Form 990 for tax year 2024
Filed by SARATOGA ROTARY CHARITABLE FOUNDATION.
Totals
- Total revenue
- $141,140
- Total expenses
- $161,700
- Contributions and grants received
- $15,344
- Grants paid
- $156,781
- Program service revenue
- $0
- Investment income
- $67,206
- Other revenue
- $58,590
- Total assets, end of year
- $2,498,217
- Total liabilities, end of year
- $11,124
- Net assets or fund balances, end of year
- $2,487,093
- Program services expenses (Part IX)
- $156,778
- Management and general expenses
- $4,919
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $156,778
Program services were 97.0% 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.
-
1f · All other contributions, gifts and grants
$15,344
-
3 · Investment income
total $67,206 · related or exempt $67,206
-
8a · Fundraising events: gross income
$90,734
-
8b · Fundraising events: direct expenses
$32,144
-
8c · Net income from fundraising events
total $58,590
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $133,833 · program services $133,833
-
2 · Grants to domestic individuals
total $22,948 · program services $22,945
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,593 · management and general $2,593
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $47 · management and general $47
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Software subscription
total $1,994 · management and general $1,994
-
24b · Other expenses: P.O. Box rental
total $210 · management and general $210
-
24c · Other expenses: Registration fee
total $75 · management and general $75
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $300,336 · end of year $203,827
-
11 · Investments: publicly traded securities
beginning of year $2,036,762 · end of year $2,294,390
-
18 · Grants payable
beginning of year $10,224 · end of year $11,124
-
27 · Net assets without donor restrictions
beginning of year $290,112 · end of year $179,236
-
28 · Net assets with donor restrictions
beginning of year $2,036,762 · end of year $2,307,857
Mission and programs · 2024
Mission
Grants to support 1 youth services activities - high school seniors, rotary youth entrepreneurial leaders, and various school programs, 2 community services activities - Feeding the Hungry, Rise Against Hunger, Operation Care Comfort, and other programs. 3 community partners in healthcare, elder care and art, culture nature.
Activities or mission (Part I)
Grant funds to charitable, educational and other nonprofit organizations. The foundation grants support requests for capital needs and one-time special expenses.
-
The foundation provides grants to 1 Youth Services Activities include scholarships of 15k to high school seniors and local college students 10-12 Rotary youth leadership training sponsorships 6-10 Entrepreneurial leadership conference sponsorships donation of 3600 books to Read Across America over the years 10 students back to school help career conversations and mentorship for underprivileged students. 2 Community Services Activities include distributing 10k-30k meals to hungry students and Rise Against Hunger internationally purchasing and packing 600 care packages to 300 active-duty service men and women providing breakfasts to local schools and conducting community cleanup. 3 Grants Awarded to 12 to 20 Community Partners in the fields of a Healthcare and medical, b Community welfare, c Elder care, d Education, e Art, Culture and Nature.
Expenses $156,778 · Grants $156,778
As filed on the 2024 return.
Listed in Part VII
-
Phil Young
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
James LeBlanc
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Bella Mahoney
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Wes Toy
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Chuck Swan
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Bruce Hodgin
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Chuck Page
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Terrie Creamer
CEO
- Total calculated
- $0
- Hours/week
- 2
-
Sangita Seshadri
CFO
- Total calculated
- $0
- Hours/week
- 2
-
Patti Workman
Secretary
- 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
-
$20,000
computers
-
The Grateful Garment Project
$10,000
new emergency clothing, etc
-
$10,000
portable vision screener
-
$8,500
pool fence
-
$8,432
sound system
-
$7,857
lights
-
$7,500
3 ECGs
-
Books for Elmwood Correctional Facility
-
supplies
-
$5,200
assistive technology
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523169349301212
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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