Form 990 for tax year 2023
Filed by SYRACUSE-ROTARY FOUNDATION INC.
Totals
- Total revenue
- $66,415
- Total expenses
- $894,795
- Contributions and grants received
- $0
- Grants paid
- $888,625
- Program service revenue
- $0
- Investment income
- $66,415
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $888,625
- Management and general expenses
- $6,170
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $888,625
Program services were 99.3% 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.
-
3 · Investment income
total $24,062 · excluded $24,062
-
7a · Gross sales of assets other than inventory
securities $884,910
-
7b · Less cost or other basis and sales expenses
securities $842,557
-
7c · Gain or loss
securities $42,353
-
7d · Net gain or loss
total $42,353 · excluded $42,353
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $888,625 · program services $888,625
-
11c · Fees: accounting
total $6,170 · management and general $6,170
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,885 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $8,357 · end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $810,138 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $783,277 · end of year $0
-
28 · Net assets with donor restrictions
beginning of year $45,103 · end of year $0
Mission and programs · 2023
Mission
TO SUPPORT LITERACY PROGRAMS AND A WIDE VARIETY OF HUMANITARIAN PROGRAMS FOR YOUTH
-
SUPPORT TO VARIOUS ORGANIZATIONS FOR LITERACY AND YOUTH PROGRAMS, INCLUDING SETTING UP A DONOR ADVISED FUND WITH THE CENTRAL NEW YORK COMMUNITY FOUNDATION.
Expenses $888,625 · Grants $888,625
As filed on the 2023 return.
Listed in Part VII
-
Jason AllersJASON ALLERS
TREASURER
- Total calculated
- $0
- Hours/week
- 2.5
-
Kevin ViscontiKEVIN VISCONTI
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2.5
-
Jim MorrowJIM MORROW
P&C CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Ray LeachRAY LEACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marylin GalimiMARYLIN GALIMI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John BertramJOHN BERTRAM
SECRETARY
- Total calculated
- $0
- Hours/week
- 2.5
-
James YonaiJAMES YONAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jason AllersJASON ALLERS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2.5
-
William NortonWILLIAM NORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charles BeachCHARLES BEACH
TREASURER
- 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
-
$861,625
GENERAL
-
$22,000
GENERAL
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
Liquidation · FIDELITY LARGE CAP VALUE FUND · Mar 22, 2024 · 501(C)(3)
-
Liquidation · FIDELITY MID CAP ENHANCED INDEX FUND · Mar 22, 2024 · 51(C)(3)
-
Liquidation · FIDELITY SMALL CAP VALUE FUND · Mar 22, 2024 · 501(C)(3)
-
Liquidation · FIDELITY GOVERNMENT CASH ESERVES · Mar 22, 2024 · 501(S)(3)
-
Liquidation · FIDLEITY SELECT MED TECHNOLOGY & DEVICES · Apr 4, 2024 · 501(C)(3)
-
Liquidation · FIDELITY SELECT CONSUMER STAPLES · Apr 4, 2024 · 501(C)(3)
-
Liquidation · FIDELITY BALANCED FUND · May 21, 2024 · 501(C)(3)
-
Liquidation · HARBOR FUND · Jun 26, 2024 · 501(C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432149349300628
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