Rotary District 5080 Charitable Fund

990 • Fiscal year 2025 • EIN 81-3110856

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 15, 2026

Organization Profile N/A

3833 E Eloika RdDeer Park, WA 99006

(509) 922-2693

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

16%

Higher net margin than 69% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

6.3%

Faster asset growth than 58% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

64%

Faster revenue growth than 89% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets19th percentile

Assets

$1,142,863

Up $67,735 (+6.3%) from 2024

Net Assets

$1,142,863

Up $68,020 (+6.3%) from 2024

Liabilities

Down

Down $285 (-100%) from 2024

Revenue And Expenses

Liabilities / Revenue19th percentile Net Margin69th percentile

Revenue

$192,808

Up $75,007 (+64%) from 2024

Expenses

Down

$162,922

Down $11,449 (-6.6%) from 2024

Net Income

$29,886

Up $86,456 (+153%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2025

Assets$1,142,863

Liabilities$0

Net Assets$1,142,863

Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2025

Revenue$192,808

Expenses$162,922

Net Income$29,886

Open 2025 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2024 to Jun 30, 2025
Signed: Feb 15, 2026
Return Version: 2024v5.2
Gross Receipts: $272,430

Mission and Program Overview

Mission

To support the local and worldwide charitable activities of the Rotary District 5080 and its participating local Rotary Clubs, as well as provide funding for community projects, scholarships, and other charitable projects.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Cap Stk Tr Prin Current Funds	$1,074,843	$1,142,863	▲ $68,020
Investments in Publicly Traded Securities	$911,160	$978,781	▲ $67,621
Savings and Temporary Cash Investments	$124,850	$109,250	▼ $15,600
Cash and Non-Interest-Bearing Accounts	$38,368	$54,832	▲ $16,464
Accounts Receivable	$750	$0	▼ $750
Other Notes and Loans Receivable, Net	-	$0	-
Pledges and Grants Receivable	-	$0	-
Receivable From Disqualified Prsn	-	$0	-
Receivables From Officers Etc	-	$0	-
Investments Other Securities	-	$0	-
Investments Program Related	-	$0	-
Land, Buildings, and Equipment, Net	-	$0	-
Intangible Assets	-	$0	-
Inventories for Sale or Use	-	$0	-
Prepaid Expenses and Deferred Charges	-	$0	-
Total Assets	$1,075,128	$1,142,863	▲ $67,735
Other Assets Total	-	$0	-
Liabilities
Accounts Payable and Accrued Expenses	$285	-	-
Total Liabilities	$285	$0	▼ $285
Net Assets / Fund Balance
Total Net Assets Fund Balance	$1,074,843	$1,142,863	▲ $68,020
Total Liabilities and Net Assets / Fund Balance	$1,075,128	$1,142,863	▲ $67,735

Endowment Activity

Period	Beginning	Contrib.	Gain/Loss	Other Uses	End
2024	$790,351	$2,000	▲ $83,890	-	$817,200
2023	$746,094	-	▲ $94,338	-	$790,351
2022	$729,516	-	▲ $64,037	-	$746,094
2021	$883,302	-	▼ $82,492	-	$729,516
2020	$773,498	-	▲ $162,602	-	$883,302

Compensation and Service Providers

Top Officer Pay42nd percentile

Board Members and Trustees

Name	Title
Bev Reed	President
Lorne Westnedge	Vice President
Heidi Pallardy	Director
Helen LeBoeuf	Director
M Karen Cook	Director
Robert Quay	Director
Gary J Bowe	Executive Director
Kyle Nolte	Secretary
William Simer	Treasurer

Revenue and Support

Revenue Composition

Contributions and Grants: $121,823
Program Service Revenue: $0
Investment Income: $74,003
Other Revenue: $-3,018
All Other Contributions: $98,278
Change in Net Assets: $29,886

