ROTARY FOUNDATION OF INDIANAPOLIS INC: Form 990, tax year 2024
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- Organization
- ROTARY FOUNDATION OF INDIANAPOLIS INC (EIN 35-6043931)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-22
- IRS object ID
- 202610539349300601
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-22T07:30:51-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481111111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 RIVER CROSSING PKWY STE 100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356043931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY FOUNDATION OF INDIANAPOLIS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 3178291041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 W MARKET STREET 232 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN WEESNER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3176313733 | PhoneNum |
| Signature | 2026-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANNY C HOUSE | PreparerPersonNm |
| PTIN | P01675778 | PTIN |
| Phone | 3174722200 | PhoneNum |
| Preparation | 2026-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANAPOLIS ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIN SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 W MARKET STREET 232 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $492,684 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO FURTHER THE PHILOSOPHY OF "SERVICE ABOVE SELF" BY MAKING CHARITABLE/EDUCATIONAL GRANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $52,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,134 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $342,735 | PYInvestmentIncomeAmt |
| CY Investment Income | $452,550 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $395,704 | PYTotalRevenueAmt |
| CY Total Revenue | $492,684 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $263,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $207,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $118,940 | PYOtherExpensesAmt |
| CY Other Expenses | $127,662 | CYOtherExpensesAmt |
| PY Total Expenses | $381,940 | PYTotalExpensesAmt |
| CY Total Expenses | $334,662 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,764 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $158,022 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,996,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,600,785 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,996,030 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,600,785 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ROTARY FOUNDATION 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $207,000 | ExpenseAmt |
| Grant | $207,000 | GrantAmt |
| Desc | ALL OF THE GRANTS AND CONTRIBUTIONS WERE TO OTHER IRC SECTION 501(C) (3) ORGANIZATIONS, WHICH USED THE FUNDS TO CARRY OUT THEIR PARTICULAR EXEMPT PURPOSE. | Desc |
| Total Program Service Expenses | $207,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN WEESNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178291041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 W MARKET STEET 232 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MATTHEW WILL | ||||||
| ADVISOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY DEXTER | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICK BROCCOLO | ||||||
| EX OFFICIER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIE KOENIG | ||||||
| EX OFFICIER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF MOFFATT | ||||||
| EX OFFICIER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN LAMBUTH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN SMITH | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM RICHARDSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE MEYER | ||||||
| EX OFFICIER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE HANNAN | ||||||
| EX OFFICIER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN WEESNER | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHY COOKERLY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE SOGARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STAN JACOBS | ||||||
