Skip to content
Nonprofiteer
← THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

Form 990 for tax year 2022

Filed by THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 15 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$394,945,345
Total expenses
$363,098,485
Contributions and grants received
$366,740,373
Grants paid
$292,577,371
Program service revenue
$20
Investment income
$32,167,871
Other revenue
-$3,962,919
Total assets, end of year
$1,450,379,624
Total liabilities, end of year
$116,846,169
Net assets or fund balances, end of year
$1,333,533,455
Program services expenses (Part IX)
$315,404,580
Management and general expenses
$20,293,409
Fundraising expenses
$27,400,496
Program service expenses (Part III)
$315,404,580

Program services were 86.9% 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

    $80,039

  • 1e · Government grants (contributions)

    $175,300

  • 1f · All other contributions, gifts and grants

    $366,485,034

  • 1g · Noncash contributions included above

    $6,290,525

  • 2a · Program service revenue: 0.01% OF INFOTECH

    total $20 · related or exempt $20

  • 3 · Investment income

    total $25,203,932 · unrelated business $1,798,269 · excluded $23,405,663

  • 7a · Gross sales of assets other than inventory

    securities $654,100,554 · other assets $26,940,619

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

    securities $647,163,699 · other assets $26,913,535

  • 7c · Gain or loss

    securities $6,936,855 · other assets $27,084

  • 7d · Net gain or loss

    total $6,963,939 · unrelated business $635,788 · excluded $6,328,151

  • 11a · Other revenue: MEETING REVENUE

    total $55,217 · excluded $55,217

  • 11b · Other revenue: OTHER INCOME

    total $7,143 · excluded $7,143

  • 11c · Other revenue: CURRENCY EXCHANGE LOSS

    total -$4,025,279 · excluded -$4,025,279

  • 11e · Other revenue, total

    -$3,962,919

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,762,045 · program services $18,762,045

  • 2 · Grants to domestic individuals

    total $3,183,596 · program services $3,183,596

  • 3 · Grants to foreign organizations and individuals

    total $270,631,730 · program services $270,631,730

  • 5 · Compensation of officers, directors and key employees

    total $1,824,130 · program services $401,950 · management and general $978,520 · fundraising $443,660

  • 7 · Other salaries and wages

    total $27,405,803 · program services $10,047,684 · management and general $6,976,580 · fundraising $10,381,539

  • 8 · Pension plan contributions

    total $2,164,496 · program services $761,458 · management and general $591,399 · fundraising $811,639

  • 9 · Other employee benefits

    total $4,273,614 · program services $1,647,236 · management and general $1,060,789 · fundraising $1,565,589

  • 10 · Payroll taxes

    total $2,195,272 · program services $797,431 · management and general $575,833 · fundraising $822,008

  • 11a · Fees: management

    total $599,240 · program services $276,938 · management and general $165,533 · fundraising $156,769

  • 11b · Fees: legal

    total $321,486 · program services $54,298 · management and general $243,180 · fundraising $24,008

  • 11c · Fees: accounting

    total $343,511 · program services $31,842 · management and general $296,073 · fundraising $15,596

  • 11d · Fees: lobbying

    total $694,423 · program services $694,423

  • 11e · Fees: professional fundraising services

    total $227,137 · fundraising $227,137

  • 11f · Fees: investment management

    total $2,501,715 · management and general $2,501,715

  • 11g · Fees: other

    total $4,901,402 · program services $2,076,492 · management and general $1,395,955 · fundraising $1,428,955

  • 12 · Advertising and promotion

    total $955 · program services $468 · management and general $258 · fundraising $229

  • 13 · Office expenses

    total $543,408 · program services $123,146 · management and general $312,476 · fundraising $107,786

  • 14 · Information technology

    total $8,081,321 · program services $3,476,586 · management and general $2,132,810 · fundraising $2,471,925

  • 16 · Occupancy

    total $2,398,449 · program services $1,120,465 · management and general $581,559 · fundraising $696,425

  • 17 · Travel

    total $3,097,732 · program services $827,276 · management and general $1,265,388 · fundraising $1,005,068

  • 19 · Conferences, conventions and meetings

    total $815,786 · program services $93,833 · management and general $131,797 · fundraising $590,156

  • 23 · Insurance

    total $309,297 · program services $34,662 · management and general $256,595 · fundraising $18,040

  • 24a · Other expenses: CREDIT CARD PROCESSING

    total $1,883,261 · program services $3,946 · management and general $113,777 · fundraising $1,765,538

