2025-11-05T11:39:51-06:00 2025-06-30 431305800 UHY ADVISORS MIDWEST INC 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 631433819 990 2024-07-01 431542735 PI BETA PHI FOUNDATION PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 DONNA BUTTERWORTH VICE PRESIDENT - FINANCE 6362560680 2025-10-31 1 0 DENISE PISCIOTTA P00560435 3146151200 2025-10-31 2024 2025-03-06 01:10:19Z DONNA BUTTERWORTH 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 7904250 0 X WWW.PIBETAPHI.ORG/FOUNDATION X 1990 MO PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS VISION AND ENSURES THE FUTURE OF OUR SISTERHOOD. THROUGH FUNDING FOR LEADERSHIP PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND SELECT PHILANTHROPIC SUPPORT, THE FOUNDATION IMPROVES THE FRATERNITY, ITS MEMBERS AND THE COMMUNITIES IN WHICH THEY LIVE ACROSS THE UNITED STATES AND CANADA. 11 11 8 72 0 0 3469245 3602190 0 0 1226260 1352801 -112315 -120188 4583190 4834803 3728342 3770738 0 0 700071 805849 0 0 556031 709350 643388 5137763 5219975 -554573 -385172 36354616 38221227 595283 729130 35759333 37492097 X PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS VISION AND ENSURES THE FUTURE OF OUR SISTERHOOD. THROUGH FUNDING FOR LEADERSHIP PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND SELECT PHILANTHROPIC SUPPORT, THE FOUNDATION IMPROVES THE FRATERNITY, ITS MEMBERS AND THE COMMUNITIES IN WHICH THEY LIVE ACROSS THE UNITED STATES AND CANADA. 0 0 878030 799396 PI BETA PHI HAS HAD A FOCUS ON PHILANTHROPY FROM THE VERY START. IT WAS THE FIRST GREEK LETTERED ORGANIZATION TO ESTABLISH ITS OWN NATIONAL PHILANTHROPIC PROJECT WITH THE FOUNDING OF THE PI BETA PHI SETTLEMENT SCHOOL IN APPALACHIA (NOW MODERN DAY GATLINBURG, TN) IN 1912. TODAY, PI PHI'S FOCUS ON PHILANTHROPY REMAINS CENTERED ON ADVANCING LITERACY THROUGH READ>LEAD>ACHIEVE. TENS OF THOUSANDS OF CHILDREN WERE ASSISTED THROUGH PI PHI'S LITERACY EFFORTS IN FY24-25 THROUGH SPECIFIC INITIATIVES INCLUDING CHAMPIONS ARE READERS, FRATERNITY DAY OF SERVICE SIGNATURE EVENTS, ARROW IN THE ARCTIC, AND LITERACY GRANTS. ON JULY 1, 2013, PI BETA PHI UNVEILED THE STORY OF ONE, PI PHI'S CAMPAIGN TO IMPACT ONE MILLION LIVES THROUGH READ>LEAD>ACHIEVE BY ITS 150TH ANNIVERSARY IN 2017 REACHING MORE THAN 1,128,156 LIVES IMPACTED. THE LITERACY ADVOCACY PROJECT SUPPORT IS PROVIDED THROUGH GRANTS. PI BETA PHI FOUNDATION ALSO OFFERS DIRECT LITERACY PROGRAMMING GRANTS IN THE FORM OF LOCAL IMPACT GRANTS. LOCAL IMPACT GRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS WITH LITERACY PROGRAMS VIA NOMINATIONS FROM PI BETA PHI CHAPTERS AND ALUMNAE CLUBS.PI BETA PHI FOUNDATION ALSO OFFERS DIRECT GRANTS THROUGH THE EMMA HARPER TURNER FUND PROGRAM WHICH PROVIDES ASSISTANCE TO MEMBERS WHO ENCOUNTER DIRE FINANCIAL NEED DUE TO JOB LOSS, SIGNIFICANT ILLNESS, OR DEATH OF A PARENT OR SPOUSE. ONE-TIME FINANCIAL GIFTS ARE MADE TO MEMBERS WHO DEMONSTRATE SEVERE FINANCIAL STRESS. GRANTS ARE MADE VIA A ROBUST APPLICATION AND EVALUATION PROCESS, UNDER THE GUIDANCE OF A SPECIFIC COMMITTEE TRAINED TO ASSESS INDIVIDUAL NEED. BOTH COLLEGIATE AND ALUMNAE MEMBERS ARE ELIGIBLE FOR ASSISTANCE. 