2025-02-12T12:50:12-05:00 2024-06-30 850219147 PULAKOS CPAS PC 6753 ACADEMY RD NE ALBUQUERQUE NM 87109 990 2023-07-01 850371097 ALBUQUERQUE ROTARY CHARITABLE FOUNDATION INC ALBU 5052422651 PO BOX 3807 ALBUQUERQUE NM 87190 ROBERT MILNE PRESIDENT 0050524226 2025-01-21 true false BILL ORTIZ CPA P01398060 5053381500 2025-01-21 2023 2025-03-06 01:10:19Z ROBERT MILNE 315937 false X N/A X 1988 NM TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, GRANTS, OR BEQUESTS OF PROPERTY TO MAINTAIN, USE, AND APPLY THE INCOME AND THE PRINCIPAL FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. 10 10 0 15 0 143986 165659 0 39613 130121 19082 183599 314862 117687 120556 0 0 0 15000 18778 27413 136465 147969 47134 166893 2093966 2325566 0 2093966 2325566 TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, GRANTS, OR BEQUESTS OF PROPERTY TO MAINTAIN, USE, AND APPLY THE INCOME AND THE PRINCIPAL FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. false false 120556 120556 THE ORGANIZATION SOLICITS AND RECEIVES CONTRIBUTIONS, GIFTS, GRANTS, AND BEQUESTS OF PROPERTY TO PROVIDE NEEDED FUNDS TO CHARITABLE PROGRAMS SUPPORTING YOUTH AND EDUCATION ACTIVITIES. 120556 true true false false false false false false false true false false false false false true false false false false false true false false true false false true true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 10 10 false false false false true true false true true false false true true true true false false false false false NM X ANN E SINGER 5052422651 3301 MENAUL BLVD NE 22 ALBUQUERQUE NM 87107 X TOM ANTRAM DIRECTOR 1.00 X 0 0 0 GINA GUEST DIRECTOR 1.00 X 0 0 0 BILL ELLIOTT DIRECTOR 1.00 X 0 0 0 BILL EBEL DIRECTOR 1.00 X 0 0 0 MARK GOODMAN DIRECTOR 1.00 X 0 0 0 BERT PARNALL DIRECTOR 1.00 X 0 0 0 BILL DENNIS TREASURER 1.00 X X 0 0 0 CATHERINE BUCK RCA TREASURE 1.00 X X 0 0 0 KRISTEN LEIGH RCA PRESIDEN 1.00 X X 0 0 0 ROBERT MILNE PRESIDENT 1.00 X X 0 0 0 false false false 165659 165659 80761 80761 50435 1075 49360 49360 49360 19082 19082 19082 314862 49360 99843 43606 43606 14600 14600 62350 62350 5327 5327 1917 1917 5169 5169 OTHER FUNDRAISING EXPENSE 15000 15000 147969 120556 12413 15000 45514 39373 273925 223490 148793 153706 1625734 1908997 2093966 2325566 0 0 X 1619129 1830504 474837 495062 2093966 2325566 2093966 2325566 166893 64707 X true X false true false X 95055 256758 242872 143986 165659 904330 95055 256758 242872 143986 165659 904330 302068 602262 59380 54079 91003 65298 80761 350521 19082 19082 1273933 0.47280 0.49270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 859788 5000 80761 945549 810665 5000 44123 859788 901396 5000 -95731 810665 772400 5000 123996 901396 730895 5000 36505 772400 0.95060 0.04940 false false X SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATIONS INVESTMENT POLICY GOAL IS THAT INVESTMENT RETURNS PROVIDE ADEQUATE INCOME TO FUND THE FOUNDATIONS SPENDING POLICY WHILE PRESERVING CORPUS. THE SPENDING POLICY IS AS FOLLOWS: A) HONOR EXISTING ANNUAL FINANCIAL COMMITMENTS RELATED TO TEMPORARILY RESTRICTED NET ASSETS AND B) THE