  • 24b · Other expenses: POSTAGE AND SHIPPING

    total $1,774,351 · program services $74,070 · management and general $40,733 · fundraising $1,659,548

  • 24c · Other expenses: RESERVE FOR PLEDGES

    total $1,542,449 · program services $0 · management and general $0 · fundraising $1,542,449

  • 24d · Other expenses: RECOGNITION

    total $1,174,584 · program services $22,998 · management and general $1,478 · fundraising $1,150,108

  • 24e · All other expenses

    total $1,447,292 · program services $260,007 · management and general $670,961 · fundraising $516,324

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,214,512 · end of year $36,159,690

  • 2 · Savings and temporary cash investments

    beginning of year $123,320,779 · end of year $90,768,911

  • 3 · Pledges and grants receivable

    beginning of year $20,934,158 · end of year $34,761,620

  • 4 · Accounts receivable

    beginning of year $136,680 · end of year $459,421

  • 9 · Prepaid expenses and deferred charges

    beginning of year $661,710 · end of year $505,242

  • 11 · Investments: publicly traded securities

    beginning of year $812,087,793 · end of year $772,940,806

  • 12 · Investments: other securities

    beginning of year $318,526,933 · end of year $449,479,543

  • 15 · Other assets

    beginning of year $58,416,748 · end of year $65,304,391

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,745,524 · end of year $40,996,016

  • 18 · Grants payable

    beginning of year $70,801,303 · end of year $64,976,874

  • 25 · Other liabilities

    beginning of year $4,180,978 · end of year $10,873,279

  • 27 · Net assets without donor restrictions

    beginning of year $643,177,061 · end of year $660,591,475

  • 28 · Net assets with donor restrictions

    beginning of year $612,394,447 · end of year $672,941,980

Mission and programs · 2022

Mission

THE MISSION OF THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.

Activities or mission (Part I)

ROTARIANS WORK TOWARD ADVANCING WORLD UNDERSTANDING, GOODWILL AND PEACE.

  • POLIOPLUS - THE POLIOPLUS PROGRAM IS ROTARY'S EFFORT TO ERADICATE THE POLIOVIRUS WORLDWIDE. ROTARIANS HAVE PROVIDED FINANCIAL SUPPORT AND COUNTLESS VOLUNTEER HOURS TO ENSURE THAT CHILDREN ARE IMMUNIZED AGAINST THIS CRIPPLING DISEASE AND THAT SURVEILLANCE OF THE VIRUS IS STRONG, DESPITE THE POOR INFRASTRUCTURE, EXTREME POVERTY, AND CIVIL STRIFE OF MANY COUNTRIES. FUNDS SUPPORT NATIONAL IMMUNIZATION DAYS, POLIOVIRUS TRANSMISSION MONITORING, AND OTHER EFFORTS IN POLIO-ENDEMIC, RECENTLY ENDEMIC, AND HIGH RISK COUNTRIES. ROTARY IS A CORE PARTNER IN THE GLOBAL POLIO ERADICATION INITIATIVE, ALONG WITH THE WORLD HEALTH ORGANIZATION, UNICEF, THE CDC, AND THE BILL AND MELINDA GATES FOUNDATION.

    Expenses $158,518,198 · Grants $156,529,663

  • ROTARY GRANTS - GLOBAL GRANTS SUPPORT HUMANITARIAN PROJECTS, SCHOLARSHIPS, AND VOCATIONAL TRAINING TEAMS IN ROTARY'S AREAS OF FOCUS.DISTRICT GRANTS SUPPORT SMALLER-SCALE PROJECTS RELATED TO THE FOUNDATION'S MISSION. PARTNERSHIP GRANTS ALSO SUPPORT THE AREAS OF FOCUS AND ARE CARRIED OUT WITH THE FOUNDATION'S STRATEGIC PARTNERS.

    Expenses $116,649,221 · Grants $95,810,547

  • DISASTER RESPONSE GRANTS - THE ROTARY FOUNDATION SUPPORTS DISASTER RELIEF AND RECOVERY EFFORTS THROUGH GRANTS FROM THE ROTARY DISASTER RESPONSE FUND.

    Expenses $14,842,736 · Grants $14,842,736

  • CORPORATE SOCIAL RESPONSIBILITY INDIA - GRANTS FUNDED BY CORPORATE SOCIAL RESPONSIBILITY FUNDS RECEIVED FROM CORPORATIONS.