2402158 2187028 OTHER PROGRAMS AND GRANT AREAS FOR PI BETA PHI FOUNDATION INCLUDE SUPPORT FOR QUALIFIED EDUCATION AREAS OF SPECIFIC CHAPTER HOUSING CAMPAIGNS AND SUPPORT FOR THE HERITAGE AND HISTORY OF PI BETA PHI AND WOMEN'S ADVANCEMENT IN HIGHER EDUCATION, THROUGH HOLT HOUSE LOCATED IN MONMOUTH, IL AND CENTENNIAL PLAZA LOCATED IN GATLINBURG, TN. SUPPORT FOR ARROWMONT SCHOOL OF ARTS AND CRAFTS IS ALSO RELATED TO THE HERITAGE AND HISTORY OF PI BETA PHI. 269207 245098 PI BETA PHI FOUNDATION FUNDS A BROAD ARRAY OF PROGRAMS DESIGNED TO BENEFIT THE FRATERNITY, ITS MEMBERS AND THE COMMUNITY AT LARGE. LEADERSHIP PROGRAMMING EDUCATES UNDERGRADUATE WOMEN AND ALUMNAE TO DEVELOP THE NEXT GENERATION OF LEADERS EQUIPPED TO SERVE THEIR COMMUNITIES AND TO COMBAT ILLITERACY, SO THAT PI PHI CAN WORK TOWARDS ITS MISSION TO CONTRIBUTE TO THE BETTERMENT OF SOCIETY. SCHOLARSHIPS ASSIST WOMEN IN UNDERGRADUATE AND GRADUATE SCHOOL PROGRAMS, AS WELL AS ALUMNAE CONTINUING EDUCATION AWARDS. THERE WERE 104 AWARDS TOTALING $306,046 MADE IN FY24-25. SPECIFIC PHILANTHROPIC PROGRAMS ASSIST INDIVIDUALS IN DIRE FINANCIAL DISTRESS, SUPPORT THE HERITAGE AND HISTORY OF HOLT HOUSE AND PROVIDE ASSISTANCE FOR EDUCATIONAL AREA GRANT PROGRAMS FOR SPECIFIC CHAPTER HOUSING, AND PROVIDE ESSENTIAL SUPPORT FOR PI PHI'S LITERACY EFFORTS, INCLUDING CHAMPIONS ARE READERS, ARROW IN THE ARCTIC, AND FIRST BOOK. LITERALLY TENS OF THOUSANDS OF CHILDREN WERE ASSISTED THROUGH PI PHI'S LITERACY EFFORTS IN FY24-25. 592257 539216 LEADERSHIP IS AT THE CORE OF PI BETA PHI, DATING BACK TO ITS FOUNDINGIN 1867 IN MONMOUTH, IL. PI BETA PHI HAS BEEN A LEADER IN DEVELOPINGWOMEN OF INTELLECT, COURAGE, INTEGRITY AND COMMITTED TO SERVICE. IT WASTHIS FOCUS ON LEADERSHIP THAT ENABLED PI BETA PHI TO BE THE FIRST GREEKLETTERED ORGANIZATION TO ADOPT ITS OWN PHILANTHROPY IN 1912. TODAY,LEADERSHIP PROGRAMMING IS A KEY PART OF THE MEMBERSHIP EXPERIENCE ATALL LEVELS OF THE ORGANIZATION, FROM UNDERGRADUATE COLLEGIANS TOALUMNAE OF ALL AGES. EVERY LEADERSHIP PROGRAM OFFERED BY PI BETA PHIFRATERNITY FOR WOMEN IS SUPPORTED IN SOME WAY BY PI BETA PHI FOUNDATIONGRANTS. THESE PROGRAMS INCLUDE PI PHI'S TRADEMARKED LEADING WITH VALUESPROGRAMMING, CRITICAL CONVERSATIONS, LEADERSHIP ACADEMIES ANDCONVENTION, ONLINE LEARNING, LEADERSHIP INSTITUTE PREPARING YOUNG WOMENTO MAKE THE IMPOSSIBLE THE INEVITABLE, AND THE LEADERSHIP DEVELOPMENTCONSULTANT PROGRAM. LEADERSHIP PROGRAMMING EDUCATES UNDERGRADUATE WOMENAND DEVELOPS THE NEXT GENERATION OF LEADERS, CREATING IMPACT ON OURCOMMUNITIES, FAMILIES AND LEADING THE WAY TO FIGHT ILLITERACY. 