2019-11-14T09:30:00-06:00 2018-12-31 260005391 VANCE FLOUHOUSE & GARGES PLLC 7725 BALLANTYNE COMMONS PKY STE103 CHARLOTTE NC 28277 990 2018-01-01 460975567 PI KAPPA PHI FOUNDATION PIKA 7045040888 2015 AYRSLEY TOWN BLVD NO 200 CHARLOTTE NC 28273 MARK E TIMMES CHIEF EXECUTIVE OFFICER 7045040888 2019-11-12 1 AMANDA R MELTON P01694924 7043697200 165.166.239.170 2019-11-12 10:33:23 ES P D6D028B83EC7BAE48696A0FE418AC7215527A94E 2B300E1FC09CCA321063079848B1E489E0A7BF4B 2018 2020-04-17 16:48:07Z MARK E TIMMES 2015 ARYSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 1014505 0 X WWW.PIKAPP.ORG/FOUNDATIONHOME X 2012 NC TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PI KAPPA PHI FRATERNITY IN ORDER TO ASSIST ITS STUDENT MEMBERS IN ACHIEVING SUPERIOR RESULTS IN PERSONAL DEVELOPMENT, ACADEMICS, SERVICE AND LEADERSHIP. 22 22 3 0 0 0 757499 771886 4577 3914 163740 219500 0 0 925816 995300 995883 482978 0 0 196643 208865 0 0 322942 445477 487001 1638003 1178844 -712187 -183544 11680422 10504971 65272 49037 11615150 10455934 TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PI KAPPA PHI FRATERNITY IN ORDER TO ASSIST ITS STUDENT MEMBERS IN ACHIEVING SUPERIOR RESULTS IN PERSONAL DEVELOPMENT, ACADEMICS, SERVICE AND LEADERSHIP. 0 0 415162 354214 THE FOUNDATION SUPPORTS THE EDUCATIONAL PROGRAMS OF PI KAPPA PHI FRATERNITY THROUGH GRANTS. 128764 128764 THE FOUNDATION AWARDS SCHOLARSHIPS ANNUALLY TO HELP STUDENT MEMBERS ACHIEVE ACADEMIC GOALS, DEVELOP LEADERSHIP SKILLS AND PROMOTE SERVICE TO THE COMMUNITY. 543926 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 2 0 3 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X MARK E TIMMES 7045040888 2015 ARYSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 JOHN RICHARD ANDREWS MEMBER 0.00 X 0 0 0 LANCE ALLEN TALMAGE MEMBER 0.00 X 0 0 0 TED SCHARFENSTEIN MEMBER 0.00 X 0 0 0 ERNEST JOHNSON CHAIRMAN 0.00 X 0 0 0 RICK BERK VICE-CHAIRMAN 0.00 X 0 0 0 DAVE SHOOK SECRETARY/TREASURER 0.00 X 0 0 0 ROBERT F BERRY MEMBER 0.00 X 0 0 0 DANIEL HITZKE MEMBER 0.00 X 0 0 0 JAMES HOUSE MEMBER 0.00 X 0 0 0 ROBERT JOHN PATERNO MEMBER 0.00 X 0 0 0 ANDERS HALL MEMBER 0.00 X 0 0 0 JEREMY GALVIN NATIONAL COUNCIL LIAISON 0.00 X 0 0 0 THOMAS HOWARD COLEY MEMBER 0.00 X 0 0 0 TRIPP HALL MEMBER 0.00 X 0 0 0 MICHAEL SWEENEY MEMBER 0.00 X 0 0 0 JACK MCDONALD MEMBER 0.00 X 0 0 0 WALTER PICKENS MEMBER 0.00 X 0 0 0 STUART HICKS MEMBER 0.00 X 0 0 0 DUDLEY WOODY MEMBER 0.00 X 0 0 0 TRACY MADDUX MEMBER 0.00 X 0 0 0 CHUCK BARNARD MEMBER 0.00 X 0 0 0 MARK EDWARD TIMMES CEO 1.00 40.00 X 0 270525 32022 0 270525 32022 0 0 1 0 0 771886 771886 LOAN INTEREST 525990 3294 3294 LOAN INTEREST - RESTRI 525990 620 620 3914 238705 238705 19205 -19205 -19205 -19205 995300 219500 0 3914 354214 354214 128764 128764 183330 18509 44653 120168 3268 817 1634 817 8004 60 7944 14263 1552 3744 8967 65975 65975 608 608 44373 44373 95366 39462 55904 70504 30485 40019 11684 11684 5551 5551 NU PHI 63979 63979 PRINTING AND PUBLICATIO 42472 42472 MISCELLANEOUS 15577 15577 ALLOCATION TO OPERATING 15000 15000 55912 32336 23576 1178844 543926 311976 322942 591244 603715 1414553 1125606 1616 4511 99202 76587 