2025-04-12T14:42:22-05:00 2024-06-30 351178661 BLUE & CO LLC 720 EAST PETE ROSE WAY STE 100 CINCINNATI OH 45202 990 2023-07-01 310554072 ROTARY FOUNDATION OF CINCINNATI ROTA 5134211080 PO BOX 971 CINCINNATI OH 45201 SARA PATTISON SECRETARY & EXECUTIVE DIRECTOR 5134211080 2025-03-21 1 1 ANGELA N CRAWFORD CPA P00573197 5132414507 2025-03-21 2023 2025-03-06 01:10:19Z SARA PATTISON PO BOX 971 CINCINNATI OH 45201 2880178 0 X WWW.CINCINNATIROTARY.ORG X 1961 OH GRANTS AND ALLOCATIONS ARE MADE BY THE ROTARY FOUNDATION OF CINCINNATI TO ORGANIZATIONS IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSES. THIS INCLUDES THE PROMOTION, CARRYING OUT, OR AIDING OF RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES OR INSTITUTIONS, AND PARTICULARLY THE CARE, EDUCATION, HEALTH, AND TRAINING OF CRIPPLED CHILDREN OR OTHERWISE DISABLED CHILDREN AND, PURSUANT TO THESE PURPOSES, MAINTAINING AND OPERATING CAMP ALLYN FOR THE BENEFIT PRIMARILY OF CRIPPLED OR OTHERWISE DISABLED CHILDREN. 27 26 0 300 0 0 189801 198590 0 0 54993 568554 0 -2935 244794 764209 203060 323284 0 0 0 0 0 0 26984 180215 160026 383275 483310 -138481 280899 6962010 7486875 116263 120913 6845747 7365962 X TO PROVIDE THE LEADERSHIP, FUNDING, AND RESOURCES NECESSARY TO SUPPORT THE DIVERSE HUMANITARIAN EFFORTS OF THE ROTARY CLUB OF CINCINNATI. THE PRIMARY GOAL IS TO SUPPORT CHILDREN, PARTICULARLY THOSE WHOSE FUTURE DEVELOPMENT IS IMPAIRED BY PHYSICAL, CULTURAL, EMOTIONAL, FINANCIAL AND SOCIAL OBSTACLES. ALSO TO SUPPORT THE CIVIC AND HUMANITARIAN NEEDS OF LOCAL AND WORLD COMMUNITIES WHERE CLUB MEMBERS ARE ACTIVELY INVOLVED. 0 0 142937 142937 CAMP ALLYN - ORGANIZED FOR AND BENEFITTING HANDICAPPED CHILDREN. 248389 180347 TO PROVIDE FUNDING AND RESOURCES NECESSARY TO SUPPORT THE DIVERSE HUMANITARIAN EFFORTS OF THE ROTARY CLUB OF CINCINNATI. ITS PRIMARY GOAL IS TO SUPPORT CHILDREN, PARTICULARLY THOSE WHOSE FUTURE DEVELOPMENT IS IMPAIRED BY PHYSICAL, CULTURAL, EMOTIONAL, FINANCIAL AND SOCIAL OBSTACLES. 391326 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SARA PATTISON 5134211080 PO BOX 971 CINCINNATI OH 45201 SARA PATTISON SECRETARY & EXECUTIVE DIRECTOR 23.00 23.00 X X 0 88704 8870 JIM BROOKS PRESIDENT 3.00 3.00 X X 0 0 0 BRETT LEBHAR PRESIDENT-ELECT 3.00 3.00 X X 0 0 0 BILL HENRICH TREASURER 3.00 3.00 X X 0 0 0 DOUG BOLTON TRUSTEE 3.00 3.00 X 0 0 0 WES BOTTO TRUSTEE 3.00 3.00 X 0 0 0 MARY BRANDSTETTER TRUSTEE 3.00 3.00 X 0 0 0 KELLY COLLISON TRUSTEE 3.00 3.00 X 0 0 0 JIM EICHMAN TRUSTEE 3.00 3.00 X 0 0 0 ANGIE FERGUSON TRUSTEE 3.00 3.00 X 0 0 0 GREG HARTLEY TRUSTEE 3.00 3.00 X 0 0 0 ALI HUBBARD TRUSTEE 3.00 3.00 X 0 0 0 STEVE KING TRUSTEE 