592257 539216 4141652 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 6 0 1 8 1 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 AL AK AR CA CT FL GA HI IL KS KY NH MD MA MI MN MS WI WV VA UT TN SC RI PA OR OK NC NY X KIM SHERMAN 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 WENDY LABRECHE PRATT PRESIDENT 12.00 X X 0 0 0 KIM BARGER DURAND SECRETARY 8.00 X X 0 0 0 KATHLEEN MERIANO VP - DEVELOPMENT 9.00 X X 0 0 0 DONNA BUTTERWORTH VP - FINANCE 5.00 X X 0 0 0 ALISON VEIT HEAFITZ TRUSTEE 3.00 X 0 0 0 LESLIE MAGNUS TRUSTEE 3.00 X 0 0 0 CONNELL SULLIVAN BRANAN TRUSTEE 4.00 X 0 0 0 MICHAEL BETTIN TRUSTEE 4.00 X 0 0 0 CINDY RICE SVEC TRUSTEE 4.00 X 0 0 0 ANA MANCEBO MILLER TRUSTEE 3.00 X 0 0 0 ALISA BROOKS RUDLANG TRUSTEE 2.00 X 0 0 0 JILL CARREL EXECUTIVE DIRECTOR 40.00 X 136026 0 6281 136026 0 6281 1 0 0 0 0 100586 199276 3302328 313730 3602190 1233793 1233793 3068267 2949259 119008 119008 119008 0 100586 120188 -120188 -120188 4834803 0 0 1232613 3392492 3392492 378246 378246 132430 42479 43607 46344 560162 178886 184946 196330 17822 5717 5868 6237 46894 15042 15441 16411 48541 15570 15984 16987 23380 938 2466 19976 26053 26053 132191 132191 15343 4242 7584 3517 141823 19189 15482 107152 102905 26278 25116 51511 43570 13507 16121 13942 43193 19742 7429 16022 2317 2317 2513 779 930 804 DUES/SUBSCRIPTIONS 36788 11773 12320 12695 BANK & CARD FEES 34102 34102 PUBLIC RELATIONS 22139 13932 2110 6097 MISCELLANEOUS 12291 1311 4749 6231 4780 1529 1578 1673 5219975 4141652 522292 556031 49149 29807 7714122 6983533 1591643 1030338 37606 34350 5573 3256 26828561 29938008 82941 135049 82627 101236 36354616 38221227 595283 729130 595283 729130 X 15068682 16730469 20690651 20761628 35759333 37492097 36354616 38221227 -385172 2117936 0 X 0 1 X 1 0 X 3586438 6931095 3112155 3469248 3602190 20701126 3586438 6931095 3112155 3469248 3602190 20701126 1494841 19206285 591130 783253 883870 1115276 1233793 4607322 25308448 0.75890 0.79560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21390894 306198 2385586 540835 23541843 19046197 796669 1965194 417166 21390894 17794356 382 1623645 372186 19046197 19939012 775991 -2508446 412201 17794356 15881476 411380 4051553 405397 19939012 0.35650 0.46290 0.18060 0 0 320 320 0 37286 34030 3256 3256 6818590 2117936 2117936 4700654 132191 1958 134149 4834803 5085826 0 5085826 132191 1958 134149 5219975 PART V, LINE 4: THE FOUNDATION'S ENDOWNMENT CONSISTS OF 94 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND INCLUDES BOTH DONOR-RESTRICTED ENDOWNMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWNMENTS. SEE PART III OF FORM 990 FOR THE DESCRIPTIONS OF THE PROGRAMS SUPPORTED, PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF OTHER EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF OTHER EXPENSES X 0 MARKETING COMMUNICATION RESOURCES INC 4800 EAST 345TH STREET WILLOUGHBY OH 44094 DIRECT MAIL 0 217028 60320 217028 217028 60320 217028 CONVENTION EVENT 100586 100586 120188 100586 100586 120188 120188 -120188 1 AR ALPHA HOUSING CORP 1852 E JOYCE B FAYETTEVILLE AR 72701 237114376 501(C)(7) 27000 0 HOUSING COLORADO ALPHA OF PI BETA PHI 890 11TH STREET