2025-02-17T13:19:23-06:00 2024-06-30 311488076 HOBE & LUCAS CPAS 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 990 2023-07-01 223115003 PI LAMBDA PHI EDUCATIONAL FOUNDATION INC PILA 7037746545 12360 LOCUST STREET BRIGHTON CO 80602 JAMES B MORRIS JR TREASURER 7037746545 2025-02-16 1 0 DAVID S BALDOZA P00394564 2165248900 2025-02-16 2023 2025-03-06 01:10:19Z JAMES B MORRIS JR 201 SHETLAND HILLS DRIVE LUTHERVILLE MD 21093 333754 0 X N/A X 1991 CT TO FUNDRAISE AND STEWARD DONATIONS IN ORDER TO AWARD SCHOLARSHIPS AND ASSIST OTHER EDUCUATIONAL INITIATIVES OF UNDERGRADUATE MEMBERS. 6 6 0 0 0 0 133371 158728 0 0 10332 17849 0 0 143703 176577 59921 66000 0 0 0 0 0 35400 85777 100163 101873 160084 203273 -16381 -26696 676459 684310 58920 71901 617539 612409 TO FUNDRAISE AND STEWARD DONATIONS OF ALUMNI AND FRIENDS OF PILAM IN ORDER TO AWARD SCHOLARSHIPS AND HELP FUND OTHER EDUCATIONAL INITIATIVES FOR ITS UNDERGRADUATE MEMBERS. 0 0 69600 66000 158728 THE ORGANIZATION RECEIVES DONATIONS FROM ALUMI AND FRIENDS OF PILAM IN ORDER TO PROVIDE GRANTS TO INDIVIDUALS AND ELIGIBLE ORGANIZATIONS. DURING THE YEAR ENDED JUNE 30, 2024, A TOTAL OF 18 SCHOLARSHIPS WERE AWARDED TO QUALIFYING STUDENTS. 69600 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 CT MS AL CA CO DC FL GA IL KS KY ME MD MA MI MS NV NH NJ NM NY NC OH OK PA RI SC TN VA WA WI X DAVID S BALDOZA CPA 4407738391 6000 FREEDOM SQUARE DRIVE STE 550 INDEPENDENCE OH 44131 X GARY SANDERS PRESIDENT 2.00 X X 0 0 0 ROGER ORLOFF SECRETARY 2.00 X X 0 0 0 JAMES B MORRIS JR TREASURER 2.00 X X 0 0 0 DAN SCOTT TRUSTEE 1.00 X 0 0 0 TRAVIS COLLINGS VICE PRESIDENT 2.00 X X 0 0 0 ROBERT KLAUSNER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 158728 158728 23178 23178 151848 157177 -5329 -5329 -5329 176577 0 0 17849 X 66000 66000 1771 1771 8100 8100 35400 35400 3492 3492 25329 6075 19254 7126 7126 2727 2727 ADMINISTRATIVE SUPPORT 36000 3600 18000 14400 DATABASE QUALITY 12800 12800 CREDIT CARD PROCESSING 3923 3923 DUES 500 500 105 105 203273 69600 47896 85777 86695 56544 1213 5654 7204 584110 619349 676459 684310 58920 71901 58920 71901 X 276745 227477 340794 384932 617539 612409 676459 684310 -26696 21566 0 X 1 X 0 0 0 X 89249 193111 377459 133371 158728 951918 89249 193111 377459 133371 158728 951918 951918 9199 13322 12329 25473 23178 83501 1035419 0.91940 0.92600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 8071 4000 88482 1 1 0 JPMORGAN TR II 1447 F FIDELITY SALEM S TR TR 45499 F J P MORGAN EXCHANGE 2664 F J P MORGAN EXCHANGE 2661 F J P MORGAN EXCHANGE 3945 F J P MORGAN EXCHANGE 5304 F ISHARES TRUST 2622 F ISHARES TRUST 5325 F PIMCO INCOME FD 2654 F SIX CIRCLES TR 43062 F SIX CIRCLES TR 2649 F SIX CIRCLES TR 10774 F VANGUARD INTERMEDIATE 5356 F VANGUARD SCOTTSDALE FUNDS 5365 F VANGUARD TOTAL BOND 29252 F VANGUARD TOTAL 58843 F SIX CIRCLES TR 13429 F SIX CIRCLES TR 27512 F CHASE DEPOSIT SWEEP MGD 4979 F BLACKROCK FDS V 6967 F ISHARES 20 PLUS YEAR 9729 F ISHARES TRUST 23225 F ISHARES TRUST 6901 F JPMORGAN TR II 14077 F SIX CIRCLES TR 84247 F SIX CIRCLES TR 28971 F VANGUARD BOND INDEX FD 35441 F VANGUARD TOTAL BOND 14482 F VANGUARD TOTAL 121967 F 619349 X X X X 1 COLUMNS FUNDRAISING LLC 2870 PEACHTREE ROAD SUITE 956 ATLANTA GA 30305 0 0 0 35400 35400 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 ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 PI LAMBDA PHI FRATERNITY P O BOX 8176 1895 GREENWICH CT 06836 131168250 501(C)(7) 42500 0 GRANT FOR PURPOSES OF PRODUCING AND CONDUCTING THE LEADERSHIP INSTITUTE FOR THE OFFICERS OF THE FRATERNITY'S UNDERGRADUATE CHAPTERS. SCHOLARSHIPS 18 23500 EDUCATIONAL GRANT 1 42500 PART I, LINE 2: THE ORGANIZATION REMITS ALL SCHOLARSHIPS DIRECTLY TO THE UNIVERSITIES/COLLEGES ON BEHALF OF THE STUDENTS AND ANY GRANTS PAID TO THE FRATERNITY ARE PRE-VETTED TO ENSURE THE EDUCATIONAL EVENTS ARE HELD WITHIN THE US. FORM 990, PART VI, SECTION B, LINE 11B FEDERAL FORM 990 IS PREPARED BY THE FOUNDATION'S ACCOUNTANT AND IS REVIEWED BY THE TREASURER AND OTHER OFFICERS OF THE BOARD OF TRUSTEES FOR APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL, UPON REQUEST, PROVIDE COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ROGER ORLOFF - 3499 BROWNING LANE NE, ATLANTA, GA 30319. JAMES B. MORRIS JR. - 201 SHETLAND HILLS DRIVE, LUTHERVILLE, MD 21093. DAN SCOTT - 22765 WOODLAWN DRIVE, NORTHBROOK, IL 60062. TRAVIS COLLINGS - 21 WORMWOOD STREET, UNIT 503, BOSTON, MA 02210. ROBERT KLAUSNER - 7080 NW 4TH ST, PLANTATION, FL 33317. FORM 990, PART IX, LINE 11G CHARITABLE REGISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,075. FUNDRAISING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 19,254. TOTAL EXPENSES 19,254.