2020-10-23T07:34:24-05:00 2019-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2019-01-01 263100887 ANNIKA FOUNDATION ANNI 4074055355 1257 WORCESTER RD NO 254 FRAMINGHAM MA 01701 ANGELA IACONE-RADAELLI TREASURER 4074055355 2020-10-22 1 THOMAS F MULDOON CPA P01561688 5083669100 2020-10-22 40.70.31.102 2020-10-22 11:35:39 ED P 2DDD31951ED2AB8CB25029F66ABAED5153B45454 87AE54C884FF003181B05E7BF84F4C93A3EEF9A3 2019 2021-01-29 14:40:06Z J MICHAEL MCGEE 1257 WORCESTER RD NO 254 FRAMINGHAM MA 01701 865016 0 X ANNIKAFOUNDATION.ORG X 2008 FL THE ANNIKA FOUNDATION PROVIDES OPPORTUNITIES IN WOMEN'S GOLF AT THE JUNIOR, COLLEGIATE AND PROFESSIONAL LEVELS WHILE TEACHING YOUNG PEOPLE THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION. 13 13 2 150 4456 3456 649588 502996 658996 305259 54248 56761 0 0 1362832 865016 30000 5000 0 0 176284 195152 0 0 17802 906950 583344 1113234 783496 249598 81520 1445520 1605021 180506 69646 1265014 1535375 X THE ANNIKA FOUNDATION PROVIDES OPPORTUNITIES IN WOMEN'S GOLF AT THE JUNIOR, COLLEGIATE AND PROFESSIONAL LEVELS WHILE TEACHING YOUNG PEOPLE THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION. 0 0 252942 32915 ANNIKA INVITATIONAL SERIES OFFERS A UNIQUE GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS. THE EVENTS ARE HELD IN THE UNITED STATES, SWEDEN, CHINA AND ARGENTINA. THE PURPOSE OF THE TOURNAMENTS IS NOT ONLY TO PROVIDE JUNIOR PLAYERS WITH THE OPPORTUNITY TO COMPETE AGAINST WORLD CLASS COMPETITION BUT ALSO TO EDUCATE THEM ABOUT THE OFF-COURSE ELEMENTS OF PLAYING COLLEGIATE AND PROFESSIONAL GOLF, SUCH AS MEDIA TRAINING AND THE IMPORTANCE OF HEALTH AND NUTRITION. 99061 5000 37888 THE ANNIKA INTERCOLLEGIATE IS A 54-HOLE STROKE PLAY GOLF TOURNAMENT FEATURING 12 OF THE TOP DIVISION I WOMEN'S COLLEGE TEAMS IN THE UNITED STATES. THE EVENT IS HELD AT ROYAL GOLF CLUB IN LAKE ELMO, MINNESOTA WITH EACH TEAM CONSISTING OF FIVE WOMEN COMPETING FOR A TEAM AND INDIVIDUAL TITLE. 17882 SHARE MY PASSION DAY THIS UNIQUE EVENT, HELD IN CONJUNCTION WITH LPGA*USGA GIRLS GOLF, ASKS GIRLS(AGE 6-12) TO WRITE AN OPEN LETTER TO OTHER GIRLS THEIR AGE TELLING THEM WHY THEY LOVE THE GAME OF GOLF. OF THE LETTERS SUBMITTED, 30 FINALISTS WERE CHOSEN BY ANNIKA AND THE COMMITTEE TO ATTEND THE INSPIRATIONAL CLINIC. THE DAY BEGAN WITH EACH OF THE FOUR GROUPS ROTATING THROUGH STATIONS COVERING THE FUNDAMENTALS DRIVING, PUTTING AND THE IMPORTANCE OF FITNESS. FOLLOWING THE MORNING STATIONS, THE GIRLS WERE TREATED TO A HEALTHY LUNCH WHILE HAVING SOME FUN WITH THEIR NEW FRIENDS AT A PHOTO BOOTH. FOLLOWING LUNCH, ANNIKA PUT ON A CLINIC FOR THE GIRLS AND THEIR GUESTS WHICH COVERED EVERYTHING FROM PRE-ROUND WARMUPS TO SHOT EXECUTION. DURING THE CLINIC, ANNIKA FIELDED MANY QUESTIONS FROM THE GIRLS AND WAS ABLE TO SHARE HER PASSION AND INSIGHTS WITH THE NEXT GENERATION. 