2025-11-17T11:28:02-06:00 2024-12-31 310829879 WILSON SHANNON & SNOW INC 10 WEST LOCUST STREET NEWARK OH 43055 990EZ 2024-01-01 311601500 MU CHAPTER OF SIGMA CHI FOUNDATION MUCH 3052068181 PO BOX 415 GRANVILLE OH 43023 DEAN WEAVER PRESIDENT 3052068181 2025-11-17 1 1 CRYSTAL J KENT CPA P00492294 7403456611 2025-11-17 2024 2025-03-06 01:10:19Z X N/A X X 70439 X 41250 212 28977 18320 10657 52119 1810 664 2474 49645 42125 -2972 88798 X 42923 88864 857 0 43780 88864 1655 66 42125 88798 X THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE FUNDS TO ASSIST THE SIGMA CHI FRATERNITY CHAPTER AT DENISON UNIVERSITY TO PROMOTE AND FULFILL ITS EDUCATION-RELATED INITIATIVES. TO ASSIST THE SIGMA CHI FRATERNITY CHAPTER AT DENISON UNIVERSITY TO PROMOTE AND FULFILL ITS EDUCATION-RELATED INITIATIVES, BENEFITING DENISON UNIVERSITY AND THE COMMUNITY. 0 857 857 JAMES HARTENSTEIN VICE PRESIDENT/TREASURER 1.00 0 0 0 WILLIAM MASON DIRECTOR 1.00 0 0 0 DEAN WEAVER PRESIDENT 1.00 0 0 0 RICHARD DUSTERBERG SECRETARY 1.00 0 0 0 ALEXANDER THOMSON PRESIDENT (THRU MARCH 2024) 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OH JAMES HARTENSTEIN PO BOX 415 GRANVILLE OH 43023 3052068181 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 10150 16500 39450 13900 41250 121250 10150 16500 39450 13900 41250 121250 104365 16885 3 0 74 793 212 1082 122332 0.13800 0.13190 X FACTS AND CIRCUMSTANCES TEST UNDER TREAS REG 1.170A-9(F)(3) FOR THE ORGANIZATION ("FOUNDATION").PERCENTAGE OF PUBLIC SUPPORT:THE FOUNDATION'S PUBLIC SUPPORT NORMALLY RECEIVED IS MORE THAN 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION.ATTRACTION OF PUBLIC SUPPORT/SOURCES OF PUBLIC SUPPORT:THE FOUNDATION MAINTAINS A CONTINUED AND BONA FIDE PROGRAM FOR THE ATTRACTION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY AND ITS MEMBERSHIP, THE SCOPE OF WHICH IS REASONABLE IN LIGHT OF THE FOUNDATION'S ACTIVITIES. THE FOUNDATION RAISES FUNDS TO PROMOTE EDUCATION-RELATED ACTIVITIES AT DENISON UNIVERSITY ("DENISON"). FUNDRAISING EFFORTS CONDUCTED HAVE BENEFITED DENISON AND SURROUNDING CENTRAL OHIO COMMUNITIES. THE FOUNDATION SOLICITS CONTRIBUTIONS FROM (A) MEMBERS OF THE ALUMNI ASSOCIATION OF MU CHAPTER, SIGMA CHI (THE "ALUMNI ASSOCIATION"), (B) CURRENT MEMBERS OF THE MU CHAPTER OF SIGMA CHI FRATERNITY (THE "FRATERNITY"), (C) THE FAMILIES OF FORMER MEMBERS OF THE ALUMNI ASSOCIATION AND FRATERNITY, AND (D) THE FAMILIES AND FRIENDS OF CURRENT MEMBERS OF THE FRATERNITY. THERE ARE CURRENTLY 1,100+ MEMBERS OF THE ALUMNI ASSOCIATION, AND THE FOUNDATION HAS RECEIVED CONTRIBUTIONS NOT ONLY FROM THOSE MEMBERS, BUT ALSO FROM THEIR FAMILIES, INCLUDING WIDOWS OF DECEASED MEMBERS WHO HAVE MADE MEMORIAL CONTRIBUTIONS TO THE FOUNDATION. THE FOUNDATION SOLICITS