3.00 3.00 X 0 0 0 JANE MACEACHEN TRUSTEE 3.00 3.00 X 0 0 0 KELLY MAHAN TRUSTEE 3.00 6.00 X 0 0 0 CHUCK MARTZ TRUSTEE 3.00 3.00 X 0 0 0 ED MATHIS TRUSTEE 3.00 3.00 X 0 0 0 TANIA MOUSSA - THROUGH 1124 TRUSTEE 3.00 3.00 X 0 0 0 PAT NEAL-MILLER TRUSTEE 3.00 3.00 X 0 0 0 DON OLINGER TRUSTEE 3.00 3.00 X 0 0 0 TONI OTCHERE TRUSTEE 3.00 3.00 X 0 0 0 ERIC PETTWAY TRUSTEE 3.00 3.00 X 0 0 0 MOLLY REIDEL TRUSTEE 3.00 3.00 X 0 0 0 SAM SCHUTTE TRUSTEE 3.00 3.00 X 0 0 0 BILL STILLE TRUSTEE 3.00 3.00 X 0 0 0 JEFF WEYER TRUSTEE 3.00 3.00 X 0 0 0 OWEN WRASSMAN TRUSTEE 3.00 3.00 X 0 0 0 0 88704 8870 0 0 0 0 0 32260 166330 198590 230597 230597 2437919 2099962 337957 337957 337957 13072 32260 16007 -2935 -2935 764209 0 0 565619 323284 323284 129844 64922 38953 25969 23227 23227 1015 1015 1843 1843 977 977 3120 3120 483310 391326 65000 26984 61440 16359 1862485 467717 7716 12753 2328 828692 828692 828692 4201677 6159026 6962010 7486875 4354 1695 110000 110000 1909 9218 116263 120913 X 2846407 3079886 3999340 4286076 6845747 7365962 6962010 7486875 280899 239316 0 X X 0 1 X 1 0 X 261964 394566 314451 189801 198590 1359372 261964 394566 314451 189801 198590 1359372 304493 1054879 198753 165230 287660 186253 230597 1068493 2427865 0.43450 0.42890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 185116 19263 204379 165231 19885 185116 164131 1100 165231 136899 27232 164131 104261 32638 136899 0.00000 1.00000 0.00000 0 0 828692 828692 828692 DUE TO ROTARY CLUB OF CINCINNATI 9218 9218 X 1003525 239316 239316 764209 0 764209 483310 0 483310 0 483310 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE HELD IN PERPETUITY AND THE INCOME FROM THEM TO BE USED IN THE FURTHERANCE OF THE ORGANIZATION'S MISSION. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION QUALIFYING UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED AS OF JUNE 30, 2024 AND 2023 THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. PICKLEGRAS 45332 32260 13072 1000 1810 8425 943 3829 45332 32260 13072 1000 1810 8425 943 3829 16007 -2935 0 CAMP ALLYNSTEPPING STONE CENTER 1414 LAKE ALLYN RD BATAVIA OH 45103 310671799 501(C)(3) 142937 0 SUPPORT FOR ORGANIZATION CINCINNATI SLED HOCKEY 7588 TRAILWIND DR CINCINNATI OH 45242 853604639 501(C)(3) 6000 0 NOVICE SLED HOCKEY JAMBOREE CINCINNATI PARKS FOUNDATION 421 OAK ST CINCINNATI OH 45219 311429016 501(C)(3) 10000 0 CREATING ACCESSIBLE PROGRAMMING IN CINCINNATI PARKS WITH CCHMC'S BE WELL PROGRAM. PROVISIONS ENTERPRISES LLC PO BOX 11369 CINCINNATI OH 45247 311407432 53660 0 WAF 2024-25 GSP FUNDRAISER 3 1 PART I, LINE 2: THE ORGANIZATION SENDS A GRANT EVALUATION REPORT FORM TO ALL RECIPIENTS OF GRANTS