2024-11-08T14:38:09-06:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2023-01-01 460975567 PI KAPPA PHI FOUNDATION PIKA 7045040888 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 JAKE HENDERSON CEO 7045040888 2024-11-07 1 1 X EVAN ROSS P01786214 5403450936 2024-11-07 2023 2024-10-15 13:58:12Z X JAKE HENDERSON 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 1621404 0 X WWW.PIKAPP.ORG/FOUNDATIONHOME X 2012 NC TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PI KAPPA PHI FRATERNITY IN ORDER TO ASSIST ITS STUDENT MEMBERS IN ACHIEVING SUPERIOR RESULTS IN PERSONAL DEVELOPMENT, ACADEMICS, SERVICE AND LEADERSHIP. 23 23 7 0 0 0 1007703 1159294 2845 0 227154 462110 0 0 1237702 1621404 535762 466241 0 0 35550 425150 0 0 527254 773150 585315 1344462 1476706 -106760 144698 11975723 13434026 120709 72966 11855014 13361060 TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PI KAPPA PHI FRATERNITY IN ORDER TO ASSIST ITS STUDENT MEMBERS IN ACHIEVING SUPERIOR RESULTS IN PERSONAL DEVELOPMENT, ACADEMICS, SERVICE AND LEADERSHIP. 0 0 563186 342045 THE FOUNDATION SUPPORTS THE EDUCATIONAL PROGRAMS OF PI KAPPA PHI FRATERNITY THROUGH GRANTS. 124196 THE FOUNDATION AWARDS SCHOLARSHIPS ANNUALLY TO HELP STUDENT MEMBERS ACHIEVE ACADEMIC GOALS, DEVELOP LEADERSHIP SKILLS AND PROMOTE SERVICE TO THE COMMUNITY. 563186 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X JAKE HENDERSON 7045040888 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 ERNEST JOHNSON CHAIRMAN 0.00 X X 0 0 0 RICK BERK VICE CHAIRMAN 0.00 X X 0 0 0 DAVID SHOOK MEMBER 0.00 X X 0 0 0 STEVE DEPALMA MEMBER 0.00 X 0 0 0 DAVID MORGAN MEMBER 0.00 X 0 0 0 JEREMY GALVIN MEMBER 0.00 X 0 0 0 JAMES SMITH MEMBER 0.00 X 0 0 0 GABE GEHRET MEMBER 0.00 X 0 0 0 WALTER PICKENS MEMBER 0.00 X 0 0 0 GUNNER SCHALIN MEMBER 0.00 X 0 0 0 JACK MCDONALD MEMBER 0.00 X 0 0 0 JAMES HOUSE MEMBER 0.00 X 0 0 0 DAVE LERNER MEMBER 0.00 X 0 0 0 CHUCK BARNARD MEMBER 0.00 X 0 0 0 STUART HICKS MEMBER 0.00 X 0 0 0 DUDLEY WOODY SECRETARY 0.00 X 0 0 0 TRACY MADDUX MEMBER 0.00 X 0 0 0 COREY DILLON MEMBER 0.00 X 0 0 0 NATHAN HIGHTOWER MEMBER 0.00 X 0 0 0 WARREN DEBARDELABEN MEMBER 0.00 X 0 0 0 MARK JACOBS MEMBER 0.00 X 0 0 0 ANDERS HALL MEMBER 0.00 X 0 0 0 WESLEY BREEDEN MEMBER 0.00 X 0 0 0 JAKE HENDERSON C.E.O. 40.00 X 0 270000 8431 0 270000 8431 0 0 1 0 0 1159294 1159294 370705 370705 91405 0 91405 91405 91405 1621404 91405 0 370705 342045 342045 124196 124196 410684 52235 63687 294762 14466 2444 2346 9676 13999 13999 116332 116332 64146 64146 70778 70778 101013 42266 58747 4410 4410 9474 9474 ADMINISTRATIVE 158670 158670 BANK FEES AND INTEREST 15829 15829 TRUSTEE EXPENSES 15289 15289 PENSION 9310 9310 6065 6065 1476706 563186 386266 527254 330366 408197 359931 350825 4511 99804 81889 18988 31801 312187 309329 72059 2858 10973073 12437514 116991 120942 11975723 13434026 53791 72966 66918 0 120709 72966 X 3344516 3157259 8510498 10203801 11855014 13361060 11975723 13434026 144698 1361348 0 X X 0 1 X 1 0 X 588735 964972 1381951 1007520 1159294 5102472 588735 964972 