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Grants and Similar Amounts Paid	$155,097
Other Expenses	$7,825
Professional Fundraising Fees	$0
Salaries, Compensation, and Employee Benefits	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Grants to Domestic Orgs	$91,717	-	-	$91,717
Grants to Domestic Individuals	$57,880	-	-	$57,880
Fees for Service Investment Mgmnt Fees	-	$6,041	-	$6,041
Foreign Grants	$5,500	-	-	$5,500
Insurance	-	$1,480	-	$1,480
Other Expenses	-	$45	-	$45
Total Functional Expenses	$155,097	$7,825	$0	$162,922

International Activity

Grant and Assistance Recipients

Recipient	Location	Category	Purpose	Amount
Meals on Wheels - Spokane Co	Spokane, WA	-	Meals for Homebound Seniors	$11,000
Partners Inland Northwest	Spokane Valley, WA	-	Fund Senior Assistance Programs	$11,000
Widows Might	Spokane Valley, WA	-	Assistance to Elderly Widows	$11,000
Holmes Elementary School	Spokane, WA	-	Assistance to Public Elementary Sch	$4,015
City of Lewiston ID	Lewiston, ID	-	Contruction of Rotary Peace Park	$0
City of Post Falls Id	Post Falls, ID	-	School Crosswalk	$0

Fundraising, Events, and Gaming

Fundraising activities: Yes
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Fundraising Direct Expenses	$7,518
Professional Fundraising Fees	$0

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Gravity Challenge-gsv Rotary	$13,565	-	$7,518	-
Proust in the Park	$8,500	-	-	-
Total Events	$22,065	-	$7,518	$-7,518

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Insider Transactions and Loans

Loans and Receivables

Line Item	Beginning	End	Change
Receivables from Disqualified Persons	-	$0	-
Receivables from Officers, Directors, Trustees, and Key Employees	-	$0	-

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
District 5080 Passport Club	Pasco, WA	Service Club	501(c)(4)	-	No
Rotary Club of Clarkston	Clarkston, WA	Service Club	501(c)(4)	-	No
Rotary Club of Coeur dAlene Sunrise	Coeur dAlene, ID	Service Club	501(c)(4)	-	No
Rotary Club of Deer Park	Deer Park, WA	Service Club	501(c)(4)	-	No
Rotary Club of Greater Spokane Valley	Spokane Valley, WA	Service Club	501(c)(4)	-	No
Rotary Club of Lewiston	Lewiston, ID	Service Club	501(c)(4)	-	No
Rotary Club of Post Falls	Post Falls, ID	Service Club	501(c)(4)	-	No
Rotary Club of Spokane North	Spokane, WA	Service Club	501(c)(4)	-	No
Rotary District 5080	Spokane, WA	District Admin for Service Clubs	501(c)(4)	-	No
Spokane Aurora Nw Rotary Club Wa	Spokane, WA	Service Club	501(c)(4)	-	No

Transactions with Related Organizations

Organization	Type	Method	Amount
Rotary Club of Coeur dAlene Sunrise	b	Cash	$4,480
Rotary Club of Spokane North	b	Cash	$2,400
Rotary District 5080	c	Cash	$1,480
District 5080 Passport Club	c	Cash	$225
Rotary Club of Coeur dAlene Sunrise	c	Cash	$165

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Backup withholding compliance: No
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 8B

“Minutes recorded of all board meetings but not committee meetings.”

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

“The return is provided to all board member for review prior to filing.”

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

“Officers and directors are required to acknowledge receipt of the conflict of interest policy. The policy is reviewed with the board at least annually and board members are required to indicate in writing whether any conflicts of interest exist.”

Form 990, Part VI, Section C, Line 19

“Governing documents and policies available on request. Financial statements distributed to all board members and participating rotary clubs”

Filing and Contact Details

Filer

Filer Name: Rotary District 5080 Charitable Fund
EIN: 81-3110856
Phone: 5099222693
Address: 3833 E Eloika Rd, Deer Park, WA 99006

Signing Officer

Name: William Simer
Title: Treasurer
Signed: 2026-02-15
Discuss with paid preparer: Yes

Organization Details

Principal Officer: William Simer
Formed: 2016
Legal Domicile: Wa
Voting Board Members: 9
Independent Board Members: 9
Employees: 0
Volunteers: 100

Preparer

Firm: Gary J Bowe EA
Address: 3833 East Eloika Rd, Deer Park, WA 99006
Preparer: Gary J Bowe
Phone: 5099222693

Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain (loss) on securities held = $38134”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds have been established to fund scholarships for college students and to benefit senior needs in a designated geographic area.”

