2025-11-04T13:25:38-06:00 2024-12-31 611495162 MAI CAPITAL MANAGEMENT LLC 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 990 2024-01-01 341847687 TURN 2 FOUNDATION INC TURN 2169204800 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 SHARLEE JETER PRESIDENT 2169204800 2025-11-03 1 0 HEIDI R COYLE P01709149 2169204800 2024 2025-03-06 01:10:19Z SHARLEE JETER C/O MAI 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 3440522 0 X TURN2FOUNDATION.ORG X 1996 FL TO CREATE AND SUPPORT SIGNATURE PROGRAMS AND ACTIVITIES THAT MOTIVATE YOUNG PEOPLE TO TURN AWAY FROM DRUGS AND ALCOHOL AND "TURN 2" HEALTHY LIFESTYLES. THROUGH THESE VENTURES, THE FOUNDATION STRIVES TO CREATE OUTLETS TO PROMOTE & REWARD ACADEMIC EXCELLENCE, LEADERSHIP DEVELOPMENT & POSITIVE BEHAVIOR. 8 3 7 40 0 0 3563455 2311694 0 0 973660 16715 -380911 -934297 4156204 1394112 444180 225000 0 0 780112 745592 0 0 51768 1404913 1159008 2629205 2129600 1526999 -735488 1531742 541900 319797 68252 1211945 473648 X SEE SCHEDULE O 0 0 269445 SPONSOR JETER'S LEADERS LEADERSHIP SUMMIT HELD IN WASHINGTON, DC THAT RECOGNIZES STUDENTS FOR THEIR ACADEMIC ACHIEVEMENT, EXTRACURRICULAR ACTIVITIES, & COMMUNITY SERVICE 235944 SPONSOR JETER'S LEADERS PROGRAMS IN THE NEW YORK CITY AREA AND KALAMAZOO AREA THAT RECOGNIZE STUDENTS FOR THEIR ACADEMIC ACHIEVEMENT, EXTRACURRICULAR ACTIVITIES, & COMMUNITY SERVICE 225000 225000 SPONSOR GRANTS AND SCHOLARSHIPS FOR PROGRAMS THAT ENCOURAGE AND SUPPORT STUDENTS WHO ACHIEVE ACADEMICALLY, DISPLAY POSITIVE BEHAVIOR, LEAD HEALTHY LIFESTYLES, AND PARTICIPATE IN COMMUNITY ACTIVITIES. 838547 OTHER CHARITABLE PROGRAMS 838547 1568936 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 3 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 FL MI NJ NY OH X KIM WILSON 2169204800 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 X DEREK S JETER CHAIRMAN, DIRECTOR 1.00 X X 0 0 0 SANDERSON CHARLES JETER VICE CHAIRMAN, DIRECTOR 1.00 X X 0 0 0 DOROTHY JETER TREASURER, DIRECTOR 1.00 X X 0 0 0 SHARLEE JETER PRESIDENT/SECRETARY, DIREC 20.00 X X 0 0 0 NNEKA FRYE DIRECTOR 1.00 X 0 0 0 HANNAH JETER DIRECTOR 1.00 X 0 0 0 KIMBERLY BARR DIRECTOR 1.00 X 0 0 0 GEOFF WALKER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1161254 1150440 228153 2311694 12347 12347 731725 727357 4368 4368 4368 376287 1161254 1319053 -942766 -942766 MISCELLANEOUS INCOME 900099 8469 8469 8469 1394112 4368 0 -921950 X 225000 225000 393780 350464 23627 19689 15055 13399 903 753 287839 256177 17270 14392 48918 43537 2935 2446 435394 2897 432497 36183 27137 9046 97271 86571 5836 4864 162168 144330 9730 8108 4519 4519 18951 18951 FACILITY EXPENSE 167375 167375 STIPENDS 89500 89500 MEALS & BEVERAGES 57956 57956 MISCELLANEOUS 30284 26949 1819 1516 59407 58693 714 2129600 1568936 508896 51768 187 783 430381 226994 482960 195248 22351 25000 50559 50559 13959 14197 208189 195795 12607 12394 502013 0 16725 16725 1531742 541900 66122 8252 253675 60000 319797 68252 X 1211945 473648 1211945 473648 1531742 541900 -735488 -2809 0 X 0 1 X 0 0 X 951554 3778333 2294544 3563455 2311694 12899580 951554 3778333 2294544 3563455 2311694 12899580 4433965 8465615 70943 49750 56245 84681 12347 273966 35 2532 132 577187 8465 588351 13761897 0.61510 0.54400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10288 7815 2473 84847 74926 9921 113054 113054 0 12394 X 2710356 -2809 -2809 2713165 -1319053 -1319053 1394112 3448653 1319053 1319053 2129600 0 2129600 PART X, LINE 2: 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. SCHEDULE D, PART XI, LINE 4B: SPECIAL EVENT EXPENSES........................................($1,319,053) SCHEDULE D, PAT XII, LINE 2D: SPECIAL EVENT EXPENSES..........................................$1,319,053 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 FUNDRAISING, GRANTS 50000 0 0 0 0 0 0 50000 0 50000 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, GENERAL SUPPORT 50000 0 0 0 0 0 0 0 INVITATIONAL GOLF OUTING 1256893 945443 311450 257661 8620 205500 732531 HARDROCK FUNDRAISER 280648 215811 64837 24627 35372 7667 1500 40651 1 4922 1537541 1161254 376287 24627 293033 16287 207000 778104 1319051 -942764 0 NEW YORK PRESBYTERIAN HOSPITAL 622 WEST 168 STREET NEW YORK NY 10032 133957095 501 (C) (3) 75000 0 GENERAL SUPPORT PHOENIX HOUSE 5501 WEST WATERS ROAD TAMPA FL 33634 651159661 501 (C) (3) 50000 0 GENERAL SUPPORT PITCCH IN FOUNDATION PO BOX 38 ALPINE NJ 07620 272988945 501 (C) (3) 10000 0 GENERAL SUPPORT MYFACE 333 EAST 30TH STREET LOBBY UNIT NEW YORK NY 10016 136013760 501 (C) (3) 10000 0 GENERAL