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← ROTARY CLUB OF WARREN FOUNDATION

Form 990 for tax year 2023

Filed by ROTARY CLUB OF WARREN FOUNDATION.

Totals

Total revenue
$55,451
Total expenses
$45,188
Contributions and grants received
$38,910
Grants paid
$37,890
Program service revenue
$0
Investment income
$16,541
Other revenue
$0
Total assets, end of year
$319,301
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$319,301
Program services expenses (Part IX)
$37,990
Management and general expenses
$7,198
Fundraising expenses
$0
Program service expenses (Part III)
$37,990

Program services were 84.1% 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

    $38,910

  • 3 · Investment income

    total $8,824 · excluded $8,824

  • 7a · Gross sales of assets other than inventory

    securities $143,165 · other assets $2,906

  • 7b · Less cost or other basis and sales expenses

    securities $138,354

  • 7c · Gain or loss

    securities $4,811 · other assets $2,906

  • 7d · Net gain or loss

    total $7,717 · excluded $7,717

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $37,890 · program services $37,890

  • 11a · Fees: management

    total $2,960 · management and general $2,960

  • 11c · Fees: accounting

    total $1,200 · management and general $1,200

  • 11f · Fees: investment management

    total $3,002 · management and general $3,002

  • 24a · Other expenses: STATE FILING FEES

    total $100 · program services $100

  • 24b · Other expenses: FOREIGN TAXES

    total $36 · management and general $36

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $309,038 · end of year $319,301

  • 27 · Net assets without donor restrictions

    beginning of year $252,311 · end of year $258,885

  • 28 · Net assets with donor restrictions

    beginning of year $56,727 · end of year $60,416

Mission and programs · 2023

Mission

MISSION OF THE FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.

  • THE ROTARY CLUB FOUNDATION PROVIDED FUNDS TO OTHER NON-PROFIT ORGANIZATIONS IN THE COMMUNITY AND WORLDWIDE FOR THEIR USE IN DELIVERING VARIOUS NEEDED SERVICES IN LINE WITH THE MISSION OF THE FOUNDATION.

    Expenses $37,990 · Grants $37,890

As filed on the 2023 return.

Listed in Part VII

  • Andrew Bednar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Lapolla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise May

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ted Stazak

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Kim Straniak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tony Iannucci

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Judy Masaki

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Oblinger

    TREASURER

    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

Provenance

Return type
form_990
Tax year
2023
Filed
14 February 2024
IRS schema version
2023v6.0
Source object
202510579349300706

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

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