2023-12-14T17:31:45-06:00 2023-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-08-01 581507941 ALPHA DELTA PI FOUNDATION ALPH 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 BARBARA KINTER KUNKEL VP OF FINANCE 4043783164 2023-12-14 1 BARBARA KINTER KUNKEL 999009999 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2023-12-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BARBARA KINTER KUNKEL 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 10782225 0 X WWW.ALPHADELTAPIFOUNDATION.ORG X 1983 GA ESTABLISHED IN 1983, THE ALPHA DELTA PI FOUNDATION ACCEPTS TAX DEDUCTIBLE GIFTS TO PROVIDE ESSENTIAL RESOURCES FOR ALPHA DELTA PI SORORITY'S EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC ACTIVITIES. THE FOUNDATION FUNDS A VARIETY OF OPPORTUNITIES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS AS WELL AS THE PRESERVATION OF MONUMENTS AND MEMORIALS THAT ARE UNIQUE TO ALPHA DELTA PI SORORITY'S PLACE IN HISTORY. 10 10 6 86 0 0 4541227 3463823 0 0 1154057 270673 0 0 5695284 3734496 2019956 1396904 0 0 362444 468714 24597 40111 328541 749257 1067833 3156254 2973562 2539030 760934 21876237 23469479 127089 115510 21749148 23353969 X ESTABLISHED IN 1983, THE ALPHA DELTA PI FOUNDATION ACCEPTS TAX DEDUCTIBLE GIFTS TO PROVIDE ESSENTIAL RESOURCES FOR ALPHA DELTA PI SORORITY'S EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC ACTIVITIES. THE FOUNDATION FUNDS A VARIETY OF OPPORTUNITIES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS, AS WELL AS THE PRESERVATION OF MONUMENTS AND MEMORIALS THAT ARE UNIQUE TO ALPHA DELTA PI SORORITY'S PLACE IN HISTORY. 0 0 407091 302785 THE ALPHA DELTA PI FOUNDATION IS PROUD TO AWARD APPROXIMATELY 175 COMPETITIVE ACADEMIC SCHOLARSHIPS EACH YEAR WITH A TOTAL OF MORE THAN $250,000 IN SCHOLARSHIPS. AWARD AMOUNTS VARY UP TO $5,000, AND SCHOLARSHIPS UP TO $5,035 ARE AVAILABLE FOR UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION STUDY. 266201 171356 EDUCATIONAL PROGRAMMING WAS PROVIDED BY GRANTS MADE FROM THE ALPHA DELTA PI FOUNDATION FOR CHAPTER MEMBERS, ADVISORS, AND ALUMNAE ATTENDING OFFICER ACADEMY. ADDITIONALLY, RESOURCES FOR OUR UNDERGRADUATE MEMBERS ARE MADE AVAILABLE FOR THE CONTINUED FIGHT TO PREVENT HAZING, TO SUPPORT MENTAL WELLNESS, AND IN PROGRAMS TO ADDRESS SEXUAL AND RELATIONSHIP MISCONDUCT, BINGE DRINKING, HAZING, AND BULLYING. 58500 58500 THE CLASPED HANDS FUND GRANT PROVIDES EMERGENCY FINANCIAL ASSISTANCE TO ALUMNAE WHO FIND THEMSELVES IN FINANCIAL DISTRESS. NEED AND CIRCUMSTANCES DETERMINE THE AMOUNT OF EACH GRANT. IN 2021-22, THE FOUNDATION GRANTED FUNDS TO 16 INDIVIDUALS WHO WERE FACING FINANCIAL DISTRESS.THE ABIGAIL DAVIS EMERGENCY GRANT FUND PROVIDES GRANTS OF UP TO $3,500 FOR SHORT-TERM ASSISTANCE TO COLLEGIANS WHO ARE EXPERIENCING UNFORESEEN FINANCIAL DIFFICULTIES. GRANTS MUST BE USED FOR TUITION, BOOKS, OR SCHOOL FEES. GRANTS MAY NOT BE USED FOR SORORITY DUES OR ROOM AND BOARD. THE FOUNDATION PROVIDED 8 ONE-TIME EMERGENCY GRANTS TO UNDERGRADUATE MEMBERS TO ENSURE THEY COULD CONTINUE THEIR EDUCATIONAL EXPERIENCE. 