2024-11-06T13:24:36-06:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2023-07-01 366066531 KAPPA ALPHA THETA FOUNDATION KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 KELLEY HURST EXECUTIVE DIRECTOR 3178761870 2024-11-05 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2023 2024-10-15 13:58:12Z TARA CONDON 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 14718943 0 X WWW.KAPPAALPHATHETAFOUNDATION.ORG X 1960 IN TO STRENGTHEN AND EMPOWER MEMBERS THROUGH PHILANTHROPY AND EDUCATION. 9 9 0 288 0 0 2975985 3567290 0 0 1186117 2094021 0 0 4162102 5661311 1675141 3447386 0 0 796003 915250 0 0 627734 389936 411920 2861080 4774556 1301022 886755 42187004 44102369 346943 358209 41840061 43744160 X KAPPA ALPHA THETA FOUNDATION SECURES AND MANAGES RESOURCES FOR THE EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC PROGRAMS OF THE FRATERNITY AND FOR THE SCHOLASTIC, PROFESSIONAL, AND SERVICE PURSUITS OF ITS MEMBERS TO HELP THEM REACH THEIR FULLEST POTENTIAL AND MAKE A DIFFERENCE IN THE WORLD. 0 0 1956283 1854264 GRANTS TO INDIVIDUALS OR ORGANIZATIONS FOR EDUCATIONAL AND LEADERSHIP TRAINING PROGRAMS. 886021 839815 SCHOLARSHIPS TO KAPPA ALPHA THETA FRATERNITY ALUMNAE AND COLLEGIANS. 794753 753307 PHILANTHROPIC GRANTS TO ORGANIZATIONS SUPPORTING THOSE WITH SPECIAL NEEDS. 3637057 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 7 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL IN AK AR CA CT FL GA HI KS KY LA ME MD MA MI MN MS NJ NH NM NC ND OH OK OR PA RI SC TN UT VA DC WA WV WI NY AZ X X DONNA HEINEKAMP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ SECRETARY 1.00 X X 0 1759 723 AMY HAMILTON TRUSTEE 1.50 X 0 0 0 KIM LOONEY TRUSTEE 3.00 X 0 0 0 KAREN LEDBETTER TRUSTEE 2.00 X 0 0 0 RACHEL COULTER OCAMPO TRUSTEE 0.00 X 0 0 0 ERICA D'ANGELO OCHS TRUSTEE 0.00 X 0 0 0 CYNTHEA YESTAL TRUSTEE 1.00 X 0 0 0 TARA CONDON PRESIDENT 8.00 X X 0 0 0 NANCY FRICK VICE PRESIDENT 8.00 X X 0 0 0 LISA YOUNGERS TREASURER 3.00 X X 0 0 0 KELLEY HURST EXECUTIVE DIRECTOR 35.00 X 0 164787 31442 0 166546 32165 1 0 1 0 0 3567290 14567 3567290 936725 936725 10214928 9057632 1157296 1157296 1157296 5661311 0 0 2094021 2552547 2552547 875364 875364 19475 19475 198789 23407 102821 72561 538472 108010 130073 300389 39208 3734 14169 21305 83709 17614 16176 49919 55072 10705 16428 27939 13321 12544 106 671 25500 25500 67705 67705 34696 34696 512 512 2606 449 2104 53 23588 7490 531 15567 85198 85198 16413 1518 12157 2738 17011 17011 1150 1150 MISCELLANEOUS 26449 10988 15461 DIRECT MAIL 22571 22571 DEVELOPMENT & TRAINING 12845 138 3960 8747 AWARDS AND RECOGNITION 11156 11156 51199 3550 3688 43961 4774556 3637057 509765 627734 466605 236488 607163 371079 130636 184378 33052 36438 69376 62315 17472 7061 29916552 31583388 9343263 11041339 1672261 642198 42187004 44102369 188663 211639 157075 145926 1205 644 346943 358209 X 15935641 18509525 25904420 25234635 41840061 43744160 