2019-11-12T13:02:04-06:00 2018-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-01-01 263100887 ANNIKA FOUNDATION ANNI 4074055355 1257 WORCESTER RD NO 254 FRAMINGHAM MA 01701 ANGELA IACONE-RADAELLI TREASURER 4074055355 2019-11-11 1 THOMAS F MULDOON CPA P01561688 5083669100 2019-11-11 40.70.31.102 2019-11-11 10:40:52 ES P B30BAA1F64FA3B8F64370E107302C0928A9CC8D6 87AE54C884FF003181B05E7BF84F4C93A3EEF9A3 2018 2020-04-17 16:48:07Z J MICHAEL MCGEE 1257 WORCESTER RD NO 254 FRAMINGHAM MA 01701 1362832 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. 11 11 2 100 1581 581 489833 649588 618290 658996 41442 54248 0 0 1149565 1362832 0 30000 0 0 142403 176284 0 0 39206 553055 906950 695458 1113234 454107 249598 1360230 1445520 26122 180506 1334108 1265014 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 294165 30515 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, ARGENTINA AND NEW ZEALAND. 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. 427058 30000 41900 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. 11168 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. 149829 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) EAST PALESTINE CITY SCHOOLS - THE EAST PALESTINE CITY SCHOOLS PROVIDES A COMPREHENSIVE K-12 EDUCATION. IT IS FOCUSED ON BUILDING A FOUNDATION FOR LIFE-LONG LEARNING AND SUCCESS THROUGHOUT EACH STUDENT'S EDUCATIONAL CAREER, AND PROVIDES STUDENTS WITH A VARIETY OF EDUCATIONAL PROGRAMS, CLUBS, ATHLETICS, AND CO-CURRICULAR ACTIVITIES SO THAT ALL STUDENTS CAN DEMONSTRATE SUCCESS; (C) SOLHEIM CUP - THE SOLHEIM CUP IS A BIENNIAL GOLF TOURNAMENT FOR PROFESSIONAL WOMEN GOLFERS CONTESTED BY TEAMS REPRESENTING EUROPE AND THE UNITED STATES; (D) 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); (E) LPGA FOUNDATION - ESTABLISHED IN 1991, THE LPGA FOUNDATION EMPOWERS AND SUPPORT GIRLS AND WOMEN THROUGH DEVELOPMENTAL AND HUMANITARIAN GOLF INITIATIVES; (F) FGTA, LLC - FOUNDED IN 2007, FGTA LLC IS A GOLF CLUB LOCATED IN DAYTONA BEACH, FL. 149829 882220 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 8 0 1 2 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 CA NJ X ANGELA IACONE-RADAELLI 4074055355 1257 WORCESTER RD 254 FRAMINGHAM MA 01701 X DANIEL DUTTON DIRECTOR 1.00 X 0 0 0 JAY BRENNAN CHAIR/DIRECTOR 1.00 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 ANGELA IACONE-RADAELLI TREASURER 5.00 X 0 0 0 MICHAEL SHEETZ SECRETARY 1.00 X 0 0 0 CASEY CEMAN GLOBAL GOLF DIRECTOR 40.00 X 110656 0 4177 110656 0 4177 1 0 0 0 1 649588 649588 ANNIKA INTERCOLLEGIATE 713990 391900 41900 350000 ANNIKA INVITATIONAL 713990 267096 30515 1581 235000 658996 54248 54248 1362832 72415 1581 639248 X 30000 30000 147457 92966 34491 20000 17275 9976 4224 3075 11552 7261 2707 1584 90 90 31662 31662 9208 9208 147160 64468 81732 960 262214 262214 11772 4011 5674 2087 83164 82682 381 101 1524 1524 8541 8541 PROGRAM EXPENSES 312534 312534 SUPPLIES 23160 13573 8880 707 MISCELLANEOUS 15921 2535 2694 10692 1113234 882220 191808 39206 562334 345951 11937 15713 7650 3303 6074 4347 791822 1067572 1360230 1445520 70506 110000 26122 0 26122 180506 X 1334108 1265014 1334108 1265014 1360230 1445520 X 249598 -97750 -220942 X X 0 1 X 1 0 X 445475 615081 589011 489833 639588 2778988 33000 33000 36000 618290 668996 1389286 478475 648081 625011 1108123 1308584 4168274 0 512334 547684 1060018 512334 547684 1060018 3108256 39718 36961 11135 25196 54248 167258 2374 2374 39718 39335 11135 25196 54248 169632 518193 687416 636146 1133319 1362832 4337906 0.71650 0.82080 0.03910 0.03570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7650 3303 4347 4347 MERRILL LYNCH MUTUAL FUNDS 1067572 F 1067572 X 1255874 -97750 -97750 1353624 9208 9208 1362832 1104026 0 1104026 9208 9208 1113234 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, 2018. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN ASIA. 51746 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN EUROPE. 52026 LATIN AMERICA 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN LATIN AMERICA. 83147 0 1 0 0 0 1 186919 0 186919 0 0 0 0 0 0 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE ARE NOT PROVIDED OR USED OUTSIDE OF THE UNITED STATES. 1 THE FALDO TRUST FOR TOMORROWS CHILDREN INC CITADEL I BUILDING 5850 TG LEE BOULEVARD SUITE 435 ORLANDO FL 32822 462793921 501(C)3 25000 DONATION OF SUPPORT TO THE FALDO FOUNDATION. AMERICAN JUNIOR GOLF FOUNDATION 1980 SPORTS CLUB DRIVE BRASELTON GA 30517 581447686 501(C)3 5000 TO FUND A PROGRAM IN THE FOUNDATION'S NAME. 2 FORM 990, PART VI, SECTION A, LINE 2 JERRY MICHAEL MCGEE AND ANNIKA SORENSTAM ARE DIRECTORS WHO ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ARE GIVEN AUTHORITY TO ACT ON BEHALF OF THE BOARD. 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 ANY DIRECTOR OR OFFICER MUST DISCLOSE A CONFLICT OF INTEREST (1) PRIOR TO VOTING ON ANY MATTER INVOLVING A CONFLICT OF INTEREST, (2) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING A CONFLICT, (3) AS SOON AS POSSIBLE AFTER THE DIRECTOR OR OFFICER LEARNS OF THE CONFLICT, AND (4) ON THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. TO ENFORCE THIS POLICY, THE SECRETARY OF THE ORGANIZATION DISTRIBUTES ANNUALLY TO ALL DIRECTORS AND OFFICERS A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST. THE ANNUAL CONLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED EACH YEAR TO ENSURE THAT THE ORGANIZATION IS IN COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. 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 IX, LINE 11G DONOR SOFTWARE ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,082. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,082. PAYROLL ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 948. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,871. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,871. DOMESTIC REPRESENTATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,369. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,369. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 64,468. MANAGEMENT AND GENERAL EXPENSES 54,462. FUNDRAISING EXPENSES 960. TOTAL EXPENSES 119,890. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT -220,942. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.