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IRS990/MissionDesc	0	To support the local and worldwide charitable activities of the Rotary District 5080 and its participating local Rotary Clubs, as well as provide funding for community projects, scholarships, and other charitable projects.
IRS990/MoreThan5000KToIndividualsInd	0	false
IRS990/MoreThan5000KToOrgInd	0	false
IRS990/NetAssetsOrFundBalancesBOYAmt	0	1074843
IRS990/NetAssetsOrFundBalancesEOYAmt	0	1142863
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt	0	20619
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt	0	20619
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt	0	-7518
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt	0	0
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt	0	0
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt	0	0
IRS990/NoListedPersonsCompensatedInd	0	X
IRS990/NondeductibleContributionsInd	0	false
IRS990/OccupancyGrp/TotalAmt	0	0
IRS990/OfficeExpensesGrp/TotalAmt	0	0
IRS990/OfficerMailingAddressInd	0	false
IRS990/OperateHospitalInd	0	false
IRS990/Organization501c3Ind	0	X
IRS990/OrgDoesNotFollowFASB117Ind	0	X
IRS990/OtherAssetsTotalGrp/EOYAmt	0	0
IRS990/OtherChangesInNetAssetsAmt	0	38134
IRS990/OtherEmployeeBenefitsGrp/TotalAmt	0	0
IRS990/OtherExpensesGrp/Desc	0	BANK CHARGES
IRS990/OtherExpensesGrp/Desc	1	Postage and Shipping
IRS990/OtherExpensesGrp/Desc	2	FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt	0	166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt	1	93
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt	2	45
IRS990/OtherExpensesGrp/TotalAmt	0	166
IRS990/OtherExpensesGrp/TotalAmt	1	93
IRS990/OtherExpensesGrp/TotalAmt	2	45
IRS990/OtherRevenueMiscGrp/Desc	0	RETURN OF PRIOR GRANT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt	0	4500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	0	4500
IRS990/OtherRevenueTotalAmt	0	4500
IRS990/OtherSalariesAndWagesGrp/TotalAmt	0	0
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt	0	0
IRS990/PartialLiquidationInd	0	false
IRS990/PaymentsToAffiliatesGrp/TotalAmt	0	0
IRS990/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990/PayrollTaxesGrp/TotalAmt	0	0
IRS990/PensionPlanContributionsGrp/TotalAmt	0	0
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt	0	0
IRS990/PoliticalCampaignActyInd	0	false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt	0	0
IRS990/PrincipalOfficerNm	0	William Simer
IRS990/ProfessionalFundraisingInd	0	false
IRS990/ProgSrvcAccomActy2Grp/Desc	0	THE ORGANIZATION ADMINISTERS A PERMANENT ENDOWMENT CREATED BY AN INDIVIDUAL TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS BENEFITING SENIORS IN THE GREATER SPOKANE VALLEY GEOGRAPHIC AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt	0	33000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt	0	33000
IRS990/ProgSrvcAccomActy3Grp/Desc	0	THE ORGANIZATION ADMINISTERS ENDOWMENTS CREATED BY ROTARY CLUBS OR INDIVIDUALS TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt	0	22000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt	0	22000
IRS990/ProhibitedTaxShelterTransInd	0	false
IRS990/PYContributionsGrantsAmt	0	75742
IRS990/PYExcessBenefitTransInd	0	false
IRS990/PYGrantsAndSimilarPaidAmt	0	167270
IRS990/PYInvestmentIncomeAmt	0	47804
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt	0	0
IRS990/PYOtherExpensesAmt	0	7101
IRS990/PYOtherRevenueAmt	0	-5745
IRS990/PYRevenuesLessExpensesAmt	0	-56570
IRS990/PYTotalExpensesAmt	0	174371
IRS990/PYTotalRevenueAmt	0	117801
IRS990/QuidProQuoContributionsInd	0	false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt	0	0
IRS990/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt	0	0
IRS990/ReconcilationRevenueExpnssAmt	0	29886
IRS990/RegularMonitoringEnfrcInd	0	true
IRS990/RelatedEntityInd	0	true
IRS990/RelatedOrganizationCtrlEntInd	0	false
IRS990/RelatedOrganizationsAmt	0	1480
IRS990/ReportInvestmentsOtherSecInd	0	false
IRS990/ReportLandBuildingEquipmentInd	0	false
IRS990/ReportOtherAssetsInd	0	false
IRS990/ReportOtherLiabilitiesInd	0	false
IRS990/ReportProgramRelatedInvstInd	0	false
IRS990/RoyaltiesGrp/TotalAmt	0	0
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt	0	0
IRS990/SavingsAndTempCashInvstGrp/BOYAmt	0	124850
IRS990/SavingsAndTempCashInvstGrp/EOYAmt	0	109250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	121823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	75742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	122343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	151811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	36173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	507892
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	53384
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	33508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	39890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	54496
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	21266
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	202544
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt	0	4500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt	0	2000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	1000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	2250
