2026-02-10T12:31:24-06:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2024-07-01 351783190 SIGMA DELTA TAU FOUNDATION INC SIGM 3178467747 714 ADAMS STREET CARMEL IN 46032 KRISTEN JACKSON FOUNDATION DIRECTOR 3178467747 2026-02-10 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2024 2025-03-06 01:10:19Z JAN STEPHENSON 714 ADAMS STREET CARMEL IN 46032 1911773 0 X WWW.SIGMADELTATAU.ORG X 1963 IN SIGMA DELTA TAU FOUNDATION, INC WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC ACTIVITIES OF SIGMA DELTA TAU MEMBERS BY PROVIDING SCHOLARSHIPS, EDUCATIONAL GRANTS, HARDSHIP SUPPORT, AND FINANCIAL GRANTS. THE FOUNDATION ALSO PROVIDES PROGRAM GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)7 ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING EACH MEMBER TO REACH THEIR FULLEST POTENTIAL BY ENRICHING THE EXPERIENCE OF WOMEN WITH SIMILAR IDEALS, BUILDING LASTING RELATIONSHIPS, PROMOTING CIVIC RESPONSIBILITY, AND FOSTERING PERSONAL GROWTH. 9 9 0 30 0 0 766455 847324 0 0 40671 107294 26538 0 833664 954618 583853 658123 0 0 96421 100419 0 0 64118 168962 134184 849236 892726 -15572 61892 1568158 1731057 43590 91025 1524568 1640032 X SIGMA DELTA TAU FOUNDATION, INC WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC ACTIVITIES OF SIGMA DELTA TAU MEMBERS BY PROVIDING SCHOLARSHIPS, EDUCATIONAL GRANTS, HARDSHIP SUPPORT, AND FINANCIAL GRANTS. THE FOUNDATION ALSO PROVIDES PROGRAM GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)7 ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING EACH MEMBER TO REACH THEIR FULLEST POTENTIAL BY ENRICHING THE EXPERIENCE OF WOMEN WITH SIMILAR IDEALS, BUILDING LASTING RELATIONSHIPS, PROMOTING CIVIC RESPONSIBILITY, AND FOSTERING PERSONAL GROWTH. 0 0 597223 597223 THE FOUNDATION ISSUED GRANTS AND SCHOLARSHIPS TO INDIVIDUAL MEMBERS OF SIGMA DELTA TAU SOCIETY AND NATIONAL PHILANTHROPIC PARTNER ORGANIZATIONS BENEFITING FROM CHAPTER FUNDRAISING INITIATIVES. 60900 60900 THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF SIGNATURE PROGRAMS INCLUDING LEADERSHIP, SAFETY AND PERSONAL GROWTH. 8543 THE FOUNDATION PROVIDED INFORMATION TO SIGMA DELTA TAU SOCIETY MEMBERS THROUGH DEDICATED PAGES OF THE SOCIETY'S MAGAZINE AND THROUGH PUBLICATION OF A NEWSLETTER. 42083 PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION, HOUSING, AND SUPPORT FOR INDIVIDUALS. 42083 708749 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 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 0 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X KRISTEN JACKSON 3178467747 714 ADAMS STREET CARMEL IN 46032 KRISTEN JACKSON FOUNDATION DIRECTOR 40.00 X 91500 0 1830 ELAINE ARNOVITZ TRUSTEE 2.00 X 0 0 0 PAM BENJAMIN BORSTEIN TRUSTEE 2.00 X 0 0 0 LOUISE CHAUNCEY TRUSTEE 2.00 X 0 0 0 DEBBIE ELFANT FEINBERG TRUSTEE 2.00 X 0 0 0 HALI MYRON HERMAN TRUSTEE 2.00 X 0 0 0 KATE SHANFIELD KLEPPER TRUSTEE 2.00 X 0 0 0 MARIE LINE TRUSTEE 2.00 X 0 0 0 SUZANNE LUTZ TRUSTEE 2.00 X 0 0 0 CAREN SILVERMAN TRUSTEE 2.00 X 0 0 0 JAN BROWN STEPHENSON