2022-05-04T11:35:20-05:00 2021-06-30 341827159 GILMORE JASION MAHLER LTD 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2020-07-01 316049792 KAPPA KAPPA GAMMA FOUNDATION KAPP 6142286515 6640 RIVERSIDE DRIVE NO 200 DUBLIN OH 43017 MAGGIE COONS EXECUTIVE DIRECTOR 6142286515 2022-05-04 1 MAGGIE COONS 999009999 HEIDI FERGUSON P00410007 4197942000 2022-05-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MAGGIE COONS 6640 RIVERSIDE DRIVE NO 200 DUBLIN OH 43017 33108548 0 X WWW.KAPPA.ORG/FOUNDATION X 1989 OH INVESTING IN OUR MEMBERS BY FUNDING PROGRAMS THAT FULFILL THE EVOLVING NEEDS OF WOMEN. 13 13 0 40 74896 0 5716893 3951429 0 0 3359856 9575455 1100 3470 9077849 13530354 7037500 3607063 0 0 899843 849562 100498 108563 927403 1780723 1269448 9818564 5834636 -740715 7695718 48213422 61610671 361037 783480 47852385 60827191 X INVESTING IN OUR MEMBERS BY FUNDING PROGRAMS THAT FULFILL THE EVOLVING NEEDS OF WOMEN. 0 0 2075212 2022762 SCHOLARSHIPS AND AID TO MEMBERS IN NEED: THE FOUNDATION AWARDS ANNUAL SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR UNDERGRADUATE AND GRADUATE EDUCATION. KAPPA KAPPA GAMMA FOUNDATION SCHOLARSHIPS ARE AWARDED BASED ON A COMBINATION OF FACTORS INCLUDING ACADEMIC MERIT, FINANCIAL NEED, AND PARTICIPATION AND LEADERSHIP IN THE ORGANIZATION, CAMPUS AND COMMUNITY ACTIVITIES. THE FOUNDATION PROVIDES CONFIDENTIAL AID TO QUALIFYING MEMBERS OF ALL AGES WHO SUDDENLY FIND THEMSELVES IN UNEXPECTED TIMES OF NEED DUE TO FINANCIAL, MEDICAL OR DISASTER SITUATIONS. RECIPIENTS MAY BE UNDERGRADUATES OR ALUMNAE, AND AID MAY BE A ONE-TIME GRANT OR ONGOING SUPPORT. 739861 728204 EDUCATIONAL AND LEADERSHIP PROGRAMMING: THE FOUNDATION SUPPORTS THE DEVELOPMENT AND USE OF EDUCATIONAL AND LEADERSHIP PROGRAMS THAT ARE AVAILABLE TO OVER 308,000 MEMBERS, IN-PERSON AND VIRTUALLY. THE PROGRAMS PROVIDE TRAINING THAT ALLOWS MEMBERS TO DEVELOP SKILLSETS THEY CAN IMPLEMENT IN PROFESSIONAL AND PERSONAL SETTINGS THROUGHOUT THEIR LIVES. THROUGH OUR GIRL'S ACADEMY, WE ARE ALSO PROVIDING LEADERSHIP PROGRAMMING AND MENTORSHIP TO HUNDREDS OF UNDERSERVED MIDDLE SCHOOL GIRLS EVERY YEAR. THROUGH THESE PROGRAMS WE ARE MAKING A LIFETIME INVESTMENT IN THE EDUCATION AND TRAINING OF WOMEN SO THEY ARE PREPARED TO LEAD AND SERVE IN THEIR COMMUNITIES AROUND THE WORLD. 856097 856097 EDUCATIONAL AREA GRANT: PROVIDES GRANTS FOR THE EDUCATIONAL AREAS OF CHAPTER HOUSES. 389627 HERITAGE: THE FOUNDATION SUPPORTS THE OPERATION OF THE STEWART HOUSE MUSEUM, HOME OF KAPPA KAPPA GAMMA FOUNDER MINNIE STEWART, IN MONMOUTH, ILLINOIS. THE KAPPA KAPPA GAMMA FOUNDATION IS COMMITTED TO FUNDING THE PRESERVATION OF KAPPA'S HERITAGE AS THE ORGANIZATION PURSUES THE COMPREHENSIVE DIGITIZATION OF ALL MUSEUM AND ARCHIVE COLLECTIONS. SHARING THESE COLLECTIONS WITH THE GENERAL PUBLIC AND THE MEMBERS OF KAPPA KAPPA GAMMA HIGHLIGHTS THE POSITIVE IMPACT OF WOMEN'S FRATERNITIES ON SOCIETY, THE HISTORY OF WOMEN IN HIGHER EDUCATION, AND KAPPA KAPPA GAMMA'S ROLE IN EMPOWERING WOMEN FOR NEARLY 150 YEARS. 