FUNDS IN PERSONAL MEETINGS, BY MAIL , ONLINE AND THROUGH THE ALUMNI ASSOCIATION'S SOCIAL MEDIA PAGES.GOVERNING BODY:THE FOUNDATION'S GOVERNING BODY IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, RATHER THAN THE PERSONAL OR PRIVATE INTEREST OF A LIMITED NUMBER OF DONORS. THE MEMBERS OF THE BOARD OF TRUSTEES ARE DESIGNATED BY THE MEMBERS OF THE ALUMNI ASSOCIATION, AND MEMBERSHIP ON THE BOARD IS OPEN TO ANYONE COMMITTED TO SERVING THE FOUNDATION. NEITHER THE FOUNDATION'S ARTICLES OF INCORPORATION NOR ITS BYLAWS PLACE ANY RESTRICTIONS ON WHO MAY SERVE ON THE BOARD OF TRUSTEES. AS DISCUSSED ABOVE, THERE ARE CURRENTLY 1,100+ MEMBERS OF THE ALUMNI ASSOCIATION. THEY ARE PERSONS OF ALL ETHNICITIES AND REPRESENT DIVERSE SOCIO-ECONOMIC AND CULTURAL GROUPS.THE TRUSTEES ARE ELECTED TO SERVE BASED ON THEIR DEVOTION TO THE EDUCATIONAL EFFORTS OF THE FRATERNITY AND THEIR LONG-STANDING COMMITMENTS TO DENISON AND THE GREATER COMMUNITY OF GRANVILLE, OHIO. FOR YEAR 2024 THERE WERE 5 VOTING TRUSTEES SERVING AT SOME POINT IN THE YEAR, MOST OF WHOM ARE RETIRED. NONE OF THE FOUNDATION'S TRUSTEES ARE RELATED TO EACH OTHER. ALEXANDER THOMSON, WHO SERVED AS THE FOUNDATION'S PRESIDENT UP UNTIL HIS PASSING, SPENT HIS CAREER AS A COLLEGE ADMINISTRATOR. HE SERVED AS A DEAN OF MEN AT OHIO STATE UNIVERSITY AND AS ASSOCIATE VICE PRESIDENT OF THE UNIVERSITY OF CINCINNATI MEDICAL CENTER, IN ADDITION TO SERVING AS A TRUSTEE OF DENISON. WILLIAM MASON WAS FOR MANY YEARS THE SUPERINTENDENT OF SCHOOLS IN HEATH, OHIO, A LARGE CONSOLIDATED DISTRICT IN THE MIDDLE OF THE STATE. RICHARD DUSTERBERG, ESQ, AN ATTORNEY, WAS A TRUSTEE OF RIO GRANDE COLLEGE IN RIO GRANDE, OHIO. JIM HARTENSTEIN SERVED AS SENIOR VICE PRESIDENT OF WENDY'S AND LITTLE CEASARS PIZZA AND CURRENTLY SERVES AS AN ALUMNI ADVISOR TO DENISON UNIVERSITY. DEAN WEAVER SERVED AS A CORPORATE ATTORNEY AND CURRENTLY SERVES AS A BOARD MEMBER FOR SEVERAL FOR PROFIT AND NONPROFIT ORGANIZATIONS. THE FOUNDATION ADDED TWO ADDITIONAL BOARD MEMBERS IN 2025 WHO ARE COMMITTED TO THE FOUNDATION AND THE FURTHERANCE OF ITS MISSION, WITH PROFESSIONAL QUALIFICATIONS IN THE DISCIPLINES OF ACCOUNTING AND INDUSTRY.PUBLIC FACILITIES OR SERVICES:HISTORICALLY, THE FOUNDATION'S PRIMARY ACTIVITY HAD BEEN THE REHABILITIATION OF THE MU CHAPTER RESIDENCE (THE "CHAPTER HOUSE") ON THE DENISON CAMPUS. THE CHAPTER HOUSE WAS CONSTRUCTED IN 1930 AND IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. IN ORDER TO ASSURE THAT THE CHAPTER HOUSE WOULD CONTINUE TO BE A POSITIVE INFLUENCE ACROSS THE DENISON COMMUNITY, THE ALUMNI ASSOCIATION DETERMINED THAT IT WAS ABSOLUTELY NECESSARY TO RESTORE AND UPGRADE THE FACILITIES OF THE CHAPTER HOUSE. THE FOUNDATION RAISED SIGNIFICANT CAPITAL FOR THIS