Civic Intelligence

Kappa Upsilon Charitable Foundation Inc

EIN 65-0640428 • 501(c)3 • West Palm Beach, FL

Pub. 78 Eligible990-N CoverageNTEE B82
PO Box 2854West Palm Beach, FL 33402-2854
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Scores are not available for this record yet.

Balance Sheet

Assets

$58,927

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$58,927

No earlier filing loaded for comparison.

Operations

Revenue

$17,222

No earlier filing loaded for comparison.

Expenses

$12,012

No earlier filing loaded for comparison.

Net Income

$5,210

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2023: $58,927Liabilities 2023: $0Net Assets 2023: $58,9272023

Highlighted filing

2023

Assets$58,927
Liabilities$0
Net Assets$58,927
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0Revenue 2023: $17,222Expenses 2023: $12,012Net Income 2023: $5,2102023

Highlighted filing

2023

Revenue$17,222
Expenses$12,012
Net Income$5,210
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,927
Liabilities
$0
Net assets
$58,927
Revenue
$17,222
Expenses
$12,012
Net income
$5,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$17.2$12.0$5.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$60,440
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION AWARDED 12 SCHOLARSHIPS DURING THIS YEAR TO STUDENTS IN PALM BEACH COUNTY, FLORIDA TO PURSUE HIGHER EDUCATION.-$10,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS MONTGOMERYPresident-$0--
MITCHELL DASHER IIDirector-$0--
TOMMY DIXONDirector-$0--
JOHN JENKINSTreasurerdirector-$0--
CLARENCE D WILLIAMS IIIVice President-$0--
ANTONIO L SMITHDirector-$0--
EDWARD SHELTONSecretarydirector-$0--
EDWIN FERGUSONDirector-$0--
JOE BAKERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Masq Ball$55,190$48,190$8,408$39,782
Total Events$55,190$48,190$43,218$4,972
Filing and Contact Details

Filer

Filer Name
Kappa Upsilon Charitable Foundation Inc
EIN
65-0640428
Address
PO BOX 2854, WEST PALM BEACH, FL 33402-2854

Signing Officer

Name
Thomas Montgomery
Title
President
Phone
5619966317
Signed
2024-05-10
Discuss with paid preparer
No

Preparer

Firm
Ward and Company Pa
Address
5725 CORPORATE WAY SUITE 106, WEST PALM BEACH, FL 33407
Preparer
Zenora Kerr Ward CPA
Phone
5616979468
Supplemental Narrative

Additional Explanations

General explanation attachment

“Part iii primary exempt purpose - to promote and advance the welfare of the community through community services.”

List of grants and similar amounts paid Part I line 10

“Activity SCHOLARSHIPS Grantee VARIOUS Amount 10,700”

Description of other expenses Part I line 16

“Description AmountBANK CHARGES 12DONATIONS 1,300”

Raw XML Appendix189 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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