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PHI GAMMA DELTA EDUCATIONAL FOUNDATION, INC.

Company Details

Name: PHI GAMMA DELTA EDUCATIONAL FOUNDATION, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 10 Apr 1987 (38 years ago)
Organization Date: 10 Apr 1987 (38 years ago)
Last Annual Report: 15 May 2024 (10 months ago)
Organization Number: 0227910
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 40544
City: Lexington
Primary County: Fayette County
Principal Office: 1201 RED MILE RD., P. O. BOX 4599, LEXINGTON, KY 40544
Place of Formation: KENTUCKY

Director

Name Role
Kirk D Walden Director
Glenn D Moor Director
William R Brand Director
Robert A Wunderlich Director
Michael A Lucas Director
D Michael Ainsworth Director
John P O'Neill Director
Mitchell I Henn Director
Donald M Heinrich Director
A Peter Rimsans Director

President

Name Role
Benjamin E Robinson President

Incorporator

Name Role
ROBERT M. BECK, JR. Incorporator

Registered Agent

Name Role
BENJAMIN E. ROBINSON Registered Agent

Treasurer

Name Role
William T Shier Treasurer

Former Company Names

Name Action
Out-of-state Merger

Filings

Name File Date
Annual Report 2024-05-15
Annual Report 2023-03-24
Annual Report 2022-03-18
Annual Report 2021-02-12
Annual Report 2020-02-13
Annual Report 2019-04-18
Registered Agent name/address change 2018-09-25
Annual Report 2018-04-12
Annual Report 2017-05-25
Annual Report 2016-02-18

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
52-6036185 Corporation Unconditional Exemption 1201 RED MILE RD, LEXINGTON, KY, 40504-2648 1953-06
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 10,000,000 to 49,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 29803315
Income Amount 6056850
Form 990 Revenue Amount 4215768
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Form 990-N (e-Postcard)

Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION
EIN 52-6036185
Tax Year 2016
Beginning of tax period 2016-07-01
End of tax period 2017-06-30
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 218 South Cedar Street, Galesburg, IL, 61401, US
Principal Officer's Name Spencer Bauer
Principal Officer's Address 218 South Cedar Street, Galesburg, IL, 61401, US
Website URL https://www.phigam.org

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name PHI GAMMA DELTA EDUCATIONAL FOUNDATION INC
EIN 52-6036185
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1366197701 2020-05-01 0457 PPP 1201 Red Mile Rd, Lexington, KY, 40504
Loan Status Date 2021-04-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 54452
Loan Approval Amount (current) 54452
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lexington, FAYETTE, KY, 40504-1000
Project Congressional District KY-06
Number of Employees 3
NAICS code 813410
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 54936.71
Forgiveness Paid Date 2021-03-25

Sources: Kentucky Secretary of State