2024-11-13T13:14:25-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2023-01-01 800244485 ZETA BETA TAU FOUNDATION INC ZETA 3173341898 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 JOHN STEMEN CHIEF EXECUTIVE OFFICER 3173341898 2024-11-12 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2023 2024-10-15 13:58:12Z JOHN STEMEN 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 16823989 0 X WWW.ZBTFOUNDATION.ORG X 1950 IN SEE SCHEDULE O.THE ZETA BETA TAU FOUNDATION IS A NONPROFIT CORPORATION EXCLUSIVELY COMMITTED TO EDUCATIONAL AND CHARITABLE PURPOSES THAT ASSIST THE COLLEGIATE AND ALUMNI BROTHERS OF ZETA BETA TAU FRATERNITY THROUGH THE FUNDING OF SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS TO MAXIMIZE THEIR PERSONAL DEVELOPMENT AND PREPARE THEM TO BE LEADERS OF SOCIETY. THE FOUNDATION ALSO SUPPORTS PHILANTHROPIC INTERESTS VIA GRANTS TO OTHER CHARITABLE ORGANIZATIONS.THE SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS FUNDED BY THE FOUNDATION ENHANCE THE OVERALL VALUE OF BROTHERHOOD IN ZETA BETA TAU FRATERNITY BY COMPLEMENTING THE COLLEGIATE EDUCATIONAL EXPERIENCE. 11 11 6 102 0 0 1344913 636495 0 0 -559585 176584 12799 12650 798127 825729 445272 968620 0 0 747824 634624 0 0 403103 442076 489150 1635172 2092394 -837045 -1266665 13020785 13012974 245303 255613 12775482 12757361 X SEE SCHEDULE O.THE ZETA BETA TAU FOUNDATION IS A NONPROFIT CORPORATION EXCLUSIVELY COMMITTED TO EDUCATIONAL AND CHARITABLE PURPOSES THAT ASSIST THE COLLEGIATE AND ALUMNI BROTHERS OF ZETA BETA TAU FRATERNITY. THE FOUNDATION ASSISTS THE COLLEGIATE AND ALUMNI BROTHERS OF ZETA BETA TAU FRATERNITY BY FUNDING SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS TO MAXIMIZE THEIR PERSONAL DEVELOPMENT AND PREPARE THEM TO BE LEADERS OF SOCIETY. THE SCHOLARSHIPS AND ACADEMIC AND LEADERSHIP PROGRAMS FUNDED BY THE FOUNDATION ENHANCE THE OVERALL VALUE OF BROTHERHOOD IN ZETA BETA TAU FRATERNITY BY COMPLEMENTING THE COLLEGIATE EDUCATIONAL EXPERIENCE. 0 0 223380 177125 TO PROVIDE ACADEMIC SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS WHO ALMOST WITHOUT EXCEPTION ARE BROTHERS OF ZETA BETA TAU FRATERNITY. SCHOLARSHIPS ARE GRANTED BASED ON A FORMULA OF NEED, SCHOLARSHIP, COMMUNITY, CAMPUS AND CHAPTER ACTIVITY. 979808 776919 LEADERSHIP GRANTS AND PROGRAMS - TO PROVIDE FUNDING FOR LEADERSHIP PROGRAMS WHICH BRING TOGETHER UNDERGRADUATES FROM ACROSS THE UNITED STATES IN ORDER TO ATTEND PANELS, SEMINARS, BREAK-OUTS AND OTHER EVENTS ON TOPICS SUCH AS GENERAL LEADERSHIP, GROUP DYNAMICS, CRISIS AND RISK MANAGEMENT, MENTAL HEALTH, EVENT PLANNING, BUDGETING AND FINANCES, COMMUNICATION SKILLS AND ALCOHOL AND DRUG ABUSE. 18383 14576 HATE PREVENTION GRANTS AND PROGRAMS - TO PROVIDE FUNDING FOR ANTI-HATE PROGRAMS WHICH BRING TOGETHER UNDERGRADUATES IN ORDER TO ATTEND PANELS, SEMINARS, BREAK-OUTS AND OTHER EVENTS ON TOPICS SUCH AS COMBATTING CAMPUS-ANTI-SEMITISM, ISRAEL, HATE PREVENTION, DIVERSITY AND INCLUSION. 1221571 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X JOHN STEMEN 3173341898 1320 CITY CENTER DRIVE SUITE 225 CARMEL IN 46032 JOEL T WYATT FORMER CHIEF DEVELOPMENT OFFICER 40.00 X 172910 0 1014 FARON A LEWITT FORMER CHIEF EXECUTIVE OFFICER 40.00 X 135588 0 11554 JOHN D STEMEN ESQ CHIEF EXECUTIVE OFFICER 40.00 X 48689 0 8677 TODD A GAGLIANO DIRECTOR 1.00 X 0 0 0 DANIEL M EGEL-WEISS DIRECTOR 1.00 X 0 0 0 BRETT A LEONE DIRECTOR 1.00 X 0 0 0 YOAAV S KRAUTHAMMER DIRECTOR 1.00 X 0 0 0 MATTHEW J RUBINS DIRECTOR 1.00 X 0 0 0 TODD D SMITH DIRECTOR 1.00 