2024-09-27T08:41:37-05:00 2024-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 JULIE A WAITMAN CHIEF EXECUTIVE OFFICER 3176634242 2024-09-27 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-09-27 2023 2024-10-15 13:58:12Z JULIE A WAITMAN 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 13458945 0 X WWW.ALPHAGAMMADELTAFOUNDATION.ORG X 1998 IN THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 9 9 6 90 0 0 1967921 1911653 0 0 -218485 491569 0 0 1749436 2403222 842278 933399 0 0 482006 564982 0 0 412661 433356 386700 1757640 1885081 -8204 518141 11857273 13806482 197135 216783 11660138 13589699 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 300563 234500 175 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA ADVANCING AND COMPLETING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION IN CRITICAL FIELDS INCLUDING BIOTECHNOLOGY, MEDICINE, EDUCATION, HEALTH CARE, AGRICULTURE, THE ARTS AND MANY MORE. 289772 275000 GRANTS TO 39 ORGANIZATIONS IN 19 STATES AND 2 PROVINCES FIGHTING THE CRITICAL ISSUE OF HUNGER ON THE MOST LOCAL COMMUNITY LEVEL. GRANT SUPPORTED PROGRAMS INCLUDED FRESH PRODUCE, MOBILE PANTRY, FOOD RESCUE, SCHOOL BREAKFAST AND BACKPACK PROGRAMS AND SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEALS ON WHEELS FOOD DELIVERY. 269956 250000 ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: ACORN - A LEARNING MANAGEMENT PLATFORM ACCESSIBLE TO ALL 145,000 LIVING MEMBERS OF THE FRATERNITY. THE CATALOGUE OF COURSES INCLUDES HOW TO COMMAND A ROOM, MENTAL HEALTH RESOURCES, DIVERSITY, EQUITY, INCLUSION AND BELONGING; HEALTHY RELATIONSHIPS, IMPOSTER SYNDROME AND MUCH MORE. ALCOHOL SKILLS TRAINING PROGRAM - 1,371 COLLEGIANS FROM 31 CHAPTERS ACROSS NORTH AMERICA PARTICIPATED IN ON-SITE TRAINING, FOCUSING ON UNDERSTANDING EFFECTS OF ALCOHOL, REDUCING RISKY BEHAVIORS AND EVALUATION OF PERSONAL CONSUMPTION BEHAVIORS.DEI SPIRIT WEEK PROGRAM DEVELOPMENT - LAUNCHING IN JULY 2024, MORE THAN 8.000 COLLEGIATE WOMEN WILL LEARN HOW THEIR LANGUAGE AND ACTIONS IMPACT AND INFLUENCE INCLUSIVE AND NON-INCLUSIVE ENVIRONMENTS, AND HOW TO LEAD WELCOMING AND INCLUSIVE CONVERSATIONS.EMPOWER - ALPHA GAMMA DELTA'S LEADERSHIP PROGRAM FOR THE HIGHEST MOTIVATED LEVEL OF LEADERS. LED BY 8 ALUMNAE PROFESSIONALS AND 8 PEER MENTORS, 96 COLLEGIATE WOMEN FROM ACROSS NORTH AMERICA WOMEN PARTICIPATED IN THIS COHORT MODEL WHERE THEY DEFINED THEIR PERSONAL VISIONS AND LEADERSHIP STYLES AND CREATED STRATEGIES TO SET GOALS AND BUILD RELATIONSHIPS TO POSITIVELY IMPACT THEIR COMMUNITIES. THE PROGRAM CONCLUDED WITH AN IN-PERSON, WEEKEND CAPSTONE EXPERIENCE. LEADERSHIP CONSULTANT PROGRAM - 147 HANDS-ON LEADERSHIP AND PERSONAL/PROFESSIONAL DEVELOPMENT TRAINING AND COACHING VISITS DELIVERED TO 18-22 YEAR OLD COLLEGIATE WOMEN AT 89 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA, IMPACTING THE MAJORITY OF OUR 11,000 COLLEGIATE WOMEN. MENTAL HEALTH - THE CALL TO CONTINUE SUPPORTING MENTAL HEALTH INITIATIVES REMAINS LOUD AND CLEAR FROM OUR 18-22 YEAR OLD MEMBERS. GRANT FUNDS UNDERWROTE SELF-CARE INVENTORIES, GROUP CONSULTATIONS AND MICRO-LEARNING OPPORTUNITIES FOCUSING ON TOPICS SUCH AS CONFIDENCE, TRUST BUILDING, BELONGING AND ENGAGEMENT, BOUNDARIES, WORK-LIFE INTEGRATION AND ACCOUNTABILITY. WHILE FOCUSED ON OUR YOUNGEST MEMBERS, THESE RESOURCES ARE AVAILABLE TO OUR FULL MEMBERSHIP OF OVER 145,000 WOMEN. 153135 129399 EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS FOR 10 COLLEGIATE CHAPTERS THROUGHOUT THE UNITED STATES. 