2026-02-20T16:57:45-06:00 2025-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-07-01 930757050 MADISON ROTARY FOUNDATION MADI 6082559164 2 S CARROLL STREET 255 MADISON WI 53703 PATRICIA JENKINS SECRETARY 6082559164 2026-02-20 1 1 JASON STEPHENS CPA P01263225 6082744020 2026-02-20 2024 2025-03-06 01:10:19Z SANDY MORALES 2 S CARROLL STREET 255 MADISON WI 53703 1616372 0 X ROTARYMADISON.ORG/PAGE/OUR-FOUNDATION X 1932 WI TO WORK WITH THE ROTARY CLUB OF MADISON TO SUPPORT ITS CHARITABLE ACTIVITIES, SERVE AS A RESPONSIBLE STEWARD OF ITS RESOURCES, AND ENSURE COMPLIANCE WITH ALL REGULATIONS. 16 16 0 75 0 0 212453 358118 0 0 441579 597166 18712 145100 672744 1100384 807575 833701 0 0 0 0 0 0 0 153338 188024 960913 1021725 -288169 78659 17619189 19386767 1282875 1329236 16336314 18057531 THE MISSION OF THE MADISON ROTARY FOUNDATION IS TO WORK WITH THE ROTARY CLUB OF MADISON TO SUPPORT ITS CHARITABLE ACTIVITIES, SERVE AS A RESPONSIBLE STEWARD OF ITS RESOURCES, AND ENSURE COMPLIANCE WITH ALL REGULATIONS. 0 0 484274 466800 0 SCHOLARSHIPS - THE FOUNDATION'S SCHOLARSHIPS PROGRAM PROVIDES FOUR-YEAR COLLEGE SCHOLARSHIP ASSISTANCE TO SELECTED STUDENTS. THE SCHOLARSHIP COMMITTEE ANNUALLY WORKS TO SELECT STUDENTS IN ACCORDANCE WITH THE WISHES OF THE DONORS. 349979 337351 0 GRANTS - COMMUNITY GRANTS INCLUDING EXCELLENCE IN EDUCATION, INNOVATION, AND THE GOODMAN GRANTS ARE AWARDED ANNUALLY TO OTHER MADISON COMMUNITY NON-PROFIT ORGANIZATIONS. THE COMMUNITY AND OTHER GRANTS ARE GENERALLY PAID OUT WITH THE AWARD. 83282 29550 0 YOUTH AWARDS AND PROGRAMS - THROUGH ITS YOUTH AWARDS, THE FOUNDATION RECOGNIZES DANE COUNTY HIGH SCHOOL STUDENTS IN MULTIPLE ACHIEVEMENT CATEGORIES. EACH STUDENT RECEIVES A CERTIFICATE AND A MONETARY AWARD FROM THE FOUNDATION. 917535 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 SANDY MORALES PRESIDENT 1.00 X X 0 0 0 PAUL HOFFMANN VICE PRESIDENT 1.00 X X 0 0 0 KIRSTEN HOUGHTON TRUSTEE 1.00 X 0 0 0 CHARLES MCLIMANS TRUSTEE 1.00 X 0 0 0 JEFF TEWS TRUSTEE 1.00 X 0 0 0 ERIC SCHWARTZ TRUSTEE 1.00 X 0 0 0 TAMMY THAYER TRUSTEE 1.00 X 0 0 0 JOE LOEHNIS TRUSTEE 1.00 X 0 0 0 ROB VAN DEN BERG TRUSTEE 1.00 X 0 0 0 ED FUTA TRUSTEE 1.00 X 0 0 0 STACY NEMETH 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 MARK WESTOVER TRUSTEE 1.00 X 0 0 0 ASHLEY QUINTO POWELL TRUSTEE 1.00 X 0 0 0 VALERIE RENK TRUSTEE 1.00 X 0 0 0 PATRICIA JENKINS SECRETARY 11.00 X 0 0 0 DAVE DUCHOW TREASURER 1.00 X 0 0 0 CHRIS RICH ASSISTANT TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 358118 358118 389158 389158 723996 515988 208008 208008 208008 RESCINDED GRANTS AND SCHOLARSHIPS 900099 145100 145100 145100 1100384 0 0 742266 285207 285207 509694 509694 38800 