2024-02-16T17:03:58-05:00 2023-06-30 850219147 PULAKOS CPAS PC 6753 ACADEMY RD NE ALBUQUERQUE NM 87109 990 2022-07-01 850371097 ALBUQUERQUE ROTARY CHARITABLE FOUNDATION INC ALBU 5052422651 PO BOX 3807 ALBUQUERQUE NM 87190 W KIRK MEYER PRESIDENT 0050524226 2024-02-09 true W KIRK MEYER 999009999 false COLLEEN A LINO CPA P02139286 5053381500 2024-02-09 2022 2023-04-26 12:10:37Z W KIRK MEYER PO BOX 3807 ALBUQUERQUE NM 87190 440782 false X N/A X 1988 NM TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, GRANTS, OR BEQUESTS OF PROPERTY TO MAINTAIN, USE, AND APPLY THE INCOME AND THE PRINCIPAL FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. 10 10 0 15 0 242872 143986 0 -155678 39613 -104172 0 -16978 183599 160880 117687 0 0 0 5500 9052 18778 169932 136465 -186910 47134 1994843 2093966 31143 0 1963700 2093966 TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, GRANTS, OR BEQUESTS OF PROPERTY TO MAINTAIN, USE, AND APPLY THE INCOME AND THE PRINCIPAL FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. false false 117687 117687 THE ORGANIZATION SOLICITS AND RECEIVES CONTRIBUTIONS, GIFTS, GRANTS, AND BEQUESTS OF PROPERTY TO PROVIDE NEEDED FUNDS TO CHARITABLE PROGRAMS SUPPORTING YOUTH AND EDUCATION ACTIVITIES. 117687 true true false false false false false false false true false false false false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 10 10 false false false false true true false true true false false true true true true false false false false false NM X ANN E SINGER 5052422651 3301 MENAUL BLVD NE 22 ALBUQUERQUE NM 87107 X TOM ANTRAM DIRECTOR 1.00 X 0 0 0 GINA GUEST DIRECTOR 1.00 X 0 0 0 BILL ELLIOTT DIRECTOR 1.00 X 0 0 0 BILL EBEL DIRECTOR 1.00 X 0 0 0 BILL DENNIS DIRECTOR 1.00 X 0 0 0 CATHERINE BUCK RCA TREASURE 1.00 1.00 X 0 0 0 PATTI HENNESSEY SEC/RCA PRES 1.00 X X 0 0 0 SUSAN KROGER TREASURER 1.00 X X 0 0 0 ROBERT MILNE VICE PRESIDE 1.00 X X 0 0 0 W KIRK MEYER PRESIDENT 1.00 X X 0 0 0 false false false 143986 143986 65298 65298 231498 257183 -25685 -25685 -25685 183599 39613 103087 103087 14600 14600 5428 5428 2678 2678 5172 5172 OTHER FUNDRAISING EXPENSE 5500 5500 136465 117687 13278 5500 67852 45514 42427 273925 144727 148793 5350 1734487 1625734 1994843 2093966 31143 31143 0 X 1498617 1619129 465083 474837 1963700 2093966 1994843 2093966 47134 83132 X true X false true false X 81006 95055 256758 242872 143986 819677 81006 95055 256758 242872 143986 819677 230944 588733 74608 59380 54079 91003 65298 344368 30757 30757 1194802 0.49270 0.54870 X PART II, LINE 10 OTHER INCOME 30,757 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 810665 5000 44123 859788 901396 5000 -95731 810665 772400 5000 123996 901396 730895 5000 36505 772400 699770 31125 730895 0.94580 0.05420 false false X SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATIONS INVESTMENT POLICY GOAL IS THAT INVESTMENT RETURNS PROVIDE ADEQUATE INCOME TO FUND THE FOUNDATIONS SPENDING POLICY WHILE PRESERVING CORPUS. THE SPENDING POLICY IS AS FOLLOWS: A) HONOR EXISTING ANNUAL FINANCIAL COMMITMENTS RELATED TO TEMPORARILY RESTRICTED NET ASSETS AND B) THE CURRENT