2024-11-07T11:57:38-06:00 2023-12-31 941585562 PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990EZ 2023-01-01 201194576 IOTA FOUNDATION IOTA 7077629900 201 FIRST STREET 208 PETALUMA CA 94952 MATT TUNNEY PRESIDENT 7077629900 2024-11-01 1 1 ALICIA CERRUTI P01247967 7077629900 2024-11-01 2023 2024-10-15 13:58:12Z X X WWW.IOTAFOUNDATION.COM X X 153818 X 600 17432 135786 154358 -18572 -540 34000 3414 20 517 37951 -38491 440375 0 401884 X 10729 5823 429646 396061 440375 401884 0 0 440375 401884 X THE IOTA FOUNDATION'S MISSION IS TO (A) SUPPORT THE EDUCATIONAL AND CHARITABLE PROGRAMS AND ACTIVITIES OF THE IOTA CHAPTER OF ZETA PSI FRATERNITY (THE "FRATERNITY") AT THE UNIVERSITY OF CALIFORNIA, BERKELEY (BERKELEY); (B) PROMOTE AND FURTHER ACADEMIC EXCELLENCE AT BERKELEY; (C) PROVIDE ACADEMIC SCHOLARSHIPS AND SUPPORT TO QUALIFIED NEEDY AND DESERVING INDIVIDUALS; (D) CONDUCT AND SUPPORT THE CHARITABLE AND OTHER COMMUNITY SERVICE PROGRAMS AND PROJECTS OF THE FRATERNITY AND BERKELEY; AND (E) PERFORMING SUCH OTHER ACTIVITIES AS ARE CONSISTENT WITH ITS EXEMPT PURPOSES. SUPPORT OF THE ZETA PSI FRATERNITY AT THE UNIVERSITY OF CALIFORNIA, BERKELEY 34000 3951 3951 DAN MEADE TRUSTEE 1.00 0 0 0 ROB GIBBONS TRUSTEE 1.00 0 0 0 RAY POUNDS TREASURER 2.00 0 0 0 SAM SKINNER SECRETARY 1.00 0 0 0 MATT TUNNEY PRESIDENT 3.00 0 0 0 MIKE MAECHLING VICE-PRESIDENT 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA RAYMOND POUNDS CO PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 7077629900 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 24450 72116 16550 25737 600 139453 24450 72116 16550 25737 600 139453 139453 6296 10738 24242 -250 17432 58458 1077 1077 198988 0.70080 0.76560 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 81. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 17,351. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 17,432. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 9,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: ZETA PSI ALUMNI ASSOCIATION. GRANTEE ADDRESS: PO BOX 746 ROSS, CA 94957. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 25,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: STATE TAXES. AMOUNT: 25. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 9. DESCRIPTION: ADMIN EXPENSE. AMOUNT: 483. TOTAL TO FORM 990-EZ, LINE 16: 517. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PLEDGES RECEIVABLES. BEG. OF YEAR AMOUNT: 20,250. END OF YEAR AMOUNT: 20,250. DESCRIPTION: DUE FROM ZETA PSI ALUMNI ASSOCIATION. BEG. OF YEAR AMOUNT: 75,000. END OF YEAR AMOUNT: 90,000. DESCRIPTION: SCHWAB BROKERAGE. BEG. OF YEAR AMOUNT: 334,396. END OF YEAR AMOUNT: 285,811. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.