2024-05-01T16:46:20-05:00 2023-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-07-01 930757050 MADISON ROTARY FOUNDATION MADI 6082559164 2 S CARROLL STREET 255 MADISON WI 53703 PATRICIA JENKINS SECRETARY 6082559164 2024-04-29 1 PATRICIA JENKINS 999009999 0 YIGIT UCTUM CPA P01269549 6082744020 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VALERIE RENK 2 S CARROLL STREET 255 MADISON WI 53703 2349204 0 X ROTARYMADISON.ORG/PAGE/OUR-FOUNDATION X 1932 WI AWARD SCHOLARSHIPS TO STUDENTS AND GRANTS TO COMMUNITY CHARITABLE ORGANIZATIONS. 15 15 0 75 0 0 396009 541714 0 0 862111 530944 0 16427 1258120 1089085 693731 773412 0 0 0 0 0 0 0 117732 142478 811463 915890 446657 173195 14566656 16215394 1207017 1337437 13359639 14877957 AWARD SCHOLARSHIPS TO STUDENTS AND GRANTS TO COMMUNITY CHARITABLE ORGANIZATIONS. 0 0 330820 318062 0 COMMUNITY GRANTS PROGRAM - PROVIDES GRANTS TO ORGANIZATIONS SERVING INDIVIDUALS IN NEED. IN 2023, 40 ORGANIZATIONS RECEIVED GRANTS FROM THE MADISON ROTARY FOUNDATION, AND EACH ORGANIZATION IS SERVING A NUMBER OF INDIVIDUALS IN NEED IN THE COMMUNITY (FOR EACH ORGANIZATION THE NUMBER OF INDIVIDUALS SERVED VARIES FROM 10 TO OVER 1,000). 443919 426800 0 SCHOLARSHIP PROGRAM - PROVIDES FOUR-YEAR COLLEGE SCHOLARSHIP ASSISTANCE TO HIGH SCHOOL SENIORS IN NEED OF FINANCIAL RESOURCES TO ATTEND COLLEGE. STUDENTS IN THE PROGRAM MUST SUBMIT AN OFFICIAL TRANSCRIPT FROM THEIR COLLEGE IN ORDER TO CONTINUE RECEIVING THE FINANCIAL ASSISTANCE, AND 25 STUDENTS ARE NAMED EACH YEAR. 51196 28550 0 YOUTH AWARDS PROGRAM - PROVIDES ONE-TIME AWARD AMOUNTS TO LOCAL HIGH SCHOOL STUDENTS FOR ACHIEVEMENTS DURING THE CURRENT YEAR OR DURING THEIR HIGH SCHOOL YEARS. ALL OF THE FUNDS PROVIDED THROUGH THESE PROGRAMS PROVIDE 100% TO RECIPIENTS/ORGANIZATIONS. 48 STUDENTS RECEIVED AWARDS IN 2023. 825935 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PATRICIA JENKINS 6082559164 2 S CARROLL ST STE 255 MADISON WI 53703 X DOUG DITTMANN PRESIDENT 1.00 X X 0 0 0 VALERIE RENK VICE PRESIDENT 1.00 X X 0 0 0 BRIAN BASKEN TRUSTEE 1.00 X 0 0 0 MIKE GOTZLER TRUSTEE 1.00 X 0 0 0 ANDREA KAMINSKI TRUSTEE 1.00 X 0 0 0 JEFF TEWS TRUSTEE 1.00 X 0 0 0 SANDY MORALES TRUSTEE 1.00 X 0 0 0 JORGE HIDALGO TRUSTEE (THRU NOV) 1.00 X 0 0 0 JOE LOEHNIS TRUSTEE 1.00 X 0 0 0 OSCAR MIRELES TRUSTEE 1.00 X 0 0 0 DAWN CRIM TRUSTEE 1.00 X 0 0 0 ED FUTA TRUSTEE 1.00 X 0 0 0 TERESA HOLMES TRUSTEE 1.00 X 0 0 0 WILLIE LARKIN TRUSTEE 1.00 X 0 0 0 ANITA MAHAMED TRUSTEE 1.00 X 0 0 0 ALEX YSQUIERDO TRUSTEE (THRU NOV) 1.00 X 0 0 0 PATRICIA JENKINS SECRETARY 10.00 X 0 0 0 JOE MCNEIL TREASURER 1.00 X 0 0 0 DAVE DUCHOW ASSISTANT TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 541714 541714 296785 296785 1494278 1260119 234159 234159 234159 RESCINDED GRANTS AND SCHOLARSHIPS 900099 16427 16427 16427 1089085 0 0 547371 300233 300233 473179 473179 73440 29376 44064 22875 22875 16358 16358 9029 3702 5327 SYMPOSIUM 16743 16743 YOUTH EXCHANGE 1700 1700 2333 1002 1331 915890 825935 89955 0 161380 205839 13899434 15252398 505842 757157 14566656 16215394 1207017 1337437 1207017 1337437 X 2304879 2485402 11054760 12392555 13359639 14877957 14566656 16215394 173195 1345123 0 X 0 1 X 1 0 X 722406 282952 217078 396009 541714 2160159 722406 282952 217078 396009 541714 2160159 400757 1759402 303555 297985 219524 176033 296785 1293882 3454041 16427 0.50940 