Civic Intelligence

Rotary Club of Duluth Foundation

EIN 41-1750809 • 501(c)3 • Duluth, MN

Profile

The rotary club of duluth foundation will provide a vehicle for rotarians and others to extend the tradition of service above self, with funding of local community projects including local charitable and humanitarian causes.

207 West Superior StDuluth, MN 55802

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-53%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$9,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-11%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$380,270

Down $3,707 (-1.0%) from 2023

Liabilities

Down

$0

Down $6,000 (-100%) from 2023

Net Assets

Up

$380,270

Up $2,293 (+0.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin14th percentile

Revenue

Down

$46,698

Down $5,495 (-11%) from 2023

Expenses

Up

$71,297

Up $52,759 (+285%) from 2023

Net Income

Down

-$24,599

Down $58,254 (-173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $156,854Liabilities 2011: $02011Assets 2012: $172,097Liabilities 2012: $6,300Net Assets 2012: $165,7972012Assets 2013: $197,080Liabilities 2013: $6,500Net Assets 2013: $190,5802013Assets 2014: $204,681Liabilities 2014: $0Net Assets 2014: $204,6812014Assets 2015: $208,773Liabilities 2015: $13,212Net Assets 2015: $195,5612015Assets 2016: $214,708Liabilities 2016: $161Net Assets 2016: $214,5472016Assets 2017: $234,940Liabilities 2017: $0Net Assets 2017: $234,9402017Assets 2018: $260,988Liabilities 2018: $1,250Net Assets 2018: $259,7382018Assets 2019: $287,927Liabilities 2019: $750Net Assets 2019: $287,1772019Assets 2020: $334,029Liabilities 2020: $750Net Assets 2020: $333,2792020Assets 2021: $395,198Liabilities 2021: $0Net Assets 2021: $395,1982021Assets 2022: $338,035Liabilities 2022: $3,000Net Assets 2022: $335,0352022Assets 2023: $383,977Liabilities 2023: $6,000Net Assets 2023: $377,9772023Assets 2024: $380,270Liabilities 2024: $0Net Assets 2024: $380,2702024

Highlighted filing

2024

Assets$380,270
Liabilities$0
Net Assets$380,270
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $17,591Expenses 2011: $6,002Net Income 2011: $11,5892011Revenue 2012: $17,877Expenses 2012: $8,865Net Income 2012: $9,0122012Revenue 2013: $28,661Expenses 2013: $8,642Net Income 2013: $20,0192013Revenue 2014: $18,782Expenses 2014: $17,670Net Income 2014: $1,1122014Revenue 2015: $42,718Expenses 2015: $36,291Net Income 2015: $6,4272015Revenue 2016: $49,575Expenses 2016: $20,281Net Income 2016: $29,2942016Revenue 2017: $29,028Expenses 2017: $17,222Net Income 2017: $11,8062017Revenue 2018: $41,778Expenses 2018: $22,509Net Income 2018: $19,2692018Revenue 2019: $47,104Expenses 2019: $22,075Net Income 2019: $25,0292019Revenue 2020: $64,970Expenses 2020: $13,502Net Income 2020: $51,4682020Revenue 2021: $63,819Expenses 2021: $42,402Net Income 2021: $21,4172021Revenue 2022: $58,582Expenses 2022: $48,666Net Income 2022: $9,9162022Revenue 2023: $52,193Expenses 2023: $18,538Net Income 2023: $33,6552023Revenue 2024: $46,698Expenses 2024: $71,297Net Income 2024: -$24,5992024

Highlighted filing

2024

Revenue$46,698
Expenses$71,297
Net Income-$24,599
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,270
Liabilities
$0
Net assets
$380,270
Revenue
$46,698
Expenses
$71,297
Net income
-$24,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.47$0.71$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.06$3.78$0.52$0.19$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.03$3.35$0.59$0.49$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.64$0.42$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.01$3.33$0.65$0.14$0.51
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.01$2.87$0.47$0.22$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.60$0.42$0.23$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.29$0.17$0.12
2016Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$0.50$0.20$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.13$1.96$0.43$0.36$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.19$0.18$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.07$1.91$0.29$0.09$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.06$1.66$0.18$0.09$0.09
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.18$0.06$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 13, 2024
Return Version
2023v6.0
Gross Receipts
$61,677
Mission and Program Overview

Mission

Charitable and educational services

Support the humanitarian, charitable, and educational purposes of the rotary club of duluth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$321,125$364,120▲ $42,995
Savings and Temporary Cash Investments$10,213$0▼ $10,213
Accounts Receivable$2,470$9,725▲ $7,255
Cash and Non-Interest-Bearing Accounts$50,169$6,425▼ $43,744
Total Assets$383,977$380,270▼ $3,707
Liabilities
Accounts Payable and Accrued Expenses$6,000$0▼ $6,000
Total Liabilities$6,000$0▼ $6,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$329,033$304,457▼ $24,576
Net Assets Without Donor Restrictions$48,944$75,813▲ $26,869
Total Net Assets Fund Balance$377,977$380,270▲ $2,293
Total Liabilities and Net Assets / Fund Balance$383,977$380,270▼ $3,707

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$294,220$3,118→ $0$0$297,338
2022$286,594$7,626→ $0$0$294,220
2021$278,640$10,544→ $0$2,590$286,594
2020$260,817$17,823→ $0$0$278,640
2019$247,057$13,760→ $0$0$260,817
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Elaine HansonDirector$9,000$9,000

