2025-04-30T12:36:32-05:00 2024-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2023-07-01 546053821 SIGMA PHI EPSILON EDUCATIONAL FOUNDATION SIGM 8043531901 310 S ARTHUR ASHE BOULEVARD RICHMOND VA 23220 BRIAN WARREN CHIEF EXECUTIVE OFFICER 8043531901 2025-04-29 1 1 VIRGINIA R BELCHER P00421964 8047470000 2023 2025-03-06 01:10:19Z EDWARD H HAMMOND PHD 310 S ARTHUR ASHE BOULEVARD RICHMOND VA 23220 4895811 0 X WWW.SIGEP.ORG/FOUNDATION X 1943 VA THE SIGMA PHI EPSILON EDUCATIONAL FOUNDATION ADVANCES THE MISSION OF THE HIGHER EDUCATION BY PROVIDING SCHOLARSHIPS AND GRANTS THAT SUPPORT HEALTHY LIVING ENVIRONMENTS AND PROGRAMS FOCUSED ON THE ACADEMIC AND MORAL DEVELOPMENT OF UNDERGRADUATE MEN. 3 3 0 10 0 0 4283657 4375487 0 4000 190455 302337 288783 211349 4762895 4893173 4662957 4395818 0 0 434764 648345 0 0 1029420 783116 1142745 5880837 6186908 -1117942 -1293735 44674912 48071697 242404 597264 44432508 47474433 X TO STIMULATE INTELLECTUAL ACHIEVEMENT, PROMOTE MORALITY AND CITIZENSHIP AND ENCOURAGE PHYSICAL AND SOCIAL DEVELOPMENT AT CHAPTERS OF SIGMA PHI EPSILON FRATERNITY. 0 0 1717120 1717120 TO ADVANCE THE MISSION OF SIGMA PHI EPSILON FRATERNITY OF "BUILDING BALANCED MEN" BY PROVIDING GRANTS TO SIG EP LEAD FUND TO FUND THE FOLLOWING PROGRAMS:PROGRAMS AND EVENT STAFFINGCARLSON LEADERSHIP ACADEMIES: FOR BROTHERS WHO HAVE SHOWN A DESIRE TO LEAD THEIR CHAPTER, CARLSON OFFERS TRAINING IN LEADERSHIP TECHNIQUES, PROBLEM-SOLVING AS A TEAM, GOAL-SETTING AND EXECUTION. THE ACADEMY IS FACILITATED BY ALUMNI WITH YEARS OF SIGEP INVOLVEMEN AND SENIOR LEADERSHIP EXPERIENCE. CHAPTER LEADERS LEAVE WITH INCREASED KNOWLEDGE AND CONFIDENCE IN THEIR ABILITY TO CREATE A POSITIVE ENVIRONMENT FOR THEIR BROTHERS TO GROW.RUCK LEADERSHIP INSTITUTE: AN INTENSE 5-DAY EVENT FOR THE FRATERNITY'S TOP RISING LEADERS. CURRICULUM IS BASED ON THE LEADERSHIP CHALLENGE AND FOCUSES ON TEACHING THE FEW TO IMPACT THE MANY THAT WILL FOLLOW THEM.TRAGOS QUEST TO GREECE SCHOLARS: TRAGOS QUEST TO GREECE: AN INTERNATIONAL EXPERIENCE TO DISCOVER THE BIRTHPLACE OF WESTERN CIVILIZATION AND SOUND MIND AND BODY.LIFE AFTER COLLEGE: LIFE AFTER COLLEGE ENGAGES INDUSTRY-LEADING PROFESSIONALS TO PREPARE UNDERGRADUATES FOR THEIR FUTURE CAREERS. GOING BEYOND A TYPICAL CAMPUS CAREER CENTER, BROTHERS RECEIVE CRUCIAL SKILLS TRAINING AND AN UNDERSTANDING OF HOW TO TRANSLATE THEIR SIGEP INVOLVEMENT TO THE PROFESSIONAL WORLD. ATTENDESS RECEIVE ONE-ON-ONE CAREER COACHING AS WELL AS EDUCATION ON TOPICS LIKE FINANIAL RESPONSIBILITY, INTERVIEW SKILLS, RESUME BUILDING AND PERSONAL GOALS. 668959 668959 CHAPTER RESTRICTED & ENDOWED SCHOLARSHIPS - SCHOLARSHIP AWARDS FOR TUITION, BOOKS AND ROOM AND BOARD TO STUDENTS AT CAMPUSES NATIONWIDE, BASED ON ACADEMIC ACHIEVEMENT, CHAPTER LEADERSHIP, CAMPUS AND COMMUNITY SERVICE, AND FINANCIAL NEED. SCHOLARSHIP AWARDS MADE FROM ENDOWMENTS ESTABLISHED FOR A SPECIFIC PURPOSE ARE MADE TO STUDENTS NATIONWIDE FOR TUITION, BOOKS AND ROOM AND BOARD AWARDS. 2009739 2009739 RESIDENTIAL LEARNING COMMUNITY GRANTS - GRANTS MADE FOR CHAPTER HOUSING THAT EXPANDS FACULTY CONNECTION AND IMPLEMENTS NEW INITIATIVES TO CREATE A LEARNING ENVIRONMENT WHERE STUDENTS ARE SURROUNDED BY RESPONSIBLE PEERS AND UNIVERSITY FACULTY WHO ARE COMMITTED TO HELPING THEM SUCCEED INSIDE AND OUTSIDE THE CLASSROOM. 4395818 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 8046121408 310 S ARTHUR ASHE BLVD RICHMOND VA 23220 X CHRISTOPHER BITTMAN TRUSTEE 1.00 X 0 0 0 GARRY C KIEF TRUSTEE 1.00 X 0 0 0 MICHAEL WATFORD TRUSTEE 1.00 X 0 0 0 MATT ENGELHARDT TRUSTEE 1.00 X 0 0 0 DE PERRY MOULDS TRUSTEE 1.00 X 0 0 0 BILL MCCAUSLAND TRUSTEE 1.00 X 0 0 0 CHARLIE AMATO TRUSTEE 1.00 X 0 0 0 MATT PARRISH TRUSTEE 1.00 X 0 0 0 RICHARD W BENNETT III PRESIDENT 1.00 X X 0 0 0 MATTHIEU DUNCAN TREASURER 1.00 X X 0 0 0 GRANT BUTTRAM SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 4375487 4375487 REGISTRATION FEES 900099 