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 (2.1%) 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 (14.8%) 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 25 individual grants totaling $917,171. 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT AND INSTITUTE CHARITABLE ACTIVITIES OF LOCAL ROTARY CLUBS AND ROTARY INTERNATIONAL, TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT, AND TO ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CLEFT PALATE ENDOWMENT - WORKING WITH ROTAPLAST INTERNATIONAL, INC. LIFE-CHANGING SURGERIES ARE PROVIDED TO THOSE WITH CLEFT LIPS AND/OR PALATES, BURN SCARRING, AND OTHER DEFORMITIES.
DISTRICT ROTARY 5300 CLUBS - TO PROVIDE FUNDS FOR THE SAN DIMAS ROTARY CLUBS' CHARITABLE ACTIVITIES NEARBY AND WITHIN THE CITY OF SAN DIMAS
LEFLER GRANTS - GRANTS INCOME FROM SECURITIES DISTIBUTED AS MATCHING GRANTS THROUGH LOCAL ROTARY CLUBS FOR LOAL CHARITIES, PRIMARILY YOUTH ORIENTED AND EDUCATIONAL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roger Gutierrez Vice Chairman | OfficerTrustee | 1 | $0 |
Elizabeth Mcdonough Barry Chairman | OfficerTrustee | 1 | $0 |
Conrad Von Bibra Secretary | OfficerTrustee | 4 | $0 |
Christian Datwyler Treasurer | OfficerTrustee | 4 | $0 |
Russell Hollinhurst Director | Trustee | 1 | $0 |
Marla Lefler Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $144,446 |
| 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 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 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 |
| 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 |
| Total liabilities and net assets/fund balances | $1,033,430 |
Grants Awarded
Over the last fiscal year, Rotary District 5300 Foundation Inc has awarded $128,098 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
ROTOPLAST INTERNATIONAL INC PURPOSE: MEDICAL PROCEDURES | $48,180 |
SUPER BUILD - CORAZON INC PURPOSE: BUILD SHELTERS | $9,000 |
ROTOPLAST INTERNATIONAL INC PURPOSE: MEDICAL PROCEDURES | $48,180 |
SUPER BUILD - CORAZON INC PURPOSE: BUILD SHELTERS | $9,000 |
THE ROTARY FNDN OF ROTARY INTL PURPOSE: FOUNDATION DINNER | $6,869 |
THE ROTARY FNDN OF ROTARY INTL PURPOSE: FOUNDATION DINNER | $6,869 |