- Revenue 2024
- $462,635,498
- Expenses 2024
- $392,946,470
Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- Q113
- Classification
- 1000
- Street
- 1560 SHERMAN AVE
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE MISSION OF THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL 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)
ROTARIANS WORK TOWARD ADVANCING WORLD UNDERSTANDING, GOODWILL AND PEACE.
-
POLIOPLUS - THE POLIOPLUS PROGRAM IS ROTARY'S EFFORT TO ERADICATE THE POLIOVIRUS WORLDWIDE. ROTARIANS HAVE PROVIDED FINANCIAL SUPPORT AND COUNTLESS VOLUNTEER HOURS TO ENSURE THAT CHILDREN ARE IMMUNIZED AGAINST THIS CRIPPLING DISEASE AND THAT SURVEILLANCE OF THE VIRUS IS STRONG, DESPITE THE POOR INFRASTRUCTURE, EXTREME POVERTY, AND CIVIL STRIFE OF MANY COUNTRIES. FUNDS SUPPORT NATIONAL IMMUNIZATION DAYS, POLIOVIRUS TRANSMISSION MONITORING, AND OTHER EFFORTS IN POLIO-ENDEMIC, RECENTLY ENDEMIC, AND HIGH RISK COUNTRIES. ROTARY IS A CORE PARTNER IN THE GLOBAL POLIO ERADICATION INITIATIVE, ALONG WITH THE WORLD HEALTH ORGANIZATION, UNICEF, THE CDC, AND THE GATES FOUNDATION.
Expenses $152,997,438 · Grants $151,040,416
-
ROTARY GRANTS - GLOBAL GRANTS SUPPORT HUMANITARIAN PROJECTS, SCHOLARSHIPS, AND VOCATIONAL TRAINING TEAMS IN ROTARY'S AREAS OF FOCUS.DISTRICT GRANTS SUPPORT SMALLER-SCALE PROJECTS RELATED TO THE FOUNDATION'S MISSION. PARTNERSHIP GRANTS ALSO SUPPORT THE AREAS OF FOCUS AND ARE CARRIED OUT WITH THE FOUNDATION'S STRATEGIC PARTNERS.
Expenses $138,314,262 · Grants $114,003,123
-
THE CORPORATE SOCIAL RESPONSIBILITY PROGRAM IS DESIGNED TO FUND PROJECTS ALIGNED WITH THE FOUNDATION'S MISSION WHILE HELPING FOR-PROFIT CORPORATIONS ACHIEVE THEIR SOCIAL RESPONSIBILITY GOALS.
Expenses $14,324,597 · Grants $14,324,597
-
DONOR ADVISED FUND - THE DONOR ADVISED FUND IS A CHARITABLE GIVING VEHICLE THAT OFFERS INDIVIDUALS AND ROTARY-AFFILIATED GROUPS THE ABILITY TO MAKE GRANT RECOMMENDATIONS TO SUPPORT EITHER THE ROTARY FOUNDATION PROGRAMS OR OTHER IRS-APPROVED CHARITIES. THE ROTARY FOUNDATION HAS ULTIMATE DISCRETION AND CONTROL OVER DISTRIBUTION OF THE FUNDS.
Expenses $13,812,020 · Grants $13,812,020
-
THE ROTARY HEALTHY COMMUNITIES CHALLENGE - THIS PROGRAM FUNDS LARGE-SCALE, HIGH-IMPACT PROGRAMMING, WORKING WITH LOCAL LEADERSHIP TO STRENGTHEN COMMUNITY HEALTH SYSTEMS AND INCREASE THE CAPACITY OF COMMUNITY HEALTH WORKERS.
Expenses $7,845,566 · Grants $7,845,566
-
ROTARY PEACE CENTERS - EACH YEAR, UP TO 100 FELLOWS ARE SPONSORED TO STUDY AT ONE OF THE ROTARY PEACE CENTERS FOR A MASTER'S-LEVEL DEGREE OR PROFESSIONAL DEVELOPMENT CERTIFICATE.
