KAPPA KAPPA GAMMA FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KAPPA KAPPA GAMMA FOUNDATION (EIN 31-6049792)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-20
- IRS object ID
- 201830519349300608
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-20T09:29:39-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341827159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILMORE JASION MAHLER LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 INDIAN WOOD CIRCLE STE 100 | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316049792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPPA KAPPA GAMMA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6640 RIVERSIDE DRIVE No 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Burkes | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6142286515 | PhoneNum |
| Signature | 2018-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI FERGUSON | PreparerPersonNm |
| PTIN | P00410007 | PTIN |
| Phone | 4197942000 | PhoneNum |
| Preparation | 2018-02-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.61.47.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-20 | IPDt |
| IP Tm | 09:28:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6743249C22048FBA2C13B0BA4D29A5A5CA526A46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0894DEE95462A49BCE21A58B781C07A82D502D8C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Beth Burkes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6640 RIVERSIDE DRIVE No 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,008,316 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kappa.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O.The mission of the Kappa Kappa Gamma Foundation is to support the lifetime development of women through the funding of educational programs, financial assistance and preservation of Kappa heritage. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | -$163,616 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$163,616 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,163,172 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,231,639 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $63,245 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,241 | CYProgramServiceRevenueAmt |
| PY Investment Income | $312,786 | PYInvestmentIncomeAmt |
| CY Investment Income | $349,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $13,448 | CYOtherRevenueAmt |
| PY Total Revenue | $3,539,203 | PYTotalRevenueAmt |
| CY Total Revenue | $6,658,459 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,674,450 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,463,307 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $673,139 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $709,849 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $79,414 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $190,809 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $829,805 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,289,847 | PYOtherExpensesAmt |
| CY Other Expenses | $1,076,339 | CYOtherExpensesAmt |
| PY Total Expenses | $3,716,850 | PYTotalExpensesAmt |
| CY Total Expenses | $7,440,304 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$177,647 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$781,845 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,901,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,131,222 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $782,610 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,917 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,118,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,018,305 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Kappa Kappa Gamma Foundation is to support the lifetime development of women through the funding of educational programs, financial assistance and preservation of Kappa heritage. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $876,915 | ExpenseAmt |
| Grant | $797,281 | GrantAmt |
| Desc | 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 based on a combination of factors including academic merit, financial need and participation and leadership in Kappa, campus and community activities. The Foundation provides confidential aid to deserving 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $779,355 | ExpenseAmt |
| Grant | $732,641 | GrantAmt |
| Desc | Educational and Leadership Programming: The Foundation supports the development and use of Educational and leadership programs that are available to over 200,000 alumnae and more than 16,000 undergraduate members. Through our Girl's Academy, we are also providing leadership programming and mentorship to hundreds of middle school girls every year. Through these programs we are making a lifetime investment in the education and training of women. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,933,387 | ExpenseAmt |
| Grant | $3,933,385 | GrantAmt |
| Revenue | $64,241 | RevenueAmt |
| Desc | Educational Area Grant: Provides Grants for the educational areas of chapter houses. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $255,948 | ExpenseAmt |
| Desc | Museums: The Foundation supports the operation of the Heritage Museum in Columbus, Ohio and the stewart house, home of Founder Minnie Stewart, in monmouth, Illinois. The Kappa Kappa Gamma Foundation is committed to funding the preservation of Kappa's heritage, not just to showcase antique jewelry or a piece of furniture, but to tell the story of the positive impact of women's fraternities on society (and particularly the role we have played in empowering women) and teach from our history. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $255,948 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $5,845,605 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heather Root | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142286515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 East Town Street | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Kay Reid Tennison | |||||||
| President | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Pat McInnis Cooper | |||||||
| Vice President | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jean Schmidt | |||||||
