2024-04-10T09:05:29-04:00 2023-05-31 541896113 ROBINSON FARMER COX ASSOCIATES 530 WESTFIELD RD CHARLOTTESVILLE VA 229011726 990 2022-06-01 366018518 KAPPA SIGMA ENDOWMENT FUND KAPP 4349795733 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 CHAD GEBHARDT CAO 4349795733 2024-03-22 true CHAD GEBHARDT 999009999 false MICHAEL E LUPTON P02141280 4349738314 2024-04-10 2022 2023-04-26 12:10:37Z THOMAS P BISHOP 7008463 false X HTTP//EF.KAPPASIGMA.ORG X 1919 VA 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. 7 7 0 7 0 3391263 3322181 0 240282 109420 22098 21049 3653643 3452650 504877 692680 0 0 0 352031 1101003 946233 1605880 1638913 2047763 1813737 17499104 16339173 3056448 153341 14442656 16185832 X 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. false false 877364 692680 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 7.0 MILLION. THE ENDOWMENT FUND IS ONE OF THE PREEMINENT GREEK FOUNDATIONS IN ITS FINANCIAL SUPPORT TO UNDERGRADUATE MEMBERS. DURING FY23, THE ENDOWMENT FUND PROVIDED 197 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 FY23, THIS CHAPTER SCHOLARSHIP FUND AWARDED 473 MERIT-BASED SCHOLARSHIPS TO OUTSTANDING STUDENT-LEADERS. DURING FY23, THE ENDOWMENT FUND PROVIDED 7 GRANTS THROUGH THE MILITARY HEROES CAMPAIGN TO ORGANIZATIONS DEDICATED TO ASSISTING MILITARY VETERANS. 877364 true true false false false false false true false true true false false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false true false false false false true 5 0 0 false false false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true false true false false false X THE ORGANIZATION 4349795733 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 X THOMAS P BISHOP CHAIRMAN 1.00 X X 0 0 0 DONAL L MCCLAMROCH JR TREASURER 1.00 X X 0 0 0 KEVIN S KAPLAN TRUSTEE 1.00 X 0 0 0 JEFFREY S MCKENZIE TRUSTEE 1.00 X 0 0 0 ADAM J MERILLAT TRUSTEE 1.00 X 0 0 0 S CHRISTIAN NASCIMENTO VICE CHAIRMA 1.00 X X 0 0 0 HUGH M ROBERT SECRETARY 1.00 X X 0 0 0 CHAD GEBHARDT CAO 10.00 X 0 0 0 false false false 3322181 3322181 224472 224472 3440761 3555813 -115052 -115052 -115052 MISCELLANEOUS 21049 21049 21049 3452650 -94003 224472 692680 692680 102828 18509 45244 39075 6572 6572 14350 7892 1722 4736 58473 58473 27078 27078 5398 5398 148084 115506 17769 14809 10795 3238 7557 73720 13270 32436 28014 191663 191663 11971 3592 8379 POSTAGE AND SHIPPING 124647 42 29436 95169 SERVICE CHARGES 77995 77995 PRINTING AND MAILERS 57369 10133 972 46264 MATERIALS & PLAQUES 32659 6340 7510 18809 2631 764 1785 82 1638913 877364 409518 352031 446838 532944 305729 118092 176599 158421 5898 16580 24938 8335501 2933724 5593440 5401777 10901040 9465910 58878 631193 17499104 16339173 33236 153341 3023212 3056448 153341 X 4557315 5386769 9885341 10799063 14442656 16185832 17499104 16339173 1813737 -70561 X false true true false X 3762502 2224059 2078000 3391263 3322181 14778005 3762502 2224059 2078000 3391263 3322181 14778005 14778005 175049 167125 142836 193577 224472 903059 35447 12344 210006 46705 -115052 189450 15870514 106873 0.93120 0.92340 X PART II, LINE 10 189,450 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 11206769 284309 38859 1887462 58473 9584002 9897634 2636658 -514037 750000 61137 11209118 7878852 570717 1496656 48591 9897634 6680748 960000 571757 310000 23653 7878825 4211047 2387980 112197 30476 6680748 true false 808667 808667 6607807 2642081 3965726 919027 291643 627384 5401777 3323616 -70561 -70561 3394177 58473 58473 3452650 1580440 1580440 58473 58473 1638913 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE INCOME WITH WHICH TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM AND TO PROVIDE OTHER EDUCATIONAL PROGRAMS, INCLUDING HISTORICAL AND MUSEUM DISPLAYS. UNRESTRICTED FUNDS MAY ALSO BE USED TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM AND OTHER EDUCATIONAL PROGRAMS. false SCHOLARSHIPS 180 97000 SCHOLARSHIPS 471 230680 GRANTS 7 365000 SCHEDULE I, PAGE 1, PART I, LINE 2 TO ENSURE THE PROPER USE OF SCHOLARSHIPS AWARDED TO INDIVIDUALS, ALL SCHOLARSHIP FUNDS ARE SENT DIRECTLY TO THE RECIPIENTS' SCHOOLS. FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 2, PART III, LINE 4A 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 7.0 MILLION. THE ENDOWMENT FUND IS ONE OF THE PREEMINENT GREEK FOUNDATIONS IN ITS FINANCIAL SUPPORT TO UNDERGRADUATE MEMBERS. DURING FY23, THE ENDOWMENT FUND PROVIDED 197 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 FY23, THIS CHAPTER SCHOLARSHIP FUND AWARDED 473 MERIT-BASED SCHOLARSHIPS TO OUTSTANDING STUDENT-LEADERS. DURING FY23, THE ENDOWMENT FUND PROVIDED 7 GRANTS THROUGH THE MILITARY HEROES CAMPAIGN TO ORGANIZATIONS DEDICATED TO ASSISTING MILITARY VETERANS. FORM 990, PAGE 6, PART VI, LINE 11B ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 FOR THEIR REVIEW AND COMMENTARY PRIOR TO THE FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRUSTEES ARE REQUIRED TO DISCLOSE THEIR KNOWLEDGE OF POSSIBLE CONFLICTS OF INTEREST. ALL TRUSTEES REVIEW THE CONFLICTS POLICY ON AN ANNUAL BASIS. FORM 990, PAGE 6, PART VI, LINE 19 THE ENDOWMENT FUND'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON EITHER ELECTRONIC REQUEST FORM AVAILABLE ON THE ENDOWMENT FUND'S WEBSITE OR WALK-IN REQUEST. SCOTTSVILLE ROAD HOLDINGS LLC 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 366018518 OCCUPANCY VA 5392322 KSEF KAPPA SIGMA ENDOWMENT FUND