NonprofitsThe Rotary Foundation Of Rotary International

International, Foreign Affairs & National Security

The Rotary Foundation Of Rotary International

ARCOLA, IL

Total revenue

$418.1M

Total expenses

$361.1M

Net assets

$1.4B

Grants received

$125.6M

1,077 grants

EIN

363245072

Tax year

2023

Mission

Rotarians work toward advancing world understanding, goodwill and peace.

Programs

10 programs

Rotary grants - global grants support humanitarian projects, scholarships, and vocational training teams in rotary's areas of focus.district grants support smaller-scale projects related to the foundation's mission. Partnership grants also support the areas of focus and are carried out with the foundation's strategic partners.

Expenses: $132.7MGrants: $110.0M

Donor advised fund - the donor advised fund is a charitable giving vehicle that offers individuals and rotary-affiliated groups the ability to make grant recommendations to support either the rotary foundation programs or other irs-approved charities. The rotary foundation has ultimate discretion and control over distribution of the funds.

Expenses: $9.9MGrants: $9.9M

Corporate social responsibility - grants funded by corporate social responsibility funds received from corporations.

Expenses: $9.6MGrants: $9.6M

Rotary peace centers - each year, up to 100 fellows are sponsored to study at one of the rotary peace centers for a master's-level degree or professional development certificate.

Expenses: $4.6MGrants: $4.6M

Disaster response grants - the rotary foundation supports disaster relief and recovery efforts through grants from the rotary disaster response fund.

Expenses: $3.9MGrants: $3.9M

Programs of scale - grants that support longer-term, high-impact programs led by rotary members.

Expenses: $2MGrants: $2M

Special initiative grants - other program services that are in place to coordinate and direct the activities of the rotary foundation.

Expenses: $120KGrants: $120K

The rotary healthy communities challenge program will provide rotary members in target countries with longer-term resources to implement large-scale, high-impact programs to reduce severe disease and death from malaria, pneumonia, and diarrhea the top killers of children under five with a focus on helping vulnerable populations and enhancing sustainable community health systems.program services took place in preparation for the program to begin the following year.

Expenses: $37KGrants: $37K

Project enhancement process - provides project planning and technical support to clubs and districts for global grants.

Expenses: $29KGrants: $29K

Rounding - $500.00 to tie to audited financial statement program awards 278,705k

Expenses: $500Grants: $500

Financials

FY 2023

Revenue

Contributions & grants$351.7M
Program service revenue$15
Investment income$73.8M
Other revenue
Total revenue$418.1M

Expenses

Grants paid$286.4M
Salaries & benefits$41.0M
Fundraising$28.9M
Other expenses$33.1M
Total expenses$361.1M
Total assets$1.5B
Net assets$1.4B