1381951 1007520 1159294 5102472 5102472 251899 204274 229286 253848 370705 1310012 5287 16596 21883 6434367 0.79300 0.79700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3267598 35500 502745 86994 15935 33503 3669411 4038079 21948 -624852 117370 19369 30838 3267598 3683631 20000 509832 109006 32171 34207 4038079 3377866 461350 112446 17151 25988 3683631 2955526 6411 576675 129294 3223 28229 3377866 0 0 142907 142907 0 169280 166422 2858 2858 X 2982752 1361348 1361348 1621404 0 1621404 1476706 0 1476706 0 1476706 PART V, LINE 4: ENDOWMENT FUNDS THE ENDOWMENT FUNDS ARE USED TO PROVIDE ASSISTANCE IN THE EDUCATION AND LEADERSHIP PROGRAMS OF THE FRATERNITY. SCHOLARSHIPS AND GRANTS WERE GIVEN TO STUDENTS BASED ON OUTSTANDING ACHIEVEMENT BOTH IN ACADEMICS AND STUDENT LEADERSHIP, INCLUDING SERVICE IN THE COMMUNITY. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. THE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES, 1 ALPHA EPSILON LIBRARY GRANT 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 822292354 501(C)(3) 6524 0 LIBRARY GRANT PI KAPPA PHI FRATERNITY 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 570340150 501(C)(7) 157610 0 EDUCATIONAL GRANT THE ABILITY EXPERIENCE 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 822292354 501(C)(3) 135732 0 EDUCATIONAL GRANT DELTA OMEGA LIBRARY GRANT 6124 RAYMOND STOTZER PKWY COLLEGE STATION TX 77845 854240552 501(C)(3) 8352 0 LIBRARY GRANT LAMBDA HOUSING ASSOCIATES 930 MILLEDGE AVE ATHENS GA 30605 581758758 501(C)(3) 15360 0 LIBRARY GRANT SCHOLARSHIPS 124196 SCHOLARSHIPS PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS BOARD MEMBERS ROUTINELY ATTEND FRATERNITY EDUCATIONAL PROGRAMS AND EVENTS THAT ARE PARTIALLY FUNDED BY THE GRANT AND SCHOLARSHIP FUNDS. THIS AFFORDS THE OPPORTUNITY TO EXPERIENCE FIRST HAND THE EDUCATIONAL PROGRAMMING BEING PROVIDED WITH FOUNDATION FUNDS. IN ADDITION, ONE OF THE FOUNDATION TRUSTEES SERVES AS A LIAISON FROM THE FRATERNITY. X X X 0 0 0 0 0 0 0 0 0 JAKE HENDERSON C.E.O. 0 225000 0 45000 0 0 0 0 0 8431 0 278431 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER OF PI KAPPA PHI FOUNDATION CONDUCT A DETAILED REVIEW OF THE RETURN. A REVIEW LIST OF ANY QUESTIONS AND COMMENTS IS PREPARED AND DISCUSSED WITH THE PREPARER. UPON SATISFACTION OF ANY FOLLOWUP ITEMS, AN ELECTRONIC COPY OF THE FINAL RETURN IS FORWARDED TO EACH TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PI KAPPA PHI FOUNDATION REQUIRES EACH TRUSTEE TO REVEAL POSSIBLE CONFLICTS OF INTEREST IN AN ANNUAL DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 NOT AVAILABLE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PI KAPPA PHI FRATERNITY 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 570340150 FRATERNITY SC 501(C)(7) 0 THE ABILITY EXPERIENCE 3701 ARCO CORPORATE DRIVE STE 500 CHARLOTTE NC 28273 581588777 CHARITABLE ORGANIZATION NC 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PI KAPPA PHI FRATERNITY B 157610 THE ABILITY EXPERIENCE B 135732 PI KAPPA PHI FRATERNITY N 139858 PI KAPPA PHI FRATERNITY O 116679