Expenses $5,520,604 · Grants $5,520,604
-
PROGRAMS OF SCALE - GRANTS THAT SUPPORT LONGER-TERM, HIGH-IMPACT PROGRAMS LED BY ROTARY MEMBERS.
Expenses $2,053,323 · Grants $2,053,323
-
DISASTER RESPONSE GRANTS - THE ROTARY FOUNDATION SUPPORTS DISASTER RELIEF AND RECOVERY EFFORTS THROUGH GRANTS FROM THE ROTARY DISASTER RESPONSE FUND.
Expenses $1,920,136 · Grants $1,920,136
-
SPECIAL INITIATIVE GRANTS - OTHER PROGRAM SERVICES THAT ARE IN PLACE TO COORDINATE AND DIRECT THE ACTIVITIES OF THE ROTARY FOUNDATION.
Expenses $117,967 · Grants $117,967
-
PROJECT ENHANCEMENT PROCESS - PROVIDES PROJECT PLANNING AND TECHNICAL SUPPORT TO CLUBS AND DISTRICTS FOR GLOBAL GRANTS.
Expenses $55,238 · Grants $55,238
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Gordon McInally Beg 724GORDON MCINALLY BEG 724
TRUSTEE
- Total calculated
- $123,972
- From this org
- $0
- From related orgs
- $113,656
- Other
- $10,316
- Hours/week
- 20 + 20 related
-
Holger KnaackHOLGER KNAACK
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 20
-
Larry A LunsfordLARRY A LUNSFORD
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 20
-
Mark Daniel MaloneyMARK DANIEL MALONEY
CHAIR
- Total calculated
- $0
- Hours/week
- 40
-
Akira MikiAKIRA MIKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Ann-Britt Asebol Beg 724ANN-BRITT ASEBOL BEG 724
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Bharat S PandyaBHARAT S PANDYA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Carlos E SandovalCARLOS E SANDOVAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Ching-Huei Horng Beg 724CHING-HUEI HORNG BEG 724
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Chun-Wook HyunCHUN-WOOK HYUN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Dennis J ShoreDENNIS J SHORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Greg PoddGREG PODD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Ijeoma Okoro Beg 724IJEOMA OKORO BEG 724
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Jennifer JonesJENNIFER JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
Martha Peak HelmanMARTHA PEAK HELMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 20
-
John HewkoJOHN HEWKO
CHIEF EXECUTIVE OFFICER
- Total calculated
- $852,448
- From this org
- $279,792
- From related orgs
- $497,408
- Other
- $75,248
- Hours/week
- 14.4 + 25.6 related
Schedule J breakdown matched by us
- Base
- $240,700 + $427,911 related
- Bonus
- $34,525 + $61,378 related
- Other
- $4,567 + $8,119 related
- Deferred
- $15,327 + $27,248 related
- Nontaxable benefits
- $11,762 + $20,911 related
- Filer's total
- $306,881 + $545,567 related
-
Julie BurkeJULIE BURKE
CHIEF FINANCIAL OFFICER
- Total calculated
- $510,706
- From this org
- $214,217
- From related orgs
- $214,217
- Other
- $82,272
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $182,424 + $182,424 related
- Bonus
- $28,358 + $28,358 related
- Other
- $3,435 + $3,435 related
- Deferred
- $21,288 + $21,288 related
- Nontaxable benefits
- $19,848 + $19,848 related
- Filer's total
- $255,353 + $255,353 related
-
Michele BergMICHELE BERG
DEPUTY GENERAL SECRETARY
- Total calculated
- $552,063
- From this org
- $168,220
- From related orgs
- $299,059
- Other
- $84,784
- Hours/week
- 14.4 + 25.6 related
Schedule J breakdown matched by us
- Base
- $145,546 + $258,750 related
- Bonus
- $22,674 + $40,309 related
- Other
- $0
- Deferred
- $15,327 + $27,248 related
- Nontaxable benefits
- $15,195 + $27,014 related