CURRENT PERCENTAGE TO BE SPENT EACH YEAR IS NOT TO EXCEED 5% OF THE GENERAL UNRESTRICTED FUND AS MEASURED ON DECEMBER 31ST OF THE PRECEDING CALENDAR YEAR. VOLATILITY AND RISK WILL BE MITIGATED BY MAINTAINING A DIVERSIFIED PORTFOLIO OF STOCKS, BONDS, GOVERNMENT SECURITIES, CASH, AND/OR ALTERNATIVE INVESTMENTS WITHIN DEFINED PARAMETERS. THE INVESTMENT COMMITTEE, SUBJECT TO THE OVERALL RESPONSIBILITY AND DIRECTION OF THE BOARD OF DIRECTORS, WILL SUPERVISE THE INVESTMENT OF THE VARIOUS FUNDS OF THE FOUNDATION AND REPORT TO THE BOARD OF DIRECTORS. THE INVESTMENT COMMITTEE WILL DEVELOP INVESTMENT OBJECTIVES AND COMMUNICATE SUCH INVESTMENT OBJECTIVES AND APPROPRIATE GUIDELINES TO THE INVESTMENT FINANCIAL ADVISORS AND MANAGER ENGAGED BY THE FOUNDATION. SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION HAS ADOPTED US GAAP AS THEY RELATE TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FOUNDATION ARE WITHIN THEIR TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT IN THE FOUNDATION'S FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECORDED AS OF JUNE 30, 2024 AND 2023, RESPECTIVELY. GENERAL SUPPORT 62350 false false false false false false STEAM DINNER 19082 19082 19082 19082 19082 true NM DREAM CENTER 126 GENERAL CHENNAULT ST SE ALBUQUERQUE NM 87123 501C3 7500 GENERAL SUPPORT CAMP ENCHANTMENT 7120 WYOMING BLVD NE ALBUQUERQUE NM 87109 501C3 8000 GENERAL SUPPORT MAKE A WISH NM 7400 TIBURON ST NE SUITE A1 ALBUQUERQUE NM 87109 501C3 10883 GENERAL SUPPORT 3 1 STUDENT YOUTH EXCHG PRGM 1 2600 COLLEGE SCHOLARSHIPS 1 2500 RYLA CAMP SUPPORT 10 9500 SCHEDULE I, PAGE 1, PART I, LINE 2 A BOARD MEMBER OF THE FOUNDATION WILL MONITOR THE ORGANIZATION THAT RECEIVES A GRANT. THIS MEMBER WILL REPORT TO THE FOUNDATION ON THE PROGRESS OF THE PARTICULAR PROJECT THAT THE GRANT IS RELATED TO. ALSO, THE FOUNDATION REQUESTS A WRITTEN FOLLOW-UP FROM THE ORGANIZATION IN WHICH THEY DESCRIBE THE BENEFITS THE ORGANIZATION AND THE PUBLIC IT SERVES RECEIVED FROM THE GRANT. A BOARD MEMBER OF THE FOUNDATION WILL ALSO MONITOR INDIVIDUAL GRANTS. FORM 990, PAGE 6, PART VI, LINE 6 ALBUQUERQUE ROTARY CHARITABLE FOUNDATION, INC. HAS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP OF THE ALBUQUERQUE ROTARY CHARITABLE FOUNDATION, INC. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 TAX RETURN IS REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS. HE THEN PRESENTS THE 990 TO THE REST OF THE BOARD OF DIRECTORS FOR APPROVAL. UPON APPROVAL, IT IS SIGNED AND MAILED OR TRANSMITTED. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS REGULARLY EVALUATES ITS RELATIONSHIPS WITH VENDORS MAKING SURE THAT ANY COMPANY OR INDIVIDUAL RECEIVING FUNDS FOR PRODUCTS OR SERVICES HAS NO CONNECTION WITH A BOARD MEMBER. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE AT THE ALBUQUERQUE ROTARY CHARITABLE FOUNDATION OFFICE FOR INSPECTION UPON REQUEST. ROTARY CLUB OF ALBUQUERQUE PO BOX 3807 ALBUQUERQUE NM 87190 850065784 SERVICE NM 501C4 N/A false false false false false false false false false false false false false true true true false false false false