BOULDER CO 80302 840291850 501(C)(7) 5794 0 HOUSING INDIANA UNIVERSITY - BLOOMINGTON 107 S INDIANA AVE BLOOMINGTON IN 47405 356001673 501(C)(3) 11500 0 EDUCATION/INDIVIDUAL SCHOLARSHIP IOWA STATE UNIVERSITY 100 ENROLLMENT SERVICE CENTER AMES IA 50011 427000664 501(C)(3) 10000 0 EDUCATION/INDIVIDUAL SCHOLARSHIP J L KING CENTER PO BOX 2323 STARKVILLE MS 39760 842105883 501(C)(3) 5898 0 LITERACY LAWRENCE PUBLIC LIBRARY FRIENDS & FOUNDATION PO BOX 973 LAWRENCE KS 66044 480858281 501(C)(3) 5686 0 LITERACY LOUISIANA STATE UNIVERSITY 1146 PLEASANT HILL BATON BOUGE LA 70803 726000848 501(C)(3) 10000 0 EDUCATION/INDIVIDUAL SCHOLARSHIP MEDICAL UNIVERSITY OF SOUTH CAROLINA 169 ASHLEY AVE CHARLESTON SC 29425 576000722 501(C)(3) 5300 0 EDUCATION/INDIVIDUAL SCHOLARSHIP MISSOURI ALPHA CHAPTER OF PI BETA PHI 511 ROLLINS STREET COLUMBIA MO 65201 430457640 501(C)(7) 1083449 0 HOUSING MN ALPHA CHAPTER OF PI BETA PHI 2221 UNIVERSITY AVE SE MINNEAPOLIS MN 55455 416025126 501(C)(7) 15269 0 HOUSING MS GAMMA CHAPTER OF PI BETA PHI PO BOX 6219 MISSISSIPPI STATE MS 39762 263885107 501(C)(7) 5180 0 HOUSING OK BETA OF PI BETA PHI HOUSING CORP 324 S CLEVELAND STREET STILLWATER OK 74074 730401920 501(C)(7) 1210315 0 HOUSING OKLAHOMA ALPHA CHAPTER OF PI BETA PHI 1701 ELM AVE NORMAN OK 73072 736111847 501(C)(7) 10704 0 HOUSING PI BETA PHI FRATERNITY 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 370464584 501(C)(7) 397741 0 LITERACY, LEADERSHIP AND HERITAGE TEXAS ETA CHAPTER OF PI BETA PHI CORPORATION 510 BERARD STREET DENTON TX 76201 510195911 501(C)(7) 406548 0 HOUSING THE GEORGE WASHINGTON UNIVERSITY 800 21ST STREET WASHINGTON DC 20052 521551326 501(C)(3) 8900 0 EDUCATION/INDIVIDUAL SCHOLARSHIP THE LEAP FROG PROGRAM PO BOX 2367 OXFORD MS 38655 640937147 501(C)(3) 21850 0 LITERACY TUSCALOOSA EDUCATION FOUNDATION PO BOX 2491 TUSCALOOSA AL 35403 631138460 501(C)(3) 20000 0 LITERACY UNIVERSITY OF MIAMI - SCHOOL OF LAW 1311 MILLER DRIVE CORAL GABLES FL 33146 590224458 501(C)(3) 5800 0 EDUCATION/INDIVIDUAL SCHOLARSHIP UNIVERSITY OF MINNESOTA 231 PILLSBURY DRIVE SE MINNEAPOLIS MN 55455 416007513 501(C)(3) 5400 0 EDUCATION/INDIVIDUAL SCHOLARSHIP UNIVERSITY OF MISSISSIPPI PO BOX 1848 UNIVERSITY MS 38677 646001159 501(C)(3) 16000 0 EDUCATION/INDIVIDUAL SCHOLARSHIP CORNELL UNIVERSITY 341 PONE TREE ROAD ITHACA NY 14850 150532082 501(C)(3) 5960 0 EDUCATION/INDIVIDUAL SCHOLARSHIP UNIVERSITY OF RICHMOND 410 WESTHAMPTON WAY UNIVERSITY OF RICHMOND VA 23173 540505965 501(C)(3) 7000 0 EDUCATION/INDIVIDUAL SCHOLARSHIP UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK LOS ANGELES CA 90089 951642394 501(C)(3) 11950 0 EDUCATION/INDIVIDUAL SCHOLARSHIP EMMA HARPER TURNER FUND 12 63300 ALUMNAE CONTINUING EDUCATION 4 15900 GRADUATE FELLOWSHIP SCHOLARSHIPS 9 33850 ENDOWED SCHOLARSHIP 63 213223 OTHER SCHOLARSHIPS 29 51973 PART I, LINE 2: FOR ALL DISBURSEMENTS OUTLINED IN PART II, GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT A USE OF