2017-11-15T07:28:05-06:00 2016-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2016-01-01 263100887 ANNIKA FOUNDATION ANNI 4073851243 9685 LAKE NONA VILLAGE PLACE NO 205 ORLANDO FL 32827 ANGELA IACONE-RADAELLI TREASURER 4073851243 2017-11-13 1 JULIA W CHEVALIER CPA P01345044 5083669100 2017-11-10 64.238.141.162 2017-11-13 11:49:57 ES P 8913C8ECC70A034ABEA013A02448CAFD7E2E8D6C E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE 2016 2021-01-29 14:40:06Z J MICHAEL MCGEE 9685 LAKE NONA VILLAGE PLACE NO 205 ORLANDO FL 32827 673701 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. 7 7 1 100 4584 3584 82298 35221 583400 589790 36961 11135 0 0 702659 636146 0 0 0 0 78478 106731 0 0 5866 373285 642746 451763 749477 250896 -113331 993350 880475 18 474 993332 880001 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 178868 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. 458865 36000 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 REUNION RESORT IN ORLANDO, FLORIDA WITH EACH TEAM CONSISTING OF FIVE WOMEN COMPETING FOR A TEAM AND INDIVIDUAL TITLE. 1030 SHARE MY PASSION DAY THIS UNIQUE EVENT, HELD IN CONJUNCTION WITH LPGA*USGA GIRLS GOLF, ASKS GIRLS(AGE 6-12) LIVING IN THE STATE OF FLORIDA 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 TAUGHT BY ANNIKA'S TEAM OF WORLD-RENOWNED INSTRUCTORS 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. 4082 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) ANNIKA JUNIOR DAY IS HELD TO TEACH THE FUNDAMENTALS OF GOLF AND THE IMPORTANCE OF PROPER FITNESS AND NUTRITION TO UNDERPRIVILEGED CENTRAL FLORIDA KIDS. NEARLY 80 KIDS FROM THE FIRST TEE OF CENTRAL FLORIDA AND THE ORLANDO MINORITY YOUTH GOLF ASSOCIATION HAD THE OPPORTUNITY TO SPEND THE DAY LEARNING AND ENJOYING A HEALTHY LUNCH AND GOLF CLINIC WITH ANNIKA. THIS PROGRAM IS HELD IN MEMORY OF HOLLY BAXTER; (3) GENERAL EXPENSE ALLOCATION OF PAYROLL TO PROGRAM SERVICES; AND (4) GRANTS TO (A) AJGA - THE GOAL OF THE ACE GRANT PROGRAM IS TO GIVE TOP-FLIGHT GOLF OPPORTUNITIES TO YOUNG GOLFERS REGARDLESS OF FINANCIAL RESOURCES. THIS PROGRAM HELPS TO FULFILL THE AJGA'S MISSION OF DEVELOPING YOUNG MEN AND WOMEN WHO ASPIRE TO EARN COLLEGE GOLF SCHOLARSHIPS THROUGH COMPETITIVE JUNIOR GOLF; AND (B) LITTLE LINKSTERS ASSOCIATION - FOUNDED IN 2008, THE LITTLE LINKSTERS GOLF PROGRAM 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. 4082 642845 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 1 1 0 0 0 0 1 1 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X ANGELA IACONE-RADAELLI 4074055355 9685 LAKE NONA VILLAGE PLACE STE ORLANDO FL 32827 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 SHEILA C JOHNSON 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 0 0 0 0 0 0 0 0 35221 35221 ANNIKA INTERCOLLEGIATE 713990 396000 36000 360000 ANNIKA INVITATIONAL 713990 183790 4584 179206 SHARE MY PASSION DAY 713990 10000 10000 589790 12372 12372 36318 37555 -1237 -1237 -1237 636146 36000 4584 560341 X 86342 60439 21586 4317 3266 2286 817 163 7127 4815 1869 443 9996 6699 2648 649 18095 18095 4117 4117 1078 1078 294 294 1448 1448 2903 2903 500 500 5009 5009 PROGRAM EXPENSES 567906 567906 PUBLIC RELATIONS 23500 23500 SHARED LABOR REIMBURSEM 7997 7997 DUES AND FEES 4009 4009 5890 700 5190 749477 642845 100766 5866 671194 547413 4499 1999 0 2500 322156 330562 993350 880475 18 474 18 474 X 993332 880001 0 0 0 0 993332 880001 993350 880475 -113331 0 X 0 0 0 X 644808 584496 445475 615081 589011 2878871 33000 33000 36000 102000 644808 584496 478475 648081 625011 2980871 0 0 0 2980871 1003 12243 39718 36961 11135 101060 2374 2374 1003 12243 39718 39335 11135 103434 645811 596739 518193 687416 636146 3084305 0.96650 0.96390 0.03350 0.03610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4499 1999 2500 2500 MERRILL LYNCH MUTUAL FUNDS 330562 C 330562 PAYROLL LIABILITIES 474 474 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. 10492 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN EUROPE. 39017 LATIN AMERICA 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN LATIN AMERICA. 22846 0 0 0 0 0 0 72355 0 72355 0 0 0 0 0 0 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE ARE NOT PROVIDED OR USED OUTSIDE OF THE UNITED STATES. 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 12C 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 24E MARKETING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,553. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,553. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,637. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,637. UNRELATED BUSINESS INCOME TAX: PROGRAM SERVICE EXPENSES 700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 700.