38800 78383 31353 47030 31780 31780 18122 18122 4835 83 4752 4177 1671 2506 SYMPOSIUM 34999 34999 YOUTH EXCHANGE 13328 13328 2400 2400 1021725 917535 104190 0 187945 214832 16728259 18356588 702985 815347 17619189 19386767 1282875 1329236 1282875 1329236 X 2722053 2979291 13614261 15078240 16336314 18057531 17619189 19386767 78659 1642558 0 X 0 1 X 1 0 X 217078 396009 541714 212543 358118 1725462 217078 396009 541714 212543 358118 1725462 193383 1532079 219524 176033 296785 326634 389158 1408134 3133596 180239 0.48890 0.49100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14982870 216930 2023663 733102 15573 16474788 13732355 75109 1814808 624641 14761 14982870 12366547 382306 1582623 585090 14031 13732355 13954264 242678 -1391931 438464 12366547 11244362 80608 3092355 463061 13954264 0.08477 0.40876 0.50648 0 0 0 2724820 1642558 -18122 1624436 1100384 0 1100384 1003603 0 1003603 18122 18122 1021725 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 -18,122. 0 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS 7500 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS 10000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS 18800 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS 2500 0 0 0 0 0 0 38800 0 38800 EAST ASIA AND THE PACIFIC SOLAR POWER FOR SCHOOL FOR GIRLS RECOVERING FROM TRAFFICKING IN NEPAL, ADD'L FUNDING FOR SOLAR PROJECT IN NEPAL 10000 WIRE 0 SOUTH ASIA WATER WELL IN QQUANG NGAL REGION IN VIETNAM, 2 ADD'L WATER WELLS IN QUANG NGAL REGION OF VIETNAM 7500 WIRE 0 SUB-SAHARAN AFRICA SOLAR-POWERED WATER SUPPLY IN RURAL COMMUNITIES - LIBERIA 18800 WIRE 0 3 0 0 0 0 0 0 0 1 SIMPSON STREET FREE PRESS INC 2411 W BROADWAY MADISON WI 53713 391882258 501(C)(3) 14110 0 STIPENDS TO STUDENTS, ADMIN & OPERATING COSTS WISCONSIN YOUTH SYMPHONY ORCHESTRAS (WYSO) 1118 EAST WASHINGTON AVENUE MADISON WI 53703 396101087 501(C)(3) 14110 0 GROWING AND ENRICHING ITS MUSIC MAKERS ENSEMBLE PROGRAMS ONE CITY SCHOOLS 1707 W BROADWAY MADISON WI 53713 471490574 501(C)(3) 25000 0 VOLUNTEER TUTORING PROGRAM BIG BROTHERS AND BIG SISTERS OF DANE COUNTY INC 2059 ATWOOD AVE 2 MADISON WI 53704 391077783 501(C)(3) 40000 0 EXPANDING, ENHANCING 2 SCHOOL BASED MENTORING PROGRAMS URBAN LEAGUE OF GREATER MADISON 2222 S PARK ST SUITE 200 MADISON WI 53713 391098146 501(C)(3) 50000 0 COMPREHENSIVE ARRAY OF YOUTH EMPOWERMENT PROGRAMMING MADISON METROPOLITAN SCHOOL DISTRICT 328 E LAKESIDE STREET MADISON WI 53715 396003202 WI 70887 0 GENERAL SUPPORT 6 0 EMS GRANTS 2 2000 FOUR-YEAR COLLEGE SCHOLARSHIP ASSISTANCE 19 466800 KAY FAMILY SCHOLARSHIP GRANTS 1 600 YOUTH AWARDS 51 29550 BLAKE COMMUNITY GRANTS 13 10744 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.