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← ROTARY CLUB 29 FOUNDATION

Form 990 for tax year 2023

Filed by ROTARY CLUB 29 FOUNDATION.

Totals

Total revenue
$752,952
Total expenses
$251,648
Contributions and grants received
$412,482
Grants paid
$186,392
Program service revenue
$0
Investment income
$154,072
Other revenue
$186,398
Total assets, end of year
$3,064,897
Total liabilities, end of year
$76,136
Net assets or fund balances, end of year
$2,988,761
Program services expenses (Part IX)
$211,917
Management and general expenses
$34,703
Fundraising expenses
$5,028
Program service expenses (Part III)
$211,917

Program services were 84.2% 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

    $412,482

  • 3 · Investment income

    total $154,072 · related or exempt $154,072

  • 11a · Other revenue: Gain on Investments

    total $186,398 · related or exempt $186,398

  • 11e · Other revenue, total

    $186,398

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $186,392 · program services $186,392

  • 13 · Office expenses

    total $766 · management and general $383 · fundraising $383

  • 24a · Other expenses: Bank fees

    total $11,278 · management and general $6,633 · fundraising $4,645

  • 24b · Other expenses: Philanthropicscholarships

    total $25,525 · program services $25,525

  • 24c · Other expenses: Management Fee

    total $27,687 · management and general $27,687

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $70,501 · end of year $9,632

  • 4 · Accounts receivable

    beginning of year $19,363 · end of year $36,515

  • 11 · Investments: publicly traded securities

    beginning of year $2,211,050 · end of year $2,724,925

  • 15 · Other assets

    beginning of year $278,662 · end of year $293,825

  • 17 · Accounts payable and accrued expenses

    beginning of year $89,844 · end of year $73,770

  • 25 · Other liabilities

    beginning of year $2,275 · end of year $2,366

  • 27 · Net assets without donor restrictions

    beginning of year $1,842,713 · end of year $2,136,941

  • 28 · Net assets with donor restrictions

    beginning of year $644,744 · end of year $851,820

Mission and programs · 2023

Mission

Rotary Club 29 Foundation was established for the purpose of providing support for the philanthropic projects of the Rotary Club of Oklahoma City.

  • Philanthropies including disaster relief and local, domestic and international grants.

    Expenses $211,917

As filed on the 2023 return.

Listed in Part VII

  • Jake Krattiger

    At Large - Community Service

    Total calculated
    $0
    Hours/week
    2

  • Steve Shepewich

    At Large - International Serv

    Total calculated
    $0
    Hours/week
    2

  • Jane Jenkins

    At Large

    Total calculated
    $0
    Hours/week
    2

  • Vered Harris

    At Large

    Total calculated
    $0
    Hours/week
    2

  • Sarah Roberts

    At Large

    Total calculated
    $0
    Hours/week
    2

  • Bill Hughes

    At Large

    Total calculated
    $0
    Hours/week
    2

  • Andy Rine

    At Large

    Total calculated
    $0
    Hours/week
    2

  • Kendra Robben

    At Large

    Total calculated
    $0
    Hours/week
    2

  • David Walters

    At Large

    Total calculated
    $0
    Hours/week
    2

  • Suzanne Mitchell

    Club President - Elect

    Total calculated
    $0
    Hours/week
    2

  • Lesli Massad

    Club President

    Total calculated
    $0
    Hours/week
    2

  • Tim Dowd

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Wes Milbourn

    Club Past President

    Total calculated
    $0
    Hours/week
    2

  • Matt Bown

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Jim David

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Lisa Synar

    Club Past Treasurer

    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

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
15 November 2025
IRS schema version
2023v6.0
Source object
202531369349302143

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