ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC

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Cite this

Plain text ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2011–2025. https://furp.org/org/rotary-club-of-boca-raton-sunrise-foundation-inc-650780118. Retrieved 2026-11-05.

APA furp.org. (n.d.). ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC [Nonprofit organization profile; tax years 2011–2025]. Retrieved November 5, 2026, from https://furp.org/org/rotary-club-of-boca-raton-sunrise-foundation-inc-650780118

MLA “ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC.” furp.org, tax years 2011–2025, https://furp.org/org/rotary-club-of-boca-raton-sunrise-foundation-inc-650780118. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2011–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $121K · expenses $103K · assets $580K

Also known as
SUNRISE FOUNDATION
EIN
65-0780118
Address
PO BOX 273468, BOCA RATON, FL 33427-3468
Website
WWW.BOCASUNRISEROTARY.ORG
NTEE code
B82 Scholarships, Student Financial Aid Services, Awards (Education) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 1998 (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

HUMANITARIAN AND EDUCATIONAL PROGRAMS LOCALLY, NATIONALLY & INTERNATIONALLY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 33 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

33 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
Fred Licata PRESIDENT2024-2025 2 $0 reported 4
Susan Weinblatt SECRETARY2025 2 $0 reported 2
John Makris PRESIDENT ELECT2025 2 $0 reported 2
Barry Ogrin TREASURER2024-2025 2 $0 reported 2
Ed Rowan DIRECTOR2025 2 $0 reported 2
Frank Barbieri DIRECTOR2011-2025 2 $0 reported 1
Michael Odsess DIRECTOR2025 2 $0 reported 1
Michael Kridel (former) Chairman2021-2024 2 $0 reported 2
Ira Herschbein (former) Treasuer2014-2024 2 $0 reported 2
Gail Ambrose-Lustig (former) President2021-2024 2 $0 reported 1
Steve Alman (former) Director2022-2024 2 $0 reported 2
Phil Lustig (former) Director2022-2024 2 $0 reported 4
Tim Sharp (former) Treasuer2017-2023 2 $0 reported 2
Richard MacFarland (former) Director2022-2023 2 $0 reported 1
Craig McDonald (former) Chair-Elect2023 2 $0 reported 2
Richard Celestino (former) Director2011-2022 2 $0 reported 2
Dan Spandau (former) Director2017-2022 2 $0 reported 2
Stan Civin (former) Director2018-2022 2 $0 reported 2
Norman Matus (former) Chairman2019-2022 2 $0 reported 2
Erin Garcia (former) Director2020-2022 2 $0 reported 2
Victor Shames (former) Director2020 2 $0 reported 2
Kris Sudan (former) Director2017-2020 2 $0 reported 2
Andy Petry (former) Director2014-2019 2 $0 reported 2
Doyle Dally (former) Director2018 2 $0 reported 2
Rod Mabe (former) Past President2014-2015 0 $0 reported 2
Hendrik Demello (former) President elect2014-2015 0 $0 reported 2
Shirley Hirsch (former) Director2011-2015 0 $0 reported 2
Stan Fertel (former) PAST PRESIDE2014 2 $0 reported 2
Doyle Daily (former) DIRECTOR2014 0 $0 reported 1
Charles Shalmi (former) President Elect2011 2 $0 reported 2
Eric Covitz (former) President2011 2 $0 reported 2
Zee Aganovic (former) Director2011 2 $0 reported 2
Jeff Schildkraut (former) Director2011 2 $0 reported 2

