Rotary Club of the Caldwells Endowment Fund

Analysis

Rotary Club of the Caldwells Endowment Fund is a registered charity in United States, based in Caldwell, NJ. It received its IRS tax-exemption ruling in November 2000, 26 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2021, Rotary Club of the Caldwells Endowment Fund reported income of $324k and spending of $32k, leaving 90% of income unspent that year. Across the 3 years on record, from June 2019 to June 2021, income grew from $49k to $324k (+556%), an average of +156% a year. The sharpest change came in the year to June 2020, when income dropped by 151%. Over the whole period it spent 20% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Rotary Club of the Caldwells Endowment Fund sits at the 67th percentile: it is larger than about 67% of them. Against every charity in United States with reported income it ranks in the 63rd percentile, and in the 69th percentile within NJ. Charities of a similar size with the same main cause include Brookline High School 21st Century Fund Inc ($324k), Hooptee Charities Inc ($324k) and Friends of the Park Association of Putnam County Inc ($324k).

At year end it held assets of $1.5m against liabilities of $0, net assets of $1.5m.