LIMA ROTARY FOUNDATION

Cite this

Plain text LIMA ROTARY FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/lima-rotary-foundation-346573296. Retrieved 2026-10-29.

APA furp.org. (n.d.). LIMA ROTARY FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 29, 2026, from https://furp.org/org/lima-rotary-foundation-346573296

MLA “LIMA ROTARY FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/lima-rotary-foundation-346573296. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $290K · expenses $171K · assets $919K

EIN
34-6573296
Address
4511 ELIDA RD, LIMA, OH 45807-1151
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 1967 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

TO MAKE CASH GRANTS FOR EDUCATIONAL, CHARITABLE, AND BENEVOLENT PURPOSES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Scott Cockerell BOARD MEMBER2020-2024 $0$1,687 1
Jared Walsh (former) TREASURER2011-2022 $375$8,063 4
Heather Rutz (former) SECRETARY2016-2019 $750$2,625 2
Rita Brown (former) SECRETARY2011-2013 $750$2,250 2
David Collins (former) SECRETARY2014-2015 $750$1,500 1
Sue Fifer (former) SECRETARY2022-2023 $1,000$1,000 1

Officers and directors, no compensation reported

60 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Abe Ambroza BOARD MEMBER2020-2024 1 $0 reported 3
Josh Unterbrink BOARD MEMBER2024 1 $0 reported 4
Jodi Addis SECRETARY2023-2024 2 $0 reported 1
Sam Bassitt BOARD MEMBER2024 1 $0 reported 2
Berlin Carroll PRESIDENT2022-2024 1 $0 reported 2
Troy Elwer VICE PRESIDE2022-2024 1 $0 reported 1
Julie Klingler BOARD MEMBER2023-2024 1 $0 reported 1
John Payne BOARD MEMBER2022-2024 1 $0 reported 1
Michael Sarno BOARD MEMBER2023-2024 1 $0 reported 1
David Trinko BOARD MEMBER2024 1 $0 reported 1
Ann Welly TREASURER2023-2024 3 $0 reported 2
Sam Bassett (former) TRUSTEE2023 1 $0 reported 1
Craig Kupferberg (former) TRUSTEE2022 1 $0 reported 2
Jennifer Mason (former) TRUSTEE2020-2022 1 $0 reported 2
Corey Frazer (former) TRUSTEE2020-2022 1 $0 reported 3
Todd Benz (former) TRUSTEE2022 1 $0 reported 1
Russell Decker (former) TRUSTEE2020-2022 1 $0 reported 1
Chris Hardesty (former) TRUSTEE2022 1 $0 reported 1
Mike Powell (former) TRUSTEE2020-2021 1 $0 reported 3
Demi Burden (former) TRUSTEE2019-2021 1 $0 reported 2
Lesley Fry (former) EX-OFFICIO2018-2021 1 $0 reported 2
Adah Ellerbrock (former) TRUSTEE2019-2021 1 $0 reported 1
Adam Stolly (former) TRUSTEE2019-2021 1 $0 reported 1
Elizabeth Brown Ellis (former) TRUSTEE2019 1 $0 reported 4
Jeff Unterbrink (former) TRUSTEE2017-2019 1 $0 reported 3
Beth Seibert (former) TRUSTEE2018-2019 1 $0 reported 4
Andy Wannemacher (former) TRUSTEE2017-2019 1 $0 reported 3
Linda Hamilton (former) TRUSTEE2016-2019 1 $0 reported 1
Paul Schwartz (former) PAST PRESIDE2019 1 $0 reported 1
Tracie Sanchez (former) EX-OFFICIO M2018 1 $0 reported 5
Jeff Fitzgerald (former) PAST PRESIDE2015-2018 1 $0 reported 2
Elizabeth Brown (former) TRUSTEE2016-2018 1 $0 reported 4
Jay Begg (former) TRUSTEE2016-2018 1 $0 reported 4
Drew Fields (former) TRUSTEE2016-2018 1 $0 reported 2
Joe Watson (former) TRUSTEE2018 1 $0 reported 1
Richard Warren (former) TRUSTEE2015-2017 1 $0 reported 3
Butch Kirk (former) TRUSTEE2015-2017 1 $0 reported 3
Dale Lewellen (former) PAST PRESIDE2014-2017 1 $0 reported 1
Scott Shafer (former) PAST PRESIDE2013-2016 1 $0 reported 1
Jeff Sprague (former) TRUSTEE2013-2016 1 $0 reported 1
Jay Wenger (former) TRUSTEE2013-2015 1 $0 reported 2
Cynthia Wood (former) DIRECTOR2012-2015 1 $0 reported 2
Anthony Depalma (former) TRUSTEE2014-2015 1 $0 reported 1
Jonalee Schmidt (former) TRUSTEE2013-2015 1 $0 reported 1
Carol Buettner (former) TRUSTEE2012-2014 1 $0 reported 2
Cliff Barber (former) TRUSTEE2012-2014 1 $0 reported 2
Michael Schoenhofer (former) DIRECTOR2013-2014 1 $0 reported 1
Anthoney Depalma (former) TRUSTEE2013 Not reported $0 reported 1
Dale Lewellyn (former) TRUSTEE2013 Not reported $0 reported 1
Anne Decker (former) Trustee2011-2012 0 $0 reported 2
DAVid Frost (former) Trustee2011-2012 0 $0 reported 2
Jerry Courtney (former) Director2012 0 $0 reported 3
Randall Cox (former) Trustee2011-2012 0 $0 reported 1
Jeffrey J Gast (former) Trustee2011-2012 0 $0 reported 1
Kathryn L Williams (former) Trustee2011-2012 0 $0 reported 1
Peggy A Ehora (former) Trustee2011-2012 0 $0 reported 1
Tim Stanford (former) Trustee2011 0 $0 reported 4
Bob McPheron (former) Director2011 0 $0 reported 2
Esther Baldridge (former) Trustee2011 0 $0 reported 5
Michael J Ayers (former) Trustee2011 0 $0 reported 1

