2015-11-16T15:06:55-06:00 2014-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-01-01 263100887 ANNIKA FOUNDATION ANNI 4073851243 9685 LAKE NONA VILLAGE PLACE NO 205 ORLANDO FL 32827 ANGELA IACONE-RADAELLI TREASURER 4073851243 2015-11-16 1 JULIA W CHEVALIER P01345044 5083669100 2015-11-09 2014 2016-04-25 22:37:26Z J MICHAEL MCGEE 9685 LAKE NONA VILLAGE PLACE NO 205 ORLANDO FL 32827 522892 0 X ANNIKAFOUNDATION.ORG X 2008 FL TO TEACH CHILDREN THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION AND OFFER ASPIRING JUNIOR GOLFERS OPPORTUNITIES TO PURSUE THEIR DREAMS. 8 8 1 25 0 0 252815 204243 331681 274232 12243 39718 0 0 596739 518193 89598 19228 0 0 84005 82124 0 0 8213 125412 383516 299015 484868 297724 33325 709371 743281 260 845 709111 742436 X TO TEACH CHILDREN THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION AND OFFER ASPIRING JUNIOR GOLFERS OPPORTUNITIES TO PURSUE THEIR DREAMS. 0 0 125047 96232 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 AND CHINA. 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. 206426 163000 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. 2324 15000 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 90 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. 69008 19228 0 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 AND THAT HER TEAM TEACHES AT THE ANNIKA ACADEMY. 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; AND (3) 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; (B) UCF FOUNDATION - FOUNDED IN 1969, THE UCF FOUNDATION, INC., IS A 501(C)(3) NONPROFIT ORGANIZATION WITH A MISSION TO ENCOURAGE, STEWARD AND CELEBRATE CHARITABLE CONTRIBUTIONS FROM ALUMNI AND FRIENDS TO SUPPORT THE UNIVERSITY OF CENTRAL FLORIDA; (C) JOG-A-THON - FUNDS ASSIST TO FUND ITS PHYSICAL EDUCATION (PE) PROGRAM; AND (D) KATE & JUSTIN ROSE FOUNDATION - THE FOUNDATION INSPIRES CHILDREN FROM THE INSIDE OUT, THROUGH NUTRITION, EDUCATION AND EXPERIENCES. 69008 19228 0 402805 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 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 2 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 X 8 8 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 10.00 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 204243 204243 ANNIKA INTERCOLLEGIATE 713990 163000 163000 ANNIKA INVITATIONAL 713990 96232 96232 ANNIKA JUNIOR DAY 713990 15000 15000 274232 17007 17007 27410 4699 22711 22711 22711 518193 274232 0 39718 19228 19228 69375 41625 20813 6937 2572 1543 771 258 4870 2922 1461 487 5307 3184 1592 531 6382 6382 4518 4518 4370 4370 3024 3024 2763 2763 1061 1061 1104 1104 900 900 4885 4885 PROGRAM EXPENSES 334303 334303 PUBLIC RELATIONS 18000 18000 DUES AND FEES 1971 1971 MISCELLANEOUS 219 219 16 16 484868 402805 73850 8213 454453 452209 128 1499 900 0 599 254918 290345 709371 743281 260 845 260 845 X 709111 742436 0 0 0 0 709111 742436 709371 743281 33325 0 X 0 0 0 X 701893 327163 511308 298496 204243 2043103 701893 327163 511308 298496 204243 2043103 468011 1575092 2576 11311 1003 12243 39718 66851 2109954 813650 0.74650 0.82610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1499 900 599 599 MERRILL LYNCH MUTUAL FUNDS 290345 C 290345 PAYROLL LIABILITIES 845 845 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN ASIA. 14951 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN EUROPE. 33264 0 0 0 0 0 0 48215 0 48215 0 0 0 0 0 0 1 AMERICAN JUNIOR GOLF ASSOCIATION 1980 SPORTS CLUB DR BRASELTON GA 30517 581433914 10000 SEE SUPPLEMENTAL EXPLANATION 1 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS IN THE UNITED STATES BY PREPARING A LINE-BY-LINE ITEMIZED BUDGET LISTING HOW THE GRANT FUNDS WILL BE EXPENDED. THE FOUNDATION WILL EXPEND THE GRANT FUNDS AS SPECIFICALLY ITEMIZED LINE-BY-LINE IN THE BUDGET OR THAT ANY DEVIATION FROM THE LINE-BY-LINE ITEMIZED BUDGET WILL NOT EXCEED $10,000.00 IN TOTAL. THE FOUNDATION MUST APPROVE TRANSFERS WITHIN LINES OF THE BUDGET IN EXCESS OF $10,000.00. BOOKS AND RECORDS ARE MAINTAINED IN SUCH A MANNER THAT THE RECEIPTS AND EXPENDITURES OF THE GRANT FUNDS ARE SHOWN SEPARATELY ON SUCH BOOKS AND RECORDS IN AN EASY TO UNDERSTAND FORMAT. SCHEDULE I, PART II, LINE 1H 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. 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 11 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 WITHIN SEVEN DAYS OF RECEIPT OF THE RETURN. AFTER THE SEVEN-DAY PERIOD FOR REVIEW, THE TAX PREPARER WILL FINALIZE THE RETURN 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.