2026-04-08T21:33:12-05:00 2025-05-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2024-06-01 510166412 TKE FOUNDATION INC TKEF 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 BRETT A WIDNER CFO 3178726533 2026-04-07 1 1 CASSE TATE P01271193 3175802000 2026-04-07 2024 2025-03-06 01:10:19Z BRETT A WIDNER 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 2882315 0 X WWW.TKE.ORG X 1962 IN TO ESTABLISH AND SUPPORT SCHOLARSHIPS AND LEADERSHIP TRAINING PROGRAMS WHICH PROMOTE ACADEMIC ACHIEVEMENT AND STRENGTHEN MORAL, SOCIAL AND COMMUNITY VALUES. 19 19 0 40 0 0 1692998 1689852 0 0 296462 476296 -28729 0 1960731 2166148 853547 984771 0 0 462338 457871 0 0 143582 444227 482380 1760112 1925022 200619 241126 11104263 11937752 109077 136338 10995186 11801414 TO ESTABLISH AND SUPPORT SCHOLARSHIPS AND LEADERSHIP TRAINING PROGRAMS WHICH PROMOTE ACADEMIC ACHIEVEMENT AND STRENGTHEN MORAL, SOCIAL AND COMMUNITY VALUES. 0 0 458512 ALUMNI DEVELOPMENT - PROMOTING ALUMNI COMMUNICATIONS AND CREATING RELATIONSHIPS DESIGNED TO ENLIST ALUMNI VOLUNTEER COMMITMENTS TO FOSTER MEMBER EDUCATION ENDEAVORS. 1018969 984771 UNDERGRADUATE PROGRAMS - DEVELOP AND PROVIDE EDUCATIONAL, LEADERSHIP DEVELOPMENT, AND SCHOLASTIC PROGRAMMING FOR COLLEGIATE MEMBERS THROUGH THE SPONSORSHIP OF TKE EDUCATIONAL PROGRAMMING.UNDERGRADUATE PROGRAMS INCLUDE THE LEADERSHIP ACADEMY, A LEADERSHIP TRAINING PROGRAM FOR COLLEGIATE MEMBERS OF TKE. IT IS DESIGNED TO DEVELOP LEADERSHIP SKILLS, TO PROVIDE OPPORTUNITIES TO INTERACT WITH LEADERS OF OTHER TKE CHAPTERS, AND TO EXPLORE FRATERNAL AND SOCIETAL ISSUES. 1477481 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IN PA AK AL AR CA CO CT FL GA HI KS KY ME MD MA MI MN MS NV NJ NM NY NC ND OH PA RI SC TN UT VA WA WV WI X BRETT WIDNER 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 X DAVID L BOHLINE CHAIRMAN 1.00 X X 0 0 0 CHRISTIAN B SILGE VICE-CHAIRMAN 1.00 X X 0 0 0 RICHARD PISANO JR VICE-CHAIRMAN 1.00 X X 0 0 0 DANIEL PELLETIER VICE-CHAIRMAN 1.00 X X 0 0 0 MICHAEL MCEVILLY GRAND PRYTANIS 1.00 X X 0 0 0 PAUL ASPINWALL BOARD MEMBER 1.00 X 0 0 0 J D DAVIS BOARD MEMBER 1.00 X 0 0 0 ARTHUR DUFFY BOARD MEMBER 1.00 X 0 0 0 MARK K JOHNSON BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER HANSON BOARD MEMBER 1.00 X 0 0 0 MIKE LENGACHER BOARD MEMBER 1.00 X 0 0 0 RODNEY TALBOT BOARD MEMBER 1.00 X 0 0 0 JAMES HICKEY BOARD MEMBER 1.00 X 0 0 0 MICHAEL R UTZ BOARD MEMBER 1.00 X 0 0 0 JAMES E CROCKARD III CHAIRMAN EMERITUS 1.00 X 0 0 0 RICHARD C ERNEST CHAIRMAN EMERITUS 1.00 X 0 0 0 ELMER R SMITH CHAIRMAN EMERITUS 1.00 X 0 0 0 GREGORY P WOODSON CHAIRMAN EMERITUS 1.00 X 0 0 0 DONALD TAPIA MEMBER EMERITUS 1.00 X 0 0 0 DONALD ALDRICH CEO 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1689852 294476 1689852 279458 279458 913005 716167 196838 196838 196838 2166148 0 0 476296 862367 862367 122404 122404 457871 264320 140690 52861 1318 1318 24400 24400 30000 30000 115094 69056 34528 11510 110865 55970 10925 43970 33448 16724 8362 8362 18000 7380 5688 4932 69687 52265 6969 10453 56874 22750 28437 5687 1847 757 584 506 8507 3488 2688 2331 REPAIRS AND MAINTENANCE 10189 9170 1019 DUES AND FEES 2001 200 1801 HONORARIUMS AND GIFTS 150 150 1925022 1477481 303959 143582 27694 144566 869761 892361 1267247 1194558 60950 60311 186611 185295 3163 1316 8443596 9033803 431852 610837 11104263 11937752 1330 27307 107747 109031 109077 136338 X -463771 -518782 11458957 12320196 10995186 11801414 11104263 11937752 X 241126 550688 