Alpha Delta Phi Memorial Scholarship FD
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 grant totaling $10K. Net investment income was $15K.
Alpha Delta Phi Memorial Scholarship FD at a glance
In short: Alpha Delta Phi Memorial Scholarship FD gave $10K across 1 grant in 2025 (avg $10K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,036
- +43.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $10,036
- +43.3% vs 2024
- Median grant
- $10,036
- Total assets
- $229,463
- +2.8% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Alpha Delta Phi Memorial Scholarship FD funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Hamilton College ($10K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Alpha Delta Phi Memorial Scholarship FD gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $7K (2024) to $12K (2022). In 2025 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hamilton College Clinton, NY | Scholarship Fund | $10,036 |
Ready to take the next step with Alpha Delta Phi Memorial Scholarship FD?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $229,463 | $16,354 | $12,961 | $10,036 | 1 | $11,336 | $14,873 | $10,942 |
| 2024 | $223,313 | $10,472 | $7,469 | $7,005 | 1 | $7,005 | $10,351 | $10,036 |
| 2023 | $188,900 | $6,429 | $12,026 | $7,500 | 1 | $9,900 | $4,554 | $9,536 |
| 2022 | $183,418 | $14,486 | $13,293 | $12,000 | 1 | $12,030 | $14,476 | $9,757 |
| 2021 | $231,436 | $7,381 | $2,162 | — | — | — | $5,381 | $9,642 |
| 2020 | $92,870 | $7,648 | $2,811 | — | — | — | $7,648 | $7,579 |
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.
Leadership & Key People
Officers and directors from IRS filings
Alpha Delta Phi Memorial Scholarship FD is led by Joseph Sullivan, President & Trustee since 2024 (on filings since 2020); none of the 13 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joseph Sullivan
President & Trustee
Trustee → President, 2021
President → President & Trustee, 2024
On filings since 2020
1 hr/week
No compensation reported
Jonathan Vick
Secretary & Trustee
Secretary → Interim Secretary, 2021
Interim Secretary → Secretary & Trustee, 2024
On filings since 2020
1 hr/week
No compensation reported
Robert Nichols
Trustee
On filings since 2020
1 hr/week
No compensation reported
Robert Wang
Trustee
Alum Board Trustees President → Trustee, 2021
On filings since 2020
1 hr/week
No compensation reported
Bobby Hamill
Trustee
On filings since 2021
1 hr/week
No compensation reported
Chris Ullrich
Treasurer & Trustee
Treasurer → Treasurer & Trustee, 2024
On filings since 2021
5 hrs/week
No compensation reported
Greg Milnarik
Trustee
On filings since 2021
1 hr/week
No compensation reported
Howard Morgan
Trustee
On filings since 2021
1 hr/week
No compensation reported
Milo Donovan
Trustee
On filings since 2021
1 hr/week
No compensation reported
Sam Keehn
Trustee
On filings since 2021
1 hr/week
No compensation reported
Caden Lemov
Trustee
On filings since 2024
1 hr/week
No compensation reported
Mark Harrington
Trustee
On filings since 2024
1 hr/week
No compensation reported
Will Rice
Trustee
On filings since 2024
1 hr/week
No compensation reported
Former officers (19)
- Former: Adrian Stier Left (2021) — Trustee
- Former: Charles Vick Left (2021) — Trustee
- Former: Chris Diblasi Left (2021) — Treasurer
- Former: David Uitti Left (2021) — Trustee
- Former: Jarrel Price Left (2021) — Trustee
- Former: Matt Jordan (2021) — Trustee
- Former: Nick Sarrro-Waite Left (2021) — Trustee
- Former: Orges Llupa Left (2021) — Trustee
- Former: Stephen Starnes Left (2021) — International President
- Former: Adrian Stier (2020) — Trustee
- Former: Charles Vick (2020) — Trustee
- Former: Chris Diblasi (2020) — Treasurer
- Former: David Uitti (2020) — Trustee
- Former: Jarrel Price (2020) — Trustee
- Former: Jim Bradfield (2020) — Trustee
- Former: Nick Ruppel (2020) — Trustee
- Former: Nick Sarrro-Waite (2020) — Trustee
- Former: Orges Llupa (2020) — Trustee
- Former: Stephen Starnes (2020) — International President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Alpha Delta Phi Memorial Scholarship FD
How much does Alpha Delta Phi Memorial Scholarship FD give each year?
