The Rotary Foundation Of Rotary International
EIN 363245072 · 501(c)(3) · Public charity · Evanston, IL · recognized 1983
- Assets
- $1.5B
- Revenue
- $418M
- Expenses
- $361M
- Investment income
- $73.8M
Form 990 fiscal year ended 06/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 06/30/2024 |
| Cape Ann Asset Management Limited CRD 284056 | fuzzy_auto · 94% | 06/30/2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 06/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Northern Trust | Financial services | $316,993 |
| Cape Anne Asset Management | Investment management | $298,790 |
| Ubs | Investment management | $260,383 |
| Blackrock Inc | Investment management | $185,715 |
| Boston Partners | Investment management | $139,256 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| John Hewko | Chief executive officer | $651,575 | $71,324 |
| Michele Berg | Deputy general secretary | $383,724 | $81,085 |
| Eric Jones | Chief investment officer | $381,237 | $75,638 |
| Julie Burke | Chief financial officer | $347,968 | $78,130 |
| James Barnes End 1023 | Chief programs & member services officer | $296,080 | $59,199 |
| Kristopher Newbauer | Chief human resources officer | $293,680 | $45,318 |
| Paul Haisman | Chief information officer | $292,248 | $62,208 |
| David Alexander | Chief communications officer | $288,038 | $75,475 |
| Steven Routburg | General counsel | $266,895 | $65,194 |
| Eric C Schmelling | Chief philanthropy officer | $260,737 | $79,514 |
| Nora Zei | Chief participant experience officer | $246,321 | $34,395 |
| Anand Ramakrishnan End 1223 | Dir enterprise architechture & data eng | $224,805 | $54,241 |
| Michael Patock | Investment officer | $224,355 | $30,051 |
| Andrew G Mcdonald | Deputy general counsel | $214,090 | $45,957 |
| Jonathan South | Investment officer | $209,867 | $44,020 |
| Cris Downey | Director - technology services | $203,888 | $61,888 |
| Jennifer Jones Beg 723 | Trustee | $153,147 | $8,650 |
| Martha Peak Helman | Trustee | $0 | $0 |
| Larry A Lunsford Beg 723 | Trustee | $0 | $0 |
| Hsiu Ming Lin | Trustee | $0 | $0 |
| Holger Knaack | Trustee | $0 | $0 |
| Greg Podd | Trustee | $0 | $0 |
| Geeta Manek | Trustee | $0 | $0 |
| Dennis J Shore Beg 723 | Trustee | $0 | $0 |
| Chun Wook Hyun Beg 723 | Trustee | $0 | $0 |
| Carlos E Sandoval Beg 723 | Trustee | $0 | $0 |
| Aziz Memon | Trustee | $0 | $0 |
| Akira Miki | Trustee | $0 | $0 |
| Mark Daniel Maloney Beg 723 | Chair-elect | $0 | $0 |
| Bharat S Pandya Beg 723 | Vice-chair | $0 | $0 |
| Barry Rassin Beg 723 | Chair | $0 | $0 |