2011-01-25T12:25:37-06:00 2010-06-30 RAETZ & HAWKINS PC CPAs 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990 2009-07-01 751783690 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION KAPP 5404631865 PO BOX 1865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 LARRY S WIESE 5404637121 2011-01-25 1 DAVID B HAWKINS 5404637121 2009 2016-02-24 21:20:13Z LARRY S WIESE 115 LIBERTY HALL ROAD LEXINGTON VA 24450 2910101 0 X WWW.KAOEF.ORG X 1982 TX EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER 25 24 0 0 0 0 2096905 890926 0 -1223376 149907 84942 90021 958471 1130854 563856 492060 0 335250 295656 34022 0 565296 552363 632299 1485491 1420015 -527020 -289161 10709706 10137443 1121925 649984 9587781 9487459 THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. 0 0 75000 75000 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. 71357 67750 103 SCHOLARSHIP AWARDS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2010. 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. 348310 348310 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. 35224 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. 15874 SERVICES TO KAPPA ALPHA ORDER 28521 LEADERSHIP LECTURE EXPENSES 2769 1000 NIC, HAZING PREVENTION & OTHER 82388 1000 577055 1 1 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 1 1 0 1 0 0 0 1 0 1 0 1 12 0 0 0 0 0 0 0 1 1 0 25 24 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 LARRY S WIESE 20.00 X X 65794 0 123164 ROCK N HOUSTON X X 0 0 0 J COLE MCDOWELL JR X X 0 0 0 JAMES R ESTES X X 0 0 0 J MICHAEL DUNCAN X X 0 0 0 TIMOTHY K ADAMS X 0 0 0 FRANK L ASBURY II X 0 0 0 JAMES L BOWERS X 0 0 0 LOREN Q HANSEN X 0 0 0 THOMAS G PAULSEN II X 0 0 0 JACK R TAYLOR X 0 0 0 IDRIS R TRAYLOR JR X 0 0 0 G PAT APPERSON X 0 0 0 BARRY B DONNELL X 0 0 0 WILLIAM E DREYER X 0 0 0 GORDON H HARRIS X 0 0 0 EUGENE M JULIAN X 0 0 0 FRANK W MARESH X 0 0 0 MICHAEL V PAULIN X 0 0 0 TODD D REAVES X 0 0 0 LARRY F ROBB X 0 0 0 GEROLD W SCHLIEF X 0 0 0 J WILLIAM SCHULZ X 0 0 0 DAVID M WARREN X 0 0 0 RICHARD B WILSON JR X 0 0 0 65794 0 123164 0 0 1 0 PHOENIX CONSTRUCTION LLC 328 WEST MIDLAND TRAIL LEXINGTON VA 24450 CONSTRUCTION CONTRACTOR 420117 1 890926 352 890926 163006 163006 48032 48032 48032 48032 1723913 1737012 -13099 -13099 -13099 77887 42235 35652 35652 INSURANCE PROCEEDS 900099 4272 4272 LIFE INSURANCE GAINS 900099 1040 1040 INVESTMENT INCOME 900099 1025 1025 6337 1130854 0 0 239928 424310 424310 67750 67750 65794 1844 9293 54657 195134 12569 60953 121612 7714 494 2414 4806 11863 759 3713 7391 15151 969 4743 9439 2230 2230 12600 12600 22739 22739 3105 22 2413 670 20394 20394 82434 1787 29369 51278 90689 90689 31198 2340 18812 10046 58173 6412 51761 17318 606 10893 5819 19527 534 4299 14694 18036 18036 83420 6256 50303 26861 20453 1243 7984 11226 CAMPAIGN EXPENSES 70670 70670 LEADERSHIP LECTURE 28521 28521 INTERNSHIP EXPENSES 25151 25151 UNCOLLECTIBLE PLEDGES 12500 12500 FOREIGN TAXES 1625 1625 11516 1900 8833 783 1420015 577055 277664 565296 212161 92562 738145 18575 2481762 2145810 23536 3 12936 12282 30958 14467 2886915 507836 1784599 2379079 4502042 3360367 692918 2060934 230649 53364 10709706 10137443 47329 29774 448189 626407 620210 1121925 649984 X 1214467 1355206 2565954 2200553 5807360 5931700 9587781 9487459 10709706 10137443 X 0 1 1 X 0 X 1024870 1606169 1710247 2353830 964815 7659931 1024870 1606169 1710247 2353830 964815 7659931 143556 7516375 235148 223928 319413 214165 211038 1203692 3891 503 831 7068 6337 18630 8882253 0.84620 0.75330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 45358 0 0 352 28453 X X 0 0 5000 5000 1 5092672 20539 334613 2158 24365 5421301 7031080 166220 -1483235 563856 23299 34238 5092672 1.00000 0 0 378303 378303 2227208 317845 1909363 275959 189991 85968 5445 5445 2379079 LIMITED PARTNERSHIP 2060934 F 2060934 ACCRUED VACATIONS 15427 ANNUITY OBLIGATIONS 142861 ACCRUED INTEREST PAYABLE 720 PAYABLE TO KAPPA ALPHA ORDER 461202 620210 1130854 1420015 -289161 188839 188839 -100322 1325166 188839 42235 231074 1094092 22739 14023 36762 1130854 1425488 42235 42235 1383253 22739 14023 36762 1420015 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 XII, Line 2d - Other Adjustments: SPECIAL EVENT FUNDRAISING EXPENSES: 42235. Part XII, Line 4b - Other Adjustments: INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES: 12398. FOREIGN TAX WITHHELD AT SOURCE: 1625. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT FUNDRAISING EXPENSES: 42235. Part XIII, Line 4b - Other Adjustments: INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES: 12398. FOREIGN TAX WITHHELD AT SOURCE: 1625. BID FOR BROTHERHOOD AUCTION 77887 77887 17712 24523 77887 77887 17712 24523 42235 35652 1 KAPPA ALPHA ORDER 115 LIBERTY HALL ROAD P O BOX 1865 LEXINGTON VA 24450 580310956 501(C)(7) 75000 EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. GAMMA TRUSTEES 1450 GREEN ST SUITE 230 AUGUSTA GA 30901 501(C)(2) 344341 CONSTRUCTION OF AN EDUCATIONAL AREA BUILDING COMPONENT. SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. 103 67750 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 65794 96333 0 0 0 0 0 16500 0 10331 65794 123164 76298 101020 Part I, Line 4a LARRY S WEISE LARRY ROBB TRUSTEE 22739 INVESTMENT ADVISORY FEES 0 TODD REAVES TRUSTEE 9644 OMEGA FINANCIAL SERVICES FEES 0 X 2 352 0 1 0 Form 990, Part VI, Section B, line 11 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 AUDIT COMMITTEE 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 LIBERYTY HALL ROAD LEXINGTON VA 24450 NATIONAL FRATERNITY VA 501(C) (7) 1 1 0 1 1 0 0 0 1 0 1 1 1 1 1 1 0 0 KAPPA ALPHA ORDER B 50000 KAPPA ALPHA ORDER D 16264 KAPPA ALPHA ORDER E 456203 KAPPA ALPHA ORDER I 48032 KAPPA APLHA ORDER M 13724 KAPPA ALPHA ORDER N 303121 KAPPA ALPHA ORDER O 71346 KAPPA ALPHA ORDER P 254122 KAPPA ALPHA ORDER G 7167 KAPPA ALPHA OPRDER L 30443