    Expenses $10,082,789 · Grants $10,082,788 · Revenue $20

  • DONOR ADVISED FUND - THE DONOR ADVISED FUND IS A CHARITABLE GIVING VEHICLE THAT OFFERS INDIVIDUALS AND ROTARY-AFFILIATED GROUPS THE ABILITY TO MAKE GRANT RECOMMENDATIONS TO SUPPORT EITHER THE ROTARY FOUNDATION PROGRAMS OR OTHER IRS-APPROVED CHARITIES. THE ROTARY FOUNDATION HAS ULTIMATE DISCRETION AND CONTROL OVER DISTRIBUTION OF THE FUNDS.

    Expenses $7,604,326 · Grants $7,604,326

  • ROTARY PEACE CENTERS - EACH YEAR, UP TO 100 FELLOWS ARE SPONSORED TO STUDY AT ONE OF THE ROTARY PEACE CENTERS FOR A MASTER'S-LEVEL DEGREE OR PROFESSIONAL DEVELOPMENT CERTIFICATE.

    Expenses $5,641,410 · Grants $5,641,410

  • PROGRAMS OF SCALE - GRANTS THAT SUPPORT LONGER-TERM, HIGH-IMPACT PROGRAMS LED BY ROTARY MEMBERS.

    Expenses $2,000,000 · Grants $2,000,000

  • SPECIAL INITIATIVE GRANTS - OTHER PROGRAM SERVICES THAT ARE IN PLACE TO COORDINATE AND DIRECT THE ACTIVITIES OF THE ROTARY FOUNDATION.

    Expenses $40,000 · Grants $40,000

  • PROJECT ENHANCEMENT PROCESS - PROVIDES PROJECT PLANNING AND TECHNICAL SUPPORT TO CLUBS AND DISTRICTS FOR GLOBAL GRANTS

    Expenses $25,900 · Grants $25,901

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BARRY RASSIN

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    20

  • IAN RISELEY

    CHAIR

    Total calculated
    $0
    Hours/week
    40

  • LARRY LUNSFORD

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    20

  • AKIRA MIKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • AZIZ MEMON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • BHARAT S PANDYA BEG 7122

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • GEETA MANEK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • GREG PODD BEG 7122

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • HENDREEN DEAN ROHRS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • HOLGER KNAACK BEG 7122

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • HSIU-MING LIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • JORGE AUFRANC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • MARCELO DEMETRIO HAICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • MARK DANIEL MALONEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • MARTHA PEAK HELMAN BEG 7122

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20

  • JOHN HEWKO

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $666,758
    From this org
    $222,814
    From related orgs
    $379,387
    Other
    $64,557
    Hours/week
    14.8 + 25.2 related

    Schedule J breakdown matched by us

    Base
    $222,814 + $379,387 related
    Bonus
    $0
    Other
    $0
    Deferred
    $13,940 + $23,735 related
    Nontaxable benefits
    $9,947 + $16,935 related
    Filer's total
    $246,701 + $420,057 related

  • JULIE BURKE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $380,887
    From this org
    $157,975
    From related orgs
    $151,780
    Other
    $71,132
    Hours/week
    20.4 + 19.6 related

    Schedule J breakdown matched by us

    Base
    $155,170 + $149,085 related
    Bonus
    $0
    Other
    $2,805 + $2,695 related
    Deferred
    $19,214 + $18,461 related
    Nontaxable benefits
    $17,064 + $16,393 related
    Filer's total
    $194,253 + $186,634 related

  • MICHELE BERG

    DEPUTY GENERAL SECRETARY

    Total calculated
    $425,463
    From this org
    $130,392
    From related orgs
    $222,019
    Other
    $73,052
    Hours/week
    14.8 + 25.2 related

    Schedule J breakdown matched by us

    Base
    $128,063 + $218,054 related
    Bonus
    $0
    Other
    $2,329 + $3,965 related
    Deferred
    $13,940 + $23,735 related
    Nontaxable benefits
    $13,090 + $22,287 related
    Filer's total
    $157,422 + $268,041 related

  • ERIC JONES

    CHIEF INVESTMENT OFFICER

    Total calculated
    $420,013
    From this org
    $326,925
    From related orgs
    $24,607
    Other
    $68,481
    Hours/week
    37.2 + 2.8 related

    Schedule J breakdown matched by us

    Base
    $321,029 + $24,163 related
    Bonus
    $0
    Other
    $5,896 + $444 related
    Deferred
    $35,038 + $2,637 related
    Nontaxable benefits
    $28,650 + $2,156 related
    Filer's total
    $390,613 + $29,400 related

