WHILE WE WERE OUT ... for a year or so .... 

WHO MAKES ALL OF US LOOK EVER-SO-GOOD
BY WORKING HARD AT GIVING MONEY AWAY
WHILE WE SNOOZED THROUGH A PANDEMIC?
 
Look at the impressive work accomplished by the OP Rotary Foundation during the July '20 - June '21 year.
We are grateful. So grateful. 

Annual Rotary Foundation Meeting 6-28-2021
Treasurer’s Report

  • Financial Position & Return as of 6-22-2021 o $576,485.61 in TotalAssets

     $5,622.22 in Checking
     $570.863.39 in Schwab Brokerage Account

    • $353,133.57 in Equity Holdings

    • $175,011.49 in Bond Holdings

    • $42,718.33 in Money Market Holdings

      o TargetAllocation:40/60 debt-to-equity, sitting at 44/56.

      o Portfolio Returned 20.07% in the trailing 12 months.

  • Income – $12,768

    o District Grant  $2100

    o Member Pledges–$7668
     $5368 – To General Fund

     $2300 – To Sen. Dick Bond Memorial by Anonymous Benefactor

     $3000 – To Dick Bond Memorial

  • Distributions, net of Expenses – $59,460

    o Grants–$40,519
     $8000 – Johnson County Christmas Bureau
     $5019 – Advent Health’s Shoes for Refugee Children
     $5000 – *Flourish Furnishings
     $5000 – *Health Partnership Clinic
     $5000 – *KVC Hospitals
     $2000 – *KCMBF
     $5000 – Shawnee Mission South High School Tree Planting Program
     $5000 – Polio Plus = 6x Impact of $30,000 due to matching from RI & Gates   $500 – RYLA

  • Sen.DickBondMemorialScholarship-$7500
     3-$2500 Scholarships for a total of $7500

  • OperationCares(FKAFeedtheChildren)–$11,441
     Rent, Supplies, Shipping = OC leveraged this Foundation support to distribute in-kind donations valued at over $1.9M

  • TOTAL IMPACT OF OPRCF FOR FY 2021: Grants/Support issued, matching funds acquired, andin-kind contributions to Operation Cares:
    o $59,460 (grants) +$25,000(matching funds)+$1,933,459 (in-kind )= $2,017,919