Civic Intelligence

Rotary Foundation of Washington DC

EIN 52-6040639 • 501(c)3 • Washington, DC

Profile

The purposes of the foundation are to engage in works of charity of every description and to collect, hold and administer funds to carry on charitable activities. The foundation distributes grants to charitable organizations based on the recommendation of the foundation's benefits awards committee.

PO Box 65484Washington, DC 20035

www.dcrotaryclub.org

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

31st percentile

0.06x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

56th percentile

5.9%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

155%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$9,522,574

Up $529,383 (+5.9%) from 2024

Liabilities

Up

$44,523

Up $32,938 (+284%) from 2024

Net Assets

Up

$9,478,051

Up $496,445 (+5.5%) from 2024

Revenue

Up

$733,078

Up $446,050 (+155%) from 2024

Expenses

Down

$495,721

Down $3,713 (-0.7%) from 2024

Net Income

Up

$237,357

Up $449,763 (+212%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $6,269,755Liabilities 2011: $3,889Net Assets 2011: $6,265,8662011Assets 2012: $5,897,009Liabilities 2012: $96,500Net Assets 2012: $5,800,5092012Assets 2013: $6,526,137Liabilities 2013: $77,194Net Assets 2013: $6,448,9432013Assets 2014: $7,970,375Liabilities 2014: $21,000Net Assets 2014: $7,949,3752014Assets 2015: $7,535,597Liabilities 2015: $17,631Net Assets 2015: $7,517,9662015Assets 2016: $6,849,832Liabilities 2016: $8,403Net Assets 2016: $6,841,4292016Assets 2017: $7,381,291Liabilities 2017: $14,486Net Assets 2017: $7,366,8052017Assets 2018: $7,194,270Liabilities 2018: $8,491Net Assets 2018: $7,185,7792018Assets 2019: $7,227,473Liabilities 2019: $12,853Net Assets 2019: $7,214,6202019Assets 2021: $8,888,713Liabilities 2021: $4,365Net Assets 2021: $8,884,3482021Assets 2022: $7,680,655Liabilities 2022: $6,390Net Assets 2022: $7,674,2652022Assets 2023: $8,160,306Liabilities 2023: $14,906Net Assets 2023: $8,145,4002023Assets 2024: $8,993,191Liabilities 2024: $11,585Net Assets 2024: $8,981,6062024Assets 2025: $9,522,574Liabilities 2025: $44,523Net Assets 2025: $9,478,0512025

Highlighted filing

2025

Assets$9,522,574
Liabilities$44,523
Net Assets$9,478,051

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $302,7502011Expenses 2012: $365,3372012Expenses 2013: $335,1202013Revenue 2014: $1,206,499Expenses 2014: $350,742Net Income 2014: $855,7572014Revenue 2015: $517,634Expenses 2015: $393,918Net Income 2015: $123,7162015Revenue 2016: $457,286Expenses 2016: $415,506Net Income 2016: $41,7802016Revenue 2017: $297,880Expenses 2017: $411,619Net Income 2017: -$113,7392017Revenue 2018: $407,353Expenses 2018: $443,588Net Income 2018: -$36,2352018Revenue 2019: $22,192Expenses 2019: $429,509Net Income 2019: -$407,3172019Revenue 2021: $241,059Expenses 2021: $401,732Net Income 2021: -$160,6732021Revenue 2022: $302,793Expenses 2022: $438,789Net Income 2022: -$135,9962022Revenue 2023: $326,313Expenses 2023: $462,325Net Income 2023: -$136,0122023Revenue 2024: $287,028Expenses 2024: $499,434Net Income 2024: -$212,4062024Revenue 2025: $733,078Expenses 2025: $495,721Net Income 2025: $237,3572025

