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Nonprofiteer
← ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC

Form 990 for tax year 2024

Filed by ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC.

Totals

Total revenue
$146,357
Total expenses
$90,426
Contributions and grants received
$25,420
Grants paid
$47,664
Program service revenue
$0
Investment income
$59,394
Other revenue
$61,543
Total assets, end of year
$515,400
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$515,400
Program services expenses (Part IX)
$86,348
Management and general expenses
$2,108
Fundraising expenses
$1,970
Program service expenses (Part III)
$86,348

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $320

  • 1f · All other contributions, gifts and grants

    $25,100

  • 3 · Investment income

    total $20,600 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $367,018

  • 7b · Less cost or other basis and sales expenses

    securities $328,224

  • 7c · Gain or loss

    securities $38,794

  • 7d · Net gain or loss

    total $38,794 · related or exempt $38,794 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $114,160

  • 8b · Fundraising events: direct expenses

    $52,617

  • 8c · Net income from fundraising events

    total $61,543 · unrelated business $61,543 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $47,664 · program services $47,664

  • 11c · Fees: accounting

    total $2,500 · program services $1,250 · management and general $625 · fundraising $625

  • 11f · Fees: investment management

    total $5,380 · program services $2,690 · management and general $1,345 · fundraising $1,345

  • 24a · Other expenses: Licenses

    total $138 · program services $0 · management and general $138 · fundraising $0

  • 24b · Other expenses: Donations

    total $34,744 · program services $34,744 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $60,190 · end of year $29,864

  • 2 · Savings and temporary cash investments

    beginning of year $78,683 · end of year $137,476

  • 4 · Accounts receivable

    beginning of year $10,000 · end of year $230

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,622 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $325,785 · end of year $347,830

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $448,148 · end of year $485,098

  • 28 · Net assets with donor restrictions

    beginning of year $29,132 · end of year $30,302

Mission and programs · 2024

Mission

Humanitarian & Educational Program locally, nationally and internationally

  • Gave Scholarships to Florida Atlantic University, Boca Raton, Fl on behalf of students who applied for scholarships who were local students totaling $ 18,000

    Expenses $18,000

  • Donated $ 8000 tp FAU High School Students ($1,000 each), that provides support for local schools in Boca Raton, Florida

  • Gave $ 21,664 to the Golden Bell Foundation that provides help and Scholarships to Boca Raton, Florida citizens

    Expenses $21,664

  • Miscellaneous Donations to varoius organizations

    Expenses $46,684

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gail Ambrose-Lustig

    President

    Total calculated
    $0
    Hours/week
    2

  • Michael Kridel

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Ira Herschbein

    Treasuer

    Total calculated
    $0
    Hours/week
    2

  • Steve Alman

    Director

    Total calculated
    $0
    Hours/week
    2

  • Phil Lustig

    Director

    Total calculated
    $0
    Hours/week
    2

  • Fred LiCata

    President-elect

    Total calculated
    $0
    Hours/week
    2

  • Barry Ogrin

    Director

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
19 October 2025
IRS schema version
2024v5.2
Source object
202542939349301279

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