  • JAMES BARNES

    CHIEF PROGRAMS & MEMBER SERVICES OFFICER

    Total calculated
    $350,991
    From this org
    $66,470
    From related orgs
    $222,530
    Other
    $61,991
    Hours/week
    9.2 + 30.8 related

    Schedule J breakdown matched by us

    Base
    $65,258 + $218,474 related
    Bonus
    $0
    Other
    $1,212 + $4,056 related
    Deferred
    $8,511 + $28,494 related
    Nontaxable benefits
    $5,747 + $19,239 related
    Filer's total
    $80,728 + $270,263 related

  • DAVID ALEXANDER

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $336,950
    From this org
    $40,045
    From related orgs
    $226,921
    Other
    $69,984
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $39,319 + $222,810 related
    Bonus
    $0
    Other
    $726 + $4,111 related
    Deferred
    $5,456 + $30,915 related
    Nontaxable benefits
    $5,041 + $28,572 related
    Filer's total
    $50,542 + $286,408 related

  • PAUL HAISMAN

    CHIEF INFORMATION OFFICER

    Total calculated
    $330,356
    From this org
    $122,951
    From related orgs
    $150,273
    Other
    $57,132
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $122,951 + $150,273 related
    Bonus
    $0
    Other
    $0
    Deferred
    $11,847 + $14,479 related
    Nontaxable benefits
    $13,863 + $16,943 related
    Filer's total
    $148,661 + $181,695 related

  • ERIC C SCHMELLING

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $314,505
    From this org
    $254,485
    From related orgs
    $0
    Other
    $60,020
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,775
    Bonus
    $0
    Other
    $4,710
    Deferred
    $34,507
    Nontaxable benefits
    $25,513
    Filer's total
    $314,505

  • STEVEN ROUTBURG

    GENERAL COUNSEL

    Total calculated
    $312,153
    From this org
    $48,299
    From related orgs
    $205,904
    Other
    $57,950
    Hours/week
    7.6 + 32.4 related

    Schedule J breakdown matched by us

    Base
    $47,411 + $202,117 related
    Bonus
    $0
    Other
    $888 + $3,787 related
    Deferred
    $6,801 + $28,996 related
    Nontaxable benefits
    $4,208 + $17,945 related
    Filer's total
    $59,308 + $252,845 related

  • KRISTOPHER NEWBAUER

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $305,977
    From this org
    $119,036
    From related orgs
    $145,488
    Other
    $41,453
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $117,059 + $143,072 related
    Bonus
    $0
    Other
    $1,977 + $2,416 related
    Deferred
    $13,373 + $16,345 related
    Nontaxable benefits
    $5,280 + $6,455 related
    Filer's total
    $137,689 + $168,288 related

  • THOMAS THORFINNSON

    CHIEF STRATEGY OFFICER

    Total calculated
    $303,920
    From this org
    $92,095
    From related orgs
    $163,724
    Other
    $48,101
    Hours/week
    14.4 + 25.6 related

    Schedule J breakdown matched by us

    Base
    $91,076 + $161,913 related
    Bonus
    $0
    Other
    $1,019 + $1,811 related
    Deferred
    $12,900 + $22,934 related
    Nontaxable benefits
    $4,416 + $7,851 related
    Filer's total
    $109,411 + $194,509 related

  • NORA ZEI

    CHIEF PARTICIPANT EXPERIENCE OFFICER

    Total calculated
    $247,882
    From this org
    $39,297
    From related orgs
    $177,534
    Other
    $31,051
    Hours/week
    9.2 + 30.8 related

    Schedule J breakdown matched by us

    Base
    $39,297 + $177,534 related
    Bonus
    $0
    Other
    $0
    Deferred
    $3,754 + $16,950 related
    Nontaxable benefits
    $1,864 + $8,483 related
    Filer's total
    $44,915 + $202,967 related

  • JONATHAN SOUTH

    INVESTMENT OFFICER

    Total calculated
    $250,883
    From this org
    $179,965
    From related orgs
    $13,546
    Other
    $57,372
    Hours/week
    37.2 + 2.8 related

    Schedule J breakdown matched by us

    Base
    $179,965 + $13,546 related
    Bonus
    $0
    Other
    $0
    Deferred
    $18,226 + $1,372 related
    Nontaxable benefits
    $35,129 + $2,645 related
    Filer's total
    $233,320 + $17,563 related

