99.0 Return of Organization Exempt from Income Tax 9. FEB 1 14
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1/29/2008 01 34 PM O M B No 1 54 5-00 4 7 Form 99.0 Return of Organization Exempt From Income Tax Under section 501 ( c), 527 , or 4947(a)(1) of the Internal Revenue Code (except black lung coos benefit trust or private foundation) Department of the Treasury have to use a copy of this return to satisfy state reporting req Internal Revenue Service ► The organization may uirements. A For the 2006 calendar year . or tax year becinnina 1 Tuly , 2006, and ending 30 Tune , 20 07 D Employer identification number B Check if applicable Please C Name of organization use IR S q Address change label or Rotary Foundation of Rota ry International 36-3245072 print or Number and street (or P 0 box if mail is not delivered to street address) Room/suite E Telephone number q Name change q initial return ise 1560 Sherman Avenue 847-866-3000 Specific City or town, state or country, and ZIP + 4 q q Final return Instruc - y F Accounting method Cash ® Accrual tions Evanston, IL 60201-3698 q Other (specify) q Amended return ► H and I are not applicable to section 527 organizations q Application pending • Section 501 ( c)(3) organizations and 4947( a)(1) nonexempt charitable trusts must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? q Yes ® No H(b) If "Yes," enter number of affiliates . N/A G Website : or g H(c) Are all affiliates included? q Yes E] No J Organization type (check only one) IN- ® 501(c) ( 3 ) i (insert no) E] 4947(a)(1) or q 527 (If "No," attach a list See Instructions ) H(d) Is this a separate return filed by an K Check here No- q if the organization is not a 509(a)(3( supporting organization and its gross covered E] Yes ® No receipts are normally not more than $25,000 A return is not required, but if the organization chooses org anization by a g rou p ruling ? to file a return, be sure to file a complete return I Group Exemption Number A M Check 10- V(] if the organization is not required L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 ► 1,237,299,866 to attach Sch. B (Form 990, 990-EZ, or 990-PF). IZ. an Revenue , Expenses , and Changes in Net Assets or Fund Balances (See the instructions.) I Contributions, gifts, grants, and similar amounts received: a Contributions to donor advised funds . 1a 13,492,006 b Direct public support (not included on line 1a) lb 119449 586 c Indirect public support (not included on line 1a) . 1c 0 d Government contributions (grants) (not included on line 1a) 1d 0 e Total (add lines 1a through 1d) (cash $ 125,592,329 noncash $ 7,349,263 ) 1e 132,941,592 2 Program service revenue including government fees and contracts (from Part VII , line 93) 2 0 3 Membership dues and assessments . 3 0 4 Interest on savings and temporary cash investments . 4 12153 375 5 Dividends and interest from securities . _ _ . 5 20,037,225 6a Gross rents . 6a 0 b Less: rental expenses . 6b 0 c Net rental income or (loss). Subtract line 6b from line 6a . 6c 0 7 7 Other investment income (describe ► Losses related to split-interest a reements) (440,779) 8a Gross amount from sales of assets other (A) Securities (B) Other ,_•'^ than inventory Schedule 1 . 1 ,016 ,236,416 8a 56,367,432 b Less: cost or other basis and sales expenses 979,499,116 8b 55,308,898 $ t ' c Gain or (loss) (attach schedule) . 36,737 300 8c 1 ,058,5 4 t1 ' d Net gain or (loss). Combine line 8c, columns (A) and (B) . 8d 37,795,834 9 Special events and activities (attach schedule). If any amount is from gaming , check here 10i El a Gross revenue (not including $ 0 of ?;P contributions reported on line 1b) . 9a 0 b Less: direct expenses other than fundraising expenses 9b 0 :Yf c Net income or (loss) from special events. Subtract line 9b from line 9a . 9c 0 10a Gross sales of inventory, less returns and allowances 10a 0 b Less: cost of goods sold . 10b 0 ;^•='« c Gross profit or (loss) from sales of inventory (attach schedule). Subtract line 1 Ob from Ilne 10c 0 11 11 Other revenue (from Part VII, line 103) . p CE ^VED , 4, 605 0 12 Total revenue. Add lines le, 2, 3, 4, 5, 6c, 7, 8d, 9c, Oc, and `4 12 202,491 ,852 13 Program services (from line 44, column (B)) 13 118,206,258 J 14 Management and general (from line 44 , column (C)) . FEB 1 9 . 