STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA PSI FOUNDATION INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BETA PSI FOUNDATION INC (EIN 20-1217639)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-22
IRS object ID
202631739349301258
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-22T14:51:28+00:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN580692043PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mauldin & Jenkins LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 Galleria Parkway Suite 1700AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201217639EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Beta Psi Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETABusinessNameControlTxt
Phone4049626438PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11151 Hammond Drive NE 24AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30346ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTom TurcoPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-06-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMelissa SewardPreparerPersonNm
PTINP02145103PTIN
Phone7709558600PhoneNum
Preparation2026-06-16PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Tom TurcoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11151 Hammond Drive NE 24AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30346ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$234,935GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BETAPSI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionPROMOTE, ENCOURAGE, AND SUPPORT EDUCATIONAL ACTIVITIES FOR THE BILL GEORGE BETA PSI CHAPTER.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$159,477PYContributionsGrantsAmt
CY Contributions Grants$158,853CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$62,040PYInvestmentIncomeAmt
CY Investment Income$74,932CYInvestmentIncomeAmt
PY Other Revenue$3,953PYOtherRevenueAmt
CY Other Revenue$475CYOtherRevenueAmt
PY Total Revenue$225,470PYTotalRevenueAmt
CY Total Revenue$234,260CYTotalRevenueAmt
PY Grants And Similar Paid$108,238PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$80,700CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$150,031PYOtherExpensesAmt
CY Other Expenses$165,818CYOtherExpensesAmt
PY Total Expenses$258,269PYTotalExpensesAmt
CY Total Expenses$246,518CYTotalExpensesAmt
PY Revenues Less Expenses-$32,799PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$12,258CYRevenuesLessExpensesAmt
Total Assets BOY$2,476,675TotalAssetsBOYAmt
Total Assets EOY$2,696,840TotalAssetsEOYAmt
Total Liabilities BOY$16,640TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,450TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,460,035NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,665,390NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO PROMOTE AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR ACTIVE BROTHERS AND PLEDGES OF THE BETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY AT THE GEORGIA INSTITUTE OF TECHNOLOGY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$138,698ExpenseAmt
Grant$80,700GrantAmt
DescTHE BETA PSI FOUNDATION PROMOTES, ENCOURAGES AND SUPPORTS EDUCATIONAL ACTIVITIES FOR THE BILL GEORGE BETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY BY BOTH AWARDING SCHOLARSHIPS AND STUDENT AID AND DEVELOPING FUTURE LEADERS. IN 2025, THE FOUNDATION AWARDED $80,700 IN SCHOLARSHIPS TO GEORGIA TECH UNDERGRADUATES. BY HOSTING VARIOUS SOCIAL AND NETWORKING ACTIVITIES WITH ALUMNI AND THE UNDERGRADUATE CHAPTER, BROTHERHOOD IS FOSTERED AMONG ALUMNI AND UNDERGRADUATE BROTHERS. ADDITIONALLY, THE FOUNDATION ENCOURAGES LEADERSHIP FOR LIFE, WHICH PROMOTES CONTINUED INVOLVEMENT FROM BETA PSI ALUMNI IN THE LIVES AND DEVELOPMENT OF BROTHERS AND PLEDGES.Desc
Total Program Service Expenses$138,698TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALICIA GILBERTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4049626438PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11151 HAMMOND DRIVE NE STE 240AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30346ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Alan Madewell
VP, Foundation Relations6.0Yes (X)Yes (X)$0$0$0
Greg Davis
President2.5Yes (X)Yes (X)$0$0$0
JD Richey
VP, Finance & Investments2.0Yes (X)Yes (X)$0$0$0
Joe DeLisle
VP, Fundraising4.0Yes (X)Yes (X)$0$0$0
Joe Kinsey
Immediate Past President1.0Yes (X)Yes (X)$0$0$0
Joe Smyth
VP, Disbursements2.0Yes (X)Yes (X)$0$0$0
Robby Rankin
VP, Governance (Interim President)5.5Yes (X)Yes (X)$0$0$0
Tom Turco
President-elect5.0Yes (X)Yes (X)$0$0$0
Warren Strickler
Treasurer5.0Yes (X)Yes (X)$0$0$0
Barry Vlass
Director0.3Yes (X)$0$0$0
Bob Swift
Director1.0Yes (X)$0$0$0
Carlos Navarro
Director1.0Yes (X)$0$0$0
Charlie Burgamy
Director1.0Yes (X)$0$0$0
Charlie Lockwood
Director2.0Yes (X)$0$0$0
Clay Sparrow
Director1.0Yes (X)$0$0$0
Davis Palmie
Director1.5Yes (X)$0$0$0
Keith Jackson
Director6.0Yes (X)$0$0$0
Marc Smith
Director0.5Yes (X)$0$0$0
Matthew Stewart
Director1.1Yes (X)$0$0$0
Rob Heusel
Director1.5Yes (X)$0$0$0
Scott Lowery
Director2.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$158,853AllOtherContributionsAmt
Total Contributions$158,853TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,932TotalRevenueColumnAmt
Exclusion$74,932ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$1,150GamingGrossIncomeAmt
Gaming Direct Expenses$675GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$475TotalRevenueColumnAmt
Exclusion$475ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$234,260TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$75,407ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$80,700TotalAmt
Program Services$80,700ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,600TotalAmt
Management And General$25,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,973TotalAmt
Management And General$9,973ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$56,910TotalAmt
Program Services$0ProgramServicesAmt
Management And General$56,910ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,400TotalAmt
