Form 990 for tax year 2023
Filed by BATAVIA ROTARY MEMORIAL FUND.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 2 February 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $124,702 changed to $124,706
- Total expenses
- $100,304 changed to $101,260
- Investment income
- $21,887 changed to $21,891
- Management and general expenses
- $2,304 changed to $3,260
Listed only on the earlier return
- FRANCIS G MSRCHESE
- JUSTIN CLARCO SMIT
Listed only on the later return
- FRANCIS G MARCHESE
- JUSTIN CLARICO SMITH
Totals
- Total revenue
- $124,702
- Total expenses
- $100,304
- Contributions and grants received
- $50,100
- Grants paid
- $98,000
- Program service revenue
- $0
- Investment income
- $21,887
- Other revenue
- $52,715
- Total assets, end of year
- $654,910
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $654,910
- Program services expenses (Part IX)
- $98,000
- Management and general expenses
- $2,304
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $98,000
Program services were 97.7% 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
$50,100
-
3 · Investment income
total $15,950 · related or exempt $15,950
-
4 · Income from investment of tax-exempt bond proceeds
total $3,715 · related or exempt $3,715
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $38,293
-
7b · Less cost or other basis and sales expenses
securities $36,071
-
7c · Gain or loss
securities $2,222
-
7d · Net gain or loss
total $2,222 · related or exempt $2,222
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$114,340
-
9b · Gaming: direct expenses
$61,625
-
9c · Net income from gaming
total $52,715 · related or exempt $52,715
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $80,000 · program services $80,000
-
2 · Grants to domestic individuals
total $18,000 · program services $18,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $2,177 · management and general $2,177
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Postage and Shipping
total $84 · management and general $84
-
24b · Other expenses: Printing and Publications
total $43 · management and general $43
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $77,492 · end of year $81,955
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $554,044 · end of year $572,955
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $631,536 · end of year $654,910
Mission and programs · 2023
Mission
TO GIVE SCHOLARSHIPS TO STUDENTS AND SUPPORT OTHER NOT FOR PROFIT ORGANIZATIONS IN GLOW REGION
-
ROCHESTER REGIONAL HEALTH CARE
Expenses $50,000
-
YMCA BUILDING PLEDGE
Expenses $30,000
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $18,000
As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
EDMUND LEISING
Vice President
- Total calculated
- $0
- Hours/week
- 0.25
-
JOSEPH ROWBOTTOM
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
TED HAWLEY
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
DAVE METZLER
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
JUSTIN CLARCO SMIT
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
STEVE GRICE
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
BOB THOMPSON
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
JAY GSELL
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
ROSALIE MAGUIRE SIMON
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
MARLIN SALMON
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
MICHAEL J HODGINS
President
- Total calculated
- $0
- Hours/week
- 0.25
-
DONNA SASKOWSKI
Secretary
- Total calculated
- $0
- Hours/week
- 0.25
-
FRANCIS G MSRCHESE
Treasurer
- Total calculated
- $0
- Hours/week
- 0.25
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
-
ROCHESTER REGIONAL HEALTH
$50,000
-
YMCA
$30,000
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202440959349300814
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