2024-05-15T14:30:57-05:00 2023-06-30 202082355 PHIL THOMPSON & ASSOCIATES LLP 140 GATEWAY DR NE SUITE 2 EAST GRAND FORKS MN 56721 990 2022-07-01 450344199 DELTA TAU DELTA EDUCATIONAL FOUNDATION DELT 7017411533 1326 SOUTH 38TH STREET GRAND FORKS ND 58201 KENTON MC GREGOR TREASURER 7017411533 2024-05-15 1 KENTON MC GREGOR 999009999 0 KENTON MCGREGOR P00088797 2182072296 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENTON MCGREGOR 1326 SO 38TH ST GRAND FORKS ND 58201 544199 0 X N/A X 1978 ND TO PROVIDE COLLEGE STUDENTS WITH SCHOLARSHIPS AND GRANTS IN ORDER TO HELP THEM OBTAIN BETTER GRADES AND AT THE SAME TIME INCREASE THEIR LEADERSHIP CAPABILITIES. 14 0 0 0 0 0 361365 70235 0 0 20597 147062 2403 4904 384365 222201 44525 42738 0 0 0 0 0 4900 4900 5385 10416 49910 58054 334455 164147 1064175 1228322 0 0 1064175 1228322 TO PROVIDE SCHOLARSHIPS AND GRANTS TO COLLEGE STUDENTS IN ORDER TO HELP THEM OBTAIN AND SUSTAIN BETTER GRADES 0 0 THE COLLEGE STUDENTS AS A GROUP HAD EXCELLENT ATTENDANCE AT CLASS, GRADUATION RATE IS OVER 90%, THE STUDENTS ALSO DID WELL IN LEADERSHIP AND IN COMMUNITY ACTIVITIES. 43888 42738 43888 42738 43888 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X KENTON MCGREGOR 7017411533 1326 SO 38TH ST GRAND FORKS ND 58201 X JEREMY LUNDE PRESIDENT 5.00 X X 0 0 0 NICHOLAS HACKER V. PRESIDENT 1.00 X X 0 0 0 MARCUS SKONIECZNY SECRETARY 1.00 X X 0 0 0 KENTON MCGREGOR TREASURER 35.00 X X 0 0 0 BRUCE GJOVIG CHAIRMAN 30.00 X 0 0 0 CHARLES PINEO DIRECTOR 1.00 X 0 0 0 BILL DOLNY DIRECTOR 1.00 X 0 0 0 SCOTT SINNER DIRECTOR 1.00 X 0 0 0 SCOTT STRAND DIRECTOR 1.00 X 0 0 0 CHARLES DE MAKIS DIRECTOR 1.00 X 0 0 0 MATT KUZEL DIRECTOR 1.00 X 0 0 0 TYLER BERNIER DIRECTOR 1.00 X 0 0 0 MATT MUNOZ DIRECTOR 1.00 X 0 0 0 LANDON BAHL DIRECTOR 10.00 X 0 0 0 MICHAEL CORCORAN DIRECTOR 1.00 X 0 0 0 STEVE KRAMER DIRECTOR EMERITUS 1.00 X 0 0 0 ROBERT MUHS DIRECTOR EMERITUS 1.00 X 0 0 0 JACK MUHS DIRECTOR EMERITUS 1.00 X 0 0 0 TOM CONNELY DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 70235 70235 26944 26944 5000 96 4904 4904 4904 442020 321902 120118 120118 120118 222201 151966 0 0 X 42738 42738 1150 1150 4900 4900 9266 9266 58054 43888 9266 4900 70562 39417 152746 154889 48178 48178 48178 792689 985838 1064175 1228322 0 0 X 0 0 0 0 434769 598916 1064175 1228322 1064175 1228322 164147 0 X 0 0 0 X 59005 47961 48268 361365 70235 586834 59005 47961 48268 361365 70235 586834 403280 183554 23499 15991 51468 13254 151966 256178 843012 0.21770 0.29850 X FIRST, THE GROSS INCOME ON LINE FOUR ABOVE OF $151,966 INCLUDES A GAIN ON THE SALE OF VANGUARD 500 STOCK OF $136,612 (SEE ATTACHED). SOME OF THIS STOCK WAS PURCHASED IN 2002. ADDITIONAL STOCK WAS PURCHASED OVER THE YEARS, ALL OF THE GAIN IS RECORDED IN THE Y/E 6/30/23, BUT MOST OF THE GAIN WAS ACTUALLY EARNED IN THE YEARS SINCE THE STOCK WAS PURCHASED. THE GAIN WAS RECORDED IN THIS RETURN BECAUSE THE BASIS OF ACCOUNTING IS COST IN THIS RETURN, AND THE