TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) WAYNE W WILSON...................................................................... TRUSTEE	8.00 .................	X		0	0
(2) JAMES C DENNY...................................................................... CHAIRMAN	20.00 .................	X	X	0	0
(3) BRUCE A JACKSON...................................................................... SECRETARY/TREASURER	4.00 .................	X	X	0	0
(4) TIMOTHY P MCCOURT...................................................................... VICE CHAIRMAN	4.00 .................	X	X	0	0
(5) KARL D BRENSIKE...................................................................... TRUSTEE	2.00 .................	X		0	0
(6) DONALD V FITES...................................................................... TRUSTEE	1.50 .................	X		0	0
(7) CHRISTOPHER J HEDBERG...................................................................... TRUSTEE	1.00 .................	X		0	0
(8) FREDERICK A HEGELE...................................................................... TRUSTEE	5.00 .................	X		0	0
(9) JERRY NELSON...................................................................... TRUSTEE	3.00 .................	X		0	0
(10) ARI J OFFICER...................................................................... TRUSTEE	3.00 .................	X		0	0
(11) RANDALL SCHNACK...................................................................... TRUSTEE	16.00 .................	X		0	0
(12) W GUY SPRIGGS...................................................................... TRUSTEE	1.00 .................	X		0	0
(13) CARL J STONEY JR...................................................................... TRUSTEE	2.00 .................	X		0	0
(14) PAUL R WINEMAN...................................................................... TRUSTEE	5.00 .................	X		0	0
(15) BENJAMIN S M NICOL...................................................................... CHIEF EXECUTIVE OFFICER	40.00 .................		X	142,542	13,118
(16) PAMELA HAWKINS...................................................................... CHIEF FINANCIAL OFFICER	40.00 .................		X	118,990	6,494
(17) DREW M THAWLEY...................................................................... CHIEF ADVANCEMENT OFFICER	40.00 .................		X	160,269	24,524

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	2,045,529	3,672,618	2,574,163	1,995,478	2,186,767	12,474,555
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	2,045,529	3,672,618	2,574,163	1,995,478	2,186,767	12,474,555
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						2,847,652
6	Public support. Subtract line 5 from line 4.						9,626,903

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..	2,045,529	3,672,618	2,574,163	1,995,478	2,186,767	12,474,555
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	396,488	540,126	669,835	709,508	639,275	2,955,232
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..		280,152	580,150	221,338	269,873	1,351,513
11	Total support. Add lines 7 through 10						16,781,300

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

57.370 %

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

62.160 %

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization THE ENDOWMENT FUND OF THE PHI KAPPA PSI FRATERNITY

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization THE ENDOWMENT FUND OF THE PHI KAPPA PSI FRATERNITY		Employer identification number 36-6130655

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization THE ENDOWMENT FUND OF THE PHI KAPPA PSI FRATERNITY			Employer identification number 36-6130655
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

$ 113,951

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	927,584	1,280,341	1,303,381	1,291,846	1,363,044
b	Contributions ...	26,100	1,409	34,200	22,500	23
c	Net investment earnings, gains, and losses	58,984	77,598	-52,240	485	-30,277
d	Grants or scholarships ...			5,000	11,450	40,944
e	Other expenditures for facilities and programs ...		411,517
f	Administrative expenses ....	21,123	20,247
g	End of year balance ......	991,545	927,584	1,280,341	1,303,381	1,291,846

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

81.617 %

Term endowment SchDMd Bullet

18.383 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	193,973	137,000		330,973
b	Buildings ....	365,027	1,517,111	1,135,670	746,468
c	Leasehold improvements		1,505,181	805,833	699,348
d	Equipment ....		511,785	500,322	11,463
e	Other .....		117,986	114,653	3,333
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					1,791,585

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) HEDGE FUND INVESTMENTS	1,337,178	F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	1,337,178

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	66,975
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	3,037,529
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-418,996
b	Donated services and use of facilities .........	2b	22,535
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	-35,729
e	Add lines 2a through 2d .....................			2e	-432,190
3	Subtract line 2e from line 1..................			3	3,469,719
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	27,045
b	Other (Describe in Part XIII.) ...........	4b	-73,900
c	Add lines 4a and 4b....................			4c	-46,855
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	3,422,864

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	5,124,000
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	22,535
b	Prior year adjustments ............	2b
c	Other losses ................	2c	10,376
d	Other (Describe in Part XIII.) ............	2d	73,900
e	Add lines 2a through 2d....................			2e	106,811
3	Subtract line 2e from line 1...................			3	5,017,189
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	27,045
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	27,045
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	5,044,234

