Rotary International

(Go to Rotary Foundation financials.)

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All documents are in PDF format unless otherwise noted.

RI annual reports

• 2011-12
• 2011-12   (multimedia)
• 2010-11
• 2009-10

RI audited financial statements

• 2011-2012
• 2010-2011
• 2009-2010

RI U.S. federal tax returns

• 2011-12 Form 990
• 2010-11 Form 990
• 2009-10 Form 990

Treasurer’s Report to the RI Convention

• 2012
• 2011
• 2010

RI budget

• 2012-2013

Investment policies and information

• Rotary’s equity holdings
• Rotary International investment information
• Historical Investment Returns - Rotary International
• Investment Philosophy Statement - Rotary International General Fund

Additional information for RI

• Presidential expenses
• Directors' expenses
• Financial Services mission statement
• U.S. Rotary clubs and the IRS
• Club Treasurer's Manual
• Rotary International's Five-Year Financial Forecast

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The Rotary Foundation

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Rotary Foundation annual reports

• 2011-12
• 2011-12 (multimedia)
• 2010-11
• 2009-10

Rotary Foundation audited financial statements

• 2011-2012
• 2010-2011
• 2009-2010

Rotary Foundation U.S. federal tax returns

• 2011-12 Form 990
• 2010-11 Form 990
• 2010-11 Form 990-T
• 2009-10 Form 990
• 2009-10 Form 990-T

Rotary Foundation budget

• 2012-2013

Investment policies and information

• Rotary’s equity holdings
• The Rotary Foundation investment information
• Historical Investment Returns - The Rotary Foundation
• Investment Philosophy Statements

Additional information for the Foundation

• Trustees' expenses

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For more information

Call the Foundation's Contact Center at 1-866-9ROTARY (1-866-976-8279), or email contact.center@rotary.org . A team of Foundation specialists will answer calls Monday through Friday from 8 a.m. to 5 p.m. Central Time.