People by year

2025 · 7 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED LICATA PRESIDENT2 $0$0$0 $04
BARRY OGRIN TREASURER2 $0$0$0 $02
JOHN MAKRIS PRESIDENT ELECT2 $0$0$0 $02
SUSAN WEINBLATT SECRETARY2 $0$0$0 $02
MICHAEL ODSESS DIRECTOR2 $0$0$0 $01
FRANK BARBIERI DIRECTOR2 $0$0$0 $01
ED ROWAN DIRECTOR2 $0$0$0 $02
2024 · 7 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gail Ambrose-Lustig President2 $0$0$0 $01
Michael Kridel Chairman2 $0$0$0 $02
Ira Herschbein Treasuer2 $0$0$0 $02
Steve Alman Director2 $0$0$0 $02
Phil Lustig Director2 $0$0$0 $04
Fred LiCata President-elect2 $0$0$0 $04
Barry Ogrin Director2 $0$0$0 $02
2023 · 8 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gail Ambrose-Lustig President2 $0$0$0 $01
Michael Kridel Chairman2 $0$0$0 $02
Tim Sharp Treasuer2 $0$0$0 $02
Ira Herschbein Director2 $0$0$0 $02
Steve Alman Director2 $0$0$0 $02
Richard MacFarland Director2 $0$0$0 $01
Phil Lustig Director2 $0$0$0 $04
Craig McDonald Chair-Elect2 $0$0$0 $02
2022 · 12 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Celestino Director2 $0$0$0 $02
Gail Ambrose-Lustig President2 $0$0$0 $01
Dan Spandau Director2 $0$0$0 $02
Michael Kridel Chairman2 $0$0$0 $02
Tim Sharp Treasuer2 $0$0$0 $02
Ira Herschbein Director2 $0$0$0 $02
Stan Civin Director2 $0$0$0 $02
Norman Matus Chairman2 $0$0$0 $02
Erin Garcia Director2 $0$0$0 $02
Steve Alman Director2 $0$0$0 $02
Richard MacFarland Director2 $0$0$0 $01
Phil Lustig Director2 $0$0$0 $04
2021 · 9 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Celestino Director2 $0$0$0 $02
Gail Ambrose-Lustig Secretary2 $0$0$0 $01
Dan Spandau Director2 $0$0$0 $02
Michael Kridel Director2 $0$0$0 $02
Tim Sharp Treasuer2 $0$0$0 $02
Ira Herschbein Director2 $0$0$0 $02
Stan Civin Director2 $0$0$0 $02
Norman Matus Chairman2 $0$0$0 $02
Erin Garcia Director2 $0$0$0 $02
2020 · 9 people listed · none paid · 0 employees · 67 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Celestino Director2 $0$0$0 $02
Victor Shames Director2 $0$0$0 $02
Dan Spandau Director2 $0$0$0 $02
Kris Sudan Director2 $0$0$0 $02
Tim Sharp Director2 $0$0$0 $02
Ira Herschbein Treasurer2 $0$0$0 $02
Stan Civin President2 $0$0$0 $02
Norman Matus Chairman2 $0$0$0 $02
Erin Garcia Director2 $0$0$0 $02
2019 · 8 people listed · none paid · 0 employees · 56 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Celestino Director2 $0$0$0 $02
Andy Petry Director2 $0$0$0 $02
Dan Spandau Director2 $0$0$0 $02
Kris Sudan Director2 $0$0$0 $02
Tim Sharp President2 $0$0$0 $02
Ira Herschbein Treasurer2 $0$0$0 $02
Stan Civin Chairman2 $0$0$0 $02
Norman Matus Director2 $0$0$0 $02
2018 · 8 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Celestino Director2 $0$0$0 $02
Andy Petry Director2 $0$0$0 $02
Dan Spandau Director2 $0$0$0 $02
Kris Sudan Director2 $0$0$0 $02
Tim Sharp President2 $0$0$0 $02
Ira Herschbein Treasurer2 $0$0$0 $02
Stan Civin Chairman2 $0$0$0 $02
Doyle Dally Director2 $0$0$0 $02
2017 · 6 people listed · none paid · 0 employees · 45 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD CELESTINO Director2 $0$0$0 $02
ANDY PETRY Director2 $0$0$0 $02
DAN SPANDAU Director2 $0$0$0 $02
KRIS SUDAN President2 $0$0$0 $02
TIM SHARP President-elect2 $0$0$0 $02
IRA HERSCHBEIN Treasurer2 $0$0$0 $02
2015 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
IRA HERSCHBEIN President0 $0-- $02
HENDRIK DEMELLO President elect0 $0-- $02
ROD MABE Past President0 $0-- $02
SHIRLEY HIRSCH Director0 $0-- $02
ANDY PETRY Director0 $0-- $02
RICHARD CELESTINO Director0 $0-- $02
2014 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROD MABE PRESIDENT0 $0-- $02
IRA HERSCHBEIN PRESIDENT-EL0 $0-- $02
STAN FERTEL PAST PRESIDE2 $0-- $02
HENDRIK DEMELLO DIRECTOR0 $0-- $02
SHIRLEY HIRSCH DIRECTOR0 $0-- $02
ANDY PETRY DIRECTOR0 $0-- $02
DOYLE DAILY DIRECTOR0 $0-- $01
2011 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC COVITZ President2 $0-- $02
CHARLES SHALMI President Elect2 $0-- $02
ZEE AGANOVIC Director2 $0-- $02
FRANK BARBIERI Director2 $0-- $01
RICHARD CELESTINO Director2 $0-- $02
SHIRLEY HIRSCH Director2 $0-- $02
JEFF SCHILDKRAUT Director2 $0-- $02