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART III, LINE 4:	OVER THE COURSE OF THE FOUNDATION'S EXISTENCE, IT HAS PERIODICALLY BEEN GIFTED HISTORICAL ITEMS, INCLUDING OFFICE FURNITURE AND ART. THESE ITEMS EITHER PROVIDE DECORATION FOR THE FOUNDATION'S OFFICES OR ARE USED AS FUNCTIONAL PIECES OF FURNITURE.
PART V, LINE 4:	THE FOUNDATION HAD A POLICY FOR ITS ENDOWMENT FUNDS OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% OF ITS ENDOWMENT FUND'S PREVIOUS YEAR FUND BALANCE FOR SCHOLARSHIPS AND GRANTS WITH THE EXCEPTION OF ENDOWED FUNDS GOVERNED BY FUND SPECIFIC GIFT AGREEMENTS. BEGINNING JANUARY 1, 2020, THE SPENDING POLICY DECREASED TO 4.5% OF THE ENDOWMENT FUND'S ROLLING FIVE YEAR QUARTERLY MARKET VALUE AVERAGE. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ASSETS HELD FOR ENDOWMENT. THE FOUNDATION'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN.
PART X, LINE 2:	THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. THE SINGLE MEMBER LLCS ARE EXEMPT AS PROGRAMS UNDER THE FOUNDATION'S NOT-FOR-PROFIT EXEMPTION AND ARE INCLUDED IN THE INCOME TAX FILINGS OF THE FOUNDATION. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CERTAIN INVESTMENT INCOME IS CONSIDERED UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH DECEMBER 31, 2019. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS).
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF GIFT ANNUITY 2,133. CHANGE IN VALUE OF BENEFICIAL INTEREST 10,642. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -58,880. LOSS OF DISPOSAL OF ASSETS 10,376.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES NETTED WITH INCOME -73,900.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSES NETTED WITH INCOME 73,900.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	1,337,178
















3a	Sub-total ....	0	0		1,337,178
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		1,337,178

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART III ACCOUNTING METHOD:

Schedule F (Form 990) 2020

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number
36-6130655

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) UNIVERSITY OF ILLINOIS ASSOCIATION OF PHI KAPPA PSI 911 SOUTH FOURTH STREET CHAMPAIGN,IL61820	37-6036062	501(C)(7)	131,418	EDUCATION AREA GRANTS
(2) CALIFORNIA EPSILON OF PHI KAPPA PSI HOUSE CORPORATION 924 WESTWOOD BOULEVARD SUITE 550 LOS ANGELES,CA90024	95-6059240	501(C)(2)	200,000	EDUCATIONAL AREA GRANTS
(3) THE HOUSING CORPORATION FOR THE CALIFORNIA GAMMA CHAPTER OF PHI KAPPA PSI 2424 WARRING STREET BERKELEY,CA94076	26-4685310	501(C)(7)	71,108	EDUCATIONAL AREA GRANTS
(4) IOWA BETA OF PHI KAPPA PSI 100 OFFICE PARK ROAD SUITE 319 WEST DES MOINES,IA50265	42-1152321	501(C)(7)	30,549	EDUCATIONAL OPERATING GRANTS
(5) INDIANA EPSILON HOUSE CORPORATION 2885 SANFORD AVENUE SW 15251 GRANDVILLE,MI49418	35-1883933	501(C)(7)	805,363	EDUCATIONAL OPERATING GRANTS
(6) OHIO DELTA COMPANY 1812 NORTH HIGH STREET COLUMBUS,OH43201	31-6052859	501(C)(2)	8,933	EDUCATIONAL OPERATING GRANTS
(7) OREGON BETA OF PHI KAPPA PSI ASSOCIATION 849 NORTHPOINT LOOP BROWNSVILLE,OR97327	26-3700834	501(C)(7)	5,494	EDUCATIONAL OPERATING GRANTS
(8) MICHIGAN ALPHA PHI KAPPA PSI CORPORATION 45798 TURTLEHEAD DRIVE PLYMOUTH,MI48170	38-2426303	501(C)(7)	28,040	EDUCATIONAL OPERATING GRANTS

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2020

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant
(1) GRANTS - EDUCATIONAL PROGRAMS - EXCELLENCE IN ADVISING GRANT	1	1,000
(2) SCHOLARSHIPS - NATIONAL AWARDS	21	53,250
(3) SCHOLARSHIPS - CHAPTER AWARDS	383	346,604
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

GRANT MONIES PROVIDED FOR EDUCATIONAL PROGRAM RELATED EFFORTS ARE DISBURSED IN ACCORDANCE WITH AN EXECUTED GRANT AGREEMENT. SUCH AGREEMENTS PROVIDE FOR THE PERCENTAGE OF THE PROGRAM, WHICH ACCORDING TO A LEGAL OPINION, IS DEEMED EDUCATIONAL. FURTHER, EACH AGREEMENT OUTLINES THE REPORTING REQUIREMENTS. SCHOLARSHIPS AND FELLOWSHIPS ARE AWARDED FOR BOTH QUALITATIVE AND QUANTITATIVE SUCCESSES AND ACCOMPLISHMENTS. ALL GRANT AND SCHOLARSHIP DISBURSEMENTS ARE MONITORED INTERNALLY BY STAFF AND, IN APPLICABLE CASES, CONFIRMED BY THE COLLEGE OR UNIVERSITY.