People by year

2024 · 12 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODI ADDIS SECRETARY2 $0$0$0 $01
ABE AMBROZA BOARD MEMBER1 $0$0$0 $03
SAM BASSITT BOARD MEMBER1 $0$0$0 $02
BERLIN CARROLL PRESIDENT1 $0$0$0 $02
SCOTT COCKERELL BOARD MEMBER1 $0$0$0 $01
TROY ELWER VICE PRESIDE1 $0$0$0 $01
JULIE KLINGLER BOARD MEMBER1 $0$0$0 $01
JOHN PAYNE BOARD MEMBER1 $0$0$0 $01
MICHAEL SARNO BOARD MEMBER1 $0$0$0 $01
DAVID TRINKO BOARD MEMBER1 $0$0$0 $01
JOSH UNTERBRINK BOARD MEMBER1 $0$0$0 $04
ANN WELLY TREASURER3 $0$0$0 $02
2023 · 10 people listed · 1 paid, $1K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUE FIFER SECRETARY2 $1,000$0$0 $1,0001
JODI ADDIS SECRETARY2 $0$0$0 $01
ABE AMBROZA TRUSTEE1 $0$0$0 $03
SAM BASSETT TRUSTEE1 $0$0$0 $01
BERLIN CARROLL PRESIDENT1 $0$0$0 $02
TROY ELWER TRUSTEE1 $0$0$0 $01
JULIE KLINGLER TRUSTEE1 $0$0$0 $01
JOHN PAYNE TRUSTEE1 $0$0$0 $01
MICHAEL SARNO TRUSTEE1 $0$0$0 $01
ANN WELLY TREASURER3 $0$0$0 $02
2022 · 13 people listed · 2 paid, $750 · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCOTT COCKERELL SECRETARY2 $375$0$0 $3751
JARED T WALSH TREASURER3 $375$0$0 $3754
ABE AMBROZA TRUSTEE1 $0$0$0 $03
TODD BENZ TRUSTEE1 $0$0$0 $01
BERLIN CARROLL TRUSTEE1 $0$0$0 $02
RUSSELL DECKER TRUSTEE1 $0$0$0 $01
TROY ELWER TRUSTEE1 $0$0$0 $01
SUE FIFER SECRETARY2 $0$0$0 $01
COREY FRAZER TRUSTEE1 $0$0$0 $03
CHRIS HARDESTY TRUSTEE1 $0$0$0 $01
CRAIG KUPFERBERG TRUSTEE1 $0$0$0 $02
JENNIFER MASON TRUSTEE1 $0$0$0 $02
JOHN PAYNE TRUSTEE- $0$0$0 $01
2021 · 11 people listed · 2 paid, $1K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JARED T WALSH TREASURER3 $563$0$0 $5634
SCOTT COCKERELL SECRETARY2 $562$0$0 $5621
ABE AMBROZA TRUSTEE1 $0$0$0 $03
DEMI BURDEN TRUSTEE1 $0$0$0 $02
RUSSELL DECKER TRUSTEE1 $0$0$0 $01
ADAH ELLERBROCK TRUSTEE1 $0$0$0 $01
COREY FRAZER TRUSTEE1 $0$0$0 $03
LESLEY FRY EX-OFFICIO1 $0$0$0 $02
JENNIFER MASON TRUSTEE1 $0$0$0 $02
MIKE POWELL TRUSTEE1 $0$0$0 $03
ADAM STOLLY TRUSTEE1 $0$0$0 $01
2020 · 11 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCOTT COCKERELL SECRETARY2 $750$0$0 $7501
JARED T WALSH TREASURER3 $750$0$0 $7504
ABE AMBROZA TRUSTEE1 $0$0$0 $03
DEMI BURDEN TRUSTEE1 $0$0$0 $02
RUSSELL DECKER TRUSTEE1 $0$0$0 $01
ADAH ELLERBROCK TRUSTEE1 $0$0$0 $01
COREY FRAZER TRUSTEE1 $0$0$0 $03
LESLEY FRY EX-OFFICIO1 $0$0$0 $02
