2016-02-04T09:03:30-06:00 2015-09-30 341818258 MEADEN & MOORE LTD 2363 EAGLE PASS SUITE A WOOSTER OH 446915344 990 2014-10-01 311072405 OHIO DISTRICT KIWANIS FOUNDATION INC OHIO 6147640538 PO BOX 668 CIRCLEVILLE OH 43113 TRAVIS HUMPHREY TREASURER 6147640538 2016-01-19 1 KAREN B COONEY P00285983 3302647307 2016-01-19 2014 2016-04-25 22:37:26Z X TRAVIS HUMPHREY PO BOX 668 CIRCLEVILLE OH 43113 153448 0 X HTTP://ODKF.ORG X 1982 OH THE FOUNDATION RAISES, MANAGES AND DISTRIBUTES FUNDS TO SUPPORT PROGRAMS OF OHIO DISTRICT KIWANIS FAMILY ORGANIZATIONS FOR THE IMPROVEMENT OF INDIVIDUAL LIVES. 16 16 0 40 0 0 46889 57366 0 0 53291 31223 6769 5431 106949 94020 39690 28410 0 0 0 0 0 0 2163 17727 22098 57417 50508 49532 43512 1235284 1247031 421785 433148 813499 813883 X THE MISSION OF THE OHIO DISTRICT KIWANIS FOUNDATION IS TO RAISE, MANAGE, AND DISTRIBUTE FUNDS TO SUPPORT PROGRAMS OF OHIO DISTRICT KIWANIS FAMILY ORGANIZATIONS FOR THE IMPROVEMENT OF LIVES OF INDIVIDUALS. THE FOCUS WILL BE FUNDRAISING AND PROJECT SUPPORT OF PEDIATRIC TRAUMA, INCLUDING PREVENTION, EDUCATION, AND TREATMENT. 0 0 28410 28410 PROVIDED 13 GRANTS AND 2 SCHOLARSHIPS TO SUPPORT SAFETY, GOOD HEALTH, EDUCATION OF YOUNG CHILDREN AND PREVENTION EDUCATION AND TREATMENT OF PEDIATRIC TRAUMA. 28410 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X X TRAVIS HUMPHREY 6147640538 PO BOX 668 CIRCLEVILLE OH 43113 X KATHRYN KARPUS PRESIDENT 2.00 X X 0 0 0 VEE REIFSNYDER VICE-PRESIDENT 2.00 X X 0 0 0 ROSALIE BEERS BOARD MEMBER 2.00 X 0 0 0 DICK BRULOTTE BOARD MEMBER 2.00 X 0 0 0 TED CLUTTER BOARD MEMBER 2.00 X 0 0 0 PAM COLLINS BOARD MEMBER 2.00 X 0 0 0 TIM CORNELIUS BOARD MEMBER 2.00 X 0 0 0 DOUGLAS HUTH BOARD MEMBER 2.00 X 0 0 0 DAVE KUHN BOARD MEMBER 2.00 X 0 0 0 FAITH LEVINE BOARD MEMBER 2.00 X 0 0 0 SAM MALIK BOARD MEMBER 2.00 X 0 0 0 TYLER MILBURN BOARD MEMBER 2.00 X 0 0 0 JOHN MILLAR BOARD MEMBER 2.00 X 0 0 0 RALPH NOLFI BOARD MEMBER 2.00 X 0 0 0 KATIE RENNARD BOARD MEMBER 2.00 X 0 0 0 TERRY SWAUGER BOARD MEMBER 2.00 X 0 0 0 ALAN PENN EXECUTIVE DIRECTOR 4.00 X 0 0 0 JEAN FORBES SECRETARY/TREASURER (PAST) 10.00 X 0 0 0 TRAVIS HUMPHREY TREASURER - 10/3/2015 - CURRENT 10.00 X 0 0 0 KAREN HAGERMAN SECRETARY (12/1/15 - CURRENT) 4.00 X 0 0 0 0 0 0 0 0 0 0 0 5250 52116 57366 35478 35478 37280 41535 -4255 -4255 -4255 18870 5250 17893 977 977 CLUB ADVISED FUND FEES 900099 4454 4454 4454 94020 4454 0 32200 26410 26410 2000 2000 5800 5800 5952 5952 3640 3640 425 425 248 248 171 171 68 68 MISCELLANEOUS EXPENSE 3631 3631 OTHER PROMOTION/FUNDRAI 2163 2163 50508 28410 19935 2163 8706 7731 28285 81920 897 364 2458 1916 713 542 1192676 1152426 4007 4048 1235284 1247031 900 2179 420885 430969 421785 433148 X 789868 781918 23631 31965 813499 813883 1235284 1247031 43512 -43128 0 X 1 X 0 1 0 X 45136 49871 51080 46889 57366 250342 45136 49871 51080 46889 57366 250342 2384 247958 20785 23438 22498 28246 35478 130445 380787 0.65120 0.67610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 91816 64705 427094 1 1 813499 80690 -11905 28410 20056 19935 813883 749413 72940 67845 39690 21075 15934 813499 693514 75036 62538 44395 21856 15424 749413 602799 78540 80354 30448 22296 15435 693514 606061 74660 -1245 33200 27138 16339 602799 0.96100 0.03900 0 0 2458 1916 542 542 CLUB ADVISED FUNDS 427094 ASSETS HELD FOR OTHERS 3875 430969 X PART V, LINE 4: USE OF ENDOWMENT FUNDS: THE OHIO DISTRICT KIWANIS FOUNDATION INTENDS TO USE ENDOWMENT FUNDS FOR GRANTS AND OPERATING EXPENDITURES TO FURTHER THE MISSION OF THE ORGANIZATION, IN ACCORDANCE WITH THE SPENDING POLICY ADOPTED BY THE BOARD OF DIRECTORS. