2025-12-15T13:58:51-06:00 2025-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-08-01 581507941 ALPHA DELTA PI FOUNDATION ALPH 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 AMY COOK FISHER VP OF FINANCE 4043783164 2025-12-12 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-12-12 2024 2025-03-06 01:10:19Z AMY COOK FISHER 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 22890814 0 X WWW.ALPHADELTAPIFOUNDATION.ORG X 1983 GA THE ALPHA DELTA PI FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC ENDEAVORS OF ALPHA DELTA PI SORORITY AND ITS MEMBERS BY PROVIDING SCHOLARSHIPS, LEADERSHIP DEVELOPMENT OPPORTUNITIES, AND FINANCIAL ASSISTANCE TO CHARITABLE INITIATIVES. 11 11 5 83 0 0 4349438 2773102 0 0 813443 1902760 0 -7497 5162881 4668365 1628376 3385341 0 0 507838 528368 43722 63837 345547 1139042 792836 3318978 4770382 1843903 -102017 27500077 27646752 485433 176358 27014644 27470394 X THE ALPHA DELTA PI FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC ENDEAVORS OF ALPHA DELTA PI SORORITY AND ITS MEMBERS BY PROVIDING SCHOLARSHIPS, LEADERSHIP DEVELOPMENT OPPORTUNITIES, AND FINANCIAL ASSISTANCE TO CHARITABLE INITIATIVES. 0 0 460271 347439 THE ALPHA DELTA PI FOUNDATION IS PROUD TO AWARD APPROXIMATELY 175 COMPETITIVE ACADEMIC SCHOLARSHIPS ANNUALLY, TOTALING MORE THAN $340,000. SCHOLARSHIP AMOUNTS VARY, WITH AWARDS UP TO $5,000 AVAILABLE FOR UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION STUDIES. 2193721 1830805 EDUCATIONAL PROGRAMMING WAS SUPPORTED THROUGH GRANTS PROVIDED BY THE ALPHA DELTA PI FOUNDATION, BENEFITTING CHAPTER MEMBERS, ADVISORS, AND ALUMNAE ATTENDING ADPI ACADEMY AND SUMMER SUMMIT. ADDITIONALLY, RESOURCES WERE MADE AVAILABLE TO UNDERGRADUATE MEMBERS TO PROMOTE THE PREVENTION OF HAZING, SUPPORT MENTAL WELLNESS, AND ADDRESS CRITICAL ISSUES SUCH AS SEXUAL ASSAULT, BINGE DRINKING, BULLYING, AND HAZING.THE FOUNDATION ALSO SUPPORTS A VARIETY OF INITIATIVES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS, INCLUDING THE PRESERVATION OF MONUMENTS AND MEMORIALS SIGNIFICANT TO THE SORORITY'S HISTORY. THESE EFFORTS ALSO PROMOTE EDUCATION ON THE ROLE OF SORORITIES WITHIN THE BROADER CONTEXT OF WOMEN'S STUDIES. 80200 80200 THE CLASPED HANDS FUND GRANT OFFERS EMERGENCY FINANCIAL ASSISTANCE TO ALUMNAE EXPERIENCING FINANCIAL HARDSHIP. THE AMOUNT OF EACH GRANT IS DETERMINED BASED ON INDIVIDUAL NEED AND CIRCUMSTANCES. DURING THE 2024-2025 FISCAL YEAR, THE FOUNDATION PROVIDED SUPPORT FOR 8 ALUMNAE IN FINANCIAL DISTRESS.THE ABIGAIL DAVIS EMERGENCY GRANT FUND PROVIDES ONE-TIME GRANTS OF UP TO $3,500 TO COLLEGIATE MEMBERS FACING UNEXPECTED FINANCIAL CHALLENGES. THESE GRANTS MUST BE APPLIED TOWARD TUITION, BOOKS, OR FEES AND CANNOT BE USED FOR SORORITY DUES. IN 2024-2025, THE FOUNDATION AWARDED 6 EMERGENCY GRANTS TO UNDERGRADUATE MEMBERS, HELPING THEM CONTINUE THEIR EDUCATIONAL PURSUITS. 1126897 1126897 THE FOUNDATION PROVIDED FUNDING FOR THE CONSTRUCTION OF QUALIFYING EDUCATIONAL SPACES WITHIN COLLEGIATE CHAPTER HOUSING OR FOR INFRASTRUCTURE SUPPORTING THOSE EDUCATIONAL AREAS. 1126897 1126897 3861089 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 5 1 0 0 0 0 0 1 1 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 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 AMY COOK FISHER 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 BONNIE YAMAOKA SECRETARY 4.00 X X 0 0 0 DEBBIE ROEBER CASTELLONE TRUSTEE 4.00 X 0 0 0 ANGELA TIPPETTE MCCOY TRUSTEE 2.00 X 0 0 0 ABBY DEAN PFEIFFER TRUSTEE 2.00 X 0 0 0 ILA HISERMAN PILON TRUSTEE 2.00 X 0 0 0 JENNIFER POLLEY WEBB EXECUTIVE DIRECTOR 35.00 X 129250 0 14847 129250 0 14847 1 0 0 0 EDGE CFO CONTROLLER SERVICES LLC 5515 BAHIA MAR CIRCLE STONE MOUNTAIN GA 30087 CONTROLLER SERVICES 119615 1 75938 60774 2636390 173052 2773102 672519 672519 19432893 18202652 1230241 1230241 1230241 12300 75938 19797 -7497 -7497 4668365 0 0 1895263 2957702 2957702 427639 427639 148836 72372 50921 25543 296142 150353 92723 53066 7399 7399 42546 16382 20382 5782 33445 17057 10368 6020 28517 15087 13085 345 206283 