Management And General$9,400ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,125TotalAmt
Management And General$4,125ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,190TotalAmt
Program Services$8,190ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$49,808TotalAmt
Program Services$49,808ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,812TotalAmt
Management And General$1,812ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$246,518TotalAmt
Program Services$138,698ProgramServicesAmt
Management And General$107,820ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$99,451BOYAmt
EOY$105,306EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$28,770BOYAmt
EOY$28,500EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,500BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,513BOYAmt
EOY$6,065EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,336,441BOYAmt
EOY$2,556,011EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$958EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,476,675BOYAmt
EOY$2,696,840EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,640BOYAmt
EOY$31,450EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,640BOYAmt
EOY$31,450EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$385,296BOYAmt
EOY$432,735EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,074,739BOYAmt
EOY$2,232,655EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,460,035BOYAmt
EOY$2,665,390EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,476,675BOYAmt
EOY$2,696,840EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$12,258ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$217,613NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$197,996CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$159,477CurrentTaxYearMinus1YearAmt
Current Tax Year$158,853CurrentTaxYearAmt
Total$790,439TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$197,996CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$159,477CurrentTaxYearMinus1YearAmt
Current Tax Year$158,853CurrentTaxYearAmt
Total$790,439TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$136,417SubstantialContributorsTotAmt
Public Support Total170$654,022PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,088CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,230CurrentTaxYearMinus1YearAmt
Current Tax Year$74,932CurrentTaxYearAmt
Total$169,705TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$3,953CurrentTaxYearMinus1YearAmt
Current Tax Year$475CurrentTaxYearAmt
Total$4,428TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$964,572TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67804PublicSupportCY170Pct
Public Support PY1700.69742PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,639,309BeginningYearBalanceAmt
Investment Earnings Or Losses$229,157InvestmentEarningsOrLossesAmt
Other Expenditures$54,016OtherExpendituresAmt
End Year Balance$1,814,450EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,501,349BeginningYearBalanceAmt
Contributions$7,125ContributionsAmt
Investment Earnings Or Losses$177,477InvestmentEarningsOrLossesAmt
Other Expenditures$46,642OtherExpendituresAmt
End Year Balance$1,639,309EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$1,501,349ContributionsAmt
End Year Balance$1,501,349EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
End Year Balance$0EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
End Year Balance$0EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.5773PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.4227TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$422,918TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$217,613NetUnrealizedGainsInvstAmt
Other Revenue-$28,955OtherRevenueAmt
Revenue Not Reported$188,658RevenueNotReportedAmt
Revenue Subtotal$234,260RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$234,260TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$217,563TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$217,563ExpensesSubtotalAmt
Other Expenses Not Included$28,955OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$28,955ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$246,518TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS THAT PROVIDE GUIDANCE ON WHEN UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. NO LIABILITY HAS BEEN RECORDED AS OF DECEMBER 31, 2025 DUE TO UNCERTAIN TAX POSITIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Awards Dinner Expense - -28955
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsAwards Dinner Expense - 28955

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient31RecipientCnt
Cash Grant$80,700CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part IIISCHOLARSHIP RECIPIENTS ARE SELECTED USING A BLIND APPLICATION REVIEW PROCESS. SCHOLARSHIP AWARDS ARE DISBURSED DIRECTLY TO THE SCHOOL.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant fundsTHE BOARD OF DIRECTORS SHALL GATHER AND ANALYZE FACTS AND CONDUCT SUCH INVESTIGATION AND RESEARCH FROM TIME TO TIME THAT MAY BE NECESSARY IN ORDER TO DETERMINE THE MOST EFFECTIVE USE OF GRANT FUNDS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b Review of form 990 by governing bodyFORM 990 IS PROVIDED TO EACH INDIVIDUAL BOARD MEMBER BEFORE FILING FOR THEIR REVIEW. BOARD REVIEWS THE FORM 990 AT THE FIRST BOARD MEETING AFTER ITS PREPARATION.
Form 990, Part VI, Line 12c Conflict of interest policyEACH TRUSTEE IS REMINDED OF THE CONFLICT OF INTEREST POLICY AND ASKED TO REPORT ANY POSSIBLE CONFLICT OF INTEREST ON AN ANNUAL BASIS. THE BOARD APPROVES ALL SIGNIFICANT CONTRACTS. THE PRESIDENT, CHAIRMAN OF THE FINANCE COMMITTEE AND THE TREASURER REVIEW ALL DISBURSEMENTS.
Form 990, Part VI, Line 19 Required documents available to the publicAVAILABLE AT PRINCIPAL OFFICE.
Form 990, Part IX, Line 11g Other FeesCONSULTING - Total Expense: 56910, Program Service Expense: , Management and General Expenses: 56910, Fundraising Expenses: ;
Form 990, Part XII, Line 2cTHERE HAVE BEEN NO CHANGES IN THE AUDITOR SELECTION NOR OVERSIGHT PROCESS.