791952 791952 THE FOUNDATION MADE GIFTS TO CONSTRUCT THE THE QUALIFYING EDUCATIONAL PORTION OF COLLEGIATE CHAPTER HOUSING. 283527 72311 THE FOUNDATION FUNDS A VARIETY OF OTHER OPPORTUNITIES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS, AS WELL AS THE PRESERVATION OF MONUMENTS AND MEMORIALS THAT ARE UNIQUE TO ALPHA DELTA PI SORORITY'S PLACE IN HISTORY. 1075479 864263 1807271 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA AL AK AZ AR CA CO CT DC FL HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X X JENNIFER WEBB 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 AMALIA COCHRAN PRESIDENT 4.00 X X 0 0 0 CINDY VORIS VP OF GRANTS 4.00 X X 0 0 0 BARBARA KINTER KUNKEL VP OF FINANCE 4.00 X X 0 0 0 STACY DEMARTINI BRUTON VP OF SCHOLARSHIPS 4.00 X X 0 0 0 JESSICA WHITE TOM VP OF PHILANTHROPY 4.00 X X 0 0 0 KARON ELLIOT GALENTINE VP OF DEVELOPMENT 4.00 X X 0 0 0 PAM ZIMMERMAN TRUSTEE 2.00 X 0 0 0 BONNIE YAMAOKA SECRETARY 4.00 X X 0 0 0 DEBBIE ROEBER CASTELLONE TRUSTEE 2.00 X 0 0 0 AMY COOK FISHER TRUSTEE 2.00 X 0 0 0 JENNIFER POLLEY WEBB EXECUTIVE DIRECTOR 35.00 X 121699 0 13610 121699 0 13610 1 0 0 0 EDGE CFO CONTROLLER SERVICES LLC 5515 BAHIA MAR CIRCLE STONE MOUNTAIN GA 30087 CONTROLLER SERVICES 109309 1 3463823 164821 3463823 626195 626195 6692207 7047729 -355522 -355522 -355522 3734496 0 0 270673 1035619 1035619 361285 361285 133343 68116 41186 24041 240426 122817 74262 43347 57516 22305 27338 7873 37429 18778 12023 6628 25341 14036 9979 1326 172249 74587 71337 26325 40111 40111 84713 84713 11430 3646 7784 10839 5862 2346 2631 82963 13185 23889 45889 11963 5565 4434 1964 16477 5743 8707 2027 87596 21373 28283 37940 8150 8150 6716 6716 95 95 UNFULFILLED PLEDGES 381630 381630 DONOR CULTIVATION 110934 20297 2555 88082 BANK CHARGES 49269 49269 MISCELLANEOUS 7468 5907 1204 357 2973562 1807271 837750 328541 247239 51902 1126642 1066752 2373310 1969603 68372 54776 47215 11168 7561 18069924 20253740 47954 51549 21876237 23469479 58004 13409 69085 102101 127089 115510 X 1965333 2801183 19783815 20552786 21749148 23353969 21876237 23469479 760934 843887 0 X X 0 1 X 1 0 X 2759798 3917471 4720700 4541227 3463823 19403019 2759798 3917471 4720700 4541227 3463823 19403019 313392 19089627 427560 490161 478663 644952 626195 2667531 14016 92296 106312 22176862 106312 0.86080 0.87070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13840317 821493 741378 488670 14914518 14503024 1041209 -1253673 450243 13840317 17379878 594733 1755286 5226873 14503024 14729607 3330900 575279 1255908 17379878 13284386 2121015 780237 1456031 14729607 0.08081 0.78453 0.13466 0 0 54776 47215 7561 7561 ANNUITY OBLIGATIONS 102101 102101 X 4493670 843887 843887 3649783 84713 84713 3734496 2888849 0 2888849 84713 84713 2973562 PART