14 8,932,162 a 15 Fundraising (from line 44 , column (D)) . W 15 12,632,439 16 Payments to affiliates (attach schedule) . 16 0 N , -UT 05 n; 17 Total expenses. Add lines 16 and 44 , column (A) OGDE 17 139,770,859 -_: 18 Excess or (deficit) for the year. Subtract line 17 from line 12 18 62,720,993 Lly 19 Net assets or fund balances at beginning of year (from line 73, column (A)) . 19 637,422,438 20 Other changes in net assets or fund balances (attach explanation) Schedule 2. 20 37 823843 z 21 Net assets or fund balances at end of year. Combine lines 18, 19, and 20 21 737,967,274 (or Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2006) cSA ef STF TVJC1000 1 5'1 1/29/2008 01 34 PM Form 990 (2006) Page 2 Statement of All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3)' and (4) Functional Expenses organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others. (See the instructions,,) Do not include amounts reported on line (B) Program ( C) Management (A) Total (D) Fundraising 6b, 8b, 9b, 10b, or 16 of Part 1 services and general 22a Grants paid from donor advised funds (attach schedule) (cash $ 8,424,293 noncash $ 0 ) q 8,424,293 8,424,293 If this amount includes foreign grants , check here ► 22a 22b Other grants and allocations (attach schedule) (cash $ 91,795,482 noncash $ 0 ) q 22b 91 795482 795 482 If this amount includes foreign grants, check here ► 91 , , 23 Specific assistance to individuals (attach schedule) . 23 0 - 0 - 24 Benefits paid to or for members (attach i r - schedule) . 24 0 0 25a Compensation of current officers , directors, key employees , etc. listed in Part V- A (attach schedule) Schedule .3 _ . _ . 25a 457,592 0 457,592 0 b Compensation of former officers , directors, key employees , etc. listed in Part V- B (attach schedule) . 25b 0 0 0 0 c Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) (attach schedule) 25c 0 0 0 0 26 Salaries and wages of employees not included on lines 25a , b , and c . 26 7,359,138 3,716,048 1,341,206 2,301,884 27 Pension plan contributions not included on lines 25a, b, and c . 27 381,138 202,909 54,152 124 077 28 Employee benefits not included on lines 25a - 27 . 28 777,326 371,091 155,877 250,358 29 Payroll taxes . 29 611 ,375 329,474 82, 578 199,323 30 Professional fundraising fees . 30 0 0 0 0 31 Accounting fees . 31 124,728 14,335 110,393 0 32 Legal fees . 32 14,908 0 648 14,260 33 Supplies . 33 58,212 16,136 27,201 14,875 34 Telephone . 34 10,441 2,164 4,458 3,819 35 Postage and shipping . 35 929,310 223,545 114,070 591,695 36 Occupancy . 36 700,615 392,344 84,074 224,197 37 Equipment rental and maintenance . 37 13,420 346 12,944 130 38 Printing and publications . 38 1,131,740 418,793 338,485 374,462 39 Travel . 39 411,667 113,398 172,001 126,268 40 Conferences , conventions , and meetings . 40 2,504,017 740,904 1,361,032 402,081 41 Interest . 41 0 0 0 0 42 Depreciation, depletion , etc. (at cesc^ied"ule) 42 1, 283 0 1 , 283 0 43 Other expenses not covered above (itemize): a Schedule 5 43a 22,904, 516 11424 814 4,604,218 6, 875,484 b Recognition & Promotion 43b 1159 658 20,182 9,950 1 1129,526 c 43c 0 d 43d 0 e 43e 0 f 431 0 9 43g 0 44 Total functional expenses . Add lines 22a through 43g . (Organizations completing columns (B)-(D), carry these totals to lines 13-15) 44 139,770,859 118,206,258 8,932,162 12,632,439 q Joint Costs . Check ► if you are following SOP 98-2. q Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? ► Yes ® No If "Yes," enter (I) the aggregate amount of these joint costs $ N/ A ; (ii) the amount allocated to Program services $ N/A (iii) the amount allocated to Management and general $ N/A; and (iv) the amount allocated to Fundraising $ N/A Form 990 (2006) STF NJC1000 2 1/29/2008 01 34 PM Form 990 (2006) Page 3 Cfflft Statement of Program Service Accomplishments (See the instructions.) Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization.