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← ROTARY FOUNDATION OF INDIANAPOLIS INC

Form 990 for tax year 2023

Filed by ROTARY FOUNDATION OF INDIANAPOLIS INC.

Totals

Total revenue
$395,704
Total expenses
$381,940
Contributions and grants received
$52,969
Grants paid
$263,000
Program service revenue
$0
Investment income
$342,735
Other revenue
$0
Total assets, end of year
$8,996,030
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,996,030
Program services expenses (Part IX)
$263,000
Management and general expenses
$118,940
Fundraising expenses
$0
Program service expenses (Part III)
$263,000

Program services were 68.9% 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.

  • 1f · All other contributions, gifts and grants

    $52,969

  • 3 · Investment income

    total $97,851 · excluded $97,851

  • 7a · Gross sales of assets other than inventory

    securities $894,355

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

    securities $649,471

  • 7c · Gain or loss

    securities $244,884

  • 7d · Net gain or loss

    total $244,884 · excluded $244,884

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $263,000 · program services $263,000

  • 11a · Fees: management

    total $62,000 · management and general $62,000

  • 11c · Fees: accounting

    total $4,280 · management and general $4,280

  • 11f · Fees: investment management

    total $51,118 · management and general $51,118

  • 24a · Other expenses: OFFICE SUPPLIES

    total $1,076 · management and general $1,076

  • 24b · Other expenses: CREDIT CARD SERVICE FEE

    total $398 · management and general $398

  • 24c · Other expenses: POSTAGE

    total $68 · management and general $68

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $38,034 · end of year $50,181

  • 11 · Investments: publicly traded securities

    beginning of year $2,690,592 · end of year $2,913,381

  • 12 · Investments: other securities

    beginning of year $5,603,642 · end of year $6,032,468

  • 27 · Net assets without donor restrictions

    beginning of year $8,332,268 · end of year $8,996,030

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

TO FURTHER THE PHILOSOPHY OF "SERVICE ABOVE SELF" BY MAKING CHARITABLE/EDUCATIONAL GRANTS.

  • ALL OF THE GRANTS AND CONTRIBUTIONS WERE TO OTHER IRC SECTION 501(C) (3) ORGANIZATIONS, WHICH USED THE FUNDS TO CARRY OUT THEIR PARTICULAR EXEMPT PURPOSE.

    Expenses $263,000 · Grants $263,000

As filed on the 2023 return.

Listed in Part VII

  • Bill Bubenzer

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Matt Burnett

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Matthew Will

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jenny Dexter

    EX OFFICIER

    Total calculated
    $0
    Hours/week
    2

  • Patrick Broccolo

    EX OFFICIER

    Total calculated
    $0
    Hours/week
    2

  • Marie Koenig

    EX OFFICIER

    Total calculated
    $0
    Hours/week
    2

  • Jeff Moffatt

    EX OFFICIER

    Total calculated
    $0
    Hours/week
    2

  • Lynn Lambuth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Erin Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tom Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charlie Meyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Dreyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jamie Hannan

    EX OFFICIER

    Total calculated
    $0
    Hours/week
    2

  • Pat Garten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Erin Weesner

    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

  • COMMUNITY ALLIANCE OF THE FAR EASTSIDE INC

    $25,000

    GRANT FUNDS USED TO PURCHASE A COMMUNITY COOLER TO BE INSTALLED IN COMMUNAL RESIDENTIAL LOCATION ON THE FAR EASTSIDE OF INDIANAPOLIS, OFFERING FRESH, NUTRITIOUS FOODS TO FOOD-INSECURE NEIGHBORS IN ONE OF THE COUNTRY'S LARGEST FOOD DESERTS.

  • INDIANA DIAPER BANK

    $25,000

    INDIANA DIAPER BANK AIMS TO ELIMINATE DIAPER NEED IN THE COMMUNITY. GRANT FUNDS ARE USED TO PURCHASE DIAPERS TO BE ABLE TO ADD MORE COMMUNITY PARTNERS.

  • THE SOCIETY OF ST VINCENT DE PAUL INDIANAPOLIS COUNCIL

    $25,000

    MISSION IS TO LEAD WOMEN AND MEN TO JOIN TOGETHER TO GROW SPIRITUALLY BY OFFERING PERSON TO PERSON SERVICES TO THOSE WHO ARE IN POVERTY AND SUFFERING. GRANT WILL BE USED TO COVER PORTION OF COSTS TO INSTALL COOLERS, FREEZERS, AND SHELVING FOR THE FOOD PANTRY.

  • INDIANAPOLIS JEWISH COMMUNITY RELATIONS COUNCIL

    $10,000

    TO CHANGE THE STATISTICS RELATED TO HOLOCAUSE EDUCATION, SCHOOL DISTRICTS INDIANA AND THE UNITED STATES WILL RECEIVE MIDDLE AND HIGH SCHOOL CURRICULA TO ACCOMPANY THE FILM, OFFERING LESSON PLANS TO BETTER UNDERSTAND AND COMPREHEND FRANK GRUNWALD'S EXPERIENCES.

  • KNOT TODAY INC

    $10,000

    KNOT TODAY'S MISSION IS GENERATE AWARENESS AND INITIATE PREVENTION STRATEGIES TO END SEXUAL ABUSE, EXPLOITATION, AND TRAFFICKING OF CHILDREN. GRANT IS USED TO PRINT AND DISTRIBUTE A VITAL SCHOOL RESOURCE: THE KNOT TODAY EDUCATOR'S GUIDES.

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
29 January 2025
IRS schema version
2023v6.0
Source object
202540359349300104

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