Rotary Foundation Financial Information

2003 /2006


Category
2003/04
2004/05
2005/06
Cumulative
Contributions     $106.0 million     $117.90 million     $111.9 million     $1.792 billion
        Annual Programs Fund     $70.5 million     $84.7 million     $92.6 million     $1.285 billion
        Permanent Fund     $9.3 million     $9.9 million     $12.1 million     $127 million
        PolioPlus Fund     $26.2 million     $18.5 million     $5.6 million     $374 million
        Other         $6 million  
         
Contribution Categories (see definitions below) *        
        Major Donors     757     960     863     7,456
        Bequest Society Members     698     615     622      4,998
        Benefactors     3,758     3,728     3,242     71,318
        Paul Harris Fellows     48,219     53,645     51,305     1,011,551
         
Award Categories and Amounts (see definitions below)**        
        PolioPlus     $29 million     $33.1 million     $24.9 million     over $595 million
        3-H Grants     moratorium from 2001-04       11 new at $3.1 million     since 1978 287 projects in 75 countries for $74 million
        Matching Grants     1,946 new in 122 countries for         $16.2 million     2,272 new in 136 countries for         $25.8 million     2,016 new in 126 countries for         $33.1 million     since 1965 24,000 in 167 countries for         $257 million
        District Simplified Grants (started in  2003/04)
    383 in 44 countries for         $5.2 million     389 in 48 countries for         $6.1 million     396 in 49 countries for         $5.2 million     since 2003 1168 in 57 countries for         $16.5 million
        Individual Grants(started in         2003/04)     322 for $1.1 million     372 for 1.6 million     191 for $800 thousand  
        Rotary World Peace Scholars (started in 2002-03)     62 scholars from 26 countries at 7 centers for $3.9 million      64 scholars from 27 countries at 7 centers for $3.5 million     53 scholars from 25 countries at 6 centers for $2.9 million     since start 233 fellows from 60 countries for $14 million
        Ambassadorial Scholarships     827 scholarships from 61 countries studied in 60 countries for $16.5 million     737 scholarships from 70 countries studied in 62 countries for $15.6 million      731 scholarships from 59 countries studied in 60 countries for $14.8 million      since 1947 more than 47,000 scholars from 110 countries have received scholarships for $476 million
        Rotary Grants for University Teachers (started in 1985)      28 Univ. teachers from 6 countries taught in 22 countries for $366 K      29 Univ. teachers from 6 countries taught in 19 countries for $396 K     25 Univ. teachers from 6 countries taught
in 19 countries for $300 K 		    since 1985 431 University teachers have taught in a developing country for a cost of nearly $ 4 million 
        Group Study Exchange      426 teams for $2.9 million      404 teams for $3.4 million      543 teams for 3.9 million    since 1963 more than 57,000 individuals in almost 12,000 teams from 100 countries have participated for $492 million
  

* Definition of Contribution Categories:

Major Donors; Gift(s) of US $ 10,000 or more contributed by an individual or a couple.


Bequest Socitey; An individual or a couple who places the Permanent Fund in his, her, or their estate plan for US $ 10,000 or more and notifies the society.


Benefactor; Written notification that a donor has made a provision in his or her will or other estate plan naming the Foundation's Permanent Fund as a beneficiary; or anyone who makes an outright gift of US $ 1,000 or more to the Foundations Permanent Fund.


Paul Harris Fellow; Gifts of US $ 1,000 or more to the Annual Programs Fund or restricted funds from a donor or combination of donors. Can be multiple PH Fellows.

**Definition of Award Categories:

3-H Grants; These are large scale, two to four year projects, that enhance health, help alleviate hunger or improve human developmemt. The top amount is $300,000 and the sponsoring club(s) must provide 10% or more of the amount and the club(s) must have carried out a Matching Grant with a club in the host project country.

Matching Grants; Matching Grants provide matching funds, from the Foundation and the District, for international service projects of Rotary Clubs and districts. There must be a partnership with a Rotary Club in the project country. Grants are usually for $25,000 or less. Larger projects take longer to obtain approval.


District Simplified Grants;These grants support short-term service activities or humanitarian endeavors of districts in communities locally or internationally.


Individual Grants; These grants support travel of individual Rotarians, spouces of Rotarians, Rotaractors & qualified Foundatin alumni who are planning or implementing service projects. In Oct. 2005, the program was replaced by Volunteer Service Grants.


World Peace Fellowships;Each year up to 60 scholars are sponsored to study at one of the six Rotary Centers for a master's degree.


Ambassadorial Scholarships; The Foundation sponsors one of the largest international scholarship programs in the world. Scholars study in a country other than their own where they serve as unofficial ambassadors of good will.


Group Study Exchange (GSE); These annual awards are made to paired Rotary Districts to provide travel expenses for a team of non-Rotarians from a variety of professions, led by a Rotarian. Rotarian hosts organize a four to six week itinerary of vocational, educational and cultural points of interest.