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Nonprofiteer
← TACOMA ROTARY 8 FOUNDATION

Form 990 for tax year 2022

Filed by TACOMA ROTARY 8 FOUNDATION.

Totals

Total revenue
$377,465
Total expenses
$299,797
Contributions and grants received
$351,997
Grants paid
$262,515
Program service revenue
$0
Investment income
$37,154
Other revenue
-$11,686
Total assets, end of year
$2,300,445
Total liabilities, end of year
-$270
Net assets or fund balances, end of year
$2,300,715
Program services expenses (Part IX)
$283,056
Management and general expenses
$16,741
Fundraising expenses
$0
Program service expenses (Part III)
$283,056

Program services were 94.4% 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.

  • 1c · Fundraising events

    $233,055

  • 1f · All other contributions, gifts and grants

    $118,942

  • 1g · Noncash contributions included above

    $66,013

  • 3 · Investment income

    total $2,266 · excluded $2,266

  • 7a · Gross sales of assets other than inventory

    securities $107,249

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

    securities $72,361

  • 7c · Gain or loss

    securities $34,888

  • 7d · Net gain or loss

    total $34,888 · excluded $34,888

  • 8a · Fundraising events: gross income

    $79,891

  • 8a · Fundraising events: contributions included on line 1c

    $233,055

  • 8b · Fundraising events: direct expenses

    $103,103

  • 8c · Net income from fundraising events

    total -$23,212 · excluded -$23,212

  • 9a · Gaming: gross income

    $8,800

  • 9b · Gaming: direct expenses

    $1,834

  • 9c · Net income from gaming

    total $6,966 · excluded $6,966

  • 11a · Other revenue: FINES-MEETING DAY

    total $4,560 · excluded $4,560

  • 11e · Other revenue, total

    $4,560

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $228,965 · program services $228,965

  • 2 · Grants to domestic individuals

    total $33,550 · program services $33,550

  • 11f · Fees: investment management

    total $10,691 · management and general $10,691

  • 11g · Fees: other

    total $5,670 · management and general $5,670

  • 24a · Other expenses: COMMITTEE EXPENSES

    total $19,742 · program services $19,742

  • 24b · Other expenses: OTHER EXPENSES

    total $1,179 · program services $799 · management and general $380

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$444 · end of year $56,850

  • 2 · Savings and temporary cash investments

    beginning of year $449,236 · end of year $444,240

  • 4 · Accounts receivable

    beginning of year $833

  • 11 · Investments: publicly traded securities

    beginning of year $1,706,604 · end of year $1,799,355

  • 25 · Other liabilities

    beginning of year $21,706 · end of year -$270

  • 27 · Net assets without donor restrictions

    beginning of year $2,118,364 · end of year $2,300,715

  • 28 · Net assets with donor restrictions

    beginning of year $16,159 · end of year $0

Mission and programs · 2022

Mission

THE TACOMA ROTARY FOUNDATION, AND INDEPENDENT 501 (C) (3) COLLECTS AND MAINTAINS FUNDS IN ORDER TO PROVIDE THE ROTARY CLUB OF TACOMA WITH RESOURCES TO BE USED EXCLUSIVELY FOR CHARITABLE WORKS IN THE LOCAL AND GLOBAL COMMUNITY.

Activities or mission (Part I)

PROVIDE LOCAL SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS IN THE LOCAL AND GLOBAL COMMUNITY.

  • PROVIDE SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS IN THE COMMUNITY AND THE ROTARY CLUB OF TACOMA #8 . GRANTS ARE MADE AVAILABLE TO ORGANIZATIONS THAT PROVIDE SERVICES TO LESS FORTUNATE INDIVIDUALS. SERVICES TO THESE ORGANIZATIONS HELP TO COVER FOOD, HEALTH CARE, HOUSING, AND THE OVERALL GENERAL HEALTH OF INDIVIDUALS SERVED BY THESE ORGANIZATIONS. THE FOUNDATION ALSO CONDUCTED VARIOUS COMMUNITY SERVICE PROJECTS.

    Expenses $283,056 · Grants $262,515

As filed on the 2022 return.

Listed in Part VII

  • MARK ANDERSON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JEFF ALBERS

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • CYNTHIA DARLAND

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • RICK TRIGGS

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • WHITNEY GRISAFFI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MARIA HARLOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • KATHY MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICK OLDENBURG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GREG ROLSMA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
12 June 2024
IRS schema version
2022v5.0
Source object
202411659349301521

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

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