89981 84544 31758 63837 63837 100021 100021 35161 856 34305 22651 17848 32 4771 60320 13446 26717 20157 13144 6114 4872 2158 16501 5754 8717 2030 64711 32903 10621 21187 12204 10494 1710 3000 3000 1763 1763 DONOR CULTIVATION 138306 21219 9904 107183 BANK CHARGES 48232 48232 UNFULFILLED PLEDGES 36140 36140 MISCELLANEOUS 5882 5882 4770382 3861089 563746 345547 586434 316767 1779271 352629 1684215 874891 56401 45676 62831 52215 10641 10616 23199614 26013415 183501 32758 27500077 27646752 358350 48324 127083 128034 485433 176358 X 2993174 3282695 24021470 24187699 27014644 27470394 27500077 27646752 -102017 557767 0 X X 0 1 X 1 0 X 4720700 4541227 3463823 4349438 2773102 19848290 4720700 4541227 3463823 4349438 2773102 19848290 295077 19553213 478663 644952 626195 729709 672519 3152038 92296 92296 23092624 92296 0.84670 0.86080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17000653 750485 1607509 665193 18693454 14914518 1046613 1744860 705338 17000653 13840317 821493 741378 488670 14914518 14503024 1041209 -1253673 450243 13840317 17379878 594733 1755286 5226873 14503024 0.07028 0.71485 0.21487 0 0 62831 52215 10616 10616 ANNUITY OBLIGATIONS 128034 128034 X 5145908 557767 19797 577564 4568344 100021 100021 4668365 4690158 19797 19797 4670361 100021 100021 4770382 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, 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). PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 19,797. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 19,797. X X X X 0 EVERTRUE INC PO BOX 844787 BOSTON MA 02110 DIRECT MAIL 0 0 63837 -63837 63837 -63837 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 DIAMOND JAM 88238 75938 12300 10203 9594 88238 75938 12300 10203 9594 19797 -7497 1 ALPHA DELTA PI SORORITY 1386 PONCE DE LEON AVE ATLANTA GA 30306 580638489 501(C)(7) 0 1667257 EDUCATIONAL & LEADERSHIP DEVELOPMENT PROGRAMMING ALPHA OMICRON OF ALPHA DELTA PI PO BOX 1516 STILLWATER OK 74076 736103129 501(C)(7) 0 275422 EDUCATIONAL HOUSING FUND DISTRIBUTION DELTA DELTA CHAPTER OF ALPHA DELTA PI HOUSE CORP 519 OAKLAND AVE FAYETTEVILLE AR 72701 710296927 501(C)(7) 0 173817 EDUCATIONAL HOUSING FUND DISTRIBUTION DELTA SIGMA CHAPTER HOUSE CORPORATION OF ALPHA DELTA PI 1008 MORRIS DRIVE OXFORD MS 38655 474051390 501(C)(7) 0 6132 EDUCATIONAL HOUSING FUND DISTRIBUTION EPSILON ETA CHAPTER OF ALPHA DELTA PI HOUSE CORPORATION PO BOX 5226 MISSISSIPPI STATE MS 39762 463935848 501(C)(7) 0 94237 EDUCATIONAL HOUSING FUND DISTRIBUTION GAMMA IOTA CHAPTER OF ALPHA DELTA PI HOUSE CORPORATION 831 W PANHELLENIC DRIVE GAINESVILLE FL 32601 590641930 501(C)(7) 0 122918 EDUCATIONAL HOUSING FUND DISTRIBUTION RONAD MCDONALD HOUSE CHARITIES OF ARKANSAS & NORTHWEST LOUISIANA 9100 SUSAN DRIVE SHREVEPORT LA 71118 710525252 501(C)(3) 0 10000 RONALD MCDONALD HOUSE CHARITIES ENDOWMENT GRANT RONALD MCDONALD HOUSE CHARITIES DETROIT 4707 SAINT ANTOINE STREET SUITE 200 DETROIT MI 48201 362934689 501(C)(3) 0 6500 RONALD MCDONALD HOUSE CHARITIES ENDOWMENT GRANT RONALD MCDONALD HOUSE CHARITIES IN OMAHA 620 S 38TH STREET OMAHA NE 68105 470755104 501(C)(3) 0 8652 EDUCATIONAL HOUSING FUND DISTRIBUTION RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO 2929 CHILDRENS WAY SAN DIEGO CA 92123 953251490 501(C)(3) 0 6500 RONALD MCDONALD HOUSE CHARITIES ENDOWMENT GRANT SIGMA OF ALPHA DELTA PI BUILDING CORPORATION 1202 W NEVADA URBANA IL 61801 376051502 501(C)(2) 0 217937 EDUCATIONAL HOUSING FUND DISTRIBUTION ALPHA DELTA PI UPSILON CHAPTER HOUSE CORPORATION 11173 SIPSEY VALLEY ROAD N BUHL AL 35446 910233764 501(C)(2) 0 157525 EDUCATIONAL HOUSING FUND DISTRIBUTION ZETA BETA OF ADPI HOUSE CORP 2612 STEWARDSHIP PARK RALEIGH NC 27606 561142537 501(C)(2) 0 23045 EDUCATIONAL HOUSING FUND DISTRIBUTION ZETA LAMBDA HOUSE CORPORATION 1500 ATHENS DRIVE COLLEGE STATION TX 77840 741886542 501(C)(7) 0 55838 EDUCATIONAL HOUSING FUND DISTRIBUTION 10 4 SCHOLARSHIPS 179 347439 ABIGAIL DAVIS GRANTS 6 16200 CLASPED HANDS GRANTS 8 64000 X 17 173052 FMV 0 0 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.