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Nonprofiteer
← BELLEVUE ROTARY FOUNDATION

Form 990 for tax year 2023

Filed by BELLEVUE ROTARY FOUNDATION.

Totals

Total revenue
$233,416
Total expenses
$170,224
Contributions and grants received
$229,119
Grants paid
$110,561
Program service revenue
$0
Investment income
$38,356
Other revenue
-$34,059
Total assets, end of year
$1,360,637
Total liabilities, end of year
$70,831
Net assets or fund balances, end of year
$1,289,806
Program services expenses (Part IX)
$121,511
Management and general expenses
$48,713
Fundraising expenses
$0
Program service expenses (Part III)
$121,511

Program services were 71.4% 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

    $163,390

  • 1f · All other contributions, gifts and grants

    $65,729

  • 1g · Noncash contributions included above

    $50,072

  • 3 · Investment income

    total $37,652 · excluded $37,652

  • 7a · Gross sales of assets other than inventory

    securities $704

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

    securities $0

  • 7c · Gain or loss

    securities $704

  • 7d · Net gain or loss

    total $704 · excluded $704

  • 8a · Fundraising events: gross income

    $47,908

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

    $163,390

  • 8b · Fundraising events: direct expenses

    $92,602

  • 8c · Net income from fundraising events

    total -$44,694 · excluded -$44,694

  • 9a · Gaming: gross income

    $2,632

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $2,632 · excluded $2,632

  • 11a · Other revenue: BAM ICE CREAM

    total $7,475 · excluded $7,475

  • 11b · Other revenue: REIMBURSEMENTS

    total $528 · excluded $528

  • 11e · Other revenue, total

    $8,003

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $69,031 · program services $69,031

  • 2 · Grants to domestic individuals

    total $5,000 · program services $5,000

  • 3 · Grants to foreign organizations and individuals

    total $36,530 · program services $36,530

  • 11c · Fees: accounting

    total $36,435 · management and general $36,435

  • 11f · Fees: investment management

    total $4,667 · management and general $4,667

  • 13 · Office expenses

    total $6,482 · management and general $6,482

  • 24a · Other expenses: PROGRAM & PROJECT

    total $6,185 · program services $6,185

  • 24b · Other expenses: COGS - ICE CREAM SALES

    total $4,765 · program services $4,765

  • 24c · Other expenses: BAD DEBT

    total $472 · management and general $472

  • 24e · All other expenses

    total $657 · management and general $657

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $252,492 · end of year $148,879

  • 2 · Savings and temporary cash investments

    beginning of year $857,614 · end of year $1,208,534

  • 4 · Accounts receivable

    beginning of year $1,546 · end of year $3,224

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,371 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,572 · end of year $1,775

  • 18 · Grants payable

    beginning of year $91,247 · end of year $66,508

  • 25 · Other liabilities

    beginning of year $852 · end of year $2,548

  • 27 · Net assets without donor restrictions

    beginning of year $460,464 · end of year $411,756

  • 28 · Net assets with donor restrictions

    beginning of year $566,888 · end of year $878,050

Mission and programs · 2023

Mission

TO FUND VARIOUS CHARITABLE AND EDUCATIONAL ORGANIZATIONS AND ACTIVITIES WITHIN THE GREATER EASTSIDE OF LAKE WASHINGTON AND INTERNATIONAL SERVICE PROJECT GRANTS.

Activities or mission (Part I)

TO FUND VARIOUS CHARITABLE AND EDUCATIONAL ORGANIZATIONS AND ACTIVITIES WITHIN THE GREATER EASTSIDE OF LAKE WASHINGTON LOCATED IN WASHINGTON STATE.

  • COMMUNITY GRANTS PROGRAM: PROVIDE DONATIONS AND FUNDING TO VARIOUS CHARITIES AND EDUCATIONAL ORGANIZATIONS PROVIDING SERVICES TO RESIDENTS PRIMARILY ON THE GREATER EASTSIDE OF LAKE WASHINGTON. THE FOUNDATION HAS CONTRIBUTED SIGNIFICANT DOLLARS AND COUNTLESS VOLUNTEER HOURS TO ORGANIZATIONS IN THE BELLEVUE COMMUNITY SINCE IT WAS ESTABLISHED IN 1990. IN FY24, THE BELLEVUE ROTARY FOUNDATION CONTRIBUTED $66,204 TO 18 DIFFERENT ORGANIZATIONS AND $2,827 WAS DIRECTED TOWARDS THE FAMILY FESTIVAL SUPPORT PROJECT.

    Expenses $79,981 · Grants $69,031

  • WORLD COMMUNITY SERVICE: THE FOUNDATION ALSO PARTICIPATES IN A BROAD RANGE OF HUMANITARIAN, INTERCULTURAL AND EDUCATIONAL ACTIVITIES DESIGNED TO IMPROVE THE HUMAN CONDITION. HUMANITARIAN GRANTS SUPPORT PROJECTS THAT PROVIDE HEALTH CARE AND MEDICAL SUPPLIES, CLEAN WATER, FOOD, JOB TRAINING, YOUTH DEVELOPMENT, AND EDUCATION TO MILLIONS OF PEOPLE IN NEED, PARTICULARLY IN THE DEVELOPING WORLD. THE FOUNDATION ALSO PROVIDES NUMEROUS GRANTS EACH YEAR TO FUND THE WORK OF ROTARY CLUB OF BELLEVUE VOLUNTEERS, WHO TRAVEL TO PARTS OF THE WORLD WHERE THEIR TECHNICAL EXPERTISE AND KNOWLEDGE ARE MOST NEEDED TO ALLEVIATE HARDSHIP AND SOLVE PROBLEMS. IN ADDITION, THE FOUNDATION BUILDS UNDERSTANDING THROUGH INTERNATIONAL SCHOLARSHIPS, EXCHANGE PROGRAMS AND HUMANITARIAN GRANTS. THE ROTARY CENTERS FOR INTERNATIONAL STUDIES IN PEACE AND CONFLICT RESOLUTION IS AN INNOVATIVE PROGRAM DESIGNED TO EDUCATE TOMORROW'S PEACEMAKERS.

    Expenses $36,530 · Grants $36,530

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $5,000 · Grants $5,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Jemal Idris

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Matt Camrud

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Tom Knollmann

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • John Baldwin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Pi-Shuang Christine Chi

    TREASURER

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Kathleen Steele

    SECRETARY

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Cathy Kimball

    SERGEANT-AT-ARMS

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Jeffrey Van Gogh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Regina Glenn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Celia Morant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Garrett Hyman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Paul Lwali

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Armen Stein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 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
2023
Filed
7 April 2025
IRS schema version
2023v6.0
Source object
202520999349301432

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

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