People

31 listed

NameRoleCompensation

JOHN HEWKO

CHIEF EXECUTIVE OFFICER

Board

$235K

14.4 hrs/wk

JULIE BURKE

CHIEF FINANCIAL OFFICER

Board

$174K

20 hrs/wk

AKIRA MIKI

TRUSTEE

Board

20 hrs/wk

MARK DANIEL MALONEY BEG 723

CHAIR-ELECT

Board

20 hrs/wk

BHARAT S PANDYA BEG 723

VICE-CHAIR

Board

20 hrs/wk

CARLOS E SANDOVAL BEG 723

TRUSTEE

Board

20 hrs/wk

BARRY RASSIN BEG 723

CHAIR

Board

40 hrs/wk

CHUN-WOOK HYUN BEG 723

TRUSTEE

Board

20 hrs/wk

DENNIS J SHORE BEG 723

TRUSTEE

Board

20 hrs/wk

GEETA MANEK

TRUSTEE

Board

20 hrs/wk

GREG PODD

TRUSTEE

Board

20 hrs/wk

HOLGER KNAACK

TRUSTEE

Board

20 hrs/wk

HSIU-MING LIN

TRUSTEE

Board

20 hrs/wk

JENNIFER JONES BEG 723

TRUSTEE

Board

20 hrs/wk

LARRY A LUNSFORD BEG 723

TRUSTEE

Board

20 hrs/wk

MARTHA PEAK HELMAN

TRUSTEE

Board

20 hrs/wk

AZIZ MEMON

TRUSTEE

Board

20 hrs/wk

ERIC JONES

CHIEF INVESTMENT OFFICER

Staff

$355K

37.2 hrs/wk

ERIC C SCHMELLING

CHIEF PHILANTHROPY OFFICER

Staff

$261K

40 hrs/wk

MICHAEL PATOCK

INVESTMENT OFFICER

Staff

$209K

37.2 hrs/wk

JONATHAN SOUTH

INVESTMENT OFFICER

Staff

$195K

37.2 hrs/wk

MICHELE BERG

DEPUTY GENERAL SECRETARY

Staff

$138K

14.4 hrs/wk

KRISTOPHER NEWBAUER

CHIEF HUMAN RESOURCES OFFICER

Staff

$129K

17.6 hrs/wk

PAUL HAISMAN

CHIEF INFORMATION OFFICER

Staff

$129K

17.6 hrs/wk

ANAND RAMAKRISHNAN END 1223

DIR ENTERPRISE ARCHITECHTURE & DATA ENG

Staff

$103K

18.4 hrs/wk

CRIS DOWNEY

DIRECTOR - TECHNOLOGY SERVICES

Staff

$90K

17.6 hrs/wk

JAMES BARNES END 1023

CHIEF PROGRAMS & MEMBER SERVICES OFFICER

Staff

$74K

10 hrs/wk

ANDREW G MCDONALD

DEPUTY GENERAL COUNSEL

Staff

$71K

13.2 hrs/wk

NORA ZEI

CHIEF PARTICIPANT EXPERIENCE OFFICER

Staff

$69K

10.4 hrs/wk

STEVEN ROUTBURG

GENERAL COUNSEL

Staff

$51K

7.6 hrs/wk

DAVID ALEXANDER

CHIEF COMMUNICATIONS OFFICER

Staff

$40K

5.6 hrs/wk

Independent contractors

NORTHERN TRUST

FINANCIAL SERVICES

$317K

CAPE ANNE ASSET MANAGEMENT

INVESTMENT MANAGEMENT

$299K

UBS

INVESTMENT MANAGEMENT

$260K

BLACKROCK INC

INVESTMENT MANAGEMENT

$186K

BOSTON PARTNERS

INVESTMENT MANAGEMENT

$139K

Grants received

Showing 200 of 1,077

FromAmountPurposeYear
$449K
POWER OF NUTRITION POWER 4 SCALING
2024
$200K
MULTIPLE GRANTS FOR MULTIPLE PURPOSES
2024
$161K
GEN/OPER SUPPORT
2024
$87K
MEDICAL EQUPMENT
2024
$64K
Tender Little Hearts of India
2024
$64K
POLIO PLUS, ANNUAL FUND
2024
$60K
General Support for International Projects
2024
$60K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$56K
COMMUNITY & HUMAN SERVICES
2024
$56K
CONTRIBUTION TO THE GHANA GLOBAL GRANT
2024
$55K
To enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty
2024
$52K
CONTRIBUTIONS TO PH ACCOUNT
2024
$52K
GENERAL SUPPORT
2024
$51K
support foundation
2024
$46K
advance world understanding, goodwill, and peace by improving health, providing quality education, improving the environment and the alleviation of poverty
2024
$45K
UNRESTRICTED GENERAL SUPPORT
2024
$40K
These grants represent funds sent to the Rotary Foundation to support the Eradication of Polio, various community support activities such as water wells, educational facilities, and medical services including cleft palate surgeries, dental and eye clinics, wheelchairs, etc.
2024
$37K
HUMAN SERVICE
2024
$35K
ERADICATING POLIO
2024
$34K
VILLAGES IN PARTNERSHIP - WELL SPONSORSHIP, POLIO ERADICATION, HURRICAN RELIEF, PAUL HARRIS FELLOWHSIP CONTRIBUTIONS