389627 4060797 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 8 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AK AR CA CO CT DC FL GA HI IL KS KY LA MA MD MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X FINANCE DIRECTOR 6142286515 6640 RIVERSIDE DRIVE SUITE 200 DUBLIN OH 43017 SUSANNE WOLFF VANDER HEYDEN PRESIDENT 10.00 X X 0 0 0 MARY JANE JACKSON CRIST VICE PRESIDENT 10.00 X X 0 0 0 JEAN SCHMIDT TREASURER 10.00 X X 0 0 0 MARNIE WRIGHT BARNHORST TRUSTEE 10.00 X 0 0 0 CYNTHIA HEABERLIN BEAIRD TRUSTEE 10.00 X 0 0 0 JENNIFER JACKSON BECKHAM TRUSTEE 10.00 X 0 0 0 MARY PAT ROONEY TRUSTEE 10.00 10.00 X 0 0 0 CHRISTINA FRANK ERWIN TRUSTEE 10.00 X 0 0 0 NANCY FOLAND TRUSTEE 10.00 11.00 X 0 0 0 GAIL SIMPSON OWEN TRUSTEE 10.00 11.00 X 0 0 0 AMANDA LANG TRUSTEE 10.00 X 0 0 0 JAN RADKE PISHNY TRUSTEE 10.00 X 0 0 0 MARION WILSON RICH TRUSTEE 10.00 X 0 0 0 MARGARET COONS EXECUTIVE DIRECTOR 40.00 X 134653 0 16471 134653 0 16471 1 0 1 0 WORDS DATA AND IMAGES DBA GABRIEL GROUP 3190 RIDER TRAIL S EARTH CITY MO 63045 FUNDRAISING SERVICES 108563 1 199000 3752429 258502 3951429 835481 74896 760585 25540462 2777706 19088303 489891 6452159 2287815 8739974 8739974 LIFE INS CASH SURRENDER VALUE 900099 3470 3470 3470 13530354 0 74896 9504029 1584301 1584301 2008762 2008762 14000 14000 151124 36293 47885 66946 569412 136746 180422 252244 39214 9417 12425 17372 40158 9644 12724 17790 49654 11925 15733 21996 17958 17958 32900 32900 108563 108563 165900 165900 37439 37439 11735 5868 5867 18034 4331 5714 7989 211392 50765 66981 93646 122129 29330 38697 54102 209444 50299 66364 92781 COST-BASED REIMBURSEMEN 199090 47812 63083 88195 DEVELOPMENT 99912 99912 MUSEUM MGMT & MAINTENAN 67172 67172 TRUSTEE FEES 49149 49149 27194 27194 5834636 4060797 846436 927403 449242 1693076 2569005 3005021 327279 598522 47062 22309 3459822 2419468 1029645 1040354 25109520 23537849 18115060 30990045 566609 723495 48213422 61610671 133594 138687 227443 644793 361037 783480 X 11775774 15531473 36076611 45295718 47852385 60827191 48213422 61610671 7695718 5279088 0 X 0 1 X 1 0 X 6231639 4054612 4335629 5716893 3951429 24290202 6231639 4054612 4335629 5716893 3951429 24290202 1947060 22343142 913139 1213221 1461940 1126200 835481 5549981 13448 5334 -10578 1100 3470 12774 29852957 96208 0.74840 0.73450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 13,448. 2017 AMOUNT: $ 5,334. 2018 AMOUNT: $ -10,578. 2019 AMOUNT: $ 1,100. 2020 AMOUNT: $ 3,470. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 25139920 417211 7750042 518975 291588 32496610 24839240 610768 746707 769276 287519 25139920 24425961 527349 857387 694234 277223 24839240 22295676 367522 2570620 636080 171777 24425961 19398538 1353970 2301911 609048 149695 22295676 0.67720 0.32280 1 0 94637 94637 812467 434488 377979 204236 46615 157621 2004939 1774569 230370 343543 163796 179747 1040354 PARNASSUS CORE EQTY FD 3917167 F REAL ESTATE PARTNERSHIPS 8505994 F FUND OF FUNDS 5483481 F MERCER CORE FIXED INCOME 3968477 F ARTISAN INTERNATIONAL VA 4368986 F VANGUARD FTSE EMERGING 4745940 F 30990045 DUE TO RELATED PARTY 644793 644793 X 18643542 5279088 5279088 13364454 165900 165900 13530354 5668736 0 5668736 165900 165900 5834636 PART III, LINE 1A: THE FOUNDATION OWNS MANY COLLECTIBLE AND HISTORICAL ITEMS WHICH WERE NOT CAPITALIZED ON THE FINANCIAL STATEMENTS AS THEY WERE ACQUIRED BECAUSE IT WAS IMPRACTICABLE TO DETERMINE A VALUE. PART III, LINE 4: THE FOUNDATION SUPPORTS THE OPERATION OF THE STEWART HOUSE MUSEUM, HOME OF KAPPA KAPPA GAMMA FOUNDER MINNIE STEWART, IN MONMOUTH, ILLINOIS. THE KAPPA KAPPA GAMMA FOUNDATION IS COMMITTED TO FUNDING THE PRESERVATION OF KAPPA'S HERITAGE AS THE ORGANIZATION