| EX OFFICIER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA CECIL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $40,134 | AllOtherContributionsAmt |
| Total Contributions | $40,134 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,277 | TotalRevenueColumnAmt |
| Exclusion | $137,277 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $315,273 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $315,273 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $315,273 | TotalRevenueColumnAmt |
| Exclusion | $315,273 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $492,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $452,550 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,000 | TotalAmt |
| Program Services | $207,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,000 | TotalAmt |
| Management And General | $62,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,723 | TotalAmt |
| Management And General | $4,723 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,779 | TotalAmt |
| Management And General | $59,779 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OFFICE SUPPLIES | $950 | $950 |
| CREDIT CARD SERVICE FEE | $210 | $210 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,662 | TotalAmt |
| Program Services | $207,000 | ProgramServicesAmt |
| Management And General | $127,662 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,181 | BOYAmt |
| EOY | $52,838 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,913,381 | BOYAmt |
| EOY | $3,226,893 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,032,468 | BOYAmt |
| EOY | $6,321,054 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,996,030 | BOYAmt |
| EOY | $9,600,785 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,996,030 | BOYAmt |
| EOY | $9,600,785 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,996,030 | BOYAmt |
| EOY | $9,600,785 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,996,030 | BOYAmt |
| EOY | $9,600,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $158,022 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $446,733 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF INDIANAPOLIS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350624130 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $77,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $77,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 3B: | THE ORGANIZATION REVIEWED THE TAX RETURN FOR THE SUPPORTED ORGANIZATION TO CONFIRM THE SUPPORTED ORGANIZATION STILL QUALIFIED AS A 501(C)(4) ORGANIZATION AND SATISFIED THE PUBLIC SUPPORT TEST UNDER 509(A)(2). |
| PART IV, SECTION A, LINE 3C: | THE ORGANIZATION REVIEWED THE TAX RETURN OF THE SUPPORTED ORGANIZATION THAT DETAILED THE GRANTS AND OTHER ASSISTANCE PROVIDED BY THE SUPPORTED ORGANIZATION NOTING THAT ALL OF THE GRANTS AND OTHER ASSISTANCE PROVIDED WERE TO QUALIFYING 501 (C)(3) ORGANIZATIONS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CENTRAL INDIANA COMMUNITY FOUNDATION | Desc |
| Book Value | $6,321,054 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,321,054 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FREEWHEELIN COMMUNITY BIKES INC | ||||||||
| PO BOX 20741 | INDIANAPOLIS | IN | 46220 | 263748830 | 501 (C)(3) | $10,000 | $0 | FREEWHEELIN COMMUNITY BIKES PROVIDES ACCESSIBLE BICYCLES AND TEACHES YOUTH LIFE AND LEADERSHIP SKILLS THAT IMPROVE THEIR PHYSICAL AND MENTAL WELL-BEING. GRANT FUNDS WILL BE USED TO SUPPORT A MOBILE EDUCATION BIKE LAB PROGRAM LOCATED IN INDIANAPOLIS AREA SCHOOLS, YOUTH DEVELOPMENT CENTERS, LIBRARIES, PARKS AND RECREATION SERVICES, AND OTHER COMMUNITY ORGANIZATIONS STRATEGICALLY IDENTIFIED IN "BIKE DESERTS" WITH LESS ACCESS TO BICYCLE EDUCATION PROGRAMS. |
| DOMESTIC VIOLENCE NETWORK OF GREATER INDIANAPOLIS | ||||||||
| 9245 N MERIDIAN ST STE 235 | INDIANAPOLIS | IN | 46260 | 352014673 | 501 (C)(3) | $10,000 | $0 | THE DOMESTIC VIOLENCE NETWORK'S (DVN) MISSION IS TO: "CHANGE THE CULTURE THAT LEADS TO DOMESTIC VIOLENCE THROUGH ADVOCACY, EDUCATION, AND COLLABORATION." GRANT FUNDS WILL SUPPORT OFFERING RESTORATIVE ACTIVITIES THAT PROMOTE SELF-CARE SUCH AS MASSAGES AND YOGA AND MATERIALS THAT TEACH COPING SKILLS TO ADDRESS TRAUMA, DOMESTIC VIOLENCE, AND SELF-CARE STRATEGIES. |