Schedule I (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DREW M THAWLEY CHIEF ADVANCEMENT OFFICER	(i) (ii)	150,878 ------------- 0	9,391 ------------- 0	0 ------------- 0	6,945 ------------- 0	17,579 ------------- 0	184,793 ------------- 0	0 ------------- 0
2BENJAMIN S M NICOL CHIEF EXECUTIVE OFFICER	(i) (ii)	142,542 ------------- 0	0 ------------- 0	0 ------------- 0	8,700 ------------- 0	4,418 ------------- 0	155,660 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	16	97,910	FAIR MARKET VALUE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2020)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 32B:	THE FOUNDATION UTILIZES FIDELITY AND BUCKINGHAM STRATEGIC WEALTH TO SELL DONATED SECURITIES.

Schedule M (Form 990) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Return Reference	Explanation
FORM 990, PART III, LINE 4A	THE ENDOWMENT FUND HAS A DISTINGUISHED HISTORY OF FUNDING PROGRAMS WHICH SET THE STANDARD AS SOME OF THE MOST FORWARD-LOOKING LEADERSHIP AND EDUCATIONAL PROGRAMS AVAILABLE TO TODAY'S COLLEGIANS. THROUGH ASSEMBLING THE BEST MINDS IN LEADERSHIP DEVELOPMENT, SUBSTANCE ABUSE PREVENTION AND VALUES EDUCATION TRAINING, PHI PSI IS ABLE TO OFFER ITS YOUNGEST MEMBERS EXPERIENCES THAT THEY OTHERWISE WOULD NOT HAVE. THE ENDOWMENT FUND'S COMMITMENT TO EDUCATION AND A WELL-ROUNDED COLLEGE EXPERIENCE IS EVIDENT THROUGH GRANTS TO HELP IMPROVE CHAPTER EDUCATION AND TECHNOLOGY RESOURCES IN CHAPTER HOUSES, LEADERSHIP FELLOWSHIPS, GRANTS TO THE FRATERNITY, FUNDING OF THE NELSON LEADERSHIP INSTITUTE, ITS NATIONAL AND CHAPTER SCHOLARSHIP OFFERINGS AND GENERAL ASSISTANCE IN COUNSELING RELATED TO EDUCATIONAL ENDEAVORS. FROM THE ANNOUNCEMENT OF A DEADLY PANDEMIC TO A GLOBAL MOVEMENT FOR RACIAL JUSTICE, 2020 BROUGHT UNCERTAINTY AND UNREST TO EVERYONE INCLUDING THE COLLEGIANS SERVED BY THE ENDOWMENT FUND. AS SUCH, THE ENDOWMENT FUND'S PROGRAMMING SUPPORT WAS DRAMATICALLY DIFFERENT IN 2020 THAN PRIOR YEARS. DESPITE THESE TURBULENT TIMES, IT WAS EVIDENT THAT A LEVEL OF SUPPORT WAS NEEDED AS PROGRAMS SHIFTED FROM TRADITIONALLY IN-PERSON OFFERINGS TO VIRTUAL EFFORTS. PROGRAMS SUCH AS REGIONAL LEADERSHIP TRAINING, THE ELEVATE PROGRAM, THE CLIFTONSTRENGTHS ASSESSMENT, AND THE NEW MEMBER EDUCATION PROGRAM CONTINUED AS CORNERSTONES OF THE FRATERNITY'S EFFORTS, WHILE OTHER PROGRAMS WERE PUT ON PAUSE. ADDITIONALLY, THE NELSON LEADERSHIP INSTITUTE PROVIDED EDUCATIONAL PROGRAMMING THROUGH THE PIVOT EXPERIENCE AND EMPHASIZED THE IMPORTANCE OF THE WINEMAN MENTORING ADVANTAGE PROGRAM (MAP). TO ASSIST NEW MEMBERS OF PHI KAPPA PSI DEVELOP INTO STRONG LEADERS, THE ENDOWMENT FUND FUNDED THE FRATERNITY'S OFFERING OF GALLUP'S CLIFTONSTRENGTHS, AN ONLINE ASSESSMENT THAT HELPS THE USER IDENTIFY THEIR NATURAL TALENTS. DEVELOPED THROUGH A DECADE OF RESEARCHING STRENGTHS OF SUCCESSFUL LEADERS, THE ASSESSMENT HELPS INDIVIDUALS IDENTIFY THEIR TOP FIVE OF THE 34 THEMES OR STRENGTHS DEFINED BY GALLUP. WITH OVER TWO MILLION INDIVIDUALS AND 600 SCHOOLS AND UNIVERSITIES IN NORTH AMERICA PARTICIPATING IN THIS ASSESSMENT, THE CLIFTONSTRENGTHS ASSESSMENT PROVIDES INDIVIDUALS WITH AN UNDERSTANDING OF THEIR OWN STRENGTHS AND