Civic Intelligence

Alpha XI Delta Foundation

990 • Fiscal year 2022 • EIN 35-6053701

Jun 01, 2021 to May 31, 2022 • Filed on Oct 07, 2022

Organization ProfileWWW.ALPHAXIDELTA.ORG
PO Box 6069 Dept 80Indianapolis, IN 46260-6069

(317) 872-3500

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.02x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

25th percentile

-6.8%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$9,110,147

Down $669,455 (-6.8%) from 2021

Net Assets

Down

$9,080,637

Down $571,091 (-5.9%) from 2021

Liabilities

Down

$29,510

Down $98,364 (-77%) from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin88th percentile

Revenue

Down

$1,210,634

Down $137,221 (-10%) from 2021

Expenses

Down

$615,679

Down $164,440 (-21%) from 2021

Net Income

Up

$594,955

Up $27,219 (+4.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,862,386Liabilities 2011: $28,131Net Assets 2011: $4,834,2552011Assets 2012: $4,675,977Liabilities 2012: $13,420Net Assets 2012: $4,662,5572012Assets 2013: $5,327,625Liabilities 2013: $13,958Net Assets 2013: $5,313,6672013Assets 2014: $5,875,132Liabilities 2014: $20,742Net Assets 2014: $5,854,3902014Assets 2015: $6,059,951Liabilities 2015: $31,575Net Assets 2015: $6,028,3762015Assets 2016: $6,026,292Liabilities 2016: $44,926Net Assets 2016: $5,981,3662016Assets 2017: $7,248,200Liabilities 2017: $24,870Net Assets 2017: $7,223,3302017Assets 2018: $7,540,117Liabilities 2018: $21,965Net Assets 2018: $7,518,1522018Assets 2019: $7,282,452Liabilities 2019: $24,254Net Assets 2019: $7,258,1982019Assets 2020: $7,762,400Liabilities 2020: $33,766Net Assets 2020: $7,728,6342020Assets 2021: $9,779,602Liabilities 2021: $127,874Net Assets 2021: $9,651,7282021Assets 2022: $9,110,147Liabilities 2022: $29,510Net Assets 2022: $9,080,6372022Assets 2023: $8,835,996Liabilities 2023: $43,744Net Assets 2023: $8,792,2522023Assets 2024: $10,120,289Liabilities 2024: $24,987Net Assets 2024: $10,095,3022024Assets 2025: $10,689,387Liabilities 2025: $37,739Net Assets 2025: $10,651,6482025

Highlighted filing

2022

Assets$9,110,147
Liabilities$29,510
Net Assets$9,080,637
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $432,6412011Expenses 2012: $470,9082012Expenses 2013: $534,0442013Revenue 2014: $924,118Expenses 2014: $558,264Net Income 2014: $365,8542014Revenue 2015: $811,006Expenses 2015: $619,413Net Income 2015: $191,5932015Revenue 2016: $1,106,082Expenses 2016: $637,672Net Income 2016: $468,4102016Revenue 2017: $1,423,703Expenses 2017: $611,306Net Income 2017: $812,3972017Revenue 2018: $1,558,000Expenses 2018: $1,490,767Net Income 2018: $67,2332018Revenue 2019: $723,951Expenses 2019: $723,839Net Income 2019: $1122019Revenue 2020: $831,089Expenses 2020: $645,525Net Income 2020: $185,5642020Revenue 2021: $1,347,855Expenses 2021: $780,119Net Income 2021: $567,7362021Revenue 2022: $1,210,634Expenses 2022: $615,679Net Income 2022: $594,9552022Revenue 2023: $750,111Expenses 2023: $663,564Net Income 2023: $86,5472023Revenue 2024: $853,075Expenses 2024: $609,505Net Income 2024: $243,5702024Revenue 2025: $1,228,708Expenses 2025: $782,295Net Income 2025: $446,4132025

Highlighted filing

2022

Revenue$1,210,634
Expenses$615,679
Net Income$594,955
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Oct 7, 2022
Return Version
2021v4.2
Gross Receipts
$4,147,075
Mission and Program Overview

