2021-03-11T12:50:20-06:00 2020-09-30 261472386 SCHAFER TSCHOPP WHITCOMB ET AL 541 S ORLANDO AVENUE SUITE 312 MAITLAND FL 32751 990 2019-10-01 237115348 FLORIDA KIWANIS FOUNDATION INC FLOR 4073249800 1001 MAYPORT ROAD NO 331433 ATLANTIC BEACH FL 32233 ALEX RALICKI MSA TREASURER 4073249800 2021-03-11 1 THOMAS R TSCHOPP P00836892 4078752760 2019 2022-09-23 18:48:47Z X ALEX RALICKI MSA 1001 MAYPORT ROAD NO 331433 ATLANTIC BEACH FL 32233 271878 0 X WWW.FLORIDAKIWANISFOUNDATION.ORG X 1971 FL TO PROVIDE FUNDS FOR LOCAL PROJECTS, SCHOLARSHIPS TO NEEDY YOUNG PEOPLE AND SUPPORT FOR KIWANIS SERVICE LEADERSHIP PROGRAMS. 39 39 0 58 0 0 613665 160188 41327 0 198112 109250 335 0 853439 269438 234646 206330 0 0 0 0 0 0 5367 101564 99309 336210 305639 517229 -36201 3764188 3465076 707303 134150 3056885 3330926 TO PROVIDE FUNDS FOR LOCAL PROJECTS, SCHOLARSHIPS TO NEEDY YOUNG PEOPLE AND SUPPORT FOR KIWANIS SERVICE LEADERSHIP PROGRAMS. 0 0 150330 150330 PROVIDE GRANTS TO VARIOUS KIWANIS CLUBS TO SUPPORT LOCAL COMMUMITY PROJECTS INCLUDING DISASTER RELIEF. 67442 20500 ASSIST KIWANIS SERVICE LEADERSHIP PROGRAMS WHOSE OBJECTIVE IS THE SAME AS OUR ACHIEVEMENT "A". 35500 35500 COLLEGE SCHOLARSHIP PROGRAM - THE FOUNDATION AWARDS ONE TIME $1,000 SCHOLARSHIPS TO GRADUATING KEY CLUB MEMBERS WHO EXEMPLIFY THE SPIRIT OF KIWANIS THROUGH SERVICE AND 4 $4,000 SCHOLARSHIPS TO DESERVING FLAGLER COUNTY STUDENTS UNDER THE TERMS OF A BEQUEST. 253272 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 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 39 39 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 FL X ALEX RALICKI MSA 7722214508 1235 SE INDIAN STREET SUITE 102 STUART FL 34997 X F JAMES WYLIE JR PRESIDENT 1.00 X X 0 0 0 RICHARD LEYS PRESIDENT ELECT 1.00 X X 0 0 0 GWEN LEYS SECRETARY 1.00 X X 0 0 0 L GEORGE LEONARD TREASURER 1.00 X X 0 0 0 ALISON LAUER EXECUTIVE DIRECTOR 1.00 X X 0 0 0 JAMES MEYER SENIOR ADVISOR 1.00 X X 0 0 0 WINIFRED HOLLAND IPP PRESIDENT 1.00 X X 0 0 0 DAN BORBA VICE PRESIDENT 1.00 X X 0 0 0 ALLEN YERGOVICH EX-OFFICIO TRUSTEE DISTRICT GOVERNOR 1.00 X 0 0 0 MARY LYNN DESJARLAIS EX OFFICIO TRUSTEE GOVERNOR ELECT 1.00 X 0 0 0 HARVEY SMITH EX OFFICIO TRUSTEE VICE GOVERNOR 1.00 X 0 0 0 TODD SMITH TRUSTEE-AT-LARGE, PAST GOVERNOR 1.00 X 0 0 0 STEVE LEBLANC TRUSTEE-AT-LARGE, PAST GOVERNOR 1.00 X 0 0 0 GARY FRECHETTE TRUSTEE-AT-LARGE, PAST GOVERNOR 1.00 X 0 0 0 MELANIE WINTERNHEIMER EX OFFICIO TRUSTEE EXECUTIVE DIRECTOR 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 TOMMY MILLS 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 SHARON MOODY TRUSTEE 1.00 X 0 0 0 J KELLY CASEY TRUSTEE 1.00 X 0 0 0 ALEX RALICKI 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 KRIS GREENBERG TRUSTEE 1.00 X 0 0 0 DENNIS CANTLAY TRUSTEE 1.00 X 0 0 0 RICHARD BRYCE 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 0 0 0 0 0 0 0 0 32837 127351 160188 109250 109250 2440 32837 