2025-03-03T11:31:41-06:00 2024-06-30 310796034 FLAGEL HUBER FLAGEL 9135 GOVERNORS WAY CINCINNATI OH 45249 990EZ 2024-01-01 311616108 MASON DEERFIELD ROTARY FOUNDATION MASO 5135433178 PO BOX 27 MASON OH 45040 DENNIS J RIEDMILLER TREASURER 5135433178 2025-02-26 1 1 KEVIN A BEHRLE P01299007 5137740300 2024 2025-03-06 01:10:19Z X N/A X X 29715 X 24734 4981 29715 5000 2526 2225 9751 19964 394820 24353 439137 394820 439137 394820 439137 0 0 394820 439137 X TO PROVIDE SERVICE AWARDS TO LOCAL STUDENTS AND ADDRESS MANY NEEDS IN OUR LOCAL COMMUNITY THROUGH GRANTS, HANDS-ON SERVICE OPPORTUNITIES AND OTHER AID AS WELL AS SUPPORT ROTARY INTERNATIONAL CAUSES INCLUDING FIGHTING DISEASE, PROMOTING PEACE, PROVIDING CLEAN WATER, SUPPORTING EDUCATION, SUPPORTING DISASTER RESPONSE, AMONG OTHER CAUSES. PROVIDE FINANCIAL AND VOLUNTEER SUPPORT TO LOCAL COMMUNITY ORGANIZATIONS AND OTHER NON-PROFITS THAT ALIGN WITH ROTARY VALUES AND MISSION. 5000 0 PROVIDE LOCAL HIGH SCHOOL STUDENTS WITH RECOGNITION OF THEIR COMMUNITY SERVICE AND OUTSTANDING ACADEMIC ACHIEVEMENTS. 0 241 PROVIDE HOLIDAY GIFTS TO LOCAL FAMILIES IN NEED. 0 801 1042 DENNIS RIEDMILLER PRESIDENT AND TREASURER 3.00 0 0 0 JOHN BRILL PAST PRESIDENT 3.00 0 0 0 JIM PLATT JR PAST TREASURER 3.00 0 0 0 KYLE POLAND ADVISOR 1.00 0 0 0 COREY BRADFORD TRUSTEE 1.00 0 0 0 STEVE CANTRELL TRUSTEE 1.00 0 0 0 ZACH HORN TRUSTEE 1.00 0 0 0 MIKE SIMPSON TRUSTEE 1.00 0 0 0 MIKE KELLY TRUSTEE 1.00 0 0 0 SAM LOBAR TRUSTEE 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DENNIS J RIEDMILLER 5087 LORD ALFRED COURT SHARONVILLE OH 45241 5135199016 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 14169 56904 26531 15409 24734 137747 14169 56904 26531 15409 24734 137747 137747 8580 7518 7571 9363 4981 38013 175760 0.78370 0.77380 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS TAX YEAR FROM A CALENDAR YEAR TO A FISCAL YEAR ENDING 6/30/2024 TO ALIGN THE TAX YEAR WITH THAT OF ITS AFFILIATED ORGANIZATION (ROTARY CLUB OF MASON DEERFIELD, EIN 34-1818658). AS SUCH, THE PERIOD 1-1-24 TO 6-30-24 IS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4,718. DESCRIPTION: INTEREST INCOME. AMOUNT: 263. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,981. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ATRIUM MEDICAL CENTER FOUNDATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/07/24. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: WARREN CO COMM SERV INC. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/09/24. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SLEEP IN HEAVENLY PEACE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/20/24. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: STUDENT AWARD PROGRAM EXPENSES. AMOUNT: 241. DESCRIPTION: SPEECH WINNERS PROGRAM EXPENSES. AMOUNT: 400. DESCRIPTION: HOLIDAY GIFT PROGRAM EXPENSES. AMOUNT: 804. DESCRIPTION: ROTARY DISTRICT 6670 DUES. AMOUNT: 780. TOTAL TO FORM 990-EZ, LINE 16: 2,225. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: CHANGE IN UNREALIZED GAIN ON INVESTMENTS CARRIED AT MARKET VALUE. AMOUNT: 24,353. 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.