HOW THESE STRENGTHS CAN BE BEST UTILIZED IN A VARIETY OF SITUATIONS IN THEIR OWN LIVES. THE UNDERLYING PHILOSOPHY IS NOT ABOUT IGNORING WEAKNESSES BUT INSTEAD ABOUT FOCUSING ON PARTICIPANTS' NATURAL TALENTS AND NOT ALLOWING WEAKNESSES TO PREVENT SUCCESS. BY LEARNING HOW STRENGTHS CAN BE HARNESSED, IT ALLOWS THOSE WHO PARTICIPATE IN THE ASSESSMENT TO FULFILL THEIR DEEPEST POTENTIAL. TO ASSIST PHI KAPPA PSI'S OFFICERS DEVELOP INTO STRONG LEADERS, THE ENDOWMENT FUND WAS PLEASED TO SUPPORT THE REGIONAL LEADERSHIP TRAINING WHICH WAS OFFERED VIRTUALLY. DRAFTED BOTH INTERNALLY AND WITH THE ASSISTANCE OF EXTERNAL CONSULTANTS, THE PROGRAM CURRICULUM DRAWS UPON CHAPTER OFFICER POSITIONS AS A FRAMEWORK TO EXPOSE ATTENDEES TO SESSIONS/TRAININGS DESIGNED TO PROVIDE SKILLS AND KNOWLEDGE THAT ARE GENERALLY APPLICABLE TO ANY LEADERSHIP ROLE. ANSWERING THE CALL OF UNDERGRADUATES, ALUMNI AND CAMPUS COMMUNITIES, THE ENDOWMENT FUND HAS SUPPORTED THE FRATERNITY'S ELEVATE INITIATIVE. THIS INITIATIVE SERVES AS THE UMBRELLA FOR A COMPREHENSIVE SUITE OF PROGRAMMING THAT FOCUSES ON ENHANCING STUDENTS' UNDERSTANDING, EDUCATION AND AWARENESS OF MENTAL HEALTH ISSUES, NUTRITION, BODY IMAGE, BULLYING, HAZING AND HARASSMENT, ALCOHOL AND DRUG MISUSE, GENDER RELATIONS, AND SEXUAL MISCONDUCT (INCLUDING SEXUAL ASSAULT, ABUSE, AND HARASSMENT). SPECIFIC PROGRAMS WITHIN THE ELEVATE INITIATIVE INCLUDE AWARENESS CAMPAIGNS (NATIONAL SUICIDE PREVENTION WEEK, MOVEMBER, ETC.) AND GREEKLIFEEDU. AWARENESS CAMPAIGNS ARE EFFORTS TO RAISE AWARENESS ON VARIOUS TOPICS INCLUDING SUICIDE PREVENTION AND MEN'S HEALTH (E.G., GENERAL WELLBEING, PROSTATE CANCER, TESTICULAR CANCER, SUICIDE PREVENTION/MENTAL HEALTH). THESE EFFORTS AROUND MENTAL HEALTH AND THE IMPORTANCE OF HEALTHY RELATIONSHIPS WERE BOLSTERED IN 2020 AS PHYSICAL, IN-PERSON PROGRAMMING AND CONNECTIONS WERE LIMITED. THE AIM OF THE AWARENESS COMMUNICATIONS IS TO INCREASE VISIBILITY TO THE TOPICS, ENCOURAGE DISCUSSIONS REGARDING THE TOPICS AND CREATE AN UNDERSTANDING OF THE IMPORTANCE OF REGULAR HEALTH CHECK-UPS AND OPPORTUNITIES TO ENGAGE IN PREVENTION-BASED CARE. GREEKLIFEEDU, AN ONLINE ALCOHOL, HAZING AND SEXUAL ASSAULT PREVENTION PROGRAM, IS DESIGNED AS A POPULATION-LEVEL PREVENTION PROGRAM. EACH NEW MEMBER OF THE FRATERNITY IS REQUIRED TO COMPLETE THE PROGRAM. THIS METHODOLOGY CREATES A LEARNING EXPERIENCE THAT MOTIVATES BEHAVIOR CHANGE, RESETS UNREALISTIC EXPECTATIONS ABOUT THE EFFECTS OF ONE'S DECISIONS AND LINKS CHOICES TO ACADEMIC AND PERSONAL SUCCESS. THROUGH THE NELSON LEADERSHIP INSTITUTE, THE ENDOWMENT FUND SEEKS TO ENRICH THE FRATERNAL EXPERIENCE FOR TODAY'S UNDERGRADUATES BY PROVIDING LEADERSHIP EXPERIENCES SUCH AS PIVOT, A FIVE-DAY IMMERSIVE JOURNEY BUILT ON LEARNING THE SMALL CHANGES LEADERS DO THAT MAKE MAXIMUM IMPACT, AND THE WINEMAN MENTORING ADVANTAGE PROGRAM. IN 2020, PIVOT CONSISTED OF ONLY ONE SESSION, DURING WHICH PARTICIPANTS WERE MENTALLY AND PHYSICALLY CHALLENGED. OTHER PLANNED SESSIONS WERE CANCELLED BECAUSE OF THE PANDEMIC. HOWEVER, THE UNIQUENESS OF THE EXPERIENCE FOR THOSE ABLE TO ATTEND, LIES IN THE INTENSIVE INTERACTION WITH ALUMNI. PIVOT PARTICIPANTS BECOME