Foundation Financials

Our tax ID EIN number is 94-3337623

 

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Point West Rotary Club Foundation

Statement of Financial Position , May 31, 2019

Assets

Current Assets

U.S. Bank Accounts                 $17,740.60

Investments – Baird               $1,237,783.31

Accounts Receivable             $           802.91

Total Assets                            $1,256,326.82

 

Liabilities & Equity

Liabilities                                    $                 0

Equity

Restricted Net Assets

2017/2018 Current Fund        $ 7,500.00

2018/2019 Current Fund         $37627.71

2019/2020 Current Fund       $135,000.00

Guy Heilman Fund                   $2,621.00

Brian Kraft Fund                        $6,636.00

Total Restricted Net Assets    $189,384.71

Unrestricted Net Assets          $1,066,942.11

Total Liabilities & Equity       $1,256,326.82