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.

2025 · 3 grants to organizations · $55K
2024 · 2 grants to organizations · $40K

Listed grants add up to $39,664; the return's “grants paid” expense line says $47,664. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 2 grants to organizations · $34K
2022 · 2 grants to organizations · $29K
2021 · 3 grants to organizations · $37K
2020 · 3 grants to organizations · $35K
2019 · 2 grants to organizations · $38K

Listed grants add up to $38,500; the return's “grants paid” expense line says $43,250. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 1 grant to organizations · $13K

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
2025 · Form 990 period ending 2026-06-30 · view filing · original 990 ↗
$120,863$103,317 $580,147$580,147 $46,602$0 $0035
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$146,357$90,426 $515,400$515,400 $25,420$0 -035
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$60,394$42,020 $477,280$477,280 $5,920$0 -035
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$87,395$43,888 $443,552$443,552 $23,788$0 -050
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$135,711$115,271 $421,856$421,856 $123,090$0 -050
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$60,592$82,513 $419,055$419,055 $45,976$0 $0067
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$100,575$109,346 $416,162$416,162 $19,103$0 $0056
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$222,665$115,197 $421,708$421,708 $218,139$0 $0050
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$143,895$39,043 $306,825$306,825 $127,101$0 -045
2015 · Form 990EZ period ending 2016-06-30 · view filing · original 990 ↗
$14,040$31,098 $205,870$193,680 $1,223$0 ---
2014 · Form 990EZ period ending 2015-06-30 · view filing · original 990 ↗
$63,075$43,707 $216,873$216,873 $55,440- ---
2011 · Form 990EZ period ending 2012-06-30 · view filing · original 990 ↗
$15,328$14,904 $158,237$158,237 $10,813$0 ---

