2026-06-12T07:36:30-05:00 2025-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-08-01 752184529 DELTA DELTA DELTA FOUNDATION DELT 8176338001 14951 NORTH DALLAS PKWY STE 500 DALLAS TX 75254 DANIEL E DUNCAN II COO 8176338001 2026-06-03 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-05-29 2024 2025-03-06 01:10:19Z DIANE Y PETERSEN MD 14951 NORTH DALLAS PKWY STE 500 DALLAS TX 75254 18526133 0 X WWW.TRIDELTA.ORG/FOUNDATION X 1988 TX TRI DELTA'S FOUNDATION RAISES FUNDS TO PROVIDE TRANSFORMATIONAL PROGRAMS, SCHOLARSHIPS AND EMERGENCY FINANCIAL SUPPORT TO EMPOWER OUR SISTERS FOR A LIFETIME. WE INVEST IN WOMEN. WE ARE THE ONLY ORGANIZATION THAT CONNECTS OUR NEARLY 250,000 MEMBERS WITH WAYS TO EMPOWER COLLEGIATE AND ALUMNAE WOMEN. WE ARE SISTERS HELPING SISTERS. 12 12 5 50 0 0 2611934 7466180 0 0 912365 1518325 0 8514 3524299 8993019 2148559 2563698 0 0 973535 647160 0 165387 963011 830121 1196301 3952215 4572546 -427916 4420473 24518886 29300898 38057 161170 24480829 29139728 X TRI DELTA'S FOUNDATION RAISES FUNDS TO PROVIDE TRANSFORMATIONAL PROGRAMS, SCHOLARSHIPS AND EMERGENCY FINANCIAL SUPPORT TO EMPOWER OUR SISTERS FOR A LIFETIME. WE INVEST IN WOMEN. WE ARE THE ONLY ORGANIZATION THAT CONNECTS OUR NEARLY 250,000 MEMBERS WITH WAYS TO EMPOWER COLLEGIATE AND ALUMNAE WOMEN. WE ARE SISTERS HELPING SISTERS. 0 0 3045582 2563697 TRI DELTA'S FOUNDATION AWARDS UNDERGRADUATE AND GRADUATE SCHOLARSHIPS TO TRI DELTA MEMBERS ALONG WITH NEEDS BASED GRANTS TO MEMBERS FACING A FINANCIAL CRISIS. THE FOUNDATION ALSO AWARDS GRANTS TO THE FRATERNITY FOR EDUCATIONAL AND LEADERSHIP PURPOSES. EDUCATIONAL SCHOLARSHIPS TOTALING $483,816 WERE AWARDED TO 222 MEMBERS. EMERGENCY FINANCIAL ASSISTANCE TOTALING $190,584 WAS GRANTED TO 36 MEMBERS THROUGH OUR CRESCENT FUNDS. OVER $872,243 WAS GRANTED TO TRI DELTA'S FRATERNITY TO SUPPORT EDUCATIONAL AND LEADERSHIP PROGRAMMING, INCLUDING CAREER READINESS, MENTAL HEALTH EDUCATION, AND SEXUAL ASSAULT PREVENTION, BENEFITING OVER 22,487 MEMBERS. ADDITIONALLY, GRANTS TOTALING $835,441 FOR EDUCATIONAL SPACE AT AT 19 TRI DELTA HOUSES BENEFITED OVER 2,000 MEMBERS. 3045582 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CO CT FL GA HI IL IN KS KY LA MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X THE ORGANIZATION 8176338001 14951 NORTH DALLAS PKWY STE 500 DALLAS TX 75254 X DIANE Y PETERSEN MD FOUNDATION BOARD CHAIR 10.00 X X 0 0 0 APRIL MATHIS VORIS FOUNDATION BOARD VICE CHAIR 10.00 X X 0 0 0 SUSANNE WASSON FOUNDATION BOARD TREASURER 10.00 X X 0 0 0 ASHLEY BASKERVILLE FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 CRYSTAL WHITE BLAYLOCK FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 JULIA SIRCAR FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 JULIE COFFMAN DOSS FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 LENORA OETERS FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 MICHELLE POPP SHIMBERG FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 GAYLE JENNINGS O'BYRNE FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 MEG SEVERINO FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 SANDY FERY FOUNDATION BOARD TRUSTEE 10.00 X 0 0 0 KAREN HUGHES