2440 0 269438 0 0 109250 X 170830 170830 35500 35500 26658 13329 13329 40500 20250 20250 1737 1737 691 691 2782 2782 BROKER FEES 8836 4418 4418 DEVELOPMENT EXPENSES 5367 5367 INVESTMENT EXPENSES 5116 2558 2558 PROGRAM EXPENSES 3605 3605 4017 4017 305639 253272 47000 5367 92451 31577 347063 19035 19035 0 0 2870903 3418414 453771 15085 3764188 3465076 0 7007 707303 127143 707303 134150 X 2146401 2023519 910484 1307407 3056885 3330926 3764188 3465076 X -36201 -143129 453371 X 0 1 X 1 0 X 129788 189237 161817 613665 127351 1221858 41327 32837 74164 47637 38026 31960 3000 120623 177425 227263 193777 657992 160188 1416645 0 0 0 1416645 96378 90403 83848 161709 109250 541588 96378 90403 83848 161709 109250 541588 273803 317666 277625 819701 269438 1958233 0.72340 0.42990 0.27660 0.22000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2601634 122764 348749 97000 18636 2957511 2590778 3250 171642 147000 17036 2601634 2384448 10610 251618 37000 18898 2590778 2200818 23614 220353 43000 17270 2384448 2004459 13250 316135 116500 16526 2200818 0.82000 0.00000 0.18000 0 0 19035 19035 0 0 BONDS 635477 F STOCKS 2053684 F CASH FUNDS 729253 F 3418414 FUNDS HELD FOR OTHERS 15085 PASS-THROUGH CONTRIBUTIONS 112058 127143 X 126309 -143129 -143129 269438 0 269438 305639 0 305639 0 305639 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, 2020. 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, 2020, 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, 2017 FOR ALL MAJOR TAX JURISDICTIONS. CARING CORNER 34627 32420 2207 2207 GOLF TOURNAMENT 650 417 233 233 35277 32837 2440 2440 2440 0 1 FLORIDA ASSOCIATION OF INFANT MENTAL HEALTH PO BOX 1182 RIVERVIEW FL 33568 593759909 5008 BOOK GOVERNOR'S KIDS PROJECT FLORIDA DISTRICT OF KEY CLUB 1205 W AIRPORT ROAD SANFORD FL 32773 460924437 20500 BOOK KEY CLUB SLP GRANT KIWANIS CLUB OF CITRUS CENTER - LAKELAND PO BOX 8954 LAKELAND FL 33813 592907041 10000 BOOK 2019/2020 CYCLE I GRANT KIWANIS CLUB OF MELBOURNE PO BOX 1234 MELBOURNE FL 32902 593549575 9500 BOOK 2019/2020 CYCLE II MATCHING GRANT KIWANIS CLUB OF SIESTA KEY PO BOX 5485 SARASOTA FL 34277 651140731 5000 BOOK 2018/2020 MATCHING GRANT KIWANIS CLUB OF STUART PO BOX 532 STUART FL 34995 592794313 10000 BOOK 2019/2020 CYCLE II MATCHING GRANT 6 0 SCHOLARSHIPS 24 35500 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. L GEORGE LEONARD L. GEORGE LEONARD IS THE FOUNDATION'S TREASURER FOR THE FISCAL YEAR. 15050 L. GEORGE LEONARD'S ACCOUNTING FIRM PROVIDED ACCOUNTING SERVICES TO THE FOUNDATION. 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD LEYS (PRESIDENT ELECT) 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. 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 20,250. MANAGEMENT AND GENERAL EXPENSES 20,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,500. FORM 990, PART XI, LINE 9: RECLASSIFICATION OF FUNDS HELD FOR SYAS TO RESTRICTED NET ASSETS 453,371.