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

6 grantors reported grants to this organization, $322,111 in all, tax years 2012 to 2024. 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
BOCA WEST CHILDRENS FOUNDATION Public charity Exact 2020-2024 5$252,650 2024$42,500
show
WANDA AND JAMES M MORAN JR FOUNDATION INC Private foundation Fuzzy filed as “ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC” 2024 1$50,000 2024$50,000
show
BOCA RATON REGIONAL HOSPITAL INC Public charity Exact 2015 1$13,750 2015$13,750
show
LISTEN LEARN CARE FOUNDATION INC Public charity Exact 2012 1$5,000 2012$5,000
show
EQUITABLE FOUNDATION INC Private foundation Fuzzy filed as “ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC” 2022 1$500 2022$500
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION INC” 2020-2023 4$211 2023$35
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
COVENANT FOUNDATION OF FLORIDA INCFLB82 $125,338$118,428 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
CARIBBEAN HOTEL FOUNDATION INCFLB82 $130,111$136,962 CHAIRMAN$0 Same NTEE code B82, revenue within 2x, same state
COMMON KNOWLEDGE SCHOLARSHIP FOUNDATION INCFLB82 $109,618$113,171 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
THE MOORINGS EDUCATIONAL FOUNDATION INCFLB82 $134,043$134,025 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
GINA ROSE MONTALTO MEMORIAL FOUNDATION INCFLB82 $113,332$37,992 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
FEZZIWIG WWJD FOUNDATION INCFLB82 $113,351$72,315 PRESIDENT DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
ALPHA EDUCATIONAL FOUNDATION-DDL INCFLB82 $130,244$211,762 EXECUTIVE DIRECTOR$23,600 Same NTEE code B82, revenue within 2x, same state
HISPANIC PROFESSIONAL WOMEN S FOUNDATION INCFLB82 $112,474$82,854 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
TIMUQUANA CARES EMPLOYEE FOUNDATION INCFLB82 $134,373$111,725 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
GFWC WOMANS CLUB OF TALLAHASSEE INCFLB82 $132,604$101,057 P$0 Same NTEE code B82, revenue within 2x, same state
CHEMICAL COATERS ASSOC INTERNL FINISHING EDUCATION FOUNDATIONFLB82 $111,231$135,267 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
CHEN FOUNDATION INCFLB82 $118,399$162,553 Director$0 Same NTEE code B82, revenue within 2x, same state
SHAH FOUNDATION INCFLB82 $114,668$30,292 President$0 Same NTEE code B82, revenue within 2x, same state
AFMS SCHOLARSHIP FOUNDATION INCFLB82 $131,466$72,714 President$0 Same NTEE code B82, revenue within 2x, same state
ROTARY CLUB OF INVERNESS CHARITABLEINCFLB82 $115,799$62,505 PRESIDENT DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
BELTRE CHARITY FOUNDATION INCFLB82 $130,300$193,297 DIRECTOR$26,365 Same NTEE code B82, revenue within 2x, same state
CHARLES R & SANDRA G HENRY FOUNDATION INCFLB82 $120,413$53,424 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
YE MYSTIC KREWE OF GASPARILLA COMMUNITY FUND CORPORATIONFLB82 $134,820$149,192 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
SOLIVITA AFRICAN HERITAGE CULTURAL CLUB EDUCATIONAL FUND INCFLB82 $111,488$52,368 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
FORTNER FAMILY FOUNDATION INCFLB82 $125,025$58,008 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
SECURITY TRADERS ASSOCIATION OF CHICAGO SCHOLARSHIP FUND INCFLB82 $115,801$87,655 President (2025)$0 Same NTEE code B82, revenue within 2x, same state
CHILDREN OF FALLEN SOLDIERS RELIEFFUND INCFLB82 $134,149$112,190 President & CEO$0 Same NTEE code B82, revenue within 2x, same state
EVELYN AND DAVID SNYDER FAMILY FOUNDATION INCFLB82 $113,238$81,866 PRESIDENT$34,461 Same NTEE code B82, revenue within 2x, same state
SAM AND BEATRICE EPSTEIN FOUNDATION INC A NJ NONPROFIT CORPFLB82 $119,075$4,000 President$0 Same NTEE code B82, revenue within 2x, same state
OZARK FAMILY FOUNDATIONFLB82 $116,248$147,500 TRUSTEE - PART TIME$0 Same NTEE code B82, revenue within 2x, same state