JENNIFER MASON TRUSTEE1 $0$0$0 $02
MIKE POWELL TRUSTEE1 $0$0$0 $03
ADAM STOLLY TRUSTEE1 $0$0$0 $01
2019 · 12 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEATHER RUTZ SECRETARY2 $750$0$0 $7502
JARED T WALSH TREASURER3 $750$0$0 $7504
DEMI BURDEN TRUSTEE1 $0$0$0 $02
ADAH ELLERBROCK TRUSTEE1 $0$0$0 $01
ELIZABETH BROWN ELLIS TRUSTEE1 $0$0$0 $04
LESLEY FRY TRUSTEE1 $0$0$0 $02
LINDA HAMILTON TRUSTEE1 $0$0$0 $01
PAUL SCHWARTZ PAST PRESIDE1 $0$0$0 $01
BETH SEIBERT TRUSTEE1 $0$0$0 $04
ADAM STOLLY TRUSTEE1 $0$0$0 $01
DR JEFF UNTERBRINK TRUSTEE1 $0$0$0 $03
ANDY WANNEMACHER TRUSTEE1 $0$0$0 $03
2018 · 13 people listed · 2 paid, $1K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JARED T WALSH TREASURER3 $563$0$0 $5634
HEATHER RUTZ SECRETARY2 $562$0$0 $5622
JAY BEGG TRUSTEE1 $0$0$0 $04
LINDA HAMILTON TRUSTEE1 $0$0$0 $01
ELIZABETH BROWN TRUSTEE1 $0$0$0 $04
JEFF FITZGERALD PAST PRESIDE1 $0$0$0 $02
DREW FIELDS TRUSTEE1 $0$0$0 $02
DR JEFF UNTERBRINK TRUSTEE1 $0$0$0 $03
ANDY WANNEMACHER TRUSTEE1 $0$0$0 $03
LESLEY FRY TRUSTEE1 $0$0$0 $02
BETH SEIBERT TRUSTEE1 $0$0$0 $04
JOE WATSON TRUSTEE1 $0$0$0 $01
TRACIE SANCHEZ EX-OFFICIO M1 $0$0$0 $05
2017 · 12 people listed · 2 paid, $1K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEATHER RUTZ SECRETARY2 $563$0$0 $5632
JARED T WALSH TREASURER3 $562$0$0 $5624
JAY BEGG TRUSTEE1 $0$0$0 $04
LINDA HAMILTON TRUSTEE1 $0$0$0 $01
DALE LEWELLEN PAST PRESIDE1 $0$0$0 $01
ELIZABETH BROWN TRUSTEE1 $0$0$0 $04
JEFF FITZGERALD PRESIDENT1 $0$0$0 $02
BUTCH KIRK TRUSTEE1 $0$0$0 $03
RICHARD WARREN TRUSTEE1 $0$0$0 $03
DREW FIELDS TRUSTEE1 $0$0$0 $02
DR JEFF UNTERBRINK TRUSTEE1 $0$0$0 $03
ANDY WANNEMACHER TRUSTEE1 $0$0$0 $03
2016 · 12 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JARED T WALSH TREASURER3 $750$0$0 $7504
HEATHER RUTZ SECRETARY2 $750$0$0 $7502
SCOTT SHAFER PAST PRESIDE1 $0$0$0 $01
JEFF SPRAGUE TRUSTEE1 $0$0$0 $01
JAY BEGG TRUSTEE1 $0$0$0 $04
LINDA HAMILTON TRUSTEE1 $0$0$0 $01
DALE LEWELLEN TRUSTEE1 $0$0$0 $01
ELIZABETH BROWN TRUSTEE1 $0$0$0 $04
JEFF FITZGERALD TRUSTEE1 $0$0$0 $02
BUTCH KIRK TRUSTEE1 $0$0$0 $03
RICHARD WARREN TRUSTEE1 $0$0$0 $03
DREW FIELDS TRUSTEE1 $0$0$0 $02
2015 · 12 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JARED T WALSH TREASURER3 $750$0$0 $7504
DAVID COLLINS SECRETARY2 $750$0$0 $7501
CYNTHIA WOOD DIRECTOR1 $0$0$0 $02
