2025-01-28T15:56:19-06:00 2024-06-30 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990 2023-07-01 751783690 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION KAPP 5404631865 PO BOX 1865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 LARRY S WIESE PRESIDENT 5404637121 2025-01-28 1 1 LUCAS C PENIX P01792749 5404637121 2023 2025-03-06 01:10:19Z LARRY S WIESE 115 LIBERTY HALL ROAD LEXINGTON VA 24450 8648968 0 X WWW.KAOEF.ORG X 1982 TX EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER 21 21 0 0 0 0 2149686 2039002 3382 0 -190029 380190 167877 154516 2130916 2573708 460075 536943 0 0 684296 706842 0 0 666323 930050 1076872 2074421 2320657 56495 253051 13365043 14511321 708174 475351 12656869 14035970 X THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. 0 0 285000 285000 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. 158790 123425 SCHOLARSHIP AWARDS FOR 143 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2024. 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. 16897 16897 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. 39497 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. 12488 SERVICES TO KAPPA ALPHA ORDER 683456 111621 SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC, DISASTER RELIEF, AND HAZING PREVENTION INITIATIVES 735441 111621 1196128 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 17 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 DAN H AKIN 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 ROBERT W HAGAN TRUSTEE 0.00 X 0 0 0 ROCK N HOUSTOUN TRUSTEE 0.00 X 0 0 0 MICHAEL V PAULIN TRUSTEE 0.00 X 0 0 0 LARRY S WIESE PRESIDENT 20.00 X 225125 152566 23000 225125 152566 23000 1 0 1 0 0 2039002 27904 2039002 268211 268211 90000 0 90000 90000 90000 6111599 5999620 111979 111979 111979 139159 75640 63519 63519 LIFE INSURANCE GAINS 900099 997 997 997 2573708 0 0 534706 396621 396621 140322 140322 225125 128546 48402 48177 402684 232984 85023 84677 19824 11498 4163 4163 30086 17450 6318 6318 29123 16891 6116 6116 9234 5356 1939 1939 7202 7202 19500 19500 73046 73046 41680 7975 33705 33632 454 9167 24011 339932 18217 19531 302184 93022 38847 38638 15537 65299 3380 3116 58803 75857 34898 27066 13893 19127 19127 145175 59667 61554 23954 28062 12042 11254 4766 INTERNSHIP EXPENSE 39497 39497 BOOKKEEPING 35520 20282 7637 7601 BANK FEES 27336 10981 11774 4581 TELEPHONE 14726 5920 6347 2459 9025 2275 2438 4312 2320657 1196128 458206 666323 228332 188638 15369 15371 110708 61077 69865 50546 4369779 2130918 2384036 2238861 10385690 11741522 171043 215306 13365043 14511321 37377 12195 670797 463156 708174 475351 X 3499031 3252482 9157838 10783488 12656869 14035970 13365043 14511321 253051 1126050 0 X X 0 1 X 1 0 X 1603685 3086420 1933116 2262219 2178162 11063602 1603685 3086420 1933116 2262219 2178162 11063602 1331689 9731913 243485 311762 526843 372854 358211 1813155 1842 152 1337 934 997 5262 12882019 31341 0.75550 0.73610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 150039 X X 0 0 10000 10000 1 X 10385690 208148 1506237 285507 73046 11741522 9517154 294116 732877 101200 57257 10385690 9097105 1991275 -1250002 295320 25904 9517154 7147424 396467 2008482 399774 55494 9097105 6998265 566685 107768 494087 31207 7147424 0 0 594161 594161 3360130 1769912 1590218 415488 361006 54482 2238861 ACCRUED VACATIONS 34780 ANNUITY OBLIGATIONS 277800 ACCRUED INTEREST PAYABLE 719 PAYABLE TO KAPPA ALPHA ORDER 149857 463156 3683225 1126050 75640 1201690 2481535 73046 19127 92173 2573708 2304124 75640 75640 2228484 73046 19127 92173 2320657 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 75,640. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE CHARITABLE GIFT ANNUITY 19,127. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 75,640. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES 19,127. BID FOR BROTHERHOOD AUCTION 139159 139159 75640 139159 139159 75640 75640 63519 1 KAPPA ALPHA ORDER 115 LIBERTY HALL ROAD P O BOX 1865 LEXINGTON VA 24450 580310956 501(C)(7) 285000 0 EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. 124 123425 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 194314 131686 30811 20880 0 0 13709 9291 0 0 238834 161857 0 0 PART I, LINE 4B LARRY S WIESE X 24 20407 DONOR'S ASSESSMENT X 12 49277 MARKET VALUE X PREPAID EXPENSES 5 18134 CURRENT PRICE X SUPPLIES 1 245 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 0 1 1 1 0 0 0 KAPPA ALPHA ORDER B 285000 KAPPA ALPHA ORDER D 45623 KAPPA ALPHA ORDER E 149857 KAPPA ALPHA ORDER J 90000 KAPPA APLHA ORDER N 136879 KAPPA ALPHA ORDER O 320887 KAPPA ALPHA ORDER P 52263 KAPPA ALPHA ORDER L 143678