2024-04-05T08:46:37-05:00 2023-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-07-01 842326831 MARTLET INC MART 4632077200 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 KARL GRINDEL EXECUTIVE DIRECTOR 4632077200 2024-04-02 1 KARL GRINDEL 999009999 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-04-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KARL GRINDEL 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 4706188 0 X N/A X 2019 IN HOLD PROPERTY FOR THE DELTA CHI FRATERNITY. 5 5 0 0 6916 0 0 4567272 132000 132000 0 6916 0 0 132000 4706188 90899 175864 0 0 0 0 0 0 0 41101 41112 132000 216976 0 4489212 1589475 6286054 90899 220206 1498576 6065848 HOLD PROPERTY FOR THE DELTA CHI FRATERNITY. 0 0 HOLD PROPERTY FOR THE DELTA CHI FRATERNITY. 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 X 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 IN X THE ORGANIZATION 4632077200 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 GREGORY F HAUSER PRESIDENT 1.00 1.00 X X 0 0 0 DR WILLIAM R TALLMAN SECRETARY 1.00 1.00 X X 0 0 0 MILES WASHBURN TREASURER 1.00 1.00 X X 0 0 0 CHARLES MANCUSO DIRECTOR 1.00 1.00 X 0 0 0 MARK SEXTON DIRECTOR 1.00 1.00 X 0 0 0 JEROD BREIT THROUGH 13123 EXECUTIVE DIRECTOR 1.00 40.00 X 0 150246 163 KARL GRINDEL 13123 - PRESENT EXECUTIVE DIRECTOR 1.00 40.00 X 0 0 0 0 150246 163 0 0 1 0 0 4567272 4567272 4567272 RENTAL INCOME 531120 132000 132000 132000 6916 6916 4706188 132000 6916 0 175864 22 1275 57 975 38445 338 216976 201173 186944 1498576 148719 1388302 1349857 4649184 0 100069 1589475 6286054 320 90899 87385 0 132501 90899 220206 X 1498576 6065848 1498576 6065848 1589475 6286054 4489212 78060 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1857377 88479 233311 46204 2132963 2203554 -313645 32532 1857377 1808047 620968 225461 2203554 1770799 37248 1808047 1588093 208919 26213 1770799 1.00000 0 0 90000 90000 1408576 148719 1259857 1349857 DUE TO AFFILIATES 132501 132501 X 4784248 78060 78060 4706188 0 4706188 216976 0 216976 0 216976 PART V, LINE 4: THE PRIMARY PURPOSE OF THE FUND IS TO ACT AS A RESERVE WHICH WILL PROVIDE FOR FUNDS FOR GENERAL OPERATIONS AS APPROVED BY THE BOARD. THE ORGANIZATION EXPECTS ITS ENDOWMENT FUND, OVER TIME, TO PROVIDE AN AVERAGE RATE OF RETURN OF SEVEN TO NINE PERCENT. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ORGANIZATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE ORGANIZATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 THE DELTA CHI FRATERNITY 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 420212285 501(C)(7) 0 175864 BOOK VALUE EARNINGS TRANSFER FOR OPERATIONS SUPPORT EARNINGS TRANSFER FOR OPERATIONS SUPPORT 1 0 0 0 JEROD BREIT THROUGH 13123 EXECUTIVE DIRECTOR 0 137246 0 13000 0 0 0 0 0 163 0 150409 0 0 SCHEDULE J, LINE 3 THE RELATED ORGANIZATION UTILIZES FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND EXECUTIVE COMMITTEE APPROVAL IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. X 1 4567272 FMV 0 0 0 FORM 990, PART V, LINE 3B THE ORGANIZATION FILES A CONSOLIDATED FORM 990-T WITH THE DELTA CHI FRATERNITY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. MANAGEMENT REVIEWS A DRAFT OF THE RETURN PRIOR TO SHARING WITH THE BOARD OF DIRECTORS. THE RETURN IS THEN FILED AFTER COMMENT PERIOD HAS PASSED. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS REVIEW AND SIGN THE CONFLICT OF INTEREST STATEMENT AND DECLARATION ANNUALLY. THEY ARE RETAINED IN ACCORDANCE WITH THE DOCUMENT RETENTION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND 990/990-T/STATE INCOME TAX RETURNS ARE MADE AVAILABLE TO THE PERSON WHO REQUESTS THEM AS LONG AS THE REQUEST FOR COPIES IS A VALID AND REASONABLE REQUEST. ANY REQUEST THAT APPEARS TO BE, OR IS, HOSTILE IN NATURE IS DELAYED UNTIL ORGANIZATION MANAGEMENT AND/OR OFFICERS HAVE CONSULTED WITH LEGAL COUNSEL TO DETERMINE THE ACTION TO TAKE. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. THE DELTA CHI FRATERNITY 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 420212285 FRATERNITY IA 501(C)(7) 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 THE DELTA CHI FRATERNITY B 175864 BOOK VALUE THE DELTA CHI FRATERNITY J 132000 FMV THE DELTA CHI FRATERNITY C 4567272 FMV