2024-11-13T10:06:33-06:00 2024-06-30 453048812 BESTEN & DIERUF PLLC 190 MARKET STREET LEXINGTON KY 40507 990 2023-07-01 526036185 PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC PHIG 8592551848 1201 RED MILE RD PO BOX 4599 LEXINGTON KY 40544 BENJAMIN E ROBINSON EXECUTIVE DIRECTOR 8592551848 2024-11-07 1 1 ANDREW H DIERUF CPA P01239897 8592544427 2023 2024-10-15 13:58:12Z BENJAMIN E ROBINSON 1201 RED MILE RD PO BOX 4599 LEXINGTON KY 40544 6056850 0 X N/A X 1945 KY TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS. 11 11 2 11 0 0 2923502 2726567 0 0 887203 1424947 69651 64254 3880356 4215768 1788005 1546446 0 0 356839 365322 0 0 273139 532455 581134 2677299 2492902 1203057 1722866 26268904 29803315 358469 446726 25910435 29356589 TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS. 0 0 1140360 869408 64254 EDUCATIONAL GRANTS AND RELATED EXPENSES 677038 677038 UNDERGRADUATE AND AAA SCHOLARSHIPS 1817398 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 2 1 0 0 0 0 1 1 0 0 0 0 0 X 11 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X WILL SHIER 8592551848 1201 RED MILE RD PO BOX 4599 LEXINGTON KY 40544 JOHN P O'NEILL DIRECTOR 2.00 X 0 0 0 GLENN D MOOR CHAIRMAN 2.00 X X 0 0 0 RONALD C NELSON DIRECTOR 2.00 X 0 0 0 DONALD M HEINRICH FINANCE COMMITTEE CHAIRMAN 2.00 X X 0 0 0 WILLIAM R BRAND SECRETARY 2.00 X X 0 0 0 A PETER RIMSANS DIRECTOR 2.00 X 0 0 0 KIRK D WALDEN DIRECTOR 2.00 X 0 0 0 ROBERT A WUNDERLUCH JR DIRECTOR 2.00 X 0 0 0 MITCHELL I HENN DIRECTOR 2.00 X 0 0 0 MICHAEL A LUCAS VICE CHAIRMAN 2.00 X X 0 0 0 D MICHAEL AINSWORTH DIRECTOR 2.00 X 0 0 0 BENJAMIN E ROBINSON EXECUTIVE DIRECTOR 40.00 X 185096 0 0 185096 0 0 1 0 1 0 0 2726567 154563 2726567 877479 877479 2388550 1841082 547468 547468 547468 MISCELLANEOUS 900099 64254 64254 64254 4215768 64254 0 1424947 869408 869408 677038 677038 185096 55529 74038 55529 112671 33801 45069 33801 22709 7721 7494 7494 23967 8149 7909 7909 20879 7099 6890 6890 61836 61836 113256 48211 59781 5264 2692 808 538 1346 52670 52670 98482 33484 32499 32499 41224 13873 13747 13604 12093 12093 DIRECT MAIL HOUSE SERVI 76157 76157 LIFE INCOME DISTRIBUTIO 34000 34000 MISCELLANEOUS EXPENSES 23421 6437 4069 12915 PLANNED GIVING 19731 19731 45572 21840 23732 2492902 1817398 402365 273139 1425507 1711975 21698 28160 130000 130000 130000 23247202 26432650 1433597 1489630 10900 10900 26268904 29803315 155772 240935 202697 205791 358469 446726 X 9066120 10619715 16844315 18736874 25910435 29356589 26268904 29803315 X 1722866 1728122 -4834 X X 0 1 X 1 0 X 1766921 2395305 1834547 2923502 2726567 11646842 1766921 2395305 1834547 2923502 2726567 11646842 401487 11245355 415960 424709 1094978 887203 877479 3700329 94620 130777 92261 69651 64254 451563 15798734 0.71180 0.72990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7484097 148995 7633092 7277147 206950 7484097 6926867 350280 7277147 6738709 188158 6926867 6541602 197107 6738709 1 0 130000 130000 130000 LIFE INCOME GIFT LIABILITY 201712 OTHER ACCRUED LIABILITIES 4079 205791 X 5939056 1728122 -4834 1723288 4215768 0 4215768 2492902 0 2492902 0 2492902 PART X, LINE 2: THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH VALUE OF LIFE INSURANCE -4,834. 1 FRATERNITY OF PHI GAMMA DELTA INC PO BOX 4599 LEXINGTON KY 40544 530125862 501C7 676649 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS. FIJI HOUSE CORPORATION OF AKRON 261 SPICER ST AKRON OH 44304 341496434 501C7 8113 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS UPSILON ALPHA BUILDING CORP INC 6310 E THOMAS RD SUITE 324 SCOTTSDALE AZ 85251 412054806 501C7 30000 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS FA MORSE ASSOCIATION INC 99 SALISBURY ST WORCESTER MA 01609 237368753 501C7 8700 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS LAMBDA CORPORATION 534 N WARSON RD ST LOUIS MO 631417917 237129434 501C7 114300 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS LAMBDA IOTA GRADUATE CORPORATION 3314 BOONE ST WEST LAFAYETTE IN 479061282 356067675 501C7 26237 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS 0 8 UNDERGRADUATE SCHOLARSHIPS 453 677038 0 0 0 0 0 0 0 0 0 BENJAMIN E ROBINSON EXECUTIVE DIRECTOR 185096 0 0 0 0 0 0 0 0 0 185096 0 0 0 X 1704 154563 QUOTED MARKET PRICES 0 1 1 PART I, LINE 32B: THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS - SHARES OF PUBILCLY TRADED STOCK ARE SOLD BY UNRELATED STOCKBROKER. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS - ALL MEMBERS IN GOOD STANDING OF THE FRATERNITY OF PHI GAMMA DELTA, INC. ARE ALSO THE MEMBERS OF PHI GAMMA DELTA EDUCATIONAL FOUNDATION, INC. THE ORGANIZATION HAS ONLY ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 - A DRAFT COPY OF FORM 990 IS REVIEWED BY ORGANIZATION FOR COMPLETENESS AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY - THE ORGANIZATION RE-ADOPTS THE CONFLICT POLICY EACH YEAR SO THAT IT IS DISCUSSED AND MADE CLEAR THAT DISCLOSURE IS REQUIRED. STAFF VERIFY THAT VENDORS ARE NOT CONNECTED WITH ANY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR OFFICERS - THE BOARD DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR DETERMINES ALL OTHER COMPENSATION. COMPENSATION PROCESS FOR TOP OFFICIAL - THE BOARD DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR DETERMINES ALL OTHER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - AVAILABLE UPON REQUEST TO ORGANIZATION FORM 990, PART XI, LINE 9: CHANGE IN CASH VALUE OF LIFE INSURANCE -4,834. FORM 990, PART XII, LINE 2C: THE PROCESS IS UNCHANGED FROM THE PREVIOUS YEAR. THE FRATERNITY OF PHI GAMMA DELTA INC 1201 RED MILE ROAD LEXINGTON KY 405042693 530125862 FRATERNITY - SOCIAL CLUB IN 501(C)(7) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0