| Treasurer | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jill Powell Goldberg | |||||||
| Museums Committee Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Katherine Scholberg Weeks | |||||||
| Financial Assistance Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Beth Uphoff Black | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| Mary Jane Jackson Crist | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Christina Frank Erwin | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Eyermann Foland | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| Tamela Jones Lanier | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Julie Marine Leshay | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Gail Simpson Owen | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| Susanne Wolff Vander Heyden | |||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Laura Elizabeth Burkes | |||||||
| Executive Director/ Secretary | 40.00 | Yes (X) | $162,862 | $0 | $16,485 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $162,862 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,485 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Silvercrest Asset Management Group LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 Stony Point Parkway 570 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | investment consulting | ServicesDesc |
| Compensation | $136,680 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,944 | RelatedOrganizationsAmt |
| All Other Contributions | $6,229,695 | AllOtherContributionsAmt |
| Noncash Contributions | $709,860 | NoncashContributionsAmt |
| Total Contributions | $6,231,639 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rent from related party | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $64,241 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,241 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,241 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $913,139 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$164,624 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,077,763 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,784,841 | SecuritiesAmt |
| Other | $1,008 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,349,857 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$565,016 | SecuritiesAmt |
| Other | $1,008 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$564,008 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,008 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$565,016 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,448 | TotalRevenueColumnAmt |
| Exclusion | $13,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,448 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,658,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,241 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$163,616 | UnrelatedBusinessRevenueAmt |
| Exclusion | $526,195 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,666,027 | TotalAmt |
| Program Services | $4,666,027 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,280 | TotalAmt |
| Program Services | $797,280 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,348 | TotalAmt |
| Program Services | $36,372 | ProgramServicesAmt |
| Management And General | $44,891 | ManagementAndGeneralAmt |
| Fundraising | $98,085 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,064 | TotalAmt |
| Program Services | $83,770 | ProgramServicesAmt |
| Management And General | $103,390 | ManagementAndGeneralAmt |
| Fundraising | $225,904 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,243 | TotalAmt |
| Program Services | $3,902 | ProgramServicesAmt |
| Management And General | $4,817 | ManagementAndGeneralAmt |
| Fundraising | $10,524 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,710 | TotalAmt |
| Program Services | $11,095 | ProgramServicesAmt |
| Management And General | $13,694 | ManagementAndGeneralAmt |
| Fundraising | $29,921 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,484 | TotalAmt |
| Program Services | $8,819 | ProgramServicesAmt |
| Management And General | $10,884 | ManagementAndGeneralAmt |
| Fundraising | $23,781 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,371 | TotalAmt |
| Management And General | $16,371 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,500 | TotalAmt |
| Management And General | $32,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,809 | TotalAmt |
| Fundraising | $190,809 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,186 | TotalAmt |
| Management And General | $216,186 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,125 | TotalAmt |
| Program Services | $19,782 | ProgramServicesAmt |
| Management And General | $8,792 | ManagementAndGeneralAmt |
| Fundraising | $13,551 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,142 | TotalAmt |
| Program Services | $27,700 | ProgramServicesAmt |
| Management And General | $29,957 | ManagementAndGeneralAmt |
| Fundraising | $11,485 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,705 | TotalAmt |
| Program Services | $31,730 | ProgramServicesAmt |
| Management And General | $15,820 | ManagementAndGeneralAmt |
| Fundraising | $13,155 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,625 | TotalAmt |
| Program Services | $23,721 | ProgramServicesAmt |
| Management And General | $18,396 | ManagementAndGeneralAmt |
| Fundraising | $34,508 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,412 | TotalAmt |
| Management And General | $27,412 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,012 | TotalAmt |
| Program Services | $55,670 | ProgramServicesAmt |
| Management And General | $16,931 | ManagementAndGeneralAmt |
| Fundraising | $36,411 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Cost-based reimbursemen | $214,248 | $20,746 | $135,894 | $57,608 |
| Development and Public | $84,063 | $84,063 | ||
| Trustee Fees | $66,622 | $66,622 | ||
| Museum MGMT & Maintenan | $58,991 | $58,991 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337 | TotalAmt |
| Management And General | $1,337 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,440,304 | TotalAmt |
| Program Services | $5,845,605 | ProgramServicesAmt |
| Management And General | $764,894 | ManagementAndGeneralAmt |
| Fundraising | $829,805 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,160,907 | BOYAmt |