SCOTT L SHAFER TRUSTEE1 $0$0$0 $01
JEFF SPRAGUE TRUSTEE1 $0$0$0 $01
ANTHONY DEPALMA TRUSTEE1 $0$0$0 $01
JAY WENGER TRUSTEE1 $0$0$0 $02
DALE LEWELLEN TRUSTEE1 $0$0$0 $01
JONALEE SCHMIDT TRUSTEE1 $0$0$0 $01
JEFF FITZGERALD TRUSTEE1 $0$0$0 $02
BUTCH KIRK TRUSTEE1 $0$0$0 $03
RICHARD WARREN TRUSTEE1 $0$0$0 $03
2014 · 12 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JARED T WALSH TREASURER3 $750$0$0 $7504
DAVID COLLINS SECRETARY2 $750$0$0 $7501
CYNTHIA WOOD TRUSTEE1 $0$0$0 $02
CAROL BUETTNER TRUSTEE1 $0$0$0 $02
CLIFF BARBER TRUSTEE1 $0$0$0 $02
SCOTT L SHAFER TRUSTEE1 $0$0$0 $01
JEFF SPRAGUE TRUSTEE1 $0$0$0 $01
ANTHONY DEPALMA TRUSTEE1 $0$0$0 $01
JAY WENGER TRUSTEE1 $0$0$0 $02
DALE LEWELLEN TRUSTEE1 $0$0$0 $01
JONALEE SCHMIDT TRUSTEE1 $0$0$0 $01
MICHAEL SCHOENHOFER DIRECTOR1 $0$0$0 $01
2013 · 12 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JARED T WALSH TREASURER3 $750$0$0 $7504
RITA BROWN SECRETARY2 $750$0$0 $7502
CYNTHIA WOOD TRUSTEE- $0$0$0 $02
CAROL BUETTNER TRUSTEE- $0$0$0 $02
SCOTT L SHAFER TRUSTEE- $0$0$0 $01
CLIFF BARBER TRUSTEE- $0$0$0 $02
JEFF SPRAGUE TRUSTEE- $0$0$0 $01
ANTHONEY DEPALMA TRUSTEE- $0$0$0 $01
JAY WENGER TRUSTEE- $0$0$0 $02
DALE LEWELLYN TRUSTEE- $0$0$0 $01
JONALEE SCHMIDT TRUSTEE- $0$0$0 $01
MICHAEL SCHOENHOFER DIRECTOR- $0$0$0 $01
2012 · 12 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RITA BROWN Secretary2 $750$0$0 $7502
JARED T WALSH Treasurer3 $750$0$0 $7504
RANDALL COX Trustee0 $0$0$0 $01
JEFFREY J GAST Trustee0 $0$0$0 $01
DAVID FROST Trustee0 $0$0$0 $02
KATHRYN L WILLIAMS Trustee0 $0$0$0 $01
JERRY COURTNEY Director0 $0$0$0 $03
PEGGY A EHORA Trustee0 $0$0$0 $01
CLIFF BARBER Trustee0 $0$0$0 $02
ANNE DECKER Trustee0 $0$0$0 $02
CAROL BUETTNER Trustee0 $0$0$0 $02
CYNTHIA WOOD Trustee0 $0$0$0 $02
2011 · 12 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RITA BROWN Secretary2 $750$0$0 $7502
JARED T WALSH Treasurer3 $750$0$0 $7504
RANDALL COX Trustee0 $0$0$0 $01
JEFFREY J GAST Trustee0 $0$0$0 $01
DAVID FROST Trustee0 $0$0$0 $02
KATHRYN L WILLIAMS Trustee0 $0$0$0 $01
BOB MCPHERON Director0 $0$0$0 $02
PEGGY A EHORA Trustee0 $0$0$0 $01
TIM STANFORD Trustee0 $0$0$0 $04
ANNE DECKER Trustee0 $0$0$0 $02
ESTHER BALDRIDGE Trustee0 $0$0$0 $05
MICHAEL J AYERS Trustee0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $106K

