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Nonprofit · EIN 36-3245072

THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

Tax-exempt · EVANSTON, IL 60201

Financials

$394.9M$363.1M2022$418.1M$361.1M2023$462.6M$392.9M2024
Revenue Expenses · by fiscal year end
Financials of THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$462,635,498$392,946,470$69,689,028$1,719,960,646$105,618,487$1,614,342,159
June 30, 2024990$418,096,647$361,086,677$57,009,970$1,546,452,066$102,467,470$1,443,984,596
June 30, 2023990 (amended)$394,945,345$363,098,485$31,846,860$1,450,379,624$116,846,169$1,333,533,455
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$406,509,149
of which government grants
$248,503
Program service revenue
$22
Investment income
$53,347,946
Net gain from sales of assets
$15,699,420
Other revenue
$2,778,381

Expenses

Grants and similar amounts paid
$310,692,990
Compensation of officers, directors and key employees
$2,148,887
Other salaries and wages
$30,183,823
Salaries, compensation and benefits (total)
$43,085,973
Professional fundraising fees
$693,396
Legal fees
$236,398
Accounting fees
$277,815
Occupancy
$2,910,887
Travel
$3,692,049
Program services (functional)
$336,961,151
Management and general (functional)
$23,861,220
Fundraising (functional)
$32,124,099

