2024-11-11T15:43:06-06:00 2024-06-30 362985770 SELDEN FOX LTD ONE PARKVIEW PLAZA SUITE 710 OAKBROOK TERRACE IL 60181 990 2023-07-01 363895478 ALPHA PHI FOUNDATION INC ALPH 8474754532 1985 S JOSEPHINE ST DENVER CO 80210 LINDA SCHNETZER EXECUTIVE DIRECTOR 8474754532 2024-11-11 1 1 JOHN T WOJCIK P01331805 6309541400 2023 2024-10-15 13:58:12Z LINDA SCHNETZER 1985 S JOSEPHINE ST DENVER CO 80210 13608299 0 X WWW.ALPHAPHIFOUNDATION.ORG X 1956 IL ADVANCING WOMEN'S LIVES THROUGH POWER OF PHILANTHROPY. 11 11 14 200 0 0 4008943 3361506 0 0 -108790 1888691 26634 3512 3926787 5253709 3217036 2643581 0 0 1179435 1247631 0 0 730558 1631687 643002 6028158 4534214 -2101371 719495 25092722 27925480 475721 1045020 24617001 26880460 X ADVANCING WOMEN'S LIVES THROUGH THE POWER OF PHILANTHROPY. 0 0 1842724 1794049 LEADERSHIP - THE FOUNDATION SUPPORTS INNOVATIVE LEADERSHIP AND EDUCATIONAL PROGRAMMING THAT HELPS WOMEN GROW WITHIN THEIR CHAPTER, ON CAMPUS, AND IN THE WORKPLACE. THE PROGRAMS INCLUDE THE FOLLOWING: LIVE COURAGEOUSLY SERIES (EMPOWERS MEMBERS TO BE PROACTIVE IN A DIFFICULT SITUATION, TO ACT, AND TO CARE FOR ONE ANOTHER), STAND TOGETHER (TEACHES MEMBERS HOW TO MAKE ALPHA PHI A MORE WELCOMING, SAFE, AND INCLUSIVE ENVIRONMENT), LEAGUE OF COACHES (PROVIDES AN OPPORTUNITY FOR A DIVERSE GROUP OF ALUMNAE AND INDUSTRY LEADERS TO SHARE THEIR KNOWLEDGE AND EXPERTISE), LEGACY OF LEADERS(INCLUDES INNOVATIVE OPPORTUNITIES TO TEACH, INSPIRE, AND EDUCATE MEMBERS ABOUT HOW TO INFLUENCE CHANGE THROUGH EMPOWERING LEADERSHIP IN THEIR COMMUNITIES. THE FOUNDATION PROVIDES GRANTS FOR LEADERSHIP PROGRAMING AT THE CHAPTER LEVEL, AND GENEROUS HEARTS (REFLECTS THE LONG-STANDING COMMITMENT TO GIVING BACK AND PROVIDES NEW OPPORTUNITIES FOR COMMUNITY INVOLVEMENT AND EDUCATION).IN ADDITION, THE FOUNDATION SUPPORTS PROGRAMS THAT PROVIDE CONTINUED LEADERSHIP DEVELOPMENT OPPORTUNITIES AT THE CHAPTER LEVEL. 388879 304638 SCHOLARSHIPS - THE FOUNDATION AWARDS MERIT AND NEED BASED EDUCATIONAL SCHOLARSHIPS TO COLLEGIATE AND ALUMNAE STUDENTS BASED ON ACADEMIC ACHIEVEMENT, ORGANIZATIONAL AND COMMUNITY ACTIVITIES, REFERENCES, AND PERSONAL ESSAYS. THEY MAY BE USED TOWARDS ACADEMIC ACTIVITIES INCLUDING TUITION, COURSE-RELATED FEES, AND BOOKS AND SUPPLIES REQUIRED FOR COURSE ENROLLMENT. SCHOLARSHIPS MAY BE USED TOWARDS FULL-TIME OR PART-TIME ENROLLMENT, A STATUS DEFINED IN ACCORDANCE WITH THE FULL-TIME AND PART-TIMEPOLICIES OF THE UNIVERSITY/COLLEGE. 219118 309150 COMMUNITY CONTRIBUTIONS - THE FOUNDATION PROVIDES GRANTS TO 501(C)3 ORGANIZATIONS WITH A SHARED FOCUS IN HEART HEALTH. THEY ARE MADE ON BEHALF OF ALPHA PHI FRATERNITY'S LOCAL CHAPTERS. THESE COMMUNITY CONTRIBUTION GRANTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. THE HEART TO HEART GRANT IS AWARDED ANNUALLY TO HOSPITALS, EDUCATIONAL INSTITUTIONS, AND RESEARCH ORGANIZATIONS PERFORMING WORK IN THE AREA OF CARDIAC CARE AND RESEARCH. THESE GRANTS SUPPORT GROUNDBREAKING CARDIAC ADVANCEMENTS. IN THIS FISCAL YEAR, ONE GRANT FUNDED RESEARCH TO HELP IDENTIFY PATIENT RISK FOR PAD (PERIPHERAL ARTERIAL DISEASE) USING A PATENTED BIOMARKER FOR CFAS (CIRCULATED FATTY ACID SYNTHASE). A SECOND GRANT FUNDED CPR TRAINING ON FEMALE MANIKINS IN THE STATE OF MISSOURI. IN ADDITION, THE FOUNDATION AWARDED 12 GRANTS TO 501(C)3 ORGANIZATIONS WITH A SHARED FOCUS IN HEART HEALTH. 