2026-06-15T16:25:24-05:00 2025-07-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990 2024-08-01 430913993 BETA SIGMA PHI CHARITABLE FOUNDATION BETA 8164446800 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 MELISSA WHITED TREASURER 8164446800 2026-06-15 1 1 CASSANDRA TREMONTI CPA P01353091 8165259699 2026-06-15 2024 2025-03-06 01:10:19Z MELISSA WHITED 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 791817 0 X N/A X 1968 MO ADMINISTER CONTRIBUTIONS & BEQUESTS INTENDED BY DONORS IN FURTHERANCE OF CHARITABLE PURPOSES 3 0 0 0 0 0 319183 616162 0 0 -70988 175655 0 0 248195 791817 1012000 910000 0 0 0 0 0 0 0 50672 48545 1062672 958545 -814477 -166728 4630298 2934875 0 0 4630298 2934875 THE FOUNDATION'S MISSION IS TO ACCEPT CHARITABLE DONATIONS FROM THE MEMBERS OF BETA SIGMA PHI AND TO MAKE GRANTS IN FURTHERANCE OF CHARITABLE PURPOSES THAT ARE CONSISTENT WITH THE INTENTS OF THE DONORS. 0 0 568000 553000 INTERNATIONAL ENDOWMENT FUND - PROVIDE CONTINUING DONATIONS TO VARIOUS PUBLIC CHARITIES 92000 92000 WALTER W. ROSS MEMORIAL FUND - PROVIDE 92 SCHOLARSHIPS TO MEMBERS AND THEIR FAMILIES 280000 265000 DISASTER RELIEF FUND - PROVIDE AID AND ASSISTANCE TO QUALIFIED MEMBERS WHO ARE IN NEED DUE TO A NATURAL DISASTER. 940000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MELISSA WHITED 8164446800 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 LAURA ROSS WINGFIELD DIRECTOR/PRESIDENT 1.00 38.50 X X 0 0 4936 MELISSA WHITED DIRECTOR/TREASURER 1.00 38.50 X X 0 0 29076 SAMANTHA ALICEA DIRECTOR 1.00 38.50 X 0 0 30194 0 0 64206 0 0 0 0 0 616162 616162 147801 147801 27854 0 27854 27854 27854 791817 0 0 175655 543000 543000 357000 357000 10000 10000 30000 30000 18509 18509 36 36 958545 940000 18545 0 34639 168766 4 203745 203739 4391914 2559932 0 2434 4630298 2934875 0 0 X 4630298 2934875 4630298 2934875 4630298 2934875 -166728 138603 -1667298 0 X 0 0 0 X 160005 180367 293885 319183 616162 1569602 160005 180367 293885 319183 616162 1569602 1569602 0 0 0 175776 147801 323577 1893179 0.82910 0.86350 X 3421985 0 166457 1010000 18509 2559933 5092531 319183 281256 715000 1534313 21672 3421985 6100796 293885 -667857 621000 13 13280 5092531 6537622 180369 -338663 250000 325 28207 6100796 6389903 160005 359413 343400 92 28207 6537622 0.00000 0.00000 1.00000 0 1 1 0 PART V, LINE 4: THE ORGANIZATION MAINTAINS SEVEN ENDOWMENT FUNDS. 1 - THE INTERNATIONAL ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE CONTINUING DONATIONS TO VARIOUS CHARITIES APPROVED BY THE MEMBERSHIP. 2 - THE EXEMPLAR FUND WAS ESTABLISHED BY THE EXEMPLAR AND PRECEPTOR CHAPTERS OF BETA SIGMA PHI TO ISSUE SCHOLARSHIPS TO BETA SIGMA PHI MEMBERS. 3 - THE INTERNATIONAL LOAN FUND WAS CREATED TO PROVIDE INTEREST-FREE LOANS, TO BE REPAID WITHIN TEN YEARS, TO BETA SIGMA PHI MEMBERS IN NEED DUE TO ILLNESS OR INJURY. 4 - THE WALTER W. ROSS MEMORIAL SCHOLARSHIP FUND WAS CREATED TO PROVIDE SCHOLARSHIPS TO BETA SIGMA PHI MEMBERS, THEIR CHILDREN AND GRANDCHILDREN. 