2026-05-29T07:25:18-05:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2023-07-01 351976226 DELTA UPSILON EDUCATIONAL FOUNDATION DELT 3178758900 8705 FOUNDERS ROAD INDIANAPOLIS IN 46268 JUSTIN KIRK EXECUTIVE DIRECTOR 3178758900 2026-05-28 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2023 2025-03-06 01:10:19Z JUSTIN KIRK 8705 FOUNDERS ROAD INDIANAPOLIS IN 46268 3775439 0 X WWW.DUEF.ORG X 1949 IN EDUCATION AND DEVELOPMENT OF UNDERGRADUATES 12 12 0 12 0 0 2235139 2743819 0 0 167321 530910 58032 58032 2460492 3332761 611890 933429 0 0 651983 618457 70692 61009 255150 452429 467178 1786994 2080073 673498 1252688 9282499 10963285 121697 432795 9160802 10530490 X TO PROVIDE EDUCATIONAL RESOURCES TO GRADUATE AND UNDERGRADUATE STUDENTS AND DELTA UPSILON INTERNATIONAL FRATERNITY. 0 0 1053729 751961 CHAPTER EDUCATIONAL GRANTS: 1.) GRANTS GIVEN TO DELTA UPSILON CHAPTERS FOR THE PURCHASE, IMPROVEMENT, OR RENOVATION OF EDUCATIONAL EQUIPMENT AND SPACE AT THE CHAPTER FACILITIES. 2.) GRANTS TO DELTA UPSILON CHAPTERS FOR REGISTRATION AND OTHER EDUCATIONAL COSTS ASSOCIATED WITH DELTA UPSILON INTERNATIONAL FRATERNITY'S EDUCATIONAL PROGRAMMING OPPORTUNITIES. 93334 66605 LEADERSHIP AND OTHER EDUCATIONAL PROGRAMMING: PROGRAMS IN CONNECTION WITH DELTA UPSILON INTERNATIONAL FRATERNITY INCLUDING THE FOLLOWING: 1.) LEADERSHIP INSTITUTE: A FOUR DAY CONFERENCE CONSISTING OF EDUCATIONAL PROGRAMS FOR DELTA UPSILON FRATERNITY UNDERGRADUATE LEADERS. 2.) REGIONAL LEADERSHIP ACADEMY: REGIONAL PROGRAMMING TO DEVELOP DELTA UPSILON FRATERNITY MEMBERSHIP LEADERSHIP SKILLS. 3.) WINTER EDUCATIONAL CONFERENCE: A THREE DAY LEADERSHIP PROGRAM FOR DELTA UPSILON FRATERNITY CHAPTER PRESIDENTS, FOCUSING ON IMPROVING LEADERSHIP SKILLS AND PERSONAL DEVELOPMENT. 4) DELTA UPSILON EMERGING LEADERS: EMERGING LEADERS EXPERIENCE PROVIDES LEADERSHIP AND SKILL DEVELOPMENT FOR FIRST YEAR DELTA UPSILON FRATERNITY UNDERGRADUATE MEMBERS. 700 500 CHARITABLE OUTREACH PROGRAMS AND GRANTS: THESE INCLUDE THE FOLLOWING: 1.) GLOBAL SERVICE INITIATIVE: US AND INTERNATIONAL VOLUNTEER OPPORTUNITIES TO ENGAGE IN ACTIVE AND MEANINGFUL SERVICE FOR A WIDE RANGE OF ECONOMIC, POLITICAL, CULTURAL, AND SOCIAL ISSUES. THE PROGRAM INTEGRATES IMMERSION BASED EXPERIENCE WITH FOCUSED AND DELIBERATE SERVICE AND REFLECTION ACTIVITIES. 2.) GRANTS AND OTHER CHARITABLE EFFORTS TO SUPPORT OTHER EXEMPT ORGANIZATIONS WITH SIMILAR MISSIONS OR AS CHOSEN BY MEMBERSHIP OR THE BOARD OF TRUSTEES. 160258 114363 OTHER EDUCATIONAL PROGRAMS: SCHOLARSHIPS BENEFITING DELTA UPSILON FRATERNITY UNDERGRADUATES, FOCUSING ON EDUCATION AND LEADERSHIP. 160258 114363 1308021 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 3 0 1 0 0 0 0 0 0 0 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 1 0 0 IN AK AZ AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA DC WA WV WI X FOUNDATION FOR FRATERNAL EXCELLENCE 3178721112 11722 ALLISONVILLE RD STE 103 FISHERS IN 46038 X P DAVID FRANZETTA TRUSTEE 1.00 X 0 0 0 WILLIAM J BITTNER TRUSTEE 1.00 X 0 0 0 DONALD A CHEW TRUSTEE 1.00 X 0 0 0 JOHN A DELANEY TRUSTEE 1.00 X 0 0 0 THOMAS J LEE TRUSTEE 