2022-04-04T17:24:10-05:00 2021-06-30 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990 2020-07-01 751783690 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION KAPP 5404631865 PO BOX 1865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 LARRY S WIESE PRESIDENT 5404637121 2022-04-04 1 LARRY WIESE XXX-XX-XXXX LUCAS C PENIX P01792749 5404637121 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z LARRY S WIESE 115 LIBERTY HALL ROAD LEXINGTON VA 24450 6938454 0 X WWW.KAOEF.ORG X 1982 TX EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER 18 18 0 0 0 0 1456463 3044020 13149 14464 177267 931694 139486 126708 1786365 4116886 203591 445130 0 0 571503 604655 0 0 561874 860442 737088 1635536 1786873 150829 2330013 10123297 13471837 584829 526566 9538468 12945271 X THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. 0 0 205000 205000 THE FOUNDATION PROVIDES GRANTS TO KAPPA ALPHA ORDER FOR EDUCATIONAL PROGRAMS. "THE CRUSADE" PLACES EMPHASIS ON ACADEMIC EXCELLENCE, TEAM BUILDING AND LEADERSHIP. THE NUMBER I'S LEADERSHIP INSTITUTE IS AN INTENSIVE INFORMATIONAL AND EDUCATIONAL RETREAT FOR EACH KA CHAPTER'S HIGHEST OFFICER. PROVINCE COUNCILS ARE REGIONAL MEETINGS THAT ARE HELD ACROSS THE COUNTRY AND ADDRESSING ONE THIRD OF THE KA ACTIVE MEMBERSHIP. THE SUBJECT MATTER OF PROVINCE COUNCILS COVERS RISK MANAGEMENT, PERSONAL DEVELOPMENT AND SCHOLARSHIP. 130742 91535 SCHOLARSHIP AWARDS FOR 59 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2021. SCHOLARSHIP RECIPIENTS COMPLETE APPLICATIONS THAT INCLUDE A STATEMENT OF NEED, PERSONAL RECOMMENDATIONS, TRANSCRIPTS, PHOTOS AND OTHER MATERIAL. THE APPLICATIONS ARE SCREENED BY A COMMITTEE OF FOUNDATION TRUSTEES. 9465 9465 GRANTS ARE MADE FOR CHAPTER SUPPORT FOR SCHOLARSHIP ACTIVITIES AND EDUCATIONAL AREA FACILITY CONSTRUCTION. ANY SUBSTANTIAL CONSTRUCTION PROGRAMS ARE BASED ON EXTENSIVE CONTRACTS AND DOCUMENTATION OF THE QUALIFYING EDUCATIONAL PURPOSES OF THE FACILITIES. 31980 THE E FLEMING MASON INTERSHIP PROGRAM PROVIDES DESERVING UNDERGRADUATE STUDENTS THE OPPORTUNITY TO GAIN PROFESSIONAL PUBLIC AND PRIVATE SECTOR WORK EXPERIENCE WHILE LIVING IN THE WASHINGTON DC AREA. 6234 14464 SERVICES TO KAPPA ALPHA ORDER 436800 139130 SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC, DISASTER RELIEF, AND HAZING PREVENTION INITIATIVES 475014 139130 14464 820221 1 1 0 0 0 1 0 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 21 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X LARRY STANTON WIESE 5404631865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 DERICK S CLOSE CHAIRMAN 0.00 X X 0 0 0 DAVID M WARREN VICE PRESIDENT 0.00 X X 0 0 0 C DOUGLAS SIMMONS III KNIGHT COMMANDER 0.00 X X 0 0 0 R SCOTT HEALTH TREASURER 0.00 X X 0 0 0 J MICHAEL DUNCAN LIFE TRUSTEE 0.00 X 0 0 0 IDRIS R TRAYLOR LIFE TRUSTEE 0.00 X 0 0 0 TIMOTHY K ADAMS LIFE TRUSTEE 0.00 X 0 0 0 RICHARD L BURKE TRUSTEE 0.00 X 0 0 0 KING V AIKEN TRUSTEE 