PURSUES THE COMPREHENSIVE DIGITIZATION OF ALL MUSEUM AND ARCHIVE COLLECTIONS. SHARING THESE COLLECTIONS WITH THE GENERAL PUBLIC AND THE MEMBERS OF KAPPA KAPPA GAMMA HIGHLIGHTS THE POSITIVE IMPACT OF WOMEN'S FRATERNITIES ON SOCIETY, THE HISTORY OF WOMEN IN HIGHER EDUCATION, AND KAPPA KAPPA GAMMA'S ROLE IN EMPOWERING WOMEN FOR OVER 150 YEARS. PART V, LINE 4: SCHOLARSHIPS, FINANCIAL AID, AND LEADERSHIP ACADEMY PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NON-PROFIT CORPORATION AND HAS OBTAINED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(I)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). GUIDANCE ISSUED BY THE FINANCIAL ACCOUNT STANDARDS BOARD (FASB) REQUIRES THE FOUNDATION TO RECOGNIZE A TAX LIABILITY ONLY IF IT IS MORE-LIKELY-THAN-NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF UNCERTAIN TAX POSITION THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX LIABILITY IS RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNCERTAIN TAX POSITIONS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE FOUNDATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE AND DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2021 AND 2020. THE FOUNDATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 5548889 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS 0 0 0 0 0 0 5548889 0 5548889 SCHOLARSHIPS NORTH AMERICA 4 14000 CHECK N/A US DOLLAR 1 0 1 1 1 0 PART I, LINE 3: N/A - THE ORGANIZATION DOES NOT HAVE EXPENDITURES OVERSEAS. PART III ACCOUNTING METHOD: X X X X X 1 WORDS DATA AND IMAGES DBA GABRIEL GROUP PO BOX 1000 SOUTHEASTERN PA 19398 ANNUAL LOYALTY FUND PRODUCTION/FULFILLMENT 0 1180249 108563 1071686 1180249 108563 1071686 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR SC SD TN TX UT VT VA WA WV WI WY 1 KAPPA KAPPA GAMMA FRATERNITY 6640 RIVERSIDE DRIVE SUITE 200 DUBLIN OH 43017 314221880 501(C)(7) 728204 EDUCATIONAL GRANTS DELTA PSI EDUCATIONAL AREA 9702 YORK PLACE LUBBOCK TX 79424 237189490 501(C)(7) 39037 EDUC. AREAS AND FACILITIES BETA CHI EDUCATIONAL AREA 1602 MEADOWTHORPE AVE LEXINGTON KY 40511 820640644 501(C)(7) 75000 EDUC. AREAS AND FACILITIES THETA EDUCATIONAL AREA 1603 CHAPEL HILL RD 203 COLUMBIA MO 65203 431080165 501(C)(7) 152389 EDUC. AREAS AND FACILITIES EPSILON BETA EDUCATIONAL AREA 12540 W AUBURN AVE LAKEWOOD CO 80228 510151535 501(C)(7) 49000 EDUC. AREAS AND FACILITIES DELTA IOTA EDUCATIONAL AREA 4050 WEST LAKESHORE DR BATON ROUGE LA 70808 720602414 501(C)(7) 181375 EDUC. AREAS AND FACILITIES BETA THETA EDUCATIONAL AREA 6609 NW GRAND BLVD OKLAHOMA CITY OK 73116 730738019 501(C)(7) 193770 EDUC. AREAS AND FACILITIES GAMMA NU EDUCATIONAL AREA 12912 RIDGEHAVEN RD LITTLE ROCK AR 72211 831545074 501(C)(7) 160976 EDUC. AREAS AND FACILITIES EPSILON KAPPA EDUCATIONAL AREA 520 LINCOLN ST COLUMBIA SC 29201 511040790 501(C)(7) 4550 EDUC. AREAS AND FACILITIES 0 9 FINANCIAL AID 115 254602 SCHOLARSHIPS 495 1754160 PART I, LINE 2: KAPPA KAPPA GAMMA FRATERNITY PROVIDES QUARTERLY REPORTS TO THE FOUNDATION FOR REVIEW OF HOW THE FUNDS ARE BEING SPENT. THE FINAL REPORT IS SIGNED BY THE EXECUTIVE DIRECTORS OF THE FRATERNITY AND FOUNDATION FOR APPROVAL. GRANT APPLICANTS PREPARE AND SUBMIT TO THE FOUNDATION BOARD OF TRUSTEES A GRANT APPLICATION FORM DISCLOSING THE INTENDED USE AND PURPOSE OF A GRANT. THE FOUNDATION BOARD OF TRUSTEES REVIEWS AND VOTES