| EOY | $330,535 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,754,500 | BOYAmt |
| EOY | $2,255,647 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,158 | BOYAmt |
| EOY | $416,811 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,763 | BOYAmt |
| EOY | $29,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,961,697 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,894,587 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,504 | BOYAmt |
| EOY | $1,067,110 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,207,538 | BOYAmt |
| EOY | $12,570,114 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,936,358 | BOYAmt |
| EOY | $28,794,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,491 | BOYAmt |
| EOY | $667,673 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,901,219 | BOYAmt |
| EOY | $46,131,222 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,626 | BOYAmt |
| EOY | $38,759 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,984 | BOYAmt |
| EOY | $74,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,610 | BOYAmt |
| EOY | $112,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,722,858 | BOYAmt |
| EOY | $11,649,389 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,724,751 | BOYAmt |
| EOY | $14,331,256 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,671,000 | BOYAmt |
| EOY | $20,037,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,118,609 | BOYAmt |
| EOY | $46,018,305 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,901,219 | BOYAmt |
| EOY | $46,131,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$781,845 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,681,541 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $2,297,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,522,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,752,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,223,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,231,639 | CurrentTaxYearAmt |
| Total | $19,027,338 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,297,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,522,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,752,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,223,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,231,639 | CurrentTaxYearAmt |
| Total | $19,027,338 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,571,110 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,456,228 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,113,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,026,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,595,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,154,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $913,139 | CurrentTaxYearAmt |
| Total | $5,803,519 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78 | CurrentTaxYearMinus4YearsAmt |
| Total | $78 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $13,448 | CurrentTaxYearAmt |
| Total | $17,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,848,642 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $231,651 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous - 2012 Amount: $ 1,188. 2013 Amount: $ 1,767. 2014 Amount: $ 1,304. 2016 Amount: $ 13,448. | ExplanationTxt |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,398,538 | BeginningYearBalanceAmt |
| Contributions | $1,211,660 | ContributionsAmt |
| Investment Earnings Or Losses | $2,289,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $609,048 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $149,696 | AdministrativeExpensesAmt |
| End Year Balance | $22,140,677 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,517,237 | BeginningYearBalanceAmt |
| Contributions | $570,592 | ContributionsAmt |
| Investment Earnings Or Losses | -$959,732 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $576,594 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $152,965 | AdministrativeExpensesAmt |
| End Year Balance | $19,398,538 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,624,059 | BeginningYearBalanceAmt |
| Contributions | $372,592 | ContributionsAmt |
| Investment Earnings Or Losses | $278,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $605,600 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $152,648 | AdministrativeExpensesAmt |
| End Year Balance | $20,517,237 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,390,995 | BeginningYearBalanceAmt |
| Contributions | $132,587 | ContributionsAmt |
| Investment Earnings Or Losses | $2,793,087 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $553,575 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $139,035 | AdministrativeExpensesAmt |
| End Year Balance | $20,624,059 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,142,080 | BeginningYearBalanceAmt |
| Contributions | $251,629 | ContributionsAmt |
| Investment Earnings Or Losses | $1,660,071 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $529,332 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $133,453 | AdministrativeExpensesAmt |
| End Year Balance | $18,390,995 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.89800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,500 | OtherCostOrOtherBasisAmt |
| Book Value | $15,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,371,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,517,780 | DepreciationAmt |
| Book Value | $853,399 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,442 | DepreciationAmt |
| Book Value | $9,536 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,256 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,736 | DepreciationAmt |
| Book Value | $90,520 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $320,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $222,629 | DepreciationAmt |
| Book Value | $98,155 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,067,110 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity Limited Partnerships | $1,823,439 | F |
| Real Estate Limited Partnerships | $1,588,545 | F |
| Fund of Funds | $4,414,311 | F |
| Hedge Funds | $2,819,879 | F |
| Vanguard Total Stock | $2,609,343 | F |
| Oppenheimer Senior | $2,630,982 | F |