36590 25000 32 HARDSHIP FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 26 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS AND MORE. 8513 5500 11 GRANTS TO 9 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 63247 14000 MISCELLANEOUS GRANTS, ACADEMIC RECOGNITION PROGRAMS, EVENTS, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION'S GRANT, EDUCATION AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS, AND REPORTING OF PROGRAM IMPACT. PRINT COMMUNICATIONS REACH OVER 129,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA. WEBSITE AND SOCIAL MEDIA COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC. 261485 173899 1121776 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 6 1 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 IL AK AL AR CO CT FL HI KS KY LA MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X JULIE A WAITMAN CHIEF EXECUTIVE OFFICER 3176634242 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 JULIE WAITMAN CEO AND SECRETARY 40.00 X 124018 0 12611 BOBETTE SANDIFER THOMPSON BOARD MEMBER BEG 1/24 5.00 X 0 0 0 CHRIS FEDOR TREASURER 40.00 X 65661 0 20668 CAROL RICHARDS PESKE CHAIR 5.00 X X 0 0 0 ADRIENNE KERR BECKETT VICE CHAIR 5.00 X X 0 0 0 MELISSA JACOBSON JAMES BOARD MEMBER 5.00 X 0 0 0 LEE WOODHAM LANGUB BOARD MEMBER 5.00 X 0 0 0 MARTHA PETRY PARHAM BOARD MEMBER 5.00 X 0 0 0 MAURIE JONES PHELAN BOARD MEMBER 5.00 X 0 0 0 LYNNE DUNFORD ROSSELL BOARD MEMBER 5.00 X 0 0 0 SYLVIE KRAMER WEIKERT BOARD MEMBER 5.00 X 0 0 0 189679 0 33279 1 0 0 0 0 1911653 36033 1911653 352792 352792 11194500 11055723 138777 138777 138777 2403222 0 0 491569 643199 643199 261000 261000 29200 29200 242470 46069 104262 92139 249225 46932 106104 96189 10201 1919 4340 3942 27801 4015 15526 8260 35285 6633 15226 13426 15927 8546 153 7228 40047 9137 30910 54697 36752 17945 58141 10990 5266 41885 67463 11218 18023 38222 30881 4871 10307 15703 34439 1656 16480 16303 132 132 3549 671 1518 1360 1821 1821 MAILING & TELEMARKETING 37075 37075 ALLOCATION OF FUNDRAISI 26096 26096 BANKING AND FINANCE FEE 19684 19320 364 REGISTRATION FEES 11462 5444 6018 -14714 -1032 -22001 8319 1885081 1121776 350644 412661 285338 479985 571092 192814 44470 22455 22976 36615 91111 83242 6841 7869 10855230 13021239 71326 45505 11857273 13806482 129230 171278 67905 45505 197135 216783 X 3648096 4121018 8012042 9468681 11660138 13589699 11857273 13806482 518141 1411420 0 X X 0 1 X 1 0 X 1274832 1316695 1845855 1967921 1911653 8316956 1274832 1316695 1845855 1967921 1911653 8316956 89147 8227809 243600 166034 222684 256255 352792 1241365 9558321 0.86080 0.86050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7227022 425689 1157567 190097 119834 8500347 7252864 410318 -80726 248965 106469 7227022 7878929 461275 -779235 188075 120030 7252864 6173198 301294 1688158 177557 106164 7878929 6082507 187205 203981 203769 96726 6173198 0.00152 0.81850 0.17998 0 0 91111 83242 7869 7869 OPERATING LEASE LIABILITY 45505 45505 X 3759945 1411420 1411420 2348525 54697 54697 2403222 1830384 0 1830384 54697 54697 1885081 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND GRANTS TO MEMBERS, AND LEADERSHIP AND EDUCATIONAL GRANTS TO ALPHA GAMMA DELTA FRATERNITY. PART X, LINE 2: FEDERAL INCOME TAX: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND RELATED STATE LAWS. 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 MAY 31, 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. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION 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. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS HUNGER RELIEF GRANTS 29200 0 0 0 0 0 0 29200 0 29200 NORTH AMERICA HUNGER RELIEF 6000 CHECK 0 NORTH AMERICA HUNGER RELIEF 6000 CHECK 0 NORTH AMERICA HUNGER RELIEF 10000 CHECK 0 3 0 0 0 0 0 0 PART I, LINE 2: GRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA AND CHECKING CHARITABLE STATUS IN THEIR RESPECTIVE COUNTRIES. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE CEO. 1 AMERICA'S SECOND HARVEST BIG BEND 4446 ENTREPOT BLVD TALLAHASSEE FL 32310 592610345 501(C)(3) 10000 0 HUNGER RELIEF ASTER AGING INC 45 W UNIVERSITY DR MESA AZ 85201 942596075 501(C)(3) 6000 0 HUNGER RELIEF CATHOLIC CHARITIES ARCHDIOCESE GALV-HOU 2900 LOUISIANA ST HOUSTON TX 77006 741109733 501(C)(3) 10000 0 HUNGER RELIEF FEEDING NORTHEAST FLORIDA 1116 EDGEWOOD AVE N UNITS D/E JACKSONVILLE FL 32254 465014769 501(C)(3) 10000 0 HUNGER RELIEF FILLING IN THE BLANKS 346 MAIN AVE 3A NORWALK CT 06840 464980002 501(C)(3) 10000 0 HUNGER RELIEF FOOD BANK OF NORTHEAST ARKANSAS 3414 ONE PL JONESBORO AR 72404 710810999 501(C)(3) 10000 0 HUNGER RELIEF FOOD FINDERS FOOD BANK 1204 GREENBUSH ST LAFAYETTE IN 47904 311020198 501(C)(3) 6000 0 HUNGER RELIEF FORKIDS 1001 POINDEXTER ST CHESAPEAKE VA 23324 541477799 501(C)(3) 6000 0 HUNGER RELIEF GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351484868 501(C)(3) 7500 0 HUNGER RELIEF GOODROOTS NW PO BOX 7521 BONNEY LAKE WA 98391 270270499 501(C)(3) 6000 0 HUNGER RELIEF HELPING HANDS FOUNDATION OF SURRY CO 227 ROCKFORD ST MOUNT AIRY NC 27030 454896030 501(C)(3) 5100 0 HUNGER RELIEF HISPANIC CENTER LEHIGH VALLEY 520 E 4TH ST BETHLEHEM PA 18015 231882308 501(C)(3) 5100 0 HUNGER RELIEF LIFECARE ALLIANCE 1699 W MOUND ST COLUMUBS OH 43223 314379494 501(C)(3) 7500 0 HUNGER RELIEF LIFT-UP PO BOX 1928 RIFLE CO 81650 840896801 501(C)(3) 10000 0 HUNGER RELIEF MEALS ON WHEELS OF LONG BEACH PO BOX 15688 LONG BEACH CA 90815 952829715 501(C)(3) 10000 0 HUNGER RELIEF NALWOODI DENZHONE COMMUNITY PO BOX 758 GLOBE AZ 85502 473741425 501(C)(3) 5500 0 HUNGER RELIEF NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA IL 60134 363203648 501(C)(3) 5100 0 HUNGER RELIEF PEOPLE'S RESOURCE CENTER 201 S NAPERVILLE RD WHEATON IL 60187 363157600 501(C)(3) 5500 0 HUNGER RELIEF SECOND HARVEST FOOD BANK OF MIDDLE TN 331 GREAT CIRCLE RD NASHVILLE TN 37228 621049447 501(C)(3) 25000 0 HUNGER RELIEF THE BULB GALLERY 933 LOUISE AVE 493 CHARLOTTE NC 28205 814676117 501(C)(3) 6000 0 HUNGER RELIEF THE FOOD BANK FOR CENTRAL & NE MO 2101 VANDIVER DR COLUMBIA MO 65202 431238934 501(C)(3) 7000 0 HUNGER RELIEF WICHITA FALLS AREA FOOD BANK 1230 MIDWESTERN PKWY WICHITA FALLS TX 76302 751812865 501(C)(3) 25000 0 HUNGER RELIEF ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 63758 0 MENTAL HEALTH PROGRAMS INCLUDING SELF-CARE, GROUP DYNAMICS AND MANAGING UNCERTAINTY. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 4420 0 TO BETTER INCORPORATE DIVERSITY, EQUITY AND INCLUSION EDUCATION INTO OUR CULTURE, THEMES WILL CONTINUE TO BE INCORPORATED INTO THE EMBARK PATH OF THE EPSILON PI JOURNEY AND DURING SPRIT WEEK. BASED ON OUTCOMES FROM DEI AUDIT. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 75241 0 EMPOWER LEADERSHIP PROGRAM FOR OUR MOST MOTIVATED LEADERS. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 13260 0 THE ALCOHOL SKILLS TRAINING PROGRAM PROVIDES ALCOHOL EDUCATION TO COLLEGIATE CHAPTERS ON A THREE-YEAR ROTATION, IMPACTING NEARLY 4,000 COLLEGIATE WOMEN IN ALPHA GAM ANNUALLY. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 38624 0 ACORN: VIRTUAL LEARNING/MANAGEMENT SYSTEM AND TRAINING PROGRAMS AVAILABLE TO ALL MEMBERS. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 54698 0 LEADERSHIP CONSULTANT PROGRAM - HANDS ON COLLEGIATE LEADERSHIP TRAINING ACROSS NORTH AMERICA. AGD FRATERNITY HOUSING CORPORATION (BETA BETA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 22822 0 EDUCATIONAL AREA GRANT - BETA BETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (BETA XI) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 35942 0 EDUCATIONAL AREA GRANT - BETA XI EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (DELTA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 11697 0 EDUCATIONAL AREA GRANT - DELTA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (EPSILON KAPPA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 7114 0 EDUCATIONAL AREA GRANT - EPSILON KAPPA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (EPSILON NU) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 11475 0 EDUCATIONAL AREA GRANT - EPSILON NU EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (EPSILON) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 17592 0 EDUCATIONAL AREA GRANT - EPSILON EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (NU DELTA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 5832 0 EDUCATIONAL AREA GRANT - NU DELTA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (NU GAMMA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 7380 0 EDUCATIONAL AREA GRANT - NU GAMMA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. 22 2 SCHOLARSHIPS AND GRANTS 201 261000 PART I, LINE 2: GRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE CEO. GRANT MONITORING - INDIVIDUALS RECEIVING SCHOLARSHIP GRANTS ARE REQUIRED TO PROVIDE PROOF OF ENROLLMENT IN SCHOOL BEFORE FUNDS ARE RELEASED. SIS GRANTS AND CONTINUING EDUCATION RECIPIENTS INCLUDE SPECIFIC USE OF FUNDS IN PROGRAM APPLICATIONS. ORGANIZATIONS RECEIVING GRANT SUPPORT ARE REQUESTED TO PROVIDE ANNUAL FINAL GRANT REPORTS WHICH OUTLINE USE AND IMPACT OF FUNDING. SHOULD A FINAL GRANT REPORT NOT BE RECEIVED, THE FOUNDATION MAY CONSIDER NOT AWARDING FUTURE FUNDING TO THE ORGANIZATION. X 4 36033 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION TRUSTEES, OFFICERS AND EMPLOYEES ANNUALLY DISCLOSE OR UPDATE INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE BOARD DETERMINES THE APPROPRIATE COURSE OF ACTION WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, TAKING NO ACTION, ASKING THE PERSON TO RECUSE THEMSELVES FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE FOUNDATION, ASKING THE PERSON TO RESIGN FROM HIS/HER POSITION, OR POSSIBLE REMOVAL FROM HIS/HER POSITION. THE CEO ALSO MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES, USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS MAY INCLUDE BUT IS NOT LIMITED TO A SURVEY OF SIMILAR FRATERNAL ENTITIES IN THE LOCAL AREA, UTILIZATION OF UNITED STATES BUREAU OF LABOR STATISTICS FOR SIMILAR POSITIONS IN THE LOCAL AREA, UTILIZATION OF THE CONSUMER PRICE INDEX FOR URBAN AREAS AND/OR UTILIZATION OF PERFORMANCE EVALUATIONS BY BOARD MEMBERS AND THE CEO. THIS PROCESS WAS LAST PERFORMED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES, UPON REQUEST TO THE CEO, COPIES OF THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, FORM 990 AND AUDITED FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990 IS PUBLICLY AVAILABLE ON GUIDESTAR. PART XII, LINE 2C THE FOUNDATION HAS A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.