Mission

The mission of the alpha xi delta foundation is to create opportunities for alpha xi delta fraternity members to ensure enduring resources so the fraternity can fulfill her mission. As part of its mission, the foundation will support the fraternity's educational and leadership development programming; provide and continue to expand scholarship, grants and member support funds; and encourage philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,314,035$8,603,266▼ $710,769
Savings and Temporary Cash Investments$210,019$268,314▲ $58,295
Pledges and Grants Receivable$49,264$26,633▼ $22,631
Accounts Receivable$12,227$11,703▼ $524
Prepaid Expenses and Deferred Charges$130$80▼ $50
Total Assets$9,779,602$9,110,147▼ $669,455
Other Assets Total$193,927$200,151▲ $6,224
Liabilities
Accounts Payable and Accrued Expenses$127,874$29,510▼ $98,364
Total Liabilities$127,874$29,510▼ $98,364
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,977,912$5,490,868▼ $487,044
Net Assets Without Donor Restrictions$3,673,816$3,589,769▼ $84,047
Total Net Assets Fund Balance$9,651,728$9,080,637▼ $571,091
Total Liabilities and Net Assets / Fund Balance$9,779,602$9,110,147▼ $669,455

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,819,406$80,199▼ $229,284$9,334$3,517,453
2020$2,896,281$85,689▲ $936,940$6,760$3,819,406
2019$2,758,305$62,410▲ $195,898$8,628$2,896,281
2018$2,766,080$82,579▲ $10,808$4,285$2,758,305
2017$2,539,180$65,830▲ $267,048$4,155$2,766,080
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Andrea FoubergChair
Monica BroughtonVice Chair
Elysia Balster GallivanNational Executive Director
Courtney PetersTrustee
Elizabeth BattagliaTrustee
Jennifer LeeTrustee
Julie HummerTrustee
Katherine MartinTrustee
Laurel AmabileTrustee
Rebecca PerrettTrustee/national Pres
Peggy CoyneSecretary
Lydia BugliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$549,530
Program Service Revenue
$0
Investment Income
$661,104
Other Revenue
$0
All Other Contributions
$549,530
Change in Net Assets
$594,955

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$104,430Fair Market Value (FMV)
Total Noncash Contributions2$104,430-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,147,346
Revenue Not Reported on Financial Statements
$63,288
Revenue Not Reported on Form 990
$-1,166,046
Total Revenue per Audited Statements
$-18,700
Total Revenue per Form 990
$1,210,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$329,557
Grants and Similar Amounts Paid$286,122
Total Fundraising Expense$92,409
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$143,331--$143,331
Grants to Domestic Individuals$142,791--$142,791
Fees for Service Investment Mgmnt Fees-$63,288-$63,288
Fees for Services Accounting-$29,518-$29,518
Fees for Services Legal-$12,279-$12,279
Fees for Services Other-$448$6,000$6,448
Office Expenses$225$4,155$444$4,824
Information Technology$3,000--$3,000
Conferences and Meetings-$2,813-$2,813
Other Expenses$48,515$635$500$1,135
Total Functional Expenses$337,862$185,408$92,409$615,679

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$615,679
Expenses per Audited Statements$552,391
Total Expenses per Audited Statements$552,391
Expenses Not Reported on Financial Statements$63,288
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Leadership Coach$43,519
Alpha Xi Delta Building Corporation of Vermillion SdVermillion, SD501(c)(7)Educational Space in Housing Facility$42,397
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)OTHER GRANTS LESS THAN $5,000 EACH FOR CONVENTION, OFFICER ACADEMY, TRAVEL TEAM TRAINING, MEMBER DEVELOPMENT, AND EDUCATION FUNDING.$14,243
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Diversity Equity and Inclusion Grant$14,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Community Life Education$11,333
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Workout Grant$7,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Racial Justice Workshop$5,228
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
Yes
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

“The audit committee and the foundation chair will review the 990. The draft will also be circulated to the trustees. Once all members have reviewed the return, the 990 will be issued.”

