2024-11-14T11:16:58-08:00 2023-12-31 311683754 Locey Mitchell & Associates Ltd 4760 Red Bank Expressway Suite 222 Cincinnati OH 45227 990 2023-01-01 263768567 The Karen Wellington Memorial Foundation KARE 5136292812 3825 Edwards Road Cincinnati OH 45209 Katie Elbisser Executive Director 5136292812 2024-11-08 true true Emily Mitchell P01981007 5132813333 2024-11-14 2023 2024-10-15 13:58:12Z Katie Elbisser 3825 Edwards Rd Cincinnati OH 45209 1313724 false X karenwellingtonfoundation.org X 2009 OH We put fun on the calendars of women and families with breast cancer by sending them on special vacation, relaxing spa days, dinners out, concerts, and other fun-only activities. 19 19 8 250 0 0 762638 1130362 0 -646 41243 138942 -57950 900934 1113655 401672 666421 0 313772 320498 0 95912 162210 176135 877654 1163054 23280 -49399 628985 702361 26951 47504 602034 654857 We put fun on the calendars of women and families with breast cancer by sending them on special vacation, relaxing spa days, dinners out, concerts, and other fun-only activities. false false 881630 666421 0 At KWF we work to put FUN on the calendars for woment and families LIVING with breast cancer. From vacations to spa days, backstage passes and sporting events, trips to the zoo, and nights on the town, no single gift of FUN is the same. In 2023 alone we gave over 500 total gifts which provided much needed respite and mental health breaks from breast cancer. As KWF increases giving, we will send about 100+ women on vacations, 250+ woment to spas and other gifts of fun, and 500 Lemons to Lemonade FUN boxes. Approximately 30% of those gifts are in-kind donated experiences - including donated vacation home rentals, donated spa days gifts by various spas throughout the U.S., donated concert and sports tickets and more. In short, we leverage donations in putting KWF experiences together for KWF recipients. These experiences are designed to help women who are actively battling breast cancer, live life to the fullest. The mental health benefits of having something good to look forward to have been proven to energize and renew them, encouraging them to stay positive during the darkest of times. KWFs mission is to give to all who are nominated and reach more women and families in the coming years. Around 30% of our gifts are the last experiences these families will have, which is why many families choose KWF as a beneficiary of their memorial funds. We call these gifts FUNds. Our list of FUNds keeps growing and while we are saddened at the loss of life, we are privileged to help families hela through paying it forward. Many of those families stay involved with KWF by helping us deliver FUN to others. 881630 true true false false false false false false false false false false false false false true true false false false false false false false true false false false true false false false false false false false false false true false false false false false false false false false 8 0 8 true false false false false false true true false false false false X 19 19 false false false false false false false true true false true true true true true true false false true true false OH CA GA X Marci Hendershot 5133143163 3825 Edwards Road Suite 103 Cincinnati OH 45209 Katie Alsip Elbisser Executive Director 40.00 X 79908 0 7100 Kent Wellington Chair 1.00 X X 0 0 0 Terri Karsten Vice Chair 1.00 X X 0 0 0 Michael Chasnoff Treasurer 1.00 X X 0 0 0 Zand Walters Secretary 1.00 X X 0 0 0 Marie Arcuri Secretary 1.00 X X 0 0 0 Lori Falke Director 1.00 X 0 0 0 Dave Laug Director 1.00 X 0 0 0 Dr Steve Perez Director 1.00 X 0 0 0 Steven Reder Director 1.00 X 0 0 0 Michelle Jones Director 1.00 X 0 0 0 Liz Knecht Director 1.00 X 0 0 0 Tashawna Otabil Director 1.00 X 0 0 0 Christopher Smitherman Director 1.00 X 0 0 0 Katherine Nero Director 1.00 X 0 0 0 Molly Flanagan Director 1.00 X 0 0 0 Joe