1.00 X 0 0 0 WILLIAM C RAPPOLT TRUSTEE 1.00 X 0 0 0 NICKOLAS D WELTON TRUSTEE 1.00 X 0 0 0 DARYL W REISFELD TRUSTEE 1.00 X 0 0 0 LEWIS D GREGORY CHAIRMAN 1.00 X X 0 0 0 CRAIG J FRANZ VICE-CHAIRMAN 1.00 X X 0 0 0 RALPH W CASTNER TREASURER/VP OF INVESTMENTS 1.00 X X 0 0 0 ROY F ALLAN SECRETARY 1.00 X X 0 0 0 JUSTIN J KIRK EXECUTIVE DIRECTOR 18.00 X 0 0 0 RYAN E KING CHIEF ADVANCEMENT OFFICER 40.00 X 0 0 0 0 0 0 0 0 0 0 0 2743819 460348 2743819 143738 143738 58032 0 58032 58032 58032 829850 442678 387172 387172 387172 3332761 0 0 588942 819066 819066 114363 114363 319570 142657 138598 38315 224501 100215 97368 26918 7490 3344 3248 898 31623 14117 13714 3792 35273 15746 15298 4229 19850 19850 61009 61009 26721 26721 102080 14292 56296 31492 2378 1062 1031 285 63270 28252 27430 7588 43585 43585 61092 2573 2499 56020 40049 14281 10505 15263 24048 24048 14338 6401 6219 1718 MISCELLANEOUS 38105 17123 16377 4605 POSTAGE AND SHIPPING 16765 7484 7271 2010 PRINTING 6492 3293 3199 TELEPHONE 5130 2290 2225 615 3275 1462 1420 393 2080073 1308021 516902 255150 1441058 1790033 395548 340775 1006534 1256321 4410 136130 43395 44412 935367 643973 315442 291394 3562157 5126913 2372827 1977307 141128 0 9282499 10963285 62206 432795 59491 0 121697 432795 X -1243934 -1347327 10404736 11877817 9160802 10530490 9282499 10963285 X 1252688 139784 -22784 X X 0 1 X 1 0 X 1009989 1339941 3418242 2235139 2743819 10747130 1009989 1339941 3418242 2235139 2743819 10747130 1384983 9362147 137173 142145 160672 180858 201770 822618 11569748 0.80920 0.75290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5393813 358241 279117 277841 82290 5671040 5271595 88960 271298 238684 -644 5393813 5286936 570660 -405582 744952 -564533 5271595 4568358 10828 954860 198154 48956 5286936 4408333 34087 319239 193301 4568358 0.02898 0.77918 0.19184 0 0 18880 18880 842753 572471 270282 73734 71502 2232 291394 CORPORATE BONDS 1976307 F OTHER INVESTMENTS 1000 F 1977307 X 3423040 139784 139784 3283256 26721 22784 49505 3332761 2053352 0 2053352 26721 26721 2080073 PART V, LINE 4: THE ORGANIZATION INVESTS AND GROWS ITS ENDOWMENT FUNDS IN ORDER TO USE THE INCOME TO FURTHER SUPPORT ITS CHARITABLE AND EDUCATIONAL MISSION THROUGH SCHOLARSHIPS AND EDUCATIONAL PROGRAM FUNDING. 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 MATERIAL UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GAAP. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PLEDGES NETTED WITH REVENUES 22,784. X X X X 0 DIGITAL INTERSECTION 4240 DUNCAN AVENUE STE 200 ST LOUIS MO 63110 DIRECT MAIL SOLICITATIONS 0 358073 61009 297064 358073 61009 297064 IN IL AL AK AR CA CO CT FL GA HI KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA DC WA WV WI 1 THE COLONNADES PO BOX 2453 AMES IA 50010 420212365 501(C)(7) 6505 0 CHAPTER HOUSING ASSISTANCE DELTA UPSILON BUILDING ASSOCIATION 903 NW BECA AVENUE CORVALLIS OR 97330 800781257 501(C)(2) 292850 0 HOUSING ASSISTANCE DELTA UPSILON INTERNATIONAL FRATERNITY INC 8705 FOUNDERS ROAD INDIANAPOLIS IN 46268 351964887 501(C)(7) 302237 0 EDUCATIONAL GRANTS ILLINOIS CHAPTER DELTA UPSILON INC 