2024-05-14T15:52:26-05:00 2023-06-30 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990 2022-07-01 751783690 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION KAPP 5404631865 PO BOX 1865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 LARRY S WIESE PRESIDENT 5404637121 2024-05-14 1 LARRY WIESE XXX-XX-XXXX 0 LUCAS C PENIX P01792749 5404637121 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LARRY S WIESE 115 LIBERTY HALL ROAD LEXINGTON VA 24450 11506891 0 X WWW.KAOEF.ORG X 1982 TX EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER 18 18 0 0 0 0 1797629 2149686 346 3382 888181 -190029 176320 167877 2862476 2130916 460087 460075 0 0 703748 684296 0 0 581161 828266 930050 1992101 2074421 870375 56495 12310245 13365043 632779 708174 11677466 12656869 X THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. 0 0 250000 250000 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. OFFICER TRAINING CONFERENCES ARE REGIONAL MEETINGS THAT ARE HELD ACROSS THE COUNTRY AND ADDRESSING ONE THIRD OF THE KA ACTIVE MEMBERSHIP. THE SUBJECT MATTER OF OFFICER TRAINING CONFERENCES COVERS RISK MANAGEMENT, PERSONAL DEVELOPMENT AND SCHOLARSHIP. 136325 104950 SCHOLARSHIP AWARDS FOR 124 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2023. 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. 18375 18375 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. 30211 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, ATLANTA GA, AND DALLAS TX AREAS. 8664 3382 SERVICES TO KAPPA ALPHA ORDER 597241 86750 SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC, DISASTER RELIEF, AND HAZING PREVENTION INITIATIVES 636116 86750 3382 1040816 1 1 0 0 0 0 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 1 1 0 0 0 1 0 1 0 1 16 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 18 18 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 R SCOTT HEALTH CHAIRMAN 0.00 X X 0 0 0 DAVID M WARREN VICE CHAIRMAN 0.00 X X 0 0 0 KING V AIKEN KNIGHT COMMANDER 0.00 X X 0 0 0 DARREN S KAY TREASURER 0.00 X X 0 0 0 J MICHAEL DUNCAN LIFE TRUSTEE 0.00 X 0 0 0 IDRIS R TRAYLOR LIFE TRUSTEE 0.00 X 0 0 0 TIMOTHY K ADAMS LIFE TRUSTEE 0.00 X 0 0 0 RICHARD L BURKE TRUSTEE 0.00 X 0 0 0 C DOUGLAS SIMMONS III TRUSTEE 0.00 X 0 0 0 ERIC J DOYLE TRUSTEE 0.00 X 0 0 0 ROBERT N MADDOX TRUSTEE 0.00 X 0 0 0 WALTER M DERISO JR SECRETARY 0.00 X X 0 0 0 WILLIAM E DREYER TRUSTEE 0.00 X 0 0 0 JAMES M SCHMUCK TRUSTEE 0.00 X 0 0 0 JAMES R ESTES TRUSTEE 0.00 X 0 0 0 H LYNN GREER LIFE TRUSTEE 0.00 X 0 0 0 ERIK T SHOWALTER TRUSTEE 0.00 X 0 0 0 DR RUSSELL J SALOOM TRUSTEE 0.00 X 0 0 0 LARRY S WIESE PRESIDENT 20.00 X 195023 171163 22500 195023 171163 22500 1 0 1 0 0 2149686 55234 2149686 REIMBURSEMENT FROM KAO 900099 3382 3382 3382 282854 282854 90000 0 90000 90000 90000 8867502 9340385 -472883 -472883 -472883 112533 35590 76943 76943 LIFE INSURANCE GAINS 900099 934 934 934 2130916 3382 0 -22152 336750 336750 123325 123325 195023 104142 49341 41540 401710 216789 100609 84312 19781 10682 4945 4154 36583 19755 9146 7682 31199 16847 7800 6552 10777 5820 2694 2263 7049 7049 18750 18750 57257 57257 39767 8923 30844 8106 218 7639 249 283764 14937 16967 251860 93493 37953 39645 15895 67800 999 1919 64882 54759 23481 21454 9824 19127 19127 136011 53588 59845 22578 24686 10039 10455 4192 BOOKKEEPING 34131 18226 8635 7270 INTERNSHIP EXPENSE 30211 30211 BANK FEES 27984 10865 12342 4777 TELEPHONE 12421 4844 5503 2074 3957 1345 1526 1086 2074421 1040816 452444 581161 67283 228332 15366 15369 160435 110708 26548 46178 20543 23687 4369779 1985743 2331905 2384036 9517154 10385690 171011 171043 12310245 13365043 27959 37377 604820 670797 632779 708174 X 3596348 3499031 8081118 9157838 11677466 12656869 12310245 13365043 56495 922908 0 X X 0 1 X 1 0 X 1216069 1603685 3086420 1933116 2262219 10101509 1216069 1603685 3086420 1933116 2262219 10101509 1418597 8682912 233114 243485 311762 526843 372854 1688058 1803 1842 152 1337 934 6068 11795635 60236 0.73610 0.74860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 129632 X X 0 0 10000 10000 1 X 9517154 294116 732877 101200 57257 10385690 9097105 1991275 -1250002 295320 25904 9517154 7147424 396467 2008482 399774 55494 9097105 6998265 566685 107768 494087 31207 7147424 6824009 48454 409023 252872 30349 6998265 0 0 594161 594161 3360130 1637127 1723003 415488 348616 66872 2384036 ACCRUED VACATIONS 38133 ANNUITY OBLIGATIONS 309215 ACCRUED INTEREST PAYABLE 719 PAYABLE TO KAPPA ALPHA ORDER 322730 670797 3013030 922908 35590 958498 2054532 57257 19127 76384 2130916 2033627 35590 35590 1998037 57257 19127 76384 2074421 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 35,590. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE CHARITABLE GIFT ANNUITY 19,127. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 35,590. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES 19,127. BID FOR BROTHERHOOD AUCTION 112533 112533 35590 112533 112533 35590 35590 76943 1 KAPPA ALPHA ORDER 115 LIBERTY HALL ROAD P O BOX 1865 LEXINGTON VA 24450 580310956 501(C)(7) 250000 0 EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. 124 104950 MULBERRY HILL SCHOLARSHIPS 2 17525 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 PRESIDENT 167762 147238 27261 23925 0 0 0 22500 0 0 195023 193663 0 0 PART I, LINE 4B LARRY S WIESE X 3 6596 DONOR'S ASSESSMENT X 7 43309 MARKET VALUE X PREPAID EXPENSES 5 5279 CURRENT PRICE X SUPPLIES 1 50 CURRENT BUSINESS VAL 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 0 0 0 KAPPA ALPHA ORDER B 250000 KAPPA ALPHA ORDER D 22764 KAPPA ALPHA ORDER E 322730 KAPPA ALPHA ORDER J 90000 KAPPA APLHA ORDER N 260430 KAPPA ALPHA ORDER O 269361 KAPPA ALPHA ORDER P 48747 KAPPA ALPHA ORDER M 3382 KAPPA ALPHA ORDER L 28684