Listed grants add up to $106,400; the return's “grants paid” expense line says $164,565. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 1 grant to organizations · $273K

Listed grants add up to $273,393; the return's “grants paid” expense line says $332,395. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 2 grants to organizations · $227K

Listed grants add up to $227,037; the return's “grants paid” expense line says $318,508. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 1 grant to organizations · $911K

Listed grants add up to $911,495; the return's “grants paid” expense line says $971,820. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 2 grants to organizations · $17K

Listed grants add up to $17,000; the return's “grants paid” expense line says $68,865. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 1 grant to organizations · $6K

Listed grants add up to $5,796; the return's “grants paid” expense line says $106,050. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 3 grants to organizations · $120K

Listed grants add up to $119,852; the return's “grants paid” expense line says $200,780. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 2 grants to organizations · $11K

Listed grants add up to $10,954; the return's “grants paid” expense line says $64,665. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 1 grant to organizations · $5K

Listed grants add up to $5,496; the return's “grants paid” expense line says $71,175. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 2 grants to organizations · $12K

Listed grants add up to $12,093; the return's “grants paid” expense line says $83,670. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 2 grants to organizations · $35K

Listed grants add up to $35,300; the return's “grants paid” expense line says $95,534. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 1 grant to organizations · $8K

Listed grants add up to $8,500; the return's “grants paid” expense line says $65,894. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$290,204$171,458 $919,484$919,484 $200,929$0 -0-
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$338,940$338,763 $773,930$773,930 $274,049$0 $1,0000-
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$350,763$323,563 $754,670$754,670 $248,340$0 $7500-
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$292,698$979,187 $702,687$702,687 $185,760$0 $1,1250-
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$334,117$83,271 $1,518,960$1,507,541 $253,779$0 $1,5000-
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$482,730$87,095 $1,328,034$1,142,534 $388,282$0 $1,5000-
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$153,216$93,737 $1,038,611$748,611 $58,113$0 $1,1250-
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$105,531$110,978 $686,478$686,478 $19,598$0 $1,1250-
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$114,404$205,804 $666,523$666,523 $18,615$0 $1,5000-
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$170,262$68,969 $715,225$715,225 $23,722$0 $1,5000-
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$41,679$73,901 $628,502$628,502 $26,253$0 $1,5000-
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$87,757$87,815 $656,618$656,618 $12,095$4,237 $1,5000-
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$73,234$100,064 $560,520$560,520 $8,332$6,887 $1,5000-
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$73,596$69,528 $519,763$519,763 $7,740$6,986 $1,5000-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

9 grantors reported grants to this organization, $294,525 in all, tax years 2019 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
KRIEGEL FAMILY CHARITABLE TRUST Private foundation Fuzzy filed as “LIMA ROTARY FOUNDATION” 2022-2024 3$90,000 2024$30,000
show
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2021, 2023, 2025 3$59,775 2025$10,000
show
DAYTON FOUNDATION DEPOSITORY DAF sponsor Fuzzy filed as “LIMA ROTARY FOUNDATION” 2022 1$50,000 2022$50,000
show
AMERICAN ELECTRIC POWER FOUNDATION Private foundation Fuzzy filed as “LIMA ROTARY FOUNDATION” 2022 1$25,000 2022$25,000
show
THE CLEVELAND FOUNDATION DAF sponsor Exact 2020 1$25,000 2020$25,000
show
FORD PHILANTHROPY Private foundation Fuzzy filed as “LIMA ROTARY FOUNDATION” 2019 1$20,000 2019$20,000
show
DUFF FAMILY FOUNDATION Private foundation Fuzzy filed as “LIMA ROTARY FOUNDATION” 2019 1$15,000 2019$15,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2024 1$7,500 2024$7,500
show
PREMIER BANK FOUNDATION Private foundation Fuzzy filed as “LIMA ROTARY FOUNDATION” 2021-2022 2$2,250 2022$250
show