ON THE PROPRIETY OF A GRANT BASED UPON THE INFORMATION CONTAINED ON THE GRANT APPLICATION FORM. IF APPROVED, EACH GRANT IS GOVERNED BY PROCEDURES SET FORTH IN A WRITTEN GRANT AGREEMENT BETWEEN THE RECIPIENT AND THE FOUNDATION. THE GRANT AGREEMENT REQUIRES: 1) THE GRANT FUNDS TO BE USED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES; 2) THE MAINTENANCE BY THE GRANTEE OF DETAILED RECORDS RELATING TO THE USE OF THE GRANT FUNDS; 3) THE GRANT RECIPIENT ALLOWS FOUNDATION REPRESENTATIVES ACCESS TO INFORMATION RELEVANT TO ITS USE OF THE GRANT FUNDS PROCEEDS; AND 4) PROVIDES FOR THE RETURN OF GRANT FUNDS IF SUCH FUNDS ARE NOT USED IN THE MANNER SPECIFIED IN THE GRANT AGREEMENT. 0 0 0 0 0 0 0 0 0 MARGARET COONS EXECUTIVE DIRECTOR 134653 0 0 0 0 0 10140 0 6331 0 151124 0 0 0 X 15 258502 MARKET VALUE 0 1 1 PART I, COLUMN (B): THERE WERE 15 VARIOUS CONTRIBUTIONS OF STOCK DURING FY 2021. PART I, LINE 32B: INVESTMENT COMPANY RECEIVES STOCK DONATIONS AND IS INSTRUCTED TO SELL UPON RECEIPT AND TRANSFER PROCEEDS TO FOUNDATION BANK ACCOUNT. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THE MEMBERS OF THE COUNCIL OF KAPPA KAPPA GAMMA FRATERNITY, SERVING FROM TIME TO TIME. AT THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION, THE MEMBERS SHALL ELECT TRUSTEES FROM A SLATE PRESENTED TO THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A SEE NARRATIVE FOR PART VI, LINE 6 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE TAX RETURN BY AN INDEPENDENT TAX PREPARER, MANAGEMENT PERFORMS A DETAILED REVIEW OF THE FORM 990. THE FINAL FORM 990, AS FILED WITH THE IRS, IS THEN PROVIDED TO EVERY VOTING MEMBER OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES REVIEWS THE FORM 990 WITH THE ASSISTANCE OF THE INDEPENDENT TAX PREPARER. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION BOARD OF TRUSTEES, FOUNDATION FINANCE COMMITTEE MEMBERS, MANAGERS AND OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. EACH BOARD MEMBER, FINANCE COMMITTEE MEMBER, MANAGER AND OFFICER INDICATES WHETHER THERE ARE ANY CONFLICTS AND THESE CONFLICTS ARE REVIEWED BY THE TREASURER. BOARD MEMBERS ABSTAIN FROM VOTING ON TOPICS WHERE A POTENTIAL OR REAL CONFLICT OF INTEREST EXISTS. BOARD MINUTES REFLECT THIS ACTION. FORM 990, PART VI, SECTION B, LINE 15A IN FY 2021, THE ORGANIZATION REVIEWED AND APPROVED THE EXECUTIVE DIRECTOR'S COMPENSATION UTILIZING SALARY SURVEYS THAT INCLUDED SIMILAR ORGANIZATIONS IN THEIR DELIBERATION PROCESS. THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES. THEREFORE, LINE 15B HAS BEEN ANSWERED "NO" PER THE FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AND AFTER THE BOARD OF TRUSTEES HAVE REVIEWED THE REQUEST FOR APPROVAL. KAPPA KAPPA GAMMA FRATERNITY 6640 RIVERSIDE DRIVE STE 200 DUBLIN OH 43017 314221880 FRATERNITY OH 501(C)(7) N/A 0 KAPPA KAPPA GAMMA FRATERNITY HOUSING CORPORATION 6640 RIVERSIDE DRIVE STE 200 DUBLIN OH 43017 831084242 HOUSING OH 501(C)(7) N/A 0 CHARITABLE REMAINDER TRUST DBA DRAIS TRUST C/O WELLS FARGO BANK N A TRUST TAX LAS VEGAS NV 89118 956819324 INVESTMENTS CA T 306024 1.00000 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0 CHARITABLE REMAINDER TRUST DBA DRAIS TRUST A 13950 FMV KAPPA KAPPA GAMMA FRATERNITY B 728204 AUDITED VALUE KAPPA KAPPA GAMMA FRATERNITY K 116491 AUDITED VALUE KAPPA KAPPA GAMMA FRATERNITY P 199090 AUDITED VALUE