225158 OTHER PROGRAM SERVICES INCLUDES (1) ANNIKA CUP - CREATED IN 2007, THE ANNIKA CUP IS AN ANNUAL MATCH PLAY COMPETITION FOR 12 OF THE TOP FEMALE AMATEUR GIRLS IN SWEDEN. THE TOURNAMENT INTEGRATES TRAINING WITH A COMPETITION ELEMENT. IT INTRODUCES DRILLS AND TECHNIQUES ANNIKA USES. THE GIRLS ARE ALSO SPLIT INTO TWO TEAMS OF SIX TO COMPETE AGAINST EACH OTHER IN SINGLES MATCH PLAY. ON THE LAST DAY OF THE EVENT, ANNIKA CONDUCTS A CLINIC FOR THE GIRLS, HOSTS A Q&A SESSION AND THEN SITS DOWN WITH THEM FOR LUNCH; (2) GENERAL EXPENSE ALLOCATION OF PAYROLL TO PROGRAM SERVICES; (3) DONATIONS AND GRANTS OF $8,750 TO (A) LITTLE LINKSTERS ASSOCIATION - FOUNDED IN 2008, THE LITTLE LINKSTERS GOLF PROGRAM IS A 501(C)(3) NONPROFIT ORGANIZATION THAT HAS BROUGHT THE GAME OF GOLF TO A TYPICALLY NON-TRADITIONAL SECT OF THE GOLFING POPULATOIN; THE "PEE-WEE" GOLFER (AGES 3-8). THE LITTLE LINKSTERS GOLF PROGRAM IS A GREAT INTRODUCTION TO THE GAME OF GOLF FOR ALL CHILDREN IN THIS AGE GROUP;(B) FIRST TEE - THE FIRST TEE IS A YOUTH SPORTS ORGANIZATION THAT INTRODUCES KIDS TO THE GAME OF GOLF AND ITS INHERENT VALUES. IT'S TRANSFORMING THE WAY KIDS AND FAMILIES EXPERIENCE THE GAME. THE PROGRAMS ARE DELIVERED AT GOLF COURSES, IN ELEMENTARY SCHOOLS (THE FIRST TEE NATIONAL SCHOOL PROGRAM) AND AT YOUTH CENTERS (THE FIRST TEE DRIVE); (C) LPGA FOUNDATION - ESTABLISHED IN 1991, THE LPGA FOUNDATION EMPOWERS AND SUPPORT GIRLS AND WOMEN THROUGH DEVELOPMENTAL AND HUMANITARIAN GOLF INITIATIVES; 225158 595043 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 2 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 CA NV MD FL MN NJ X ANGELA IACONE-RADAELLI 4074055355 1257 WORCESTER RD 254 FRAMINGHAM MA 01701 DANIEL DUTTON DIRECTOR 1.00 X 0 0 0 JAY BRENNAN CHAIR/DIRECTOR 1.00 X X 0 0 0 CHARLES MECHEM DIRECTOR 1.00 X 0 0 0 ANNIKA SORENSTAM DIRECTOR 1.00 X 0 0 0 JERRY MICHAEL MCGEE PRESIDENT/DIRECTOR 15.00 X X 0 0 0 TOM RIDGE DIRECTOR 1.00 X 0 0 0 DAVID BOCKORNY DIRECTOR 1.00 X 0 0 0 ANNE BROHOLM DIRECTOR 1.00 X 0 0 0 SUZY WHALEY DIRECTOR 1.00 X 0 0 0 JIM NUGENT DIRECTOR 1.00 X 0 0 0 BARRY HYDE DIRECTOR 1.00 X 0 0 0 JAY EPSTIEN DIRECTOR 1.00 X 0 0 0 ROBERTA BOWMAN DIRECTOR 1.00 X 0 0 0 ANGELA IACONE-RADAELLI TREASURER 5.00 X 0 0 0 MICHAEL SHEETZ SECRETARY 1.00 X 0 0 0 CASEY CEMAN CHIEF OPERATING OFFICER 40.00 X 110411 0 11163 110411 0 11163 1 0 0 0 0 502996 502996 ANNIKA INVITATIONAL 713990 199259 32915 1344 165000 ANNIKA INTERCOLLEGIATE 713990 96000 37888 3112 55000 SHARE MY PASSION 713990 10000 10000 305259 56761 56761 865016 70803 4456 286761 5000 5000 121574 85102 24314 12158 53100 42480 7965 2655 2124 1699 319 106 5844 4675 877 292 12510 9163 2299 1048 40000 40000 9473 9473 73884 11500 62384 71310 71310 15503 5256 8704 1543 4299 4299 1525 1525 8100 8100 PROGRAM EXPENSES 358735 358735 MISCELLANEOUS 515 123 392 783496 595043 170651 17802 345951 224718 50000 11937 25000 15713 1817 6151 3329 4347 2822 1067572 1300664 1445520 1605021 70506 44646 110000 25000 180506 69646 X 1265014 1535375 1265014 1535375 1445520 1605021 81520 