STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE ALPHA DELTA PHI FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE ALPHA DELTA PHI FOUNDATION INC (EIN 13-6116015)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-07
IRS object ID
201342219349301064
Schema version
2012v2.1
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)
Timestamp2013-08-07T14:37:36-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN201559655EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Business & Tax Systems LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1212 N Fourth StreetAddressLine1
CityWatertownCity
StateWIState
ZIP Code53094ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136116015EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAMUEL EELLS LITERARY AND EDUC FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSAMUNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line16126 LINCOLN AVENUEAddressLine1
CityMORTON GROVECity
StateILState
ZIP Code60053ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM MILLARDName
TitleTREASURERTitle
Phone8479651832Phone
Date Signed2013-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSteve Jahnke CPAName
PTINP00338856PTIN
Phone9202619260Phone
Date Prepared2013-08-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts424175GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1963YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS.ActivityOrMissionDescription
Nbr Voting Members Governing Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year370742ContributionsGrantsPriorYear
Contributions Grants Current Year289330ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year7836InvestmentIncomePriorYear
Investment Income Current Year16341InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year378578TotalRevenuePriorYear
Total Revenue Current Year305671TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year146489GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY98958GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year33051OtherExpensePriorYear
Other Expenses Current Year22023OtherExpensesCurrentYear
Total Expenses Prior Year179540TotalExpensesPriorYear
Total Expenses Current Year120981TotalExpensesCurrentYear
Revenues Less Expenses Prior Year199038RevenuesLessExpensesPriorYear
Revenues Less Expenses CY184690RevenuesLessExpensesCY
Total Assets BOY831538TotalAssetsBOY
Total Assets EOY1016228TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY831538NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1016228NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense84122Expense
Grants84122Grants
DescriptionEDUCATIONAL PROGRAMS: VARIOUS EDUCATIONAL GRANTS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense11894Expense
Grants11894Grants
DescriptionSCHOLARSHIP PROGRAMS: VARIOUS SCHOLARSHIPS AWARDEDDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense2942Expense
Grants2942Grants
DescriptionSCHOLARSHIP PROGRAMS: VARIOUS LITERARY AWARDS.Description
FieldValueIRS element (for citing)
Total Program Service Expense98958TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonWILLIAM E MILLARDNamePerson
Telephone Number8479651832TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12037 N CLIFTONAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60614ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
A PAUL NESHAMKIN
DIRECTOR0.00X000
ALEX J KING
DIRECTOR0.00X000
AMANDA BENNETT
SECRETARY0.00X000X
CHARLES B SHERIDAN
SEWARD SCHOLARSHIP JUDGING0.00X000
CHARLES E GROSS JR
VICE PRESIDENT0.00X000X
E MAGRUDER PASSANO JR
DIRECTOR0.00X000
E MICHAEL GROWNEY
DIRECTOR0.00X000
EDWARD C CERNY III
DIRECTOR0.00X000
EDWARD J DONAHUE
DIRECTOR0.00X000
JOHN TUTTLE
DIRECTOR0.00X000
JONATHAN VICK
DIRECTOR EMERITUS0.00X000
JOON-HO LEE
DIRECTOR0.00X000
RAYMOND J BOULAY
DIRECTOR0.00X000
RAYMOND P THORMAN
PRESIDENT0.00X000X
ROBERT D LILLIENSTEIN
DIRECTOR0.00X000
ROBERT G MCKELVEY
DIRECTOR0.00X000
ROBERT S PRICE
DIRECTOR EMERITUS0.00X000
STEVE EHRFURTH
LITERARY CHAIRMAN0.00X000
STEVE K LEE
DIRECTOR0.00X000
STEVEN W STARNES
DIRECTOR0.00X000
THOMAS MCKESSEY CLARK
DIRECTOR0.00X000
WILLIAM E MILLARD
TREASURER1.00X000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions289330AllOtherContributions
Total Contributions289330TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column16113TotalRevenueColumn
Related Or Exempt Function Income16113RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities118732Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities118504Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities228Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column228TotalRevenueColumn
Related Or Exempt Function Income228RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column305671TotalRevenueColumn
Related Or Exempt Function Income16341RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total84122Total
Program Services84122ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total14836Total
Program Services14836ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total9523Total
Management And General9523ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3070Total
Management And General3070ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total5943Total
Management And General5943ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1097Total
Management And General1097ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total2390Total
Management And General2390ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total120981Total
Program Services98958ProgramServices
Management And General22023ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY87469BOY
EOY97414EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY235336BOY
EOY210312EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY508733BOY
EOY708502EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY831538BOY
EOY1016228EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY23539BOY
EOY23539EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY702999BOY
EOY887689EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY105000BOY
EOY105000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY831538BOY
EOY1016228EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY831538BOY
EOY1016228EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses184690ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years161765CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years113169CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years146946CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year370742CurrentTaxYearMinus1Year
Current Tax Year289330CurrentTaxYear
Total1081952Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years161765CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years113169CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years146946CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year370742CurrentTaxYearMinus1Year
Current Tax Year289330CurrentTaxYear
Total1081952Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total159578AmountsSubstContributorsTotal
Public Support Total170922374PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6978CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8356CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8253CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10560CurrentTaxYearMinus1Year
Current Tax Year16113CurrentTaxYear
Total50260Total
FieldValueIRS element (for citing)
Total Support1132212TotalSupport
Public Support Pertcentage1700.81470PublicSupportPertcentage170
Public Support Pertcent Prior Year0.75030PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ALPHA DELTA PHI INTERNATIONAL
6126 LINCOLN AVEMORTON GROVEIL6005313042655057858EDUCATIONAL
ALPHA DELTA PHI SOCIETY
6126 LINCOLN AVENUEMORTON GROVEIL600532232046215000EDUCATIONAL
COLUMBIA CHAPTER OF ADP
PO BOX 1755NEW YORKNY101851362719998000EDUCATIONAL

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLORSHIPS AND AWARDSTypeOfGrant
Number Of Recipients43NumberOfRecipients
Amount Of Cash Grant14836AmountOfCashGrant

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonBILL MILLARDNamePerson
FieldValueIRS element (for citing)
RelationshipTREASURER OF ORGANIZATIONRelationship
Amount Of Transaction9523AmountOfTransaction
Description Of TransactionCONTRACT LABORDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
O01Form 990 governing body review Part VI line 11THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS, THEN IT IS FILED.
O02Conflict of interest policy compliance Part VI line 12cDIRECTLY BY THE BOARD OF DIRECTORS.
O03Governing documents etc available to public Part VI line 19ITEMS ARE AVAILABLE UPON REQUEST BY INTERESTED INDIVIDUALS.