42187004 44102369 X 886755 2074185 -1056841 X X 0 1 X 1 0 X 1699898 1603604 1730147 2975985 3567290 11576924 1699898 1603604 1730147 2975985 3567290 11576924 1206893 10370031 965105 766237 1504974 873081 936725 5046122 16623046 0.62380 0.62640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 36491607 1689313 3328602 1023921 -44450 40530051 35106291 694280 2174279 1456387 26856 36491607 40714589 987693 -5533402 1062589 35106291 32472479 887140 8283710 910234 18506 40714589 33358132 605203 -503448 1000787 -13379 32472479 0.40266 0.44410 0.15324 0 0 69376 62315 7061 7061 HEDGE FUNDS 6121563 F MORTGAGE-BACKED SECURITIES 1874596 F CORPORATE BONDS 3045180 F 11041339 ANNUITY OBLIGATIONS 644 644 X 6610950 2074185 2074185 4536765 67705 1056841 1124546 5661311 4706851 0 4706851 67705 67705 4774556 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND GRANTS, SCHOLARSHIPS AND OPERATING EXPENSES. PART X, LINE 2: THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ANNUITIES 140. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,056,701. 1 0 0 0 0 0 0 0 0 0 SCHOLARSHIPS AND EDUCATIONAL GRANTS NORTH AMERICA 8 19475 CHECK 0 0 1 1 0 0 PART I, LINE 2: THE FOUNDATION PROVIDES MERIT-BASED UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND GRANTS TO INDIVIDUALS. APPLICANTS COMPLETE AN APPLICATION PROCESS AND PROVIDE TRANSCRIPTS. 1 KAPPA ALPHA THETA FRATERNITY 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 361305568 501(C)(7) 518983 0 EDUCATIONAL GRANT NATIONAL CASA ASSOCIATION 100 W HARRISON ST NORTH TOWER STE 500 SEATTLE WA 98119 911255818 501(C)(3) 91928 0 CHARITABLE GRANT HEARTSPRINGS 8700 EAST 29TH STREET NORTH WICHITA KS 67226 480561969 501(C)(3) 13125 0 CHARITABLE GRANT KAPPA ALPHA THETA FRATNERITY HOUSING CORPORATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 261430902 501(C)(7) 1252907 0 CHARITABLE GRANT CAPITOL AREA CASA ASSOCIATION 848 LOUISIANA AVENUE BATON ROUGE LA 70802 721197395 501(C)(3) 6402 0 CHARITABLE GRANT CASA OF COOK COUNTY 1100 SOUTH HAMILTON AVENUE 8W CHICAGO IL 60612 364461307 501(C)(3) 9830 0 CHARITABLE GRANT CASA OF PIMA COUNTY 5049 E BROADWAY BLVD SUITE 159 TUCSON AZ 85711 830410169 501(C)(3) 20646 0 CHARITABLE GRANT DOUGLAS COUNTY CASA ASSOCIATION 1009 NEW HAMPSHIRE STREET SUITES A B LAWRENCE KS 66044 481104657 501(C)(3) 19588 0 CHARITABLE GRANT FOR THE CHILD - LONG BEACH 4001 LONG BEACH BLVD LONG BEACH CA 90807 953601230 501(C)(3) 13357 0 CHARITABLE GRANT HEART OF MISSOURI CASA 105 E ASH STREET 102 COLUMBIA MO 65203 202408567 501(C)(3) 16237 0 CHARITABLE GRANT KIDS' VOICE OF INDIANA 127 E MICHIGAN STREET INDIANAPOLIS IN 46204 351656579 501(C)(3) 9218 0 CHARITABLE GRANT NRV CASA 201 W MAIN STREET SUITE B1 CHRISTIANBURG VA 24073 541773419 501(C)(3) 11416 0 CHARITABLE GRANT PROKIDS CASA VOLUNTEERS FOR FOSTER KIDS IN CINCINNATI 2605 BURNET AVENUE CINCINNATI OH 45219 311020021 501(C)(3) 7718 0 CHARITABLE GRANT SOUTH CENTRAL