2024-05-14T17:13:35-05:00 2023-06-30 261703467 SHANNON M MOXLEY CPA 12360 SW JAMES ST TIGARD OR 97223 990EZ 2022-07-01 931320719 ROTARY CLUB OF TIGARD FOUNDATION INC ROTA 5035905176 CO 12360 SW JAMES STREET TIGARD OR 97223 DAN MURPHY TREASURER 5037137130 2024-05-14 1 DAN MURPHY 999009999 0 SHANNON M MOXLEY P00315342 5035905176 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X N/A X X 181782 X 62893 6193 99641 96728 2913 13055 5750 7305 79304 56982 3725 60707 18597 345872 14805 379274 X 345872 379298 345872 379298 0 24 345872 379274 X TO PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL SENIORS, TO PROVIDE SUPPORT FOR THE LOCAL TIGARD COMMUNITY AND TO SUPPORT INTERNATIONAL PROJECTS SELECTED BY THE FOUNDATION MEMBERS SCHOLARSHIPS RANGING FROM $1,000 - $3000 FOR LOCAL HIGH SCHOOL SENIORS 21500 0 ANNUAL COMMUNITY PROJECTS (SUCH AS BACKPACKS & COATS FOR NEEDY CHILDREN, DICTIONARIES FOR 3RD GRADERS, RYLA SCHOLARSHIPS,EXCHANGE STUDENT ETC.) 24482 0 INTERNATIONAL SERVICE: NAGIGILI PROJECT ($4,000); HARAMBEE CENTER ($4,000) & SHELTER BOX ($3,000) 11000 X 0 0 ALISON STONE TREASURER 0.00 0 0 0 CLIFF ELLING DIRECTOR 0.00 0 0 0 DAN MURPHY PRESIDENT / CHAIRMAN 0.00 0 0 0 WHITNEY BAUTISTA DIRECTOR 0.00 0 0 0 JEFF ELLSWORTH DIRECTOR 0.00 0 0 0 MELODY STONE DIRECTOR 0.00 0 0 0 PAUL SPANGLER DIRECTOR 0.00 0 0 0 BOB DAVIDSON DIRECTOR 0.00 0 0 0 STACEY GHODDUSI DIRECTOR 0.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OR ALISON STONE STONE & ASSOC CPA 1 CENTERPPOINTE DR SUITE 130 LAKE OSWEGO OR 97035 5039063546 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 51647 48301 27853 50797 62893 241491 34141 24146 7702 2720 13055 81764 85788 72447 35555 53517 75948 323255 10000 10000 20000 24476 5772 30248 34476 15772 50248 273007 6214 5287 6493 5589 6193 29776 6214 5287 6493 5589 6193 29776 92002 77734 42048 59106 82141 353031 0.77330 0.72370 0.08430 0.07020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BROADWAY ROSE SHOW 13055 13055 5750 13055 13055 5750 5750 7305 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 45. DESCRIPTION: DIVIDENDS. AMOUNT: 4,846. DESCRIPTION: DIVIDENDS (LONG TERM DIV. DIST). AMOUNT: 1,302. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,193. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS FOR LOCAL HS SENIORS. GRANTEE NAME: SCHOLARSHIPS OF $1,000 - $3,000 EACH FOR TIGARD GRANTEE NAME: SCHOLARSHIPS OF $1,000 - $3,000 EACH FOR TIGARD. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 21,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: OPERATION WARM - WINTER COATS. GRANTEE NAME: LOCAL LOW INCOME CHILDREN. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,188. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HOLIDAY FOOD BASKETS. GRANTEE NAME: LOCAL LOW INCOME FAMILIES. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 4,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DICTIONARIES FOR THIRD GRADE. GRANTEE NAME: TIGARD 3RD GRADES STUDENTS. GRANTEE ADDRESS: 6960 SW SANDBURG TIGARD, OR 97223. AMOUNT GIVEN: 2,156. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: INTERNATIONAL PROJECT. GRANTEE NAME: GUATEMALA YOUTH SCHOLARSHIPS, EXCH STUDENT & GRANTEE NAME: GUATEMALA YOUTH SCHOLARSHIPS, EXCH STUDENT &. GRANTEE ADDRESS: 8048 CINDY LAND BETHESDA, MD 20817. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 14,414. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICES. GRANTEE NAME: ACHIEVEMNT BANQUET, BROADWAY ROSE, BACKPACKS, GRANTEE NAME: ACHIEVEMNT BANQUET, BROADWAY ROSE, BACKPACKS,. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,274. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PROGRAM SUPPORT / SPLIT BALLOON FESTIVAL REVENUE. GRANTEE NAME: JUST COMPASSION, PORTLAND ROTORACT & CVMA29-1. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,450. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 56,982. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES & MISC. EXPENSES. AMOUNT: 713. DESCRIPTION: TAX & LIC.. AMOUNT: 125. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 1,146. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 1,741. TOTAL TO FORM 990-EZ, LINE 16: 3,725. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNRECOGNIZED GAINS / LOSSES. AMOUNT: 14,805. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: PAYABLE TO RCT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 24. 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.