KAPPA KAPPA GAMMA CHARITABLE FOUNDATION: Form 990EZ, tax year 2021
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- Organization
- KAPPA KAPPA GAMMA CHARITABLE FOUNDATION (EIN 74-2128158)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2023-02-23
- IRS object ID
- 202330549349200328
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-23T11:50:27-06:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742128158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kappa Kappa Gamma Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | of Houston | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPP | BusinessNameControlTxt |
| Phone | 7132538399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6770 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772656770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Brueggeman | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7132538399 | PhoneNum |
| Signature | 2023-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elizabeth | PersonFirstNm |
| Person Last | Brueggeman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.houstonkappas.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $189,523 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $143,378 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $27 | InvestmentIncomeAmt |
| Fundraising Gross Income | $46,118 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $55,436 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$9,318 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $134,087 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $10,499 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $6,038 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $12,326 | OtherExpensesTotalAmt |
| Total Expenses | $28,863 | TotalExpensesAmt |
| Excess Or Deficit For Year | $105,224 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $43,293 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$523 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $147,994 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,293 | BOYAmt |
| EOY | $147,994 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,293 | BOYAmt |
| EOY | $147,994 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,293 | BOYAmt |
| EOY | $147,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Raising funds for charitable organizations that primarily support women and children. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | To attract and generate financial support for distribution to charitable organizations that meet the organization's philanthropic guidelines. Funds are raised through two bi-annual events: a luncheon and a home tour. Due to the COVID-19 pandemic, the 2021 Kappa Holiday Pilgrimage Home Tour was canceled. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $6,038 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,038 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Julia DeWalch | ||||
| President | 5.00 | $0 | $0 | $0 |
| Hope Huber | ||||
| Vice President | 1.00 | $0 | $0 | $0 |
| Clare Leppert | ||||
| Treasurer | 1.00 | $0 | $0 | $0 |
| Kris Maclay | ||||
| Secretary | 1.00 | $0 | $0 | $0 |
| Elizabeth Brueggeman | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Wendy Dalton | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Aimee Dodson | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Julie Donaldson | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Mundi Elam | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Carrie Fisher | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Jenna Junell | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Sarah Lane | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Brueggeman | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 Heritage Oaks Lane | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7132138172 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,378 | CurrentTaxYearAmt |
| Total | $741,105 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,378 | CurrentTaxYearAmt |
| Total | $741,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,793 | SubstantialContributorsTotAmt |
| Public Support Total170 | $735,312 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27 | CurrentTaxYearAmt |
| Total | $963 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $742,068 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,880 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Luncheon | Event1Nm |
| Gross Receipts Event1 | $172,396 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $126,278 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,118 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $33,102 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $446 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,452 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,436 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $172,396 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $126,278 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $46,118 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $33,102 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $446 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,452 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,436 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,436 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,318 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Interest income. Amount: 27. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Credit card fees. Amount: 1,734. Description: Office expenses. Amount: 5,045. Description: Information technology. Amount: 1,875. Description: Bank fees. Amount: 3,672. Total to Form 990-EZ, line 16: 12,326. |
| Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets | Description: Prior period adjustment. Amount: -523. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |
Comments