Board Members and Trustees

NameTitle
Dean CaspersonPresident
Allen AnwayDirector
Bob BennettDirector
Corey CollierDirector
Darlene AndersonDirector
Elizabeth SimonsonDirector
Geiger YountDirector
Jim SchwartzDirector
Gerald PelofskeSecretary
Jennifer SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,414
Program Service Revenue
$0
Investment Income
$9,284
Other Revenue
$0
All Other Contributions
$37,414
Change in Net Assets
$-24,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,990
Other Expenses$9,307
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,490--$49,490
Grants to Domestic Individuals$12,500--$12,500
Fees for Services Accounting-$5,875-$5,875
Fees for Service Investment Mgmnt Fees-$3,394-$3,394
Office Expenses-$38-$38
Total Functional Expenses$61,990$9,307$0$71,297
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys & Girls Club of the orthlandDuluth, MN3Support efforts to provide mental health programming for youth$25,000
The Salvation Army Northern DivisionRoseville, MN-Support Thanksgiving Day Food Distribution$14,890
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The rotary club of duluth board of directors has reserved power to appoint the foundation board of directors from club membership.”

Form 990, Part VI, Section A, Line 8B

“No committees are granted authority to act on behalf of the governing body”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed at a regular board meeting prior to filing. If no board meeting is scheduled , a copy is emailed to all board members for their review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy applies to all officers, directors, employees and or agents of the foundation. Individuals are required to disclose any potential conflicts of interest with items presented on the agenda at the beginning of each meeting.”

Form 990, Part VI, Section B, Line 15

“There are no management or employees. All officers and directors are volunteers who serve without compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interst policy, and financial statements are avilable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary Club of Duluth Foundation
EIN
41-1750809
Phone
2187220451
Address
207 WEST SUPERIOR ST, DULUTH, MN 55802

Signing Officer

Name
Jennifer Smith
Title
Treasurer
Phone
2187220451
Signed
2024-12-13

Organization Details

Principal Officer
Dean Casperson
Formed
1991
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
15
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“The Westmoreland Endowment Fund consists of funds donated by individuals or other entities. It consists of the magnitude of the donations as originally made to the Fund, subsequent designated donations and may include earnings made from subsequent investment of those funds as determined by the Foundation Board . This fund is considered a permanent endowment and can only be distributed as stated in Article XII of the Rotary Club of Duluth Foundation's Articles of Incorporation.”

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IRS990/MissionDesc0THE ROTARY CLUB OF DULUTH FOUNDATOIN WILL PROVIDE A VEHICLE FOR ROTARIANS AND OTHERS TO EXTEND THE TRADITION OF SERVICE ABOVE SELF, WITH FUNDING OF LOCAL COMMUNITY PROJECTS INCLUDING LOCAL CHARITABLE AND HUMANITARIAN CAUSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0377977
IRS990/NetAssetsOrFundBalancesEOYAmt0380270
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-201
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-201
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt026892
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt048944
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt075813
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038
IRS990/OfficeExpensesGrp/TotalAmt038
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEAN CASPERSON
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0$14,890 WAS GIVEN TO THE DULUTH SALVATION ARMY TO SUPPORT THEIR THANKSGIVING DAY FOOD DISTRIBUTION OPERATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014890
IRS990/ProgSrvcAccomActy2Grp/GrantAmt014890
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS TOTALING $12,500 WERE GIVEN TO STUDENTS ATTENDING LAKE SUPERIOR COLLEGE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS OTHER GRANTS DISTRIBUTED TO LOCAL ORGANIZATIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09600
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt09600
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040406
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09629
IRS990/PYInvestmentIncomeAmt011787
IRS990/PYOtherExpensesAmt08909
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033655
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018538
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt052193
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-24599
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010213
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0195813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06457
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06767
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067796
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74282
IRS990ScheduleA/PublicSupportPY170Pct00.8309
IRS990ScheduleA/PublicSupportTotal170Amt0195813
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037414
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050475
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0195813
IRS990ScheduleA/TotalSupportAmt0263609
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0294220
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03118
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0297338
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0286594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07626
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0294220
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0278640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0286594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02590
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0260817
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt017823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0278640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0247057
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt013760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0260817
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Westmoreland Endowment Fund consists of funds donated by individuals or other entities. It consists of the magnitude of the donations as originally made to the Fund, subsequent designated donations and may include earnings made from subsequent investment of those funds as determined by the Foundation Board . This fund is considered a permanent endowment and can only be distributed as stated in Article XII of the Rotary Club of Duluth Foundation's Articles of Incorporation.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc010 individual scholarships of $1,250 were awarded to students attending Lake Superior College
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt114890
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support efforts to provide mental health programming for youth
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support Thanksgiving Day Food Distribution
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Boys & Girls Club of the orthland
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1The Salvation Army Northern Division
IRS990ScheduleI/RecipientTable/RecipientEIN0410969947
IRS990ScheduleI/RecipientTable/RecipientEIN1410698597
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 16435
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12445 Prior Avenue North
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Duluth
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Roseville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055816
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd155113
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT HAVE A FORMAL PROCESS FOR MONITORING THE USE OF GRANT FUNDS. DUE TO THE NATURE OF OUR COMMUNITY AND THE INVOLVEMENT OF ROTARY CLUB MEMBERS IN MANY OF THE RECIPIENT'S ORGANIZATIONS THE FOUNDATION IS AWARE HOW THE FUNDS ARE UTILIZED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

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