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - UNCERTAIN TAX POSITIONS: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN CERTAIN TAX POSITIONS THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THE FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES ACCRUED, IF ANY, RELATED TO UNRECOGNIZED TAX UNCERTAINTIES IN INCOME TAX EXPENSE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES TAX RETURNS IN THE UNITED STATES AND IS SUBJECT TO TAX EXAMINATIONS FOR ITS U.S. FEDERAL INCOME TAXES FOR THE PRECEDING THREE FISCAL YEARS AND, IN GENERAL, IS SUBJECT TO STATE TAX EXAMINATIONS FOR THE PRECEDING THREE TO FOUR YEARS. GOLF OUTING 24120 5250 18870 3915 8171 5428 379 24120 5250 18870 3915 8171 5428 379 17893 977 1 KIWANIS INTERNATIONAL FOUNDATION 3636 WOODVIEW TRACE INDIANAPOLIS IN 46268 366072039 501(C)(3) 16513 ELIMINATE PROJECT & CENTENNIAL AWARD FOR NAMED RECIPIENT AMERICAN LUNG ASSOCIATION (FROM CLUB ADVISED FUND) 6100 ROCKSIDE WOODS BLVD INDEPENDENCE OH 44131 314379531 501(C)(3) 9000 TO SUPPORT CHARITABLE ACTIVITIES OF THE AMERICAN LUNG ASSOCIATION MIDLAND GROVE CITY LITTLE LEAGUE (FROM CLUB ADVISED FUND) 4287 BROADWAY GROVE CITY OH 43123 461785579 501(C)(3) 6604 SUPPORT FOR CONSTRUCTION OF AN ATHLETIC FIELD PART I, LINE 2: PROCESS FOR GRANTS & SCHOLARSHIPS: APPLICATIONS FOR GRANTS AND SCHOLARSHIPS ARE REVIEWED BY A COMMITTEE OF THE BOARD. APPROVAL IS MADE BY THE ENTIRE BOARD AT THE DECEMBER, MAY AND AUGUST MEETINGS. CHECKS ARE ISSUED BY THE TREASURER. RECIPIENTS OF THE GRANTS PROVIDE NOTIFICATION OF RECEIPT OF THE CHECK, DOCUMENTATION OF EXPENDITURES FOR THE GRANT PROJECT AND A SUMMARY OF ACTIVITIES. UNUSED FUNDS ARE RETURNED TO THE FOUNDATION. IN 2015, $13,254 OF THE GRANTS PAID TO THE KIWANIS INTERNATIONAL FOUNDATION WERE PAID FROM CLUB ADVISED FUNDS. PART III NOTE THAT 12 SCHOLARSHIPS WERE MADE DURING THE YEAR FROM DONOR ADVISED FUNDS TOTALING $15,300 TO 12 RECIPIENTS. ANOTHER $2,000 OF SCHOLARSHIPS WERE PAID DIRECTLY FROM THE FOUNDATION TO 2 RECIPIENTS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE FOUNDATION SHALL BE LIMITED TO, AND SHALL CONSIST OF ALL THE ACTIVE AND SENIOR MEMBERS IN GOOD STANDING OF THE CHARTERED KIWANIS CLUBS OF THE OHIO DISTRICT OF KIWANIS INTERNATIONAL. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTED DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF MEMBERS FROM AMONG THE CANDIDATES NOMINATED IN ACCORDANCE WITH ARTICLE VI, SECTION 2 OF THE BYLAWS. THE OFFICERS OF THE FOUNDATION SHALL BE A PRESIDENT, VICE PRESIDENT, A SECRETARY AND A TREASURER. THE OFFICERS SHALL BE ELECTED ANNUALLY AT THE ANNUAL BOARD MEETING BY PLURALITY OF THE VOTES CAST. FORM 990, PART VI, SECTION A, LINE 7B THE ADMINISTRATION OF THE FOUNDATION IS AND SHALL BE ENTRUSTED TO THE BOARD OF DIRECTORS . THE FOUNDATION BOARD SHALL DEFINE THE POLICIES AND SHALL HAVE FULL ADMINISTRATIVE AUTHORITY IN ALL MATTERS. FORM 990, PART VI, SECTION B, LINE 11 PROCESS USED TO REVIEW THE FORM 990: A COPY OF THE FEDERAL FORM 990, AS ULTIMATELY FILED WITH THE IRS, IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY. THE FORM IS REVIEWED AND ACCEPTED AT A BOARD MEETING BEFORE FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION PROVIDES ALL OFFICERS AND DIRECTORS WITH A COPY OF THE CONFLICT OF INTEREST POLICY ALONG WITH AN ANNUAL DISCLOSURE FORM THAT MUST BE COMPLETED AND SIGNED. EACH MEMBER IS REQUIRED TO DISCLOSE ANY CONFLICTS THAT MAY EXIST. MEMBERS DISCLOSING A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE DISCUSSION OR VOTING ACTIONS IN REGARDS TO SPECIFIED INTEREST. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICER OR DIRECTOR SHALL BE EMPLOYED BY THE BOARD NOR COMPENSATED BY THE FOUNDATION IN ANY WAY OTHER THAN BY REIMBURSEMENT OF AUTHORIZED EXPENSES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: THE ORGANIZATION'S CURRENT GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AND CURRENT FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.