5107 16628 302479 282379 17578 20100 9462599 8567984 88523 89840 11680422 10504971 57469 49037 6623 0 1180 0 65272 49037 X 3657188 2660453 7814425 7795481 11615150 10455934 11680422 10504971 X -183544 -900674 -74998 X 0 1 X 1 0 X 1493281 1532908 1019664 757499 769162 5572514 1493281 1532908 1019664 757499 769162 5572514 5572514 105014 152984 186902 209652 238705 893257 460 5840 -9262 -2962 6462809 33314 0.86220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3345885 4000 -209628 129068 28734 2982455 3139951 337512 85495 46083 3345885 2903992 101327 263629 86137 42859 3139952 2200243 911725 -87193 97674 23109 2903992 2194395 112320 70363 17186 18923 2200243 1.00000 0 0 142907 142887 20 159572 139492 20080 20100 X 94625 -900675 -900675 995300 0 995300 1178844 0 1178844 0 1178844 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. THE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. SCHEDULE D - PART V - LINE 4 ENDOWMENT FUNDS THE ENDOWMENT FUNDS ARE USED TO PROVIDE ASSISTANCE IN THE EDUCATION AND LEADERSHIP PROGRAMS OF THE FRATERNITY. SCHOLARSHIPS AND GRANTS WERE GIVEN TO STUDENTS BASED ON OUTSTANDING ACHIEVEMENT BOTH IN ACADEMICS AND STUDENT LEADERSHIP, INCLUDING SERVICE IN THE COMMUNITY. 1 PI KAPPA PHI FRATERNITY 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 570340150 501 (C)(7) 143268 EDUCATIONAL SERVICES THE ABILITY EXPERIENCE 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 581588777 501 (C)(3) 129397 CHARITABLE DONATION ALPHA EPLISON LIBRARY GRANT 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 822292354 501 (C)(3) 81549 EDUCATIONAL SERVICES SCHOLARSHIPS 128764 SCHEDULE I - PART 1 - LINE 2 MONITORING THE USE OF GRANT FUNDS BOARD MEMBERS ROUTINELY ATTEND FRATERNITY EDUCATIONAL PROGRAMS AND EVENTS THAT ARE PARTIALLY FUNDED BY THE GRANT AND SCHOLARSHIP FUNDS. THIS AFFORDS THE OPPORTUNITY TO EXPERIENCE FIRST HAND THE EDUCATIONAL PROGRAMMING BEING PROVIDED WITH FOUNDATION FUNDS. IN ADDITION, ONE OF THE FOUNDATION TRUSTEES SERVES AS A LIAISON FROM THE FRATERNITY. X X X 0 0 0 0 0 0 0 0 0 MARK EDWARD TIMMES CEO 0 270525 0 0 0 0 0 0 0 32022 0 302547 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER OF PI KAPPA PHI FOUNDATION CONDUCT A DETAILED REVIEW OF THE RETURN. A REVIEW LIST OF ANY QUESTIONS AND COMMENTS IS PREPARED AND DISCUSSED WITH THE PREPARER. UPON SATISFACTION OF ANY FOLLOW-UP ITEMS, AN ELECTRONIC COPY OF THE FINAL RETURN IS FORWARDED TO EACH TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PI KAPPA PHI FOUNDATION REQUIRES EACH TRUSTEE TO REVEAL POSSIBLE CONFLICTS OF INTEREST IN AN ANNUAL DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 NOT AVAILABLE. FORM 990, PART XI, LINE 9: PRIOR YEAR NET ASSETS ADJUSTMENT -75,000. ROUNDING 2. PI KAPPA PHI FRATERNITY 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 570340150 FRATERNITY SC 501(C)(7) N/A 0 THE ABILITY EXPERIENCE 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 581588777 CHARITABLE ORGANIZATION NC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PI KAPPA PHI FRATERNITY B 143268 THE ABILITY EXPERIENCE B 81549 PI KAPPA PHI FRATERNITY N 118475 PI KAPPA PHI FRATERNITY O 95868