SUPPORT 56 FOUNDATION INC 9141 EQUUS CIR BOYNTON BEACH FL 33472 850793047 501 (C) (3) 10000 0 GENERAL SUPPORT THE MISTY COPELAND FOUNDATION INC 475 RIVERSIDE DRIVE 456 NEW YORK NY 10115 871435083 501 (C) (3) 10000 0 GENERAL SUPPORT 6 PART 1, LINE 2 THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES INCLUDE: EXECUTIVE COUNCIL MEETINGS, FORMAL SITE VISITS, INFORMAL SITE VISITS, WEEKLY/QUARTERLY/ANNUAL REPORTS, DAILY/WEEKLY COMMUNICATION, BIANNUAL SURVEYS, PROGRAM SUMMARIES, DIRECTOR'S MEETINGS, PERIODIC UPDATES, ANNUAL EVALUATIONS, ANNUAL SCHOLAR REPORTS, AND ANNUAL REVIEW OF CRITERIA FOR SCHOLARSHIPS. X 2 228153 STOCK QUOTE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 NAME OF OFFICER, DIRECTOR, ETC: DEREK S. JETER NAME OF RELATED PARTIES: SANDERSON C. JETER, DOROTHY JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: VICE CHAIRMAN, TREASURER, PRESIDENT/SECRETARY, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: SANDERSON C. JETER NAME OF RELATED PARTY: DEREK S. JETER, DOROTHY JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, TREASURER, PRESIDENT/SECRETARY, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: DOROTHY JETER NAME OF RELATED PARTY: DEREK S. JETER, SANDERSON C. JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN, PRESIDENT/SECRETARY,AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: SHARLEE JETER NAME OF RELATED PARTY: DEREK S. JETER, SANDERSON C. JETER, DOROTHY JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN,TREASURER, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: DEREK S. JETER, SANDERSON C. JETER, DOROTHY JETER, AND SHARLEE JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN, PRESIDENT/SECRETARY,AND TREASURER RELATIONSHIP: FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A CHARITABLE CORPORATION ORGANIZED UNDER THE NON-PROFIT CORPORATION LAWS OF FLORIDA. THE MEMBERS OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION, IN ADDITION TO SHARLEE JETER. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5). THE CHAIRMAN MAY DESIGNATE ADDITIONAL MEMBERS, WITH APPROVAL BY THE BOARD OF DIRECTORS, BY AN INSTRUMENT IN WRITING DELIVERED TO THE SECRETARY OF THE CORPORATION. THE RESOURCE COUNCIL SHALL BE APPOINTED BY THE MEMBERS OF THE CORPORATION. ANY OFFICER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION IS A CHARITABLE CORPORATION ORGANIZED UNDER THE NON-PROFIT CORPORATION LAWS OF FLORIDA. THE MEMBERS OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION, IN ADDITION TO SHARLEE JETER. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5). THE CHAIRMAN MAY DESIGNATE ADDITIONAL MEMBERS, WITH APPROVAL BY THE BOARD OF DIRECTORS, BY AN INSTRUMENT IN WRITING DELIVERED TO THE SECRETARY OF THE CORPORATION. THE RESOURCE COUNCIL SHALL BE APPOINTED BY THE MEMBERS OF THE CORPORATION. ANY OFFICER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION IS A CHARITABLE CORPORATION ORGANIZED UNDER THE NON-PROFIT CORPORATION LAWS OF FLORIDA. THE MEMBERS OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION, IN ADDITION TO SHARLEE JETER. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5). THE CHAIRMAN MAY DESIGNATE ADDITIONAL MEMBERS, WITH APPROVAL BY THE BOARD OF DIRECTORS, BY AN INSTRUMENT IN WRITING DELIVERED TO THE SECRETARY OF THE CORPORATION. THE RESOURCE COUNCIL SHALL BE APPOINTED BY THE MEMBERS OF THE CORPORATION. ANY OFFICER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED FOR REVIEW TO EACH MEMBER OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REVIEWS ITS CONFLICT OF INTEREST POLICY ANNUALLY, AND EACH BOARD MEMBER IS REQUIRED TO SIGN OFF ON THE POLICY. DURING EACH YEAR, EMPLOYEES MUST STAY ACCOUNTABLE FOR ANY TRANSACTIONS OR RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT. IF EITHER ITEM ARISES, THE EMPLOYEE INVOLVED MUST IMMEDIATELY REPORT IT TO A SUPERVISOR OR HUMAN RESOURCES, OR THEY MAY BE SUBJECT TO DISMISSAL. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST TO THE FOUNDATION, AND THROUGH GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,897. MANAGEMENT AND GENERAL EXPENSES 432,497. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 435,394. PART III, LINE 4D: OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES INCLUDE: NEW YORK AFTER SCHOOL PROGRAM, DEREK JETER CENTER AT PHOENIX HOUSE, TURN 2 US PROGRAM, BOYS & GIRLS CLUB OF GREATER KALAMAZOO, DEREK JETER/HILLSBOROUGH EDUCATION FOUNDATION SCHOLARSHIP, DEREK JETER/KALAMAZOO COMMUNITY FOUNDATION SCHOLARSHIP, UNCF - SHARLEE JETER SCHOLARSHIP, AND JETER'S LEADERS ALUMNI GRANT.