BETA CHAPTER OF PDT INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BETA CHAPTER OF PDT INC (EIN 26-3266418)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-12
IRS object ID: 202233169349200308
Schema version: 2021v4.0
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
Form 990-EZ
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-12T18:07:06-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	454207097	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ZYCZKIEWICZ LATOUR & COMPANY	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	210 N COLUMBIA ST	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27514	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	263266418	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BETA CHAPTER OF PDT INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BETA	BusinessNameControlTxt
Phone	9194484417	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	210 NORTH COLUMBIA STREET	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27514	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD ZYCZKIEWICZ	PersonNm
Person Title	DIRECTOR/TREASURER	PersonTitleTxt
Phone	9194484417	PhoneNum
Signature	2022-11-11	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RICHARD	PersonFirstNm
Person Last	ZYCZKIEWICZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD ZYCZKIEWICZ	PreparerPersonNm
PTIN	P00291501	PTIN
Phone	9194484417	PhoneNum
Preparation	2022-11-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	N/A	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$51,871	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$15,143	ContributionsGiftsGrantsEtcAmt
Investment Income	$3,036	InvestmentIncomeAmt
Sale Of Assets Gross	$33,692	SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale	$21,510	CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets	$12,182	GainOrLossFromSaleOfAssetsAmt
Total Revenue	$30,361	TotalRevenueAmt
Grants And Similar Amounts Paid	$20,000	GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct	$1,755	FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total	$2,892	OtherExpensesTotalAmt
Total Expenses	$24,647	TotalExpensesAmt
Excess Or Deficit For Year	$5,714	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$213,012	NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets	$14,970	OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY	$233,696	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$213,012	BOYAmt
EOY	$233,696	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$213,012	BOYAmt
EOY	$233,696	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$213,012	BOYAmt
EOY	$233,696	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	TO DEVELOP, PROMOTE, FOSTER AND SUPPORT THE SCHOLARSHIP, EDUCATION AND BROTHERHOOD AMONG THE MEMBERS OF THE NORTH CAROLINAS BETA CHAPTER OF PHI DELTA THETA, OR ANY OTHER RECIPIENTS DEEMED ACCEPTABLE, THROUGH THE DEVELOPMENT OF GRANTS, SCHOLARSHIPS, FACILITIES, PROPERTY AND ALL OTHER ACTIVITIES NECESSARY AND INCIDENTAL TO PROMOTE THE GENERAL EDUCATIONAL, BENEVOLENT, AND CHARITABLE WORK OF THE CORPORATION.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Grants And AllocationsGrantsAndAllocationsAmt	Program Service ExpensesProgramServiceExpensesAmt
SEE PRIMARY EXEMPT PURPOSE - SCHEDULE O	$20,000	$20,000
N/A
N/A

Field	Value	IRS element (for citing)
Total Program Service Expenses	$20,000	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
SCOTT GUNN
DIRECTOR	1.00	$0
HK HALLET II
CO-CHAIRMAN	1.00	$0
JACK R MAGEE
DIRECTOR	1.00	$0
RICHARD ZYCZKIEWICZ
DIRECTOR/TRE	1.00	$0
ELLIOTT BREWER
DIRECTOR	1.00	$0
EARL CHESSON
DIRECTOR	1.00	$0
TOM JONES
CO-CHAIRMAN	1.00	$0
KENNY SELMON
DIRECTOR	1.00	$0
SUSAN GRAVELY
DIRECTOR	1.00	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	false	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	false	OrganizationHadUBIInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Form1120 Pol Filed	false	Form1120PolFiledInd
Made Loans To From Officers	false	MadeLoansToFromOfficersInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	RICHARD ZYCZKIEWICZ	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	210 N COLUMBIA STREET	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27514	ZIPCd

Field	Value	IRS element (for citing)
Phone	9194484417	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccountInd
Foreign Office	false	ForeignOfficeInd
Donor Advised Fnds	false	DonorAdvisedFndsInd
Operate Hospital	false	OperateHospitalInd
Tanning Services Provided	false	TanningServicesProvidedInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
School Operating	false	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (true)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,059	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$36,337	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$23,175	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,017	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,143	CurrentTaxYearAmt
Total	$131,731	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,059	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$36,337	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$23,175	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,017	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,143	CurrentTaxYearAmt
Total	$131,731	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$131,731	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,162	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,538	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,103	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,868	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,036	CurrentTaxYearAmt
Total	$13,707	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,162	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,538	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,103	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,868	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,036	CurrentTaxYearAmt
Total	$13,707	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$34,221	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,875	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,278	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$29,885	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,179	CurrentTaxYearAmt
Total	$145,438	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.90580	PublicSupportCY509Pct
Public Support PY509	0.91240	PublicSupportPY509Pct
Investment Income CY	0.09000	InvestmentIncomeCYPct
Investment Income PY	0.09000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10	NAME: NORTH CAROLINA BETA FOUNDATION INC ADDRESS: 210 N COLUMBIA STREET CHAPEL HILL, NC 27514 CASH CONTRIBUTION: 20,000
FORM 990-EZ, PART I, LINE 16	EXPENSES INVESTMENT BROKER FEES 2,892 TOTAL 2,892
FORM 990-EZ, PART I, LINE 20	UNREALIZED GAINS ON INVESTMENTS 14,970
FORM 990-EZ, PART III	TO DEVELOP, PROMOTE, FOSTER AND SUPPORT THE SCHOLARSHIP, EDUCATION AND BROTHERHOOD AMONG THE MEMBERS OF THE NORTH CAROLINAS BETA CHAPTER OF PHI DELTA THETA, OR ANY OTHER RECIPIENTS DEEMED ACCEPTABLE, THROUGH THE DEVELOPMENT OF GRANTS, SCHOLARSHIPS, FACILITIES, PROPERTY AND ALL OTHER ACTIVITIES NECESSARY AND INCIDENTAL TO PROMOTE THE GENERAL EDUCATIONAL, BENEVOLENT, AND CHARITABLE WORK OF THE CORPORATION.