WHITE CEO THROUGH 3/6/24 5.00 X 0 0 0 MINDY TUCKER FLETCHER CEO AS OF 3/7/24 5.00 X 0 0 0 BARBARA HALL CFO THROUGH 4/17/24 10.00 X 0 0 0 MICHAEL BENNETT CFO AS OF 6/7/24 10.00 X 0 0 0 BETH BURKES CDO 40.00 X 187907 0 12002 187907 0 12002 1 0 1 1 0 7466180 314880 7466180 887359 887359 8514 8514 10164080 9533114 630966 630966 630966 8993019 0 0 1526839 1888298 1888298 674400 674400 1000 1000 564807 225923 169442 169442 38766 15506 11630 11630 43587 17435 13076 13076 29195 29195 46035 46035 165387 165387 52685 52685 9352 3741 2806 2805 177240 177240 51870 511 51359 21380 2829 18551 114687 16506 62770 35411 19463 2800 10653 6010 1820 1820 651 651 SHARED OFFICE EXPENSES 499932 199973 149980 149979 FUNDRAISING CAMPAIGN 144535 144535 MISCELLANEOUS 25079 7493 17586 DUES AND PUBLICATIONS 2377 2377 4572546 3045582 563953 963011 1300550 1668831 3940307 16073 4775 11378 13602 23112324 23673383 78561 24518886 29300898 38057 161170 38057 161170 X 3183126 2382116 21297703 26757612 24480829 29139728 24518886 29300898 4420473 238413 13 0 X 0 1 X 1 0 X 3098714 3872339 3859480 2611934 7466180 20908647 3098714 3872339 3859480 2611934 7466180 20908647 2061856 18846791 505696 530299 634328 668712 895873 3234908 200 200 24143755 0.78060 0.78770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10046633 282534 708577 629292 10408452 9497928 96631 859174 407100 10046633 8414785 1068054 377769 362680 9497928 9183143 28127 -491550 304935 8414785 7796967 127910 1483250 224984 9183143 0.05300 0.74350 0.20350 0 0 0 X 9178747 238413 238413 8940334 52685 52685 8993019 4519861 0 4519861 52685 52685 4572546 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF SIXTY DONOR-RESTRICTED FUNDS PLUS ONE FUND WITHOUT DONOR RESTRICTIONS THAT HAVE BEEN DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS AN ENDOWMENT. ALL OF THE DONOR-RESTRICTED ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, GRANTS AND AWARDS, TRUST CHARGES, AND ADMINISTRATIVE FEES. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2024. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). X X X 1 PENNINGTON & COMPANY FUNDRAISING LLC 501 GATEWAY DRIVE LAWRENCE KS 66049 CONSULTING 0 0 165387 -165387 165387 -165387 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 DELTA DELTA DELTA FRATERNITY 14951 NORTH DALLAS PARKWAY STE 500 DALLAS TX 75254 362374316 501(C)(7) 872243 0 EDUCATIONAL AND LEADERSHIP GRANTS THETA GAMMA HC 3349 BRUSH CREEK ROAD OKLAHOMA CITY OK 73120 736103501 501(C)(2) 527664 0 EDUCATIONAL SPACE TRI DELTA HOUSING 14951 NORTH DALLAS PARKWAY STE 500 DALLAS TX 75254 752551811 501(C)(2) 116632 0 EDUCATIONAL SPACE PHI ETA HC PO BOX 80828 ATLANTA GA 303660828 237328233 501(C)(2) 178996 0 EDUCATIONAL SPACE NU HC 881 MIDDLEBURY DRIVE N WORTHINGTON OH 43085 316055164 501(C)(2) 12149 0 EDUCATIONAL SPACE 0 5 EDUCATIONAL SCHOLARSHIPS 222 483816 EMERGENCY FINANCIAL ASSISTANCE - COLLEGIATE 17 56500 EMERGENCY FINANCIAL ASSITANCE - ALUMNAE 19 134084 PART I, LINE 2: SCHOLARSHIP MONIES ARE ISSUED AT THE BEGINNING OF THE FALL TERM OF THE ACADEMIC YEAR AWARDED. AFTER RECIPIENTS ACKNOWLEDGE THAT AWARDS WILL BE USED ONLY FOR ACADEMIC EXPENSES, FUNDS ARE ELECTRONICALLY DEPOSITED