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Nonprofiteer
← ROTARY DISTRICT 5300 FOUNDATION INC

Form 990 for tax year 2022

Filed by ROTARY DISTRICT 5300 FOUNDATION INC.

Totals

Total revenue
$73,408
Total expenses
$131,062
Contributions and grants received
$62,990
Grants paid
$0
Program service revenue
$0
Investment income
$10,418
Other revenue
$0
Total assets, end of year
$1,629,638
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,629,638
Program services expenses (Part IX)
$121,329
Management and general expenses
$9,733
Fundraising expenses
$0
Program service expenses (Part III)
$121,329

Program services were 92.6% 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

    $62,990

  • 3 · Investment income

    total $10,418 · excluded $10,418

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: MATCHING GRANTS

    total $112,811 · program services $112,811

  • 24b · Other expenses: PROFESSIONAL FEES

    total $9,500 · management and general $9,500

  • 24c · Other expenses: CONFERENCE

    total $8,518 · program services $8,518

  • 24d · Other expenses: BANK & POSTAL FEES

    total $233 · management and general $233

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,765,470 · end of year $1,438,707

  • 11 · Investments: publicly traded securities

    beginning of year $200,223 · end of year $190,931

  • 25 · Other liabilities

    beginning of year $278,401 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,687,292 · end of year $1,629,638

Mission and programs · 2022

Mission

TO SUPPORT AND INSTITUTE CHARITABLE ACTIVITIES OF LOCAL ROTARY CLUBS AND ROTARY INTERNATIONAL, TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT, AND TO ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES.

Activities or mission (Part I)

TO SUPPORT AND INSTITUTE CHARITABLE ACTIVITIES OF LOCAL ROTARY CLUBS AND ROTARY INTERNATIONAL, TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUBS CHARITABLE ACTIVITIES IN THE DISTRICT, AND TO ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES.

  • CLEFT PALATE ENDOWMENT - WORKING WITH ROTAPLAST INTERNATIONAL, INC. LIFE-CHANGING SURGERIES ARE PROVIDED TO THOSE WITH CLEFT LIPS AND/OR PALATES, BURN SCARRING, AND OTHER DEFORMITIES.

    Expenses $76,454

  • LEFLER GRANTS - GRANTS INCOME FROM SECURITIES DISTIBUTED AS MATCHING GRANTS THROUGH LOCAL ROTARY CLUBS FOR LOAL CHARITIES, PRIMARILY YOUTH ORIENTED AND EDUCATIONAL.

    Expenses $7,500

  • PEACE CONFERENCE - AN ANNUAL CONFERENCE SPONSORED BY THE FOUNDATION USUALLY HELD AT A LOCATION CONVENIENT TO ROTARIANS THAT BELONG TO THE DISTRICT'S CLUBS. THE CONFERENCE FEATURES INTERNATIONAL SPEAKERS PROMOTING WORLD PEACE. CONTRIBUTIONS ARE USED FOR CONFERENCE EXPENSES AND EXCESSES ARE CARRIED FORWARD. MORE THAN $10,000 ROTARIANS, ROTARACTORS, INTERACTORS, AND COMMUNITY MEMBERS HAVE ATTENDED THESE EVENTS ENJOYING THE IMPACTFUL PRESENTATIONS OF 150 SPEAKERS.

    Expenses $8,465

  • THE CORAZON SUPERBUILD FOUNDATION FINANCES THE CONSTRUCTION OF HOMES FOR THE UNDERSERVED COMMUNITIES IN NORTHERN MEXICO. ROTARY DISTRICT 5300 CLUB MEMBERS VOLUNTEER THEIR LABOR, LEAD BY TRAINED AND EXPERIENCED LEAD BUILDERS, TO CONSTRUCT 16X20 HOMES FOR FAMILIES IN ONE DAY. TOGETHER, THEY ARE NOT JUST BUILDING HOUSES; THEY ARE IGNITING FUTURES FOR YOUTH, ADULTS, AND ENTIRE COMMUNITIES, CREATING PATHWAYS WHERE NONE SEEMED POSSIBLE.

    Expenses $28,910

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

Listed in Part VII

  • Roger Gutierrez

    CHAIRMAN & DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Soden

    VICE CHAIRMAN & DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Frederick A Findley

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Carl S Von Bibra

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Marla Lefler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Vliestra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Edward Abad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christine Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Datwyler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth McDonough Barry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Russell Hollinhurst

    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

No itemized grants to organizations on this return.

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
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349316956

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