2026-04-20T06:30:53-05:00 2025-06-30 311488076 HOBE & LUCAS CPAS 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 990 2024-07-01 223115003 PI LAMBDA PHI EDUCATIONAL FOUNDATION INC PILA 7037746545 12360 LOCUST STREET BRIGHTON CO 80602 JAMES B MORRIS JR TREASURER 7037746545 2026-04-16 1 0 DAVID S BALDOZA P00394564 2165248900 2026-04-06 2024 2025-03-06 01:10:19Z JAMES B MORRIS JR 201 SHETLAND HILLS DRIVE LUTHERVILLE MD 21093 674566 0 X N/A X 1991 CT TO FUNDRAISE AND STEWARD DONATIONS IN ORDER TO AWARD SCHOLARSHIPS AND ASSIST OTHER EDUCUATIONAL INITIATIVES OF UNDERGRADUATE MEMBERS. 7 7 1 0 0 0 158728 239009 0 0 17849 18152 0 0 176577 257161 66000 57187 0 0 0 51016 35400 0 101446 101873 104633 203273 212836 -26696 44325 684310 746512 71901 60961 612409 685551 TO FUNDRAISE AND STEWARD DONATIONS OF ALUMNI AND FRIENDS OF PILAM IN ORDER TO AWARD SCHOLARSHIPS AND HELP FUND OTHER EDUCATIONAL INITIATIVES FOR ITS UNDERGRADUATE MEMBERS. 0 0 63887 57187 238759 THE ORGANIZATION RECEIVES DONATIONS FROM ALUMI AND FRIENDS OF PILAM IN ORDER TO PROVIDE GRANTS TO INDIVIDUALS AND ELIGIBLE ORGANIZATIONS. DURING THE YEAR ENDED JUNE 30, 2025, A TOTAL OF 18 SCHOLARSHIPS WERE AWARDED TO 18 STUDENTS. 63887 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 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 0 0 1 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 1 0 1 1 1 0 0 0 0 0 0 CT MS AL CA CO DC FL GA IL KS KY ME MD MA MI MS NV NH NJ NM NY NC OH OK PA RI SC TN VA WA WI X DAVID S BALDOZA CPA 4407738391 6000 FREEDOM SQUARE DRIVE STE 550 INDEPENDENCE OH 44131 X GARY SANDERS PRESIDENT 2.00 X X 0 0 0 TRAVIS COLLINGS VICE PRESIDENT 2.00 X X 0 0 0 JAMES B MORRIS JR TREASURER 2.00 X X 0 0 0 ROGER ORLOFF SECRETARY 1.00 X X 0 0 0 DAN SCOTT TRUSTEE 1.00 X 0 0 0 ROBERT D KLAUSNER TRUSTEE 1.00 X 0 0 0 DANIEL WEBSTER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 239009 42013 239009 26120 26120 409437 417405 -7968 -7968 -7968 257161 0 0 18152 X 32187 32187 25000 25000 45258 4526 4526 36206 1810 181 181 1448 3948 393 396 3159 16000 1600 8000 6400 1392 1392 17037 17037 3686 3686 25705 2265 23440 319 319 6690 6279 411 3422 3422 FUNDRAISING SOLICITATIO 18029 18029 DATABASE QUALITY 11345 11345 TRAVEL AND EVENT COSTS 1008 1008 212836 63887 47503 101446 56544 39775 1213 588 7204 7796 619349 698353 684310 746512 71901 60961 71901 60961 X 227477 203876 384932 481675 612409 685551 684310 746512 44325 28817 0 X 1 X 0 0 0 X 193111 377459 133371 158728 238759 1101428 193111 377459 133371 158728 238759 1101428 1101428 13322 12329 25473 23178 26120 100422 1201850 0.91640 0.91940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 116008 20429 181752 1 1 0 CHASE DEPOSIT SWEEP 4144 F ISHARES TRUST EMERGING MARKETS BOND 15282 F JPMORGAN TRII MTG BACKED SECS 25129 F SIX CIRCLES TR GLOBAL BD FD 120534 F SIX CIRCLES TRUST CREDIT