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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 65-0640428

KAPPA UPSILON CHARITABLE FOUNDATION INC

Tax-exempt (reinstated) · WEST PALM BCH, FL 33402

Financials

$17K$12K2022
Revenue Expenses · by fiscal year end
Financials of KAPPA UPSILON CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2023990-EZ$17,222$12,012$5,210$58,927$0$58,927
Financial details: 990-EZ for the year ended October 31, 2023

Revenue

Contributions, gifts and grants
$12,250
Net income from fundraising events
$4,972

Expenses

Grants and similar amounts paid
$10,700
Compensation of officers, directors and key employees
$0
Other expenses
$1,312
Program services (functional)
$10,700

Balance sheet and other

Total assets, start of year
$53,717
Total assets, end of year
$58,927
Total liabilities, end of year
$0
Net assets, end of year
$58,927
Cash, savings and investments
$58,927
Gross receipts
$60,440

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-EZ for the year ended October 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
THOMAS MONTGOMERYPRESIDENT4$0
MITCHELL DASHER IIDIRECTOR3$0
TOMMY DIXONDIRECTOR1$0
JOHN JENKINSTREASURERDIRECTOR3$0
CLARENCE D WILLIAMS IIIVICE PRESIDENT1$0
ANTONIO L SMITHDIRECTOR1$0
EDWARD SHELTONSECRETARYDIRECTOR2$0
EDWIN FERGUSONDIRECTOR1$0
JOE BAKERDIRECTOR2$0

Address and contacts

Address (IRS master file)
PO BOX 2854, WEST PALM BCH, FL 33402-2854
In care of
% JAMES B JEFFERSON
Mailing address (990-N for 2020)
P O Box 2854, West Palm Beach FL 33402
Principal officer (990-N for 2020)
Mitchell Dasher II, P O Box 2854, West Palm Beach FL 33402
Signed the 990-EZ
THOMAS MONTGOMERY, PRESIDENT
Return prepared by
WARD AND COMPANY PA

Mission

SEE SCHEDULE O

990-EZ for the year ended October 31, 2023

Program accomplishments

  • THE ORGANIZATION AWARDED 12 SCHOLARSHIPS DURING THIS YEAR TO STUDENTS IN PALM BEACH COUNTY, FLORIDA TO PURSUE HIGHER EDUCATION.
    Expenses $10,700

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026Not on file
2023October 31, 2024March 17, 2025Not on file
2022October 31, 2023March 15, 2024990-EZ on file

File the 2024 990-EZ for KAPPA UPSILON CHARITABLE FOUNDATION INC

Due March 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
65-0640428
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2013
Accounting year ends
October
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$58,927
Income (IRS master file)
$60,440

Revocation and reinstatement

Exemption revoked
May 15, 2010
Posted by the IRS
June 9, 2011
Reinstated
Effective March 15, 2012

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZOctober 2023$17,222$12,012$58,927IRS
990-N for 2020
Officer: Mitchell Dasher II
October 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: Mitch Dasher II
October 31, 2019≤ $50,000 receipts––e-Postcard
990-N for 2017
Officer: Mitchell Dasher II
October 31, 2018≤ $50,000 receipts––e-Postcard

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 65-0640428).

Questions about KAPPA UPSILON CHARITABLE FOUNDATION INC

What is the EIN of KAPPA UPSILON CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of KAPPA UPSILON CHARITABLE FOUNDATION INC is 65-0640428.
Is KAPPA UPSILON CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective March 15, 2012.
Are donations to KAPPA UPSILON CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KAPPA UPSILON CHARITABLE FOUNDATION INC 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 UPSILON CHARITABLE FOUNDATION INC due?
The return for tax year 2024 (the year ending October 31, 2025) is due March 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAPPA UPSILON CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended October 2023.
Who is the principal officer of KAPPA UPSILON CHARITABLE FOUNDATION INC?
The 990-N for 2020 names Mitchell Dasher II.
Who are the officers and directors of KAPPA UPSILON CHARITABLE FOUNDATION INC?
The 990-EZ for the year ended October 31, 2023 lists 9 people; 0 received compensation from the organization.
How much revenue does KAPPA UPSILON CHARITABLE FOUNDATION INC have?
On its 990-EZ for the year ended October 31, 2023 it reported revenue of $17,222, expenses of $12,012 and total assets of $58,927 at year end.

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