Rotary District 5300 Foundation Inc
- Assets
- $1.0m
- Revenue
- $197.7k
- Investments
- $0.0
- Employees
- 0
- Location
- San Marino, CA
- Founding
- 10/2000
- Data as of
- 06/2021
- EIN
- 95-4768268
Organization Overview
Rotary District 5300 Foundation Inc is located in San Marino, CA. The organization was established in 2000. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rotary District 5300 Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Rotary District 5300 Foundation Inc generated $197.7k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.7%) each year. All expenses for the organization totaled $117.0k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (2.8%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Rotary District 5300 Foundation Inc has awarded 23 individual grants totaling $675,258. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT & INSTITUTE CHARITABLE ACTIVITIES OF ROTARY DISTRICT 5300 & ROTARY INTERNATIONAL. 1. TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT. 2. ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES.
Describe the Organization's Program Activity:
GLOBAL SCHOLARS - PROVIDES FUNDING TO SEND TWO GRADUATE-LEVEL STUDENTS TO UNIVERSITIES ABROAD. THE APLICANTS WILL LIVE AND STUDY ABRAOD AT THE UNIVERSITY OF THEIR CHOICE. THE FUNDS CAN BE APPLIED FOR MASTERS OF DOCTORATE DEGREE. ROTARY FOUNDATION OF ROTARY INTERNATIONAL PROGRAM.
LEFLER GRANTS - GRANTS INCOME FROM SECURITIES DISTRIBUTED AS MATCHING GRANTS THROUGH LOCAL ROTARY CLUBS FOR LOCAL CHARITIES, PRIMARILY YOUTH ORIENTED AND EDUCATIONAL.
DISTRICT ROTARY 5300 CLUBS - TO PROVIDE FUNDS FOR THE SAN DIMAS ROTARY CLUB'S' CHARITABLE ACTIVITIES NEARBY AND WITHIN THE CITY OF SAN DIMAS.
VARIOUS PROGRAMS THROUGH US CHARITIES AND EXEMPT ORGANIZATIONS: LIGA - FLYING DOCTORS OF MERCY, OUR LADY OF PEACE CENTER, PEACE CONFERENCE, POLIO PLUS MARCH, , ROTARY PROJECT HOPE, RYLA, AND ROTARY ROSE PARADE FLOAT COMMITTEE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Greg Jones Chairman | OfficerTrustee | 1 | $0 |
Conrad Von Bibra Secretary | OfficerTrustee | 4 | $0 |
Elizabeth Mcdonough Barry Vice Chairma | OfficerTrustee | 1 | $0 |
N Christian Datwyler Treasurer | OfficerTrustee | 4 | $0 |
Russell Hollinhurst Director | Trustee | 1 | $0 |
Chelsea Scheppmann Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $93,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $51,446 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $144,446 |
| Total Program Service Revenue | $0 |
| Investment income | $9,432 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $43,863 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $197,741 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $20,808 |
| Grants and other assistance to domestic individuals. | $94,250 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $995 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $34 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $421 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $140 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $117,008 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $247,963 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $785,467 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,033,430 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $1,033,430 |
| Total liabilities and net assets/fund balances | $1,033,430 |
Grants Awarded
Over the last fiscal year, Rotary District 5300 Foundation Inc has awarded $192,147 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
South San Francisco, CA PURPOSE: MEDICAL PROCEDURES | $48,180 |
South San Francisco, CA PURPOSE: MEDICAL PROCEDURES | $48,180 |
South San Francisco, CA PURPOSE: MEDICAL PROCEDURES | $48,180 |
Santa Ana, CA PURPOSE: BUILD SHELTERS | $9,000 |
Santa Ana, CA PURPOSE: BUILD SHELTERS | $9,000 |
Santa Ana, CA PURPOSE: BUILD SHELTERS | $9,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rotary District 5300 Foundation Inc has recieved totaling $26,125.
| Awarding Organization | Amount |
|---|---|
Las Vegas Rotary Foundation Inc Las Vegas, NV PURPOSE: COMMTY & INTL SERVCS | $26,125 |
Endowment Analysis
| Beg. Balance | $705,080 |
| Earnings | $80,697 |
| Admin Expense | -$310 |
| Net Contributions | $17,000 |
| Ending Balance | $802,467 |