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

“The forms are collected, kept on file, and individuals are asked to recuse themselves from a vote if it is a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The national executive director is employed by alpha xi delta fraternity. The fraternity has an executive performance and compensation review committee comprised of three board members. Those members reach out to the foundation chair and nhc president for feedback. They review both industry standards for compensation as well as greek organization survey results. Location of the national executive director is also taken into consideration. The committee completes the review document and agrees on the compensation. The national president completes the review and sends a memo to director of finance and operations for the fraternity for execution.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Foundation
EIN
35-6053701
Phone
3178723500
Address
PO BOX 6069 DEPT 80, INDIANAPOLIS, IN 46260-6069

Signing Officer

Name
Elysia Balster Gallivan
Title
Executive Director
Phone
3178723500
Signed
2022-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elysia Balster Gallivan
Formed
1956
Legal Domicile
Ar
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

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 XI, LINE 9:

“Change in value of beneficial interest in charitable remainder trusts 5,653.”

Form 990, Part XII, Line 2C Explanation

“The process remains unchanged from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Provide grants and awards; used for educational purposes; support programs and other activities of the foundation.”

PART X, LINE 2:

“The foundation is organized as a not-for-profit corporation under section 501(c)(3) of the united states internal revenue code and corresponding state tax law. Additionally, the foundation has been determined not to be a private foundation under section 509(a) of the internal revenue code. 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 may 31, 2022 and 2021, 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 generally exempt from income taxes. However, the foundation is required to file federal form 990 - return of organization exempt from income tax and a similar state return, which are informational returns only. The foundation is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in charitable remainder trusts 5,653.”

