Skip to content
Nonprofiteer
← BUCKHEAD ROTARY FOUNDATION INC

Form 990 for tax year 2023

Filed by BUCKHEAD ROTARY FOUNDATION INC.

Totals

Total revenue
$252,443
Total expenses
$135,488
Contributions and grants received
$219,858
Grants paid
$132,500
Program service revenue
$0
Investment income
$32,585
Other revenue
$0
Total assets, end of year
$2,384,489
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,384,489
Program services expenses (Part IX)
$132,500
Management and general expenses
$2,988
Fundraising expenses
$0
Program service expenses (Part III)
$132,500

Program services were 97.8% 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.

  • 1c · Fundraising events

    $104,942

  • 1f · All other contributions, gifts and grants

    $114,916

  • 3 · Investment income

    total $32,585 · excluded $32,585

  • 8a · Fundraising events: gross income

    $75,737

  • 8a · Fundraising events: contributions included on line 1c

    $104,942

  • 8b · Fundraising events: direct expenses

    $75,737

  • 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 $107,500 · program services $107,500

  • 3 · Grants to foreign organizations and individuals

    total $25,000 · program services $25,000

  • 11c · Fees: accounting

    total $850 · management and general $850

  • 23 · Insurance

    total $1,745 · management and general $1,745

  • 24a · Other expenses: BANK SERVICE CHARGES

    total $393 · management and general $393

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $96,187 · end of year $180,610

  • 2 · Savings and temporary cash investments

    beginning of year $1,248 · end of year $10,031

  • 11 · Investments: publicly traded securities

    beginning of year $1,912,279 · end of year $2,193,848

  • 27 · Net assets without donor restrictions

    beginning of year $2,009,714 · end of year $2,384,489

Mission and programs · 2023

Mission

TO CONTRIBUTE TO VARIOUS CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR ENDEAVORS.

Activities or mission (Part I)

TO CONTRIBUTE TO VARIOUS CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR ENDEAVORS

  • THE BUCKHEAD ROTARY FOUNDATION PROVIDES GRANTS TO VARIOUS NONPROFITS TO SUPPORT THEIR CHARITABLE MISSION. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE FOUNDATION GAVE OVER $130,000 TO 10 VARIOUS CHARITIES.

    Expenses $132,500 · Grants $132,500

As filed on the 2023 return.

Listed in Part VII

  • TY TIPPETT

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • BRENT ADAMS

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • GREG DAVIS

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • CATHERINE LAND-WATERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL STIMPERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CRAIG MACKENZIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM COLEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVE PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SAM ALSTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHY LAMON

    TRUSTEE

    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

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
12 November 2024
IRS schema version
2023v5.1
Source object
202403189349310375

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

The source document this was parsed from is served over the API, which is where bulk and document access live.