MORE EFFECTIVE WITH IMPLEMENTING A CLEAR VISION AND MAP OF THEIR OWN LEADERSHIP DEVELOPMENT PATH, EXPLORE THE CAPABILITIES AND BELIEFS THAT UNDERPIN SERVANT LEADERSHIP AND SERVICE TO OTHERS, EXPERIENCE DAILY PHYSICAL CHALLENGES WHILE CHARTING A COURSE FOR HEALTHY LIVING, AND GAIN THE CONFIDENCE TO STEP INTO A MENTORING COMMUNITY. MAP, WHICH WAS ESTABLISHED IN 2018, SEEKS TO FOSTER MEANINGFUL RELATIONSHIPS BETWEEN PHI KAPPA PSI ALUMNI AND CURRENT UNDERGRADUATE MEMBERS BY CREATING AND CULTIVATING A ROBUST MENTORING RELATIONSHIP. IN MARCH 2020, DURING THE BEGINNING OF THE COUNTRY'S COVID-19 PANDEMIC, MUCH OF THE UNITED STATES DECLARED AN EMERGENCY STAY-AT-HOME ORDER IN WHICH SOCIAL DISTANCING WAS REQUIRED EXCEPT FOR THOSE IN THE SAME HOUSEHOLD. MAP ALLOWED UNDERGRADUATES TO STAY CONNECTED AND TO KEEP A DISTANCE TWO THINGS THAT DO NOT HAVE TO BE MUTUALLY EXCLUSIVE. THE CONNECTIONS MADE THROUGH MAP HELP PREPARE STUDENTS FOR LIFE AFTER COLLEGE AND ENHANCES THE LIFELONG CONNECTION THAT BROTHERHOOD IN PHI KAPPA PSI PROVIDES. IT IS BUILT ON THE PRINCIPLES OF PHI KAPPA PSI AND ENHANCED BY MENTORING BEST PRACTICES FROM COLLEGES, UNIVERSITIES, AND COMPANIES WORLDWIDE. THE PHI KAPPA PSI FRATERNITY WAS FOUNDED IN 1852 BY TWO MEN WHO UNDERSTOOD THE "GREAT JOY OF SERVING OTHERS" IN TIMES OF HARDSHIP. AT THE TIME, ON JEFFERSON COLLEGE'S CAMPUS AND IN THE CANONSBURG COMMUNITY, IT WAS TYPHOID FEVER. IN 2020, IT WAS COVID-19. THE ENDOWMENT FUND CALLED UPON DONORS TO LEND A HAND DURING THIS VERY CHALLENGING TIME. UNDERGRADUATES IN SERIOUS NEED AND CHAPTER HOUSE CORPORATIONS THAT HOUSE THOSE STUDENTS FACED PERHAPS THE MOST CHALLENGING FINANCIAL TIMES IN THEIR EXISTENCE. THE ENDOWMENT FUND REIMAGINED ITS CHAPTER DESIGNATED FUND OFFERINGS AND SUPPORT PROGRAMS IN 2020. THE RESULT WAS THE ESTABLISHMENT OF CHAPTER EDUCATIONAL FUNDS (AKA CHAPTER ONEFUNDS), WHICH SUPPLEMENT THE ORGANIZATION'S CHAPTER HOUSING FUND, CHAPTER HOUSE OPERATING FUND, CHAPTER LEADERSHIP FUND AND CHAPTER SCHOLARSHIP FUND PROGRAMS WHICH ARE CONTINUALLY RECOGNIZED INTER-FRATERNALLY AS REVOLUTIONARY AND ARE MET WITH GREAT FANFARE BY ALUMNI MEMBERS. THESE DISTINCTLY DIFFERENT FUNDS ASSIST GROUPS BY OFFERING FUNDING FOR MERIT AND NEED BASED AWARDS AND FELLOWSHIPS, THE MONIES NECESSARY FOR REPAIRS, UPGRADES OR EVEN THE PURCHASE OF NEW HOUSING, AND FOR THE OPERATION OF OUR CHAPTER FACILITIES. THE ENDOWMENT FUND IS COMMITTED TO NOT ONLY LEADERSHIP/MEMBER DEVELOPMENT PROGRAMS BUT ALSO THE ACADEMIC SUCCESS AND FULFILLING THE FINANCIAL NEEDS OF TODAY'S COLLEGIANS. FOR FISCAL YEAR 2020, EXPENSES ATTRIBUTABLE TO FELLOWSHIPS AND SCHOLARSHIPS TOTALED $400,854. THROUGH THE GRANTING OF SCHOLARSHIP MONIES, THE ENDOWMENT FUND REGULARLY AWARDS PHI PSIS WHO EXCEL IN AREAS OF ACADEMICS, CHAPTER LEADERSHIP, AND CAMPUS INVOLVEMENT. RECIPIENTS DISPLAY OUTSTANDING ACADEMIC ACHIEVEMENT AND EXCELLENCE IN SERVICE TO PHI PSI, THEIR CAMPUSES, AND COMMUNITIES, AS WELL AS ACTIVE MEMBERSHIP IN VARSITY ATHLETICS, UNIVERSITY-WIDE ORGANIZATIONS, COMMUNITY GROUPS, AND PHILANTHROPIES. THEY ARE OFTEN INVOLVED IN STUDENT GOVERNMENT AND HONOR SOCIETIES AND SERVE AS YOUTH MENTORS, COMMUNITY VOLUNTEERS, AND CAMPUS LEADERS. THESE AWARDS CONTINUE TO UNDERSCORE THE ENDOWMENT FUND'S BELIEF THAT SUCCESS WITHIN THE FRATERNITY AND LIFE FIRST BEGINS IN THE CLASSROOM.
