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Nonprofiteer
← CAMBRIDGE ROTARY FOUNDATION INC

Form 990 for tax year 2024

Filed by CAMBRIDGE ROTARY FOUNDATION INC.

Totals

Total revenue
$51,874
Total expenses
$21,664
Contributions and grants received
$0
Grants paid
$16,100
Program service revenue
$0
Investment income
$51,874
Other revenue
$0
Total assets, end of year
$665,548
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$665,548
Program services expenses (Part IX)
$16,100
Management and general expenses
$5,564
Fundraising expenses
$0
Program service expenses (Part III)
$16,100

Program services were 74.3% 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 $15,190 · related or exempt $15,190

  • 7a · Gross sales of assets other than inventory

    securities $38,112 · other assets $27,024

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

    securities $28,452

  • 7c · Gain or loss

    securities $9,660 · other assets $27,024

  • 7d · Net gain or loss

    total $36,684 · related or exempt $36,684

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,600 · program services $11,600

  • 2 · Grants to domestic individuals

    total $4,500 · program services $4,500

  • 11b · Fees: legal

    total $600 · management and general $600

  • 11c · Fees: accounting

    total $2,383 · management and general $2,383

  • 11f · Fees: investment management

    total $1,015 · management and general $1,015

  • 11g · Fees: other

    total $91 · management and general $91

  • 23 · Insurance

    total $1,475 · management and general $1,475

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $9,303 · end of year $22,880

  • 11 · Investments: publicly traded securities

    beginning of year $579,291 · end of year $642,668

  • 27 · Net assets without donor restrictions

    beginning of year $588,594 · end of year $665,548

Mission and programs · 2024

Mission

SUPPORT FOR EDUCATIONAL-CHARITABLE PURPOSES

  • THE FOUNDATION ACCEPTS GIFTS, BEQUESTS AND OTHER CONTRIBUTIONS FOR EDUCATIONAL, CHARITABLE, OR BENEVOLENT USES AND DISTRIBUTES FUNDS DIRECTLY OR BY CONTRIBUTION TO OTHER EXEMPT AGENCIES AND ORGANIZATIONS.

    Expenses $5,000 · Grants $5,000

  • THE FOUNDATION ACCEPTS GIFTS, BEQUESTS AND OTHER CONTRIBUTIONS FOR EDUCATIONAL, CHARITABLE, OR BENEVOLENT USES AND DISTRIBUTES FUNDS DIRECTLY OR BY CONTRIBUTION TO OTHER EXEMPT AGENCIES AND ORGANIZATIONS.

    Expenses $11,100 · Grants $11,100

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

Listed in Part VII

  • Jonathan Bistor

    TREASURER

    Total calculated
    $0

  • Jackie Bradshaw

    SECRETARY

    Total calculated
    $0

  • Joe Farrell

    PRESIDENT

    Total calculated
    $0

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.

Provenance

Return type
form_990
Tax year
2024
Filed
20 May 2025
IRS schema version
2024v5.0
Source object
202501409349300125

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