2024-05-14T13:39:08-05:00 2023-06-30 310829879 WILSON SHANNON & SNOW INC 10 WEST LOCUST STREET NEWARK OH 43055 990EZ 2022-07-01 311256961 NEWARK ROTARY CLUB FOUNDATION NEWA 7403986130 PO BOX 8705 NEWARK OH 430588705 JAMES FRANCIS TREASURER 7403986130 2024-05-14 1 JAMES FRANCIS 999009999 0 CRYSTAL J KENT CPA P00492294 7403456611 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X N/A X X 62046 X 35978 4966 2935 2429 506 6745 11422 9043 9124 50574 8000 2425 36910 47335 3239 251951 4206 259396 251951 259396 251951 259396 0 0 251951 259396 X TO SUPPORT EDUCATIONAL PROGRAMS SUCH AS CAMP ENTERPRISE ("FREE ENTERPISE ACADEMY"), SCHOLARSHIP PROGRAMS AND ALSO NATIONAL, INTERNATIONAL, AND LOCAL ROTARIAN PROJECTS. SUCH PROJECTS INCLUDE SUPPORTING VARIOUS ROTARIAN CAUSES AND COMMUNITY PROJECTS SUCH AS THE ROTARY PAVILLION AND THE ROTARY PLAYGROUND. THE PLAYGROUND IS USED BY ALL CHILDREN AND HAS BEEN DESIGNED TO ACCOMODATE CHILDREN THAT MAY HAVE SPECIAL NEEDS. THE FOUNDATION DIRECTS ITS EMPHASIS AND ITS GIVING TO THE FOLLOWING THREE AREAS: EDUCATION AT ALL LEVELS, CHILDREN WITH SPECIAL NEEDS AND THE ADVANCEMENT AND PERPETUATION OF THE AMERICAN FREE ENTERPRISE SYSTEM BY FUNDING SCHOLARSHIP PROGRAMS, ORIGINATING AND SUPPORTING COMMUNITY PROJECTS SUCH AS THE ROTARY PAVILLION PARK AND THE ROTARY PLAYGROUND . THE PLAYGROUND IS USED BY ALL CHILDREN AND HAS BEEN DESIGNED TO ACCOMMODATE CHILDREN THAT MAY HAVE SPECIAL NEEDS. SPONSORING CAMP ENTERPRISE N/K/A "FREE ENTERPRISE ACADEMY" WHICH IS A FREE 3 DAY INTENSIVE PROGRAM OFFERED TO 50 HIGH SCHOOL SENIORS THAT EXPOSES THE STUDENTS TO THE CONCEPTS OF A FREE ENTERPRISE ECONOMIC SYSTEM IN ORDER TO INCREASE THEIR UNDERSTANDING OF REAL LIFE BUSINESS OBJECTIVES. THESE PROGRAMS EXPERIENCED A TEMPORARY DECREASE IN PARTICIPATION DUE TO COVID RESTRICTIONS. GRANTS WERE PROVIDED IN THE CURRENT YEAR TO PROGRAMS FOR CHILDREN AND OTHER ROTARIAN CAUSES 8000 43558 43558 MOLLY INGOLD CHAIR 2.00 0 0 0 JAMES FRANCIS TREASURER 2.00 0 0 0 ERIECH HORVATH TRUSTEE 1.00 0 0 0 JAMES COOPER III TRUSTEE 1.00 0 0 0 JACK NEELY VICE CHAIR 2.00 0 0 0 KIMBERLY E MANNO 1222 - 623 SECRETARY 2.00 0 0 0 THOMAS MARCELAIN TRUSTEE 1.00 0 0 0 ANGIE RYAN TRUSTEE 1.00 0 0 0 MARCIA DOWNES 722 - 323 TRUSTEE 1.00 0 0 0 LAURA LEWIS 722 - 1222 SECRETARY 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OH JAMES FRANCIS 1615 STONEWALL DRIVE NEWARK OH 43055 7403986130 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 66869 33156 87383 82250 35978 305636 66869 33156 87383 82250 35978 305636 176480 129156 1874 2539 2049 2179 4966 13607 319243 18167 0.40460 0.54120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BOURBON & BLUES 30445 12278 18167 3629 2100 3314 30445 12278 18167 3629 2100 3314 9043 9124 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 1,775. DESCRIPTION: DIVIDENDS. AMOUNT: 3,191. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,966. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FREE ENTERPRISE SCHOLARSHIPS. GRANTEE NAME: VARIOUS INDIVIDUALS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/28/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DONATION - LITERACY PROJECT. GRANTEE NAME: ROTARY FOUNDATION INTERNATIONAL. GRANTEE RELATIONSHIP: AFFILIATED FOUNDATION. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/15/22. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DONATION - FOOD FOR KIDS PROGRAM. GRANTEE NAME: BUCKEYE VALLEY YMCA. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/16/22. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DONATION - RIVER CLEAN UP. GRANTEE NAME: LICKING COUNTY SOIL & WATER CONSERVATION DISTRICT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/24/23. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: PLAYGROUND EXPENSE. AMOUNT: 29,035. DESCRIPTION: BROKER ACCOUNT FEE. AMOUNT: 834. DESCRIPTION: ANNUAL FEE. AMOUNT: 100. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 418. DESCRIPTION: PROGRAM RELATED EVENTS. AMOUNT: 6,523. TOTAL TO FORM 990-EZ, LINE 16: 36,910. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: ADJUST MARKETABLE SECURITIES TO MARKET VALUE. AMOUNT: 4,206. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.