Balance sheet and other

Total assets, start of year
$1,546,452,066
Total assets, end of year
$1,719,960,646
Total liabilities, end of year
$105,618,487
Net assets, end of year
$1,614,342,159
Publicly traded securities
$587,907,195
Net assets without donor restrictions
$719,193,600
Net assets with donor restrictions
$895,148,559
Gross unrelated business income
$178,841
Gross receipts
$1,591,381,857
Employees
284
Volunteers
1,124,681
Year formed
1983
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN HEWKOCHIEF EXECUTIVE OFFICER
Officer
14.4$279,792$497,408$75,248
MICHELE BERGDEPUTY GENERAL SECRETARY
Key employee
14.4$168,220$299,059$84,784
JULIE BURKECHIEF FINANCIAL OFFICER
Officer
20$214,217$214,217$82,272
ERIC JONESCHIEF INVESTMENT OFFICER
Key employee
37.2$371,247$27,943$80,420
DAVID ALEXANDERCHIEF COMMUNICATIONS OFFICER
Key employee
5.6$48,661$298,918$80,870
PAUL HAISMANCHIEF INFORMATION OFFICER
Key employee
17.6$152,927$194,634$67,270
ERIC C SCHMELLINGCHIEF PHILANTHROPY OFFICER
Key employee
40$315,456$0$84,410
KRISTOPHER NEWBAUERCHIEF HUMAN RESOURCES OFFICER
Key employee
17.6$153,062$194,806$47,092
STEVEN ROUTBURGGENERAL COUNSEL
Key employee
7.6$58,516$249,461$77,254
SARAH CRAWFORDCHIEF PROGRAMS & ENGAGEMENT OFFICER
Key employee
10$74,168$222,505$67,824
NORA ZEICHIEF PARTICIPANT EXPERIENCE OFFICER
Key employee
11.2$85,571$220,039$40,001
CRIS DOWNEYDIRECTOR - TECHNOLOGY SERVICES
Highest-paid employee
17.6$95,813$121,944$67,128
ANDREW G MCDONALDDEPUTY GENERAL COUNSEL
Highest-paid employee
13.2$73,410$149,045$48,829
RICHARD PLOCINIKDIRECTOR OF ENTERPRISE PROJECTS
Highest-paid employee
15.2$81,075$132,280$54,610
MICHAEL PATOCKINVESTMENT OFFICER
Highest-paid employee
37.2$214,141$16,118$30,935
16 more people on this return
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CAROL A PANDAKDIRECTOR OF POLIOPLUS
Highest-paid employee
40$193,839$0$65,014
GORDON MCINALLY BEG 724TRUSTEE
Trustee or director
20$0$113,656$10,316
HOLGER KNAACKCHAIR-ELECT
Trustee or director, Officer
20$0$0$0
LARRY A LUNSFORDVICE-CHAIR
Trustee or director, Officer
20$0$0$0
MARK DANIEL MALONEYCHAIR
Trustee or director, Officer
40$0$0$0
AKIRA MIKITRUSTEE
Trustee or director
20$0$0$0
ANN-BRITT ASEBOL BEG 724TRUSTEE
Trustee or director
20$0$0$0
BHARAT S PANDYATRUSTEE
Trustee or director
20$0$0$0
CARLOS E SANDOVALTRUSTEE
Trustee or director
20$0$0$0
CHING-HUEI HORNG BEG 724TRUSTEE
Trustee or director
20$0$0$0
CHUN-WOOK HYUNTRUSTEE
Trustee or director
20$0$0$0
DENNIS J SHORETRUSTEE
Trustee or director
20$0$0$0
GREG PODDTRUSTEE
Trustee or director
20$0$0$0
IJEOMA OKORO BEG 724TRUSTEE
Trustee or director
20$0$0$0
JENNIFER JONESTRUSTEE
Trustee or director
20$0$0$0
MARTHA PEAK HELMANTRUSTEE
Trustee or director
20$0$0$0
990 for the year ended June 30, 2024: 31 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN HEWKOCHIEF EXECUTIVE OFFICER
Officer
14.4$234,567$417,008$71,324
MICHELE BERGDEPUTY GENERAL SECRETARY
Key employee
14.4$138,141$245,583$81,085
ERIC JONESCHIEF INVESTMENT OFFICER
Key employee
37.2$354,550$26,687$75,638
JULIE BURKECHIEF FINANCIAL OFFICER
Officer
20$173,984$173,984$78,130
DAVID ALEXANDERCHIEF COMMUNICATIONS OFFICER
Key employee
5.6$40,325$247,713$75,475
JAMES BARNES END 1023CHIEF PROGRAMS & MEMBER SERVICES OFFICER
Key employee
10$74,020$222,060$59,199
PAUL HAISMANCHIEF INFORMATION OFFICER
Key employee
17.6$128,589$163,659$62,208
ERIC C SCHMELLINGCHIEF PHILANTHROPY OFFICER
Key employee
40$260,737$0$79,514
KRISTOPHER NEWBAUERCHIEF HUMAN RESOURCES OFFICER
Key employee
17.6$129,219$164,461$45,318
STEVEN ROUTBURGGENERAL COUNSEL
Key employee
7.6$50,710$216,185$65,194
NORA ZEICHIEF PARTICIPANT EXPERIENCE OFFICER
