2025-05-07T12:24:01-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-07-01 316049792 KAPPA KAPPA GAMMA FOUNDATION KAPP 6142286515 6640 RIVERSIDE DRIVE 200 DUBLIN OH 43017 KELLY FACKEL INTERIM DIRECTOR OF FOUNDATION OPS 6142286515 2025-05-06 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-05-06 2023 2025-03-06 01:10:19Z KYLIE SMITH 6640 RIVERSIDE DRIVE 200 DUBLIN OH 43017 15097487 0 1 X WWW.KAPPA.ORG/FOUNDATION X 1989 OH INVESTING IN OUR MEMBERS BY FUNDING PROGRAMS THAT FULFILL THE EVOLVING NEEDS OF WOMEN. 12 12 0 40 0 0 2759560 8289122 0 0 1056731 1292755 7916 17434 3824207 9599311 3054881 2827776 0 0 1029988 1091649 131881 98700 751560 1646524 1654804 5863274 5672929 -2039067 3926382 55354104 63802942 1449264 1359312 53904840 62443630 X INVESTING IN OUR MEMBERS BY FUNDING PROGRAMS THAT FULFILL THE EVOLVING NEEDS OF WOMEN. 0 0 1602700 1540982 SCHOLARSHIPS AND AID TO MEMBERS IN NEED: THE FOUNDATION AWARDS ANNUAL SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR UNDERGRADUATE AND GRADUATE EDUCATION. KAPPA KAPPA GAMMA FOUNDATION SCHOLARSHIPS ARE AWARDED BASED ON A COMBINATION OF FACTORS INCLUDING ACADEMIC MERIT, FINANCIAL NEED, AND PARTICIPATION AND LEADERSHIP IN THE ORGANIZATION, CAMPUS AND COMMUNITY ACTIVITIES. THE FOUNDATION PROVIDES CONFIDENTIAL AID TO QUALIFYING MEMBERS OF ALL AGES WHO SUDDENLY FIND THEMSELVES IN UNEXPECTED TIMES OF NEED DUE TO FINANCIAL, MEDICAL OR DISASTER SITUATIONS. RECIPIENTS MAY BE UNDERGRADUATES OR ALUMNAE, AND AID MAY BE A ONE-TIME GRANT OR ONGOING SUPPORT. 1125342 1072075 EDUCATIONAL AND LEADERSHIP PROGRAMMING: THE FOUNDATION SUPPORTS THE DEVELOPMENT AND USE OF EDUCATIONAL AND LEADERSHIP PROGRAMS THAT ARE AVAILABLE TO OVER 320,927 MEMBERS, IN-PERSON AND VIRTUALLY. THE PROGRAMS PROVIDE TRAINING THAT ALLOWS MEMBERS TO DEVELOP SKILLSETS THEY CAN IMPLEMENT IN PROFESSIONAL AND PERSONAL SETTINGS THROUGHOUT THEIR LIVES. THROUGH THESE PROGRAMS WE ARE MAKING A LIFETIME INVESTMENT IN THE EDUCATION AND TRAINING OF WOMEN SO THEY ARE PREPARED TO LEAD AND SERVE IN THEIR COMMUNITIES AROUND THE WORLD. 323789 HERITAGE: THE FOUNDATION SUPPORTS THE OPERATION OF THE STEWART HOUSE MUSEUM, HOME OF KAPPA KAPPA GAMMA FOUNDER MINNIE STEWART, IN MONMOUTH, ILLINOIS. THE KAPPA KAPPA GAMMA FOUNDATION IS COMMITTED TO FUNDING THE PRESERVATION OF KAPPA'S HERITAGE AS THE ORGANIZATION PURSUES THE COMPREHENSIVE DIGITIZATION OF ALL MUSEUM AND ARCHIVE COLLECTIONS. SHARING THESE COLLECTIONS WITH THE GENERAL PUBLIC AND THE MEMBERS OF KAPPA KAPPA GAMMA HIGHLIGHTS THE POSITIVE IMPACT OF WOMEN'S FRATERNITIES ON SOCIETY, THE HISTORY OF WOMEN IN HIGHER EDUCATION, AND KAPPA KAPPA GAMMA'S ROLE IN EMPOWERING WOMEN FOR NEARLY 150 YEARS. 235672 214719 EDUCATIONAL AREA GRANT: PROVIDES GRANTS FOR THE EDUCATIONAL AREAS OF CHAPTER HOUSES. 