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MARION ROTARY FOUNDATION INCOHT70 $205,782$144,385 BOARD MEMBER$0 Similar name, revenue within 2x, same state
LA JOLLA ROTARY FOUNDATIONCANot reported $365,254$452,485 SECRETARY$0 Similar name, revenue within 2x
ANN ARBOR ROTARY FOUNDATIONMINot reported $427,229$232,086 PAST PRESIDE$0 Similar name, revenue within 2x, similar mission
RENO ROTARY FOUNDATIONNVB82 $199,696$231,925 PRESIDENT$0 Similar name, revenue within 2x
ROSSMOOR ROTARY FOUNDATIONCANot reported $160,941$164,033 Vice Chair$0 Similar name, revenue within 2x
MAPLE GROVE ROTARY FOUNDATIONMNT40 $147,329$112,855 DIRECTOR$0 Similar name, revenue within 2x
PROSPER ROTARY FOUNDATIONTXP20 $155,220$101,129 Board Member$0 Similar name, revenue within 2x
SUNRISE ROTARY FOUNDATIONCANot reported $258,938$181,454 Treasurer$0 Similar name, revenue within 2x
ROCKWALL ROTARY FOUNDATIONTXB82 $276,037$126,108 CHAIRMAN$0 Similar name, revenue within 2x
ROTARY CLUB OF KENT FOUNDATIONWAT99 $228,068$137,325 DIRECTOR$0 Similar name, revenue within 2x
WEST U ROTARY CLUB FOUNDATIONTXT30 $185,664$168,563 MEMBER$0 Similar name, revenue within 2x
TOMBALL ROTARY FOUNDATIONTXS80 $148,370$130,949 Treasurer$0 Similar name, revenue within 2x
ANTHEM ROTARY FOUNDATIONAZT30 $200,176$182,678 Secretary$0 Similar name, revenue within 2x
SALEM ROTARY FOUNDATIONORNot reported $351,890$137,489 DIRECTOR$0 Similar name, revenue within 2x
ROTARY FOUNDATION OF LONGVIEWWANot reported $176,585$76,732 DIRECTOR$0 Similar name, revenue within 2x
FULLERTON ROTARY FOUNDATIONCAZ99 $187,810$172,322 Treasurer$0 Similar name, revenue within 2x
MILFORD ROTARY CLUB FOUNDATIONNHT50 $321,093$311,017 Chairman$0 Similar name, revenue within 2x
CERES ROTARY CLUB FOUNDATIONCAT99 $218,477$65,174 President$0 Similar name, revenue within 2x
BEAUMONT ROTARY FOUNDATION INCTXS82 $224,359$92,010 TREASURER$0 Similar name, revenue within 2x
NEWBERG ROTARY FOUNDATIONORS82 $221,331$157,267 DIRECTOR$0 Similar name, revenue within 2x
AIRPORT ROTARY FOUNDATIONORB82 $238,262$143,785 President$0 Similar name, revenue within 2x
SAN MATEO ROTARY FOUNDATIONCAS80 $434,202$265,298 PRESIDENT$0 Similar name, revenue within 2x
ROTARY WORKS FOUNDATION INCWINot reported $199,517$98,757 DIRECTOR$0 Similar name, revenue within 2x
SARASOTA ROTARY FOUNDATION INCFLT30 $184,564$383,284 Trustee$0 Similar name, revenue within 2x
ERIN ROTARY FOUNDATION INCTNP20 $206,142$205,357 Director$0 Similar name, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$816,63447 222016–2024 FOLSOM ROTARY FOUNDATION; SAN MATEO ROTARY FOUNDATION; CLAYTON ROTARY FOUNDATION INC; LITTLETON ROTARY FOUNDATION INC and 18 more
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$642,2143 12011–2014 SAINT PAUL ROTARY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$561,47736 162018–2024 CLAYTON ROTARY FOUNDATION INC; BELLEVUE ROTARY FOUNDATION; MARY FOUNDATION; MAPLE GROVE ROTARY FOUNDATION and 12 more
DAYTON FOUNDATION DAF sponsor$536,17514 12009–2024 DAYTON ROTARY CLUB FOUNDATION
GERALD & ELIZABETH GEIGER CHARITABLE FOUNDATION INC Private foundation$421,5007 12018–2024 BRANCHBURG ROTARY FOUNDATION
M J MURDOCK CHARITABLE TRUST Private foundation$400,0001 12021–2021 SALEM ROTARY FOUNDATION
SALEM FOUNDATION PIONEER TRUST COMPANY TRUSTEE DAF sponsor$400,0003 12018–2020 SALEM ROTARY FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC funds this one DAF sponsor$397,99719 52019–2025 ROYA FOUNDATION; FOLSOM ROTARY FOUNDATION; BELLEVUE ROTARY FOUNDATION; THE EDMONDS ROTARY FOUNDATION and 1 more
GREATER LAFAYETTE COMMUNITY FOUNDATION DAF sponsor$313,8569 12016–2024 LAFAYETTE ROTARY FOUNDATION INC
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC DAF sponsor$303,6649 12015–2024 SARASOTA ROTARY FOUNDATION INC
THE SAN DIEGO FOUNDATION DAF sponsor$298,7799 12016–2024 LA JOLLA ROTARY FOUNDATION
COMMUNITY FOUNDATIONS INC DAF sponsor$296,0008 12012–2020 ATHENS ROTARY FOUNDATION
FARGO-MOORHEAD AREA FOUNDATION CORPORATION DAF sponsor$257,6502 12021–2024 FM ROTARY FOUNDATION
MARIN COMMUNITY FOUNDATION DAF sponsor$250,00010 12015–2024 AIRPORT ROTARY FOUNDATION
COMMUNITYGIVING DAF sponsor$226,4877 12017–2024 ST CLOUD ROTARY FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $171,458 spent · pay $0 · grants $164,565 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $129,065$129,065-- 75.3%
Grants to US individuals $35,500$35,500-- 20.7%
Fees: accounting $4,565-$4,565- 2.7%
Fees: other services $1,200-$1,200- 0.7%
Insurance $550-$550- 0.3%
Other (as described)DUES & SUBSCRIPTIONS $290-$290- 0.2%
Other (as described)FILING FEE $200-$200- 0.1%
Office expenses $88-$88- 0.1%
Fundraising events Eventdirect expenses; gross income $56,271-reported apart
Total$171,458100%

