Alpha Delta Phi Memorial Scholarship Fd is a private foundation focused on Education, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $229K in total assets. In 2025, it awarded 1 grants totaling $10K. Net investment income was $15K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$229K
+2.8% YoY
Annual Giving
$10K
+43.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10K
+43.3% YoY
Under IRS private-foundation payout rules, Alpha Delta Phi Memorial Scholarship Fd reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
About Alpha Delta Phi Memorial Scholarship Fd
Based on IRS filings
Alpha Delta Phi Memorial Scholarship Fd is a private foundation focused on Education, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $229K in total assets. In 2025, it awarded 1 grants totaling $10K. Net investment income was $15K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $229,463 | $223,313 | $188,900 |
| Revenue | $16,354 | $10,472 | $6,429 |
| Expenses | $12,961 | $7,469 | $12,026 |
| Qualifying Distributions | $11,336 | $7,005 | $9,900 |
| Net Investment Income | $14,873 | $10,351 | $4,554 |
| Distributable Amount | $10,942 | $10,036 | $9,536 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Hamilton College ($10,036).
| Recipient | Purpose | Amount |
|---|---|---|
| HAMILTON COLLEGE CLINTON, NY | SCHOLARSHIP FUND | $10,036 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JONATHAN VICK | SECRETARY, TRUSTEE | 1 | — |
| JOSEPH SULLIVAN | PRESIDENT, TRUSTEE | 1 | — |
| ROBERT WANG | TRUSTEE | 1 | — |
| ROBERT NICHOLS | TRUSTEE | 1 | — |
| SAM KEEHN | TRUSTEE | 1 | — |
| GREG MILNARIK | TRUSTEE | 1 | — |
| BOBBY HAMILL | TRUSTEE | 1 | — |
| HOWARD MORGAN | TRUSTEE | 1 | — |
| CHRIS ULLRICH | TREASURER,TRUSTEE | 5 | — |
| MILO DONOVAN | TRUSTEE | 1 | — |
| MARK HARRINGTON | TRUSTEE | 1 | — |
| CADEN LEMOV | TRUSTEE | 1 | — |
| WILL RICE | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Alpha Delta Phi Memorial Scholarship Fd?
Alpha Delta Phi Memorial Scholarship Fd is a private foundation focused on Education, based in CHARLOTTE, NC. It holds $229K in total assets as of 2025.
How large is Alpha Delta Phi Memorial Scholarship Fd?
As of 2025, Alpha Delta Phi Memorial Scholarship Fd holds $229K in total assets with $16K in annual revenue. It awarded 1 grants totaling $10K in 2025.
Where does Alpha Delta Phi Memorial Scholarship Fd operate?
Alpha Delta Phi Memorial Scholarship Fd has awarded grants in Illinois, New York.
What size grants does Alpha Delta Phi Memorial Scholarship Fd award?
In 2025, Alpha Delta Phi Memorial Scholarship Fd awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Alpha Delta Phi Memorial Scholarship Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Alpha Delta Phi Memorial Scholarship Fd reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Alpha Delta Phi Memorial Scholarship Fd's EIN?
Alpha Delta Phi Memorial Scholarship Fd's EIN (Employer Identification Number) is 15-6020225. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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