188841 0 X X 0 1 X 1 0 X 615081 589011 489833 639588 502996 2836509 33000 36000 618290 668996 305259 1661545 648081 625011 1108123 1308584 808255 4498054 0 512334 547684 210480 1270498 512334 547684 210480 1270498 3227556 36961 11135 25196 54248 56761 184301 2374 2374 39335 11135 25196 54248 56761 186675 687416 636146 1133319 1362832 865016 4684729 0.68900 0.71650 0.03980 0.03910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6151 3329 2822 2822 MERRILL LYNCH MUTUAL FUNDS 1300664 F 1300664 X 1044384 188841 188841 855543 9473 9473 865016 774023 0 774023 9473 9473 783496 PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2019. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 MISSION HILL 2019 (DONGGUAN, CHINA) 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN ASIA. 15882 EUROPE 2019 (HELSINGBORG, SWEDEN, INCLUDES ANNIKA CUP) 0 1 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN EUROPE. 55409 LATIN AMERICA ( MONTEVIDEO, URUGUAY) 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN LATIN AMERICA. 70859 0 1 0 0 0 1 142150 0 142150 0 0 0 0 0 0 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE ARE NOT PROVIDED OR USED OUTSIDE OF THE UNITED STATES. PART III ACCOUNTING METHOD: 1 AMERICAN JUNIOR GOLF FOUNDATION 1980 SPORTS CLUB DRIVE BRASELTON GA 30517 581447686 501(C)3 5000 TO FUND A FOUNDATION'S PROGRAM. 1 FORM 990, PART VI, SECTION A, LINE 2 JERRY MICHAEL MCGEE AND ANNIKA SORENSTAM ARE DIRECTORS WHO ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FORWARDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. IF THE BOARD MEMBER HAS ANY QUESTIONS OR CONCERNS, THEY ARE INSTRUCTED TO CONTACT THE TREASURER. THE TAX PREPARER WILL FINALIZE THE RETURN AFTER QUESTIONS ARE ADDRESSED AND SEND IT TO THE TREASURER. UPON FINAL REVIEW IT WILL BE SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 A DIRECTOR OR OFFICER SHALL DISCLOSE A CONFLICT OF INTEREST (A) PRIOR TO VOTING ON OR OTHERWISE DISCHARGING HIS DUTIES WITH RESPECT TO ANY MATTER INVOLVING THE CONFLICT WHICH COMES BEFORE THE BOARD OR ANY COMMITTEE; (B) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING THE CONFLICT; (C) AS SOON AS POSSIBLE AFTER THE DIRECTOR OR OFFICER LEARNS OF THE CONFLICT; AND (D) ON THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE SECRETARY OF THE CORPORATION SHALL DISTRIBUTE ANNUALLY TO ALL DIRECTORS AND OFFICERS, A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION FOR APPROVAL. THE SECRETARY OF THE CORPORATION HAS NOT SIGNED THE CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 AT THE COMPLETION OF EACH FISCAL YEAR, TOP OFFICIALS OF THE ANNIKA FOUNDATION PREPARE A DETAILED REVIEW OF THE PRIOR YEAR'S PROGRAMMING RESULTS AND FINANCIAL PERFORMANCE WHICH IS SUBMITTED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT. COMPENSATION ADJUSTMENTS, IF ANY, ARE DETERMINED BY A CONSENSUS AND RESOLUTION OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FORM PRIOR YEAR.