Form 990 for tax year 2024
Filed by SAN FRANCISCO ROTARY FOUNDATION.
Totals
- Total revenue
- $868,282
- Total expenses
- $295,469
- Contributions and grants received
- $46,020
- Grants paid
- $233,102
- Program service revenue
- $0
- Investment income
- $822,262
- Other revenue
- $0
- Total assets, end of year
- $6,506,774
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $6,506,774
- Program services expenses (Part IX)
- $233,102
- Management and general expenses
- $62,367
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $233,102
Program services were 78.9% 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.
-
1f · All other contributions, gifts and grants
$46,020
-
3 · Investment income
total $148,441 · unrelated business $0 · excluded $148,441
-
7a · Gross sales of assets other than inventory
securities $673,821
-
7c · Gain or loss
securities $673,821
-
7d · Net gain or loss
total $673,821 · related or exempt $0 · unrelated business $0 · excluded $673,821
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $233,102 · program services $233,102
-
11c · Fees: accounting
total $7,660 · program services $0 · management and general $7,660 · fundraising $0
-
24a · Other expenses: PORTFOLIO MANAGMENT FEES
total $51,505 · program services $0 · management and general $51,505 · fundraising $0
-
24b · Other expenses: OTHER ADMINSTRATIVE EX
total $3,202 · program services $0 · management and general $3,202 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $111,424 · end of year $151,917
-
2 · Savings and temporary cash investments
beginning of year $91,115 · end of year $96,033
-
11 · Investments: publicly traded securities
beginning of year $5,811,940 · end of year $6,258,824
-
17 · Accounts payable and accrued expenses
beginning of year $22,333 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $5,638,331 · end of year $6,152,959
-
28 · Net assets with donor restrictions
beginning of year $353,815 · end of year $353,815
Mission and programs · 2024
Mission
MAKE CHARITABLE CONTRIBUTIONS ON BEHALF OF FOUNDATIONS DONORS
-
COLANT USF SCHOLARSHIP - SCHOLARSHIP FOR SELECTED UNIVERSITY OF SAN FRANCISCO STUDENTS
Expenses $25,842 · Grants $22,500 · Revenue $33,879
-
CATHOLIC CHARITIES - ENHANCING CARE FOR THE DISADVANTAGED IN SAN FRANCISCO
Expenses $10,000 · Grants $10,000
-
THE ARC SF - LEARNING AND ACHIEVEMENT CENTER FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
Expenses $18,500 · Grants $18,500
-
OTHER CHARITABLE CONTRIBUTIONS - SF MARIN FOOD BANK, DEI FILM FESTIVAL, ADMTCHP SF CASTRO, BUILDING EDUCATION FOR THE FUTURE FAMILY HOUSE, ALZHEIMERS ASSN, AQUARIUM BY THE BAY, SMUIN BALLET, HOMELESS PRENATAL PROJECT SF ROTARY SERVICE INC, ALLIANCE FOR SMILES
Expenses $178,760 · Grants $182,102 · Revenue $834,404
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Emily BorlandEMILY BORLAND
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Mary LiuMARY LIU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jt ForbusJT FORBUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary DalesGARY DALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher WisemanCHRISTOPHER WISEMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Alisha MarfatiaALISHA MARFATIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sunny SinghSUNNY SINGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robin AzevdoROBIN AZEVDO
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Bob HermannBOB HERMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom BrunnerTOM BRUNNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank YokeFRANK YOKE
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Stacey PooleSTACEY POOLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter LoganPETER LOGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry BoothLARRY BOOTH
DIRECTOR
- 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
-
$93,954
VARIOUS ROTARY CHARITIES
-
$20,000
MEDICAL CHARITY
-
$18,500
DISABILITY SUPPORT
-
$12,000
MEDICAL CHARITY
-
$10,000
FOOD FOR NEEDY
-
$10,000
SUBSTANCE TREATMENT
-
EDUCATION
-
$8,500
PARKS
-
ROTAPLAST
$8,000
MEDICAL CHARITY
-
$7,500
EDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523449349300417
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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