2025-04-30T15:48:50-05:00 2024-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-07-01 586033165 ROTARY EDUCATIONAL FOUNDATION OF ATLANTA INC ROTA 4043764684 40 COURTLAND STREET ATLANTA GA 30303 GINA SIMPSON EXECUTIVE DIRECTOR 4043764684 2025-04-28 1 1 MELISSA SEWARD P02145103 7709558600 2025-04-14 2023 2025-03-06 01:10:19Z X GINA SIMPSON 40 COURTLAND STREET ATLANTA GA 30303 1585650 0 X N/A X 1923 GA PROVIDING GRANTS TO PROMOTE LITERACY PROGRAMS FOR ATLANTA AREA KINDERGARTEN TO 4TH GRADE PUPILS. X 15 15 1 15 0 0 0 0 0 0 19529 261303 0 0 19529 261303 480000 0 0 0 0 0 0 0 0 18844 15669 498844 15669 -479315 245634 3005348 0 320000 0 2685348 0 TO PROVIDE GRANTS TO PROMOTE LITERACY PROGRAMS FOR KINDERGARTEN THROUGH FOURTH GRADE STUDENTS IN THE ATLANTA AREA. 0 0 DUE TO THE COVID PANDEMIC, GRANTS TO PROMOTE LITERACY AND ADVANCE READING SKILLS OF ATLANTA-AREA CHILDREN WERE TEMPORARILY SUSPENDED WHILE OUR COUNTRY AND EDUCATIONAL SYSTEM WAS COPING WITH COVID RESTRICTIONS.THE ORGANIZATION MERGED WITH THE CHARITABLE FOUNDATION OF THE ROTARY CLUB OF ATLANTA INC. AS OF JUNE 30, 2024. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 X 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 GA X GINA SIMPSON 4043764684 40 COURTLAND STREET ATLANTA GA 30303 GINA SIMPSON EXECUTIVE DIRECTOR 5.00 55.00 X 0 182500 0 KATY BARKSDALE TRUSTEE 1.00 X 0 0 0 VERONICA BIGGINS TRUSTEE 1.00 X 0 0 0 BRIAN BLAKE TRUSTEE 1.00 X 0 0 0 RODNEY BULLARD TRUSTEE 1.00 X 0 0 0 RON CANAKARIS TRUSTEE 1.00 X 0 0 0 CHRIS CLEVELAND TRUSTEE 1.00 X 0 0 0 DAVID EIDSON TRUSTEE 1.00 X 0 0 0 KEITH EVANS TRUSTEE 1.00 X 0 0 0 ROBERT BOB FRANKLIN TRUSTEE 1.00 X 0 0 0 STUART GULLEY TRUSTEE 1.00 X 0 0 0 CRAIG JONES TRUSTEE 1.00 X 0 0 0 VALERIE MONTGOMERY RICE TRUSTEE 1.00 X 0 0 0 MARJY STAGMEIER TRUSTEE 1.00 X 0 0 0 BEVERLY TATUM TRUSTEE 1.00 X 0 0 0 BILL TODD TRUSTEE 1.00 X 0 0 0 0 182500 0 0 0 1 0 0 79195 79195 1506455 1324347 182108 182108 182108 261303 0 0 261303 15669 15669 15669 0 15669 0 0 131167 0 0 0 0 0 0 0 0 0 2874181 0 0 0 0 0 3005348 0 0 320000 0 320000 0 X 2685348 0 2685348 0 3005348 0 X 245634 136926 -3067908 X X 0 1 X 1 0 X X 1 ROTARY CLUB OF ATLANTA 580412250 10 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 0 PART IV SECTION A LINE 1 WHILE THE ORGANIZING DOCUMENTS OF THE ROTARY EDUCATIONAL FOUNDATION OF ATLANTA, DO NOT MENTION THE ROTARY CLUB OF ATLANTA BY NAME, AS A SUPPORTED ORGANIZATION, IT IS CLEAR THAT THE ROTARY CLUB COMPLETELY CONTROLS THE SELECTION OF BOARD MEMBERS AND PARTICIPATES IN DAILY OPERATIONS OF THE EDUCATION FOUNDATION. SECTION A PART IV LINE 3B TO ENSURE THAT ROTARY CLUB OF ATLANTA SATISFIES THE PUBLIC SUPPORT TEST UNDER 509(A)(2), THE EDUCATIONAL FOUNDATION OF ATLANTA, INC REVIEWS THE 501(C)(4)'S ANNUAL 990 AND EVALUATES SOURCES OF INCOME TO ENSURE THAT THE ORGANIZATION PASSES THE 509(A)(2) PUBLIC SUPPORT TEST. SECTION A PART IV LINE 3C BASED ON ANNUAL REVIEW OF ROTARY