2024
$30K
GENERAL SUPPORT
2024
$28K
Polio and disaster relief
2024
$27K
DONOR ADVISED FUND
2024
$26K
HUMANITARIAN AID,YOUTH CAMPS
2024
$25K
EDUCATIONAL
2024
$25K
UNRESTRICTED CONTRIBUTION
2024
$25K
CC: CIVIC AND COMMUNITY SERVICE
2024
$24K
COMMUNITY RESOURCES
2024
$23K
EMERGENCY RESPONSE
2024
$21K
SCHOLARSHIP
2024
$21K
OPERATIONS
2024
$21K
GENERAL SUPPORT
2024
$20K
POLIO PLUS AND ANNUAL FUND
2024
$19K
GRANTS FOR PROGRAM SUPPORT AND OPERATIONS
2024
$19K
Public, Societal Benefit
2024
$18K
TO SUPPORT THE MISSON OF THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.
2024
$18K
Endowment Fund
2024
$17K
DONATION FOR VARIOUS PURPOSES
2024
$17K
POLIO, SCHOLARSHIPS, VOCATIONAL TRAINING
2024
$17K
UNRESTRICTED GENERAL SUPPORT
2024
$17K
CHARITABLE PROJECTS
2024
$17K
INTERNATIONAL PROGRA
2024
$16K
Rotary Projects
2024
$15K
Cooperative Assistance
2024
$15K
COMMUNITY & HUMAN SERVICES
2024
$15K
PROGRAM SUPPORT
2024
$15K
GENERAL PURPOSES
2024
$14K
COMMUNITY DEVELOPMENT
2024
$14K
COMMUNITY DEVELOPMENT
2024
$14K
To fund future Rotary grants
2024
$13K
GENERAL SUPPORT
2024
$13K
RWANDA NURSES SAVING LIVES, MEDICAL PROJECT ZAMBIA
2024
$13K
GENERAL PURPOSE
2024
$12K
COMMUNITY IMPROVEMENT & CAPACITY BUILDING, PHILANTHROPY, VOLUNTARISM
2024
$12K
GENERAL OPERATING SUPPORT, TOY & BLANKET DRIVE
2024
$11K
COMMUNITY AND ECONOMIC DEVELOPMENT; DAF FUNDED
2024
$11K
Youth Heart Surgeries
2024
$10K
Program support
2024
$10K
GENERAL SUPPORT OF MISSION
2024
$10K
To fund TRF's programs and operations with donations from Madison Rotary ($2,835) and its members ($7,188).
2024
$10K
PROGRAM/PROJECT SUPPORT
2024
$10K
YOUTH DEVEL
2024
$10K
Sanitation project
2024
$10K
TO SUPPORT THE PROGRAM
2024
$10K
GENERAL SUPPORT
2024
$9K
HUMANITARIAN-GLOBAL
2024
$9K
COMMUNITY DONATIONS
2024
$9K
General Nonprofit Support
2024
$7K
UNRESTRICTED GENERAL
2024
$7K
FUND RAISING & FUND DISTRIBUTION
2024
$7K
ADVANCING PHILANTHROPY
2024
$6K
For the Polio Plus Fund and general support
2024
$6K
General Support
2024
$5K
CHARITABLE GIFT
2024
$5K
UNRESTRICTED GENERAL SUPPORT
2024
$5K
PolioPlus Fund and World Fund
2024
$5K
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
$3K
GENERAL OPERATIONS
2024
$2K
Rotary Foundation and Polio Plus
2024
$2K
Charitable
2024
$1K
Paul Harris Society fund
2024
$1K
GENERAL SUPPORT
2024
$1K
PUBLIC ASSISTANCE
2024
$1K
Polio Plus Fund
2024
$500
EMPLOYEE MATCHING GIFT
2024
$500
MATCHING GIFTS
2024
$500
PUBLIC ASSISTANCE
2024
$300
Ukraine Response Fund
2024
$129
GENERAL EXEMPT PURPOSE
2024
$100
GENERAL OPERATIONS
2024
$50
GENERAL OPERATING PURPOSE
2024
$50
General & Unrestricted
2024
DONATIONS TO FOUNDATION
2024
$2.0M
For grant recipient's exempt purposes
2023
$1.5M
INTERNATIONAL, FOREIGN AFFAIRS
2023
$685K
MATERNAL AND CHILD NUTRITION INTERVENTION IN ETHIOPIA
2023
$685K
MATERNAL AND CHILD NUTRITION INTERVENTION IN ETHIOPIA
2023
$372K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$175K
INTERNATIONAL HUMANITARIAN PROGRAMS
2023
$162K
Various International Grants
2023
$148K
Global grants, Polio eradication, disaster relief
2023
$129K
HUMAN SERVICE
2023
$105K
MEDICAL ASSISTANCE
2023
$100K
CC: CIVIC AND COMMUNITY SERVICE
2023
$75K
POLIOPLUS FUND
2023
$75K
POLIO ERADICATION
2023
$63K
These grants represent funds sent to the Rotary Foundation to support Polio Eradication Activities and various community support activities such as water wells, educational facilities, and medical services including cleft palate surgeries, dental and eye clinics, wheelchairs, etc.