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	9750
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.56290
IRS990ScheduleA/PublicSupportPY170Pct	0	0.58570
IRS990ScheduleA/PublicSupportTotal170Amt	0	405412
IRS990ScheduleA/SubstantialContributorsTotAmt	0	102480
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	121823
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	75742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	122343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	151811
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	36173
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	507892
IRS990ScheduleA/TotalSupportAmt	0	720186
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990/ScheduleBRequiredInd	0	true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct	0	0.06200
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt	0	6041
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt	0	790351
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt	0	2000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt	0	817200
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt	0	53000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt	0	83890
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt	0	5681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt	0	746094
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt	0	790351
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt	0	44400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt	0	94338
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt	0	5459
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt	0	729516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt	0	746094
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt	0	42000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt	0	64037
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt	0	7250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt	0	883302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt	0	729516
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt	0	64044
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt	0	-82492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt	0	5998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt	0	773498
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt	0	883302
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt	0	46800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt	0	162602
IRS990ScheduleD/DisclosedForCharitablePrpsInd	0	true
IRS990ScheduleD/DisclosedOrgLegCtrlInd	0	true
IRS990ScheduleD/DonorAdvisedFundsContriAmt	0	92693
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt	0	153509
IRS990ScheduleD/DonorAdvisedFundsHeldCnt	0	8
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt	0	1132974
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd	0	false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd	0	false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt	0	7065
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt	0	1588
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt	0	3
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt	0	9888
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct	0	0.90980
IRS990ScheduleD/RelatedOrgListSchRInd	0	false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	0	THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO FUND SCHOLARSHIPS FOR COLLEGE STUDENTS AND TO BENEFIT SENIOR NEEDS IN A DESIGNATED GEOGRAPHIC AREA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct	0	0.02820
IRS990ScheduleG/AgrmtProfFundraisingActyInd	0	false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	22065
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt	0	13565
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt	0	8500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	7518
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	GRAVITY CHALLENGE-GSV ROTARY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	PROUST IN THE PARK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	13565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	8500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	22065
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	-7518

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,142,863
Liabilities: $0
Net assets: $1,142,863
Revenue: $192,808
Expenses: $162,922
Net income: $29,886

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.19	$0.16	$0.03
2024Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.07	$0.12	$0.17	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.13	$0.14	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$1.00	$0.00	$0.99	$0.25	$0.15	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$1.08	$0.01	$1.08	$0.09	$0.09	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.94	$0.00	$0.93	$0.06	$0.11	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.00	$0.20	$0.09	$0.10
2018Detailed filing. Detailed filing data is available for this year.	$0.92	$0.01	$0.91	$1.01	$0.08	$0.92
2017Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.01	$0.00	$0.01