784406 235744 FORGET-ME-NOT THESE ASSISTANCE GRANTS ARE PAID TO ALPHA PHI FRATERNITY COLLEGIANS AND ALUMNAE IN GOOD STANDING WHO ARE FACING SEVERE FINANCIAL DISTRESS, SERIOUS HEALTH ISSUES, CONSEQUENCES OF NATURAL DISASTERS, AND URGENT FAMILY CRISES. THE GRANT IS DESIGNED TO PROVIDE TEMPORARY, SHORT-TERM, FINANCIAL ASSISTANCE FOR AN UNFORESEEN EVENT. MEMBERS MAY APPLY ON THEIR OWN OR ON BEHALF OF A SISTER IN NEED.APPLICATIONS ARE APPROVED BY THE EXECUTIVE DIRECTOR. MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS, FOUNDATION STAFF, AND FAMILY MEMBERS OF BOTH ARE INELIGIBLE. HERITAGE AND EDUCATIONAL HOUSING GRANTS PROVIDE GRANTS FOR SPACE RELATED TO EDUCATIONAL PURPOSES IN COLLEGIATE CHAPTER FACILITIES. PROVIDE GRANTS FOR ORGANIZATIONAL HISTORY PROJECTS AND SPACES. 784406 235744 3235127 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X LINDA SCHNETZER 8474754532 1985 S JOSEPHINE ST DENVER CO 80210 REBECCA ZANATTA CHAIR 5.00 X X 0 0 0 JANELLE DEL CARLO VICE CHAIR DEVELOPMENT 5.00 X X 0 0 0 JACKEE SCHOOLS VICE CHAIR FUNDING PRIORITIES 5.00 X X 0 0 0 CLAIRE COSTIN TREASURER 5.00 X X 0 0 0 BARBARA TINGLEY ASSISTANT TREASURER 5.00 X 0 0 0 SHANA SMITH SECRETARY 5.00 X 0 0 0 JANIS COUGHLIN-PIESTER ASSISTANT SECRETARY 5.00 X 0 0 0 SUSAN MCNEICE DIRECTOR 5.00 X 0 0 0 JENNIFER JOHNSTON DIRECTOR 5.00 X 0 0 0 SHERYL BARDEN DIRECTOR 5.00 X 0 0 0 DARA GOLDSMITH DIRECTOR 5.00 X 0 0 0 KATE HALFON EX OFFICIO 5.00 X 0 0 0 AMY PEEBLES EXECUTIVE DIRECTOR 40.00 X 140586 0 33140 LINDA SCHNETZER EXECUTIVE DIRECTOR 40.00 X 0 0 0 140586 0 33140 1 0 1 0 0 3361506 3361506 420593 420593 9822688 8354590 1468098 1468098 1468098 OTHER INCOME 900099 3512 3512 3512 5253709 3512 0 1888691 2643581 2643581 206867 59992 68266 78609 790038 228914 262858 298266 25443 7302 8322 9819 153930 41315 55988 56627 71353 20496 24160 26697 12228 12228 32870 20870 12000 37898 27811 10087 40986 6244 34742 3430 216 799 2415 143220 27211 43207 72802 1613 1500 113 141192 101694 10036 29462 47309 6920 21536 18853 3233 3233 DEVELOPMENT 108764 66635 42129 PRINTING AND PUBLICATIO 48725 21972 224 26529 MISCELLANEOUS 19955 430 7135 12390 POSTAGE 13787 2205 356 11226 -12208 -12208 4534214 3235127 568529 730558 1679403 1889355 869503 623861 85343 292948 60429 66471 38182 21779 7429 16403 22342663 24988490 47952 47952 25092722 27925480 468961 399125 6760 645895 475721 1045020 X 12108433 13580560 12508568 13299900 24617001 26880460 25092722 27925480 719495 1659254 -115290 0 X X 0 1 X 1 0 X 3257870 3066421 4649359 4008943 3361506 18344099 3257870 3066421 4649359 4008943 3361506 18344099 18344099 1281111 6001137 1086236 -108790 1888691 10148385 809 809 18012 3512 21524 28514817 73623 0.64330 0.64890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17996815 353928 1294797 804990 18840550 16328830 845236 1179272 356523 17996815 16325369 2188643 -1182583 1002599 16328830 9059941 7265428 16325369 8319050 740891 9059941 