REHABILITATION EFFORT AND PROVIDED GRANTS TO THE ALUMNI ASSOCIATION TO FACILIATE THE RENOVATIONS, WHICH WERE COMPLETED IN 2002.ALTHOUGH THE CHAPTER HOUSE HISTORICALLY HAS BEEN A FRATERNITY "RESIDENCE", NO FRATERNITY MEMBERS HAVE RESIDED THERE SINCE 1995. DENISON HAS LEASED THE TOP TWO STORIES OF THE CHAPTER HOUSE FOR ADMINISTRATIVE AND OFFICE SPACE SINCE 2000. THE FIRST STORY OF THE CHAPTER HOUSE INCLUDES A COMMON AREA, GROUP MEETING ROOMS, A COMPUTER ROOM, AND A LIBRARY, ALL OF WHICH ARE OPEN TO DENISON STUDENTS AND COMMUNITY RESIDENTS. BY FUNDING RENOVATIONS OF THE CHAPTER HOUSE, THE FOUNDATION HAS BENEFITED THE DENISON AND CENTRAL OHIO COMMUNITIES, AS WELL AS THE FRATERNITY'S EDUCATIONAL ACTIVITIES. TO THAT END, CAMPUS AND COMMUNITY ORGANIZATIONS HAVE CONTINUOUSLY HOSTED A SUBSTANTIAL NUMBER OF EVENTS IN THE FIRST STORY OF THE CHAPTER HOUSE, FREE OF CHARGE. THE ONLY RESTRICTION IMPOSED ON ALL GUESTS IS THAT THERE CANNOT BE ANY SMOKING OR USE OF ALCOHOLIC BEVERAGES. VARIOUS ORGANIZATIONS THAT HAVE USED THE SPACE IN 2024 INCLUDE: DENISON UNIVERSITY ADMINISTRATION, DEPARTMENTAL STAFF AND EMPLOYEES, FAMILIES OF STUDENTS, AND VARIOUS COMMUNITY GROUPS IN GRANVILLE, OHIO. WITH RENOVATION OF THE CHAPTER HOUSE COMPLETE, THE FOUNDATION WILL CONTINUE TO SERVE THE PUBLIC INTEREST THROUGH THE GRANTING OF ANNUAL SCHOLARSHIPS TO STUDENTS ENROLLED AT DENISON, IN ADDITION TO PURCHASING EQUIPMENT, SUPPLIES AND MATERIALS TO MEET THE EDUCATIONAL NEEDS OF THE DENISON COMMUNITY. THE SCHOLARSHIP RECIPIENTS WOULD NOT HAVE TO AFFILIATED WITH THE FRATERITY TO BE ELIGIBLE FOR THE AWARD, WHICH IS USED TO HELP DEFRAY THE COST OF TUITION, BOOKS AND OTHER ACADEMIC FEES.MEMBERSHIP:THE MEMBERS OF THE FOUNDATION ARE ALSO MEMBERS OF THE ALUMNI ASSOCIATION, AND THEY SERVE AS MEMBERS ONLY BY VIRTUE OF THEIR AFFILIATION WITH THE ALUMNI ASSOCIATION. THE FOUNDATION DOES NOT CHARGE MEMBERSHIP DUES OR IMPOSE ADDITIONAL RESTRICTIONS ON THE MEMBERSHIP. AS THERE ARE 1,100+ ACTIVE AND DIVERSE MEMBERS OF THE ALUMNI ASSOCIATION, FOUNDATION MEMBERSHIP IS CLEARLY AVAILABLE TO A BROAD CROSS-SECTION OF THE INTERESTED PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: DIVIDENDS. AMOUNT: 212. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 83. DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 581. TOTAL TO FORM 990-EZ, LINE 16: 664. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: DECREASE IN MARKET VALUE OF SECURITIES. AMOUNT: -2,972. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: EQUIPMENT. BEG. OF YEAR AMOUNT: 857. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 305. END OF YEAR AMOUNT: 66. DESCRIPTION: DUE TO ALUMNI ASSOCIATION. BEG. OF YEAR AMOUNT: 1,350. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.