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2023 · Form 990 · $338,763 spent · pay $1,000 · grants $332,395 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $295,960$295,960-- 87.4%
Grants to US individuals $36,435$36,435-- 10.8%
Fees: accounting $3,688-$3,688- 1.1%
Fees: other services $1,200-$1,200- 0.4%
Pay: officers, directors, trustees, key employees $1,000-$1,000- 0.3%
Other (as described)DUES & SUBSCRIPTIONS $280-$280- 0.1%
Other (as described)FILING FEE $200-$200- 0.1%
Fundraising events Eventdirect expenses; gross income $38,643-reported apart
Total$338,763100%

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2022 · Form 990 · $323,563 spent · pay $750 · grants $318,508 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $265,608$265,608-- 82.1%
Grants to US individuals $52,900$52,900-- 16.3%
Fees: accounting $2,625-$2,625- 0.8%
Fees: other services $1,200-$1,200- 0.4%
Pay: officers, directors, trustees, key employees $750-$750- 0.2%
Other (as described)DUES & SUBSCRIPTIONS $280-$280- 0.1%
Other (as described)FILING FEE $200-$200- 0.1%
Fundraising events Eventdirect expenses; gross income $77,644-reported apart
Total$323,563100%

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2021 · Form 990 · $979,187 spent · pay $1,125 · grants $971,820 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $935,070$935,070-- 95.5%
Grants to US individuals $36,750$36,750-- 3.8%
Fees: accounting $3,327-$3,327- 0.3%
Fees: other services $1,200-$1,200- 0.1%
Pay: officers, directors, trustees, key employees $1,125-$1,125- 0.1%
Insurance $1,099-$1,099- 0.1%
Other (as described)DUES & SUBSCRIPTIONS $270-$270- 0.0%
Other (as described)FILING FEE $200-$200- 0.0%
Other (as described)BANK CHARGES $108$108-- 0.0%
Interest $38-$38- 0.0%
Fundraising events Eventdirect expenses; gross income $67,618-reported apart
Total$979,187100%

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2020 · Form 990 · $83,271 spent · pay $1,500 · grants $68,865 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $35,000$35,000-- 42.0%
Grants to US organizations and governments $33,865$33,865-- 40.7%
Interest $4,477-$4,477- 5.4%
Occupancy $4,198-$4,198- 5.0%
Fees: accounting $2,036-$2,036- 2.4%
Pay: officers, directors, trustees, key employees $1,500$1,500-- 1.8%
Fees: other services $1,200-$1,200- 1.4%
Insurance $500-$500- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $270-$270- 0.3%
Other (as described)FILING FEE $225-$225- 0.3%
Fundraising events Eventdirect expenses; gross income $54,351-reported apart
Total$83,271100%

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2019 · Form 990 · $87,095 spent · pay $1,500 · grants $66,479 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $44,425$44,425-- 51.0%
Grants to US organizations and governments $22,054$22,054-- 25.3%
Interest $8,445-$8,445- 9.7%
Occupancy $3,651-$3,651- 4.2%
Fees: other services $2,619-$2,619- 3.0%
Other (as described)PUBLIC RELATIONS $2,384-$2,384- 2.7%
Pay: officers, directors, trustees, key employees $1,500$1,500-- 1.7%
Fees: accounting $955-$955- 1.1%
Insurance $500-$500- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $265-$265- 0.3%
Other (as described)FILING FEE $200-$200- 0.2%
Office expenses $97-$97- 0.1%
Fundraising events Eventdirect expenses; gross income $67,058-reported apart
Total$87,095100%

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2018 · Form 990 · $93,737 spent · pay $1,125 · grants $82,232 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $42,425$42,425-- 45.3%
Grants to US organizations and governments $39,807$39,807-- 42.5%
Interest $5,120-$5,120- 5.5%
Occupancy $1,828-$1,828- 2.0%
Office expenses $1,281-$1,281- 1.4%
Pay: officers, directors, trustees, key employees $1,125-$1,125- 1.2%
Insurance $1,099-$1,099- 1.2%
Fees: accounting $550-$550- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $265-$265- 0.3%
Other (as described)FILING FEE $200-$200- 0.2%
Other (as described)BANK SERVICE CHARGE $37-$37- 0.0%
Fundraising events Eventdirect expenses; gross income $64,440-reported apart
Total$93,737100%