V, LINE 4: THE FOUNDATION HAS A POLICY FOR ITS DONOR RESTRICTED ENDOWMENT FUNDS OF APPROPRIATING FOR DISTRIBUTION EACH YEAR AN ESTABLISHED PERCENTAGE OF 4.25% OF THE ROLLING PRIOR 12-QUARTER AVERAGE MARKET VALUE LESS CUMULATIVE UNREALIZED GAINS/LOSSES THROUGH JANUARY 31 PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED, PLUS AN ADMINISTRATIVE FEE OF NO MORE THAN 3% OF THE MARKET VALUE LESS UNREALIZED GAINS/LOSSES AS OF JANUARY 31. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ASSETS HELD FOR ENDOWMENT. THE FOUNDATION'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. 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, 2023 AND 2022, 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, 2022. 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). X 0 DIGITAL INTERSECTION INC 4240 DUNCAN AVENUE SUITE 200 ST LOUIS MO 63110 DIRECT MAIL 0 0 40111 -40111 40111 -40111 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 ALPHA OMICRON OF ALPHA DELTA PI 6054 3 55TH ST TULSA OK 74135 736103129 501(C)(7) 187445 0 EDUCATIONAL HOUSING FUND DISTRIBUTION ALPHA DELTA PI SORORITY 1386 PONCE DE LEON AVE ATLANTA GA 30306 580638489 501(C)(7) 171356 0 EDUCATIONAL & LEADERSHIP DEVELOPMENT PROGRAMMING ZETA LAMBDA HOUSE CORPORATION 1500 ATHENS DRIVE COLLEGE STATION TX 77840 741886542 501(C)(7) 157922 0 EDUCATIONAL HOUSING FUND DISTRIBUTION DELTA DELTA HOUSE CORPORATION 519 N OAKLAND AVENUE FAYETTEVILLE AR 72701 710296927 501(C)(7) 143517 0 EDUCATIONAL HOUSING FUND DISTRIBUTION GAMMA IOTA OF ADPI HOUSE CORP 10614 SW 52ND AVE GAINESVILLE FL 32608 590641930 501(C)(7) 141243 0 EDUCATIONAL HOUSING FUND DISTRIBUTION ZETA BETA OF ADPI HOUSE CORP 1301 TOWN SIDE DR APEX NC 27502 561142537 501(C)(7) 92337 0 EDUCATIONAL HOUSING FUND DISTRIBUTION DELTA SIGMA HOUSE CORPORATION 1008 MORRIS DRIVE OXFORD MS 38655 474051390 501(C)(7) 35993 0 EDUCATIONAL HOUSING FUND DISTRIBUTION ALPHA PSI HOUSE CORPORATION 814 W 28TH STREET LOS ANGELES CA 90007 956056936 501(C)(7) 33495 0 EDUCATIONAL HOUSING FUND DISTRIBUTION FOUNDATION FOR FRATERNAL EXCELLENCE 11722 ALLISONVILLE ROAD STE 103 BOX 353 FISHERS IN 46038 351873572 501(C)(3) 26000 0 INITIATIVE TO WOMEN'S RESEARCH 1 8 SCHOLARSHIPS 169 302785 ABIGAIL DAVIS GRANTS 8 28000 CLASPED HANDS GRANTS 8 30500 X 15 164821 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, CONTROLLER, VICE PRESIDENT OF FINANCE, AND AUDIT COMMITTEE AND THEN SUBMITTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES IS VERY AWARE OF CONFLICT OF INTEREST AS IT HELPS MAINTAIN THE REPUATION OF EXCELLENCE AND HIGH STANDARDS THAT IS INSTILLED IN ITS MEMBERS. BOARD MEMBERS ARE WELL VERSED IN POLICY PROTOCOL, AND ARE CONSCIENTIOUS IN BRINGING THE SUBJECT UP AT MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD MUST APPROVE AND VOTE ON THE SALARIES OF ALL OFFICERS AND KEY EMPLOYEES WHO RECEIVE A SALARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.