Alpha Delta Phi Memorial Scholarship FD gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 1 grant.
How large is Alpha Delta Phi Memorial Scholarship FD?
Alpha Delta Phi Memorial Scholarship FD reported $229K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
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.
Where does Alpha Delta Phi Memorial Scholarship FD operate?
Alpha Delta Phi Memorial Scholarship FD has awarded grants in Illinois, New York.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Alpha Delta Phi Memorial Scholarship FD's focus areas in our free grants database
Similar Funders
Similar funders in North Carolina
State Employees Credit Union Foundation
Raleigh, NC
The foundation funds capital projects, regional or statewide programs, and organizational capacity building that strengthen North Carolina communities; it favors projects with broad or replicable impact and does not fund operating budgets or shortfalls. Its 2025 grants ranged from $1,250 to $1 million, with a median of $2,500. Applications are accepted at any time and typically reviewed semiannually.
Assets
$61.0M
Grants
1,806
Total Given
$17.4M
Foundation for the Carolinas
Charlotte, NC
Foundation For The Carolinas funds education and youth development, environmental and wildlife work, health and human services, and animal welfare, with a reported median grant of $25,000 in 2024. Its competitive programs focus on Charlotte-Mecklenburg, the Carolinas, and specific local communities, while donor-advised funds may support eligible nonprofits more broadly; it accepts applications for some competitive grants, but most grants are recommended by fund advisors and have no application process.
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Dogwood Health Trust
Asheville, NC
Dogwood Health Trust funds work in housing, education, economic opportunity, and health and wellness that improves wellbeing in Western North Carolina, including its 18 counties and the Qualla Boundary. Its 2024 grants ranged from $2,000 to $21 million, with a median of $37,500; application requirements vary by funding opportunity.
Assets
$2.0B
Grants
835
Total Given
$148.2M
The Winston-Salem Foundation
Winston-Salem, NC
The Winston-Salem Foundation funds charitable organizations serving Forsyth County, North Carolina, across areas including education, housing, economic opportunity, civic engagement, arts, health, and human services. Its 2024 median grant was $25,000; specific programs offer grants ranging from small grants of up to $2,000 to capital grants of up to $100,000. The profile describes application-based programs but does not state whether unsolicited requests are accepted.
Assets
$630.1M
Grants
823
Total Given
$90.4M
North Carolina Community Foundation Inc
Raleigh, NC
The North Carolina Community Foundation supports charitable organizations and community programs in areas such as human services, education, youth development, health, food and nutrition, and the arts. Its typical grant was $15,000 in 2025; it serves communities statewide, with an emphasis on rural North Carolina, and accepts applications through specific affiliate, giving-circle, and other grant programs.
Assets
$569.1M
Grants
732
Total Given
$30.6M
Triangle Community Foundation Inc
Durham, NC
The foundation supports nonprofits in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with grants also benefiting fields such as health, conservation, and human services. Its 2025 grants had a median of $20,000 and ranged from about $5,000 to $1.39 million; it primarily serves Durham, Orange, Wake, and Chatham Counties in North Carolina. It accepts applications for competitive discretionary programs during open grant cycles; donor-advised fund grants are also made.
Assets
$335.8M
Grants
599
Total Given
$26.7M
More similar funders
More Funders in North Carolina
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Alpha Delta Phi Memorial Scholarship FD's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Alpha Delta Phi Memorial Scholarship FD down — hundreds of funders to go?