2025-09-27T13:58:10-05:00 2025-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 JULIE A WAITMAN CHIEF EXECUTIVE OFFICER 3176634242 2025-09-24 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-09-24 2024 2025-03-06 01:10:19Z JULIE A WAITMAN 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 10858775 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. 7 7 6 90 0 0 1911653 2345226 0 0 491569 711450 0 0 2403222 3056676 933399 1085658 0 0 564982 581277 0 0 467298 386700 485029 1885081 2151964 518141 904712 13806482 15100774 216783 99429 13589699 15001345 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 354887 278375 211 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. 309366 300000 GRANTS TO 35 ORGANIZATIONS IN 19 STATES FIGHTING THE CRITICAL ISSUE OF HUNGER IN OUR LOCAL COMMUNITIES. GRANT SUPPORTED PROGRAMS INCLUDED FRESH PRODUCE, MOBILE PANTRY, FOOD RESCUE, SCHOOL BREAKFAST AND BACKPACK PROGRAMS AND SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEAL DELIVERY PROGRAMS. 273194 250000 ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC PROGRAMS AND INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: ACADEMY FOR CHAPTER ADVISORS 89 CHAPTER ADVISORS FROM ACROSS THE UNITED STATES AND CANADA, AND FROM BABY BOOMER, GEN X, MILLENNIAL AND GEN Z GENERATIONS, MET IN PERSON TO FOCUS ON COMMUNICATIONS, LISTENING SKILLS, AND COACHING SKILLS TO PROMOTE THE DEVELOPMENT OF OUR YOUNGEST COLLEGIATE MEMBERS. ACADEMY FOR COLLEGIATE OFFICERS 267 OFFICERS FROM 109 CHAPTERS FROM ACROSS THE UNITED STATES AND CANADA, GATHERED IN PERSON TO FOCUS ON THE CRITICAL DEVELOPMENT AREAS OF ACTION-ORIENTED LEADERSHIP, DECISION-MAKING STYLES, ENGAGEMENT AND RELATIONSHIP BUILDING. EMPOWER PROGRAM ALPHA GAMMA DELTA'S LEADERSHIP PROGRAM FOR ITS HIGHEST MOTIVATED LEVEL OF LEADERS. LED BY 8 ALUMNAE PROFESSIONALS AND 8 PEER MENTORS, 132 COLLEGIATE WOMEN FROM ACROSS NORTH AMERICA 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. MENTAL HEALTH AND WELLNESS THE CALL TO CONTINUE SUPPORTING MENTAL HEALTH INITIATIVES REMAINS LOUD AND CLEAR FROM OUR 18-22 YEAR-OLD MEMBERS. GRANT FUNDS UNDERWROTE MICRO-LEARNING OPPORTUNITIES AND GROUP CONSULTATIONS FOCUSING ON TOPICS SUCH AS CONFIDENCE, TRUST BUILDING, BELONGING AND ENGAGEMENT, BOUNDARIES, CONFLICT RESOLUTION AND ACCOUNTABILITY. WHILE FOCUSED ON OUR YOUNGEST MEMBERS, THESE RESOURCES ARE AVAILABLE TO OUR FULL MEMBERSHIP OF OVER 145,000 WOMEN. LEADERSHIP CONSULTANT PROGRAM HANDS-ON LEADERSHIP AND PERSONAL/PROFESSIONAL DEVELOPMENT TRAINING AND COACHING VISITS WERE DELIVERED TO 18-22 YEAR OLD COLLEGIATE WOMEN AT 79 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA, IMPACTING A MAJORITY OF OUR 10,000+ COLLEGIATE WOMEN. ACORN ACORN IS A LEARNING MANAGEMENT PLATFORM ACCESSIBLE TO ALL 145,000 LIVING MEMBERS OF THE FRATERNITY. THE CATALOGUE OF COURSES INCLUDES HOW TO COMMAND A ROOM, POSITIVE MENTAL HEALTH, STAGES OF CHANGE, IMPOSTER SYNDROME, CAREER READINESS AND MUCH MORE. ALCOHOL SKILLS TRAINING PROGRAM (ASTP) MORE THAN 2,000 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 BEHAVIORS. INTERNATIONAL CONVENTION 694 SISTERS FROM ACROSS THE UNITED STATES AND CANADA, AND FROM FIVE GENERATIONS (THE SILENT GENERATION, BABY BOOMERS, GEN X, MILLENNIALS AND GEN Z), JOINED TOGETHER IN ATLANTA, GA TO LEARN HOW TO BE A HIGH ACHIEVING LEADER AND HOW TO DEVELOP AN AUTHENTIC PERSONAL BRAND. 232391 216342 EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS FOR 15 COLLEGIATE CHAPTERS THROUGHOUT THE UNITED STATES 36997 23666 HARDSHIP FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 27 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING NATURAL DISASTERS, SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS AND MORE. 5419 3275 7 GRANTS TO 6 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 94544 14000 MISCELLANEOUS GRANTS, ACADEMIC RECOGNITION PROGRAMS, EVENTS, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION'S GRANT AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS, AND REPORTING OF PROGRAM IMPACT. 