Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2023 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2023 | 990-PF | $150,096 | $154,989 | $0 | $94,696 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 17% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Waukesha County Dept of Parks LanWaukesha, WI | Specific project at the Retzer Nature Center | $30,000 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| $53,141 |
| FY2022 | 990-PF | $158,460 | $166,119 | $56,183 | $89,036 | $58,034 |
| FY2021 | 990-PF | $37,305 | $46,167 | $34,910 | $100,242 | $65,693 |
| FY2020 | 990-PF | $184,631 | $184,135 | $43,245 | $87,960 | $74,555 |
| FY2019 | 990-PF | $186,345 | $170,142 | $34,918 | $108,249 | $74,059 |
| FY2018 | 990-PF | $196,804 | $196,180 | $51,942 | $103,159 | $57,056 |
| FY2017 | 990-PF | $190,467 | $189,243 | $47,522 | $94,813 | $56,932 |
| FY2016 | 990-PF | $206,273 | $201,936 | $50,342 | $99,707 | $55,708 |
| Specific project at the Retzer Nature Center |
| $15,000 |
| 2022 |
| The Rotary FoundationChicago, IL | EREY $8,237Polio Plus $2,055 | $10,292 | 2017 |
| THE ROTARY FOUNDATIONCHICAGO, IL | EREY $7,025POLIO PLUS $1,728 | $8,753 | 2019 |
| THE ROTARY FOUNDATIONCHICAGO, IL | EREY $3,960POLIO PLUS $1,942 | $5,902 | 2018 |
| THE ROTARY FOUNDATIONCHICAGO, IL | EREY $4,157POLIO PLUS $1,365 | $5,522 | 2016 |
| The Rotary FoundationChicago, IL | EREY 3163Polio Plus 2030 | $5,193 | 2022 |
| WAUKESHA COUNTY COMMUNITY DENTAL CLINICWAUKESHA, WI | OPERATING EXPENSES | $5,000 | 2018 |
| The Rotary FoundationChicago, IL | EREY 2863Polio Plus 2047 | $4,910 | 2021 |
| The Rotary FoundationChicago, IL | EREY 3850Polio Plus 905 | $4,755 | 2020 |
| World Affairs SeminarMilwaukee, WI | Youth ActivitiesTuition for 2 Student | $4,180 | 2023 |
| Rotary Club of MilwaukeeMilwaukee, WI | Guatemala Water Project | $4,000 | 2023 |
| ERAS SENIOR NETWORK INCWAUKESHA, WI | OPERATING EXPENSES | $4,000 | 2018 |
| INTERFAITH SENIOR PROGRAMS INCWAUKESHA, WI | OPERATING EXPENSES | $4,000 | 2016 |
| Vykinto Rotary Club - Ukraine | War Relief | $3,750 | 2022 |
| HOPE CENTER INCWAUKESHA, WI | OPERATING EXPENSES | $3,000 | 2016 |
| Habitat for HumanityWaukesha, WI | Operations | $3,000 | 2023 |
| Family ServiceWaukesha, WI | Operations | $3,000 | 2022 |
| PARENTS PLACE INCWAUKESHA, WI | OPERATING EXPENSES | $3,000 | 2018 |
| SALVATION ARMYWAUKESHA, WI | OPERATING EXPENSES | $3,000 | 2018 |
| World Affairs SeminarMilwaukee, WI | Youth ActivitiesTuition for 4 Student Attendees | $2,740 | 2022 |
| Blessings in a BackpackLouisville, KY | Operating Expenses | $2,500 | 2020 |
| BLESSINGS IN A BACKPACKLOUISVILLE, KY | OPERATING EXPENSES | $2,500 | 2016 |
| SALVATION ARMYWAUKESHA, WI | OPERATING EXPENSES | $2,500 | 2016 |
| ERAS Senior Network IncWaukesha, WI | Operating Expenses | $2,500 | 2020 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.