CLUB OF ATLANTA'S FORM 990, THE ORGANIZATION CONFIRMS THAT ALL SUPPORT IS EXCLUSIVELY USED FOR PERMITTED PURPOSES UNDER SECTION 170(C)(2)(B). PART I, LINE 12G, COLUMN IV: WHILE THE ORGANIZING DOCUMENTS OF THE ROTARY EDUCATIONAL FOUNDATION OF ATLANTA, DO NOT MENTION THE ROTARY CLUB OF ATLANTA BY NAME, AS A SUPPORTED ORGANIZATION, IT IS CLEAR THAT THE ROTARY CLUB COMPLETELY CONTROLS THE SELECTION OF BOARD MEMBERS AND PARTICIPATES IN DAILY OPERATIONS OF THE EDUCATION FOUNDATION. PART VI SECTION E LINE 2 THE ORGANIZATION'S SOLE ACTIVITY WAS GRANTING MONIES TO OTHER 501(C)(3) WHOSE MISSION CONTRIBUTES TO THE MISSION OF THE SUPPORTED AND SUPPORTING ORGANIZATIONS. PART IV SECTION D LINE 3 SUPPORTING ORGANIZATION, ROTARY CLUB OF ATLANTA HAS A SIGNIFICANT VOICE IN ALL OF THE OPERATIONS OF THE ROTARY EDUCATIONAL FOUNDATION OF ATLANTA. THE SUPPORTED ORGANIZATION HAS COMPLETE CONTROL OVER SELECTION OF BOARD MEMBERS. 0 0 0 0 0 0 0 0 0 GINA SIMPSON EXECUTIVE DIRECTOR 0 182500 0 0 0 0 0 0 0 0 0 182500 0 0 SCH J, PART II GINA SIMPSON, EXECUTIVE DIRECTOR, PERFORMS SERVICES FOR THE FILING ORGANIZATION, WHILE PAYROLL IS PROCESSED AND REPORTED BY ROTARY CLUB OF ATLANTA, EIN 58-0412250. CASH 2024-06-30 179772 FMV 202217504 CHARITABLE FOUNDATION OF THE ROTARY CLUB OF ATLANTA INC 40 COURTLAND STREET ATLANTA GA 30303 501(C)(3) INVESTMENTS 2024-06-30 3208136 FMV 202217504 CHARITABLE FOUNDATION OF THE ROTARY CLUB OF ATLANTA INC 40 COURTLAND STREET ATLANTA GA 30303 501(C)(3) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: GINA SIMPSON PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: GINA SIMPSON, CEO, WILL CONTINUE TO SERVE IN THE SAME OR SIMILAR ROLE WITH THE SURVIVING ENTITY FOLLOWING THE MERGER AND WILL CONTINUE TO BE PAID BY ROTARY CLUB OF ATLANTA, EIN 58-0412250, AN UNRELATED ORGANIZATION. PART V, LINE 2A & 2B THE EXECUTIVE DIRECTOR OF ROTARY CLUB OF ATLANTA PERFORMS SERVICES FOR THE FILING ORGANIZATION, WHILE PAYROLL IS PROCESSED AND REPORTED BY ROTARY CLUB OF ATLANTA, EIN 58-0412250. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR REVIEW BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COME FORWARD AND NOTIFY THE BOARD OF ANY POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES IT GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ASSET TRANSFER FOR MERGER WITH CHARITABLE FNDN OF ROTARY CLUB OF ATLANTA -3,067,908. FORM 990 PART XII THERE HAVE BEEN NO CHANGES TO THE AUDITOR SELECTION PROCESS NOR THE REVIEW OF AUDITED FINANCIAL STATEMENTS. CHARITABLE FOUNDATION OF THE ROTARY CLUB OF ATLANTA 40 COURTLAND STREET ATLANTA GA 30303 202217504 SUPPORT PROJECTS THAT POSITIVELY IMPACT ATLANTA'S YOUTH GA 501(C)(3) LINE 12C, III-FI ROTARY INTERNATIONAL CLUB OF ATLANTA INC 0 ROTARY CLUB OF ATLANTA 40 COURTLAND STREET ATLANTA GA 30303 580412250 PROMOTE THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE GA 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0