2026-07-28T17:18:01-05:00 2025-12-31 934792291 SORREN INC 3562 ROUND BARN CIRCLE SUITE 200 SANTA ROSA CA 95403 990EZ 2025-01-01 201194576 IOTA FOUNDATION IOTA 7077629900 201 FIRST STREET 208 PETALUMA CA 94952 RAYMOND POUNDS TREASURER 7077629900 2026-07-27 1 ALICIA T CERRUTI P01247967 7075423343 2026-07-27 2025 2025-03-06 01:10:19Z X X WWW.IOTAFOUNDATION.COM X X 159891 X 1150 21775 136966 138305 -1339 280 -280 21306 13250 5813 19063 2243 409704 13 411960 X 79905 7684 329799 404276 409704 411960 0 0 409704 411960 X THE IOTA FOUNDATION'S MISSION IS TO (A) SUPPORT THE EDUCATIONAL AND CHARITABLE PROGRAMS AND ACTIVITIES OF THE IOTA CHAPTER OF ZETA PSI FRATERNITY (THE "FRATERNITY") AT THE UNIVERSITY OF CALIFORNIA, BERKELEY (BERKELEY); (B) PROMOTE AND FURTHER ACADEMIC EXCELLENCE AT BERKELEY; (C) PROVIDE ACADEMIC SCHOLARSHIPS AND SUPPORT TO QUALIFIED NEEDY AND DESERVING INDIVIDUALS; (D) CONDUCT AND SUPPORT THE CHARITABLE AND OTHER COMMUNITY SERVICE PROGRAMS AND PROJECTS OF THE FRATERNITY AND BERKELEY; AND (E) PERFORMING SUCH OTHER ACTIVITIES AS ARE CONSISTENT WITH ITS EXEMPT PURPOSES. SUPPORT OF THE ZETA PSI FRATERNITY AT THE UNIVERSITY OF CALIFORNIA, BERKELEY 13250 14288 14288 DAN MEADE TRUSTEE 1.00 0 0 0 ROB GIBBONS TRUSTEE 1.00 0 0 0 RAY POUNDS TREASURER 2.00 0 0 0 SAM SKINNER SECRETARY 1.00 0 0 0 MATT TUNNEY PRESIDENT 3.00 0 0 0 MIKE MAECHLING VICE-PRESIDENT 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA RAYMOND POUNDS CO SORREN 201 FIRST STREET SUITE 208 PETALUMA CA 94952 7077629900 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 16550 25737 600 125517 1150 169554 16550 25737 600 125517 1150 169554 24966 144588 24242 -250 17432 17023 21775 80222 1077 1077 250853 0.57640 0.70130 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 26. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 21,749. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 21,775. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/22/25. AMOUNT GIVEN: 13,250. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: TAX PREPARATION FEES. AMOUNT: 4,775. DESCRIPTION: ALUMNI COMMUNICATIONS. AMOUNT: 1,038. TOTAL TO FORM 990-EZ, LINE 16: 5,813. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: MATCH TO COST BASIS SCHWAB ACCOUNT BALANCE. AMOUNT: 13. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: SCHWAB BROKERAGE. BEG. OF YEAR AMOUNT: 329,799. END OF YEAR AMOUNT: 392,276. DESCRIPTION: DUE FROM ZETA PSI ALUMNI ASSOCIATION. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 12,000. 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.