- Filer's total
- $198,742 + $353,321 related
-
Eric JonesERIC JONES
CHIEF INVESTMENT OFFICER
- Total calculated
- $479,610
- From this org
- $371,247
- From related orgs
- $27,943
- Other
- $80,420
- Hours/week
- 37.2 + 2.8 related
Schedule J breakdown matched by us
- Base
- $364,344 + $27,423 related
- Bonus
- $0
- Other
- $6,903 + $520 related
- Deferred
- $39,595 + $2,980 related
- Nontaxable benefits
- $35,195 + $2,650 related
- Filer's total
- $446,037 + $33,573 related
-
David AlexanderDAVID ALEXANDER
CHIEF COMMUNICATIONS OFFICER
- Total calculated
- $428,449
- From this org
- $48,661
- From related orgs
- $298,918
- Other
- $80,870
- Hours/week
- 5.6 + 34.4 related
Schedule J breakdown matched by us
- Base
- $42,076 + $258,465 related
- Bonus
- $5,945 + $36,520 related
- Other
- $640 + $3,933 related
- Deferred
- $5,765 + $35,414 related
- Nontaxable benefits
- $5,556 + $34,135 related
- Filer's total
- $59,982 + $368,467 related
-
Paul HaismanPAUL HAISMAN
CHIEF INFORMATION OFFICER
- Total calculated
- $414,831
- From this org
- $152,927
- From related orgs
- $194,634
- Other
- $67,270
- Hours/week
- 17.6 + 22.4 related
Schedule J breakdown matched by us
- Base
- $133,856 + $170,361 related
- Bonus
- $18,559 + $23,621 related
- Other
- $512 + $652 related
- Deferred
- $12,947 + $16,478 related
- Nontaxable benefits
- $16,652 + $21,193 related
- Filer's total
- $182,526 + $232,305 related
-
Eric C SchmellingERIC C SCHMELLING
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $399,866
- From this org
- $315,456
- From related orgs
- $0
- Other
- $84,410
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,620
- Bonus
- $39,480
- Other
- $5,356
- Deferred
- $40,446
- Nontaxable benefits
- $43,964
- Filer's total
- $399,866
-
Kristopher NewbauerKRISTOPHER NEWBAUER
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $394,960
- From this org
- $153,062
- From related orgs
- $194,806
- Other
- $47,092
- Hours/week
- 17.6 + 22.4 related
Schedule J breakdown matched by us
- Base
- $131,424 + $167,267 related
- Bonus
- $19,146 + $24,367 related
- Other
- $2,492 + $3,172 related
- Deferred
- $14,743 + $18,763 related
- Nontaxable benefits
- $5,978 + $7,608 related
- Filer's total
- $173,783 + $221,177 related
-
Steven RoutburgSTEVEN ROUTBURG
GENERAL COUNSEL
- Total calculated
- $385,231
- From this org
- $58,516
- From related orgs
- $249,461
- Other
- $77,254
- Hours/week
- 7.6 + 32.4 related
Schedule J breakdown matched by us
- Base
- $51,564 + $219,821 related
- Bonus
- $5,961 + $25,414 related
- Other
- $991 + $4,226 related
- Deferred
- $7,634 + $32,544 related
- Nontaxable benefits
- $7,045 + $30,031 related
- Filer's total
- $73,195 + $312,036 related
-
Sarah CrawfordSARAH CRAWFORD
CHIEF PROGRAMS & ENGAGEMENT OFFICER
- Total calculated
- $364,497
- From this org
- $74,168
- From related orgs
- $222,505
- Other
- $67,824
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $63,382 + $190,149 related
- Bonus
- $9,824 + $29,471 related
- Other
- $962 + $2,885 related
- Deferred
- $8,043 + $24,128 related
- Nontaxable benefits
- $8,913 + $26,740 related
- Filer's total
- $91,124 + $273,373 related
The first 25 listed. 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $462,635,498
- Expenses
- $392,946,470
- Contributions
- $406,509,149
- Grants paid
- $310,692,990
-
2023
- Revenue
- $418,096,647
- Expenses
- $361,086,677
- Contributions
- $351,729,612
- Grants paid
- $286,439,408
-
2022