PRESIDENT 2.00 X X 0 0 0 MELINDA BORDY GROSSMAN SECRETARY/TREASURER 2.00 X X 0 0 0 91500 0 1830 0 0 0 0 0 70605 776719 847324 36122 36122 1028327 957155 71172 71172 71172 954618 0 0 107294 611893 611893 46230 46230 93330 32641 28049 32640 7089 2479 2131 2479 22512 22512 13882 13882 13486 13486 36419 8543 3093 24783 3024 1057 909 1058 15630 15630 6000 2098 1803 2099 6204 6204 4242 2405 1837 1048 367 315 366 OTHER EXPENSES 11737 1036 10008 693 892726 708749 119859 64118 42352 400793 41601 86022 31670 35175 21073 21073 0 0 1452535 1209067 1568158 1731057 33590 81025 10000 10000 43590 91025 X 241213 251724 1283355 1388308 1524568 1640032 1568158 1731057 61892 53572 0 X X 1 X 0 1 0 X 257999 702926 555049 766455 847324 3129753 257999 702926 555049 766455 847324 3129753 672068 2457685 25440 28090 30940 37471 36122 158063 10012 26538 36550 3324366 0.73930 0.77410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1047710 22678 100968 46154 1125202 874104 113882 88706 28982 1047710 832359 12809 73834 44898 874104 965566 68210 -147090 54327 832359 851905 82232 -31429 965566 0.00000 0.81032 0.18968 0 0 21073 21073 0 0 FUNDS HELD IN TRUST - BEQUEST 10000 10000 X PART V, LINE 4: THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE GRANTS AND SCHOLARSHIPS. PART X, LINE 2: THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. 1 SIGMA DELTA TAU SOCIETY 714 ADAMS STREET CARMEL IN 46032 362024274 501(C)7 68700 0 EDUCATIONAL PROGRAMMING PREVENT CHILD ABUSE AMERICA 228 S WABASH AVE 10TH FLOOR CHICAGO IL 60604 237235671 501(C)3 442303 0 PROGRAMMING SUPPORT JEWISH WOMEN INTERNATIONAL 1129 20TH ST NE SUITE 801 WASHINGTON DC 20036 526040461 501(C)3 70143 0 PROGRAMMING SUPPORT SIGMA DELTA TAU - GAMMA LAMBDA CHAPTER 410 E UPLAND ITHACA NY 14850 592933238 501(C)7 28248 0 EDUCATIONAL HOUSING PROJECT 2 2 EDUCATIONAL SCHOLARSHIPS 48 46230 SCHEDULE I, PART I, LINE 2: THE ORGANIZATION ESTABLISHES CRITERIA FOR GRANT AWARDS AND AWARDS GRANTS BASED ON THOSE CRITERIA TO THE EXTENT THAT FUNDS ARE AVAILABLE IN A PARTICULAR YEAR. APPLICATION FOR AWARDS ARE REVIEWED BY A SCHOLARSHIP COMMITTEE AND ELIGIBLE RECIPIENTS ARE SELECTED. FORM 990,PART V, LINE 2A, NUMBER OF EMPLOYEES REPORTED ON FORM W-3: THE FOUNDATION'S PAYROLL IS PROCESSED BY A COMMON PAYMASTER. THE FOUNDATION REIMBURSES THE COMMON PAYMASTER FOR THE PAYROLL FOR THE FOUNDATION'S EMPLOYEES AND THIS REIMBURSEMENT IS RECOGNIZED AS EXPENSE ON THE FOUNDATION'S FORM 990. THE FORM W-3 IS FILED BY THE COMMON PAYMASTER; FORM W-3 IS NOT REQUIRED TO BE FILED BY THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS FORM 990 PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REVIEWS THE POLICY AND ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED ON A YEAR TO YEAR BASIS BY THE BOARD AND TAKES INTO CONSIDERATION RESPONSIBILITIES, BUDGET, ECONOMY, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURN AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE REVIEW PROCESS AS WELL AS SELECTING AN INDEPENDENT ACCOUNTANT.