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
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,190,65248 172016–2024 EVANS SCHOLARS FOUNDATION; THE AMERICAS HEPATO-PANCREATO- BILIARY FOUNDATION INC; CROSSROADS EDUCATORS INC; NORTH DAKOTA DELTA UPSILON EDUCATION FOUNDATION INC and 13 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$618,20922 82019–2025 TRAJECTORY FOUNDATION INC; SOLIVITA AFRICAN HERITAGE CULTURAL CLUB EDUCATIONAL FUND INC; OAK HARBOR ROTARY FOUNDATION; LA RAZA LAWYERS OF SANTA CLARA COUNTY CHARITABLE FOUNDATION and 4 more
JEWISH FEDERATION OF METROPOLITAN CHICAGO DAF sponsor$462,9508 12017–2024 EVANS SCHOLARS FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$353,87619 92020–2024 EVANS SCHOLARS FOUNDATION; CAPITOLA-APTOS ROTARY FOUNDATION; FOUNDATION OF YUCAIPA ROTARY CLUB INC; POW EDUCATIONAL FOUNDATION INC and 5 more
PAYPAL CHARITABLE GIVING FUND DAF sponsor$236,15212 32012–2024 CHILDREN OF FALLEN SOLDIERS RELIEFFUND INC; AMANDA ROSE LAURA FOUNDATION INC; GINA ROSE MONTALTO MEMORIAL FOUNDATION INC
JEFF AND MARIEKE ROTHSCHILD FOUNDATION Private foundation$182,4001 12023–2023 THE AMERICAS HEPATO-PANCREATO- BILIARY FOUNDATION INC
FORGOOD INC DAF sponsor$169,81913 52010–2024 GINA ROSE MONTALTO MEMORIAL FOUNDATION INC; TRAJECTORY FOUNDATION INC; CHILDREN OF FALLEN SOLDIERS RELIEFFUND INC; HELPING HANDS FOR HAITI and 1 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$92,5004 12017–2024 FEZZIWIG WWJD FOUNDATION INC
THE US CHARITABLE GIFT TRUST DAF sponsor$76,0931 12012–2012 CAPITOLA-APTOS ROTARY FOUNDATION
ELIZABETH M PFRIEM FOUNDATION Private foundation$75,0001 12020–2020 GINA ROSE MONTALTO MEMORIAL FOUNDATION INC
THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM DAF sponsor$64,0009 12012–2022 PELL CITY ROTARY CLUB FOUNDATION
SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC DAF sponsor$60,4772 12021–2024 BOBBY HOLLOWAY MEMORIAL CORP
NATIONAL PHILANTHROPIC TR DAF sponsor$58,7506 22017–2022 BOBBY HOLLOWAY MEMORIAL CORP; FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA
ALABAMA POWER FOUNDATION INC Private foundation$55,0006 12019–2024 PELL CITY ROTARY CLUB FOUNDATION
THE PER AND ASTRID HEIDENREICH FAMILY FOUNDATION Private foundation$50,0005 12021–2025 CMA EDUCATION 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.

2025 · Form 990 · $103,317 spent · pay $0 · grants $55,301 · events $75,985
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $55,301$55,301-- 53.5%
Other (as described)DONATIONS $40,068$40,068-- 38.8%
Fees: investment management $4,964$2,482$1,241$1,241 4.8%
Fees: accounting $2,500$1,250$625$625 2.4%
Office expenses $286-$143$143 0.3%
Other (as described)LICENSES $198-$198- 0.2%
Fundraising events Eventdirect expenses; gross income $130,162$75,985reported apart
Total$103,317100%

View the filing

2024 · Form 990 · $90,426 spent · pay $0 · grants $47,664 · events $52,617
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $47,664$47,664-- 52.7%
Other (as described)Donations $34,744$34,744$0$0 38.4%
Fees: investment management $5,380$2,690$1,345$1,345 5.9%
Fees: accounting $2,500$1,250$625$625 2.8%
Other (as described)Licenses $138$0$138$0 0.2%
Fundraising events Eventdirect expenses; gross income $114,160$52,617reported apart
Total$90,426100%

View the filing

2023 · Form 990 · $42,020 spent · pay $0 · grants $34,220 · events $105,781
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $34,220$34,220-- 81.4%
Fees: investment management $4,770$3,970$400$400 11.4%
Fees: accounting $1,775$500$775$500 4.2%
All other expenses $1,255$0$1,255$0 3.0%
Fundraising events Eventdirect expenses; gross income $142,774$105,781reported apart
Total$42,020100%