Highlighted filing

2025

Revenue$733,078
Expenses$495,721
Net Income$237,357

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.52$0.04$9.48$0.73$0.50$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.99$0.01$8.98$0.29$0.50$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.16$0.01$8.15$0.33$0.46$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.68$0.01$7.67$0.30$0.44$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.88$0.24$0.40$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.01$7.21$0.02$0.43$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$0.01$7.19$0.41$0.44$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.01$7.37$0.30$0.41$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$0.01$6.84$0.46$0.42$0.04
2015Summary only. Only limited summary data is available for this year.$7.54$0.02$7.52$0.52$0.39$0.12
2014Detailed filing. Detailed filing data is available for this year.$7.97$0.02$7.95$1.21$0.35$0.86
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$0.08$6.45$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.10$5.80$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$0.00$6.27$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 24, 2026
Return Version
2024v5.2
Gross Receipts
$874,998
Mission and Program Overview

Mission

See Schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,624,125$8,961,373▲ $337,248
Savings and Temporary Cash Investments$363,471$528,866▲ $165,395
Cash and Non-Interest-Bearing Accounts$4,939$31,503▲ $26,564
Prepaid Expenses and Deferred Charges$656$832▲ $176
Total Assets$8,993,191$9,522,574▲ $529,383
Liabilities
Accounts Payable and Accrued Expenses$11,585$44,523▲ $32,938
Total Liabilities$11,585$44,523▲ $32,938
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,677,813$7,058,537▲ $380,724
Net Assets With Donor Restrictions$2,303,793$2,419,514▲ $115,721
Total Net Assets Fund Balance$8,981,606$9,478,051▲ $496,445
Total Liabilities and Net Assets / Fund Balance$8,993,191$9,522,574▲ $529,383

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,948,278$68,220▲ $914,317$26,050$9,453,552
2023$8,116,516$78,400▲ $1,247,049$-1,001$8,948,278
2022$7,639,548$43,024▲ $886,741$-5,879$8,116,516
2021$8,884,348$30,066▼ $797,085$43,791$7,639,548
2020$7,007,029$29,117▲ $2,210,099$21,606$8,884,348
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lynn HolecImmediate Past President
Marilyn Nevy CruzPresident
Patrick KavanaughVice President
Andy CookDirector
Bob SchottDirector
Cynthia SchultzDirector
Donnie ShawDirector
Howard DavisDirector
Lisa CohenDirector
Natalie ForresterDirector
Octavian IoniciDirector
Tim HansonDirector
Elise EganSecretary
William DentSergeant-at-Arms
Todd MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,720
Program Service Revenue
$0
Investment Income
$659,358
Other Revenue
$0
All Other Contributions
$73,720
Change in Net Assets
$237,357

Audited Revenue Reconciliation

Revenue per Audited Statements
$690,010
Revenue Not Reported on Financial Statements
$43,068
Revenue Not Reported on Form 990
$259,088
Total Revenue per Audited Statements
$949,098
Total Revenue per Form 990
$733,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$417,987
Other Expenses$77,734
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$417,987--$417,987
Fees for Service Investment Mgmnt Fees-$43,068-$43,068
Fees for Services Management-$15,750-$15,750
Fees for Services Accounting-$12,665-$12,665
Conferences and Meetings-$4,387-$4,387
Other Expenses-$1,864-$1,864
Total Functional Expenses$417,987$77,734$0$495,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$495,721
Expenses per Audited Statements$452,653
Total Expenses per Audited Statements$452,653
Expenses Not Reported on Financial Statements$43,068
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys and Girls ClubWashington, DC501c3-$96,000
Brem Foundation to Defeat Breast CaSilver Spring, MD501c3-$20,000
Everyone Home DCWashington, DC501c3-$20,000
Food Rescue US DCWashington, DC501c3-$20,000
The Salvation ArmyWashington, DC501c3-$20,000
National Park ServiceTreesWashington, DC501c3-$18,750
Baltimore Rotary FoundationBaltimore, MD--$5,250
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
Audit committee
Yes
Backup withholding compliance
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

Members or stockholder classes and rights Part VI line 6

As stated in its bylaws, members of the Rotary Foundation are the members of the Rotary Club of Washington, D.C.

