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Nonprofiteer
← ROTARY CLUB OF EMERALD CITY FOUNDATION

Form 990 for tax year 2023

Filed by ROTARY CLUB OF EMERALD CITY FOUNDATION.

Totals

Total revenue
$48,710
Total expenses
$90,209
Contributions and grants received
$40,625
Grants paid
$87,500
Program service revenue
$0
Investment income
$8,085
Other revenue
$0
Total assets, end of year
$843,430
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$843,430
Program services expenses (Part IX)
$87,500
Management and general expenses
$2,709
Fundraising expenses
$0
Program service expenses (Part III)
$87,500

Program services were 97.0% 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.

  • 1d · Related organizations

    $40,625

  • 3 · Investment income

    total $10,008 · related or exempt $10,008

  • 7a · Gross sales of assets other than inventory

    securities $14,975

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

    securities $16,898

  • 7c · Gain or loss

    securities -$1,923

  • 7d · Net gain or loss

    total -$1,923 · related or exempt -$1,923

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,000 · program services $15,000

  • 2 · Grants to domestic individuals

    total $47,794 · program services $47,794

  • 3 · Grants to foreign organizations and individuals

    total $24,706 · program services $24,706

  • 11c · Fees: accounting

    total $556 · management and general $556

  • 11f · Fees: investment management

    total $2,030 · management and general $2,030

  • 13 · Office expenses

    total $123 · management and general $123

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,378 · end of year $6,243

  • 2 · Savings and temporary cash investments

    beginning of year $9,099 · end of year $9,990

  • 11 · Investments: publicly traded securities

    beginning of year $782,729 · end of year $827,197

  • 27 · Net assets without donor restrictions

    beginning of year $803,206 · end of year $843,430

Mission and programs · 2023

Mission

Charitable Foundation - To assist educational needs of young people

  • Grants to various programs primarily dedicated to serving the education needs of young people; scholarships to individual

    Expenses $87,500

As filed on the 2023 return.

Listed in Part VII

  • Ken Battie

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Luong

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Young

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marite Butners

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joel Peterson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christine Go

    President-Elect

    Total calculated
    $0
    Hours/week
    1

  • Shari Storm

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Carol Coram

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Frank Montgomery

    President

    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

  • Backpack Brigade

    no cash amount reported

    Educational Purposes

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413209349318581

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