The mission of the Alpha Xi Delta Foundation is to create opportunities for Alpha Xi Delta fraternity members to ensure enduring resources so the fraternity can fulfill her mission. As part of its mission, the Foundation will support the fraternity's educational and leadership development programming; provide and continue to expand scholarship, grants and member support funds; and encourage philanthropy.

501(c)(3) charity; gifts are tax-deductible.
55¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $388K a year · 36% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
55%
of spending
Worth a look: 55% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $46K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$30K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
-10% vs prior year
Spent
$616K
To programs
55%
Net assets
$9.1M
By yearFY2021–FY2025
Revenue
$1.2M
FY2022▼ -10%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.3M
FY2022$1.2M
FY2023$750K
FY2024$853K
FY2025$1.2M
Expenses
$616K
FY2022▼ -21%
Tap a bar for its year
Expenses by fiscal year
FY2021$780K
FY2022$616K
FY2023$664K
FY2024$610K
FY2025$782K
Net assets
$9.1M
FY2022▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2021$9.7M
FY2022$9.1M
FY2023$8.8M
FY2024$10.1M
FY2025$10.7M

From the FY2022 Form 990 (year ending May 2022) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1962.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

55 cents of each dollar spent went to programs.

Program services 55% · $338K Management & general 30% · $185K Fundraising 15% · $92K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Alpha Xi Delta Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides scholarships, grants, and funds for educational and leadership development.

Questions for Alpha Xi Delta Foundation

Tap to ask. Alpha Xi Delta Foundation sees how many people are interested.

Your first name shows with your question. Alpha Xi Delta Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $338K · in their own filed words · FY2021
01

In the fiscal year, the foundation provided substantial support for alpha xi delta's personal development and philanthropic programs. These included: the leadership coach program, greeklifeedu, justice, equity and human dignity programs, the workout, strengths and wellbeing programming and activities related to philanthropic efforts to…

$338Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 46 grants · $1.8M · 2020–2024
Unitemized GrantFY2024$150,325
Alpha Xi Delta FraternityIN · FY2024$96,181
Alpha Xi Delta FraternityIN · FY2024$44,035
Alpha Xi Delta FraternityIN · FY2024$30,000
Unitemized GrantFY2024$20,100
Alpha Xi Delta FraternityIN · FY2024$7,265
Alpha Xi Delta FraternityIN · FY2024$7,000
Alpha Xi Delta FraternityIN · FY2024$6,200
Unitemized GrantFY2024$5,414
Unitemized GrantFY2023$132,864
Alpha Xi Delta FraternityIN · FY2023$105,028
Alpha Xi Delta FraternityIN · FY2023$25,333
Unitemized GrantFY2023$15,150
Alpha Xi Delta FraternityIN · FY2023$10,000
Alpha Xi Delta FraternityIN · FY2023$7,482
Alpha Xi Delta FraternityIN · FY2023$6,000
Alpha Xi Delta FraternityIN · FY2023$5,415
Unitemized GrantFY2023$2,578
See all 46 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Investment incomeLn 3$661K
Gifts and grantsLn 1h$550K
Money outPt IX
$616K
Ln 25
Programscol B$338K
Managementcol C$185K
Fundraisingcol D$92K
Owns and owesPt X
$9.1M
net assets · Ln 32
Cash and savingsLn 1–2$268K
Total assetsLn 16$9.1M
LiabilitiesLn 26$30K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$550K
Noncash giftsLn 1g$104K
Investment incomeLn 3$661K
Gains on assetsLn 7$483K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
SavingsLn 2$268K
Cash and savings togetherLn 1–2$268K
InvestmentsLn 11–13$8.6M
Other assetsLn 15$200K
Total assetsLn 16$9.1M
LiabilitiesLn 26$30K
Net assetsLn 32$9.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 655
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$210K$268K
InvestmentsLn 11–13$9.3M$8.6M
Total assetsLn 16$9.8M$9.1M
LiabilitiesLn 26$128K$30K
Net assetsLn 32$9.7M$9.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$143K$143K
Grants to domestic individualsLn 2$143K$143K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$30K$30K
Investment management feesLn 11f$63K$63K
Other fees for servicesLn 11g$6K$448$6K
Office expensesLn 13$5K$225$4K$444
Information technologyLn 14$3K$3K
Conferences, conventions and meetingsLn 19$3K$3K
Other expenses (24a–d)Ln 24$207K$49K$73K$86K
Total functional expensesLn 25$616K$338K$185K$92K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$782K$446K$10.7M 990 PDF
FY2024 $853K$610K$244K$10.1M 990 PDF
FY2023 $750K$664K$87K$8.8M 990 PDF
FY2022 Viewing $1.2M$616K$595K$9.1M 990 PDF
FY2021 $1.3M$780K$568K$9.7M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $1,210,634 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $384,503$549,530
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $963,352$661,104
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,347,855$1,210,634
I-13 Grants and similar amounts paidPrior year $489,292$286,122
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $290,827$329,557
I-18 Total expensesPrior year $780,119$615,679
I-19 Revenue less expensesPrior year $567,736$594,955
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,210,634 across 6 lines filed
VIII-1f All other contributions, gifts and grants$549,530
VIII-1g Noncash contributions (included above)$104,430
VIII-1h Total contributions, gifts and grants$549,530
VIII-3 Investment incomeExcluded from tax $178,598$178,598
VIII-7 Net gain or loss on sales of assetsExcluded from tax $482,506$482,506
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $661,104$1,210,634
Part IX · Statement of functional expenses $615,679 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $143,331$143,331
IX-2 Grants to domestic individualsPrograms $142,791$142,791
IX-11b Legal feesManagement $12,279$12,279
IX-11c Accounting feesManagement $29,518$29,518
IX-11f Investment management feesManagement $63,288$63,288
IX-11g Other fees for servicesManagement $448 · Fundraising $6,000$6,448
IX-13 Office expensesPrograms $225 · Management $4,155 · Fundraising $444$4,824
IX-14 Information technologyPrograms $3,000$3,000
IX-19 Conferences, conventions and meetingsManagement $2,813$2,813
IX-24 Other expenses (24a–d)Programs $48,515 · Management $72,907 · Fundraising $85,965$207,387
IX-25 Total functional expensesPrograms $337,862 · Management $185,408 · Fundraising $92,409$615,679
Part X · Balance sheet $9,110,147 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $210,019$268,314
X-3 Pledges and grants receivableStart of year $49,264$26,633
X-4 Accounts receivableStart of year $12,227$11,703
X-9 Prepaid expenses and deferred chargesStart of year $130$80
X-11 Publicly traded securitiesStart of year $9,314,035$8,603,266
X-15 Other assetsStart of year $193,927$200,151
X-16 Total assetsStart of year $9,779,602$9,110,147
X-17 Accounts payable and accrued expensesStart of year $127,874$29,510
X-26 Total liabilitiesStart of year $127,874$29,510
X-27 Net assets without donor restrictionsStart of year $3,673,816$3,589,769
X-28 Net assets with donor restrictionsStart of year $5,977,912$5,490,868
X-32 Total net assets or fund balancesStart of year $9,651,728$9,080,637
X-33 Total liabilities and net assetsStart of year $9,779,602$9,110,147
Part XI · Reconciliation of net assets $9,080,637 net assets at year end
XI-1 Total revenue$1,210,634
XI-2 Total expenses$615,679
XI-3 Revenue less expenses$594,955
XI-4 Net assets at start of year$9,651,728
XI-5 Net unrealized gains (losses) on investments−$1,171,699
XI-9 Other changes in net assets$5,653
XI-10 Net assets at end of year$9,080,637

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.