0.00 X 0 0 0 DAN H AKIN TRUSTEE 0.00 X 0 0 0 ROBERT W HAGAN TRUSTEE 0.00 X 0 0 0 EUGENE M JULIAN SECRETARY 0.00 X X 0 0 0 STEVE C KNIGHT TRUSTEE 0.00 X 0 0 0 E L SCOTT MCLAIN TRUSTEE 0.00 X 0 0 0 ERIK T SHOWALTER TRUSTEE 0.00 X 0 0 0 DARREN S KAY TRUSTEE 0.00 X 0 0 0 MICHAEL V PAULIN TRUSTEE 0.00 X 0 0 0 DR RUSSELL J SALOOM TRUSTEE 0.00 X 0 0 0 LARRY S WIESE PRESIDENT 20.00 X 143832 204614 26542 143832 204614 26542 1 0 1 0 0 158134 2885886 914968 3044020 REIMBURSEMENT FROM KAO 900099 14464 14464 14464 221762 221762 90000 0 90000 90000 90000 3525656 2815724 709932 709932 709932 42400 5844 36556 36556 LIFE INSURANCE GAINS 900099 152 152 152 4116886 14464 0 1058402 251870 251870 193260 193260 143832 56958 37540 49334 374360 150458 96656 127246 19691 7916 5080 6695 43779 17599 11295 14885 22993 9243 5932 7818 3233 1300 834 1099 12241 12241 18500 18500 55486 55486 23096 8361 14735 9427 466 8819 142 209376 8639 13694 187043 83347 24115 33755 25477 43449 6934 36515 18623 5141 7821 5661 18939 47 18892 120430 33272 50993 36165 20560 5998 8293 6269 BOOKKEEPING 34083 13435 8922 11726 INTERNSHIP EXPENSE 31980 31980 BANK FEES 17297 4264 6736 6297 TELEPHONE 13551 3659 5800 4092 3470 648 1039 1783 1786873 820221 404778 561874 141877 806138 15361 15363 332876 247606 20749 27855 29375 35121 3908607 1726828 2261162 2181779 7127422 9097105 20002 174473 1060870 10123297 13471837 3479 23501 75814 505536 503065 584829 526566 X 1562167 3289888 7976301 9655383 9538468 12945271 10123297 13471837 2330013 1076790 0 X X 0 1 X 1 0 X 1228163 1347877 1216069 1603685 3086420 8482214 1228163 1347877 1216069 1603685 3086420 8482214 1222374 7259840 229818 211499 233114 243485 311762 1229678 1218 979 1803 1842 152 5994 9717886 90059 0.74710 0.81360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 118386 X X 0 0 10000 10000 1 X 7147424 396467 2008482 399774 55494 9097105 6998265 566685 107768 494087 31207 7147424 6824009 48454 409023 252872 30349 6998265 6732330 115880 378500 372206 30495 6824009 6323625 29370 650901 237456 34110 6732330 0 0 594161 594161 2936172 1394419 1541753 378274 332409 45865 2181779 CASH SURRENDER VALUE OF LIFE INSURANCE 16421 MUSEUM COLLECTIONS 118386 RECEIVABLE FROM AFFILIATE 32713 OTHER INVESTMENT 893350 1060870 ACCRUED VACATIONS 35997 ANNUITY OBLIGATIONS 372045 ACCRUED INTEREST PAYABLE 719 PAYABLE TO KAPPA ALPHA ORDER 94304 503065 5125087 1076790 5844 1082634 4042453 55486 18947 74433 4116886 1718284 5844 5844 1712440 55486 18947 74433 1786873 PART III, LINE 4: THE FOUNDATION'S COLLECTION CONSISTS PRINCIPALLY OF HISTORICAL ITEMS RELATED TO ROBERT E LEE, TO THE FOUNDERS OF KAPPA ALPHA ORDER AND TO OTHER PROMINENT ALUMNI OF KA. PART IV, LINE 2B: THE FOUNDATION HOLDS A RENT DEPOSIT THAT IS REFUNDABLE TO KAPPA ALPHA ORDER IN CONNECTION WITH A REAL ESTATE LEASE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 5,844. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE CHARITABLE GIFT ANNUITY 18,939. FOREIGN TAX WITHHELD AT SOURCE 8. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 5,844. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES 18,939. FOREIGN TAX WITHHELD AT SOURCE 8. BID FOR BROTHERHOOD AUCTION 42400 42400 5844 42400 42400 5844 5844 36556 1 KAPPA ALPHA ORDER 115 LIBERTY HALL ROAD P O BOX 1865 LEXINGTON VA 24450 580310956 501(C)(7) 205000 EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. FOUNDATION FOR FRATERNAL EXCELLENCE 865 W CARMEL DRIVE CARMEL IN 46032 351873572 501(C)(3) 30000 CHAPTER SUPPORT AND EDUCATION DESCRIBED IN FORM 990 PART III. SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. 59 92035 COVID-19 BAC GRANT 33 33100 EPSILON KAPPA GRANTS 24 28800 THETA TRUST SCHOLARSHIPS 5 5000 PART I, LINE 2: THE FOUNDATION PHYSICALLY INSPECTS CONSTRUCTION PROJECTS FUNDED EDUCATIONAL AREA GRANTS TO OTHER ORGANIZATIONS. SCHOLARSHIPS ARE GENERALLY PAID DIRECTLY TO THE BURSAR'S OFFICE OF THE ATTENDED COLLEGE OR UNIVERSITY. TRANSCRIPTS ARE OBTAINED FROM THE SCHOLARSHIP RECIPIENTS. GRANTS TO KAPPA ALPHA ORDER ARE USED FOR PROGRAMS THAT ARE OPERATED UNDER THE IMMEDIATE SUPERVISION OF OFFICERS AND STAFF WHO ARE SHARED BY THE FOUNDATION AND THE FRATERNITY. X X 0 1 0 0 0 0 0 0 0 LARRY S WIESE PRESIDENT 120950 174050 22882 30564 0 0 0 17700 0 8842 143832 231156 0 0 PART I, LINE 4B LARRY S WIESE X 6 21618 DONOR'S ASSESSMENT X LLC INTERESTS 1 893350 CURRENT BUSINESS VAL 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A PDF COPY OF THE 990 WAS MADE AVAILABLE BY E-MAIL. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH MAKING A PERIODIC REVIEW. FORM 990, PART VI, SECTION B, LINE 15A LARRY WIESE IS REVIEWED BY BOTH THE EXECUTIVE COUNCIL OF KAPPA ALPHA ORDER AND BY THE BOARD OF TRUSTEES OF KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE ON THE WEB AT WWW.GUIDESTAR.ORG AND IS AVAILABLE IN HARD COPY ON REQUEST AT THE NATIONAL ADMINISTRATIVE OFFICES IN LEXINGTON, VIRGINIA. FORM 990, PART VI, SECTION C, LINE 19 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION MAKES PART OF ITS POLICIES AND PROCEDURES AVAILABLE TO THE PUBLIC ON ITS WEBSITE. ALL OTHERS ARE AVAILABLE IN HARD COPY ON REQUEST AT THE NATIONAL ADMINISTRATIVE OFFICE IN LEXINGTON, VIRGINIA. FORM 990, PAGE 11, PART XI, LINE 2C THE FOUNDATION TRUSTEES HAVE APPOINTED AN AUDIT COMMITTEE OF HIGHLY QUALIFIED INDIVIDUALS. THE COMMITTEE MEETS REGULARLY WITH THE INDEPENDENT AUDITORS AND CORRESPONDS REGULARLY WITH THE AUDITORS BY TELEPHONE AND E-MAIL. KAPPA ALPHA ORDER 115 LIBERTY HALL ROAD LEXINGTON VA 24450 NATIONAL FRATERNITY VA 501(C) (7) 0 0 1 0 1 1 0 0 0 0 1 0 1 1 1 1 1 1 0 1 KAPPA ALPHA ORDER B 205000 KAPPA ALPHA ORDER D 32713 KAPPA ALPHA ORDER E 94304 KAPPA ALPHA ORDER J 90000 KAPPA APLHA ORDER N 156567 KAPPA ALPHA ORDER O 252785 KAPPA ALPHA ORDER P 44094 KAPPA ALPHA ORDER Q 59346 KAPPA ALPHA ORDER M 1651 KAPPA ALPHA ORDER L 12957 KAPPA ALPHA ORDER S 19004