2025-11-13T14:56:17-06:00 2025-06-30 954108809 FRAZER LLP 2400 E KATELLA AVE STE 900 ANAHEIM CA 92806 990EZ 2024-07-01 956096554 PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA PHIB 3109988588 258 BARLOCK AVE LOS ANGELES CA 90049 JOAN CHU REESE TREASURER 3109988588 2025-11-13 1 0 JANE M WARREN P00420281 7149901040 2024 2025-03-06 01:10:19Z X X X PBKSOCALALUMNI.COM X X 13552 X 4042 8323 1180 767 413 7 12785 5500 5758 11258 1527 96690 0 98217 96690 98217 96690 98217 0 0 96690 98217 X PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA OFFERS EDUCATIONAL SCHOLARSHIPS TO STUDENTS AND PROVIDES EDUCATIONAL EVENTS FOR MEMBERS. OFFER SMALL SCHOLARSHIPS TO NUMEROUS STUDENTS SELECTED BY THEIR SCHOOLS. 5500 5500 5500 BETTE NAPOLI HARRIS NEWSLETTER AND PROGRAMS CO 2.00 0 0 0 CAROLANN BENNETT GRADUATE STUDY SCHOLARSHIP 4.00 0 0 0 ELLA SINFIELD SECRETARY, AND VP PROGRAMS 1.00 0 0 0 HELEN LEE EVP, CHAIR HIGH SCHOOL SCHOLARSHIPS 6.00 0 0 0 JAEL GALLAGHER SVP AND VP, PROGRAMS 1.00 0 0 0 JAMES J HERR COUNCILOR 1.00 0 0 0 JAMES RAGAN COUNCILOR 3.00 0 0 0 JOAN CHU REESE TREASURER 3.00 0 0 0 MELISA C GALVAN PRESIDENT AND WEBMASTER 10.00 0 0 0 ROGER ZHANG COUNCILOR AND VP, YOUNG PR 2.00 0 0 0 STEFAN JAMES KIRCHANSKI COUNCILOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA JOAN CHU REESE 568 ALMAR AVENUE PACIFIC PALISADES CA 90272 3109988588 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 24895 25506 15035 19229 13545 98210 24895 25506 15035 19229 13545 98210 98210 7 7 12 12 98229 0.99980 0.99990 X FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: INTEREST INCOME - MORGAN STANLEY #5045. AMOUNT: 7. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COURTAULD INSTITUTE. GRANTEE ADDRESS: VERNON SQUARE, PENTON RISE, LONDON WC1X 9EW LONDON, UNITED KINGDOM. DATE OF GIFT: 06/30/25. AMOUNT GIVEN: 750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BROWN UNIVERSITY. GRANTEE ADDRESS: 155 ANGELL STREET PROVIDENCE, RI 02912. DATE OF GIFT: 06/24/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, SANTA BARBARA. GRANTEE ADDRESS: UNIVERSITY OF CALIFORNIA, SANTA BARBARA SANTA BARBARA, CA 93106. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, LOS ANGELES. GRANTEE ADDRESS: LOS ANGELES, CA 90095 LOS ANGELES, CA 90095. DATE OF GIFT: 10/09/24. AMOUNT GIVEN: 750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, DAVIS. GRANTEE ADDRESS: 1 SHIELDS AVE DAVIS, CA 95616. DATE OF GIFT: 08/16/24. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SAN JOSE STATE UNIVERSITY. GRANTEE ADDRESS: 1 WASHINGTON SQ SAN JOSE, CA 95192. DATE OF GIFT: 08/13/24. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK AND MERCHANT FEES. AMOUNT: 290. DESCRIPTION: PROGRAM MANAGEMENT SOFTWARE. AMOUNT: 5,304. DESCRIPTION: DOJ FILING FEE. AMOUNT: 25. DESCRIPTION: DOMAIN HOSTING FEE. AMOUNT: 139. TOTAL TO FORM 990-EZ, LINE 16: 5,758. 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.