Nonprofit · EIN 94-6065541
CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION
Tax-exempt · NEW BRUNSWICK, NJ 08901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,261 | $50,632 | -$30,371 | $692,747 | $0 | $692,747 |
| December 31, 2024 | 990-PF | $20,778 | $53,211 | -$32,433 | $748,332 | $0 | $748,332 |
| December 31, 2023 | 990-PF | $9,705 | $47,662 | -$37,957 | $740,719 | $0 | $740,719 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,150
- Dividends
- $19,105
- Interest
- $6
Expenses
- Grants and similar amounts paid
- $43,450
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $43,450
- Excise tax on investment income
- $266
Balance sheet and other
- Total assets, start of year
- $748,332
- Total assets, end of year
- $692,747
- Total liabilities, end of year
- $0
- Net assets, end of year
- $692,747
- Fair market value of assets
- $968,937
- Qualifying distributions
- $43,450
- Net investment income
- $19,111
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL GRAFFT C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE; CHAIRMAN OF TRUSTEES | 0 | $0 |
| OWEN SLEIGH 1177 CHURCH ST, SAN FRANCISCO, CA 94114 | TRUSTEE; FINANCE COMMITTEE | 0 | $0 |
| FRED LEACH 10 CARRIE CT, PLEASANT HILL, CA 94523 | TRUSTEE | 0 | $0 |
| DAVID WONG 1474 UNIVERSITY AVE 42, BERKELEY, CA 94702 | TRUSTEE; SECRETARY | 0 | $0 |
| DALE SARTOR 16061 AVENIDA VENUSTO, SAN DIEGO, CA 92128 | TRUSTEE | 0 | $0 |
| DOUG MCKENZIE 605 LANCASTER DRIVE, LAFAYETTE, CA 94549 | TRUSTEE | 0 | $0 |
| STEVEN JACOBS 7741 FAIROAKS DR, PLEASANTON, CA 94588 | TRUSTEE | 0 | $0 |
| JOE ALI 1626 STANNAGE AVE, BERKELEY, CA 94702 | TRUSTEE | 0 | $0 |
| PETER RAFERT 4207 RIVIERA DRIVE, STOCKTON, CA 95204 | TRUSTEE | 0 | $0 |
| ARSEN SHIRVANYAN C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE | 0 | $0 |
| ALLEN CHUNG 120 NEILSON ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE; TREASURER | 0 | $0 |
| CHIP ERICKSON 1593 RAMONA WAY, ALAMO, CA 94507 | TRUSTEE | 0 | $0 |
| BRENDEAN KELLY LUCE C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE | 0 | $0 |
| AARON TARAJOS C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE | 0 | $0 |
| MARK BOGATIR C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | FINANCE COMMITTEE ADVISOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN YUUSUKE ATARI 2422 PROSPECT DRIVE, BERKELEY, CA 94704 | PRESIDENT | 0 | $0 |
| OWEN SLEIGH 1177 CHURCH ST, SAN FRANCISCO, CA 94114 | TRUSTEE; FINANCE COMMITTEE | 0 | $0 |
| PAUL GRAFFT C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE; VICE CHAIRMAN | 0 | $0 |
| FRED LEACH 10 CARRIE CT, PLEASANT HILL, CA 94523 | TRUSTEE | 0 | $0 |
| DAVID WONG 1474 UNIVERSITY AVE 42, BERKELEY, CA 94702 | TRUSTEE; SECRETARY | 0 | $0 |
| DALE SARTOR 16061 AVENIDA VENUSTO, SAN DIEGO, CA 92128 | TRUSTEE; CHAIRMAN OF TRUSTEES | 0 | $0 |
| DOUG MCKENZIE 605 LANCASTER DRIVE, LAFAYETTE, CA 94549 | TRUSTEE | 0 | $0 |
| STEVEN JACOBS 7741 FAIROAKS DR, PLEASANTON, CA 94588 | TRUSTEE | 0 | $0 |
| JOE ALI 1626 STANNAGE AVE, BERKELEY, CA 94702 | TRUSTEE | 0 | $0 |
| PETER RAFERT 4207 RIVIERA DRIVE, STOCKTON, CA 95204 | TRUSTEE | 0 | $0 |
| ARSEN SHIRVANYAN C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE | 0 | $0 |
| ALLEN CHUNG 120 NEILSON ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE; TREASURER | 0 | $0 |