Member election for additional members Part VI line 7A

The governing board has 15 members and consists of the following members:The President, Vice President and Immediate Past President of the Rotary Club of Washington, DC and the Immediate Past President of the Foundation; the President, Vice President and six Directors who shall be elected by the members of the Rotary Club of Washington, DC; and the Secretary, Treasurer and Sergeant-at Arms who shall be elected by the preceding 12 members of the Board at its first meeting of the fiscal year.

Form 990 governing body review Part VI line 11

Form 990 is prepared by an independent CPA and reviewed by the Treasurer before disseminating to the Board of Directors and filing with the IRS.

Conflict of interest policy compliance Part VI line 12C

Monitoring and compliance is facilitated by completion and submission on an annual basis of a written disclosure form by all directors and officers, providing in detail any events that give rise to conflict of interest.

CEO executive director top management comp Part VI line 15A

The Foundation does not have any compensated employees.

Other officer or key employee compensation Part VI line 15B

The Foundation does not have any compensated employees.

Governing documents etc available to public Part VI line 19

The Foundation considers all requests for documents which are not required to be made public.

Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Washington DC
EIN
52-6040639
In Care Of
% Todd Miller
Phone
2023318686
Address
PO Box 65484, Washington, DC 20035

Signing Officer

Name
Todd Miller
Title
Treasurer
Phone
2023318686
Signed
2026-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marilyn Nevy Cruz
Formed
1922
Legal Domicile
Dc
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
134

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John Mullins
Phone
2027706371
Supplemental Narrative

Additional Explanations

General explanation attachment

The Foundations Mission Statement & Exempt Purpose:The purposes of the Rotary Foundation of Washington, DC (RFW) are to engage in works of charity of every description and to collect, hold and administer funds to carry on charitable activities. The Foundation distributes grants to charitable organizations based on the recommendation of its board.RFW Vision: As the Foundation of the Rotary Club of Washington, DC, we promote peace and the well-being of people and communities through service within the metropolitan area and across the globe. RFW Mission: Through charitable giving, we support our Club and its partners in their service activities with vulnerable populations, in our community and around the world, working together at the grass-roots level to foster economic opportunity, justice and equity, education and literacy, health, and a sustainable environment.

Financial Statement Notes

Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)

The Foundation evaluates uncertain tax positions in accordance with existing generally accepted accounting principles and makes such accruals and disclosures as might be required. There were no uncertain tax positions as of year-end.