CASA 2241 WEST LINDSEY STREET SUITE 500 NORMAN OK 73069 731231247 501(C)(3) 13162 0 CHARITABLE GRANT SUNFLOWER CHILDREN'S COLLECTIVE INC 323 POYNTZ SUITE 101 MANHATTAN KS 66502 481061447 501(C)(3) 14276 0 CHARITABLE GRANT TIPPECANOE COUNTY CASA 301 MAIN STREET 5TH FLOOR LAFAYETTE IN 47901 273973281 501(C)(3) 8276 0 CHARITABLE GRANT VOICES FOR CASA CHILDREN INC 4300 N MILLER ROAD SUITE 116 SCOTTSDALE AZ 85251 453359395 501(C)(3) 7922 0 CHARITABLE GRANT FOUNDATION FOR FRATERNAL EXCELLENCE 865 W CARMEL DRIVE STE 116 CARMEL IN 46032 351873572 501(C)(3) 26000 0 CHARITABLE GRANT ALABAMA CASA NETWORK INC PO BOX 2524 OPELIKA AL 36803 721374587 501(C)(3) 11374 0 CHARITABLE GRANT ATLANTA CASA 395 PRYOR ST SW 4116 ATLANTA GA 30312 582330915 501(C)(3) 5624 0 CHARITABLE GRANT BLUE RIDGE CASA 119 W FREDERIK STREET STAUNTON VA 24401 541721227 501(C)(3) 16314 0 CHARITABLE GRANT CALIFORNIA CASA 3525 DEL MAR HEIGHTS RD 243 SAN DIEGO CA 92130 680163010 501(C)(3) 17756 0 CHARITABLE GRANT CASA FOR LANCASTER COUNTY 1141 H STREET SUITE C LINCOLN NE 68508 470833799 501(C)(3) 7130 0 CHARITABLE GRANT CASA OF TARRANT COUNTY 101 SUMMIT AVE SUITE 505 FORT WORTH TX 76102 751895412 501(C)(3) 42000 0 CHARITABLE GRANT CASA OF THE SOUTH PLAINS 4601 S LOOP 289 SUITE 25 LUBBOCK TX 79424 752482631 501(C)(3) 17038 0 CHARITABLE GRANT CASA OF TRAVIS COUNTY 7600 CHEVY CHASE DR 200 AUSTIN TX 78752 742369123 501(C)(3) 12661 0 CHARITABLE GRANT CASA ORANGE COUNTY 765 THE CITY DRIVE SOUTH SUITE 300 ORANGE CA 92868 330069334 501(C)(3) 11721 0 CHARITABLE GRANT CASA VOICES FOR CHILDREN 129 NW 4TH STREET CORVALLIS OR 97330 943265415 501(C)(3) 13953 0 CHARITABLE GRANT CHAMPAIGN COUNTY CASA 301 S VINE STREET URBANA IL 61801 371325204 501(C)(3) 7639 0 CHARITABLE GRANT CHILDREN FIRST INC 693 NORTH POPE STREET ATHENS GA 30601 582100852 501(C)(3) 10109 0 CHARITABLE GRANT COLONIAL CASA 3917A-2 MIDLANDS ROAD WILLIAMSBURG VA 23188 541751706 501(C)(3) 7900 0 CHARITABLE GRANT CONNECTICUT CASA 157 CHURCH STREET 19TH FLOOR NEW HAVEN CT 06510 823686568 501(C)(3) 16973 0 CHARITABLE GRANT FLORIDA GUARDIAN AD LITEM FOUNDATION 111 W MADISON STREET TALLAHASSEE FL 32301 450501348 501(C)(3) 5507 0 CHARITABLE GRANT FRIENDS OF WAKE GUARDIANS AD LITEM PO BOX 4941 CARY NC 27519 581930264 501(C)(3) 8199 0 CHARITABLE GRANT GUARDIAN FOUNDATION INC 3919 W NEWBERRY ROAD SUITE 3 GAINESVILLE FL 32607 592931440 501(C)(3) 33698 0 CHARITABLE GRANT ONONDAGA CASA 603 COURT STREET SYRACUSE NY 13208 150532247 501(C)(3) 8474 0 CHARITABLE GRANT PARACHUTE SPECIAL ADVOCATES FOR CHILDREN OF BUTLER COUNTY 284 N FAIR STREET HAMILTON OH 45011 311230170 501(C)(3) 17377 0 CHARITABLE GRANT PIEDMONT CASA 818 EAST HIGH STREET CHARLOTTESVILLE VA 22902 541704064 501(C)(3) 6106 0 CHARITABLE GRANT PS I LOVE YOU MINISTRIES 135 METRO DRIVE SPARTANBURG SC 29303 453777027 501(C)(3) 20383 0 CHARITABLE GRANT SCOTTY'S HOUSE 2424 KENT STREET BRYAN TX 77802 742650616 501(C)(3) 