GAIN IS NOT RECORDED UNTIL THE STOCK IS SOLD, AND IT WAS SOLD ON MARCH 6, 2023. OF THE $136,612 TOTAL GAIN, THE CURRENT YEAR'S INCOME FROM THIS SHOULD BE A LOSS OF $11,452, AS PER ATTACHED. SO INSTEAD OF A GAIN FOR 2022, THERE SHOULD BE A LOSS OF $148,064, REDUCING GROSS INCOME FROM $151,966 TO $3,902. IN TURN, THE PUBLIC SUPPORT PERCENTAGE WOULD BE INCREASED TO 25.56%--GETTING US CLOSER TO THE PERCENTAGE REQUIRED.SECONDLY, WE RECEIVED A LARGE CONTRIBUTION FROM A DONOR IN DECEMBER OF 2021, INTENDING TO HELP US WITH OVERCOMING THE LACK OF CONTRIBUTIONS DUE TO THE RAVAGES OF COVID 19 AND IT'S RELATED LACK OF DONATIVE INTEREST AND DONATIVE ACTIVITY. IT HAS HURT US, THOUGH, IN MEETING THE PUBLIC SUPPORT TEST. WE HAVE HAD SOMEWHAT OF A PROBLEM INCREASING CONTRIBUTIONS, SO WE JUST THIS YEAR HIRED A PROFESSIONAL FUNDRAISER TO HELP WITH GETTING CONTRIBUTIONS FROM THE GENERAL PUBLIC, HOPING TO EASILY MEET THE PUBLIC SUPPORT TESTS. WE FURNISH COLLEGE STUDENTS WITH SCHOLARSHIPS AND GRANTS AND HOPE TO CONTINUE TO DO SO FOR MANY YEARS TO COME. WE ATTEMPTED TO ATTACH A SCHEDULE SHOWING THE YEARS OF GAINS AND LOSSES, BASES FOR CALCULATING GAIN AND LOSS, AND EDWARD JONES'S REALIZED GAIN/LOSS REPORT BUT WERE UNABLE TO ATTACH SUCH SCHEDULE AS THEY ARE EVIDENTLY NOT ALLOWED WITH A 990 RETURN! IT IS AVAILABLE FOR YOUR REVIEW ANYTIME YOU WISH!KENTON MCGREGOR, TREASURER RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48178 48178 48178 INVESTMENTS--EDWARD JONES 985838 C 985838 SCHEDULE D, PART VIII MUTUAL FUNDS, BONDS, CASH AND EQUITIES HELD AT EDWARD JONES, AT COST-------$985,837 1 GRADES, INPROVEMENT THEREON, LEADERSHIP ACTIVITIES, COMMUNITY SERVICE, ETC ACTUAL CASH PAID PART I, LINE 2: ALL GRANTS ARE IN THE US. A COMMITTEE REVIEWS ALL GRANT OR SCHOLARSHIP APPLICATIONS FOR ACCURACY, NEED AND GENERAL QUALIFICATIONS AND CHOOSES THE RECIPIENTS FORM 990, PART VI, SECTION B, LINE 11B NO OFFICER OR DIRECTOR HAS THE KNOWLEDGE OR EXPERIENCE WITH FORM 990'S IN ORDER TO PROPERLY REVIEW THE 990. A COPY IS SENT TO THE CHAIRMAN AND TO THE PRESIDENT BEFORE FILING THE 990 FOR THEIR REVIEW. THE 990 IS ALSO AVAILABLE TO ALL DIRECTORS WHENEVER THEY SO REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON ANY REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JEREMY LUNDE - 3706 COLEMAN STREET, BISMARCK, ND 58503. NICHOLAS HACKER - 4905 SOUTHBAY DR SE, MANDAN, ND 58554. MARCUS SKONIECZNY - 1059 THAMES COURT, GRAND FORKS, ND 58203. KENTON MCGREGOR - 1326 SOUTH 38TH ST, GRAND FORKS, ND 58201. FORM 990, PART IX, LINE 11G MEETINGS AND TRAVEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,053. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,053. SUPPLIES AND MISC: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,213. DELTA TAU DELTA HOUSE CORPORATION 1326 SOUTH 38TH STREET GRAND FORKS ND 58201 450367832 HOUSE RENTAL TO FRATERNITY--SAME TREASURER ND 501(C)(7) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0