| CHIP ERICKSON 1593 RAMONA WAY, ALAMO, CA 94507 | TRUSTEE | 0 | $0 |
| BRENDEAN KELLY LUCE C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE | 0 | $0 |
| AARON TARAJOS C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | TRUSTEE | 0 | $0 |
| MARK BOGATIR C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | FINANCE COMMITTEE ADVISOR | 0 | $0 |
| SHENGLE LIN C/O CA ALPHA DELTA PHI 120 NEILSON, ST APT 321, NEW BRUNSWICK, NJ 08901 | FINANCE COMMITTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN CHUNG 60 HAVEN AVE 20C, NEW YORK, NY 10032 | TREASURER | 0 | $0 |
| ARSEN SHIRVANYAN 116 COUNTRYWOOD COURT, PETALUMA, CA 94954 | TRUSTEE | 0 | $0 |
| FRED LEACH 10 CARRIE COURT, PLEASANT HILL, CA 94523 | TRUSTEE | 0 | $0 |
| DAVID WONG 806 THE ALAMEDA, BERKELEY, CA 94707 | SECRETARY | 0 | $0 |
| DALE SARTOR 116 COUNTRYWOOD COURT, PETALUMA, CA 94954 | CHAIRMAN OF TRUSTEES | 0 | $0 |
| STEVEN JACOBS 741 FAIROAKS DR, PLEASANTON, CA 94588 | TRUSTEE | 0 | $0 |
| JOE ALI 1626 STANNAGE AVE, BERKELEY, CA 94702 | TRUSTEE | 0 | $0 |
| PETER RAFERT 4207 RIVIERA DR, STOCKTON, CA 95204 | TRUSTEE | 0 | $0 |
| DOUG MCKENZIE 605 LANCASTER DR, LAFAYETTE, CA 94549 | TRUSTEE | 0 | $0 |
| SHENGLE LIN 116 COUNTRYWOOD COURT, PETALUMA, CA 94954 | TRUSTEE | 0 | $0 |
| CHIP ERICKSON 1593 RAMONA WAY, ALAMO, CA 94507 | TRUSTEE | 0 | $0 |
| BRENDEAN LUCE 116 COUNTRYWOOD COURT, PETALUMA, CA 94954 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 NEILSON ST APT 321, NEW BRUNSWICK, NJ 08901-1460
- In care of
- % DALE SARTOR TRUSTEE
- Signed the 990-PF
- ALLEN CHUNG, TREASURER
- Phone
- (415) 728-6905
- Return prepared by
- WMB2 LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6065541
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $692,747
- Income (IRS master file)
- $20,261
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,261 | $50,632 | $692,747 | XML |
| 990-PF | December 2024 | $20,778 | $53,211 | $748,332 | XML |
| 990-PF | December 2023 | $9,705 | $47,662 | $740,719 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 94-6065541).
Questions about CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION
- What is the EIN of CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION is 94-6065541.
- Is CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CALIFORNIA ALPHA DELTA PHI MEMORIAL 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 CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA ALPHA DELTA PHI MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,261, expenses of $50,632 and total assets of $692,747 at year end.
Other nonprofits in NEW BRUNSWICK
- SAINT PETERS UNIVERSITY HOSPITAL EIN 22-1487330 · last filed 990 for 2024
- RUTGERS UNIVERSITY FOUNDATION EIN 23-7318742 · last filed 990 for 2025
- JOHNSON & JOHNSON FOUNDATION UNITED STATES INC EIN 22-6062811 · last filed 990-PF for 2024
- JOHNSON & JOHNSON PATIENT ASSISTANCE FOUNDATION INC EIN 31-1520982 · last filed 990-PF for 2025
- HYACINTH FOUNDATION A NEW JERSEY NONPROFIT CORPORATION EIN 22-2648820 · last filed 990 for 2025
- CENTRAL JERSEY LEGAL SERVICES INC EIN 21-0684259 · last filed 990 for 2025
- STATE THEATRE REGIONAL ARTS CENTER AT NEW BRUNSWICK INC EIN 16-1616384 · last filed 990 for 2025
- COMMUNITY LOAN FUND OF NEW JERSEY INC EIN 22-2872262 · last filed 990 for 2025