| WESTMINSTER NEIGHBORHOOD SERVICES | ||||||||
| PO BOX 11465 | INDIANAPOLIS | IN | 46201 | 463757511 | 501 (C)(3) | $25,000 | $0 | WESTMINSTER NEIGHBORHOOD SERVICES' MISSION IS TO EMPOWER NEIGHBORS AND STRENGTHEN YOUTH AND FAMILIES ON THE NEAR EASTSIDE OF INDIANAPOLIS. GRANT FUNDS WILL BE USED TO PURCHASE A BOX TRUCK. THIS TRUCK WILL BE USED TO PICK UP DONATIONS FOR THE FOOD PANTRY, SOUP KITCHEN, AND YOUTH PROGRAMS, ENSURING NO NEIGHBOR GOES HUNGRY. |
| PRETTY PASSIONATE HANDS | ||||||||
| 3421 N PARK AVE | INDIANAPOLIS | IN | 46205 | 862016933 | 501 (C)(3) | $25,000 | $0 | PRETTY PASSIONATE HANDS (PPH). A NONPROFIT ORGANIZATION THAT FOCUSES ON PROVIDING SUPPORT, MENTORSHIP, AND GUIDANCE TO TEEN MOTHERS AND FATHERS' FAMILIES. GRANT FUNDS WILL BE USED TO PURCHASE FOOD PANTRY ITEMS, HOUSEHOLD SUPPLIES, CLOTHING AND SHOE ASSISTANCE, CHILDCARE, DRIVER'S CLASSES, BABY TOYS, AND EQUIPMENT, MENTORSHIP, LIFE SKILLS, PARENTING EDUCATION, WORKFORCE DEVELOPMENT, AND HEALTH AND WELLNESS. |
| MEDICAL MUTTS SERVICE DOGS | ||||||||
| 6120 ALLISONVILLE RD | INDIANAPOLIS | IN | 46220 | 833099630 | 501 (C)(3) | $25,000 | $0 | MEDICAL MUTTS SERVICE DOGS MISSION IS A LEADING AUTHORITY IN MEDICAL ALERT ASSISTANCE DOGS, MEDICAL MUTTS IS DEDICATED TO TRAINING RESCUED DOGS TO BE SERVICE DOGS AND TO PROMOTING COLLABORATION BETWEEN DOGS AND PEOPLE THROUGH SCIENCE, EDUCATION, AND ETHICAL TRAINING. GRANT FUNDS WILL BE USED TO RESCUE MORE DOGS LINGERING IN SHELTERS, TRAIN THEM TO DETECT GLUCOSE DROPS, IMPENDING SEIZURES, ANXIETY/PANIC ATTACKS AND SOCIAL EMOTIONAL DISCOMFORT. THEY WILL THEN BE PAIRED WITH THEIR HUMAN COMPANION- TO BE OF SERVICE TO THEM FOR 8-10 YEARS. |
| CHILD ADVOCATES | ||||||||
| 1100 W 42ND ST | INDIANAPOLIS | IN | 46208 | 351788240 | 501 (C)(3) | $25,000 | $0 | CHILD ADVOCATES' MISSION HAS ALWAYS BEEN TO CHAMPION CHILDREN AND FAMILIES BY ADVOCATING FOR ACCESS TO JUSTICE AND EQUITY AND FOSTERING WELL-BEING. GRANT FUNDS WILL BE USED TO PROVIDE LEGAL REPRESENTATION FOR YOUTH WITHIN THE CHILD WELFARE SYSTEM FACING IMMIGRATION ISSUES AND TO PURCHASE ITEMS FOR THEIR WISHING WELL SUPPLY. |
| THE CHILDRENS THERAPLAY FOUNDATION | ||||||||
| 9919 TOWNE RD | CARMEL | IN | 46032 | 352121568 | 501 (C)(3) | $10,000 | $0 | THE CHILDREN'S THERAPLAY FOUNDATION'S MISSION IS TO PROVIDE INDIVIDUALIZED SKILL DEVELOPMENT FOR CHILDREN WITH DISABILITIES AND/OR UNIQUE NEEDS THROUGH PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES USING A HORSE AS A TREATMENT TOOL IN A SAFE AND CARING ENVIRONMENT. GRANT FUNDS WILL BE USED TO SUPPORT TRANSLATOR SERVICES FOR OUR FAMILIES DURING SCHEDULING, EVALUATIONS, AND THERAPY SESSIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER OF THE CLUB REVIEWS THE PROFESSIONALLY PREPARED FORM 990 BEFORE SIGNING AND ELECTRONICALLY FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FROM ALL BOARD MEMBERS |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS NO EMPLOYEES THEREFORE THEY DO NOT HAVE A FORMAL PROCESS FOR DETERMINING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | EXECUTED COPIES OF THE ADOPTED GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUALLY COMPILED FINANCIAL STATEMENTS AND ANNUAL FEDERAL FORM 990 ARE AVAILABLE FOR REVIEW AT THE FOUNDATION'S OFFICE. |
| FORM 990, PART XII, LINE 2C | THE BOARD APPROVES AND OVERSEES THE INDEPENDENT ACCOUNTANT |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF INDIANAPOLIS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 W MARKET STREET SUITE 232 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350624130 | EIN |
| Primary Activities | PROMOTION OF COMMUNITY DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ROTARY CLUB OF INDIANAPOLIS INC | ||
| B | $77,000 | GRANT AMOUNT |
| ROTARY CLUB OF INDIANAPOLIS INC | ||
| N | $62,000 | FMV OF SERVICES PROVIDED |
| ROTARY CLUB OF INDIANAPOLIS INC | ||
| O | SEE ABOVE | |
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