Key employee
10.4$68,970$177,351$34,395
ANAND RAMAKRISHNAN END 1223DIR ENTERPRISE ARCHITECHTURE & DATA ENG
Highest-paid employee
18.4$103,410$121,395$54,241
CRIS DOWNEYDIRECTOR - TECHNOLOGY SERVICES
Highest-paid employee
17.6$89,711$114,177$61,888
ANDREW G MCDONALDDEPUTY GENERAL COUNSEL
Highest-paid employee
13.2$70,650$143,440$45,957
MICHAEL PATOCKINVESTMENT OFFICER
Highest-paid employee
37.2$208,650$15,705$30,051
JONATHAN SOUTHINVESTMENT OFFICER
Highest-paid employee
37.2$195,176$14,691$44,020
JENNIFER JONES BEG 723TRUSTEE
Trustee or director
20$0$153,147$8,650
BARRY RASSIN BEG 723CHAIR
Trustee or director, Officer
40$0$0$0
BHARAT S PANDYA BEG 723VICE-CHAIR
Trustee or director, Officer
20$0$0$0
MARK DANIEL MALONEY BEG 723CHAIR-ELECT
Trustee or director, Officer
20$0$0$0
AKIRA MIKITRUSTEE
Trustee or director
20$0$0$0
AZIZ MEMONTRUSTEE
Trustee or director
20$0$0$0
CARLOS E SANDOVAL BEG 723TRUSTEE
Trustee or director
20$0$0$0
CHUN-WOOK HYUN BEG 723TRUSTEE
Trustee or director
20$0$0$0
DENNIS J SHORE BEG 723TRUSTEE
Trustee or director
20$0$0$0
GEETA MANEKTRUSTEE
Trustee or director
20$0$0$0
GREG PODDTRUSTEE
Trustee or director
20$0$0$0
HOLGER KNAACKTRUSTEE
Trustee or director
20$0$0$0
HSIU-MING LINTRUSTEE
Trustee or director
20$0$0$0
LARRY A LUNSFORD BEG 723TRUSTEE
Trustee or director
20$0$0$0
MARTHA PEAK HELMANTRUSTEE
Trustee or director
20$0$0$0
990 for the year ended June 30, 2023: 32 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN HEWKOCHIEF EXECUTIVE OFFICER
Officer
14.8$222,814$379,387$64,557
MICHELE BERGDEPUTY GENERAL SECRETARY
Key employee
14.8$130,392$222,019$73,052
ERIC JONESCHIEF INVESTMENT OFFICER
Key employee
37.2$326,925$24,607$68,481
JULIE BURKECHIEF FINANCIAL OFFICER
Officer
20.4$157,975$151,780$71,132
JAMES BARNESCHIEF PROGRAMS & MEMBER SERVICES OFFICER
Key employee
9.2$66,470$222,530$61,991
DAVID ALEXANDERCHIEF COMMUNICATIONS OFFICER
Key employee
6$40,045$226,921$69,984
PAUL HAISMANCHIEF INFORMATION OFFICER
Key employee
18$122,951$150,273$57,132
ERIC C SCHMELLINGCHIEF PHILANTHROPY OFFICER
Key employee
40$254,485$0$60,020
STEVEN ROUTBURGGENERAL COUNSEL
Key employee
7.6$48,299$205,904$57,950
KRISTOPHER NEWBAUERCHIEF HUMAN RESOURCES OFFICER
Key employee
18$119,036$145,488$41,453
THOMAS THORFINNSONCHIEF STRATEGY OFFICER
Key employee
14.4$92,095$163,724$48,101
JONATHAN SOUTHINVESTMENT OFFICER
Highest-paid employee
37.2$179,965$13,546$57,372
ANAND RAMAKRISHNANDIRECTOR DATA ENGINEERING
Highest-paid employee
18$88,835$108,576$50,900
NORA ZEICHIEF PARTICIPANT EXPERIENCE OFFICER
Key employee
9.2$39,297$177,534$31,051
ANDREW G MCDONALDDEPUTY GENERAL COUNSEL
Highest-paid employee
13.2$66,516$135,048$44,091
MICHAEL PATOCKINVESTMENT OFFICER
Highest-paid employee
37.2$198,668$14,953$27,720
CAROL A PANDAKDIRECTOR OF POLIOPLUS
Highest-paid employee
40$179,445$0$55,577
BARRY RASSINCHAIR-ELECT
Trustee or director, Officer
20$0$0$0
IAN RISELEYCHAIR
Trustee or director, Officer
40$0$0$0
LARRY LUNSFORDVICE-CHAIR
Trustee or director, Officer
20$0$0$0
AKIRA MIKITRUSTEE
Trustee or director
20$0$0$0
AZIZ MEMONTRUSTEE
Trustee or director
20$0$0$0
BHARAT S PANDYA BEG 7122TRUSTEE
Trustee or director
20$0$0$0
GEETA MANEKTRUSTEE
Trustee or director
20$0$0$0
GREG PODD BEG 7122TRUSTEE
Trustee or director
20$0$0$0
HENDREEN DEAN ROHRSTRUSTEE
Trustee or director
20$0$0$0
HOLGER KNAACK BEG 7122TRUSTEE
Trustee or director
20$0$0$0
HSIU-MING LINTRUSTEE
Trustee or director
20$0$0$0
JORGE AUFRANCTRUSTEE
Trustee or director
20$0$0$0
MARCELO DEMETRIO HAICKTRUSTEE
Trustee or director
20$0$0$0
MARK DANIEL MALONEYTRUSTEE
Trustee or director
20$0$0$0
MARTHA PEAK HELMAN BEG 7122TRUSTEE
Trustee or director
20$0$0$0