14414 X X 0 1 X 1 0 X 1433391 1899141 1526190 1692998 1689852 8241572 1433391 1899141 1526190 1692998 1689852 8241572 983562 7258010 164307 205318 217449 261050 279458 1127582 24000 7500 31500 9400654 0.77210 0.69700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4662894 46027 355431 126307 4938045 3964169 218601 483488 3364 4662894 4024034 72395 -18789 113471 3964169 4246355 112972 -220800 114493 4024034 3562900 46421 639050 2016 4246355 0.00000 1.00000 0.00000 1 0 67025 65709 1316 119586 119586 0 1316 CASH VALUE LIFE INSURANCE POLICY 208733 DUE FROM 1899 PROPERTIES 43526 BENEFICIAL INTEREST IN PERPETUAL TRUST 108999 RIGHT OF USE ASSET 92708 PRECIOUS METALS 156871 610837 LEASE PAYABLE 92708 DUE TO TAU KAPPA EPSILON FRATERNITY INC. 16323 109031 X 2701250 550688 14414 565102 2136148 30000 30000 2166148 1895022 0 1895022 30000 30000 1925022 PART V, LINE 4: THE FOUNDATION'S BOARD OF DIRECTORS DETERMINES ANNUALLY THE AMOUNT OF AWARDS TO APPROPRIATE FOR DISTRIBUTION FROM ENDOWMENT FUNDS. THESE AMOUNTS ARE BASED UPON A PERCENTAGE OF THE ENDOWMENT FUNDS' FAIR VALUES AT THE FISCAL YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENTS TO GROW OVER TIME. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. THE FOUNDATION'S BOARD OF DIRECTORS MAY ALSO ELECT TO MAKE NO DISTRIBUTION IN ANY GIVEN YEAR. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEARS ENDED MAY 31, 2025 AND 2024. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED MAY 31, 2022. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITION WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN MATERIAL CHANGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV LIFE INSURANCE AND PERPETUAL TRUST ASSET BALANCES 14,414. 1 TAU KAPPA EPSILON FRATERNITY 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 300174261 501(C)(7) 554000 0 EDUCATIONAL GRANTS 0 1 SCHOLARSHIPS 132 122404 PART I, LINE 2: GRANT APPLICANTS PREPARE AND SUBMIT TO THE FOUNDATION A GRANT APPLICATION FORM DISCLOSING THE INTENDED USES AND PURPOSES OF A GRANT. THE FOUNDATION REVIEWS AND APPROVES GRANTS BASED UPON THE INFORMATION CONTAINED IN 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 ACCESS TO INFORMATION RELAVENT TO ITS USE OF THE GRANT PROCEEDS; 4) PROVIDES FOR THE RETURN OF GRANT FUNDS IF SUCH FUNDS ARE NOT USED IN THE MANNER SPECIFIED IN THE GRANT AGREEMENT. X 7 146475 X PRECIOUS METALS 1 102926 COST X TRAVEL/CONFERENCES 8 45075 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED AND APPROVED BY THE TREASURER AND HIGH-RANKING MEMBERS OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST STATEMENT. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS. BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CHIEF ADVANCEMENT OFFICER'S SALARY, WHICH IS GENERALLY BASED UPON THE SALARY LEVEL OF EXECUTIVES IN SIMILAR ORGANIZATIONS WITH COMMENSURATE EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CSV LIFE INSURANCE AND PERPETUAL TRUST ASSET BALANCES 14,414. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE FROM PRIOR YEAR IN OVERSIGHT OF AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990 PART IX: TAU KAPPA EPSILON FRATERNITY INC. ADMINISTERS THE PAYROLL OF TKE FOUNDATION INC. THE FOUNDATION REIMBURSES THE FRATERNITY FOR ITS ALLOCABLE SHARE OF THE COSTS. 1899 PROPERTIES INC 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 462219394 TITLE HOLDING CORPORATION IN 501(C)(2) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1899 PROPERTIES INC D 1238084 COST