Upper Arlington Rotary Charitable

COLUMBUS, OH EIN: 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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$297K

-13.4% YoY

Annual Giving

$137K

+11.3% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$23K

+29.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$55K$110K$165K$221K20202021202220232024
Metric202420232022
Total Assets$297,292$343,133$311,519
Revenue$133,872$194,357$121,506
Expenses$190,075$175,371$138,728
Qualifying Distributions
Net Investment Income$6,028$4,196$3,421
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$71K$106K$142K5 grants20205 grants20215 grants20227 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

NATUN GUATEMALA$74KUPPER ARLINGTON COMMUNIT…$21KUPPER ARLINGTON CITY SCH…$17KBONSFORGOOD CHARITIES INC$13K2ND & 7$7KSANTA'S SILENT HELPERS O…$6K

Grant Size Distribution

28 grants across all recorded years

24<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Upper Arlington Rotary Charitable fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD SIMPSONPRESIDENT /S
ANDREW LIVINGSTONV PRES / TRE
BILL CLOYDTRUSTEE
STEVE LICHTBLAUTRUSTEE
STEVE RISHTRUSTEE

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

ColumbusEvanstonLaguna BeachNew AlbanySan DiegoSanteeUpper ArlingtonWesterville

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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