INTO EACH RECIPIENT'S BANK ACCOUNT. A RECIPIENT MUST BE AN ACTIVE, DUES PAYING CHAPTER MEMBER IN GOOD STANDING DURING THE FULL ACADEMIC YEAR. EDUCATIONAL HOUSING GRANT RECIPIENTS MUST HAVE A TAX DETERMINATION LETTER ON FILE, COMPLETE THE GRANT APPLICATION AND SUBMIT RECEIPTS FOR WORK COMPLETED. FUNDS ARE AWARDED ON A QUARTERLY BASIS WHEN PROPER DOCUMENTATION IS RECEIVED AND APPROVED BY THE CEO. 0 0 0 0 0 0 0 0 0 BETH BURKES CDO 187907 0 0 0 0 0 3263 0 8739 0 199909 0 0 0 FORM 990, PART VII, LINE 5 CERTAIN OFFICERS OF THE FOUNDATION ARE EMPLOYED AND COMPENSATED BY DELTA DELTA DELTA FRATERNITY, AN AFFILIATED BUT UNRELATED ORGANIZATION FOR FORM 990 REPORTING PURPOSES. DURING CALENDAR YEAR 2024, THE FOUNDATION HAD TWO INDIVIDUALS SERVE IN THE ROLE OF CHIEF EXECUTIVE OFFICER AND TWO INDIVIDUALS SERVE IN THE ROLE OF CHIEF FINANCIAL OFFICER DUE TO LEADERSHIP TRANSITIONS DURING THE YEAR. FOR CALENDAR YEAR 2024, AGGREGATE COMPENSATION PAID BY DELTA DELTA DELTA FRATERNITY ATTRIBUTABLE TO INDIVIDUALS SERVING IN THE CEO ROLE TOTALED $467,376, INCLUDING TRANSITION AND SEPARATION COMPENSATION PAID TO THE FORMER CEO. AGGREGATE COMPENSATION ATTRIBUTABLE TO INDIVIDUALS SERVING IN THE CFO ROLE TOTALED $244,815. THE AMOUNTS REPORTED REPRESENT COMBINED COMPENSATION PAID TO MULTIPLE INDIVIDUALS WHO SERVED IN THESE POSITIONS DURING THE YEAR AND DO NOT REPRESENT COMPENSATION PAID TO ANY ONE INDIVIDUAL. APPROXIMATELY TEN PERCENT OF THE COMPENSATION FOR THESE OFFICERS WAS ALLOCABLE TO SERVICES PROVIDED TO THE FOUNDATION X 19 314880 FMV 0 0 1 PART I, LINE 32B: DONATIONS OF PUBLICLY TRADED STOCK ARE PROCESSED BY THE ORGANIZATION'S INVESTMENT ADVISOR. SECURITIES OUTSIDE THE ORGANIZATION'S PORTFOLIO ARE SOLD AND PROCEEDS ARE INVESTED ACCORDING TO THE INVESTMENT POLICY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCE COMMITTEE REVIEWS THE FORM 990 AND IT IS THEN PROVIDED TO THE ORGANIZATION'S BOARD OF TRUSTEES FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH FOUNDATION TRUSTEE, OFFICER AND VOLUNTEER OF THE FOUNDATION SHALL BE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF A BIENNIUM OR AT THE BEGINNING OF SERVICE IF THAT DOES NOT COINCIDE WITH THE BEGINNING OF A BIENNIUM. EACH INDIVIDUAL SHALL SIGN AND DATE THE POLICY. SIGNED DOCUMENTS SHALL BE RETURNED TO FOUNDATION STAFF WITH A COPY RETURNED TO EACH INDIVIDUAL SIGNER. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED, THE INDIVIDUAL SHALL DISCLOSE IN WRITING THE EXISTENCE OF THE CONFLICT TO THE CHAIR OF THE BOARD OF TRUSTEES AND THE FOUNDATION CDO PRIOR TO: MAKING, OR PARTICIPATING IN ANY FOUNDATION OR FRATERNITY DECISIONS INVOLVING THE SITUATION IN WHICH THE CONFLICT OF INTEREST EXISTS; ACCEPTING A GIFT, BENEFIT OR SERVICE THAT MIGHT REPRESENT A CONFLICT OF INTEREST; ACTING IN RELATION TO A DONOR OR PROSPECTIVE DONOR. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND CFO ARE COMPENSATED THROUGH AN AFFILIATED, BUT UNRELATED ORGANIZATION. THAT ORGANIZATION ESTABLISHES COMPENSATION POLICIES. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF ANNUAL REPORTS, GOVERNING DOCUMENTS, POLICIES AND GUIDELINES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.