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← ROTARY FOUNDATION OF WASHINGTON DC

Form 990 for tax year 2024

Filed by ROTARY FOUNDATION OF WASHINGTON DC.

Totals

Total revenue
$733,078
Total expenses
$495,721
Contributions and grants received
$73,720
Grants paid
$417,987
Program service revenue
$0
Investment income
$659,358
Other revenue
$0
Total assets, end of year
$9,522,574
Total liabilities, end of year
$44,523
Net assets or fund balances, end of year
$9,478,051
Program services expenses (Part IX)
$417,987
Management and general expenses
$77,734
Fundraising expenses
$0
Program service expenses (Part III)
$417,987

Program services were 84.3% 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

    $73,720

  • 3 · Investment income

    total $210,770 · excluded $210,770

  • 7a · Gross sales of assets other than inventory

    securities $590,508

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

    securities $141,920

  • 7c · Gain or loss

    securities $448,588

  • 7d · Net gain or loss

    total $448,588 · excluded $448,588

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $417,987 · program services $417,987

  • 11a · Fees: management

    total $15,750 · management and general $15,750

  • 11c · Fees: accounting

    total $12,665 · management and general $12,665

  • 11f · Fees: investment management

    total $43,068 · management and general $43,068

  • 19 · Conferences, conventions and meetings

    total $4,387 · management and general $4,387

  • 24a · Other expenses: Other

    total $1,864 · management and general $1,864

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,939 · end of year $31,503

  • 2 · Savings and temporary cash investments

    beginning of year $363,471 · end of year $528,866

  • 9 · Prepaid expenses and deferred charges

    beginning of year $656 · end of year $832

  • 11 · Investments: publicly traded securities

    beginning of year $8,624,125 · end of year $8,961,373

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,585 · end of year $44,523

  • 27 · Net assets without donor restrictions

    beginning of year $6,677,813 · end of year $7,058,537

  • 28 · Net assets with donor restrictions

    beginning of year $2,303,793 · end of year $2,419,514

Mission and programs · 2024

Mission

See Schedule O.

  • The Rotary Club of Washington, DC established the Rotary Foundation of Washington, DC in July 1922 to support the Clubs works of charity of every description. The Foundations three largest service accomplishments in FY 2024-2025 were: (1) $200,000 in Community Service Grants to 33 nonprofit entities in the Greater Washington Metropolitan Area; (2) $96,000 to the Boys and Girls Clubs of Greater Washington for capital expenses; and (3) $30,300 to various 501(c)(3) organizations for internation projects.

    Expenses $417,987 · Grants $417,987

As filed on the 2024 return.

Listed in Part VII

  • Andy Cook

    Director

    Total calculated
    $0
    Hours/week
    1

  • Natalie Forrester

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donnie Shaw

    Director

    Total calculated
    $0
    Hours/week
    1

  • Elise Egan

    Secretary

    Total calculated
    $0
    Hours/week
    3

  • Octavian Ionici

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Schultz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bob Schott

    Director

    Total calculated
    $0
    Hours/week
    1

  • Howard Davis

    Director

    Total calculated
    $0
    Hours/week
    3

  • Tim Hanson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Cohen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lynn Holec

    Immediate Past President

    Total calculated
    $0
    Hours/week
    3

  • Patrick Kavanaugh

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • William Dent

    Sergeant-at-Arms

    Total calculated
    $0
    Hours/week
    3

  • Marilyn Nevy Cruz

    President

    Total calculated
    $0
    Hours/week
    3

  • Todd Miller

    Treasurer

    Total calculated
    $0
    Hours/week
    3

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
2024
Filed
24 March 2026
IRS schema version
2024v5.2
Source object
202640839349300134

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