34981 0 CHARITABLE GRANT SEMINOLE COUNTY FRIENDS OF ABUSED CHILDREN PO BOX 161351 ALTAMONTE SPRINGS FL 32716 593044327 501(C)(3) 10730 0 CHARITABLE GRANT SOUTHEAST CASA PROGRAM 327 BROADWAY AVE 11 YANKTON SD 57078 275055055 501(C)(3) 8231 0 CHARITABLE GRANT TENNESSEE COURT APPOINTED SPECIAL ADVOCATE ASSOC 745 SOUTH CHURCH STREET SUITE 401 MURFREESBORO TN 37130 581913593 501(C)(3) 10382 0 CHARITABLE GRANT WASHOE COUNTY CASA 75 COURT STREET SUITE 214A RENO NV 89501 942991444 501(C)(3) 7932 0 CHARITABLE GRANT 42 2 SCHOLARSHIPS 393 820740 EDUCATIONAL GRANTS 41 54624 PART I, LINE 2: THE FOUNDATION PROVIDES MERIT-BASED AND NEED-BASED UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND GRANTS TO INVIDIDUALS AND CHAPTER. APPLICANTS COMPLETE AN APPLICATION AND PROVIDE TRANSCRIPTS, AND ARE SUBJECT TO ACADEMIC PROGRESS REPORTS, IF APPLICABLE. THE FOUNDATION PROVIDES GRANT FUNDING FOR EDUCATIONAL AND LEADERSHIP PROGRAMS TO KAPPA ALPHA THETA FRATERNITY. THE FRATERNITY MUST PROVIDE AN APPLICATION AND PROVIDE VERIFICATION OF EXPENSES, IF REQUESTED. 0 0 0 0 0 0 0 0 0 KELLEY HURST EXECUTIVE DIRECTOR 0 164787 0 0 0 0 0 19981 0 11461 0 196229 0 0 FORM 990, PART V, LINE 2A KAPPA ALPHA THETA FOUNDATION AND KAPPA ALPHA THETA FRATERNITY REPORT ALL PAYROLL USING A COMMON PAYMASTER ARRANGEMENT. ALL PAYROLL IS REPORTED UNDER A SINGLE PAYROLL ACCOUNT, THE FRATERNITY'S, AND ALL QUARTERLY AND ANNUAL PAYROLL FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE STATE OF INDIANA ARE REPORTED UNDER THE FRATERNITY'S NAME. THE FOUNDATION REIMBURSES THE FRATERNITY FOR THE ACTUAL COST OF THESE INDIVIDUAL'S COMPENSATION, INCLUDING BENEFITS AND PAYROLL TAXES. THESE PAYROLL AND RELATED COSTS ARE RECORDED AS EXPENSES ON PART IX, LINES 5 THRU 10, AND THE FRATERNITY TREATS THESE REIMBURSEMENTS AS EXPENSE REDUCTION. THE TOTAL COST OF THIS REIMBURSEMENT WAS $915,250 FOR THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S BOARD OF TRUSTEES RECEIVES AND REVIEWS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S BOARD OF TRUSTEES ANNUALLY REVIEWS CONFLICT OF INTEREST DISCLOSURES AND ADDRESSES ISSUES ON A CASE-BY-CASE BASIS, IF APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD CONDUCTS AND EVALUATES PERFORMANCE REVIEWS OF THE EXECUTIVE DIRECTOR. THE COMMITTEE RESEARCHES AND OBTAINS COMPARABILITY DATA REGARDING COMPENSATION OF EXECUTIVE DIRECTORS OF SIMILAR SIZED ORGANIZATIONS IN THE INDIANAPOLIS REGION. THE COMMITTEE DELIBERATES AND DECIDES ALL COMPENSATION MATTERS. WRITTEN MINUTES ARE KEPT OF SUCH DELIBERATIONS. DECISIONS OF THE COMMITTEE ARE SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES IRS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING AND OTHER DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -1,056,701. CHANGE IN VALUE OF ANNUITIES -140. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSEEING THE ANNUAL AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.