STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE ALPHA DELTA PHI FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE ALPHA DELTA PHI FOUNDATION INC (EIN 13-6116015)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-02
IRS object ID
201242769349300319
Schema version
2011v1.2
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)
Timestamp2012-10-02T13:08:39-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136116015EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAMUEL EELLS LITERARY AND EDUC FOUNDATIBusinessNameLine1
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 Signed2012-07-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSteve Jahnke CPAName
Phone9202619260Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts381302GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1963YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPSActivityOrMissionDescription
Nbr Voting Members Governing Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year146946ContributionsGrantsPriorYear
Contributions Grants Current Year370742ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-1763InvestmentIncomePriorYear
Investment Income Current Year7836InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year145183TotalRevenuePriorYear
Total Revenue Current Year378578TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year129625GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY146489GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year16097OtherExpensePriorYear
Other Expenses Current Year33051OtherExpensesCurrentYear
Total Expenses Prior Year145722TotalExpensesPriorYear
Total Expenses Current Year179540TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-539RevenuesLessExpensesPriorYear
Revenues Less Expenses CY199038RevenuesLessExpensesCY
Total Assets BOY632499TotalAssetsBOY
Total Assets EOY831538TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY632499NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY831538NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPSMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense134947Expense
Grants134647Grants
DescriptionEDUCATIONAL PROGRAMS VARIOUS EDUCATIONAL GRANTSDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense9292Expense
Grants9292Grants
DescriptionSCHOLARSHIP PROGRAMS VARIOUS SCHOLARSHIPS AWARDEDDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense2250Expense
Grants2250Grants
DescriptionSCHOLARSHIP PROGRAMS VARIOUS LITERARY AWARDSDescription
FieldValueIRS element (for citing)
Total Program Service Expense146489TotalProgramServiceExpense
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 RltnshpfalseOfficerEntityWithBsnssRltnshp
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 (18 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerAverage Hours Per WeekAverageHoursPerWeek
AMANDA BENNETT
DIRECTORX000
CHARLES B SHERIDAN
SEWARD SCHOLARSHIP JUDGINGX000
CHARLES E GROSS JR
VICE PRESIDENTX000X
E MAGRUDER PASSANO JR
DIRECTORX000
E MICHAEL GROWNEY
DIRECTORX000
EDWARD C CERNY III
SECRETARYX000X
EDWARD J DONAHUE
DIRECTORX000
JOHN TUTTLE
DIRECTORX000
JONATHAN VICK
DIRECTOR EMERITUSX000
JOON-HO LEE
DIRECTORX000
ROBERT D LILLIENSTEIN
DIRECTORX000
ROBERT G MCKELVEY
DIRECTORX000
ROBERT S PRICE
DIRECTOR EMERITUSX000
RYAMOND P THORMAN
PRESIDENTX000X
STEPHEN W STARNES
DIRECTORX000
STEVE EHRFURTH
LITERARY CHAIRMANX000
THOMAS MCKESSEY CLARK
DIRECTORX000
WILLIAM E MILLARD
TREASURERX000X1.00
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 Contributions370742AllOtherContributions
Total Contributions370742TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10560TotalRevenueColumn
Related Or Exempt Function Income10560RelatedOrExemptFunctionIncome

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2724Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-2724Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-2724TotalRevenueColumn
Related Or Exempt Function Income-2724RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column378578TotalRevenueColumn
Related Or Exempt Function Income7836RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total134947Total
Program Services134947ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total11542Total
Program Services11542ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total8646Total
Management And General8646ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3500Total
Management And General3500ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total3427Total
Management And General3427ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1606Total
Management And General1606ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1280Total
Management And General1280ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionWRITE OFF LOAN BALANCEDescription
Total14592Total
Management And General14592ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total179540Total
Program Services146489ProgramServices
Management And General33051ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY116630BOY
EOY87469EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY212762BOY
EOY235336EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY14592BOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY288515BOY
EOY508733EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY632499BOY
EOY831538EOY

Total Liabilities TotalLiabilities

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

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY20580BOY
EOY23539EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY506919BOY
EOY702999EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY105000BOY
EOY105000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY632499BOY
EOY831538EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY632499BOY
EOY831538EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses199038ReconcilationRevenueExpenses
Reconcilation Other Changes1ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedfalseFSAudited
Audit CommitteefalseAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years236005CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years161765CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years113169CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year146946CurrentTaxYearMinus1Year
Current Tax Year370742CurrentTaxYear
Total1028627Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years236005CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years161765CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years113169CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year146946CurrentTaxYearMinus1Year
Current Tax Year370742CurrentTaxYear
Total1028627Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total214515AmountsSubstContributorsTotal
Public Support Total170814112PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22237CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6978CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8356CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8253CurrentTaxYearMinus1Year
Current Tax Year10560CurrentTaxYear
Total56384Total
FieldValueIRS element (for citing)
Total Support1085011TotalSupport
Public Support Pertcentage1700.75030PublicSupportPertcentage170
Public Support Pertcent Prior Year0.91480PublicSupportPertcentPriorYear
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 (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ALPHA DELTA PHI INTERNATIONAL
6126 LINCOLN AVEMORTON GROVEIL6005313042655082914EDUCATIONAL
ALPHA DELTA PHI SOCIETY
6126 LINCOLN AVENUEMORTON GROVEIL6005322320462110000EDUCATIONAL
COLUMBIA CHAPTER OF ADP
PO BOX 1755NEW YORKNY1018513627199912000EDUCATIONAL
BALTIMORE ADELPHIC LIT SOCIETY
6212 YORK RDBALTIMOREMD2121252181281725233EDUCATIONAL

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLORSHIPS AND AWARDSTypeOfGrant
Number Of Recipients34NumberOfRecipients
Amount Of Cash Grant12392AmountOfCashGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanation
01. Form 990 governing body review (Part VI, line 11)THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS THEN IT IS FILED
02. Conflict of interest policy compliance (Part VI, line 12c)DIRECTLY BY THE BOARD OF DIRECTORS
03. Governing documents, etc, available to public (Part VI, line 19)ITEMS ARE AVAILABLE UPON REQUEST BY INTERESTED INDIVIDUALS
04. Explanation of other changes in net assets or fund balances (Part XI, line 5)DUE TO ROUNDING