2025-09-29T10:50:03-04:00 2025-06-30 273408302 KOLQUIST SEITZ & GOLDMAN LLC 130 W SUPERIOR ST STE 926 DULUTH MN 558022056 990EZ 2024-07-01 411814414 DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION DULU 2187278030 130 W SUPERIOR ST SUITE 926 DULUTH MN 55802 GREG GOLDMAN TREASURER 2183361523 2025-09-25 true true GREG GOLDMAN P00143890 2187278030 2025-09-25 2024 2025-03-06 01:10:19Z X X N/A X X 136772 X 30200 11720 94852 37591 57261 99181 70000 70000 29181 306473 18583 354237 X 332062 364822 332062 364822 25589 10585 306473 354237 X THE CORPORATION IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, FOR SUCH PURPOSES: 1 - ESTABLISHING A SCHOLARSHIP FUND TO PROVIDE SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE TO STUDENTS FROM HIGH SCHOOLS WITHIN THE CITIES OF DULUTH AND SILVER BAY, MINNESOTA, FOR PURPOSES OF POST-SECONDARY EDUCATION AND TECHNICAL TRAINING AT ACCREDITED INSTITUTIONS OF HIGHER LEARNING. 2 - PROVIDING FOR BASIC HUMAN NEEDS AND ASSISTING INDIVIDUALS AND COMMUNITIES IN NEED THROUGH VARIOUS FUNDING, VOLUNTEERING, AND SERVICE PROJECTS. DURING THE YEAR THE ORGANIZATION PROVIDED 12,000 IN SCHOLARSHIPS TO COMMUNITY MINDED DESERVING INDIVIDUALS. 12000 THE ORGANIZATION PROVIDED 4500 FOR INTERNATIONAL SERVICE PROJECTS. 4500 THE ORGANIZATION PROVIDED 53,500 FROM NET PROCEEDS FROM ITS ANNUAL BIKE DULUTH FESITVAL TO VARIOUS CHARITIES. 53500 70000 SCOTT FISHER PRESIDENT 000.00 0 JUHL HALVORSON SECRETARY 000.00 0 GREG GOLDMAN TREASURER 000.00 0 JINELL ABERNATHY DIRECTOR 000.00 0 JEREMY JEANNETTE DIRECTOR 000.00 0 JAMES WHEELER DIRECTOR 000.00 0 CRAIG CARLSON DIRECTOR 000.00 0 DANIEL HOLM DIRECTOR 000.00 0 MARK FREDRICKSON DIRECTOR 000.00 0 false false false false false false false false false KOLQUIST SEITZ & GOLDMAN LLC 130 W SUPERIOR ST SUITE 926 DULUTH MN 55802 2187278030 false false false false false false false false false false false NONE NONE true X 16670 8450 3616 27567 30200 86503 16670 8450 3616 27567 30200 86503 86503 4482 8972 4436 7596 11720 37206 8476 8382 8761 63918 57262 146799 270508 0.31980 0.34580 X X ALL NET INCCOME FROM FUNDRAISING ACTIVITIES IS PROVIDED FOR CURRENT YEAR AND FUTURE CHARITABLE PURPOSES. THE FOUNDATION ACTIVELY SOLICITS FUNDS FROM THE GENERAL PUBLIC. SHOWS CONSISTENT EFFORTS TO ATTRACT SMALL DONATIONS AND GRANTS. THE GOVERNING BODY REPRESENTS THE PUBLIC INTEREST-NOT DOMINATED BY MAJOR DONORS OR INSIDERS. BOARD MEMBERS ARE INDEPENDENT AND DIVERSE IN BACKGROUND. THE FOUNDATION CONSIDERS ITS: - DIVERSITY OF FUNDING SOURCES - OUTREACH AND VISIBILITY - COMMUNITY ENGAGEMENT - TRANSPARENCY AND ACCOUNTABILITY PART II, LINE 10 ANNUAL GOLF OUTING 43,590 BIKE DULUTH FESTIVAL 103,209 PART II, LINE 17A ALL NET INCCOME FROM FUNDRAISING ACTIVITIES IS PROVIDED FOR CURRENT YEAR AND FUTURE CHARITABLE PURPOSES. THE FOUNDATION ACTIVELY SOLICITS FUNDS FROM THE GENERAL PUBLIC. SHOWS CONSISTENT EFFORTS TO ATTRACT SMALL DONATIONS AND GRANTS. THE GOVERNING BODY REPRESENTS THE PUBLIC INTEREST-NOT DOMINATED BY MAJOR DONORS OR INSIDERS. BOARD MEMBERS ARE INDEPENDENT AND DIVERSE IN BACKGROUND. THE FOUNDATION CONSIDERS ITS: - DIVERSITY OF FUNDING SOURCES - OUTREACH AND VISIBILITY - COMMUNITY ENGAGEMENT - TRANSPARENCY AND ACCOUNTABILITY BIKE DULUTH FES 82961 82961 31462 ANNUAL GOLF OUT 11891 11891 6129 94852 94852 37591 37591 57261 FORM 990-EZ, PART I, LINE 16 EXPENSES SCHOLARSHIPS FOR COLLEGE 12,000 INTERNATIONAL PROJECTS 4,500 BIKE FEST CHARITIES 53,500 TOTAL 70,000 FORM 990-EZ, PART I, LINE 20 INVESTMENT MARKET VALUE CHANGES 18,583 FORM 990-EZ, PART II, LINE 26 DEFERRED REVENUE 25,589 10,585 FORM 990-EZ, PART III THE CORPORATION IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, FOR SUCH PURPOSES: 1 - ESTABLISHING A SCHOLARSHIP FUND TO PROVIDE SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE TO STUDENTS FROM HIGH SCHOOLS WITHIN THE CITIES OF DULUTH AND SILVER BAY, MINNESOTA, FOR PURPOSES OF POST-SECONDARY EDUCATION AND TECHNICAL TRAINING AT ACCREDITED INSTITUTIONS OF HIGHER LEARNING. 2 - PROVIDING FOR BASIC HUMAN NEEDS AND ASSISTING INDIVIDUALS AND COMMUNITIES IN NEED THROUGH VARIOUS FUNDING, VOLUNTEERING, AND SERVICE PROJECTS.