Address and contacts

Address (IRS master file)
1560 SHERMAN AVE, EVANSTON, IL 60201-4818
In care of
% DORIS YUXUE XIE
Mailing address (990-N for 2024)
PO Box 282, Arcola IL 61910
Principal officer (990 for 2024)
JULIE BURKE, 1560 SHERMAN AVENUE, EVANSTON, IL 60201
Principal officer (990-N for 2024)
Mick Howrey, 15952 State Highway 130, Charleston IL 61920
Signed the 990
JULIE BURKE, CFO
Phone
(847) 866-3000
Return prepared by
DELOITTE TAX LLP

Mission

THE MISSION OF THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.

990 for the year ended June 30, 2025

Program accomplishments

  • POLIOPLUS - THE POLIOPLUS PROGRAM IS ROTARY'S EFFORT TO ERADICATE THE POLIOVIRUS WORLDWIDE. ROTARIANS HAVE PROVIDED FINANCIAL SUPPORT AND COUNTLESS VOLUNTEER HOURS TO ENSURE THAT CHILDREN ARE IMMUNIZED AGAINST THIS CRIPPLING DISEASE AND THAT SURVEILLANCE OF THE VIRUS IS STRONG, DESPITE THE POOR INFRASTRUCTURE, EXTREME POVERTY, AND CIVIL STRIFE OF MANY COUNTRIES. FUNDS SUPPORT NATIONAL IMMUNIZATION DAYS, POLIOVIRUS TRANSMISSION MONITORING, AND OTHER EFFORTS IN POLIO-ENDEMIC, RECENTLY ENDEMIC, AND HIGH RISK COUNTRIES. ROTARY IS A CORE PARTNER IN THE GLOBAL POLIO ERADICATION INITIATIVE, ALONG WITH THE WORLD HEALTH ORGANIZATION, UNICEF, THE CDC, AND THE GATES FOUNDATION.
    Expenses $152,997,438 · grants $151,040,416
  • ROTARY GRANTS - GLOBAL GRANTS SUPPORT HUMANITARIAN PROJECTS, SCHOLARSHIPS, AND VOCATIONAL TRAINING TEAMS IN ROTARY'S AREAS OF FOCUS.DISTRICT GRANTS SUPPORT SMALLER-SCALE PROJECTS RELATED TO THE FOUNDATION'S MISSION. PARTNERSHIP GRANTS ALSO SUPPORT THE AREAS OF FOCUS AND ARE CARRIED OUT WITH THE FOUNDATION'S STRATEGIC PARTNERS.
    Expenses $138,314,262 · grants $114,003,123
  • THE CORPORATE SOCIAL RESPONSIBILITY PROGRAM IS DESIGNED TO FUND PROJECTS ALIGNED WITH THE FOUNDATION'S MISSION WHILE HELPING FOR-PROFIT CORPORATIONS ACHIEVE THEIR SOCIAL RESPONSIBILITY GOALS.
    Expenses $14,324,597 · grants $14,324,597
  • DONOR ADVISED FUND - THE DONOR ADVISED FUND IS A CHARITABLE GIVING VEHICLE THAT OFFERS INDIVIDUALS AND ROTARY-AFFILIATED GROUPS THE ABILITY TO MAKE GRANT RECOMMENDATIONS TO SUPPORT EITHER THE ROTARY FOUNDATION PROGRAMS OR OTHER IRS-APPROVED CHARITIES. THE ROTARY FOUNDATION HAS ULTIMATE DISCRETION AND CONTROL OVER DISTRIBUTION OF THE FUNDS.
    Expenses $13,812,020 · grants $13,812,020
  • THE ROTARY HEALTHY COMMUNITIES CHALLENGE - THIS PROGRAM FUNDS LARGE-SCALE, HIGH-IMPACT PROGRAMMING, WORKING WITH LOCAL LEADERSHIP TO STRENGTHEN COMMUNITY HEALTH SYSTEMS AND INCREASE THE CAPACITY OF COMMUNITY HEALTH WORKERS.
    Expenses $7,845,566 · grants $7,845,566
  • ROTARY PEACE CENTERS - EACH YEAR, UP TO 100 FELLOWS ARE SPONSORED TO STUDY AT ONE OF THE ROTARY PEACE CENTERS FOR A MASTER'S-LEVEL DEGREE OR PROFESSIONAL DEVELOPMENT CERTIFICATE.
    Expenses $5,520,604 · grants $5,520,604
  • PROGRAMS OF SCALE - GRANTS THAT SUPPORT LONGER-TERM, HIGH-IMPACT PROGRAMS LED BY ROTARY MEMBERS.
    Expenses $2,053,323 · grants $2,053,323
  • DISASTER RESPONSE GRANTS - THE ROTARY FOUNDATION SUPPORTS DISASTER RELIEF AND RECOVERY EFFORTS THROUGH GRANTS FROM THE ROTARY DISASTER RESPONSE FUND.
    Expenses $1,920,136 · grants $1,920,136
  • SPECIAL INITIATIVE GRANTS - OTHER PROGRAM SERVICES THAT ARE IN PLACE TO COORDINATE AND DIRECT THE ACTIVITIES OF THE ROTARY FOUNDATION.
    Expenses $117,967 · grants $117,967
  • PROJECT ENHANCEMENT PROCESS - PROVIDES PROJECT PLANNING AND TECHNICAL SUPPORT TO CLUBS AND DISTRICTS FOR GLOBAL GRANTS.
    Expenses $55,238 · grants $55,238

