2024-06-17T14:53:35-05:00 2023-07-31 471019942 CREATIVE PLANNING TAX LLC 10401 HOLMES RD STE 400 KANSAS CITY MO 64131 990 2022-08-01 430913993 BETA SIGMA PHI CHARITABLE FOUNDATION BETA 8164446800 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 MELISSA WHITED TREASURER 8164446800 2024-06-17 1 MELISSA WHITED 999009999 1 CASSANDRA TREMONTI CPA P01353091 8165259699 2024-06-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELISSA WHITED 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 5045724 0 X N/A X 1968 MO TO ADMINISTER CONTRIBUTIONS INTENDED BY THE DONORS TO BE USED FOR PURPOSES LISTED IN PART III. 3 0 0 0 0 0 180367 293885 0 0 -94160 -213002 0 0 86207 80883 250000 321000 0 0 0 0 0 0 0 43756 13293 293756 334293 -207549 -253410 6100796 5847386 0 0 6100796 5847386 THE FOUNDATION'S MISSION IS TO ACCEPT CHARITABLE DONATIONS FROM THE MEMBERS OF BETA SIGMA PHI AND TO MAKE GRANTS IN FURTHERANCE OF CHARITABLE PURPOSES THAT ARE CONSISTENT WITH THE INTENTS OF THE DONORS. 0 0 161000 161000 INTERNATIONAL ENDOWMENT FUND - PROVIDE CONTINUING DONATIONS TO VARIOUS PUBLIC CHARITIES 85000 85000 WALTER W. ROSS MEMORIAL FUND - PROVIDE SCHOLARSHIPS TO MEMBERS AND THEIR FAMILIES 75000 75000 DISASTER RELIEF FUND - PROVIDE AID AND ASSISTANCE TO QUALIFIED MEMBERS WHO ARE IN NEED DUE TO A NATURAL DISASTER. 321000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MELISSA WHITED 8164446800 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 LAURA ROSS WINGFIELD DIRECTOR/PRESIDENT 1.00 37.50 X X 0 126259 5844 MELISSA WHITED DIRECTOR/TREASURER 1.00 37.50 X X 0 59284 29897 SAMANTHA ALICEA DIRECTOR 1.00 37.50 X 0 57571 31199 0 243114 66940 0 0 0 0 0 293885 293885 4751839 4964841 -213002 -213002 -213002 80883 -213002 0 0 151000 151000 160000 160000 10000 10000 13280 13280 BANK CHARGES 13 13 334293 321000 13293 0 79897 41458 192433 203745 5828466 5602183 6100796 5847386 0 0 X 6100796 5847386 6100796 5847386 6100796 5847386 -253410 0 X 0 0 0 X 153719 158908 160005 180367 293885 946884 153719 158908 160005 180367 293885 946884 946884 946884 1.00000 1.00000 X 6537622 293885 13280 321000 13 6523774 6537622 180367 -338663 250000 325 28207 6100794 6389903 160005 359413 343400 92 28207 6537622 6426458 158908 182048 335500 2450 39561 6389903 6776094 153719 50073 493000 8798 51630 6426458 1.00000 0 1 1 0 PART V, LINE 4: THE ORGANIZATION MAINTAINS SEVEN ENDOWMENT FUNDS. THE INTERNATIONAL ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE CONTINUING DONATIONS TO VARIOUS CHARITIES APPROVED BY THE MEMBERSHIP. THE EXEMPLAR FUND WAS ESTABLISHED BY THE EXEMPLAR AND PRECEPTOR CHAPTERS OF BETA SIGMA PHI TO ISSUE SCHOLARSHIPS TO BETA SIGMA PHI MEMBERS. THE INTERNATIONAL LOAN FUND WAS CREATED TO PROVIDE INTEREST-FREE LOANS, TO BE REPAID WITHIN TEN YEARS, TO BETA SIGMA PHI MEMBERS IN NEED DUE TO ILLNESS OR INJURY. THE WALTER W. ROSS MEMORIAL SCHOLARSHIP FUND WAS CREATED TO PROVIDE SCHOLARSHIPS TO BETA SIGMA PHI MEMBERS, THEIR CHILDREN AND GRANDCHILDREN. THE BETTY CENTER MEMORIAL DISASTER FUND WAS ESTABLISHED TO COLLECT CONTRIBUTIONS FROM MEMBERS TO PROVIDE DISASTER RELIEF ASSISTANCE GRANTS TO MEMBERS WHO HAVE SUFFERED LOSSES FROM A NATURAL DISASTER. THE BREAST CANCER FUND WAS CREATED TO PROVIDE PERIODIC CONTRIBUTIONS DESIGNATED FOR USE IN BREAST CANCER RESEARCH. THE WALTER W. ROSS LITERARY SCHOLARSHIP FUND WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS FOR ENGLISH OR JOURNALISM MAJORS TO BETA SIGMA PHI MEMBERS, THEIR CHILDREN, AND GRANDCHILDREN. