2022-11-15T14:32:23-06:00 2021-12-31 MAI Capital Management LLC 6050 OAK TREE BLVD SUITE 500 Independence OH 44131 990 2021-01-01 341847687 Turn 2 Foundation Inc % KIM WILSON TURN 2169204800 6050 Oak Tree Blvd Suite 500 Independence OH 44131 SHARLEE JETER PRESIDENT 2169204800 2022-11-14 true SHARLEE JETER XXX-XX-XXXX Heidi R Coyle P01709149 2169204800 2022-11-14 3 2021 2022-09-23 18:48:47Z X DEREK S JETER C/O 6050 OAK TREE BLVD SUITE 500 Independence OH 44131 5145312 false X turn2foundation.org X 1996 FL TO CREATE AND SUPPORT SIGNATURE PROGRAMS AND ACTIVITIES THAT MOTIVATE YOUNG PEOPLE TO TURN AWAY FROM DRUGS AND ALCOHOL AND "TURN 2" HEALTHY LIFESTYLES. 8 3 11 40 0 951556 3528082 0 0 123347 298549 -186916 -260378 887987 3566253 170000 1227500 0 0 919447 996680 0 0 46671 667367 459168 1756814 2683348 -868827 882905 4224950 7094399 1943004 3795338 2281946 3299061 X TO CREATE AND SUPPORT SIGNATURE PROGRAMS AND ACTIVITIES THAT MOTIVATE YOUNG PEOPLE TO TURN AWAY FROM DRUGS AND ALCOHOL AND "TURN 2" HEALTHY LIFESTYLES. THROUGH THESE VENTURES, THE FOUNDATION STRIVES TO CREATE OUTLETS TO PROMOTE & REWARD ACADEMIC EXCELLENCE, LEADERSHIP DEVELOPMENT & POSITIVE BEHAVIOR. false false 1227500 1227500 SPONSOR GRANTS AND SCHOLARSHIPS FOR PROGRAMS THAT ENCOURAGE AND SUPPORT STUDENTS WHO ACHIEVE ACADEMICALLY, DISPLAY POSITIVE BEHAVIOR, LEAD HEALTHY LIFESTYLES, AND PARTICIPATE IN COMMUNITY ACTIVITIES. 159791 SPONSOR JETER'S LEADERS PROGRAMS IN THE NEW YORK CITY AND KALAMAZOO AREAS THAT RECOGNIZE STUDENTS FOR THEIR ACADEMIC ACHIEVEMENT, EXTRACURRICULAR ACTIVITIES, & COMMUNITY SERVICE 13933 SPONSOR AFTER SCHOOL PROGRAMS THAT ENCOURAGE AND SUPPORT STUDENTS WHO ACHIEVE ACADEMICALLY, DISPLAY POSITIVE BEHAVIOR, LEAD HEALTHY LIFESTYLES, AND PARTICIPATE IN COMMUNITY ACTIVITIES. 1037998 OTHER CHARITABLE PROGRAMS 1037998 2439222 true true false false false false false false false false true false false false false true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 28 0 true 11 true false false false false false true true false false false false false false false X 8 3 true false false false true true true true false false false true true true true true true false FL MI NJ NY OH X KIM WILSON 2169204800 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 X FRANLI GUZMAN VICE PRESIDENT 40.0 0.0 X 102760 0 0 DEREK S JETER CHAIRMAN, DIRECTOR 1.0 0.0 X X 0 0 0 SANDERSON CHARLES JETER VICE CHAIRMAN, DIRECTOR 1.0 0.0 X X 0 0 0 DOROTHY JETER TREASURER, DIRECTOR 1.0 0.0 X X 0 0 0 SHARLEE JETER PRESIDENT/SECRETARY, DIRECTOR 20.0 0.0 X X 0 0 0 NNEKA FRYE DIRECTOR 1.0 0.0 X 0 0 0 GERALD WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 HANNAH JETER DIRECTOR 1.0 0.0 X 0 0 0 102760 0 0 1 false false false NONE N/A 0 1450735 2077347 3528082 0 49750 49750 0 0 0 0 0 1031312 782513 248799 248799 533636 1450735 796546 -262910 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 2532 2532 2532 3566253 52282 1227500 1227500 0 0 0 102760 91456 