FORM 990, PART III, LINE 4A CONT'D	THE ENDOWMENT FUND ALSO APPRECIATES THAT ONE'S PHYSICAL SURROUNDINGS HAVE A DRAMATIC IMPACT ON ACADEMIC PERFORMANCE AND THAT THE APPROPRIATE ENVIRONMENT CAN ASSIST IN PRODUCING SUPERIOR COLLEGE GRADUATES. HOUSING IS AN IMPORTANT FOCUS AS A SAFE, HEALTHY, AND APPROPRIATE ACADEMIC ENVIRONMENT IS PARAMOUNT TO ONE'S SCHOLASTIC PURSUITS. IN A CAPITAL CAMPAIGN, THERE IS THE NEED TO USE MONIES FOR MANY OTHER PURPOSES (FUNDRAISING, ARCHITECT/ENGINEERING, PERMITS, CONSTRUCTION, ETC.). AS SUCH, THE ENDOWMENT FUND MAINTAINED/ESTABLISHED HOUSING FUNDS FOR TWENTY-FOUR (24) HOUSE CORPORATIONS THAT WERE INVOLVED IN CAPITAL CAMPAIGNS CURRENTLY OR IN RECENT YEARS. THESE FUNDS, ALONG WITH CHAPTER HOUSE OPERATING FUNDS, OF WHICH THE ENDOWMENT FUND MAINTAINED THIRTEEN (13), SUPPORT CAPITAL BUILDING PROJECTS AND SERVE AS A RECEPTACLE FOR MONIES, WHICH ARE TO BE DISBURSED TO THOSE RESPECTIVE GROUPS FOR APPROPRIATE GRANTS FOR THE CONSTRUCTION, RENOVATION, AND OPERATION OF HOUSING FACILITIES. ACCORDING TO THE IRS, THE ENDOWMENT FUND CAN MAKE GRANTS FROM THESE FUNDS TO HOUSE CORPORATIONS FOR THE CONSTRUCTION/RENOVATION AND OPERATION EQUAL TO THE EDUCATIONAL PERCENTAGE OF THE FACILITY'S SPACE. IN 2020, THE ENDOWMENT FUND PROVIDED $1,300,240 IN CHAPTER-SPECIFIC GRANTS TO CHAPTER HOUSE CORPORATIONS AS A COMPONENT OF CHAPTER CAPITAL CAMPAIGNS AND GENERAL FACILITY OPERATIONS. CHAPTER SCHOLARSHIP FUNDS ALSO SERVED AS A LENDING SOURCE FOR SEVEN HOUSE CORPORATIONS IN 2020.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PRESENTED TO STAFF. STAFF REVIEWS THE DRAFT AND OFFERS CORRECTIONS AND EDITS PRIOR TO A SECOND DRAFT BEING REVIEWED BY THE FOUNDATION'S AUDIT COMMITTEE. AFTER ANY CORRECTIONS ARE MADE ON BEHALF OF THE AUDIT COMMITTEE, A FINAL VERSION IS PROVIDED TO THE FOUNDATION'S TRUSTEES FOR THEIR REVIEW AND COMMENT.
FORM 990, PART VI, SECTION B, LINE 12C	THE FOUNDATION PROVIDES ALL PARTIES (STAFF, TRUSTEES, ETC.) YEARLY WITH A WRITTEN COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. INDIVIDUALS ARE REQUIRED TO EXECUTE A COPY WHICH IS THEN REVIEWED BY STAFF AND THE AUDIT COMMITTEE. ANY CONFLICTS OF INTEREST THAT ARISE FROM COMPLETION OF THE FORM OR THAT SUBSEQUENTLY ARE BROUGHT TO THE ATTENTION OF STAFF OR A TRUSTEE ARE ADDRESSED BY THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION FOR THE FOUNDATION'S CHIEF EXECUTIVE OFFICER IS DETERMINED AND APPROVED BY THE FOUNDATION'S TRUSTEES BASED UPON A REVIEW OF ESTABLISHED OBJECTIVES AND ANALYSIS OF LOCAL AND NATIONAL SALARY SURVEYS/DATA.
FORM 990, PART VI, SECTION C, LINE 19	THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	DECREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE -58,880. CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 10,642. CHANGE IN VALUE OF GIFT ANNUITY 2,133.
FORM 990, PART XII, LINE 2C	THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. NO PROCESSES HAVE CHANGED FROM PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