0 0 27392 10989 16403 10790 10790 0 16403 6797673 1659254 1659254 5138419 115290 115290 5253709 4534214 0 4534214 0 4534214 PART V, LINE 4 THE ENDOWMENT FUNDS CONSIST OF FIVE UNIQUE CATEGORIES ESTABLISHED FOR SPECIFIC PURPOSES. THESE CATEGORIES ARE SCHOLARSHIPS, LEADERSHIP TRAINING, HEART HEALTH, DIRECT ASSISTANCE TO ALPHA PHI COLLEGIANS AND ALUMNAE IN GOOD STANDING, AND THE PRESERVATION OF THE HISTORY OF THE ALPHA PHI FRATERNITY. THE BOARD OF DIRECTORS HAS THE PRIMARY FIDUCIARY RESPONSIBILITY FOR INVESTING THE FUNDS. THE FUNDS ARE INVESTED IN A REASONABLY PRUDENT MANNER MANAGED BY A PROFESSIONAL INVESTMENT ADVISOR. 0 COLUMBIA UNIVERSITY 615 WEST 131ST STREET NEW YORK NY 10027 135598093 5050 0 SCHOLARSHIP DRAKE UNIVERSITY 2507 UNIVERSITY AVE DES MOINES IA 50311 420680460 11500 0 SCHOLARSHIP DUKE UNIVERSITY 114 SOUTH BUCHANAN BOULEVARD DURHAM NC 27705 560532129 6550 0 SCHOLARSHIP LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM PA 18015 240795445 11000 0 SCHOLARSHIP MICHIGAN STATE UNIVERSITY 556 E CIRCLE DRIVE ROOM 252 EAST LANSING MI MI 48824 386005984 5250 0 SCHOLARSHIP NORTHWESTERN UNIVERSITY 1801 HINMAN AVENUE EVANSTON IL 60208 362167817 11900 0 SCHOLARSHIP SAN JOSE STATE UNIVERSITY 1 WASHINGTON SQUARE SAN JOSE CA 951920036 770414438 11500 0 SCHOLARSHIP STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 941156365 11500 0 SCHOLARSHIP TEXAS A&M UNIVERSITY-COMMERCE 2104 UNIVEWRSITY DR COMMERCE TX 75429 756001353 8150 0 SCHOLARSHIP THE UNIVERSITY OF MONTANA 32 CAMPUS DRIVE MISSOULA MT 59812 810362989 7800 0 SCHOLARSHIP UC REGENTS (UC DAVIS) PO BOX 989062 WEST SACRAMENTO CA 957989062 943067788 6200 0 SCHOLARSHIP UNIVERSITY OF NEBRASKA AT KEARNEY 2504 9TH AVE KEARNEY NE 68849 470049123 9150 0 SCHOLARSHIP UNIVERSITY OF WASHINGTON 1410 NE CAMPUS PKWY SEATTLE WA 98195 916001537 5500 0 SCHOLARSHIP YALE UNIVERSITY YALE UNIVERSITY NEW HAVEN CT 065208288 060646973 23900 0 SCHOLARSHIP ALPHA PHI INTERNATIONAL FRATERNITY INC 1985 S JOSEPHINE ST DENVER CO 80210 134148824 1836137 0 LEADERSHIP TRAINING THE CURATORS OF THE UNIVERSITY OF MISSOURI 316 UNIVERSITY HALL COLUMBIA MO 65211 266440629 25000 0 HEART HEALTH THE FOUNDATION FOR BARNES JEWISH HOSPITAL 1001 HIGHLANDS PLZ DR WEST 140 ST LOUIS MO 631101339 431648435 100000 0 HEART HEALTH TALLAHASSEE MEMORIAL HOSPITAL 1300 MICCOSUKEE RD TALLAHASSEE FL 32308 591727645 7212 0 HEART HEALTH BRYAN HEALTH 1600 S 48TH ST LINCOLN NE 68506 237005720 26803 0 HEART HEALTH X X 0 0 0 0 0 0 0 0 0 AMY PEEBLES EXECUTIVE DIRECTOR 140586 0 0 0 0 0 0 0 33140 0 173726 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVED A COPY OF THE 990 FOR REVIEW AND APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS, ADVISORY GROUP MEMBERS, AND STAFF ANNUALLY SIGN A FORM ATTESTING THAT THEY HAVE, AND WILL CONTINUE TO, COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE SALARIES AND BENEFITS ARE COMPARED TO OTHER SALARIES IN THE INDUSTRY AND GEOGRAPHIC LOCATION AND ARE CONSIDERED REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. TAX RETURNS AND SOME OF THE FOUNDATION'S KEY POLICIES ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.