Pellegrini Director 1.00 X 0 0 0 Breanna Bovara Director 1.00 X 0 0 0 Kim Amrine Director 1.00 X 0 0 0 Kecia Benneth Director 1.00 X 0 0 0 79908 0 7100 false false false 583613 546749 226104 1130362 10532 0 10532 57180 26469 30711 30711 0 0 30711 111214 583613 171242 -60028 0 -60028 786 2358 -1572 -1572 Miscellaneous 999999 3650 0 0 3650 3650 1113655 0 0 -16707 666421 666421 79908 38176 30512 11220 7100 3392 2711 997 190425 90976 72711 26738 21238 10147 8109 2982 21827 10428 8334 3065 100 0 100 0 51100 23940 19180 7980 20163 13561 175 6427 14761 1583 4028 9150 18730 2466 7721 8543 2033 1180 625 228 26623 12000 11623 3000 7263 2640 2890 1733 5512 1156 3971 385 Staff and volunteer appreciation 8890 1954 4358 2578 Dues and subscriptions 7204 0 6101 1103 Merchandise, equipment and supplies 1699 442 1253 4 Service fees 8926 1049 1097 6780 3131 119 13 2999 1163054 881630 185512 95912 281019 176762 29335 60907 20674 296075 414683 51891 628985 702361 26951 47504 26951 47504 X 602034 625522 29335 602034 654857 628985 702361 X -49399 3694 64 -122 98586 X false true X true false X 0 575195 604445 660263 762638 1160256 3762797 0 0 575195 604445 660263 762638 1160256 3762797 32532 3730265 4223 3685 9713 6675 10532 34828 7254 7254 900 2250 3650 6800 3811679 0.97860 0.96510 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Miscellaneous 2021: 900. 2022: 2250. 2023: 3650. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1119643 3694 2358 6052 1113591 64 64 1113655 1165412 2358 2358 1163054 1163054 Pt XI, Line 2d Cost of sales reported as expense in audit but net against sales in tax return. Pt XII, Line 2d Cost of sales reported as expense in audit but net against sales in tax return. Annual Event 270548 222545 48003 4500 19353 48442 10483 9964 Golf Outing 173931 110720 63211 46192 17019 158 4 274537 274537 0 1649 2116 446 10577 719016 607802 111214 4500 67194 67577 10929 20699 170899 -59685 true Vacations - includes travel expenses, car rentals, airline tickets, etc. 103 404057 FMV KWF covers cost of all vacation expenses Fun Money - money to use during trips as well as spa days, dinners, and other fun-only activities 165 89642 Spa Days 78 34023 FMV KWF covers cost of all the spa experience Gifts of Fun 117 63585 FMV KWF covers the cost of all gift expenses Lemons to Lemonade Boxes 560 75114 FMV KWF covers the cost of purchase of items, packing, and shipping of boxes to recipients X 1 10108 FMV X Spa days 39 6567 FMV X Vacation homes 65 185566 FMV X Professional services 1 1378 FMV X Occupancy 12 7200 FMV 0 false false false Pt XI $98,586 adjustment recorded to equity when accounting method was changed from the modified cash method used last year to the accrual accounting method used this year. Pt V, PBC See adjustment in part XI made to equity to change the accounting method from the modified cash bais to the accrual basis of accounting. Pt VI, Line 8b No policies are currently in place as the Organization and chapters are newly formed. The Organization is in the process of creating standardized policies that will provide uniform guidance to meet the needs of all of the existing as well as future chapters. These policies will include such issues as conflict of interest, gift acceptance, and expense reimbursement processes. Pt VI, Line 11b The Executive Director will review Form 990 and circulate the form to the Board of Directors via email prior to filing with the IRS. Pt VI, Line 12c The written conflict of interest policy is enforced by the officers of the Organization. Pt VI, Line 15a Outside counsel at Graydon monitors compensation decisions. A compensation committee also has been put in place to advise and monitor. Pt VI, Line 15b Outside counsel at Graydon monitors compensation decisions. A compensation committee also has been put in place to advise and monitor. Pt VI, Line 19 Documents are made available to the public upon request.