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Nonprofiteer
← NEW YORK ROTARY FOUNDATION

Form 990 for tax year 2023

Filed by NEW YORK ROTARY FOUNDATION.

Totals

Total revenue
$97,585
Total expenses
$126,500
Contributions and grants received
$650
Grants paid
$3,000
Program service revenue
$0
Investment income
$96,935
Other revenue
$0
Total assets, end of year
$2,766,368
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,766,368
Program services expenses (Part IX)
$3,000
Management and general expenses
$123,500
Fundraising expenses
$0
Program service expenses (Part III)
$3,000

Program services were 2.4% 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

    $650

  • 3 · Investment income

    total $64,737 · related or exempt $64,737

  • 7a · Gross sales of assets other than inventory

    securities $1,645,806

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

    securities $1,613,608

  • 7c · Gain or loss

    securities $32,198

  • 7d · Net gain or loss

    total $32,198 · related or exempt $32,198

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,000 · program services $3,000

  • 11c · Fees: accounting

    total $5,050 · management and general $5,050

  • 11f · Fees: investment management

    total $22,025 · management and general $22,025

  • 24a · Other expenses: ADMINISTRATIVE

    total $96,000 · management and general $96,000

  • 24b · Other expenses: MISC

    total $425 · management and general $425

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $282,947 · end of year $171,090

  • 11 · Investments: publicly traded securities

    beginning of year $2,319,194 · end of year $2,595,278

  • 27 · Net assets without donor restrictions

    beginning of year $2,592,141 · end of year $2,756,368

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2023

Mission

HUMANITARIAN PROGRAMS FUND THE INTERNATIONAL ROTARY CLUB AND ROTARY DISTRICT PROJECTS TO IMPROVE THE QUALITY OF LIFE, PROVIDING HEALTHCARE, CLEAN WATER, FOOD, EDUCATION, AND OTHER ESSENTIAL NEEDS, PRIMARILY IN THE DEVELOPING AREAS OF THE WORLD.

  • GRANTS, COMMUNITY SERVICE ACTIVITIES, INTERNSHIPS, AND OTHER PROGRAMS

    Expenses $3,000 · Grants $3,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jahnbaz Almas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kerime Ataker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Larry Cohen

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Can Erbilgin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Scarlett Pildes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Helen Reisler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Gerard Schriffen

    BOARD MEMBER

    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

No itemized grants to organizations on this return.

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
30 July 2024
IRS schema version
2023v5.0
Source object
202432279349301738

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