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-N on file
2023June 30, 2024November 15, 2024990-N on file

IRS record

EIN
36-3245072
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1983
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$1,719,960,646
Income (IRS master file)
$1,591,381,857

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2024
Officer: Mick Howrey
June 30, 2025≤ $50,000 receipts––e-Postcard
990June 2025$462,635,498$392,946,470$1,719,960,646XML
990-TJune 2025–––IRS
990-N for 2023June 30, 2024≤ $50,000 receipts––e-Postcard
990June 2024$418,096,647$361,086,677$1,546,452,066XML
990-TJune 2024–––IRS
990-N for 2022
Officer: Julia A Mills
June 30, 2023≤ $50,000 receipts––e-Postcard
990June 2023$394,945,345$363,098,485$1,450,379,624XML
990-TJune 2023–––IRS
990June 2022–––IRS
990-TJune 2022–––IRS
990-N for 2020June 30, 2021≤ $50,000 receipts––e-Postcard
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS
990-N for 2014
Officer: Ron Sukenik
June 30, 2015≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3245072).

Questions about THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

What is the EIN of THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL?
The employer identification number (EIN) of THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL is 36-3245072.
Is THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL last file with the IRS?
The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
Who is the principal officer of THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL?
The 990 for the year ended June 30, 2025 names JULIE BURKE.
Who are the officers and directors of THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL?
The 990 for the year ended June 30, 2025 lists 31 people; 16 received compensation from the organization, the highest $279,792 (JOHN HEWKO, CHIEF EXECUTIVE OFFICER).
How much revenue does THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $462,635,498, expenses of $392,946,470 and total assets of $1,719,960,646 at year end.

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