2015-05-15T07:47:17-05:00 2014-12-31 260005391 VANCE FLOUHOUSE & GARGES PLLC 7725 BALLANTYNE COMMONS PKY STE103 CHARLOTTE NC 28277 990 2014-01-01 460975567 PI KAPPA PHI FOUNDATION PIKA 7045040888 PO BOX 240526 CHARLOTTE NC 28224 MARK E TIMMES CHIEF EXECUTIVE OFFICER 7045040888 2015-05-14 1 DAVID JACOB TOWNSEND P00742627 7043697200 2014 2016-02-25 16:41:14Z X MARK E TIMMES PO BOX 240526 CHARLOTTE NC 28224 5756385 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. 15 15 4 0 0 0 4870008 8523 877854 0 5756385 340626 0 219504 0 360682 531683 1091813 4664572 11372957 350576 11022381 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 297176 205300 877854 THE FOUNDATION SUPPORTS THE EDUCATIONAL PROGRAMS OF PI KAPPA PHI FRATERNITY THROUGH GRANTS. 135326 135326 THE FOUNDATION AWARDS SCHOLARSHIPS ANNUALLY TO HELP STUDENT MEMBERS ACHIEVE ACADEMIC GOALS, DEVELOP LEADERSHIP SKILLS AND PROMOTE SERVICE TO THE COMMUNITY. 432502 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 0 0 4 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 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 ROBERT NATHAN HIGHTOWER ESQ MEMBER 0.00 X 0 0 0 JOHN ANDREWS CHAIRMAN 0.00 X 0 0 0 ROBERT PATERNO MEMBER 0.00 X 0 0 0 ROBERT BERRY MEMBER 0.00 X 0 0 0 LANCE TALMAGE VICE CHAIRMAN 0.00 X 0 0 0 THOMAS COLEY MEMBER 0.00 X 0 0 0 BARRY HOWELL SECRETARY/TREASURER 0.00 X 0 0 0 JAMES HOUSE MEMBER 0.00 X 0 0 0 TRACY MADDUX NATIONAL COUNCIL PRESIDENT 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 TOM SULLIVAN NATIONAL COUNCIL LIAISON 0.00 X 0 0 0 COUNCILL LEAK MEMBER 0.00 X 0 0 0 MARVIN HACKNEY CFO 15.00 X 0 97500 8351 MARK TIMMES CEO 5.00 X 0 186350 20132 0 283850 28483 0 0 1 0 0 4870008 4870008 LOAN INTEREST - RESTRI 525990 4769 4769 LOAN INTEREST 525990 3294 3294 CHANGE IN CSV LIFE INS 525990 460 460 8523 126020 126020 191583 560251 0 0 191583 560251 751834 751834 5756385 877854 0 8523 205300 205300 135326 135326 167921 29757 41672 96492 5981 1323 1790 2868 28817 5863 6281 16673 16785 2535 3550 10700 473 473 53453 53453 13188 13188 37935 37935 94758 39210 55548 87566 18640 68926 1390 1390 6166 6166 30994 30994 4322 4322 OTHER EXPENSES-FNDRSNG- 57202 57202 PRINTING AND PUBLICATIO 48133 1681 46452 NU PHI 45286 45286 POSTAGE AND SHIPPING 18049 4127 13922 32768 30607 2161 1091813 432502 298629 360682 1248133 2218158 87283 11717 272780 184190 0 88590 7406982 0 312094 0 11372957 53216 2360 295000 0 350576 X 2416521 5752762 2853098 0 11022381 0 11372957 X 4664572 26813 6330996 X 0 1 X 1 0 X 1493281 1493281 1493281 1493281 1493281 105014 105014 460 460 1598755 8062 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2194395 112320 70363 17186 18923 2200243 1.00000 0 0 142907 97782 45125 129873 86408 43465 88590 X 5783198 26813 26813 5756385 0 5756385 1091813 0 1091813 0 1091813 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) 105000 EDUCATIONAL SERVICES THE ABILITY EXPERIENCE 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 581588777 501 (C)(3) 100000 CHARITABLE DONATION 1 1 SCHOLARSHIPS 135326 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 TIMMES CEO 0 125000 0 48950 0 12400 0 0 0 20132 0 206482 0 0 FORM 990, PART VI, SECTION B, LINE 11 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: CONTRIBUTION FROM PI KAPPA PHI FOUNDATION (EIN: 56-6070712) 6,330,996. 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 105000 THE ABILITY EXPERIENCE B 100000 PI KAPPA PHI FRATERNITY N 113895 PI KAPPA PHI FRATERNITY O 84809