4000 4000 4000 304975 304975 2638 -2638 -2638 -2638 CHAPTER INVESTMET FUND 900099 211349 211349 211349 4893173 215349 0 302337 3890272 3890272 505546 505546 648345 89440 558905 15041 15041 30300 30300 258597 258597 176104 176104 70348 70348 29701 29701 60598 60598 46371 46371 SPECIAL EVENTS EXPENSES 233813 233813 CREDIT CARD FEES 89401 89401 BUILDING AND GROUNDS 50328 50328 OTHER EXPENSES 46105 46105 36038 36038 6186908 4395818 761670 1029420 1392815 780977 294224 118917 476702 451975 31261 30719 1051167 307223 784474 743944 36213078 40186345 5482358 5758820 44674912 48071697 191328 242521 4804 0 46272 354743 242404 597264 X 3208996 2971953 41223512 44502480 44432508 47474433 44674912 48071697 X -1293735 4349870 -14210 X 0 1 X 1 0 X 5571272 3876042 18837542 4283657 4375487 36944000 5571272 3876042 18837542 4283657 4375487 36944000 36944000 80448 21678 32253 192699 304975 632053 13018 288783 211349 513150 38089203 0.96990 0.97180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 0 0 295989 1 1 26577059 26577059 26577059 26577059 14733835 15591266 -3160149 587893 26577059 10952784 745982 3482185 447116 14733835 10939038 295705 79735 361694 10952784 0 0 7100 7100 735682 5051 730631 28701 28701 157315 139575 17740 122369 162597 -40228 743944 OTHER INVESTMENTS 5758820 F 5758820 DUE TO AFFILIATES 354743 354743 X 9521737 4349870 551501 -14210 4887161 4634576 258597 258597 4893173 6479812 551501 551501 5928311 258597 258597 6186908 PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE TAXES. THE FOUNDATION DID NOT HAVE NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2024. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2024. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN ANNUITY LIABILITY -14,210. PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME 258,597. PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME 258,597. PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 2266 INDIVIDUAL NAMED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING FUNDING SCHOLARSHIPS, CHAPTER SUPPORT AND LEADERSHIP INITIATIVES. 1 SIGEP LEAD FUND 310 S ARTHUR ASHE BOULEVARD RICHMOND VA 23220 462360689 501(C)(3) 1572996 0 PROGRAMS SIGMA PHI EPSILON FRATERNITY 310 S ARTHUR ASHE BOULEVARD RICHMOND VA 23220 540379370 501(C)(7) 19124 0 PROGRAMS REFLECT ORGANIZATION 1635 MARKET STREET SUITE 1600 PHILADELPHIA PA 19103 822091088 501(C)(3) 125000 0 PROGRAMS SCHOLARSHIPS 845 505546 FORM 990, PART VI, SECTION A, LINE 7B THE FOUNDATION'S BOARD OF TRUSTEES IS NAMED BY THE NATIONAL BOARD OF DIRECTORS FOR THE FRATERNITY. FORM 990, PART VI, SECTION B, LINE 11B THE STAFF REVIEWS AND RECOMMENDS FILING. CHIEF EXECUTIVE OFFICER AND FOUNDATION TREASURER RECEIVE A FULL COPY OF THE RETURN FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY SET FORTH BY SIGMA PHI EPSILON FRATERNITY. ORGANIZATION MEMBERS MUST FILE A DISCLOSURE LISTING CONFLICTS OF INTEREST AT THE BEGINNING OF THEIR SERVICE, AND ANNUALLY. WHEN A CONFLICT OF INTEREST ARISES, THE STAFF MUST WITHDRAW FROM THE DECISION-MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS NO FULL TIME EMPLOYEES. ALL PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF THE SIGMA PHI EPSILON FRATERNITY, A RELATED ORGANIZATION, AND ARE SUBJECT TO THE COMPENSATION POLICIES OF THE FRATERNITY. FORM 990, PART VI, SECTION C, LINE 19 SIGMA PHI EPSILON EDUCATION FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ADJ OF ACTUARIAL LIABILITY FOR ANNUITIES AND TRUSTS -14,210. SIGEP LEAD FUND 310 S ARTHUR ASHE BLVD RICHMOND VA 23220 462360689 DELIVERING EDUCATION & LEADERSHIP PROGRAMMING TO THE SIGEP FRATERNITY VA 501(C)(3) LINE 7 N/A 0 SIGMA PHI EPSILON FRATERNITY 310 S ARTHUR ASHE BLVD RICHMOND VA 23220 263800266 SOCIAL CLUB THAT FOCUSES ON EDUCATIONAL AND LEADERSHIP OPPORTUNITIES VA 501(C)(7) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SIGMA PHI EPSILON FRATERNITY B 19124 FMV SIGEP LEAD FUND B 1692994 FMV