2024-10-30T08:30:17-05:00 2024-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-07-01 351960621 NATIONAL PANHELLENIC CONFERENCE FOUNDATION INC NATI 3178723185 12730 MEETING HOUSE ROAD 200 CARMEL IN 46032 DANI WEATHERFORD CHIEF EXECUTIVE OFFICER/SECRETARY 3178723185 2024-10-25 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-10-25 2023 2024-10-15 13:58:12Z DANI WEATHERFORD 12730 MEETING HOUSE ROAD 200 CARMEL IN 46032 482771 0 X WWW.NPCWOMEN.ORG/FOUNDATION/ X 1995 IN THROUGH VISIBILITY AND COLLABORATION, THE NATIONAL PANHELLENIC CONFERENCE FOUNDATION WILL SUPPORT NATIONAL PANHELLENIC CONFERENCE PRIORITIES AND INITIATIVES TO ENHANCE THE SORORITY EXPERIENCE BY PROVIDING SCHOLARSHIPS AND EDUCATION PROGRAMMING. 6 6 0 38 0 0 20702 67980 0 0 27294 62622 0 0 47996 130602 54563 60619 0 0 0 0 0 0 1392 48185 57534 102748 118153 -54752 12449 1915578 2091542 23562 24284 1892016 2067258 THROUGH VISIBILITY AND COLLABORATION, THE NATIONAL PANHELLENIC CONFERENCE FOUNDATION WILL SUPPORT NATIONAL PANHELLENIC CONFERENCE PRIORITIES AND INITIATIVES TO ENHANCE THE SORORITY EXPERIENCE BY PROVIDING SCHOLARSHIPS AND EDUCATION PROGRAMMING. 0 0 62486 60619 ESTABLISHED IN 1995, THE NATIONAL PANHELLENIC CONFERENCE FOUNDATION'S PURPOSE IS TO SUPPORT THE INITIATIVES OF THE NATIONAL PANHELLENIC CONFERENCE. IT ACCOMPLISHES THIS THROUGH PRUDENT INVESTMENT AND CAREFUL SPENDING OF THE FOUNDATION'S ENDOWMENT AS WELL AS OTHER BOARD-RESTRICTED, RESTRICTED AND UNRESTRICTED FUNDS. EXAMPLES OF HOW THE NPC FOUNDATION SUPPORTS THE CONFERENCE'S INITIATIVES INCLUDE THE AWARDING OF UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND PROVIDING FINANCIAL SUPPORT FOR PROGRAMS SUCH AS COLLEGE PANHELLENIC ACADEMY. 62486 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 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 0 0 1 1 1 1 0 0 0 0 0 IN X X NATIONAL PANHELLENIC CONFERENCE FOUNDATION INC 3178723185 12730 MEETING HOUSE ROAD 200 CARMEL IN 46032 X DIANE STRAKER PRESIDENT 2.00 X X 0 0 0 CINDY JARBOE TREASURER 1.00 X X 0 0 0 ALICIA ADAMS TRUSTEE 1.00 X 0 0 0 CAROLE JURENKO JONES TRUSTEE 1.00 X 0 0 0 DESIREE PAULHAMUS TRUSTEE 1.00 X 0 0 0 KELLY BECK TRUSTEE & NPC LIAISON 1.00 X 0 0 0 DANI WEATHERFORD CEO/SECRETARY 2.00 X 0 0 0 0 0 0 0 0 0 1 0 67980 67980 50077 50077 364714 352169 12545 12545 12545 130602 0 0 62622 55619 55619 5000 5000 2518 2518 14288 14288 14580 14580 2040 2040 1237 1237 8187 8187 OPERATIONS COST FROM NP 8840 8840 SALARY REIMBURSEMENT 5647 1867 2420 1360 OTHER 197 165 32 118153 62486 54275 1392 25768 35875 5048 7329 56 132 1884706 2048206 1915578 2091542 23562 24284 23562 24284 X 53410 51122 1838606 2016136 1892016 2067258 1915578 2091542 12449 162793 0 X 0 1 X 0 0 X 34065 18978 24191 20702 67980 165916 34065 18978 24191 20702 67980 165916 26598 139318 51922 35933 37899 43301 50077 219132 385048 0.36180 0.31110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1774363 44000 205085 39514 16799 1967135 1636262 201123 46380 16642 1774363 1880797 150 -209230 19148 16307 1636262 1520688 85 441390 67700 13666 1880797 1544944 6300 38296 68852 1520688 0.53340 0.46660 0 0 0 X 278815 162793 162793 116022 14580 14580 130602 103573 0 103573 14580 14580 118153 PART V, LINE 4: THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A PERCENTAGE OF EACH ENDOWMENT FUND'S THREE-YEAR AVERAGE BALANCE ACCORDING TO SPECIFIC WRITTEN DONOR AGREEMENTS PLUS A MANAGEMENT FEE OF 1% TO 5% ANNUALLY. THE FORMULA FOR CALCULATING ALLOWABLE DISTRIBUTIONS SHALL BE APPLIED TO THE THREE-YEAR AVERAGE ENDING MARCH 31, AND DISTRIBUTIONS WITH RESPECT TO EACH MARCH 31 CALCULATION SHALL BE MADE IN THE CURRENT FISCAL YEAR. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2023, AND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). 1 NATIONAL PANHELLENIC CONFERENCE 12730 MEETING HOUSE ROAD STE 200 CARMEL IN 46032 526057229 501(C)(6) 25000 0 SCHOLARSHIPS FOUNDATION FOR FRATERNAL EXCELLENCE 11722 ALLISONVILLE RD FISHERS IN 46038 351873572 501(C)(3) 11000 0 WOMEN'S INITIATIVES NATIONAL PANHELLENIC CONFERENCE 12730 MEETING HOUSE ROAD STE 200 CARMEL IN 46032 526057229 501(C)(6) 17619 0 EDUCATIONAL PROGRAMS 1 1 PART I, LINE 2: THE FOUNDATION'S BOARD OF TRUSTEES HAS THE RESPONSIBILITY TO REVIEW THE REQUIREMENTS OF FOUNDATION GRANTS AND AWARDS, TO OVERSEE THE APPLICATION AND DECISION MAKING PROCESS, AND TO OVERSEE COMPLIANCE WITH QUALIFIED PURPOSES THROUGH THE GRANT PROCESS. THE GRANTEE REPORTS BACK TO THE FOUNDATION THE USE OF FUNDS. THE REPORT MAY INCLUDE NUMBER SERVED, TESTIMONIAL STATEMENTS, OR EDUCATION OUTCOMES FOR SOME GRANTS. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 THE CEO/SECRETARY IS COMPENSATED BY AN AFFILIATED, BUT UNRELATED, ENTITY, NATIONAL PANHELLENIC CONFERENCE. THE FOUNDATION REIMBURSED THE CONFERENCE $1,955 FOR HER COMPENSATION FOR THE YEAR ENDING JUNE 30, 2024. FORM 990, PART VI, SECTION B, LINE 11B THE CEO/SECRETARY HAS BEEN AUTHORIZED BY THE BOARD OF TRUSTEES TO REVIEW THE FORM 990 WILL SHARE WITH THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND DIRECTORS ALL SIGN AN ANNUAL COPY OF THE CONFLICT OF INTEREST POLICY STATEMENT. ANY CONFLICTS ARE DISCUSSED BY THE BOARD OF DIRECTORS TO DETERMINE THE BEST WAY TO PROCEED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.