2025-11-13T15:42:36-06:00 2025-06-30 453048812 BESTEN & DIERUF PLLC 190 MARKET STREET LEXINGTON KY 40507 990 2024-07-01 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 2025-10-22 1 1 ANDREW H DIERUF CPA P01239897 8592544427 2024 2025-03-06 01:10:19Z BENJAMIN E ROBINSON 1201 RED MILE RD PO BOX 4599 LEXINGTON KY 40544 28643324 0 X N/A X 1945 KY TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS. 11 11 2 0 0 0 2726567 3501769 0 0 1424947 2987940 64254 83265 4215768 6572974 1546446 1764010 0 0 365322 383434 0 0 289440 581134 635873 2492902 2783317 1722866 3789657 29803315 34030382 446726 409544 29356589 33620838 TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS. 0 0 1556137 1154624 83265 EDUCATIONAL GRANTS AND RELATED EXPENSES 609386 609386 UNDERGRADUATE AND AAA SCHOLARSHIPS 2165523 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 0 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 MICHAEL A LUCAS CHAIRMAN 2.00 X X 0 0 0 DONALD M HEINRICH VICE CHAIRMAN 2.00 X X 0 0 0 RONALD C NELSON FINANCE COMMITTEE CHAIRMAN 2.00 X X 0 0 0 A PETER RIMSANS SECRETARY 2.00 X X 0 0 0 D MICHAEL AINSWORTH DIRECTOR 2.00 X 0 0 0 JAMES E ARNOLD DIRECTOR 2.00 X 0 0 0 DOUGLAS H BANKS DIRECTOR 2.00 X 0 0 0 MITCHELL I HENN DIRECTOR 2.00 X 0 0 0 GLENN D MOOR DIRECTOR 2.00 X 0 0 0 JOHN P O'NEILL 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 BENJAMIN E ROBINSON EXECUTIVE DIRECTOR 40.00 X 194172 0 0 194172 0 0 1 0 1 0 0 3501769 501318 3501769 741748 741748 24316542 22070350 2246192 2246192 2246192 MISCELLANEOUS 900099 83265 83265 83265 6572974 83265 0 2987940 1154624 1154624 609386 609386 194172 58252 77669 58251 111614 33484 44645 33485 23388 7952 7718 7718 32645 11099 10773 10773 21615 7349 7133 7133 40677 40677 143304 67334 70706 5264 1171 351 234 586 8834 8834 55436 18848 18294 18294 28532 9529 9587 9416 991 991 EKKLESIA/ACADEMY 116448 116448 DIRECT MAIL HOUSE SERVI 76980 76980 MISCELLANEOUS EXPENSES 66725 15319 3842 47564 LIFE INCOME DISTRIBUTIO 34000 34000 62775 21548 27251 13976 2783317 2165523 328354 289440 1711975 2040619 28160 17898 130000 130000 130000 26432650 31700254 1489630 130711 10900 10900 29803315 34030382 240935 199983 205791 209561 446726 409544 X 10619715 12557805 18736874 21063033 29356589 33620838 29803315 34030382 X 3789657 502875 -28283 X X 0 0 0 X 2395305 1834547 2923502 2726567 3501769 13381690 2395305 1834547 2923502 2726567 3501769 13381690 329383 13052307 424709 1094978 887203 877479 2987940 6272309 130777 92261 69651 64254 83265 440208 20094207 0.64960 0.71180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7633092 728549 8361641 7484097 148995 7633092 7277147 206950 7484097 6926867 350280 7277147 6738709 188158 6926867 1 0 130000 130000 130000 LIFE INCOME GIFT LIABILITY 201712 OTHER ACCRUED LIABILITIES 7849 209561 X 7047566 502875 -28283 474592 6572974 0 6572974 2783317 0 2783317 0 2783317 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 -28,283. 1 FIJI HOUSE CORPORATION OF AKRON 261 SPICER ST AKRON OH 44304 341496434 501C7 6722 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS FOUNDATION FOR FRATERNAL EXCELLENCE 11722 ALLISONVILLE ROAD STE 103 FISHERS IN 46038 351873572 501C7 50000 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS FRATERNITY OF PHI GAMMA DELTA INC PO BOX 4599 LEXINGTON KY 40544 530125862 501C7 647060 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS. GAMMA TAU CHAPTER OF PHI GAMMA DELTA 841 FOWLER ST NW ATLANTA GA 303321924 580590519 501C7 69000 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS HOUSE CORPORATION OF PHI GAMMA DELTA AT RPI 102 BEAVER CREEK HAVANA FL 32333 141763764 501C7 23500 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS LAMBDA CORPORATION 534 N WARSON RD ST LOUIS MO 631417917 237129434 501C7 31000 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS MU UPSILON ASSOCIATION 6340 BROWN RD OXFORD OH 450569718 311507220 501C7 96225 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 SIGMA OMICRON HOUSING UNKNOWN JENKS OK 731010657 730758187 501C7 58500 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS THE ALPHA IOTA ASSOCIATION UNKNOWN AMES IA 527481505 420469525 501C7 141455 0 ASSISTANCE FOR MEMBERS OR RELATED ORGANIZATIONS UNDERGRADUATE SCHOLARSHIPS 358 609386 0 0 0 0 0 0 0 0 0 BENJAMIN E ROBINSON EXECUTIVE DIRECTOR 194172 0 0 0 0 0 0 0 0 0 194172 0 0 0 X 5225 501318 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 -28,283. 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