Alpha Delta Phi Memorial Scholarship Fd

CHARLOTTE, NC EIN: 15-6020225

Alpha Delta Phi Memorial Scholarship Fd is a private foundation, 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

About Alpha Delta Phi Memorial Scholarship Fd

Based on IRS filings

Alpha Delta Phi Memorial Scholarship Fd is a private foundation, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ClintonPalatine

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$9K$13K$18K202020212022202320242025
Metric202520242023
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

$0$3K$6K$9K$12K0 grants20200 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

HAMILTON COLLEGE$10K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JONATHAN VICKSECRETARY, TRUSTEE1
JOSEPH SULLIVANPRESIDENT, TRUSTEE1
ROBERT WANGTRUSTEE1
ROBERT NICHOLSTRUSTEE1
SAM KEEHNTRUSTEE1
GREG MILNARIKTRUSTEE1
BOBBY HAMILLTRUSTEE1
HOWARD MORGANTRUSTEE1
CHRIS ULLRICHTREASURER,TRUSTEE5
MILO DONOVANTRUSTEE1
MARK HARRINGTONTRUSTEE1
CADEN LEMOVTRUSTEE1
WILL RICETRUSTEE1

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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