2023
$61K
COMMUNITY & HUMAN SERVICES
2023
$57K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$55K
To enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty
2023
$55K
UNRESTRICTED GENERAL SUPPORT
2023
$53K
advance world understanding, goodwill, and peace by improving health, providing quality education, improving the environment and the alleviation of poverty
2023
$52K
MULTIPLE GRANTS FOR PROGRAMS, OPERATIONS, OR OTHER PURPOSES
2023
$52K
Donation to charity
2023
$51K
FOR ENDOWMENT E21096 PAUL HARRIS FUND
2023
$50K
GENERAL SUPPORT
2023
$50K
CLEAN WATER INITIATIVE
2023
$42K
support foundation
2023
$42K
PLEDGES TO FOUNDATION FOR HUMANITARIAN, EDUCATIONAL, AND CULTURAL EXCHANGE PROGRAMS
2023
$40K
FUNDING TO TRAIN COMMUNITY MEMBERS IN ORGANIC FARMING, IN PARTNERSHIP WITH A VIEW ORGANIZATION, IN WEST BENGAL, INDIA
2023
$36K
UNRESTRICTED GENERAL SUPPORT
2023
$35K
HUMANITARIAN AID & RELIEF
2023
$35K
Rotary Peace Program
2023
$33K
Polio Eradication $16,815, India Dialysis Center $10,500, India School Toilet Block $5,250
2023
$31K
Endowment Fund
2023
$30K
GENERAL SUPPORT, DISASTER RELIEF, POLIO PLUS
2023
$30K
PROMOTE LITERACY
2023
$30K
GENERAL SUPPORT
2023
$28K
MAUI DISASTER RELIEF DONATION
2023
$27K
CHARITABLE DONATION
2023
$26K
Operational Support
2023
$24K
CHARITABLE PROJECTS
2023
$23K
INTERNATIONAL PROGRA
2023
$22K
T: PHILANTHROPY, VOLUNTARISM
2023
$20K
Refurbish two elementary schools
2023
$20K
VILLAGES IN PARTNERSHIP - WELL SPONSORSHIP, POLIO ERADICATION, PAUL HARRIS FELLOWSHIP CONTRIBTUIONS
2023
$19K
COMMUNITY BENEFIT
2023
$18K
PAUL HARRIS FUND
2023
$18K
DONOR ADVISED FUND
2023
$17K
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
2023
$17K
ROTARY FOUNDATION PROJECTS
2023
$16K
TO SUPPORT THE MISSON OF THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.
2023
$16K
SERVICE PROJECTS
2023
$16K
PHILAN/VOL/GRANT
2023
$16K
TEPECOYO WATER PROJECT, MIGORI KENYA
2023
$15K
Grants given to Rotary International Foundation to assist with programs administered by the foundation.
2023
$15K
GENERAL PURPOSES
2023
$15K
GENERAL SUPPORT
2023
$15K
PROGRAM SUPPORT
2023
$15K
HEALTH EDUCATION POVERTY
2023
$14K
UNRESTRICTED GRANT TO SUPPORT ORGANIZATION'S EXEMPT PURPOSE
2023
$14K
Support for Rotary svc prog in US
2023
$14K
Mobile Emergency Clinic
2023
$13K
CONTRIBUTIONS TO THE PAUL HARRIS FOUNDATION/ERADICATE MALARIA
2023
$13K
PAUL HARRIS FELLOWSHIP CONTRIBUTIONS
2023
$13K
DONATION FOR VARIOUS PURPOSES
2023
$13K
GENERAL PURPOSE
2023
$12K
Cooperative Assistance
2023
$12K
General Nonprofit Support
2023
$12K
Cooperative Assistance
2023
$12K
Rotary Projects
2023

Funded by

$125.6M from 404 funders · 1,077 grants · 2017–2024

Gates Foundation

$70M · 1 grant · 2017

Fidelity Investments Charitable Gift Fund

$12.0M · 7 grants · 2018–2023

Rotary International

$10.4M · 6 grants · 2019–2023

Donor Advised Charitable Giving Inc

$5.8M · 8 grants · 2017–2023

Eleanor Crook Foundation

$2.5M · 5 grants · 2022–2024

Chuck And Dee Howey Family Foundation

$2.5M · 4 grants · 2020–2023

Vanguard Charitable Endowment Program

$1.6M · 4 grants · 2020–2023

American Online Giving Foundation Inc

$1.1M · 6 grants · 2019–2024

Details

EIN363245072
NTEE codeQ113
Subsection03
Ruling date1983-08
Formed1983
Employees285
Volunteers1134303
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL — Mission, Financials & Grants Received | Grantivo