3833 COLONIAL GREEN CIRCLE SW ROANOKE VA 24018 370670644 501(C)(7) 162148 0 CHAPTER BUILDING RENNOVATIONS, EDUCATIONAL SCHOLARSHIPS FOR MEMBERS, AND LEADERSHIP PROGRAM FEES PURDUE CHAPTER HOUSING 1300 W STADIUM AVENUE WEST LAFAYETTE IN 47906 22030 0 HOUSING ASSISTANCE SAN JOSE DELTA UPSILON CORP 2995 BRESSO DRIVE LIVERMORE CA 94550 770003922 501(C)(7) 10000 0 CHAPTER BUILDING RENNOVATIONS, EDUCATIONAL SCHOLARSHIPS FOR MEMBERS, AND LEADERSHIP PROGRAM FEES SYRACUSE ALUMNI CORPORATION - DIKAIA FOUNDATION INC 107 CHESTNUT ST 4 BOSTON MA 02108 166044201 501(C)(3) 6000 0 CHAPTER BUILDING RENNOVATIONS, EDUCATIONAL SCHOLARSHIPS FOR MEMBERS, AND LEADERSHIP PROGRAM FEES THREE HUNDRED TWENTY ELLIS AVENUE CORPORATION 3522 HALF MOON AVENUE SW TIFFIN IA 52340 420951284 501(C)(7) 6934 0 EDUCATIONAL ASSISTANCE 1 7 ACADEMIC SCHOLARSHIPS AND EDUCATIONAL GRANTS FOR LEADERSHIP AND DEVELOPMENT CONFERENCES 261 114363 PART I, LINE 2: THE FOUNDATION REQUESTS DOCUMENTATION OR OTHER SUPPORT FROM RECIPIENT ORGANIZATIONS VERIFYING EDUCATIONAL USE OF FUNDS PRIOR TO THE FOUNDATION DISBURSING FUNDS. SCHEDULE I, PART III: THE FOUNDATION REQUIRES ALL INDIVIDUAL SCHOLARSHIP RECIPIENTS TO SUBMIT A SCHOLARSHIP APPLICATION. INDIVIDUAL GRANT RECIPIENTS ARE REQUIRED TO PROVE QUALIFYING EDUCATIONAL EXPENSES PRIOR TO THE FOUNDATION DISBURSING FUNDS. X 14 460348 FMV 0 0 0 FORM 990, PART V, LINE 2A: DELTA UPSILON EDUCATIONAL FOUNDATION AND DELTA UPSILON INTERNATIONAL FRATERNITY SHARE EMPLOYEES. ALL PAYROLL IS REPORTED UNDER A PAYROLL LEASING COMPANY, AND ALL QUARTERLY AND ANNUAL PAYROLL FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE STATE OF INDIANA ARE REPORTED UNDER THE PAYROLL LEASING COMPANY'S NAME. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE FOUNDATION USED THE SERVICES OF 10 INDIVIDUALS ON THE FRATERNITY'S PAYROLL. THE FOUNDATION REIMBURSES THE FRATERNITY FOR THE ACTUAL COST OF THESE INDIVIDUALS' COMPENSATION, INCLUDING BENEFITS AND PAYROLL TAXES. THESE PAYROLL AND RELATED COSTS ARE RECORDED AS EXPENSES ON PART IX, LINES 5 THRU 10, AND THE FRATERNITY TREATS THESE REIMBURSEMENTS AS EXPENSE REDUCTION. THE TOTAL COST OF THIS REIMBURSEMENT WAS $618,457 FOR THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B DELTA UPSILON EDUCATIONAL FOUNDATION RECEIVES AND REVIEWS A COPY OF FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE REVIEWS CONFLICT OF INTEREST DISCLOSURES. ACTUAL OR POTENTIAL CONFLICTS ARE ADDRESSED INDIVIDUALLY ON A CASE-BY-CASE BASIS AND RESOLVED TIMELY, IF APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15A AT LEAST ANNUALLY, THE EXECUTIVE DIRECTOR RECEIVES AN ANNUAL PERFORMANCE REVIEW BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. THE BOARD REVIEWS ANNUALLY THE OVERALL COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR. ANY DELIBERATIONS, FINDINGS, OR SALARY ADJUSTMENTS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS ANNUAL FORM(S) 990 AND 990-T (IF APPLICABLE) AND ITS FORM 1023 AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DELTA UPSILON EDUCATIONAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -22,784.