  • ANAND RAMAKRISHNAN

    DIRECTOR DATA ENGINEERING

    Total calculated
    $248,311
    From this org
    $88,835
    From related orgs
    $108,576
    Other
    $50,900
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $88,835 + $108,576 related
    Bonus
    $0
    Other
    $0
    Deferred
    $8,566 + $10,470 related
    Nontaxable benefits
    $14,339 + $17,525 related
    Filer's total
    $111,740 + $136,571 related

  • ANDREW G MCDONALD

    DEPUTY GENERAL COUNSEL

    Total calculated
    $245,655
    From this org
    $66,516
    From related orgs
    $135,048
    Other
    $44,091
    Hours/week
    13.2 + 26.8 related

    Schedule J breakdown matched by us

    Base
    $65,304 + $132,588 related
    Bonus
    $0
    Other
    $1,212 + $2,460 related
    Deferred
    $10,746 + $21,818 related
    Nontaxable benefits
    $3,804 + $7,723 related
    Filer's total
    $81,066 + $164,589 related

  • MICHAEL PATOCK

    INVESTMENT OFFICER

    Total calculated
    $241,341
    From this org
    $198,668
    From related orgs
    $14,953
    Other
    $27,720
    Hours/week
    37.2 + 2.8 related

    Schedule J breakdown matched by us

    Base
    $195,049 + $14,681 related
    Bonus
    $0
    Other
    $3,619 + $272 related
    Deferred
    $25,780 + $1,940 related
    Nontaxable benefits
    $0
    Filer's total
    $224,448 + $16,893 related

  • CAROL A PANDAK

    DIRECTOR OF POLIOPLUS

    Total calculated
    $235,022
    From this org
    $179,445
    From related orgs
    $0
    Other
    $55,577
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,075
    Bonus
    $0
    Other
    $3,370
    Deferred
    $33,225
    Nontaxable benefits
    $22,352
    Filer's total
    $235,022

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART I, LINE 1A - FIRST CLASS TRAVEL
UNCOMPENSATED VOLUNTEER LEADERS CONDUCT EXTENSIVE INTERNATIONAL TRAVEL ON BEHALF OF THE ORGANIZATION. THE ROTARY FOUNDATION PROVIDES BUSINESS-CLASS AIRFARE FOR THE TRUSTEES AND THE GENERAL SECRETARY. BUSINESS-CLASS TRAVEL IS AVAILABLE IN MOST MARKETS, BUT IF IT IS NOT, FIRST-CLASS OR ECONOMY AIRFARES ARE SUBSTITUTED. THE ROTARY FOUNDATION TRUSTEES CHAIR IS PERMITTED TO USE FIRST-CLASS TRAVEL, ALTHOUGH HE MAY CHOOSE BUSINESS-CLASS OR ECONOMY CLASS.
FORM 990, SCHEDULE J, PART 1, LINE 1A - TRAVEL FOR COMPANIONS
THE ROTARY FOUNDATION PROVIDES FOR SPOUSE TRAVEL IF SPOUSE PARTICIPATION ASSISTS THE ORGANIZATION IN ACHIEVING ITS MISSION. THE ROTARIAN AND SPOUSE ARE REQUIRED TO SUBMIT DOCUMENTATION DETAILING THE ACTIVITIES AND SUPPORTING THE BONA FIDE BUSINESS PURPOSE OF THE TRAVEL. MANAGEMENT REVIEWS THE DOCUMENTATION DURING THE EXPENSE REIMBURSEMENT APPROVAL PROCESS.
FORM 990, SCHEDULE J, PART I LINE 1A - HIGHEST COMPENSATED EMPLOYEES
THE ROTARY FOUNDATION HAS A HIGHEST COMPENSATED EMPLOYEE AT ITS OFFICE IN ZURICH, SWITZERLAND, WHICH IS CURRENTLY UNDISCLOSED DUE TO POTENTIAL INFRINGEMENT OF LOCAL DATA PRIVACY LAWS. SALARIES FOR STAFF AT THE INTERNATIONAL OFFICES ARE ESTABLISHED IN THEIR LOCAL CURRENCY AND TRANSLATED TO US DOLLARS FOR REPORTING PURPOSES, RESULTING IN POTENTIALLY LARGE FLUCTUATIONS IN THE US DOLLAR REPORTABLE EQUIVALENT FOR COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (82)

    T · INVESTMENT · IL

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202430789349300118

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.