THE ENDOWMENT FUND OF THE PHI KAPPA PSI
FRATERNITY

Employer identification number

36-6130655

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) PROPERTY PRESERVATION LLC 5395 EMERSON WAY INDIANAPOLIS,IN46226 20-2489863	OWN AND OPERATE REAL ESTATE HOLDINGS	IN	1,257	25,381	THE ENDOWMENT FUND OF THE PHI KAPPA PSI FRATERNITY
(2) ONEONTA-MAPLE LLC 5395 EMERSON WAY INDIANAPOLIS,IN46226 73-1724501	OWN AND OPERATE REAL ESTATE HOLDINGS	IN	-208	101,757	PROPERTY PRESERVATION LLC
(3) HAMMER STREET PROPERTIES LLC 5395 EMERSON WAY INDIANAPOLIS,IN46226 26-2804420	OWN AND OPERATE REAL ESTATE HOLDINGS	IN	42,319	404,199	PROPERTY PRESERVATION LLC
(4) PKP MCMAHAN FINANCE ENGINE LLC 5395 EMERSON WAY INDIANAPOLIS,IN46226 36-6130655	PAY INSURANCE PREMIUMS ON BEHALF OF THE FOUNDATION	IN	-528,166	2,564,656	THE ENDOWMENT FUND OF THE PHI KAPPA PSI FRATERNITY
(5) NELSON LEADERSHIP INSTITUTE LLC 5395 EMERSON WAY INDIANAPOLIS,IN46226 36-6130655	LEADERSHIP TRAINING AND EDUCATION	IN	297,440	357,734	THE ENDOWMENT FUND OF THE PHI KAPPA PSI FRATERNITY

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)PHI KAPPA PSI FRATERNITY INC 5395 EMERSON WAY INDIANAPOLIS,IN46226 26-2362161	FRATERNAL ORGANIZATION	IN	501(C)(7)	N/A	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) PHI KAPPA PSI FRATERNITY INC	J	107,384	FAIR MARKET VALUE
(2) PHI KAPPA PSI FRATERNITY INC	Q	119,234	FAIR MARKET VALUE

Schedule R (Form 990) 2020

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2020

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO FOSTER THE DEVELOPMENT OF LEADERS AND TO PROMOTE ACADEMIC EXCELLENCE IN HIGHER EDUCATION BY PROVIDING STUDENTS WITH SCHOLARSHIPS AND AWARDS AND BY SUPPORTING EDUCATIONAL PROJECTS AND PROGRAMS FOR THEIR BENEFIT.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	24
6	Total number of volunteers (estimate if necessary) .............	6	37
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	64,131
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	33,289