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2017 · Form 990 · $110,978 spent · pay $1,125 · grants $106,050 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $64,000$64,000-- 57.7%
Grants to US organizations and governments $42,050$42,050-- 37.9%
Fees: legal $1,601-$1,601- 1.4%
Other (as described)PUBLIC RELATIONS $1,419-$1,419- 1.3%
Pay: officers, directors, trustees, key employees $1,125-$1,125- 1.0%
Other (as described)DUES & SUBSCRIPTIONS $260-$260- 0.2%
Other (as described)FILING FEE $200-$200- 0.2%
Office expenses $192-$192- 0.2%
Other (as described)BANK SERVICE CHARGE $131-$131- 0.1%
Fundraising events Eventdirect expenses; gross income $51,305-reported apart
Total$110,978100%

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2016 · Form 990 · $205,804 spent · pay $1,500 · grants $200,780 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $144,780$144,780-- 70.3%
Grants to US individuals $56,000$56,000-- 27.2%
Fees: legal $1,601-$1,601- 0.8%
Pay: officers, directors, trustees, key employees $1,500-$1,500- 0.7%
Other (as described)PUBLIC RELATIONS $1,344-$1,344- 0.7%
Other (as described)DUES & SUBSCRIPTIONS $260-$260- 0.1%
Other (as described)FILING FEE $200-$200- 0.1%
Office expenses $101-$101- 0.0%
Other (as described)BANK SERVICE CHARGE $18-$18- 0.0%
Fundraising events Eventdirect expenses; gross income $72,837-reported apart
Total$205,804100%

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2015 · Form 990 · $68,969 spent · pay $1,500 · grants $64,665 · events $100
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $37,665$37,665-- 54.6%
Grants to US individuals $27,000$27,000-- 39.1%
Pay: officers, directors, trustees, key employees $1,500-$1,500- 2.2%
Other (as described)PUBLIC RELATIONS $1,126-$1,126- 1.6%
Insurance $574-$574- 0.8%
Fees: legal $350-$350- 0.5%
Other (as described)DUES & SUBSCRIPTIONS $260-$260- 0.4%
Office expenses $225-$225- 0.3%
Other (as described)FILING FEE $200-$200- 0.3%
Other (as described)BANK SERVICE CHARGE $69-$69- 0.1%
Fundraising events Eventdirect expenses; gross income $122,785$100reported apart
Total$68,969100%

View the filing

2014 · Form 990 · $73,901 spent · pay $1,500 · grants $71,175 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $39,000$39,000-- 52.8%
Grants to US organizations and governments $32,175$32,175-- 43.5%
Pay: officers, directors, trustees, key employees $1,500-$1,500- 2.0%
Office expenses $402-$402- 0.5%
Fees: legal $350-$350- 0.5%
Other (as described)DUES & SUBSCRIPTIONS $260-$260- 0.4%
Other (as described)FILING FEE $200-$200- 0.3%
Other (as described)BANK SERVICE CHARGE $14-$14- 0.0%
Fundraising events Eventdirect expenses; gross income $4,785-reported apart
Total$73,901100%

View the filing

2013 · Form 990 · $87,815 spent · pay $1,500 · grants $83,670 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $39,170$39,170-- 44.6%
Grants to US individuals $33,000$33,000-- 37.6%
Grants outside the US $11,500$11,500-- 13.1%
Pay: officers, directors, trustees, key employees $1,500-$1,500- 1.7%
Other (as described)PUBLIC RELATIONS $1,256-$1,256- 1.4%
Office expenses $534-$534- 0.6%
Fees: legal $350-$350- 0.4%
Other (as described)DUES AND SUBSCRIPTIONS $260-$260- 0.3%
Other (as described)FILING FEES $200-$200- 0.2%
Other (as described)BANK SVC CHARGES $45-$45- 0.1%
Fundraising events Eventdirect expenses; gross income $62,195-reported apart
Total$87,815100%

View the filing

2012 · Form 990 · $100,064 spent · pay $1,500 · grants $95,534 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $59,534$59,534-- 59.5%
Grants to US individuals $36,000$36,000-- 36.0%
Pay: officers, directors, trustees, key employees $1,500-$1,500- 1.5%
Other (as described)Public Relations $1,274-$1,274- 1.3%
Office expenses $717-$717- 0.7%
Insurance $574-$574- 0.6%
Other (as described)Dues and Subscriptions $265-$265- 0.3%
Other (as described)FILING FEES $200-$200- 0.2%
Total$100,064100%

View the filing

2011 · Form 990 · $69,528 spent · pay $1,500 · grants $65,894 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $33,750$33,750-- 48.5%
Grants to US organizations and governments $32,144$32,144-- 46.2%
Pay: officers, directors, trustees, key employees $1,500-$1,500- 2.2%
Other (as described)Public Relations $1,331-$1,331- 1.9%
Office expenses $293-$293- 0.4%
Other (as described)Dues and Subscriptions $260-$260- 0.4%
Other (as described)FILING FEES $250-$250- 0.4%
Total$69,528100%

View the filing

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