York Rotary Charitable Endowment Fund

Analysis

York Rotary Charitable Endowment Fund is a registered charity in United States, based in York, PA. It received its IRS tax-exemption ruling in April 1991, 35 years ago. 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 2023, York Rotary Charitable Endowment Fund reported income of $200k and spending of $182k, spending 91% of its income. Across the 5 years on record, from June 2019 to June 2023, income fell from $248k to $200k (-19%), an average of -5.2% a year. The sharpest change came in the year to June 2022, when income rose by 64%. Over the whole period it spent 84% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, York Rotary Charitable Endowment Fund sits at the 53rd percentile: it is larger than about 52% of them. Against every charity in United States with reported income it ranks in the 54th percentile, and in the 51st percentile within PA. Charities of a similar size with the same main cause include St Johns Episcopal Church Endowment Fund Inc ($200k), Lake Country Kindergarten Inc ($200k) and West Windsor Volunteer Fire Co No 1 Inc ($200k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 53% of the total. At year end it held assets of $2.8m against liabilities of $11k, net assets of $2.7m.