Nonprofit · EIN 84-4755084
ALPHA DELTA FOUNDATION
Tax-exempt · RALEIGH, NC 27619
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $76,232 | $11,841 | $64,391 | $994,558 | $0 | $994,558 |
| December 31, 2024 | 990 | $31,480 | $12,759 | $18,721 | $863,716 | $0 | $863,716 |
| December 31, 2023 | 990 | $35,763 | $9,043 | $26,720 | $758,473 | $0 | $758,473 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $23,703
- Program service revenue
- $0
- Investment income
- $52,529
- Net gain from sales of assets
- $30,414
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,232
- Depreciation
- $138
- Management and general (functional)
- $11,841
Balance sheet and other
- Total assets, start of year
- $863,716
- Total assets, end of year
- $994,558
- Total liabilities, end of year
- $0
- Net assets, end of year
- $994,558
- Publicly traded securities
- $936,187
- Net assets without donor restrictions
- $994,558
- Gross receipts
- $246,991
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R GARDNER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JUSTIN PLUMMER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| EDWARD T SHIPLEY III | TREASURER AND SECRETARY Trustee or director, Officer | 2 | $0 |
| SPENCER BEARD | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS RUTH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R GARDNER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JUSTIN PLUMMER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| EDWARD T SHIPLEY III | TREASURER AND SECRETARY Trustee or director, Officer | 2 | $0 |
| SPENCER BEARD | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS RUTH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R GARDNER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JUSTIN PLUMMER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| EDWARD T SHIPLEY III | TREASURER AND SECRETARY Trustee or director, Officer | 2 | $0 |
| EDMUND S BURKE | DIRECTOR Trustee or director | 1 | $0 |
| H SPENCER EVERETT JR | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS S KENAN III | DIRECTOR Trustee or director | 1 | $0 |
| CECIL W SEWELL | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 17047, RALEIGH, NC 27619-7047
- In care of
- % PRESIDENT
- Principal officer (990 for 2025)
- JOHN R GARDNER, PO BOX 17047, RALEIGH, NC 27619
- Signed the 990
- JOHN R GARDNER, PRESIDENT
- Phone
- (910) 660-0972
- Return prepared by
- COSTELLO HILL & COMPANY LLP
Mission
THE CORPORATION WAS FORMED TO PROMOTE EDUCATION BY THE GRANT OF SCHOLARSHIPS TO PERSONS WHO ARE FULL-TIME UNDERGRADUATE STUDENTS IN GOOD STANDING AT THE UNIVERSITY OF NORTH CAROLINA CHAPEL HILL WITH PREFERENCE TO SUCH PERSON WHO ARE MEMBERS OF THE ALPHA DELTA CHAPTER OF THE ALPHA TAU OMEGA FRATERNITY, BASED UPON SUCH ELIGIBILITY CRITERIA AND SELECTION CRITERIA AS MAY BE APPROVED FROM TIME-TO-TIME BY THE CORPORATION'S BOARD OF DIRECTORS. THE PURPOSE OF THE SCHOLARSHIP AWARDS IS TO PROMOTE AND REWARD THE VALUES OF ACADEMIC ACHIEVEMENT AND SERVICE TO THE CHAPTER, THE UNIVERSITY, AND THE BROADER COMMUNITY, AND TO SERVE AS A BEACON TO ATTRACT TO THE FRATERNITY YOUNG MEN WHO SHARE THESE VALUES.
Program accomplishments
- THE ORGANIZATION INTERVIEWED CANDIDATES FOR THE PURPOSE OF AWARDING SCHOLARSHIPS TO APPLICANTS THAT MEET THE CRITERIA STATED IN THE MISSION OF THE ORGANIZATION.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-4755084
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $994,558
- Income (IRS master file)
- $246,991
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $76,232 | $11,841 | $994,558 | IRS |
| 990 | December 2024 | $31,480 | $12,759 | $863,716 | IRS |
| 990 | December 2023 | $35,763 | $9,043 | $758,473 | XML |
| 990 | December 2022 | $72,251 | $9,573 | $653,407 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4755084).
Questions about ALPHA DELTA FOUNDATION
- What is the EIN of ALPHA DELTA FOUNDATION?
- The employer identification number (EIN) of ALPHA DELTA FOUNDATION is 84-4755084.
- Is ALPHA DELTA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ALPHA DELTA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALPHA DELTA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALPHA DELTA FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALPHA DELTA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ALPHA DELTA FOUNDATION?
- The 990 for the year ended December 31, 2025 names JOHN R GARDNER.
- Who are the officers and directors of ALPHA DELTA FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ALPHA DELTA FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $76,232, expenses of $11,841 and total assets of $994,558 at year end.
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