Upper Arlington Rotary Charitable Foundation
- Assets
- $311.5k
- Revenue
- $121.5k
- Investments
- $200.4k
- Employees
- 0
- Location
- Columbus, OH
- Founding
- 04/1990
- Data as of
- 06/2022
- EIN
- 31-1289089
Organization Overview
Upper Arlington Rotary Charitable Foundation is located in Columbus, OH. The organization was established in 1990. According to its NTEE Classification (S80) the organization is classified as: Community Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upper Arlington Rotary Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Upper Arlington Rotary Charitable Foundation generated $121.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.1%) each year. All expenses for the organization totaled $138.7k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Upper Arlington Rotary Charitable Foundation has awarded 42 individual grants totaling $1,147,271. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ENCOURAGE AND FOSTER THE SERVICE IDEAL OF SERVICE ABOVE SELF. THE FOUNDATION SUPPORTS THE FIVE AVENUES OF SERVICE, CLUB SERVICE, COMMUNITY SERVICE, INTERNATIONAL SERVICE, VOCATIONAL SERVICE AND NEW GENERATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION PROVIDES FUNDING TO HELP OTHER CHARITABLE ORGANIZATIONS AND COMMUNITY SERVICE GROUPS SUPPORT EDUCATION AND ECONOMIC ASSISTANCE IN THE LOCAL AND GREATER COLUMBUS COMMUNITY.
THE FOUNDATION PROVIDES FUNDING TO UNITED STATES SERVICE ORGANIZATIONS TO PROMOTE EDUCATION AND PROVIDE ECOMOMIC SUPPORT TO INTERNATIONAL COMMUNITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard Simpson President /s | OfficerTrustee | $0 | |
Andrew Livingston V Pres / Tre | OfficerTrustee | $0 | |
Bill Cloyd Trustee | Trustee | $0 | |
Steve Lichtblau Trustee | Trustee | $0 | |
Yvonne Perotti Trustee | Trustee | $0 | |
Steve Rish Trustee | Trustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $78,672 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $78,672 |
| Total Program Service Revenue | $0 |
| Investment income | $3,421 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $39,413 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $121,506 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $135,442 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,260 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,926 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $100 |
| Total functional expenses | $138,728 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,345 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $108,798 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $200,376 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $311,519 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $224,837 |
| Net assets with donor restrictions | $86,682 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $311,519 |
Grants Awarded
Over the last fiscal year, Upper Arlington Rotary Charitable Foundation has awarded $104,617 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
BONSFORGOOD CHARITIES INC | | | $7,375 |
HABITAT FOR HUMANITY-MIDOHIO | | | $6,000 |
HOMELESS FAMILIES FOUNDATION | | | $9,575 |
MAYAN FAMILIES FOUNDATION | | | $65,000 |
UPPER ARLINGTON CITY SCHOOL DISTRIC | | | $16,667 |