PERCENTAGE TO BE SPENT EACH YEAR IS NOT TO EXCEED 5% OF THE GENERAL UNRESTRICTED FUND AS MEASURED ON DECEMBER 31ST OF THE PRECEDING CALENDAR YEAR. VOLATILITY AND RISK WILL BE MITIGATED BY MAINTAINING A DIVERSIFIED PORTFOLIO OF STOCKS, BONDS, GOVERNMENT SECURITIES, CASH, AND/OR ALTERNATIVE INVESTMENTS WITHIN DEFINED PARAMETERS. THE INVESTMENT COMMITTEE, SUBJECT TO THE OVERALL RESPONSIBILITY AND DIRECTION OF THE BOARD OF DIRECTORS, WILL SUPERVISE THE INVESTMENT OF THE VARIOUS FUNDS OF THE FOUNDATION AND REPORT TO THE BOARD OF DIRECTORS. THE INVESTMENT COMMITTEE WILL DEVELOP INVESTMENT OBJECTIVES AND COMMUNICATE SUCH INVESTMENT OBJECTIVES AND APPROPRIATE GUIDELINES TO THE INVESTMENT FINANCIAL ADVISORS AND MANAGER ENGAGED BY THE FOUNDATION. SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION HAS ADOPTED US GAAP AS THEY RELATE TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FOUNDATION ARE WITHIN THEIR TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT IN THE FOUNDATION'S FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECORDED AS OF JUNE 30, 2023 AND 2022, RESPECTIVELY. true EXPLORA SCIENCE CENTER & MUSEUM 1701 MOUNTAIN RD NW ALBUQUERQUE NM 87104 850442062 501C3 10000 MUSEUM UPKEEP THE ROTARY FOUNDATION 1560 SHERMAN AVE EVANSTON IL 602013698 363245072 501C3 15750 INT'L HUMANITARIAN SILVER HORIZONS 1913 EUBANK BLVD NE ALBUQUERQUE NM 87197 850279898 501(C3 45000 GENERAL SUPPORT R4 FOUNDATION 5804 EDWARDS RANCH ROAD FORT WORTH TX 76109 465434359 501C3 25000 GENERAL SUPPORT 7 STUDENT YOUTH EXCHG PRGM 1 2600 COLLEGE SCHOLARSHIPS 2 5000 RYLA CAMP SUPPORT 10 7000 SCHEDULE I, PAGE 1, PART I, LINE 2 A BOARD MEMBER OF THE FOUNDATION WILL MONITOR THE ORGANIZATION THAT RECEIVES A GRANT. THIS MEMBER WILL REPORT TO THE FOUNDATION ON THE PROGRESS OF THE PARTICULAR PROJECT THAT THE GRANT IS RELATED TO. ALSO, THE FOUNDATION REQUESTS A WRITTEN FOLLOW-UP FROM THE ORGANIZATION IN WHICH THEY DESCRIBE THE BENEFITS THE ORGANIZATION AND THE PUBLIC IT SERVES RECEIVED FROM THE GRANT. A BOARD MEMBER OF THE FOUNDATION WILL ALSO MONITOR INDIVIDUAL GRANTS. FORM 990, PAGE 6, PART VI, LINE 6 ALBUQUERQUE ROTARY CHARITABLE FOUNDATION, INC. HAS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP OF THE ALBUQUERQUE ROTARY CHARITABLE FOUNDATION, INC. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 TAX RETURN IS REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS. HE THEN PRESENTS THE 990 TO THE REST OF THE BOARD OF DIRECTORS FOR APPROVAL. UPON APPROVAL, IT IS SIGNED AND MAILED OR TRANSMITTED. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS REGULARLY EVALUATES ITS RELATIONSHIPS WITH VENDORS MAKING SURE THAT ANY COMPANY OR INDIVIDUAL RECEIVING FUNDS FOR PRODUCTS OR SERVICES HAS NO CONNECTION WITH A BOARD MEMBER. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE AT THE ALBUQUERQUE ROTARY CHARITABLE FOUNDATION OFFICE FOR INSPECTION UPON REQUEST. ROTARY CLUB OF ALBUQUERQUE PO BOX 3807 ALBUQUERQUE NM 87190 850065784 SERVICE NM 501C4 N/A false false false false false false false false false false false false false true true true false false false false