View the filing

2022 · Form 990 · $43,888 spent · pay $0 · grants $0 · events $49,365
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Scholarships $35,500$35,500$0$0 80.9%
Fees: investment management $4,242$0$4,242$0 9.7%
All other expenses $2,821$2,700$121$0 6.4%
Fees: accounting $1,325$0$1,325$0 3.0%
Fundraising events Eventdirect expenses; gross income $98,216$49,365reported apart
Total$43,888100%

View the filing

2021 · Form 990 · $115,271 spent · pay $0 · grants $0 · events $19,572
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Scholarships $37,115$37,115$0$0 32.2%
Other (as described)Teacher of Year Expenses $32,291$0$0$32,291 28.0%
All other expenses $25,018$21,072$3,946$0 21.7%
Other (as described) EventGolf Tour Expenses $19,572$0$0$19,572 17.0%
Fees: accounting $1,275$0$1,275$0 1.1%
Total$115,271100%

View the filing

2020 · Form 990 · $82,513 spent · pay $0 · grants $0 · events $750
LineAs describedTotalProgramManagementFundraisingShare
All other expenses $37,713$34,591$3,122$0 45.7%
Other (as described)Donations $20,000$20,000$0$0 24.2%
Other (as described)Scholarships $15,000$15,000$0$0 18.2%
Other (as described)Teacher of Year Expenses $9,050$0$0$9,050 11.0%
Other (as described) EventGolf Tour Expenses $750$0$0$750 0.9%
Total$82,513100%

View the filing

2019 · Form 990 · $109,346 spent · pay $0 · grants $43,250 · events $15,497
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $43,250$43,250-- 39.6%
Occupancy $22,873$0$0$22,873 20.9%
All other expenses $19,292$0$606$18,686 17.6%
Other (as described) EventGolf Tour Expenses $15,497$0$0$15,497 14.2%
Other (as described)Teacher of Year Expenses $4,313$0$0$4,313 3.9%
Fees: investment management $2,621$0$2,621$0 2.4%
Fees: accounting $1,000$0$1,000$0 0.9%
Advertising and promotion $500$0$0$500 0.5%
Fundraising events Eventdirect expenses; gross income $74,096-reported apart
Total$109,346100%

View the filing

2018 · Form 990 · $115,197 spent · pay $0 · grants $0 · events $31,507
LineAs describedTotalProgramManagementFundraisingShare
All other expenses $44,959$44,959$0$0 39.0%
Other (as described)Teacher of Year Expenses $35,697$0$0$35,697 31.0%
Other (as described) EventGolf Tour Expenses $31,507$0$0$31,507 27.4%
Fees: investment management $1,572$0$1,572$0 1.4%
Fees: accounting $1,000$0$1,000$0 0.9%
Office expenses $462$0$462$0 0.4%
Total$115,197100%

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2017 · Form 990 · $39,043 spent · pay $0 · grants $35,235 · events $40,562
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $35,235$35,235-- 90.2%
Other (as described)Bank Fees $2,302$0$2,302$0 5.9%
Fees: accounting $1,000$0$1,000$0 2.6%
Other (as described)Taxes/Licenses $506$0$506$0 1.3%
Fundraising events Eventdirect expenses; gross income $46,741$40,562reported apart
Total$39,043100%

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2015 · Form 990EZ · $31,098 spent · pay $0 · grants $28,068 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $28,068 90.3%
Other expenses (detail on Schedule O) $2,030 6.5%
Fees to independent contractors $1,000 3.2%
Total$31,098100%

View the filing

2014 · Form 990EZ · $43,707 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $41,978 96.0%
Fees to independent contractors $1,729 4.0%
Total$43,707100%

View the filing

2011 · Form 990EZ · $14,904 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $13,904 93.3%
Fees to independent contractors $1,000 6.7%
Total$14,904100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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