Rotary Foundation Overview

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When RI President Arch Klumph visited the Rotary Club of Marquette in the Fall of 1916 he noted that there was a need for an "endowment to do some good throughout the world." The following year RI formally established such a fund "...for the purpose of doing some good in the world through charitable, educational, and other avenues of community programs." Since then, The Rotary Foundation has become one of the largest, most active, and most recognized foundations in the promotion of world peace and understanding.

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The programs of the Foundation, none of which may be used for the direct or indirect benefit of Rotarians or members of their families, depend almost entirely on Rotarians for their financial support. Annual Fund (general, unrestricted) donations are used to fund most Foundation programs three years after those donations are made. This allows for the accrued interest to be used to for administrative expenses, advance planning, and additional program support (no donated dollars are ever used for administration). Restricted Fund donations may be given to specific programs, e.g., a specific Matching Grant, PolioPlus, 3-H, etc., and are restricted to that use. Only the unrestricted or general donations to the Annual Fund accrue as credits to the District in later determining SHARE allocations for Ambassadorial Scholarships, Matching Grants, or extra GSE Teams. The Permanent or Endowment Fund was established as a way to provide long-term stability to Foundation funding, only the interest that accrues to this fund may be used for Foundation programs, and donations to this Permanent Fund will not be used in determining later SHARE allocations. Through 1995-96: donations of $889.1 million had been made to The Rotary Foundation ($64.8 million in 1995-96); District 6220 had donated $1,260,541 ($60,913 in 1995-96), with $823,139 of that going to the Annual Fund. Over the same time period, District 6220 has been the benefactor of Foundation program expenditures (from the Annual Fund) totaling $957,926.

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As a way of saying "thank you" for donations of $1,000 or more, the RI Foundation recognizes the donor, or the person in whose name the donation is made, with a Paul Harris Fellowship. Through 1995-96: there have been 524,390 Paul Harris Fellows (32,212 in 1995-96); District 6220 had a total of 984 Fellows. Paul Harris Fellows receive a pin, medallion, and certificate and receive blue stones to surround their pin for additional $1,000 donations. The Foundation recognizes those who give $1,000 or more to the Endowment Fund, or who pledge that amount will be donated at their death, as Foundation Benefactors. Benefactors receive a certificate and a gold metallic ribbon emblem to wear with their Rotary or Fellow pin. Through 1995-96: there have been 28,826 Benefactors (7,899 in 1995-96); District 6220 has 23.

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The Ambassadorial Scholarship program has, from 1947 to 1996, awarded 28,215 scholarships ($298.6 million) to college students from 100 countries to be goodwill ambassadors while studying abroad (1,215 scholars, $20.6 million in 1995-96). Through 1995-96, District 6220 had a total of 53 Scholars ($584,237), with 1 in 1995-96 ($18,737).

From 1965 to 1996, the Group Study Exchange program has sent 5,988 teams of business and professional leaders from over 115 countries ($55.6 million) to spend 4-6 weeks visiting Rotary districts in other countries (488 teams, $5.6 million in 1995-96). District 6220 has exchanged GSE Teams with districts in India (3 times), Australia, Finland, The Philippines, Turkey, Japan, southern Africa, Brazil, Germany, Argentina and Japan (67 Team Leaders and Members from our District, $285,401 - through 1996 - in Foundation expenditures). Our GSE for 1997-98 will be with District 2300 of Norway.

The Matching Grants program provides matching funds for international service projects of Rotary clubs and districts. From 1965 to 1996, The Foundation has provided $45.4 million in matches for 5,229 projects in 159 countries (929 grants, $6.6 million in 1995-96). District 6220 and our clubs have sponsored 13 Matching Grants and recieved $67,427 in Foundation matches (1 grants, $15,000 in 1995-96), the largest of which have been for medical supply and equipment projects in southern Africa.

Grants for Rotary Volunteers is a program that allows Rotarians to receive some subsistance support while offering their services for a 1-2 month term in another country to improve its quality of life. From 1980 to 1996 there were about 1,700 Rotary Volunteers (199 in 1995-96, $625,000). District 6220 has had 6 Rotary Volunteers ($20,861).

Carl P. Miller Discovery Grants provide seed money to Rotary clubs and districts to help investigate potential international service projects. There were 18 such grants awarded in 1995-96 ($47,290). District 6220 clubs have had one ($1,800).

Health, Hunger and Humanity Grants (3-H) are for large scale, one to five year, projects that improve health, help alleviate hunger or enhance human development. Since 1978, 153 projects in 53 countries have been funded at a cost of $35 million (Ten projects, $2.3 million in 1995-96). PolioPlus was intially funded by a 3-H grant in The Philippines.

The goal of the PolioPlus program is to eradicate polio throughout the world by Rotary's centennial, 2005. The Foundation has raised $250 million in support of achieving this goal (plus $104 million interest) and has appropriated $246 million to purchase vaccine and technical support in 103 countries. In 1995-96, program grant expenditures were $13 million; and 150 countries reported zero cases of polio, up from 85 countries reporting zero cases in 1985. District 6220 raised $356,066 during the PolioPlus campaign.

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Each district's Annual, General giving donations are reallocated under the SHARE program with 40% going to general Foundation use (GSE, grants, etc.) and 60% going to the district for its allocation to Ambassadorial Scholarships, matching grants, and additional GSE teams three years hence. SHARE credits are never lost, but must either be used for the purpose and year designated by the district, or added into general credits for allocations to future years. District 6220 has a goal of allocating its SHARE credits to at least two Scholarships (at $23,000 apiece) and $5,000 in matching grants each year. At current costs, this requires an unrestricted or general donation to the Annual Fund of $85,000 ($76,650 for the scholarships, $8,350 for the grants). Beginning with the 1996-97 program year, when a Scholar's actual expenses are less than the scholarship allocation, that difference is returned to the district in SHARE credits for future use.

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