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Nonprofit · EIN 36-6018518

KAPPA SIGMA ENDOWMENT FUND

Tax-exempt · CHARLOTTESVLE, VA 22902

Financials

$3.5M$1.6M2022$3.8M$1.6M2023$6.9M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of KAPPA SIGMA ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$6,873,498$1,524,172$5,349,326$22,840,198$15,186$22,825,012
May 31, 2024990$3,820,254$1,586,298$2,233,956$19,564,643$536$19,564,107
May 31, 2023990$3,452,650$1,638,913$1,813,737$16,339,173$153,341$16,185,832
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$3,716,633
Program service revenue
$0
Investment income
$3,109,602
Net gain from sales of assets
$2,671,335
Other revenue
$47,263

Expenses

Grants and similar amounts paid
$470,750
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$4,423
Accounting fees
$17,774
Occupancy
$127,516
Travel
$14,436
Depreciation
$202,109
Program services (functional)
$666,671
Management and general (functional)
$534,827
Fundraising (functional)
$322,674

Balance sheet and other

Total assets, start of year
$19,564,643
Total assets, end of year
$22,840,198
Total liabilities, end of year
$15,186
Net assets, end of year
$22,825,012
Land, buildings and equipment
$5,464,147
Publicly traded securities
$12,848,707
Net assets without donor restrictions
$9,692,368
Net assets with donor restrictions
$13,132,644
Gross receipts
$18,102,721
Employees
0
Volunteers
7
Year formed
1919
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS P BISHOPCHAIRMAN
Trustee or director, Officer
1$0
S CHRISTIAN NASCIMENTOVICE CHAIRMA
Trustee or director, Officer
1$0
DONAL L MCCLAMROCH JRTREASURER
Trustee or director, Officer
1$0
HUGH M ROBERTSECRETARY
Trustee or director, Officer
1$0
KEVIN S KAPLANTRUSTEE
Trustee or director
1$0
JEFFREY S MCKENZIETRUSTEE
Trustee or director
1$0
ADAM POETRUSTEE
Trustee or director
1$0
CHAD GEBHARDTEXEC VP & CA
Officer
10$0
990 for the year ended May 31, 2024: 8 people
NameTitleHours / weekCompensation
THOMAS P BISHOPCHAIRMAN
Trustee or director, Officer
1$0
S CHRISTIAN NASCIMENTOVICE CHAIRMA
Trustee or director, Officer
1$0
DONAL L MCCLAMROCH JRTREASURER
Trustee or director, Officer
1$0
HUGH M ROBERTSECRETARY
Trustee or director, Officer
1$0
KEVIN S KAPLANTRUSTEE
Trustee or director
1$0
JEFFREY S MCKENZIETRUSTEE
Trustee or director
1$0
BURT R TREMBLYTRUSTEE
Trustee or director
1$0
CHAD GEBHARDTEXEC VP & CA
Officer
10$0
990 for the year ended May 31, 2023: 8 people
NameTitleHours / weekCompensation
THOMAS P BISHOPCHAIRMAN
Trustee or director, Officer
1$0
DONAL L MCCLAMROCH JRTREASURER
Trustee or director, Officer
1$0
KEVIN S KAPLANTRUSTEE
Trustee or director
1$0
JEFFREY S MCKENZIETRUSTEE
Trustee or director
1$0
ADAM J MERILLATTRUSTEE
Trustee or director
1$0
S CHRISTIAN NASCIMENTOVICE CHAIRMA
Trustee or director, Officer
1$0
HUGH M ROBERTSECRETARY
Trustee or director, Officer
1$0
CHAD GEBHARDTCAO
Officer
10$0

Address and contacts

Address (IRS master file)
1610 SCOTTSVILLE RD, CHARLOTTESVLE, VA 22902-7108
In care of
% CENTRAL BANK OF DENVER TRUST DEPT
Principal officer (990 for 2024)
THOMAS P BISHOP
Signed the 990
CHAD GEBHARDT, EXEC VP & CAO
Phone
(434) 979-5733
Return prepared by
ROBINSON FARMER COX ASSOCIATES

Mission

KAPPA SIGMA ENDOWMENT FUND (THE ENDOWMENT FUND) IS A NONPROFIT ORGANIZATION FORMED TO PRODUCE MEANS AVAILABLE FOR BENEFICENT AND CHARITABLE PURPOSES OF KAPPA SIGMA FRATERNITY (THE FRATERNITY). THE ENDOWMENT FUND PROVIDES SCHOLARSHIPS AND OTHER QUALIFIED EDUCATIONAL PROGRAMS FOR THE FRATERNITY.

990 for the year ended May 31, 2025

Program accomplishments

  • STUDENT SCHOLARSHIPS AND GRANTS: SINCE 1948, THE SCHOLARSHIP-LEADERSHIP AWARDS PROGRAM HAS BEEN THE ENDOWMENT FUND'S HALLMARK PROGRAM. THE TOTAL AWARDED THROUGH THE PROGRAM TO OUTSTANDING KAPPA SIGMA STUDENT LEADERS IS MORE THAN 8.0 MILLION. THE ENDOWMENT FUND IS ONE OF THE PREEMINENT GREEK FOUNDATIONS IN ITS FINANCIAL SUPPORT TO UNDERGRADUATE MEMBERS. DURING FY25, THE ENDOWMENT FUND PROVIDED 72 MERIT-BASED SCHOLARSHIPS, ALONG WITH 25 SCHOLARSHIPS THAT WERE PROVIDED AS PART OF THE DR. JOHN W. RYAN LEADERSHIP CIRCLE. IN ADDITION, THE ENDOWMENT FUND ADMINISTERS AND PROVIDES SCHOLARSHIP AWARDS OUT OF CHAPTER DESIGNATED INVESTMENT ACCOUNTS. DURING FY25, THIS CHAPTER SCHOLARSHIP FUND AWARDED 596 MERIT-BASED SCHOLARSHIPS TO OUTSTANDING STUDENT-LEADERS. DURING FY25, THE ENDOWMENT FUND PROVIDED 7 GRANTS THROUGH THE MILITARY HEROES CAMPAIGN TO ORGANIZATIONS DEDICATED TO ASSISTING MILITARY VETERANS.
    Expenses $666,671 · grants $470,750

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
36-6018518
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1947
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,840,198
Income (IRS master file)
$18,102,721

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$6,873,498$1,524,172$22,840,198XML
990May 2024$3,820,254$1,586,298$19,564,643XML
990May 2023$3,452,650$1,638,913$16,339,173XML
990May 2022$3,653,643$1,605,880$17,499,104IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6018518).

Questions about KAPPA SIGMA ENDOWMENT FUND

What is the EIN of KAPPA SIGMA ENDOWMENT FUND?
The employer identification number (EIN) of KAPPA SIGMA ENDOWMENT FUND is 36-6018518.
Is KAPPA SIGMA ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to KAPPA SIGMA ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KAPPA SIGMA ENDOWMENT FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KAPPA SIGMA ENDOWMENT FUND due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAPPA SIGMA ENDOWMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of KAPPA SIGMA ENDOWMENT FUND?
The 990 for the year ended May 31, 2025 names THOMAS P BISHOP.
Who are the officers and directors of KAPPA SIGMA ENDOWMENT FUND?
The 990 for the year ended May 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does KAPPA SIGMA ENDOWMENT FUND have?
On its 990 for the year ended May 31, 2025 it reported revenue of $6,873,498, expenses of $1,524,172 and total assets of $22,840,198 at year end.

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