11304 0 657391 585078 39443 32870 19939 17746 1196 997 158979 141491 9539 7949 57611 51273 3457 2881 185 185 0 0 0 0 0 62142 62142 116564 81595 34969 52253 39190 13063 0 0 15948 14194 957 797 15977 14219 959 799 0 0 0 0 7607 7607 13207 13207 PRINTING & PUBLICATIONS 13911 1546 12365 MEALS & BEVERAGES 2544 2544 POSTAGE, SHIPPING, MESSENGERS 1889 1889 MISCELLANEOUS 7567 6735 454 378 149374 149374 2683348 2439222 197455 46671 409 186 712615 1759019 130000 1552573 48798 71176 0 0 0 0 0 0 0 0 59928 17429 204401 187848 18598 16553 3240692 3666610 0 0 0 0 0 0 13910 10853 4224950 7094399 13004 10338 1750000 2760000 180000 1025000 0 0 0 0 0 0 0 0 0 0 0 0 1943004 3795338 X 2281946 3299061 0 0 2281946 3299061 4224950 7094399 882905 134210 X false true X false false X 1980381 2641069 2024579 951554 3778333 11375916 0 0 1980381 2641069 2024579 951554 3778333 11375916 5874469 5501447 99212 101497 95410 70943 49750 416812 0 4768 3197 516 35 2532 11048 11803776 0.46608 0.46588 X PART II, SECTION B, LINE 10: OTHER INCOME ON LINE 10 RELATES TO VOIDED CHECK FROM PRIOR YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10288 6422 3864 76415 69198 7216 117700 112227 5473 16553 0 0 4497010 134210 134210 4362800 -796547 -796547 3566253 3479895 796547 796547 2683348 2683348 SCHEDULE D, PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN CERTAIN TAX POSITIONS THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THE FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES ACCRUED, IF ANY, RELATED TO UNRECOGNIZED TAX UNCERTAINTIES IN INCOME TAX EXPENSE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B: SPECIAL EVENT EXPENSES........................................($796,546) ROUNDING............................................................($1) SCHEDULE D, PART XII, LINE 2D: SPECIAL EVENT EXPENSES..........................................$796,546 ROUNDING............................................................($1) NEW YORK DINNER 957908 674522 283386 526922 HOF GOLF OUTING 1026463 776213 250250 268773 1 850 1984371 1450735 533636 796545 796545 -262909 true PHOENIX HOUSE 5501 WEST WATERS ROAD SUITE 406 TAMPA FL 33634 651159661 501(C)(3) 100000 DEREK JETER CENTER AT PHOENIX HOUSE NEW YORK PRESBYTERIAN HOSPITAL 622 WEST 168 STREET PH 1 - 046 NEW YORK NY 10032 133957095 501(C)(3) 75000 TURN 2 US PROGRAM PITCCH IN FOUNDATION PO BOX 38 ALPINE NJ 07620 272988945 501(C)(3) 25000 GENERAL FUNDING GROOVE WITH ME INC 186 EAST 123RD STREET 2ND FLOOR NEW YORK NY 10035 133919147 501(C)(3) 10000 GENERAL FUNDING 4 0 PART I, LINE 2 THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES INCLUDE: EXECUTIVE COUNCIL MEETINGS, FORMAL SITE VISITS, INFORMAL SITE VISITS, WEEKLY/QUARTERLY/ANNUAL REPORTS, DAILY/WEEKLY COMMUNICATION, BIANNUAL SURVEYS, PROGRAM SUMMARIES, DIRECTOR'S MEETINGS, PERIODIC UPDATES, ANNUAL EVALUATIONS, ANNUAL SCHOLAR REPORTS, AND ANNUAL REVIEW OF CRITERIA FOR SCHOLARSHIPS. PART VI, SECTION A, LINE 2: FAMILY RELATIONSHIP