X 0 0 0 STEVEN E GOLD IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 BRET W HRBEK PRESIDENT 1.00 X X 0 0 0 JEFFREY J BAKKER ESQ VICE PRESIDENT 1.00 X X 0 0 0 E MARK FISHMAN SECRETARY 1.00 X X 0 0 0 DEVON M SCHAD TREASURER 1.00 X X 0 0 0 357187 0 21245 2 0 1 0 0 636495 23275 636495 332099 332099 15842745 15998260 -155515 -155515 -155515 OTHER MISCELLANEOUS 900099 12650 12650 12650 825729 12650 0 176584 791495 791495 177125 177125 204508 81804 30676 92028 351760 124340 53265 174155 4593 2373 850 1370 33082 7360 4414 21308 40681 14683 7281 18717 12944 12944 43041 43041 50352 50352 97930 97930 5064 4669 395 50618 3500 40118 7000 47252 18781 14298 14173 98627 110 91057 7460 1569 1569 PRINTING, PUBLICATION, 53623 6541 47082 BANK AND CREDIT CARD FE 19415 19415 MEMBERSHIP & FILING FEE 6715 6715 TRAINING AND DEVELOPMEN 2000 2000 2092394 1221571 467720 403103 38219 20949 794027 461846 1637202 1217923 50583 65797 37275 6867 23257 23257 0 0 10373622 11140132 1108 1108 88749 98352 13020785 13012974 70017 94310 175286 161303 245303 255613 X 730659 476630 12044823 12280731 12775482 12757361 13020785 13012974 X -1266665 1292910 -44366 X X 1 X 1 X 1 0 X 2900239 1677694 1193636 1344913 636495 7752977 2900239 1677694 1193636 1344913 636495 7752977 3251916 4501061 174960 150757 212594 255871 332099 1126281 39390 14375 5094 7452 12650 78961 8958219 0.50250 0.54440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8326471 299492 1189954 300955 135093 9379869 9668806 99047 -1711406 416940 -686964 8326471 8103995 198694 1027000 449091 -788208 9668806 5662957 106189 843014 337165 -1829000 8103995 4114727 20858 844027 234991 -918336 5662957 0.02099 0.91625 0.06276 0 0 23257 23257 0 0 X 2068287 1292910 1292910 775377 50352 50352 825729 2086408 44366 44366 2042042 50352 50352 2092394 PART V, LINE 4: INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE USED TO AWARD SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS ATTENDING COLLEGES AND UNIVERSITIES AND TO FUND EDUCATIONAL GRANTS TO ORGANIZATIONS TO PROMOTE SCHOLARSHIP, LEADERSHIP, CITIZENSHIP, AND STUDENT HEALTH PROGRAMS. PART X, LINE 2: THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 44,366. 1 ZETA BETA TAU FRATERNITY 3905 VINCENNES ROAD INDIANAPOLIS IN 46268 131496610 501(C)(7) 191495 0 EDUCATIONAL PROGRAMS ZETA BETA TAU - ALPHA RHO CHAPTER 10960 WILSHIRE BLVD LOS ANGELES CA 90024 951398585 501(C)(7) 600000 0 EDUCATIONAL PROGRAMS 0 2 SCHOLARSHIPS 36 177125 PART I, LINE 2: ACADEMIC SCHOLARSHIP AWARDS ARE GRANTED BASED ON A FORMULA OF NEED, SCHOLARSHIP, COMMUNITY, CAMPUS AND CHAPTER ACTIVITY. GRANTS TO ORGANIZATIONS ARE SUBJECT TO GRANT AGREEMENTS. X X X X 0 0 0 0 0 0 0 0 0 JOEL T WYATT FORMER CHIEF DEVELOPMENT OFFICER 172910 0 0 0 0 0 675 0 339 0 173924 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. UPON COMPLETION OF THE ANNUAL DISCLOSURE, THE CHIEF EXECUTIVE OFFICER REVIEWS TO ENSURE THAT THERE ARE NO POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES INDUSTRY COMPENSATION DATA ALONG WITH A COMPENSATION COMMITTEE, A WRITTEN EMPLOYMENT CONTRACT AND CONSIDERATION OF RESPONSIBILITIES, AUTHORITY AND TIME DEVOTION IN ORDER TO ESTABLISH A SALARY THAT IS APPROPRIATE FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST AND THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -44,366. PAGE 12, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT AND SELECTS AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM TO PERFORM THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.