Conferences and Meetings$7,881$32,852$4,324$45,057
Office Expenses-$34,436-$34,436
Fees for Services Other-$31,026-$31,026
Fees for Services Accounting-$28,350-$28,350
Travel-$9,678$13,316$22,994
Insurance-$17,002-$17,002
Total Functional Expenses$4,004,892$572,985$226,039$4,803,916

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,803,916
Expenses per Audited Statements$4,659,021
Total Expenses per Audited Statements$4,659,021
Expenses Not Reported on Financial Statements$144,895
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zeta Tau Alpha FraternityCarmel, IN501(c)(7)Education & Leadership Development$861,898
Breast Cancer Research FoundationNew York, NY501(c)(3)Breast Cancer Sponsor$625,000
American Cancer SocietyAtlanta, GA501(c)(3)Breast Cancer Sponsor$325,000
Indiana University FoundationIndianapolis, IN501(c)(3)Service Grant$29,722
Purdue University Cancer Research CenterWest Lafayette, IN501(c)(3)Service Grant$25,000
All Saints Health FoundationFort Worth, TX501(c)(3)Service Grant$15,000
University of Virginia Cancer CenterCharlottesville, VA501(c)(3)Service Grant$5,830
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Zeta tau alpha foundation, inc.'s form 990 and all related schedules, statements, and attachments are reviewed and approved by the board secretary-treasurer and appropriate representative(s) from the board of director's executive committee prior to finalizing and filing these tax returns with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Zeta tau alpha foundation, inc. Periodically distributes conflict of interest questionnaires to each officer and member of the board of directors. The questionnaires include statements regarding other employment, being related to anyone on the board, and other items that may create an appearence of a potential independence issue. The identification, evaluation and resolution of those issues are discussed with the appropriate level of management or members of the board of directors.

Form 990, Part VI, Section B, Line 15

The board of directors and officers of zeta tau alpha foundation, inc. Are not compensated and serve on a voluntary basis. However, if the foundation had employees and compensated its officers, the foundation's board of directors will determine and set all staffing compensation rates after a thorough review of all related issues, consultation with independent persons, review of comparable data, and deliberation.

Form 990, Part VI, Section C, Line 19

Zeta tau alpha foundation, inc. Makes its governing documents, conflict of interest policy, and financial statements, as applicable, available to the public upon written request made to the attention of our president and received at our corporate office address, as well as on another's website.

Filing and Contact Details

Filer

Filer Name
Zeta Tau Alpha Foundation
EIN
31-0987111
Phone
3178720540
Address
1036 S RANGELINE ROAD, CARMEL, IN 46032

Signing Officer

Name
Kay Dill Kreutzer
Title
Secretary/treasurer
Phone
3178720540
Signed
2026-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Hof Carpenter
Formed
1954
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
8,000

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2B

Zeta tau alpha foundation, inc. (foundation) has no employees. Its staffing requirements are provided by zeta tau alpha fraternity inc. (fraternity), an affiliated tax exempt section 501(c)(7) organization. The foundation's board of directors approve all staffing compensation rates to be reimbursed to the fraternity for its staffing costs after a thorough review of all related issues, consultation with independent persons, review of comparable data, and deliberation. The staffing expenditures are reported in the functional expenses as salary expense reimbursements.

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment consists of both donor restricted funds and funds designated by the board of directors to function as an endowment. The foundation has adopted investment and spending policies for assets held for endowment that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Assets held for endowment include those assets of donor-restricted funds the foundation must hold in perpetuity. Under this policy, as approved by the board of directors, the endowed investments are invested in a manner that is intended to produce a total return which protects the purchasing power of the endowed investments and which allows spending under the terms of each endowment fund.

PART X, LINE 2:

The foundation is organized as a not-for-profit corporation that is exempt from income taxes under section 501(c)(3) of the united states internal revenue code and similar state law. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the foundation, and has concluded that as of july 31, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The foundation has filed its federal and state income tax returns for periods through july 31, 2024. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).

