2022-01-14T08:24:23-06:00 2021-09-30 261472386 SCHAFER TSCHOPP WHITCOMB ET AL 541 S ORLANDO AVENUE SUITE 312 MAITLAND FL 32751 990 2020-10-01 237115348 FLORIDA KIWANIS FOUNDATION INC FLOR 9042426776 1001 MAYPORT ROAD NO 331433 ATLANTIC BEACH FL 32233 ALEX RALICKI MSA TREASURER 9042426776 2022-01-14 1 ALEX RALICKI MSA 999009999 THOMAS R TSCHOPP P00836892 4078752760 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ALEX RALICKI MSA 1001 MAYPORT ROAD NO 331433 ATLANTIC BEACH FL 32233 3248167 0 X WWW.FLORIDAKIWANISFOUNDATION.ORG X 1971 FL TO ENABLE CARING INDIVIDUALS, CLUBS, AND DIVISIONS TO COMBINE THEIR RESOURCES OF TIME, TALENT, AND FUNDS TO CREATE A GREATER IMPACT ON THE NEEDS OF CHILDREN AND FAMILIES IN FLORIDA. 40 40 0 41 0 0 160188 2052216 0 0 109250 119211 0 0 269438 2171427 206330 193876 0 0 0 0 0 0 13786 99309 136845 305639 330721 -36201 1840706 3465076 5712493 134150 69400 3330926 5643093 TO ENABLE CARING INDIVIDUALS, CLUBS, AND DIVISIONS TO COMBINE THEIR RESOURCES OF TIME, TALENT, AND FUNDS TO CREATE A GREATER IMPACT ON THE NEEDS OF CHILDREN AND FAMILIES IN FLORIDA. 0 0 136626 136626 PROVIDE GRANTS TO VARIOUS KIWANIS CLUBS TO SUPPORT LOCAL COMMUMITY PROJECTS INCLUDING DISASTER RELIEF. 78075 20500 ASSIST KIWANIS SERVICE LEADERSHIP PROGRAMS WHOSE OBJECTIVE IS THE SAME AS OUR ACHIEVEMENT "A". 36750 36750 COLLEGE SCHOLARSHIP PROGRAM - THE FOUNDATION AWARDS ONE TIME $1,000 SCHOLARSHIPS TO GRADUATING KEY CLUB MEMBERS WHO EXEMPLIFY THE SPIRIT OF KIWANIS THROUGH SERVICE, 4 $4,000 SCHOLARSHIPS TO DESERVING FLAGLER COUNTY STUDENTS UNDER THE TERMS OF A BEQUEST, AND 1 $750 SCHOLARSHIP IN ACCORDANCE WITH THE TERMS OF THE CHUCK AND EMILIA GUGLIUZZA SCHOLARSHIP GRANT. 251451 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 FL X ALEX RALICKI MSA 7722214508 1235 SE INDIAN STREET SUITE 102 STUART FL 34997 X F JAMES WYLIE JR IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 RICHARD LEYS PRESIDENT 1.00 X X 0 0 0 GWEN LEYS SECRETARY 1.00 X X 0 0 0 ALEX RALICKI TREASURER 1.00 X X 0 0 0 ALISON CACELLA EXECUTIVE DIRECTOR 1.00 X X 0 0 0 JAMES MEYER SENIOR ADVISOR 1.00 X X 0 0 0 TOMMY MILLS VICE PRESIDENT 1.00 X X 0 0 0 DAN BORBA PRESIDENT ELECT 1.00 X X 0 0 0 HARVEY WHITE EX-OFFICIO TRUSTEE GOV ELECT 1.00 X 0 0 0 MARY LYNN DESJARLAIS EX OFFICIO TRUSTEE GOVERNOR 1.00 X 0 0 0 SHARON MOODY EX OFFICIO TRUSTEE VICE GO 1.00 X 0 0 0 TODD SMITH TRUSTEE-AT-LARGE, PAST GOV 1.00 X 0 0 0 STEVE LEBLANC TRUSTEE-AT-LARGE, PAST GOV 1.00 X 0 0 0 ALLEN YERGOVICH TRUSTEE-AT-LARGE, PAST GOV 