2020-01-16T12:06:36-06:00 2019-06-30 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990 2018-07-01 751783690 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION KAPP 5404631865 PO BOX 1865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 LARRY S WIESE SECRETARY/TREASURER 5404637121 2020-01-16 1 LUCAS PENIX P01792749 5404637121 199.244.105.69 2020-01-16 13:12:59 ES P 61685ED47EDA8574F41E103D56CA5CDAFA21CFBD 37FB8B442E8B615421F0EA26E6E55D5909F92F59 2018 2020-09-23 17:36:50Z LARRY S WIESE 115 LIBERTY HALL ROAD LEXINGTON VA 24450 5726580 0 X WWW.KAOEF.ORG X 1982 TX EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER 17 17 0 0 0 0 1261173 1144387 15393 28895 394195 366103 96395 99132 1767156 1638517 266735 231453 0 0 482822 573846 0 0 580588 752500 808864 1502057 1614163 265099 24354 9808319 9964295 418465 507162 9389854 9457133 X THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. 0 0 51000 51000 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. 87047 67200 SCHOLARSHIP AWARDS FOR 70 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2019. 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. 85600 85600 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. 27530 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. 10580 27653 28895 SERVICES TO KAPPA ALPHA ORDER 336268 SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC AND HAZING PREVENTION INITIATIVES 374378 27653 28895 598025 1 1 0 0 0 1 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 17 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 17 17 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 & PRESIDENT 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 TIMOTHY K ADAMS LIFE TRUSTEE 0.00 X 0 0 0 JACK R TAYLOR LIFE TRUSTEE 0.00 X 0 0 0 IDRIS R TRAYLOR LIFE TRUSTEE 0.00 X 0 0 0 DAN H AKIN TRUSTEE 0.00 X 0 0 0 RICHARD L BURKE TRUSTEE 0.00 X 0 0 0 WILLIAM E DREYER TRUSTEE 0.00 X 0 0 0 JAMES R ESTES TRUSTEE 0.00 X 0 0 0 ROBERT W HAGAN TRUSTEE 0.00 X 0 0 0 EUGENE M JULIAN TRUSTEE 0.00 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 WILLIAM H SKIPPER TRUSTEE 0.00 X 0 0 0 DAVID BARKSDALE TRUSTEE 0.00 X 0 0 0 R SCOTT HEALTH TREASURER 0.00 X X 0 0 0 LARRY S WIESE SECRETARY 20.00 X 131310 181332 25017 131310 181332 25017 1 0 1 0 0 1144387 5030 1144387 REIMBURSEMENT FROM KAO 900099 28895 28895 28895 183724 183724 49390 0 49390 49390 49390 4246699 4064320 182379 182379 182379 71682 23743 47939 47939 MISCELLANEOUS 900099 963 963 LIFE INSURANCE GAINS 900099 840 840 1803 1638517 28895 0 465235 164253 164253 67200 67200 131310 49510 43423 38377 341106 132379 110115 98612 17100 6618 5540 4942 59018 22840 19122 17056 25312 9796 8201 7315 1615 625 523 467 8398 8398 18500 18500 30325 30325 18528 18528 36112 28734 7378 209502 8242 13324 187936 85361 25401 37056 22904 79636 4877 74759 80354 23314 22744 34296 14217 14217 121341 35189 53875 32277 35247 10433 15388 9426 BOOKKEEPING 28447 10753 9359 8335 INTERNSHIP EXPENSE 25756 25756 TELEPHONE 13353 3726 6022 3605 MISCELLANEOUS 2148 1990 158 24 24 1614163 598025 435550 580588 99102 91881 6392 15355 315418 324476 14524 9260 22191 62962 3826166 1487621 2418946 2338545 6804007 6978263 20002 20002 107737 123551 9808319 9964295 2677 4086 415788 503076 418465 507162 X 1993505 1667032 7396349 7790101 9389854 9457133 9808319 9964295 24354 42925 0 X X 0 1 X 1 0 X 1120337 1030302 1228163 1347877 1216069 5942748 1120337 1030302 1228163 1347877 1216069 5942748 119834 5822914 321222 257317 229818 211499 233114 1252970 680 1759 1218 979 1803 6439 7202157 98683 0.80850 0.81260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 88651 X X 0 0 10000 10000 1 X 6824009 48454 409023 252872 30349 6998265 6732330 115880 378500 372206 30495 6824009 6323625 29370 650901 237456 34110 6732330 6170668 321917 -122740 46220 6323625 6256714 105213 98653 230715 59197 6170668 0 0 594161 594161 2896401 1166885 1729516 335604 320736 14868 2338545 ACCRUED VACATIONS 28868 ANNUITY OBLIGATIONS 190744 ACCRUED INTEREST PAYABLE 720 PAYABLE TO KAPPA ALPHA ORDER 282744 503076 1660619 42925 23743 66668 1593951 30325 14241 44566 1638517 1593340 23743 23743 1569597 30325 14241 44566 1614163 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 23,743. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE CHARITABLE GIFT ANNUITY 14,217. FOREIGN TAX WITHHELD AT SOURCE 24. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 23,743. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES 14,217. FOREIGN TAX WITHHELD AT SOURCE 24. BID FOR BROTHERHOOD AUCTION 71682 71682 23743 71682 71682 23743 23743 47939 1 KAPPA ALPHA ORDER 115 LIBERTY HALL ROAD P O BOX 1865 LEXINGTON VA 24450 580310956 501(C)(7) 51000 EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. GAMMA TAU CHAPTER HOUSING CORPORATION 17943 SADDLE CREEK DRIVE COLLEGE STATION TX 77845 760516664 501(C)(7) 76500 CHAPTER SUPPORT AND EDUCATION DESCRIBED IN FORM 990 PART III. SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. 70 67200 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 SECRETARY 107730 148770 23580 32562 0 0 0 15390 0 9627 131310 206349 0 0 PART I, LINE 4B LARRY S WIESE X 5 5030 DONOR'S ASSESSMENT 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 0 KAPPA ALPHA ORDER B 51000 KAPPA ALPHA ORDER D 20428 KAPPA ALPHA ORDER E 272744 KAPPA ALPHA ORDER J 49390 KAPPA APLHA ORDER N 123773 KAPPA ALPHA ORDER O 211921 KAPPA ALPHA ORDER P 79553 KAPPA ALPHA ORDER Q 61211 KAPPA ALPHA ORDER M 2304 KAPPA ALPHA ORDER L 15075