Raw XML AppendixShowing 400 of 584 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011585
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044523
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Schedule O.
IRS990/AllOtherContributionsAmt073720
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0The Organization
IRS990/BooksInCareOfDetail/PhoneNum02023318686
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 65484
IRS990/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020035
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04939
IRS990/CashNonInterestBearingGrp/EOYAmt031503
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04387
IRS990/ConferencesMeetingsGrp/TotalAmt04387
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt073720
IRS990/CYGrantsAndSimilarPaidAmt0417987
IRS990/CYInvestmentIncomeAmt0659358
IRS990/CYOtherExpensesAmt077734
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0237357
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0495721
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0733078
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The Rotary Club of Washington, DC established the Rotary Foundation of Washington, DC in July 1922 to support the Clubs works of charity of every description. The Foundations three largest service accomplishments in FY 2024-2025 were: (1) $200,000 in Community Service Grants to 33 nonprofit entities in the Greater Washington Metropolitan Area; (2) $96,000 to the Boys and Girls Clubs of Greater Washington for capital expenses; and (3) $30,300 to various 501(c)(3) organizations for internation projects.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02303793
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02419514
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0417987
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012665
IRS990/FeesForServicesAccountingGrp/TotalAmt012665
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt015750
IRS990/FeesForServicesManagementGrp/TotalAmt015750
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt043068
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043068
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0Andy Cook
IRS990/Form990PartVIISectionAGrp/PersonNm1Natalie Forrester
IRS990/Form990PartVIISectionAGrp/PersonNm2Donnie Shaw
IRS990/Form990PartVIISectionAGrp/PersonNm3Elise Egan
IRS990/Form990PartVIISectionAGrp/PersonNm4Octavian Ionici
IRS990/Form990PartVIISectionAGrp/PersonNm5Cynthia Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm6Bob Schott
IRS990/Form990PartVIISectionAGrp/PersonNm7Howard Davis
IRS990/Form990PartVIISectionAGrp/PersonNm8Tim Hanson
IRS990/Form990PartVIISectionAGrp/PersonNm9Lisa Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm10Lynn Holec
IRS990/Form990PartVIISectionAGrp/PersonNm11Patrick Kavanaugh
IRS990/Form990PartVIISectionAGrp/PersonNm12William Dent
IRS990/Form990PartVIISectionAGrp/PersonNm13Marilyn Nevy Cruz
IRS990/Form990PartVIISectionAGrp/PersonNm14Todd Miller
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Immediate Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Sergeant-at-Arms
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0448588
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0417987
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0417987
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0417987
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0590508
IRS990/GrossReceiptsAmt0874998
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0210770
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210770
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08624125
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08961373
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0141920
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Schedule O.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08981606
IRS990/NetAssetsOrFundBalancesEOYAmt09478051
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0448588
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0448588
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0259088
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06677813
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07058537
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Other
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01864
IRS990/OtherExpensesGrp/TotalAmt01864
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0656
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0832
IRS990/PrincipalOfficerNm0Marilyn Nevy Cruz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt083400
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0412445
IRS990/PYInvestmentIncomeAmt0203628
IRS990/PYOtherExpensesAmt086989
IRS990/PYRevenuesLessExpensesAmt0-212406
IRS990/PYTotalExpensesAmt0499434
IRS990/PYTotalRevenueAmt0287028
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0237357
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0363471
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0528866
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Foundation obtained a copy of the IRS determination letter from the supported organization and performed the support calculation to verify the support test was met.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Foundation has instituted the benefits award committee that is composed of the board members of both The Organization and the supported organization. Such joint committee is tasked with the responsibilities to screen the award recipients for eligibility and approve the final payments to ensure that The Organizations assets are used exclusively for charitable purposes.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Substantially all of The Foundations activities during the tax year directly furthered the exempt purposes of the supported organization, the Rotary Club of Washington, D. C., inc. Approximately 90% of The Foundations total expenses for the tax year were dedicated to the direct furtherance activities.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Foundation holds investment assets whose earnings are used primarily for charitable purposes in keeping with the exempt purpose of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Organization qualified under 501c4 5 or 6Part IV 3b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Organization used exclusively for section 170c2b Part IV 3c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Directly further the exempt purposes Part IV Sect E line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Act supported organizations would have engaged inPart IV E 2b
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530135280
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0417987
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Rotary Club of Wash DC Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0417987
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.74000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt052256
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08948278
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt068220
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09453552
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0398957
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0914317
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt026050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt047109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08116516
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt078400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08948278
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0447579
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01247049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-1001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt042316
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07639548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt043024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08116516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0416360
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0886741
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-5879
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt049896
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08884348
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt030066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07639548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0384094
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-797085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt043791
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt037991
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07007029
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt029117
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08884348
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0302300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02210099
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt021606
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt043068
IRS990ScheduleD/ExpensesSubtotalAmt0452653
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt043068
IRS990ScheduleD/InvestmentExpensesNotIncldAmt043068
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0259088
IRS990ScheduleD/RevenueNotReportedAmt0259088
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043068
IRS990ScheduleD/RevenueSubtotalAmt0690010
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation evaluates uncertain tax positions in accordance with existing generally accepted accounting principles and makes such accruals and disclosures as might be required. There were no uncertain tax positions as of year-end.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.26000
IRS990ScheduleD/TotalExpensesPerForm990Amt0495721
IRS990ScheduleD/TotalRevenuePerForm990Amt0733078
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0949098
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0452653
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt096000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.