5 - THE BETTY CENTER MEMORIAL DISASTER FUND WAS ESTABLISHED TO COLLECT CONTRIBUTIONS FROM MEMBERS TO PROVIDE DISASTER RELIEF ASSISTANCE GRANTS TO MEMBERS WHO HAVE SUFFERED LOSSES FROM A NATURAL DISASTER. 6 - THE BREAST CANCER FUND WAS CREATED TO PROVIDE PERIODIC CONTRIBUTIONS DESIGNATED FOR USE IN BREAST CANCER RESEARCH. 7 - THE WALTER W. ROSS LITERARY SCHOLARSHIP FUND WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS FOR ENGLISH OR JOURNALISM MAJORS TO BETA SIGMA PHI MEMBERS, THEIR CHILDREN, AND GRANDCHILDREN. 0 0 0 0 0 0 0 0 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL OPERATIONS 10000 CHECK 0 CASH 1 0 0 0 0 0 0 0 1 ALZHEIMER'S FOUNDATION 322 EIGHTH AVENUE 16TH FLOOR NEW YORK NY 10001 911792864 501(C)(3) 10000 0 PROGRAM SUPPORT CAMP-MAK-A-DREAM PO BOX 1450 MISSOULA MT 59806 810472959 501(C)(3) 10000 0 PROGRAM SUPPORT DANA-FARBER CANCER INSTITUTE 44 BINNEY STREET BOSTON MA 02115 042263040 501(C)(3) 10000 0 PROGRAM SUPPORT HARVESTOR'S BACKSNACK PROGRAM 3801 TOPPING AVENUE KANSAS CITY MO 64129 431208665 501(C)(3) 10000 0 PROGRAM SUPPORT RANCH HOPE PO BOX 325 ALLOWAY NJ 08001 221739545 501(C)(3) 10000 0 PROGRAM SUPPORT RETT SYNDROME 9121 PISCATAWAY RD 2B CLINTON MD 20735 521417739 501(C)(3) 10000 0 PROGRAM SUPPORT ST LUKE'S MID-AMERICA HEART & VASCULAR INSTITUTE 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 501(C)(3) 10000 0 PROGRAM SUPPORT 7 0 WALTER R. ROSS MEMORIAL SCHOLARSHIPS 92 92000 DISASTER RELIEF GRANTS 185 265000 PART I, LINE 2: THE MEMBERS COMPLETE A BALLOT OF ORGANIZATIONS THEY WOULD LIKE TO FUND FOR THE NEXT THREE YEARS. THEN OVER THE NEXT THREE YEARS, BETA SIGMA PHI CONTRIBUTES FUNDS TO ORGANIZATIONS BASED ON THE MEMBERS' BALLOTS. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO ENSURE THE GRANT IS FOR CHARITABLE PURPOSES AND NO GOODS OR SERVICES WILL BE RECEIVED. FOR THE DETERMINATION OF SCHOLARSHIPS, BETA SIGMA PHI DELEGATES TO OUTSIDE SELECTION COMMITTEES (USUALLY SELECTED COLLEGE PROFESSORS) TO DETERMINE THE RECIPIENTS TO RECIEVE THE SCHOLARSHIP AND OTHER ASSISTANCE. SCHOLARSHIPS ARE FOR INSTITUTIONAL FINANCIAL AID AND ARE APPLIED TO THE STUDENT'S ACCOUNT. FORM 990, PART VI, SECTION A, LINE 2 SAMANTH ALICEA, MELISSA WHITED, AND LAURA ROSS WINGFILED - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 BETA SIGMA PHI DELEGATES MANAGEMENT DUTIES TO WALTER W. ROSS & COMPANY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO THE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY REVIEW AND SIGN A DOCUMENT THAT ASKS SEVERAL QUESTIONS REFLECTING POTENTIAL CONFLICT OF INTEREST STATEMENTS AND STATES THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). BETA SIGMA PHI SUPPORTING FOUNDATION 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 453607638 SUPPORTING FOUNDATION MO 501(C)(3) 11A BETA SIGMA PHI CHARITABLE FOUNDATION 1 WALTER W ROSS & COMPANY INC 400 EAST BANNISTER ROAD SUITE E KANSAS CITY MO 64131 440232720 MANAGEMENT MO N/A C 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0