0.52020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12366547 382306 1582623 585090 14031 13732355 13954264 242678 -1391931 438464 12366547 11244362 80608 3092355 463061 13954264 11328442 127482 214300 425862 11244362 10750249 445048 616814 483669 11328442 0.09760 0.47430 0.42810 0 0 0 2417850 1345123 -16358 1328765 1089085 0 1089085 899532 0 899532 16358 16358 915890 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 25 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF GRANTS, SCHOLARSHIPS, YOUTH AWARDS, AND OTHER PURPOSES FOR THE BENEFIT OF MADISON AREA COMMUNITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -16,358. 1 FRIENDS OF BE AN ANGEL INC 11520 N PORT WASHINGTON RD 215 MEQUON WI 53092 882154500 501(C)(3) 9400 0 INTERNATIONAL PROJECTS GRANT WISCONSIN YOUTH COMPANY INC 733 STRUCK STREET 45620 MADISON WI 53744 237401836 501(C)(3) 7180 0 FOOD PANTRY ESSENTIAL HOUSEHOLD ITEMS FOR FAMILIES IN NEED DOMESTIC ABUSE INTERVENTION SERVICES 2102 FORDEM AVE MADISON WI 53704 391268238 501(C)(3) 6950 0 MEALS FOR SHELTER RESIDENTS CEOS OF TOMORROW 2702 INTERNATIONAL LN STE 112 MADISON WI 53704 300941154 501(C)(3) 5260 0 MENTORS TO TEEN MONEY MENTORING PROGRAM GOODMAN COMMUNITY CENTER 214 WAUBESA ST MADISON WI 53704 391919172 501(C)(3) 6900 0 9 WEEKS OF BOXES OF FOOD FOR WEEKENDS FOR CHILDREN IN NEED NEWBRIDGE MADISON INC 1625 NORTHPORT DRIVE SUITE 125 MADISON WI 53704 391211331 501(C)(3) 10270 0 RECRUIT AND TRAIN VOLUNTEERS TO ASSIST OLDER ADULTS YMCA MADISON 101 E MIFFLIN ST MADISON WI 53703 390806303 501(C)(3) 7320 0 EMERGENCY ASSISTANCE, TRANSPORTATION AND FOOD FOR WOMEN AND FAMILIES PORCHLIGHT 306 N BROOKS ST MADISON WI 53715 391579521 501(C)(3) 9270 0 EMERGENCY ASSISTANCE FOR RENT, UTILITIES, AND OTHER IMMEDIATE NEEDS TO PREVENT EVICTIONS THE ROAD HOME DANE COUNTY 900 W WINGRA DR MADISON WI 53715 311618925 501(C)(3) 9500 0 RENTAL AND TRANSPORTATION FOR FAMILIES CATHOLIC CHARITIES OF MADISON 702 S HIGH POINT RD SUITE 201 MADISON WI 53719 390807067 501(C)(3) 8360 0 MOVE-IN EXPENSES FOR HOMELESS FAMILIES & INDIVIDUALS BRIARPATCH YOUTH SERVICES INC 2720 RIMROCK RD MADISON WI 53713 391391737 501(C)(3) 8500 0 YOUTH RUNAWAY SHELTER, COUNSELING AND CASE MANAGEMENT VERA COURT NEIGHBORHOOD CENTER INC 614 VERA COURT MADISON WI 53704 391945609 501(C)(3) 5200 0 NUTRITIOUS FOOD FOR YOUTH AT BRIDGE LAKE POINT WAUNONA CENTER HARBOR HOUSE MOVIN' OUT INC 902 ROYSTER OAKS DRIVE STE 105 MADISON WI 537149101 272327663 501(C)(3) 7200 0 HOME REPAIR COSTS FOR PEOPLE WITH DISABILITIES SOCIETY OF ST VINCENT DE PAUL DIOCESAN COUNCIL OF MADISON INC 2033 FISH HATCHERY RD PO BOX 259686 MADISON WI 53725 851491020 501(C)(3) 9560 0 FOOD SUPPLIES FOR FOOD PANTRY RIVER FOOD PANTRY 2201 DARWIN RD MADISON WI 53704 204179749 501(C)(3) 7600 0 CULTURALLY INCLUSIVE AND DIETARY FOOD OPTIONS FOR FAMILIES IN NEED ACCESS COMMUNITY HEALTH CENTERS INC 2901 W BELTLINE HWY STE 120 MADISON WI 53713 391391134 501(C)(3) 8550 0 MEDICAL AND DENTAL EXPENSES FOR THE UNINSURED LUSSIER COMMUNITY EDUCATION CENTER INC 55 S GAMMON RD MADISON WI 53717 391938173 501(C)(3) 5400 0 BUILDING COSTS TO EXPAND FOOD PANTRY SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53711 391490691 501(C)(3) 5860 0 ONE MONTH OF FOOD EXPENSES FOR KIDS CAFE WAYFORWARD RESOURCES INC 3502 PARMENTER ST MIDDLETON WI 53562 391484945 501(C)(3) 7400 0 RENTAL AND UTILITY ASSISTANCE FOR FAMILIES AND INDIVIDUALS AT RISK OF EVICTION THE CENTER FOR BLACK EXCELLENCE AND CULTURE INC 755 W BADGER RD PO BOX 259042 MADISON WI 53713 853072819 501(C)(3) 6320 0 PROGRAM DEVELOPMENT FOR YOUTH MENTORING AND EDUCATION URBAN LEAGUE OF GREATER MADISON INC 2222 S PARK ST STE 200 MADISON WI 53713 391098146 501(C)(3) 7000 0 OPPORTUNITIES AND SKILLS DEVELOPMENT PROGRAMMING FRIENDS OF MADISON SCHOOL-COMMUNITY RECREATION 328 E LAKESIDE STREET MADISON WI 53715 392034615 501(C)(3) 64446 0 GOODMAN ROTARY 50+ FITNESS PROGRAM 22 0 EMS COMMUNITY GRANTS 4 3149 FOUR-YEAR COLLEGE SCHOLARSHIP ASSISTANCE 25 426800 KAY COMMUNITY GRANTS 3 3606 YOUTH AWARDS 48 28550 SWARSENSKY AWARD GRANTS 1 2500 BLAKE COMMUNITY GRANTS 8 8574 PART I, LINE 2: ORGANIZATIONS AND RECIPIENTS ARE REQUIRED TO SUBMIT DOCUMENTATION BEFORE FUNDS ARE PAID OUT FOR THE PURPOSE INTENDED FOR THE GRANT OR SCHOLARSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION RECEIVES ADMINISTRATIVE SUPPORT FROM THE ROTARY CLUB OF MADISON. FOR THESE SERVICES, THE MADISON ROTARY FOUNDATION AGREES TO ANNUALLY PAY 27% OF THE ADMINISTRATIVE EXPENSES BUDGETED FOR THE ROTARY CLUB OF MADISON. THESE SERVICES INCLUDE PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS AND SUPERVISING EXEMPT OPERATIONS. FORM 990, PART VI, SECTION A, LINE 7A TWO OF THE MOST RECENTLY RETIRED PAST PRESIDENTS OF THE ROTARY CLUB OF MADISON WHO ARE STILL MEMBERS OF THE CLUB, SHALL EACH HAVE A TWO YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ("TRUSTEES") OF THE MADISON ROTARY FOUNDATION ("FOUNDATION") IS CONSCIOUS OF POSSIBLE CONFLICTS OF INTEREST WHICH MAY ARISE AS THE RESULT OF TRUSTEES OR COMMITTEE MEMBERS SERVING ON COMMUNITY BOARDS AND/OR BEING INTIMATELY CONNECTED WITH APPLICANTS FOR GRANTS AND SCHOLARSHIPS. THE TRUSTEES ARE ALSO CONSCIOUS OF POSSIBLE CONFLICTS OF INTEREST WHICH MAY ARISE AS THE RESULT OF THE RELATIONSHIPS AND BUSINESS AFFILIATIONS OF TRUSTEES OR COMMITTEE MEMBERS. AT THE SAME TIME, THE TRUSTEES RECOGNIZE THAT IT IS INHERENT IN THE PROCESS OF THE ELECTION OF MEMBERS OF THE TRUSTEES TO SELECT PERSONS WHO ARE ACTIVE IN THE COMMUNITY. LIKEWISE, THE TRUSTEES DO NOT DESIRE TO DEPRIVE AGENCIES OR TO PENALIZE THOSE AGENCIES HAVING ACTIVE BOARDS OF THEIR OWN, SOME OF WHOSE MEMBERS MAY ALSO SERVE ON THE TRUSTEES OF THE FOUNDATION. ANY CONFLICT OF INTEREST ON THE PART OF ANY TRUSTEE OR COMMITTEE MEMBER SHOULD BE DISCLOSED AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST BECOMES A MATTER OF TRUSTEE OR COMMITTEE ACTION. ANY TRUSTEE OR COMMITTEE MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE ON THAT MATTER, BUT SHALL BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT DISCLOSURE WAS MADE AND THE ABSTENTION FROM VOTING. IT SHALL BE DEEMED THAT A TRUSTEE OR COMMITTEE MEMBER SHALL HAVE A CONFLICT OF INTEREST IF THE MEMBER'S SPOUSE AND/OR CHILDREN ARE DEEMED TO HAVE SUCH A CONFLICT OF INTEREST. TRUSTEES WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST IN ANY MATTER SHALL REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTION, UNLESS FOR SPECIAL REASONS THE TRUSTEES OR COMMITTEE REQUESTS INFORMATION OR INTERPRETATION FROM THE TRUSTEE(S) INVOLVED. THIS POLICY SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF TRUSTEES AND COMMITTEE MEMBERS. NEW TRUSTEES WILL BE ADVISED OF THE POLICY UPON ENTERING THE DUTIES OF BOARD OF TRUSTEES MEMBERSHIP. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.