2017-08-24T15:20:57-05:00 2016-12-31 941585562 PISENTI & BRINKER LLP 201 1ST STREET SUITE 208 PETALUMA CA 94952 990 2016-01-01 201194576 IOTA FOUNDATION C/O PISENTI & BRINKER LLP IOTA 7077629900 201 FIRST STREET No 208 PETALUMA CA 94952 STEPHEN HARPER PRESIDENT 7077629900 2017-08-15 1 RAYMOND POUNDS P00459430 7077629900 50.196.154.29 2017-08-15 14:52:13 PD P 77CB825A6D71D51E126F924405EB6526D8307A0F AA9342FDBFE1EAB8EC15C75ED6790518A0595D70 2016 2021-01-29 14:40:06Z STEPHEN HARPER 201 FIRST STREET No 208 PETALUMA CA 94952 4490 0 X WWW.IOTAFOUNDATION.COM X 2004 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. 7 7 0 7 0 0 3350 4000 0 0 370 490 0 0 3720 4490 43967 0 0 0 0 0 5681 570 570 6677 5616 56325 6186 -52605 -1696 395713 394017 0 0 395713 394017 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 Support of the Zeta Psi Fraternity at the University of California, Berkeley 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 & BRINK 7077629900 201 FIRST STREET SUITE 208 PETALUMA CA 94952 X STEPHEN HARPER PRESIDENT 2.00 X X 0 0 0 MIKE MARINO SECRETARY 1.00 X X 0 0 0 RAY POUNDS TREASURER 2.00 X X 0 0 0 GARY STORM TRUSTEE 1.00 X 0 0 0 SAM SKINNER TRUSTEE 1.00 X 0 0 0 GREIG LAGOMARSINO TRUSTEE 1.00 X 0 0 0 ANDREW JONES TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4000 4000 490 490 4490 0 0 490 2160 2160 570 570 356 356 WRITE-OFF OF PLEDGES 3100 3100 6186 0 5616 570 237115 255918 147300 126950 11298 11149 395713 394017 0 0 X 395713 394017 395713 394017 395713 394017 -1696 0 X 0 0 0 X 5250 6744 3350 4000 19344 5250 6744 3350 4000 19344 19344 124 299 383 471 490 1767 4350 4825 400 9575 30686 0.63040 0.65900 X 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. ZETA PSI ALUMNI ASSOCIATION PO BOX 635 ORINDA CA 94563 946085814 PROVIDE FURNISHED STUDENT HOUSING FOR IOTA CHAPTER OF ZETA PSI FRATERNITY CA 501(c)(7) N/A 0 HENRY W SABIN - ZETA PSI SCHOLARSHIP FUND One Embarcadero Center Suite 4000 SAN FRANCISCO CA 94111 237418818 SCHOLARSHIP GRANTS TO UNDERGRADS ATTENDING THE UNIV. OF CA, BERKELEY CA 501(c)(3) Line 5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0