Skip to content
Nonprofiteer
← SALT LAKE CITY ROTARY FOUNDATION

Form 990 for tax year 2022

Filed by SALT LAKE CITY ROTARY FOUNDATION.

Totals

Total revenue
$1,387,456
Total expenses
$276,466
Contributions and grants received
$1,269,705
Grants paid
$161,409
Program service revenue
$40,271
Investment income
$77,480
Other revenue
$0
Total assets, end of year
$3,814,083
Total liabilities, end of year
$31,454
Net assets or fund balances, end of year
$3,782,629
Program services expenses (Part IX)
$232,394
Management and general expenses
$40,068
Fundraising expenses
$4,004
Program service expenses (Part III)
$232,394

Program services were 84.1% 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.

  • 1f · All other contributions, gifts and grants

    $1,269,705

  • 2a · Program service revenue: CONFERENCE REGISTRATIONS

    total $40,271 · related or exempt $40,271

  • 3 · Investment income

    total $55,621 · excluded $55,621

  • 7a · Gross sales of assets other than inventory

    securities $527,712

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

    securities $505,853

  • 7c · Gain or loss

    securities $21,859

  • 7d · Net gain or loss

    total $21,859 · excluded $21,859

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $83,409 · program services $83,409

  • 2 · Grants to domestic individuals

    total $63,000 · program services $63,000

  • 3 · Grants to foreign organizations and individuals

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

  • 11c · Fees: accounting

    total $15,611 · management and general $15,611

  • 11f · Fees: investment management

    total $23,265 · management and general $23,265

  • 11g · Fees: other

    total $17,461 · program services $17,461

  • 12 · Advertising and promotion

    total $3,057 · program services $1,062 · fundraising $1,995

  • 13 · Office expenses

    total $1,048 · program services $960 · management and general $88

  • 16 · Occupancy

    total $6,825 · program services $6,825

  • 17 · Travel

    total $4,581 · program services $4,581

  • 24a · Other expenses: CATERING

    total $39,335 · program services $39,335

  • 24b · Other expenses: BANK AND MERCHANT FEES

    total $3,113 · management and general $1,104 · fundraising $2,009

  • 24c · Other expenses: MISCELLANEOUS

    total $761 · program services $761

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $101,443 · end of year $311,991

  • 4 · Accounts receivable

    beginning of year $2,296 · end of year $878,081

  • 11 · Investments: publicly traded securities

    beginning of year $2,398,750 · end of year $2,624,011

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,700 · end of year $31,454

  • 27 · Net assets without donor restrictions

    beginning of year $2,446,789 · end of year $2,736,118

  • 28 · Net assets with donor restrictions

    beginning of year $33,000 · end of year $1,046,511

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO ADMINISTER FUNDS FOR SUCH CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES AS EMBRACED IN THE ACTIVITIES OF THE ROTARY CLUB OF SALT LAKE CITY.

  • SCHOLARSHIPS AND GRANTS PROVIDED COLLEGE SCHOLARSHIPS OF 3,500 EACH TO HIGH SCHOOL SENIORS, FUNDED BOOKS FOR STUDENTS AT A TITLE 9 ELEMENTARY SCHOOL, FUNDED WELLS IN PERU,INTERNATIONAL ORAL CANCER DETECTION PROJECTS, AND MEDICAL CARE WORKERS IN UGANDA.

    Expenses $165,473 · Grants $161,409

  • DISTRICT CONFERENCE THE ORGANIZATION SERVED AS A FISCAL AGENT TO HOST A ROTARY DISTRICT CONFERENCE. NET INCOME FROM THE CONFERENCE WERE OR WILL BE USED TO SUPPORT THE ORGANIZATION'S GRANT PROGRAM.

    Expenses $66,921 · Revenue $40,271

As filed on the 2022 return.

Listed in Part VII

  • Don Weakley

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Nicholas Marsh

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Judy Fang

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    2

  • John Ashton

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Rosie Chadha

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christian Deputy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Spencer Ferguson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Franci Gillmor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shahab Saeed

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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
2022
Filed
1 October 2024
IRS schema version
2022v5.0
Source object
202442939349300304

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.