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Nonprofiteer
← ROTARY CLUB OF SANTA FE FOUNDATION INC

Form 990 for tax year 2022

Filed by ROTARY CLUB OF SANTA FE FOUNDATION INC.

Totals

Total revenue
$180,241
Total expenses
$150,827
Contributions and grants received
$211,353
Grants paid
$107,366
Program service revenue
$0
Investment income
$8,131
Other revenue
-$39,243
Total assets, end of year
$558,846
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$558,846
Program services expenses (Part IX)
$149,097
Management and general expenses
$1,730
Fundraising expenses
$0
Program service expenses (Part III)
$149,097

Program services were 98.9% 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.

  • 1c · Fundraising events

    $154,900

  • 1f · All other contributions, gifts and grants

    $56,453

  • 3 · Investment income

    total $8,131 · unrelated business $0 · excluded $8,131

  • 8a · Fundraising events: gross income

    $46,591

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

    $154,900

  • 8b · Fundraising events: direct expenses

    $85,834

  • 8c · Net income from fundraising events

    total -$39,243 · unrelated business $0 · excluded -$39,243

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $104,366 · program services $104,366

  • 2 · Grants to domestic individuals

    total $3,000 · program services $3,000

  • 11c · Fees: accounting

    total $2,843 · program services $1,422 · management and general $1,421 · fundraising $0

  • 13 · Office expenses

    total $618 · program services $309 · management and general $309 · fundraising $0

  • 24a · Other expenses: Art Committee Donation Funding

    total $40,000 · program services $40,000 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,613 · end of year $156,176

  • 2 · Savings and temporary cash investments

    beginning of year $210,655 · end of year $125,745

  • 3 · Pledges and grants receivable

    beginning of year $3,070

  • 10a · Land, buildings and equipment: cost or other basis

    $12,751

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,751

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $279,211 · end of year $269,425

  • 15 · Other assets

    beginning of year $151,404 · end of year $7,500

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,488

  • 27 · Net assets without donor restrictions

    beginning of year $312,439 · end of year $385,770

  • 28 · Net assets with donor restrictions

    beginning of year $338,026 · end of year $173,076

Mission and programs · 2022

Mission

To receive, administer and disburse funds for humanitarian purposes in Santa Fe and northern New Mexico

  • Grant and scholarship awards were made to various local charities, student scholars, Rotary projects, local disaster relief and to Rotary International. This year one majoy grant was awarded for $93,626 as part of the club's Centennial Project -- larger grants for greater impact in the community. $13,740 was committed to smaller projects.

    Expenses $149,097 · Grants $104,366

As filed on the 2022 return.

Listed in Part VII

  • Vic Brenneisen

    President

    Total calculated
    $0
    Hours/week
    4

  • Kevin Southwick

    Secretary

    Total calculated
    $0
    Hours/week
    4

  • Kerry Quinn

    Treasurer

    Total calculated
    $0
    Hours/week
    4

  • Eva Borins

    Director

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Moore

    Director

    Total calculated
    $0
    Hours/week
    2

  • John Wood

    Director

    Total calculated
    $0
    Hours/week
    2

  • Trip Rothschild

    Director

    Total calculated
    $0
    Hours/week
    2

  • Deborah Simon

    Director

    Total calculated
    $0
    Hours/week
    2

  • Bert Tennenbaum

    Director

    Total calculated
    $0
    Hours/week
    2

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

Provenance

Return type
form_990
Tax year
2022
Filed
29 April 2024
IRS schema version
2022v5.0
Source object
202421209349302002

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