2011-08-15T10:21:33-05:00 2010-12-31 PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2010-01-01 201194576 IOTA FOUNDATION CO PISENTI & BRINKER LLP IOTA 7077629900 201 FIRST STREET No 208 PETALUMA CA 94952 MATTHEW TUNNEY 7077629900 2011-07-26 1 RAYMOND POUNDS 7077629900 2010 2016-02-24 21:20:13Z STEPHEN HARPER 201 FIRST STREET No 208 PETALUMA CA 94952 244728 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. 8 8 0 0 0 0 602925 197694 0 0 159 1336 9845 7605 612929 206635 0 5000 0 0 0 0 71889 16333 26960 8046 14087 79935 35420 532994 171215 845368 936336 80247 0 765121 936336 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 5000 Support of the Zeta Psi Fraternity at the University of California, Berkeley 5000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 CA X RAYMOND POUNDS CO PISENTI & BRINK 7077629900 201 FIRST STREET SUITE 208 PETALUMA CA 94952 X STEPHEN HARPER 2.00 X X 0 0 0 MIKE MARINO 1.00 X 0 0 0 RAY POUNDS 2.00 X X 0 0 0 GARY STORM 1.00 X 0 0 0 SAM SKINNER 1.00 X 0 0 0 GREIG LAGOMARSINO 1.00 X 0 0 0 ANDREW JONES 1.00 X 0 0 0 MATTHEW TUNNEY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 197694 197694 407 407 39022 38093 929 929 929 OTHER 711300 7605 7605 7605 206635 8534 0 407 5000 5000 3190 3190 16333 16333 1797 1797 1859 270 1589 7241 7241 35420 5000 3460 26960 4650 147518 271155 693200 626306 38875 845368 936336 1360 78887 0 80247 0 X 765121 936336 765121 936336 845368 936336 171215 X 0 0 0 X 250250 602925 197694 1050869 250250 602925 197694 1050869 1050869 159 1336 1495 9845 7605 17450 1069814 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 GREG McELROY McELROY & ASSOCIATES PO BOX 1170 PEARL RIVER NY 109650570 SOLICITATION CAMPAIGN 0 197694 16333 181361 197694 16333 181361 Form 990, Part VI, Section A, line 7a Since the prior year, the Iota Foundation has expanded its board from an interim board to the 4-15 person level as described in the organization's bylaws. The board was composed of 8 members until October 2010, the board accepted the resignation of the former secretary, Matt Tunney. Since the former secretary's resignation, the board has consisted of 7 members. Form 990, Part VI, Section B, line 11 The Foundation's governing body reviews the Form 990 prior to the filing of the return. Form 990, Part VI, Section B, line 12 The Iota Foundation is currently working to develop a conflict-of-interest policy, including a process for regular and consistent monitoring and enforcement of compliance with the policy. 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 44 MONTGOMERY STREET SAN FRANCISCO CA 94104 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 1 0 0 ZETA PSI ALUMNI ASSOCIATION P 78887 INVOICES & RECEIPTS