FUNDS REPORT WHICH DOCUMENTS THAT THE FUNDS HAVE BEEN EXPENDED AS OUTLINED IN THE ORIGINAL GRANT APPLICATION FORM. SHOULD EXCESS FUNDS REMAIN, THE GRANTEE RETURNS THOSE FUNDS TO THE FOUNDATION. FOR ALL DISBURSEMENTS OUTLINED IN PART III, AN APPLICATION IS REQUIRED WITH APPROPRIATE DOCUMENTATION OF FINANCIAL NEED FOR ALL GRANTS OF ASSISTANCE, WHETHER DIRECT FINANCIAL ASSISTANCE TO MEMBERS IN NEED (EMMA HARPER TURNER OR EHT AWARDS) OR UNDERGRADUATE SCHOLARSHIPS, GRADUATE FELLOWSHIPS OR ALUMNAE CONTINUING EDUCATION AWARDS. COMMITTEES REVIEW EVERY APPLICATION FOR ASSISTANCE TO DETERMINE ELIGIBILITY. FINANCIAL NEED MUST BE CLEARLY DEMONSTRATED. THE BOARD OF TRUSTEES VOTE ON COMMITTEE RECOMMENDATIONS FOR THE EHT AWARDS. ALUMNAE MEMBERS RECEIVE THE EHT ASSISTANCE DIRECTLY; COLLEGIATE MEMBERS HAVE THEIR EHT ASSISTANCE SENT DIRECTLY TO THEIR COLLEGE OR UNIVERSITY. FOR ALL SCHOLARSHIPS, THE FOUNDATION SUBMITS PAYMENTS DIRECTLY TO THE APPROPRIATE COLLEGE OR UNIVERSITY. SHOULD THE STUDENT WITHDRAW, THOSE FUNDS ARE REFUNDED TO THE FOUNDATION. THE UNIVERSITY IS RESPONSIBLE TO APPLY THE SCHOLARSHIP FUNDS TO THE APPROPRIATE STUDENT ACCOUNT; THE FOUNDATION COMMUNICATES DIRECTLY WITH EACH STUDENT SO THEY KNOW WHAT AMOUNT OF FUNDS TO EXPECT TO BE APPLIED TO THEIR ACCOUNT. FOR MISCELLANEOUS GRANT AMOUNTS, THE SAME PROCESS OUTLINED FOR PART II APPLIES. X 10 313730 MARKET QUOTES 0 1 1 PART I, LINE 32B: FOR ANY CONTRIBUTIONS OF STOCK AND OTHER PUBLICLY TRADED SECURITIES, THE FOUNDATION USES A THIRD-PARTY INVESTMENT MANAGER TO HOLD THE SECURITIES, MONITOR PERFORMANCE AND SELL, AS NECESSARY, UNDER THE TERMS OF THE FOUNDATION'S INVESTMENT POLICY. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING. AFTER ALLOWING TIME FOR INDIVIDUAL REVIEW, THE BOARD WILL MEET TO DISCUSS ANY QUESTIONS THAT MAY ARISE. AT THE CONCLUSION OF THE CALL, THE FOUNDATION PRESIDENT WILL CALL FOR A BOARD VOTE TO APPROVE ACCEPTANCE OF THE FORM 990 AS SHOWN. THE PRESIDENT OR VICE PRESIDENT OF FINANCE WILL SIGN THE 990 ON BEHALF OF THE ORGANIZATION, AND IT WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY MAJOR CONTRACTS FOR SERVICE (AUDIT, DIRECT MAIL, AND OTHERS) ARE REVIEWED AS PART OF THE BUDGET PROCESS. THE FOUNDATION'S POLICIES AND PROCEDURES INDICATE TO ANNUALLY REVIEW CONTRACTS FOR ANY CONFLICTS. BOARD MEMBERS ARE ALSO REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THESE ARE REVIEWED AND APPROPRIATE ACTIONS TAKEN AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL COMPENSATION ADJUSTMENTS ARE APPROVED BY THE BOARD. AFP SALARY SURVEY INFORMATION WAS USED IN 2022 TO ASSURE THE EXECUTIVE DIRECTOR'S COMPENSATION WAS IN LINE WITH MARKET NORMS. THERE ARE CURRENTLY NO EMPLOYEES DESCRIBED IN 15B. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION WILL FURNISH SUCH DOCUMENTS UPON REASONABLE, WRITTEN REQUEST. PBP HOLDINGS LLC 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 431542735 INVESTMENTS TN -124 0 PI BETA PHI FOUNDATION