235672 214719 3287503 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AK AR CA CO CT DC FL GA HI IL KS KY LA MA MD MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X KIRSTEN DEMUZIO 6143412116 6640 RIVERSIDE DRIVE SUITE 200 DUBLIN OH 43017 SUSANNE WOLFF FICK TRUSTEE 10.00 0.00 X 0 0 0 CYNTHIA HEABERLIN BEAIRD TRUSTEE 10.00 0.00 X 0 0 0 MARY PAT ROONEY TRUSTEE 10.00 10.00 X 0 0 0 CHRISTINA FRANK ERWIN TRUSTEE 10.00 0.00 X 0 0 0 AMANDA BROWN LANG TREASURER 10.00 0.00 X X 0 0 0 CANDY KAELIN DEEMER TRUSTEE 10.00 0.00 X 0 0 0 BARB ADAMS GOETTELMAN TRUSTEE 10.00 10.00 X 0 0 0 TIANA FOWLER RONSTADT TRUSTEE 10.00 0.00 X 0 0 0 PEGGY BLACK MEYER PRESIDENT 10.00 0.00 X X 0 0 0 KEO FRAZIER TRUSTEE (THROUGH 6/10/24) 10.00 0.00 X 0 0 0 MARIA BROWN TRUSTEE 10.00 10.00 X 0 0 0 ALEX CAMPION YOUNG TRUSTEE 10.00 0.00 X 0 0 0 KELLY FACKEL EXECUTIVE DIRECTOR AS OF JAN 2024 40.00 0.00 X 0 0 0 JANE STEINER INTERIM EXECUTIVE SECRETARY 37.50 0.00 X 113561 0 22874 113561 0 22874 1 0 0 0 0 8289122 53965 8289122 962909 962909 5828022 5498115 61 329907 -61 329846 329846 MISCELLANEOUS INCOME 900099 12474 12474 LIFE INS CASH SURRENDER VALUE 900099 4960 4960 17434 9599311 0 0 1310189 1243031 1243031 1575745 1575745 9000 9000 50382 7314 34136 8932 806476 117090 546412 142974 36737 5334 24890 6513 140184 20353 94979 24852 57870 8402 39209 10259 24350 24350 52786 52786 98700 98700 190065 190065 48582 48582 58736 29368 29368 26694 3876 18086 4732 278613 40451 188769 49393 145080 21064 98296 25720 138774 20148 94024 24602 TAX EXPENSE 17494 17494 DEVELOPMENT 293521 293521 COST-BASED REIMBURSEMEN 180470 26202 122274 31994 MUSEUM MGMT & MAINTENAN 105681 105681 93958 83812 10146 5672929 3287503 1633866 751560 805701 2219110 1356261 919121 899515 4731547 18444 41816 3511234 2734602 888962 776632 23514219 24166032 26544922 29678177 1326080 1270507 55354104 63802942 191946 194887 1257318 1164425 1449264 1359312 X 12675227 10875914 41229613 51567716 53904840 62443630 55354104 63802942 3926382 4612408 0 X 0 1 X 1 0 X 5716893 3951429 3506933 2759560 8289122 24223937 5716893 3951429 3506933 2759560 8289122 24223937 6503955 17719982 1126200 835481 1573540 1077188 962909 5575318 249514 84424 333938 1100 3470 1504 7916 17434 31424 30164617 0.58740 0.73700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 1,100. 2020 AMOUNT: $ 3,470. 2021 AMOUNT: $ 1,504. 2022 AMOUNT: $ 7,916. 2023 AMOUNT: $ 17,434. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 30553987 7620507 3290453 581213 441147 40442587 29033493 135112 2337836 520133 432321 30553987 32496610 337443 -2807189 619590 373781 29033493 25139920 417211 7750042 518975 291588 32496610 24839240 610768 746707 769276 287519 25139920 0.74337 0.25663 1 0 15500 15500 812467 515254 297213 204236 88048 116188 1980923 1844154 136769 498108 287146 210962 776632 PARNASSUS CORE EQTY FD 3218088 F LIMITED PARTNERSHIPS 13175895 F FUND OF FUNDS 3509058 F MERCER CORE FIXED INCOME 