| Artisan Intl Value Fund | $3,220,001 | F |
| Matthews Asia Dividend | $3,171,656 | F |
| Parnassus Core Eqty Fd | $3,063,492 | F |
| Vanguard Growth Index Fd | $3,452,616 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,794,264 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Kappa Kappa Gamma Fraternity | Desc |
| Amt | $74,158 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $74,158 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,123,814 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,681,541 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,681,541 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,442,273 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $216,186 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $216,186 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,658,459 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,224,118 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,224,118 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $216,186 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $216,186 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,440,304 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 heritage museum in columbus, ohio, and the stewart house museum in monmouth, illinois. These public museums depict the life and times of women of the victorian period and the founders of kappa kappa gamma fraternity and feature exhibits from the archives of the fraternity. the foundation develops programs such as tradition of leadership: education to enfranchisement, curator's tour of tradition of leadership, archives in a box, voyage of discovery and others available to the public. |
| 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. The Foundation did not have any amounts accrued for interest and penalties at June 30, 2017 and 2016. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $4,539,516 |
| East Asia and the Pacific | Investments | $2,819,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,359,395 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,359,395 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | N/A - the organization does not have expenditures overseas. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Words data and images dba gabriel group | ||||||||
| 3190 Rider Trail S | Earth City | MO | 63045 | Annual Loyalty Fund Production/Fulfillment | 0 | $592,639 | $98,199 | $494,440 |
| Aria Communications | ||||||||
| 717 W St Germain St | St Cloud | MN | 56301 | Parent Campaign Solicitation and fulfillment | 0 | $88,012 | $22,411 | $65,601 |
| Pennington & Company | ||||||||
| 501 Gateway Dr Suite A | Lawrence | KS | 66049 | Capital Campaign Assistance | 0 | $0 | $70,199 | -$70,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $680,651 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $190,809 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $489,842 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Beta Nu House Corporation | |||||||
| 55 E 15th avenue | Columbus | OH | 43201 | 316034320 | 501(C)(7) | $97,749 | Educ. Areas and FAcilities |
| Delta Psi House Corporation | |||||||
| 9 Greek Cir | Lubbock | TX | 794165814 | 237189490 | 501(C)(7) | $51,678 | Educ. Areas and Facilities |
| Kappa Kappa Gamma Fraternity | |||||||
| 530 E Town St | Columbus | OH | 43215 | 314221880 | 501(C)(7) | $727,144 | Educational Grants |
| Gamma Nu House Corporation | |||||||
| 800 W Maple St | Fayetteville | AR | 727013232 | 237332073 | 501(C)(7) | $656,047 | Educ. Areas and Facilities |
| Beta Xi House Corporation | |||||||
| 2001 University Ave | Austin | TX | 787055623 | 741219941 | 501(C)(7) | $3,026,781 | Educ. Areas and Facilities |
| Epsilon Alpha House Corporation | |||||||
| 2634 Lubbock Ave | Fort Worth | TX | 76109 | 756024415 | 501(C)(7) | $101,131 | Educ. Areas and Facilities |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Financial Aid | 103 | $225,644 |
| Scholarships | 182 | $571,636 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part 1, line 2 - procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | 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 fraterntiy and foundation for approval. Grant applicants prepare and submit to the foundation board of trustees a grant application form disclosing the intended use and purposes 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 fund proceeds; and 4) provides for the return of grant funds if such funds are not used in the manner specified in the grant agreement. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Elizabeth Burkes | PersonNm |
| Title | Executive Director/ Secretary | TitleTxt |
| Base Compensation Filing Org | $162,862 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,637 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $3,848 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,347 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $709,860 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Securities - publicly traded - There were 38 various contributions of stock during FY 17. |
| Part I, Line 32b: | Investment company receives stock donations and is instructed to sell upon receipt and transfer proceeds to Foundation bank account. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2017, 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kappa Kappa Gamma Fraternity | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6640 RIVERSIDE DRIVE Ste 200 | AddressLine1Txt |
| City | Dublin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314221880 | EIN |
| Primary Activities | Fraternity | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(7) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust DBA Drais Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Wells Fargo Bank N A Trust Tax | AddressLine1Txt |
| City | Winston Salem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956819324 | EIN |
| Primary Activities | Investments | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $20,899 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $260,380 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust DBA Drais Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $8,209 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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