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GRANTMAKING 10000 0 0 0 0 0 0 10000 0 10000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL OPERATIONS 10000 CHECK 0 CASH 0 0 0 0 0 0 PART I, LINE 2: ORGANIZATION'S PROCEDURES FOR MONITORING GRANTS THE MEMBERS WILL COMPLETE A BALLOT OF ORGANIZATIONS THAT THEY WOULD LIKE TO FUND FOR THE NEXT THREE YEARS. THEN OVER THE NEXT THREE YEARS, BETA SIGMA PHI WILL CONTRIBUTE FUNDS TO THOSE ORGANIZATIONS BASED ON THE MEMBERS' BALLOTS. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO ENSURE THAT THE GRANT IS FOR CHARITABLE PURPOSES AND NO GOODS OR SERVICES WILL BE RECEIVED. PART III ACCOUNTING METHOD: 1 DANA-FARBER CANCER INSTITUTE 44 BINNEY STREET BOSTON MA 02115 042263040 501(C)(3) 10000 0 GRANT HARVESTOR'S BACKSNACK PROGRAM 3801 TOPPING AVENUE KANSAS CITY MO 64129 431208665 501(C)(3) 10000 0 GRANT MEDICAL TEAMS INTERNATIONAL 14150 SW MILTON COURT TIGARD OR 97224 930878944 501(C)(3) 10000 0 GRANT RETT SYNDROME 9121 PISCATAWAY RD 2B CLINTON MD 20735 521417739 501(C)(3) 10000 0 GRANT ST LUKE'S MID-AMERICA HEART & VASCULAR INSTITUTE 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 501(C)(3) 10000 0 GRANT ALZHEIMER'S FOUNDATION 322 EIGHTH AVENUE 16TH FLOOR NEW YORK NY 10001 911792864 501(C)(3) 10000 0 GRANT CAMP-MAK-A-DREAM PO BOX 1450 MISSOULA MT 59806 810472959 501(C)(3) 10000 0 GRANT RANCH HOPE PO BOX 325 ALLOWAY NJ 08001 221739545 501(C)(3) 10000 0 GRANT 17 17 WALTER R. ROSS MEMORIAL SCHOLARSHIPS 85 85000 DISASTER RELIEF GRANTS 75 75000 PART I, LINE 2: THE MEMBERS WILL COMPLETE A BALLOT OF ORGANIZATIONS THAT THEY WOULD LIKE TO FUND FOR THE NEXT THREE YEARS. THEN OVER THE NEXT THREE YEARS, BETA SIGMA PHI WILL CONTRIBUTE FUNDS TO THOSE ORGANIZATIONS BASED ON THE MEMBERS' BALLOTS. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO ENSURE THAT THE GRANT IS FOR CHARITABLE PURPOSES AND NO GOODS OR SERVICES WILL BE RECEIVED. FOR THE DETERMINATION OF SCHOLARSHIPS, BETA SIGMA PHI DELEGATES TO OUTSIDE SELECTION COMMITTEES (USUALLY SELECTED COLLEGE PROFESSORS) TO DETERMINE THE RECIPIENTS TO RECIEVE THE SCHOLARSHIP AND OTHER ASSISTANCE. SCHOLARSHIPS ARE FOR INSTITUTIONAL FINANCIAL AID AND ARE APPLIED TO THE STUDENT'S ACCOUNT. WALTER W ROSS & COMPANY INC WALTER W ROSS AND CO. IS THE MANAGEMENT CORPORATION FOR BETA SIGMA PHI INTL WORKING CAPITAL X 150000 203745 0 1 1 203745 WALTER W ROSS & COMPANY INC LAURA ROSS WINGFIELD IS ON THE ORG'S BOARD & AN OWNER OF WALTER ROSS & CO. MANAGEMENT FEE 0 FORM 990, PART VI, SECTION A, LINE 2 LAURA ROSS WINGFIELD, SAMANTHA ALICEA, & MELISSA WHITED HAVE BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 3 BETA SIGMA PHI HAS DELEGATED WALTER W. ROSS & COMPANY TO PERFORM THE MANAGEMENT DUTIES FOR BETA SIGMA PHI. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING PERSONNEL GATHER INFORMATION TO PREPARE THE FORM 990 TAX RETURN. THIS INFORMATION IS THEN GIVEN TO AN INDEPENDENT ACCOUNTING FIRM WHO PREPARES AND REVIEWS THE FORM 990. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO THE FILING OT THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY REVIEW AND SIGN A DOCUMENT THAT ASKS SEVERAL QUESTIONS REFLECTING POTENTIAL CONFLICT OF INTEREST STATEMENTS AND STATES THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). BETA SIGMA PHI SUPPORTING FOUNDATION 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 453607638 SUPPORT MO 501(C)(3) 11A BETA SIGMA PHI CHARITABLE FOUNDATION 1 WALTER W ROSS & COMPANY INC 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 440232720 MANAGEMENT MO N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0