5190108 F ARTISAN INTERNATIONAL VA 4585028 F 29678177 DUE TO RELATED PARTY 314133 OPERATING LEASE LIABILITY 850292 1164425 X 14021654 4612408 4612408 9409246 190065 190065 9599311 5482864 0 5482864 190065 190065 5672929 PART III, LINE 1A: THE FOUNDATION OWNS MANY COLLECTIBLE AND HISTORICAL ITEMS WHICH WERE NOT CAPITALIZED ON THE FINANCIAL STATEMENTS AS THEY WERE ACQUIRED BECAUSE IT WAS IMPRACTICABLE TO DETERMINE A VALUE. PART III, LINE 4: THE FOUNDATION SUPPORTS THE OPERATION OF THE STEWART HOUSE MUSEUM, HOME OF KAPPA KAPPA GAMMA FOUNDER MINNIE STEWART, IN MONMOUTH, ILLINOIS. THE KAPPA KAPPA GAMMA FOUNDATION IS COMMITTED TO FUNDING THE PRESERVATION OF KAPPA'S HERITAGE AS THE ORGANIZATION PURSUES THE COMPREHENSIVE DIGITIZATION OF ALL MUSEUM AND ARCHIVE COLLECTIONS. SHARING THESE COLLECTIONS WITH THE GENERAL PUBLIC AND THE MEMBERS OF KAPPA KAPPA GAMMA HIGHLIGHTS THE POSITIVE IMPACT OF WOMEN'S FRATERNITIES ON SOCIETY, THE HISTORY OF WOMEN IN HIGHER EDUCATION, AND KAPPA KAPPA GAMMA'S ROLE IN EMPOWERING WOMEN FOR OVER 150 YEARS. PART V, LINE 4: SCHOLARSHIPS, FINANCIAL AID, AND LEADERSHIP ACADEMY PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NON-PROFIT CORPORATION AND HAS OBTAINED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(I)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNCERTAIN TAX POSITIONS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE FOUNDATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE AND DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2024 AND 2023. THE FOUNDATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 8236843 0 0 0 0 0 0 8236843 0 8236843 SCHOLARSHIPS NORTH AMERICA 3 9000 CHECK N/A US DOLLAR 1 0 1 1 1 0 PART I, LINE 3: N/A - THE ORGANIZATION DOES NOT HAVE EXPENDITURES OVERSEAS. X X X X X 1 WORDS DATA AND IMAGES DBA GABRIEL GROUP PO BOX 1000 SOUTHEASTERN PA 19398 ANNUAL LOYALTY FUND PRODUCTION/FULFILLMENT 0 766829 98700 668129 766829 98700 668129 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR SC SD TN TX UT VT VA WA WV WI WY 1 KAPPA KAPPA GAMMA FRATERNITY 6640 RIVERSIDE DRIVE SUITE 200 DUBLIN OH 43017 314221880 501(C)(7) 1028311 0 EDUCATIONAL GRANTS EPSILON BETA EDUCATIONAL AREA 12540 W AUBURN AVE LAKEWOOD CO 80228 510151535 501(C)(7) 5140 0 EDUC. AREAS AND FACILITIES DELTA IOTA EDUCATIONAL AREA 4050 WEST LAKESHORE DR BATON ROUGE LA 70808 720602414 501(C)(7) 41932 0 EDUC. AREAS AND FACILITIES BETA THETA EDUCATIONAL AREA 6609 NW GRAND BLVD OKLAHOMA CITY OK 73116 730738019 501(C)(7) 167648 0 EDUC. AREAS AND FACILITIES 0 4 FINANCIAL AID 83 265339 SCHOLARSHIPS 361 1275644 PART I, LINE 2: KAPPA KAPPA GAMMA FRATERNITY PROVIDES QUARTERLY REPORTS TO THE FOUNDATION FOR REVIEW OF HOW THE FUNDS ARE BEING SPENT. THE FINAL REPORT IS SIGNED BY THE EXECUTIVE DIRECTORS OF THE FRATERNITY AND FOUNDATION FOR APPROVAL. GRANT APPLICANTS PREPARE AND SUBMIT TO THE