Raw XML AppendixShowing 400 of 627 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/BOYAmt0127874
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029510
IRS990/AccountsReceivableGrp/BOYAmt012227
IRS990/AccountsReceivableGrp/EOYAmt011703
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0549530
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03178723500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6069 DEPT 80
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0462606069
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02813
IRS990/ConferencesMeetingsGrp/TotalAmt02813
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0549530
IRS990/CYGrantsAndSimilarPaidAmt0286122
IRS990/CYInvestmentIncomeAmt0661104
IRS990/CYOtherExpensesAmt0329557
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0594955
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0615679
IRS990/CYTotalFundraisingExpenseAmt092409
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01210634
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0IN THE FISCAL YEAR, THE FOUNDATION PROVIDED SUBSTANTIAL SUPPORT FOR ALPHA XI DELTA'S PERSONAL DEVELOPMENT AND PHILANTHROPIC PROGRAMS. THESE INCLUDED: THE LEADERSHIP COACH PROGRAM, GREEKLIFEEDU, JUSTICE, EQUITY AND HUMAN DIGNITY PROGRAMS, THE WORKOUT, STRENGTHS AND WELLBEING PROGRAMMING AND ACTIVITIES RELATED TO PHILANTHROPIC EFFORTS TO SUPPORT LOCAL ORGANIZATIONS FOCUSED ON CHILDREN IN NEED. THE LEADERSHIP COACH PROGRAM HELPED YOUNG WOMEN ACQUIRE ESSENTIAL LIFE SKILLS AND BECOME STRONGER, MORE CONFIDENT WOMEN. WORKING WITH WOMEN NATIONWIDE, LEADERSHIP COACHES FACILITATED ACTIVITIES CENTERING ON PERSONAL DEVELOPMENT, ASSISTED WOMEN IN MAXIMIZING THE BENEFIT OF STRENGTHS DEVELOPMENT, AND TRAINED CHAPTER EXECUTIVE COMMITTEES TO BE HIGH PERFORMING TEAMS. GREEKLIFEEDU IS AN ONLINE INTERACTIVE COURSE WITH A THREE-PRONG FOCUS ON ALCOHOL EDUCATION, SEXUAL ASSAULT PREVENTION, AND HAZING EDUCATION. THE JUSTICE, EQUITY AND HUMAN DIVERSITY PROGRAMS PROVIDE TRANSFORMATIONAL LEARNING ON BECOMING MORE INFORMED GLOBAL CITIZENS. THE REALIZE YOUR POTENTIAL MEMBER DEVELOPMENT PROGRAM HELPS WOMEN BUILD INTERPERSONAL SKILLS FOR SUCCESS IN THE WORKPLACE OF TODAY AND TOMORROW. THE A CLEAR VISION OF LIFE: THE WELLBEING PROGRAM, HELPS ALUMNAE INCREASE THEIR CAPACITY TO THRIVE IN THE FIVE AREAS OF WELLBEING - PURPOSE, SOCIAL, FINANCIAL, PHYSICAL AND COMMUNITY - TO BECOME BETTER, STRONGER CITIZENS OF THEIR COMMUNITIES. SCHOLARSHIPS AND CONTINUING EDUCATION GRANTS WERE AWARDED TO COLLEGIATE AND ALUMNAE MEMBERS TO REALIZE THEIR HIGHER EDUCATION GOALS AND PREPARE FOR TODAY'S EVER-CHANGING GLOBAL JOB MARKET. AMAXING CHALLENGE GRANTS WERE AWARDED TO HELP CHAPTERS DREAM BIGGER AND ENHANCE THEIR FUNDRAISING, AWARENESS AND VOLUNTEER EFFORTS IN THEIR COMMUNITIES RELATED TO CHILDREN IN FOSTER CARE AND FACING HOMELESSNESS AND HUNGER. THE ALPHA XI DELTA FOUNDATION CONTINUES ITS PROUD TRADITION OF PROVIDING RESOURCES TO INSPIRE WOMEN TO REALIZE THEIR POTENTIAL THROUGH THE LEADERSHIP OPPORTUNITIES IT OFFERS, THE LIFELONG LEARNING THAT IT INSPIRES AND THE SERVICE IT PROVIDES TO IMPROVE THE LIVES OF CHILDREN.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05977912
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05490868
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0337862
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029518
IRS990/FeesForServicesAccountingGrp/TotalAmt029518
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012279
IRS990/FeesForServicesLegalGrp/TotalAmt012279
IRS990/FeesForServicesOtherGrp/FundraisingAmt06000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0448
IRS990/FeesForServicesOtherGrp/TotalAmt06448
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt063288
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt063288
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0ANDREA FOUBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1MONICA BROUGHTON
IRS990/Form990PartVIISectionAGrp/PersonNm2PEGGY COYNE
IRS990/Form990PartVIISectionAGrp/PersonNm3LYDIA BUGLI
IRS990/Form990PartVIISectionAGrp/PersonNm4LAUREL AMABILE
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH BATTAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm6JULIE HUMMER
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNIFER LEE
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHERINE MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm9COURTNEY PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm10REBECCA PERRETT
IRS990/Form990PartVIISectionAGrp/PersonNm11ELYSIA BALSTER GALLIVAN
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/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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE/NATIONAL PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt11NATIONAL EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0482506
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0286122
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0142791
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0142791
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0143331
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0143331
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03418947
IRS990/GrossReceiptsAmt04147075
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03000
IRS990/InformationTechnologyGrp/TotalAmt03000
IRS990/InvestmentIncomeGrp/ExclusionAmt0178598
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0178598
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09314035
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08603266
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02936441
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09651728
IRS990/NetAssetsOrFundBalancesEOYAmt09080637
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0482506
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0482506
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1171699
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03673816
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03589769
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0104430
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0444
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04155
IRS990/OfficeExpensesGrp/ProgramServicesAmt0225
IRS990/OfficeExpensesGrp/TotalAmt04824
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0193927
IRS990/OtherAssetsTotalGrp/EOYAmt0200151
IRS990/OtherChangesInNetAssetsAmt05653
IRS990/OtherExpensesGrp/Desc0REIMBURSED SALARIES & B
IRS990/OtherExpensesGrp/Desc1OPERATIONS COST SHARING
IRS990/OtherExpensesGrp/Desc2FUNDRAISING & PROMOTION
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt061406
IRS990/OtherExpensesGrp/FundraisingAmt124059
IRS990/OtherExpensesGrp/FundraisingAmt2500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt042272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2635
IRS990/OtherExpensesGrp/ProgramServicesAmt048515
IRS990/OtherExpensesGrp/TotalAmt0152193
IRS990/OtherExpensesGrp/TotalAmt130000
IRS990/OtherExpensesGrp/TotalAmt224059
IRS990/OtherExpensesGrp/TotalAmt31135
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt049264
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt026633
