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Nonprofiteer
← ROSWELL ROTARY FOUNDATION

Form 990 for tax year 2023

Filed by ROSWELL ROTARY FOUNDATION.

Totals

Total revenue
$211,772
Total expenses
$154,750
Contributions and grants received
$124,979
Grants paid
$136,978
Program service revenue
$2,328
Investment income
$0
Other revenue
$84,465
Total assets, end of year
$149,327
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$149,327
Program services expenses (Part IX)
$151,587
Management and general expenses
$3,163
Fundraising expenses
$0
Program service expenses (Part III)
$151,587

Program services were 98.0% 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

    $88,500

  • 1f · All other contributions, gifts and grants

    $36,479

  • 2a · Program service revenue: MISCELLANEOUS INCOME

    total $2,328 · related or exempt $2,328

  • 8a · Fundraising events: gross income

    $135,113

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

    $88,500

  • 8b · Fundraising events: direct expenses

    $50,648

  • 8c · Net income from fundraising events

    total $84,465 · excluded $84,465

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $129,478 · program services $129,478

  • 2 · Grants to domestic individuals

    total $7,500 · program services $7,500

  • 11c · Fees: accounting

    total $950 · management and general $950

  • 12 · Advertising and promotion

    total $633 · management and general $633

  • 13 · Office expenses

    total $1,580 · management and general $1,580

  • 24a · Other expenses: HONOR AIR PROJECT EXPEN

    total $9,609 · program services $9,609

  • 24b · Other expenses: RETURN OF PRIOR CONTRIB

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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $92,305 · end of year $149,327

  • 27 · Net assets without donor restrictions

    beginning of year $92,305 · end of year $149,327

Mission and programs · 2023

Mission

THE GENERAL PURPOSE OF THE FOUNDATION'S CHARITABLE EFFORTS IS TO PROVIDE SUPPORT TO LOCALLY BASED CHARITABLE ORGANIZATIONS, DESIGNED TO PROVIDE BENEVOLENCE AND AID THE QUALITY OF LIFE WITHIN THE CITY OF ROSWELL AND ADJACENT AREAS. THE FOUNDATION ALSO SUPPORTS HONOR AIR, VETERAN RELATED PROGRAMS, AND THE ROTARY INTERNATIONAL FOUNDATION.

  • PROVIDE CHARITABLE DONATIONS AND SCHOLARSHIPS

    Expenses $136,978 · Grants $136,978

  • HONOR AIR PROJECT

    Expenses $14,609

  • SUPPORT ROTARY ACTIVITIES

    Revenue $2,328

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alex Kaufman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 12 related

  • Nancy Alterman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 5 related

  • John Carruth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2 related

  • Terry Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 2 related

  • Lynne Lindsay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

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

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 May 2025
IRS schema version
2023v6.0
Source object
202511289349302381

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

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