1.00 X 0 0 0 MELANIE WINTERNHEIMER EX OFFICIO TRUSTEE EXECUTI 1.00 X 0 0 0 DONALD DAVID TRUSTEE 1.00 X 0 0 0 KEITH FOREHAND II TRUSTEE 1.00 X 0 0 0 JO WILLIS TRUSTEE 1.00 X 0 0 0 THOMAS WELLER TRUSTEE 1.00 X 0 0 0 STAN STOREY TRUSTEE 1.00 X 0 0 0 PAIGE CHASE-NOVAK TRUSTEE 1.00 X 0 0 0 ALAN BURTON TRUSTEE 1.00 X 0 0 0 MARGARET WILLIAMS TRUSTEE 1.00 X 0 0 0 RICHARD CHAPMAN TRUSTEE 1.00 X 0 0 0 KATHY MCDONALD TRUSTEE 1.00 X 0 0 0 CYNDY FORSTALL TRUSTEE 1.00 X 0 0 0 ROXANNE CONNER TRUSTEE 1.00 X 0 0 0 ELIZABETH WULFF TRUSTEE 1.00 X 0 0 0 CHRISTOPHER LEGENDRE TRUSTEE 1.00 X 0 0 0 J KELLY CASEY TRUSTEE 1.00 X 0 0 0 MARA WICKLAND TRUSTEE 1.00 X 0 0 0 JOHN DAVID WILD TRUSTEE 1.00 X 0 0 0 ANDREW SIAS TRUSTEE 1.00 X 0 0 0 D BRUCE BOYD JR TRUSTEE 1.00 X 0 0 0 MALCOLM MCCAMPBELL TRUSTEE 1.00 X 0 0 0 TOM THAYER TRUSTEE 1.00 X 0 0 0 JERI GOETZ TRUSTEE 1.00 X 0 0 0 DENNIS CANTLAY TRUSTEE 1.00 X 0 0 0 DAVID ROTH TRUSTEE 1.00 X 0 0 0 CARMEN CALZON TRUSTEE 1.00 X 0 0 0 DIANA MORRELL TRUSTEE 1.00 X 0 0 0 ANGIE BAILEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 12102 2040114 2052216 101632 101632 1091066 1073487 17579 17579 17579 3253 12102 3253 0 2171427 0 0 119211 X 157126 157126 36750 36750 11500 5750 5750 54000 27000 27000 3411 3411 7925 7925 5511 2756 2755 128 128 INVESTMENT EXPENSES 32386 16193 16193 DEVELOPMENT EXPENSES 13786 13786 PROGRAM EXPENSES 5876 5876 OTHER EXPENSES 2322 2322 330721 251451 65484 13786 31577 40311 0 0 3418414 5672182 15085 0 3465076 5712493 7007 3124 127143 66276 134150 69400 X 2023519 2233421 1307407 3409672 3330926 5643093 3465076 5712493 1840706 471461 0 X 0 1 X 1 0 X 189237 161817 613665 127351 2040114 3132184 41327 32837 12102 86266 38026 31960 3000 72986 227263 193777 657992 160188 2052216 3291436 0 0 0 3291436 90403 83848 161709 109250 119211 564421 90403 83848 161709 109250 119211 564421 317666 277625 819701 269438 2171427 3855857 0.85360 0.72340 0.14640 0.27660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2957511 1856322 387597 67065 28608 5105757 2601634 122764 348749 97000 18636 2957511 2590778 3250 171642 147000 17036 2601634 2384448 10610 251618 37000 18898 2590778 2200818 23614 220353 43000 17270 2384448 0.44310 0.00000 0.55690 0 0 0 BONDS 1844327 F STOCKS 3682037 F CASH FUNDS 145818 F 5672182 PASS-THROUGH CONTRIBUTIONS 66276 66276 X 2642888 471461 471461 2171427 0 2171427 330721 0 330721 0 330721 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND EXEMPT FROM FEDERAL INCOME TAXES AND FROM STATE INCOME TAX PURSUANT TO FLORIDA LAW, EXCEPT THAT UNRELATED BUSINESS INCOME IS TAXABLE. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME TAX DURING THE YEAR ENDED SEPTEMBER 30, 2021. TAX POSITIONS ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF SEPTEMBER 30, 2021, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE PERIODS BEGINNING OCTOBER 1, 2018 FOR ALL MAJOR TAX JURISDICTIONS. GOLF TOURNAMENT 15355 12102 3253 3253 15355 12102 3253 3253 3253 0 1 KIWANIS CLUB OF GAINESVILLE 4410 NW 16TH PLACE GAINESVILLE FL 32605 592708368 6965 BOOK CYCLE II BATELAAN GRANT KIWANIS CLUB OF JACKSONVILLE BEACHES 1820 SEVILLA BLVD 301 ATLANTIC BEACH FL 32233 593738554 10000 BOOK CYCLE II BATELAAN GRANT KIWANIS CLUB OF NORTHSIDE NAPLES 665 VINTAGE RESERVE CIRCLE B NAPLES FL 34119 592461340 6350 BOOK CYCLE II MATCHING GRANT KIWANIS CLUB OF MELBOURNE 103 BUDRIS ROAD MELBOURNE BEACH FL 32951 593549575 9350 BOOK CYCLE II BATELAAN GRANT FORT MYERS EDISON KIWANIS CLUB 18561 TELEGRAPH CREEK LANE ALVA FL 33920 596168910 5000 BOOK CYCLE II MATCHING GRANT KIWANIS CLUB OF STUART PO BOX 532 STUART FL 34995 592794313 10000 BOOK CYCLE II BATELAAN GRANT SCHOLARSHIPS 25 36750 BOOK FINANCIAL ASSISTANCE PART I, LINE 2: THE FOUNDATION AWARDS ONE-TIME $1,000 COLLEGE SCHOLARSHIPS TO SELECTED GRADUATING KEY CLUB MEMBERS WHO EXEMPLIFY THE SPIRIT OF KIWANIS THROUGH SERVICE. A MINIMUM 150 ACCRUED AND VERIFIED SERVICE HOURS ARE REQUIRED FOR CONSIDERATION. ALL SCHOLARSHIPS AWARDED ARE PAID DIRECTLY TO THE RECIPIENT. FOUR MYCHANIUK SCHOLARSHIPS OF $4,000 EACH WERE GIVEN TO FLAGLER COUNTY YOUTH IN ACCORDANCE WITH THE TERMS OF THE BEQUEST. THESE SCHOLARSHIPS ARE PAID TO THE RECIPIENT'S SCHOOL. ONE SCHOLARSHIP OF $750 WAS AWARDED IN ACCORDANCE WITH THE TERMS OF THE CHUCK AND EMILIA GUGLIUZZA SCHOLARSHIP GRANT. ALL SCHOLARSHIP INFORMATION IS AVAILABLE FOR REVIEW ON THE FOUNDATION'S ONLINE PORTAL. FORM 990, PART VI, SECTION A, LINE 2 RICHARD LEYS (PRESIDENT) AND GWEN LEYS (SECRETARY) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE FOR REVIEW BEFORE FILING. INDIVIDUAL TRUSTEES CAN REQUEST A COPY DIRECTLY FROM THE TREASURER. IN ADDITION, WHEN FILED, THE 990 IS UPLOADED TO THE FOUNDATION'S ONLINE PORTAL FOR REVIEW BY ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY VIA TRUSTEE INQUIRY. FORM 990, PART VI, SECTION C, LINE 19 PAPER COPIES PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G CLERICAL SUPPORT: PROGRAM SERVICE EXPENSES 27,000. MANAGEMENT AND GENERAL EXPENSES 27,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,000.