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Nonprofiteer
← ATHENS ROTARY FOUNDATION INC

Form 990 for tax year 2023

Filed by ATHENS ROTARY FOUNDATION INC.

Totals

Total revenue
$38,252
Total expenses
$45,441
Contributions and grants received
$5,500
Grants paid
$45,000
Program service revenue
$0
Investment income
$3,801
Other revenue
$28,951
Total assets, end of year
$644,418
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$644,418
Program services expenses (Part IX)
$45,216
Management and general expenses
$225
Fundraising expenses
$0
Program service expenses (Part III)
$45,216

Program services were 99.5% 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

    $5,500

  • 3 · Investment income

    total $12,294 · excluded $12,294

  • 7a · Gross sales of assets other than inventory

    securities $501,116 · other assets $4,466

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

    securities $514,075

  • 7c · Gain or loss

    securities -$12,959 · other assets $4,466

  • 7d · Net gain or loss

    total -$8,493 · excluded -$8,493

  • 8a · Fundraising events: gross income

    $32,648

  • 8b · Fundraising events: direct expenses

    $3,697

  • 8c · Net income from fundraising events

    total $28,951 · excluded $28,951

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,000 · program services $39,000

  • 2 · Grants to domestic individuals

    total $6,000 · program services $6,000

  • 13 · Office expenses

    total $103 · management and general $103

  • 24a · Other expenses: MEMORIAL DEDICATION TREE

    total $216 · program services $216

  • 24b · Other expenses: FOREIGN TAXES-INVEST

    total $92 · management and general $92

  • 24c · Other expenses: CORPORATE REGISTRATION

    total $30 · management and general $30

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $44,515 · end of year $49,522

  • 11 · Investments: publicly traded securities

    beginning of year $521,298 · end of year $594,896

  • 15 · Other assets

    beginning of year $15,372

  • 27 · Net assets without donor restrictions

    beginning of year $581,185 · end of year $644,418

Mission and programs · 2023

Mission

CHARITABLE COMMUNITY CONCERNS

  • CHARITABLE COMMUNITY CONCERNS

    Expenses $45,216 · Grants $45,000

As filed on the 2023 return.

Listed in Part VII

  • James Whitlow Richardson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Dean Mannheimer

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Sarah McKinney

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1
  • Seth Robison

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Niki Jones

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Ashley Carney

    AT LARGE

    Total calculated
    $0
    Hours/week
    1
  • Daniel Mosseri

    AT LARGE

    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
13 May 2025
IRS schema version
2023v6.0
Source object
202511339349308856

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