369351 257283 1306798 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 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 7 7 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 MAURIE JONES PHELAN CHAIR 5.00 X X 0 0 0 SYLVIE KRAMER WEIKERT VICE CHAIR 5.00 X X 0 0 0 MELISSA JACOBSON JAMES BOARD MEMBER 5.00 X 0 0 0 MARTHA PETRY PARHAM BOARD MEMBER 5.00 X 0 0 0 ANDREA PENDLETON BOARD MEMBER 5.00 X 0 0 0 NATASHA SHAHANI BOARD MEMBER 5.00 X 0 0 0 BOBETTE SANDIFER THOMPSON BORAD MEMBER 5.00 X 0 0 0 JULIE WAITMAN CEO AND SECRETARY 40.00 X 125624 0 12891 CHRIS FEDOR TREASURER 40.00 X 66915 0 21808 192539 0 34699 1 0 0 0 0 2345226 25284 2345226 371236 371236 8142313 7802099 340214 340214 340214 3056676 0 0 711450 780592 780592 305066 305066 242331 47023 105182 90126 259517 52465 115376 91676 12644 2556 5621 4467 29632 4573 16849 8210 37153 7332 16467 13354 14579 5734 214 8631 46035 10767 35268 63442 41662 21780 96443 15715 3005 77723 73381 11840 19377 42164 27694 8860 9488 9346 43610 25857 8993 8760 58046 57940 106 4220 836 1856 1528 2679 2679 ALLOCATION OF FUNDRAISI 91767 91767 BANKING AND FINANCE FEE 21426 21152 274 REGISTRATION FEES 12850 8514 4336 MAILING & TELEMARKETING 12450 12450 -83593 -72020 -13953 2380 2151964 1306798 377868 467298 479985 488201 192814 157794 22455 33058 36615 34898 96732 87463 7869 9269 13021239 14357966 45505 19588 13806482 15100774 171278 79841 45505 19588 216783 99429 X 4121018 4697742 9468681 10303603 13589699 15001345 13806482 15100774 904712 506934 0 X X 0 1 X 1 0 X 1316695 1845855 1967921 1911653 2345226 9387350 1316695 1845855 1967921 1911653 2345226 9387350 378292 9009058 166034 222684 256255 352792 371236 1369001 10756351 0.83760 0.86080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8500347 474463 720267 260159 139388 9295530 7227022 425689 1157567 190097 119834 8500347 7252864 410318 -80726 248965 106469 7227022 7878929 461275 -779235 188075 120030 7252864 6173198 301294 1688158 177557 106164 7878929 0.00150 0.79200 0.20650 0 0 96732 87463 9269 9269 OPERATING LEASE LIABILITY 19588 19588 X 3500168 506934 506934 2993234 63442 63442 3056676 2088522 0 2088522 63442 63442 2151964 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, 2025 AND 2024, 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 ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 30000 0 LEADERSHIP CONSULTANT PROGRAM - HANDS ON COLLEGIATE LEADERSHIP TRAINING ACROSS NORTH AMERICA. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 19500 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) 14922 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) 61865 0 ACADEMY FOR COLLEGIATE OFFICERS OVERARCHING PROGRAMMATIC GOAL IS TO PROVIDE CHAPTERS WITH COACHING AND DEVELOPMENT OPPORTUNITIES IN THREE CRITICAL AREAS: LEADERSHIP, ENGAGEMENT AND RELATIONSHIP BUILDING. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 25000 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) 21000 0 THE FRATERNITY'S BIENNIAL CONVENTION PROVIDES EDUCATIONAL OPPORTUNITIES FOR MEMBERS. OPPORTUNITIES FOCUSED ON PERSONAL AND PROFESSIONAL DEVELOPMENT TOPICS. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 17635 0 ACADEMY FOR CHAPTER ADVISORS PROVIDES EDUCATION ON MENTORING TODAY'S COLLEGE STUDENTS TO THOSE WHO SERVE ON THE FRATERNITY'S FRONT LINES. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 60078 0 EMPOWER LEADERSHIP PROGRAM FOR OUR MOST MOTIVATED LEADERS. AGD FRATERNITY HOUSING CORPORATION (ALPHA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 14829 0 EDUCATIONAL AREA GRANT - ALPHA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (BETA DELTA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 32588 0 EDUCATIONAL AREA GRANT - BETA DELTA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (EPSILON MU) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 6076 0 EDUCATIONAL AREA GRANT - EPSILON MU EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (GAMMA BETA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 51025 0 EDUCATIONAL AREA GRANT - GAMMA BETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (PHI) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 7412 0 EDUCATIONAL AREA GRANT - PHI EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (RHO) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 25056 0 EDUCATIONAL AREA GRANT - RHO EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (THETA EPSILON) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 11824 0 EDUCATIONAL AREA GRANT - THETA EPSILON EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (THETA IOTA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 28853 0 EDUCATIONAL AREA GRANT - THETA IOTA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (ZETA BETA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 10844 0 EDUCATIONAL AREA GRANT - ZETA BETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (ZETA ZETA) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 17328 0 EDUCATIONAL AREA GRANT - ZETA ZETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. ARROWLEAF 300 RED BUD LN VIENNA IL 62995 376147532 501(C)(3) 7500 0 HUNGER RELIEF ASTER AGING INC 45 W UNIVERSITY DR MESA AZ 85201 942596075 501(C)(3) 7500 0 HUNGER RELIEF BACKPACK BEGINNINGS 3711 ALLIANCE DR GREENSBORO NC 27407 461251223 501(C)(3) 7500 0 HUNGER RELIEF BLESSINGS IN A BACKPACK INC 4121 SHELBYVILLE RD LOUISVILLE KY 40207 261964620 501(C)(3) 20000 0 HUNGER RELIEF COMMUNITY FOOD BANK OF SO AZ 3003 S COUNTRY CLUB RD TUCSON AZ 85713 510192519 501(C)(3) 7500 0 HUNGER RELIEF EBENEZER STONE MINISTRIES PO BOX 341591 MILWAUKEE WI 53234 812895091 501(C)(3) 7500 0 HUNGER RELIEF EDMOND MOBILE MEALS 25 W 3RD ST EDMOND OK 73003 731250443 501(C)(3) 25000 0 HUNGER RELIEF FEED MORE 8020 VILLA PARK DR RICHMOND VA 23228 541150923 501(C)(3) 6000 0 HUNGER RELIEF FEEDMORE WNY 100 JAMES E CASEY DR BUFFALO NY 14206 161475486 501(C)(3) 6000 0 HUNGER RELIEF FOOD BANK OF NE ARKANSAS PO BOX 2097 JONESBORO AR 72402 710810999 501(C)(3) 10000 0 HUNGER RELIEF FOODCHAIN 501 W SIXTH ST 105 LEXINGTON KY 40508 454088193 501(C)(3) 7500 0 HUNGER RELIEF GREATER CLEVELAND FOOD BANK 13815 COIT RD CLEVELAND OH 44110 341292848 501(C)(3) 7500 0 HUNGER RELIEF HAND UP PROJECT 4115 N MISSISSIPPI AVE 5 PORTLAND OR 97217 811556228 501(C)(3) 6000 0 HUNGER RELIEF HELPING HANDS FND OF SURRY CO 227 ROCKFORD ST MOUNT AIRY NC 27030 454896030 501(C)(3) 5600 0 HUNGER RELIEF LAFEYETTE TRANSITIONAL HOUSING CNTR 815 N 12TH ST LAFAYETTE IN 47904 351781229 501(C)(3) 7500 0 HUNGER RELIEF MEALS ON WHEELS NORMAN PO BOX 1371 NORMAN OK 73070 730931924 501(C)(3) 5600 0 HUNGER RELIEF MEALS ON WHEELS TARRANT CO 5740 AIRPORT FWY FORT WORTH TX 76117 751568798 501(C)(3) 6000 0 HUNGER RELIEF NEIGHBORHOOD HOPE DEALERS 1916 E PERKINS AVE GUTHRIE OK 73044 845034996 501(C)(3) 25000 0 HUNGER RELIEF NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA IL 60134 363203648 501(C)(3) 7500 0 HUNGER RELIEF OUR NEIGHBORS' TABLE PO BOX 592 AMESBURY MA 01952 043153941 501(C)(3) 6000 0 HUNGER RELIEF SECOND HARVEST FOOD BANK MIDDLE TN 331 GREAT CIRCLE RD NASHVILLE TN 37228 621049447 501(C)(3) 10000 0 HUNGER RELIEF SECOND HARVEST FOOD BANK MIDDLE TN 331 GREAT CIRCLE RD NASHVILLE TN 37228 621049447 501(C)(3) 10000 0 HUNGER RELIEF SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 237417654 501(C)(3) 10000 0 HUNGER RELIEF SHALOM FARMS 3900 W BROAD ST RICHMOND VA 23230 237136747 501(C)(3) 7500 0 HUNGER RELIEF SOKY PATRIOTS PO BOX 417 SMITHS GROVE KY 42171 842293057 501(C)(3) 10000 0 HUNGER RELIEF STONE SOUP CAF PO BOX 57 GREENFILED MA 01302 843664286 501(C)(3) 6000 0 HUNGER RELIEF THE ARGO PANTRY 11000 UNIVERSITY PKWY PENSACOLA FL 32514 858012708 501(C)(3) 5000 0 HUNGER RELIEF THE FOOD BANK FOR CENTRAL & NE MO 2101 VANDIVER DR COLUMBIA MO 65202 431238934 501(C)(3) 10000 0 HUNGER RELIEF THE OUTREACH HOUSE 805 S MAIN ST LOMBARD IL 60148 200545709 501(C)(3) 10000 0 HUNGER RELIEF 27 2 SCHOLARSHIPS AND GRANTS 228 305066 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 GRANT RECIPIENTS INCLUDE SPECIFIC USE OF FUNDS IN PROGRAM APPLICATIONS. CONTINUING EDUCATION GRANT RECIPIENTS, AS WELL AS 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 INDIVIDUAL OR ORGANIZATION. X 6 25284 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 2024. 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.