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Upper Arlington Rotary Charitable Foundation

Tax-deductible

Columbus, OH501(c)(3)Community DevelopmentEIN 31-1289089

To encourage and foster the service ideal of service above self. The foundation supports the five avenues of service, club service, community service, international service, vocational service and new generations.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $17K a year · 11% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $21K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$119K
-11% vs prior year
Spent
$137K
To programs
97%
Net assets
$289K
By yearFY2020–FY2025
Revenue
$119K
FY2025▼ -11%
Revenue by fiscal year
FY2020$115K
FY2021$201K
FY2022$122K
FY2023$194K
FY2024$134K
FY2025$119K
Expenses
$137K
FY2025▼ -28%
Expenses by fiscal year
FY2020$180K
FY2021$164K
FY2022$139K
FY2023$175K
FY2024$190K
FY2025$137K
Net assets
$289K
FY2025▼ -3%
Net assets by fiscal year
FY2020$259K
FY2021$342K
FY2022$312K
FY2023$343K
FY2024$297K
FY2025$289K

From the FY2025 Form 990 (year ending June 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1990.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $134K Management & general 3% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Richard Simpson
President /S
$0Pt VII · Sec A
Andrew Livingston
V Pres / Tre
$0Pt VII · Sec A
Bill Cloyd
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Steve Rish
Trustee
$0Pt VII · Sec A
See Upper Arlington Rotary Charitable Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes volunteerism and community improvement through various service initiatives.

Provided by the organization

This section is blank until Upper Arlington Rotary Charitable Foundation claims this page.

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2 program services account for $134K of program spending, described in the organization's own filed words · FY2024.
01

The foundation provides funding to help other charitable organizations and community service groups support education and economic assistance in the local and greater columbus community.

$69Kprogram expense
02

The foundation provides funding to united states service organizations to promote education and provide ecomomic support to international communities

$65Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Columbus FoundationFY2024$15K
BNY Mellon Charitable Gift FundFY2024$5K
Total grants receivedfrom 2 funders$21K
Grants paid · 34 grants · $752K · 2019–2024
Natun GuatemalaCA · FY2024$65,000
Upper Arlington City School DistricFY2024$16,667
Bonzy Charities INCOH · FY2024$12,500
Upper Arlington Lutheran ChurchOH · FY2024$6,000
Santas Silent Helpers of Columbus INCOH · FY2024$6,000
Ronald McDonald House Charities of Central Ohio INCOH · FY2024$6,000
Natun GuatemalaCA · FY2023$74,350
Upper Arlington Community Foundation INCOH · FY2023$21,000
Upper Arlington City School DistricFY2023$16,667
Bonzy Charities INCOH · FY2023$12,500
The 2nd and 7 FoundationOH · FY2023$6,800
Santas Silent Helpers of Columbus INCOH · FY2023$6,000
Natun GuatemalaCA · FY2022$71,093
Upper Arlington City School DistricFY2022$16,667
Bonzy Charities INCOH · FY2022$10,405
Highland Youth Garden INCOH · FY2022$7,500
Buddy Up for Life INCOH · FY2022$6,185
First Responders BridgeOH · FY2022$6,000
See all 34 grants →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$119K
Ln 12
Gifts and grantsLn 1h$112K
Investment incomeLn 3$6K
Money outPt IX
$137K
Ln 25
Programscol B$134K
Managementcol C$4K
Owns and owesPt X
$289K
net assets · Ln 32
Cash and savingsLn 1–2$17K
Total assetsLn 16$289K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$112K
Investment incomeLn 3$6K
Total revenueLn 12$119K
Assets in detailPt X, end of year
CashLn 1$17K
Cash and savings togetherLn 1–2$17K
InvestmentsLn 11–13$209K
Total assetsLn 16$289K
LiabilitiesLn 26$0
Net assetsLn 32$289K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$9K$17K
InvestmentsLn 11–13$205K$209K
Total assetsLn 16$297K$289K
LiabilitiesLn 26$0$0
Net assetsLn 32$297K$289K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$134K$134K
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$2K$2K
Other expenses (24a–d)Ln 24$100$100
Total functional expensesLn 25$137K$134K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $119K$137K−$19K$289K 990 PDF
FY2024 $134K$190K−$56K$297K 990 PDF
FY2023 $194K$175K$19K$343K 990 PDF
FY2022 $122K$139K−$17K$312K 990 PDF
FY2021 $201K$164K$36K$342K 990 PDF
FY2020 $115K$180K−$65K$259K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $118,605 across 4 lines filed
VIII-1f All other contributions, gifts and grants$112,278
VIII-1h Total contributions, gifts and grants$112,278
VIII-3 Investment incomeRelated to mission $6,327$6,327
VIII-12 Total revenueRelated to mission $6,327$118,605
Part IX · Statement of functional expenses $137,444 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $133,892$133,892
IX-11c Accounting feesManagement $1,850$1,850
IX-11f Investment management feesManagement $1,602$1,602
IX-24 Other expenses (24a–d)Management $100$100
IX-25 Total functional expensesPrograms $133,892 · Management $3,552 · Fundraising $0$137,444
Part X · Balance sheet $288,941 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $9,059$16,825
X-3 Pledges and grants receivableStart of year $83,156$63,156
X-12 Other securitiesStart of year $205,077$208,960
X-16 Total assetsStart of year $297,292$288,941
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $193,036$172,857
X-28 Net assets with donor restrictionsStart of year $104,256$116,084
X-32 Total net assets or fund balancesStart of year $297,292$288,941
X-33 Total liabilities and net assetsStart of year $297,292$288,941
Part XI · Reconciliation of net assets $288,941 net assets at year end
XI-1 Total revenue$118,605
XI-2 Total expenses$137,444
XI-3 Revenue less expenses−$18,839
XI-4 Net assets at start of year$297,292
XI-5 Net unrealized gains (losses) on investments$10,488
XI-10 Net assets at end of year$288,941

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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