FOR THE YEAR. GRANT RECIPIENTS MUST PROVIDE AN EVALUATION OF THE PROJECT FUNDED. INFORMATION PROVIDED INCLUDES NAME OF GRANT RECIPIENT, AMOUNT OF GRANT AND DATE OF AWARD, WHAT PURPOSE THE GRANT WAS USED, WHAT EXTENT THE OBJECTIVES OF THE ORIGINAL PROPOSAL HAVE BEEN REALIZED, WHAT THE MAJOR OUTCOMES, UNANTICIPATED BENEFITS, AND STATISTICS WERE, WHAT FACTORS CONTRIBUTED TO THE SUCCESS OR IMPEDED PROGRESS, WHAT WAYS THE GRANT HAS AFFECTED THE QUALITY OF LIFE IN THE COMMUNITY, HOW THE FUNDS WERE EXPENDED, IF THE PROJECT WILL HAVE CONTINUING OPERATING EXPENSES AND HOW THE ORGANIZATION WILL SUSTAIN IT, IF THE GRANT HELPED IN LEVERAGING FUNDS OR IN-KIND CONTRIBUTIONS FROM OTHER SOURCES, WHAT MANNER HAS THE ORGANIZATION SHARED THE EXPERIENCE AND PUBLICIZED THE GRANT, AND WHAT ASPECTS OF THE GRANT SOLICITATION EXPERIENCE WITH THE FOUNDATION WERE POSITIVE OR COULD BE IMPROVED. THESE EVALUATIONS MUST BE SUBMITTED WITHIN ONE YEAR OF THE RECEIPT OF THE GRANT. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FILING OF THE FORM 990, THE FINANCE COMMITTEE OF THE ORGANIZATION REVIEWS IT FOR COMPLETENESS AND ACCURACY AND APPROVES IT. SUBSEQUENTLY, THE BOARD OF TRUSTEES REVIEWS IT FOR COMPLETENESS AND ACCURACY AND APPROVES IT. THE BOARD OF TRUSTEES WILL THEN AUTHORIZE THE EXECUTIVE DIRECTOR TO SIGN THE FORM 990 AND SUBMIT IT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH TRUSTEE MUST COMPLETE AND SIGN A "POTENTIAL CONFLICT OF INTEREST STATEMENT" DISCLOSING ALL POTENTIAL CONFLICTS OF INTEREST AS IT RELATES TO THEIR PARTICIPATION ON THE BOARD. THESE REPORTS ARE REVIEWED BY THE FINANCE COMMITTEE, WHICH WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICTS FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS COMPENSATED BY THE ROTARY CLUB OF CINCINNATI. ANNUALLY, THE CLUB'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY. TRUSTEES OF THE ROTARY FOUNDATION OF CINCINNATI PROVIDE INPUT ON PERFORMANCE. COMPENSATION IS BASED ON PERFORMANCE, THE PRIOR YEAR'S SALARY AND KNOWLEDGE OF MARKET RATES OF COMPENSATION FOR COMPARABLE POSITIONS AND IS DOCUMENTED AS APPROVED IN THE MINUTES OF THE BOARD OF DIRECTORS OF THE ROTARY CLUB OF CINCINNATI. THE MOST RECENT REVIEW AND APPROVAL OCCURRED DURING THE 2016 FISCAL YEAR. 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. FORM 990, PART XII, LINE 2C: NO CHANGE IN RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ROTARY CLUB OF CINCINNATI 441 VINE STREET CINCINNATI OH 45202 310427183 TO ENCOURAGE AND FOSTER IDEALS OF SERVICE OF ITS MEMBERS FOR THE COMMUNITY OH 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 ROTARY CLUB OF CINCINNATI P 129844 COST