SCHEDULE NAME OF OFFICER, DIRECTOR, ETC: DEREK S. JETER NAME OF RELATED PARTIES: SANDERSON C. JETER, DOROTHY JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: VICE CHAIRMAN, TREASURER, PRESIDENT/SECRETARY, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: SANDERSON C. JETER NAME OF RELATED PARTY: DEREK S. JETER, DOROTHY JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, TREASURER, PRESIDENT/SECRETARY, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: DOROTHY JETER NAME OF RELATED PARTY: DEREK S. JETER, SANDERSON C. JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN, PRESIDENT/SECRETARY,AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: SHARLEE JETER NAME OF RELATED PARTY: DEREK S. JETER, SANDERSON C. JETER, DOROTHY JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN,TREASURER, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: HANNAH JETER NAME OF RELATED PARTY: DEREK S. JETER, SANDERSON C. JETER, DOROTHY JETER, AND SHARLEE JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN, PRESIDENT/SECRETARY,AND TREASURER RELATIONSHIP: FAMILY RELATIONSHIP PART VI, LINES 6, 7A & 7B: GOVERNING BODY & MANAGEMENT THE ORGANIZATION IS A CHARITABLE CORPORATION ORGANIZED UNDER THE NON-PROFIT CORPORATION LAWS OF FLORIDA. THE MEMBERS OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION, IN ADDITION TO SHARLEE JETER. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5). THE CHAIRMAN MAY DESIGNATE ADDITIONAL MEMBERS, WITH APPROVAL BY THE BOARD OF DIRECTORS, BY AN INSTRUMENT IN WRITING DELIVERED TO THE SECRETARY OF THE CORPORATION. THE RESOURCE COUNCIL SHALL BE APPOINTED BY THE MEMBERS OF THE CORPORATION. ANY OFFICER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE. PART VI, LINE 8A: GOVERNING BODY & MANAGEMENT THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11a & 11b: FORM 990 REVIEW A COPY OF THE FORM 990 IS PROVIDED FOR REVIEW TO EACH MEMBER OF THE ORGANIZATION'S GOVERNING BODY. PART VI, LINE 19: DOCUMENTS AVAILABLE TO THE PUBLIC THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST TO THE FOUNDATION, AND THROUGH GUIDESTAR.ORG. PART III, LINE 4D: OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES INCLUDE: NEW YORK AFTER SCHOOL PROGRAM, DEREK JETER CENTER AT PHOENIX HOUSE, TURN 2 US PROGRAM, BOYS & GIRLS CLUB OF GREATER KALAMAZOO, DEREK JETER/HILLSBOROUGH EDUCATION FOUNDATION SCHOLARSHIP, DEREK JETER/KALAMAZOO COMMUNITY FOUNDATION SCHOLARSHIP, UNCF - SHARLEE JETER SCHOLARSHIP, AND JETER'S LEADERS ALUMNI GRANT. PART VI, SECTION B, LINE 12C: CONFLICT OF INTEREST POLICY THE FOUNDATION REVIEWS ITS CONFLICT OF INTEREST POLICY ANNUALLY, AND EACH BOARD MEMBER IS REQUIRED TO SIGN OFF ON THE POLICY. DURING EACH YEAR, EMPLOYEES MUST STAY ACCOUNTABLE FOR ANY TRANSACTIONS OR RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT. IF EITHER ITEM ARISES, THE EMPLOYEE INVOLVED MUST IMMEDIATELY REPORT IT TO A SUPERVISOR OR HUMAN RESOURCES, OR THEY MAY BE SUBJECT TO DISMISSAL.