FOUNDATION BOARD OF TRUSTEES A GRANT APPLICATION FORM DISCLOSING THE INTENDED USE AND PURPOSE OF A GRANT. FOUNDATION BOARD OF TRUSTEES REVIEWS AND VOTES ON THE PROPRIETY OF A GRANT BASED UPON THE INFORMATION CONTAINED ON THE GRANT APPLICATION FORM. IF APPROVED, EACH GRANT IS GOVERNED BY PROCEDURES SET FORTH IN A WRITTEN GRANT AGREEMENT BETWEEN THE RECIPIENT AND THE FOUNDATION. THE GRANT AGREEMENT REQUIRES: 1) THE GRANT FUNDS TO BE USED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES; 2) THE MAINTENANCE BY THE GRANTEE OF DETAILED RECORDS RELATING TO THE USE OF THE GRANT FUNDS; 3) THE GRANT RECIPIENT ALLOWS FOUNDATION REPRESENTATIVES ACCESS TO INFORMATION RELEVANT TO ITS USE OF THE GRANT FUNDS PROCEEDS; AND 4) PROVIDES FOR THE RETURN OF GRANT FUNDS IF SUCH FUNDS ARE NOT USED IN THE MANNER SPECIFIED IN THE GRANT AGREEMENT. X 7 53965 MARKET VALUE 0 1 1 PART I, COLUMN (B): THERE WERE 7 VARIOUS CONTRIBUTIONS OF STOCK DURING FY 2024. PART I, LINE 32B: INVESTMENT COMPANY RECEIVES STOCK DONATIONS AND IS INSTRUCTED TO SELL UPON RECEIPT AND TRANSFER PROCEEDS TO FOUNDATION BANK ACCOUNT. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THE MEMBERS OF THE COUNCIL OF KAPPA KAPPA GAMMA FRATERNITY, SERVING FROM TIME TO TIME. AT THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION, THE MEMBERS SHALL ELECT TRUSTEES FROM A SLATE PRESENTED TO THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A SEE NARRATIVE FOR PART VI, LINE 6 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD IS PROVIDED THE FORM 990 AND GIVEN TIME TO REVIEW BEFORE VOTING TO APPROVE THE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION BOARD OF TRUSTEES, FOUNDATION FINANCE COMMITTEE MEMBERS, MANAGERS AND OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. EACH BOARD MEMBER, FINANCE COMMITTEE MEMBER, MANAGER AND OFFICER INDICATES WHETHER THERE ARE ANY CONFLICTS AND THESE CONFLICTS ARE REVIEWED BY THE TREASURER. BOARD MEMBERS ABSTAIN FROM VOTING ON TOPICS WHERE A POTENTIAL OR REAL CONFLICT OF INTEREST EXISTS. BOARD MINUTES REFLECT THIS ACTION. FORM 990, PART VI, SECTION B, LINE 15 IN FY 2024, THE ORGANIZATION REVIEWED AND APPROVED THE EXECUTIVE DIRECTOR AND KEY EMPLOYEE'S COMPENSATION UTILIZING SALARY SURVEYS THAT INCLUDED SIMILAR ORGANIZATIONS IN THEIR DELIBERATION PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AND AFTER THE BOARD OF TRUSTEES HAVE REVIEWED THE REQUEST FOR APPROVAL. KAPPA KAPPA GAMMA FRATERNITY 6640 RIVERSIDE DRIVE STE 200 DUBLIN OH 43017 314221880 FRATERNITY OH 501(C)(7) N/A 0 KAPPA KAPPA GAMMA FRATERNITY HOUSING CORPORATION 6640 RIVERSIDE DRIVE STE 200 DUBLIN OH 43017 831084242 HOUSING OH 501(C)(7) N/A 0 CHARITABLE REMAINDER TRUST DBA DRAIS TRUST C/O WELLS FARGO BANK N A TRUST TAX LAS VEGAS NV 89118 956819324 INVESTMENTS CA T 26375 264347 1.00000 1 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0