2024-05-13T10:35:01-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-07-01 411750809 ROTARY CLUB OF DULUTH FOUNDATION ROTA 2187220451 207 WEST SUPERIOR STREET 201 DULUTH MN 55802 JENNIFER SMITH TREASURER 2187220451 2024-04-15 1 JENNIFER SMITH 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-04-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEAN CASPERSON 207 WEST SUPERIOR STREET 201 DULUTH MN 55802 93016 0 X N/A X 1991 MN SUPPORT THE HUMANITARIAN, CHARITABLE AND EDUCATIONAL PURPOSES OF THE ROTARY CLUB OF DULUTH. 9 9 0 15 0 0 33452 40406 0 0 25130 11787 0 0 58582 52193 41200 9629 0 0 0 0 0 0 0 7466 8909 48666 18538 9916 33655 338035 383977 3000 6000 335035 377977 X 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. 0 0 5000 5000 0 $5,000 WAS GIVEN TO LUTHERAN SOCIAL SERVICES TO SUPPORT THE CONSTRUCTION OF A NEW YOUTH EMERGENCY CRISIS SHELTER. 2200 2200 0 $2,200 WAS GIVEN TO SUPPORT CAMP RYLA, THE ROTARY YOUTH LEADERSHIP AWARDS. 1250 1250 0 A $1,250 SCHOLARSHIP WAS AWARDED TO A STUDENT ATTENDING LAKE SUPERIOR COLLEGE. 1179 1179 0 $1,179 WAS SPENT TO SUPPORT YOUTH MENTAL HEALTH PROGRAMMING AT THE BOYS & GIRLS CLUB OF THE NORTHLAND. 1179 1179 0 9629 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 MN X JENNIFER SMITH 2187220451 207 WEST SUPERIOR STREET 201 DULUTH MN 55802 ELAINE HANSON DIRECTOR 1.00 5.00 X 0 9000 0 DEAN CASPERSON PRESIDENT 2.00 X X 0 0 0 JERRY OSTROSKI PRESIDENT (TERMED 08/2022) 2.00 X X 0 0 0 COREY COLLIER VICE PRESIDENT 2.00 X X 0 0 0 GERALD PELOFSKI SECRETARY 2.00 X X 0 0 0 JENNIFER SMITH TREASURER 2.00 X X 0 0 0 DARLENE ANDERSON DIRECTOR 1.00 X 0 0 0 ALLEN ANWAY DIRECTOR 1.00 X 0 0 0 BOB BENNETT DIRECTOR 1.00 X 0 0 0 JIM SCHWARTZ DIRECTOR (TERMED 08/2022) 1.00 X 0 0 0 GEIGER YOUNT DIRECTOR 1.00 X 0 0 0 0 9000 0 0 0 0 0 0 40406 40406 8821 8821 43789 40823 2966 2966 2966 52193 0 0 11787 8379 8379 1250 1250 5525 5525 3138 3138 246 246 18538 9629 8909 0 24634 50169 10881 10213 0 2470 302520 321125 338035 383977 3000 6000 3000 6000 X 36779 48944 298256 329033 335035 377977 338035 383977 33655 9287 0 X 1 X 0 0 0 X 33571 50475 34066 33452 40406 191970 33571 50475 34066 33452 40406 191970 645 191325 6668 6761 6457 9575 8821 38282 6 6 230258 0.83090 0.84200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 286594 7626 294220 278640 10544 2590 286594 260817 17823 278640 247057 13760 260817 229657 17400 247057 0.00000 1.00000 0.00000 0 0 0 X PART V, LINE 4: THE SPENDING POLICY STATES THAT 4% TO 6% IS PAID OUT EACH YEAR. IN ADDITION, SOME FUNDRAISING PROJECTS (FOOD SHELF) ARE RECEIVED AND PASSED THROUGH ON BEHALF OF THE RECIPIENT ORGANIZATION. PROJECTS FUNDED ARE PRIMARILY LOCAL (GREATER DULUTH AREA). PART X, LINE 2: THE FOUNDATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFITS OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. 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 THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C (1) THE CONFLICT OF INTEREST POLICY SHALL APPLY TO ALL OFFICERS, DIRECTORS, EMPLOYEES AND OR AGENTS OF THE FOUNDATION. (2) THE FOUNDATION BOARD OF DIRECTORS DETERMINE IF A CONFLICT OF INTEREST EXISTS. (3) THE FOUNDATION BOARD OF DIRECTORS WILL REVIEW. (4) RESTRICTION IS LIMITED TO DISCLOSURE PRIOR TO PARTICIPATION IN DECISION. FORM 990, PART VI, SECTION B, LINE 15 THERE ARE NO MANAGEMENT EMPLOYEES. ALL OFFICERS AND DIRECTORS ARE VOLUNTEERS WHO SERVE WITHOUT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 POSTED TO THE WEBSITE OF THE ROTARY CLUB OF DULUTH - AVAILABLE TO ALL MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION DOES NOT HAVE MEMBERS. HOWEVER, THE ROTARY CLUB OF DULUTH HAS THE POWER TO APPOINT 9 OF THE 11 BOARD OF DIRECTORS FROM THE ROTARY CLUB OF DULUTH MEMBERSHIP (OTHER THAN THOSE SERVING AS BOARD OF DIRECTORS OF THE ROTARY CLUB OF DULUTH). ROTARY CLUB OF DULUTH 207 WEST SUPERIOR STREET SUITE 201 DULUTH MN 55802 410511211 SERVICE ORGANIZATION MN 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0