Raw XML AppendixShowing 400 of 574 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04237
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS.
IRS990/AllOtherContributionsAmt05771469
IRS990/AllOtherExpensesGrp/FundraisingAmt0115035
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02175
IRS990/AllOtherExpensesGrp/TotalAmt0117210
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03178720540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01036 S RANGELINE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt04324
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt032852
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07881
IRS990/ConferencesMeetingsGrp/TotalAmt045057
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05771469
IRS990/CYGrantsAndSimilarPaidAmt03309097
IRS990/CYInvestmentIncomeAmt01021574
IRS990/CYOtherExpensesAmt01494819
IRS990/CYOtherRevenueAmt01167
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01990294
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04803916
IRS990/CYTotalFundraisingExpenseAmt0226039
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06794210
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ZETA TAU ALPHA FOUNDATION, INC. HELPS TO SUPPORT AND EDUCATE THE PUBLIC ON THE FOLLOWING: -HEALTH AND SAFETY ISSUES SUCH AS DRINKING RESPONSIBLY, SEXUAL ASSAULT PREVENTION, MENTAL WELL-BEING AND HAZING PREVENTION.-LEADERSHIP DEVELOPMENT INCLUDING COMMUNICATION SKILL, FINANCIAL MANAGEMENT, ACADEMIC ACHIEVEMENT, INTERPERSONAL SKILLS AND PROBLEM-SOLVING SKILLS.-BREAST CANCER EDUCATION AND AWARENESS WITH A SIGNIFICANT EMPHASIS ON BREAST CANCER RESEARCH.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt07568999
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt07752867
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02480188
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt028350
IRS990/FeesForServicesAccountingGrp/TotalAmt028350
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt031026
IRS990/FeesForServicesOtherGrp/TotalAmt031026
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0144895
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0144895
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0CAROLYN HOF CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm1CARLA MARTIN COBB
IRS990/Form990PartVIISectionAGrp/PersonNm2MARLENE DUNBAR CONRAD
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHANIE ARNETTE POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTEN HUMESTON HARTHORN
IRS990/Form990PartVIISectionAGrp/PersonNm5KAY DILL KREUTZER
IRS990/Form990PartVIISectionAGrp/PersonNm6SHANNON ASHLEY FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm7BECKY HAINSWORTH KIRWAN
IRS990/Form990PartVIISectionAGrp/PersonNm8DINAH JACKSON LAUGHERY
IRS990/Form990PartVIISectionAGrp/PersonNm9NATALIE YINGLING LISKO
IRS990/Form990PartVIISectionAGrp/PersonNm10CASEY GUIMBELLOT PASH
IRS990/Form990PartVIISectionAGrp/PersonNm11SHERRY SERVER TILLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12MEGHAN VICINUS PARKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF COLLEGIATE DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF ALUMNAE DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF SCHOLARSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-605495
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt01904753
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01404344
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01404344
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01904753
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01904753
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014257547
IRS990/GrossReceiptsAmt021657252
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt032680
IRS990/InformationTechnologyGrp/ProgramServicesAmt041597
IRS990/InformationTechnologyGrp/TotalAmt074277
IRS990/InsuranceGrp/ManagementAndGeneralAmt017002
IRS990/InsuranceGrp/TotalAmt017002
IRS990/InvestmentIncomeGrp/ExclusionAmt01627069
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01627069
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026099165
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029983250
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt082449
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt082449
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014863042
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030290540
IRS990/NetAssetsOrFundBalancesEOYAmt033190683
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-605495
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-605495
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0909849
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt022721541
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt025437816
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt011810
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt034414
IRS990/OccupancyGrp/ProgramServicesAmt023051
IRS990/OccupancyGrp/TotalAmt057465
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034436
IRS990/OfficeExpensesGrp/TotalAmt034436
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010918
IRS990/OtherAssetsTotalGrp/EOYAmt010920
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SALARY REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc1OTHER EDUCATIONAL PROGR
IRS990/OtherExpensesGrp/Desc2THEMIS PUBLICATION
IRS990/OtherExpensesGrp/Desc3THINK PINK PROGRAM
IRS990/OtherExpensesGrp/FundraisingAmt093364
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0138001
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt169651
IRS990/OtherExpensesGrp/ProgramServicesAmt0154967
IRS990/OtherExpensesGrp/ProgramServicesAmt1247329
IRS990/OtherExpensesGrp/ProgramServicesAmt281843
IRS990/OtherExpensesGrp/ProgramServicesAmt3136952
IRS990/OtherExpensesGrp/TotalAmt0386332
IRS990/OtherExpensesGrp/TotalAmt1247329
IRS990/OtherExpensesGrp/TotalAmt2151494
IRS990/OtherExpensesGrp/TotalAmt3136952
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01167
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01167
IRS990/OtherRevenueTotalAmt01167
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CAROLYN HOF CARPENTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ZETA TAU ALPHA FOUNDATION, INC. PROVIDES SCHOLARSHIPS TO QUALIFIED COLLEGE STUDENTS. IN FISCAL YEAR 2025, THE PROGRAM SERVICED 459 STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01524704
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01404344
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05451139
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03199159
IRS990/PYInvestmentIncomeAmt0978985
IRS990/PYOtherExpensesAmt01356480
IRS990/PYOtherRevenueAmt01632
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01876117
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04555639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06431756
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01990294
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01167
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04180457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03200750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05771469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05451139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04757526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05670287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03536626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025187047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01627069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0962927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01125560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01529789
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0852141
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06097486
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01167
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01632
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02099
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01136
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0154
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06188
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79900
IRS990ScheduleA/PublicSupportPY170Pct00.81750
IRS990ScheduleA/PublicSupportTotal170Amt025001137
IRS990ScheduleA/SubstantialContributorsTotAmt0185910
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05771469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05451139
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04757526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05670287
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03536626
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025187047
IRS990ScheduleA/TotalSupportAmt031290721
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.32115
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08438870
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0486712
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09076898
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0335093
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0486409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07349398
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0446121
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08438870
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0274352
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0917703
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05602473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01573103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07349398
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0206261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0380083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06495068
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0595059
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05602473
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0258400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1229254
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05340464
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0398362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06495068
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0233950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0990192
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082449
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082449
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0144895
IRS990ScheduleD/ExpensesSubtotalAmt04659021
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0144895
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0144895
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0909849
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.56924
IRS990ScheduleD/RevenueNotReportedAmt0909849
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0144895
IRS990ScheduleD/RevenueSubtotalAmt06649315
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ASSETS HELD FOR ENDOWMENT THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ASSETS HELD FOR ENDOWMENT INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THE FOUNDATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWED INVESTMENTS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A TOTAL RETURN WHICH PROTECTS THE PURCHASING POWER OF THE ENDOWED INVESTMENTS AND WHICH ALLOWS SPENDING UNDER THE TERMS OF EACH ENDOWMENT FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2024. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10961
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04803916
IRS990ScheduleD/TotalRevenuePerForm990Amt06794210
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07559164

Document Assets

No mirrored PDF or thumbnail assets are attached yet.