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0130
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt080
IRS990/PrincipalOfficerNm0ELYSIA BALSTER GALLIVAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0384503
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0489292
IRS990/PYInvestmentIncomeAmt0963352
IRS990/PYOtherExpensesAmt0290827
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0567736
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0780119
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01347855
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0594955
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0210019
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0268314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0549530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0384503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0540821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0424121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01083980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02982955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0178598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0146634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0157268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0146162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0124636
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0753298
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68430
IRS990ScheduleA/PublicSupportPY170Pct00.70530
IRS990ScheduleA/PublicSupportTotal170Amt02556753
IRS990ScheduleA/SubstantialContributorsTotAmt0426202
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0549530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0384503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0540821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0424121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01083980
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02982955
IRS990ScheduleA/TotalSupportAmt03736253
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/BoardDesignatedBalanceEOYPct00.03400
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt018835
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03819406
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt080199
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03517453
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0124699
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-229284
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09334
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016632
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02896281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt085689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03819406
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt076112
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0936940
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt06760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt014345
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02758305
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt062410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02896281
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt097359
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195898
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt08628
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt013749
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02766080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt082579
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02758305
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt083128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010808
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt013399
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02539180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt065830
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02766080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt088424
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0267048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04155
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt063288
IRS990ScheduleD/ExpensesSubtotalAmt0552391
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt00
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt01500
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt069732
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt063288
IRS990ScheduleD/InvestmentExpensesNotIncldAmt063288
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1171699
IRS990ScheduleD/OtherRevenueAmt05653
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.56820
IRS990ScheduleD/RevenueNotReportedAmt0-1166046
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt063288
IRS990ScheduleD/RevenueSubtotalAmt01147346
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE GRANTS AND AWARDS; USED FOR EDUCATIONAL PURPOSES; SUPPORT PROGRAMS AND OTHER ACTIVITIES OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. 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 MAY 31, 2022 AND 2021, 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 GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 5,653.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.39780
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0615679
IRS990ScheduleD/TotalRevenuePerForm990Amt01210634
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-18700
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0552391
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0123880
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22111
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0125
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1112

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,110,147
Liabilities
$29,510
Net assets
$9,080,637
Revenue
$1,210,634
Expenses
$615,679
Net income
$594,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.04$10.7$1.23$0.78$0.45
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.02$10.1$0.85$0.61$0.24
2023Detailed filing. Detailed filing data is available for this year.$8.84$0.04$8.79$0.75$0.66$0.09
2022Detailed filing. Detailed filing data is available for this year.$9.11$0.03$9.08$1.21$0.62$0.59
2021Detailed filing. Detailed filing data is available for this year.$9.78$0.13$9.65$1.35$0.78$0.57
2020Detailed filing. Detailed filing data is available for this year.$7.76$0.03$7.73$0.83$0.65$0.19
2019Detailed filing. Detailed filing data is available for this year.$7.28$0.02$7.26$0.72$0.72$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.54$0.02$7.52$1.56$1.49$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.25$0.02$7.22$1.42$0.61$0.81
2016Detailed filing. Detailed filing data is available for this year.$6.03$0.04$5.98$1.11$0.64$0.47
2015Detailed filing. Detailed filing data is available for this year.$6.06$0.03$6.03$0.81$0.62$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.88$0.02$5.85$0.92$0.56$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.01$5.31$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.01$4.66$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.03$4.83$0.43