OPPORTUNITIES 20187 F VANGUARD TOTAL INTERNATIONAL BOND 110853 F ISHARES TR CORE INTL AGGREGATE ETF 54820 F ISHARES TRUST US TREASURY BOND 30311 F JPMORGAN TR I INCOME FD 14938 F PIMCO INCOME FD INSTL CL 20256 F PIMCO INVESTMENT GRADE CREDIT BOND 50544 F VANGUARD FIXED INCOME SECS INTER TERM 35631 F JP MORGAN TR II US GOVT MONEY MARKET 3616 F FIDELITY SALEM STR TR 500 INDEX 34291 F J P MORGAN EXCHANGE TRADED FD ETF 1937 F J P MORGAN EXCHANGE DEVELOPED ASIA 1962 F J P MORGAN EXCHANGE TRADED JAPAN 2965 F SIX CIRCLES TR INTL UNCONSTRAINED 8776 F SIX CIRCLES TR US UNCONSTRAINED EQUITY 20340 F ISHARES TRUST 7 10 YEAR TREASURY BOND 1915 F ISHARES TRUST MBS ETF 7793 F PIMCO INCOME FD INSTL CL 1954 F SIX CIRCLES TR GLOBAL BD FD 30889 F SIX CIRCLES TR ULTRA SHORT DURATION 1910 F SIX CIRCLES TRUST CREDIT OPPORTUNITIES 7759 F VANGUARD INTERMEDIATE TERM CORP BD 3897 F VANGUARD TOTAL BOND ETF 23635 F VANGUARD TOTAL INTERNATIONAL BOND 42085 F 698353 1 PI LAMBDA PHI FRATERNITY PO BOX 8176 1895 GREENWICH CT 06836 131168250 501(C)(7) 16150 0 GRANT FOR PURPOSES OF PRODUCING AND CONDUCTING THE LEADERSHIP INSTITUTE FOR THE OFFICERS OF THE FRATERNITY'S UNDERGRADUATE CHAPTERS. LEHIGH UNIVERSITY FOUNDATION 306 S NEW ST STE 500 BETHLEHEM PA 18015 240796860 501(C)(3) 15429 0 GRANT FOR PURPOSES OF FURNISHING AND EDUCATIONAL EQUIPMENT FOR CHAPTER HOUSE. SCHOLARSHIPS 18 25000 PART I, LINE 2: THE ORGANIZATION REMITS ALL SCHOLARSHIPS DIRECTLY TO THE UNIVERSITIES/COLLEGES ON BEHALF OF THE STUDENTS AND ANY GRANTS PAID TO THE FRATERNITY ARE PRE-VETTED TO ENSURE THE EDUCATIONAL EVENTS ARE HELD WITHIN THE US. X 2 42013 FAIR MARKET VALUE 0 0 1 PART I, LINE 30B: THE INVESTMENT MANAGER, JPM CHASE, RECEIVES THE SECURITIES ON OUR BEHALF AND IMMEDIATELY DISPOSES OF THEM TO CONVERT THEM INTO CASH FOR REINVESTMENT WITHIN THE GUIDELINES THAT HAVE BEEN PREVIOUSLY ESTABLISHED AND COMMUNICATED. FORM 990, PART VI, SECTION B, LINE 11B FEDERAL FORM 990 IS PREPARED BY THE FOUNDATION'S ACCOUNTANT AND IS REVIEWED BY THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL, UPON REQUEST, PROVIDE COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC TRAVIS COLLINGS - 21 WORMWOOD STREET, UNIT 503, BOSTON, MA 02210. JAMES B. MORRIS JR. - 201 SHETLAND HILLS DRIVE, LUTHERVILLE, MD 21093. ROGER ORLOFF - 3499 BROWNING LANE NE, BROOKHAVEN, GA 30319. DAN SCOTT - 2765 WOODLAWN DR, NORTHBROOK, IL 60062. ROBERT D KLAUSNER - 7080 NW 4TH ST, PLANTATION, FL 33317. DANIEL WEBSTER - 140 SPYGLASS HILL RD, SAN JOSE, CA 95127. FORM 990, PART IX, LINE 11G CHARITABLE REGISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 18,612. TOTAL EXPENSES 18,612. CREDIT CARD PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,828. TOTAL EXPENSES 4,828. PROFESSIONAL DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,765. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,765.