- Revenue
- $394,945,345
- Expenses
- $363,098,485
- Contributions
- $366,740,373
- Grants paid
- $292,577,371
-
2022
- Revenue
- $394,945,345
- Expenses
- $363,098,485
- Contributions
- $366,740,373
- Grants paid
- $292,577,371
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $435,448,669
- Expenses
- $339,608,162
- Assets (EOY)
- $1,368,299,313
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $400,604,397
- Expenses
- $395,728,568
- Assets (EOY)
- $1,437,240,061
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $376,412,655
- Expenses
- $374,508,040
- Assets (EOY)
- $1,264,171,245
-
2018 · 990
- Revenue
- $363,668,605
- Expenses
- $347,419,988
- Assets (EOY)
- $1,285,533,289
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Form 990-N e-Postcard, tax year 2024
- Tax period
- 1 July 2024 to 30 June 2025
- Principal officer
-
Mick Howrey
- Mailing address
- PO Box 282Arcola IL 61910
As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
Grants made
-
$2,200,000
2023 ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
-
ETERNAL WORD TELEVISION NETWORK
$1,500,000
2024 ECON. AND COMMUNITY DEVELOP.-SCHOLARSHIP-DAF
-
$1,399,616
2023 ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
-
SUSAN B ANTHONY LIST INC EDUCATION FUND
$1,250,000
2024 MATERNAL AND CHILD HEALTH-HUMANITARIAN-DAF
-
HEIGHTS ELLIS COUNTY ADVOCACY CENTER INC
$1,000,000
2022 ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
-
CRISTO REY SAN DIEGO HIGH SCHOOL
$1,000,000
2024 ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
-
$950,242
2022 ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
-
$685,766
2024 PEACE AND CONFL. PREV./RESOLUTION-SCHOLARSHIP
-
$680,000
2024 WATER AND SANITATION-HUMANITARIAN-DAF
-
$600,000
2024 BASIC EDUCATION AND LITERACY-HUMANITARIAN-DAF
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$2,563,991
2024 For grant recipient's exempt purposes
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$2,017,503
2023 For grant recipient's exempt purposes
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$1,766,049
2022 For grant recipient's exempt purposes
-
DONOR ADVISED CHARITABLE GIVING
$1,456,050
2023 INTERNATIONAL, FOREIGN AFFAIRS
-
DONOR ADVISED CHARITABLE GIVING
$1,109,445
2022 INTERNATIONAL, FOREIGN AFFAIRS
-
DONOR ADVISED CHARITABLE GIVING
$927,762
2024 INTERNATIONAL, FOREIGN AFFAIRS
-
2024 Q11 SINGLE ORGANIZATION SUPPORT
-
2022 FOR RECIPIENT'S EXEMPT PURPOSE
-
2023 FOR RECIPIENT'S EXEMPT PURPOSE
-
2022 PHILANTHROPY, VOLUNTARISM
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
ROTARY INTERNATIONAL HOLDINGS NFP
501(C)(3) · CHARITABLE · IL
-
501(C)(4) · SERVICE ORG · IL
Declared as related by
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
ROTARY CLUB OF MILWAUKEE COMMUNITY TR
On its 2024 return
-
On its 2024 return as a controlled entity
-
Rotary International District 5495
On its 2024 return
-
On its 2024 return
-
ROTARY DISTRICT 5300 FOUNDATION INC
On its 2024 return
-
On its 2023 return
-
On its 2023 return
-
ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC
On its 2023 return
-
On its 2023 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related partnerships on its 2024 return
-
ROTARY INTERNATIONAL INFOTECH PVT LTD
RELATED · IT SUPPORT · IN · 0.01% owned · share of income $22 · share of assets $307
Related corporations and trusts on its 2024 return
-
CHARITABLE REMAINDER TRUSTS (82)
T · INVESTMENT · IL
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.