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,987,981	2,186,767
9	Program service revenue (Part VIII, line 2g) .........	7,497	29,603
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,723,799	850,393
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	316,641	356,101
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	4,035,918	3,422,864
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,199,247	1,701,094
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,461,932	1,377,206
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,009,264
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,777,390	1,965,934
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	6,438,569	5,044,234
19	Revenue less expenses. Subtract line 18 from line 12.......	-2,402,651	-1,621,370
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	25,660,122	23,608,641
21	Total liabilities (Part X, line 26).............	7,394,085	7,429,075
22	Net assets or fund balances. Subtract line 21 from line 20.....	18,266,037	16,179,566

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,719,614 including grants of $ 1,701,094 ) (Revenue $ 29,603 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,719,614

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	421,801	0	44,136

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	232,854

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,953,913

g	Noncash contributions included in lines 1a - 1f:$		1g	97,910

h Total. Add lines 1a-1f.......		2,186,767

		Business Code
2a	CHAPTER DEVELOPMENT SERVICES	900099	29,603	29,603
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		29,603

3 Investment income (including dividends, interest, and othersimilar amounts) ......			479,147		64,131	415,016
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		160,128	6a
b	Less: rental expenses		73,900	6b
c	Rental income or (loss)		86,228	6c
d	Net rental income or (loss).......			86,228			86,228
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	100,000	2,919,895	7a
b	Less: cost or other basis and sales expenses	110,376	2,538,273	7b
c	Gain or (loss)	-10,376	381,622	7c
d	Net gain or (loss).........			371,246			371,246
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	EVENT FACILITATION		900099	269,873			269,873
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			269,873
12	Total revenue. See instructions.....			3,422,864	29,603	64,131	1,142,363

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,300,240	1,300,240
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	400,854	400,854
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	465,939	107,166	97,847	260,926
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	745,718	205,744	203,974	336,000
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	36,082	8,299	7,577	20,206
9	Other employee benefits .......	46,443	10,682	9,753	26,008
10	Payroll taxes ...........	83,024	19,096	17,435	46,493
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	29,334	15,642	7,846	5,846
c	Accounting ...........	35,548	18,956	9,508	7,084
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	27,045		27,045
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	182,364	97,246	48,777	36,341
12	Advertising and promotion ....	90,446	13,987	7,331	69,128
13	Office expenses .......	46,971	4,227	30,062	12,682
14	Information technology ......	18,066	9,634	4,832	3,600
15	Royalties ..
16	Occupancy ...........	108,158	54,079	34,611	19,468
17	Travel ............	261,676	128,221	81,309	52,146
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	5,580	1,366	3,087	1,127
20	Interest ...........	170,551	18,761	151,790
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	160,412	83,476	55,340	21,596
23	Insurance ...	30,039		30,039
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	UNREALTED BUSINESS INCO	38,264		38,264
b	GIFTED INSURANCE POLICY	652,662	212,690	437,310	2,662
c	BAD DEBT EXPENSE	75,880			75,880
d	DUES, LICENSES, AND SUB	32,827	9,248	11,508	12,071
e	All other expenses	111		111
25	Total functional expenses. Add lines 1 through 24e	5,044,234	2,719,614	1,315,356	1,009,264
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,380,792	1	1,113,997
2	Savings and temporary cash investments .........			3,108,718	2	3,303,684
3	Pledges and grants receivable, net ......			810,968	3	751,264
4	Accounts receivable, net .............			186,356	4	258,499
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			2,389,138	7	2,314,493
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			90,318	9	43,547
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,348,063
b	Less: accumulated depreciation	10b	2,556,478	2,016,626	10c	1,791,585
11	Investments—publicly traded securities .			12,447,133	11	12,071,395
12	Investments—other securities. See Part IV, line 11 .....			2,531,501	12	1,337,178
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			698,572	15	622,999
16	Total assets. Add lines 1 through 15 (must equal line 33)...			25,660,122	16	23,608,641

17	Accounts payable and accrued expenses .....	170,648	17	140,125
18	Grants payable ...		18
19	Deferred revenue .........	331,156	19	399,075
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	6,835,387	23	6,822,900
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	56,894	25	66,975
26	Total liabilities. Add lines 17 through 25..	7,394,085	26	7,429,075

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	-771,413	27	-2,657,980
28	Net assets with donor restrictions ...........	19,037,450	28	18,837,546
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	18,266,037	32	16,179,566
33	Total liabilities and net assets/fund balances ........	25,660,122	33	23,608,641

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No