2023-10-10T10:52:40-05:00 2022-12-31 941585562 PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2022-01-01 201194576 IOTA FOUNDATION IOTA 7077629900 201 FIRST STREET 208 PETALUMA CA 94952 MATT TUNNEY PRESIDENT 7077629900 2023-09-05 1 MATT TUNNEY 999009999 1 ALICIA CERRUTI P01247967 7077629900 2023-09-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATT TUNNEY 201 FIRST STREET 208 PETALUMA CA 94952 88407 0 X WWW.IOTAFOUNDATION.COM X 2009 CA 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. 6 6 0 6 0 0 16550 25737 0 0 24242 -250 0 1077 40792 26564 0 18000 0 0 0 0 0 0 0 1827 5355 1827 23355 38965 3209 437166 440375 0 0 437166 440375 X THE 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. 0 0 20368 18000 SUPPORT OF THE ZETA PSI FRATERNITY AT THE UNIVERSITY OF CALIFORNIA, BERKELEY 20368 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 CA X RAYMOND POUNDS CO PISENTI & BRINKER LLP 7077629900 201 FIRST STREET SUITE 208 PETALUMA CA 94952 X MIKE MARINO LEFT 07012022 SECRETARY 1.00 X X 0 0 0 RAY POUNDS TREASURER 2.00 X X 0 0 0 SAM SKINNER SECRETARY 1.00 X X 0 0 0 GREIG LAGOMARSINO LEFT 07012022 TRUSTEE 1.00 X 0 0 0 MATT TUNNEY PRESIDENT 3.00 X X 0 0 0 MIKE MAECHLING JOINED 07012022 VICE-PRESIDENT 2.00 X X 0 0 0 DAN MEADE JOINED 07012022 TRUSTEE 1.00 X 0 0 0 ROB GIBBONS JOINED 07012022 TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 14575 11162 25737 14333 14333 38637 53220 -14583 -14583 -14583 9700 14575 8623 1077 1077 26564 0 0 827 18000 18000 2884 2884 103 103 777 777 LIBRARY PROJECT 1591 1591 23355 20368 2987 0 7192 10729 95250 95250 334724 334396 437166 440375 0 0 X 437166 440375 437166 440375 437166 440375 3209 0 X 0 0 0 X 695 24450 72116 16550 25737 139548 695 24450 72116 16550 25737 139548 139548 622 6296 10738 24242 -250 41648 1077 1077 182273 0.76560 0.72850 X LUNCHEON AND WATCHING THE BIG GAME 24275 14575 9700 8214 409 24275 14575 9700 8214 409 8623 1077 1 SCHOLARSHIP 8 18000 PART I, LINE 2: SCHOLARSHIPS ARE GIVEN TO DEFRAY ATTENDANCE AND HOUSING COSTS BASED ON ASSESSMENT BY THE BOARD ON SCHOLASTICS, SPORTS, NEED, AND INVOLVEMENT WITH THE FRATERNITY. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S GOVERNING BODY REVIEWS THE FORM 990 PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12 CODE OF CONDUCT IOTA REQUIRES ALL DIRECTORS, EMPLOYEES AND VOLUNTEERS ("REPRESENTATIVES") TO OBSERVE THE HIGHEST STANDARD OF PROFESSIONALISM AND ETHICS IN THE CONDUCT OF THEIR DUTIES AND RESPONSIBILITIES. ALL REPRESENTATIVES OF IOTA MUST COMPLY WITH ALL POLICIES OF IOTA, FULFILL THEIR DUTIES AND RESPONSIBILITIES WITH HONESTY AND INTEGRITY AND COMPLY WITH ALL LAWS AND REGULATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES AVAILABLE ITS FORMS 1023 AND 990 TO THE PUBLIC UPON REQUEST. HENRY W SABIN-ZETA PSI SCHOLARSHIP FUND 2959 LAKE STREET SAN FRANCISCO CA 94121 237418818 SHOLARSHIP GRANTS TO UNDERGRADS ATTENDING THE UNIV. OF CA, BERKELEY CA 501(C)(3) 170(B)(1)(A)(IV) 0 ZETA PSI ALUMNI ASSOCIATION PO BOX 746 ROSS CA 94957 946085814 PROVIDE FURNISHED STUDENT HOUSING FOR IOTA CHAPTER OF ZETA PSI FRATERNITY CA 501(C)(7) 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ZETA PSI ALUMNI ASSOCIATION D 75000 CASH