Public Charity

UPPER KEYS ROTARY FOUNDATION INC

Based in TAVERNIER, FL, UPPER KEYS ROTARY FOUNDATION INC operates as a Public Charity. The organization reported $397K in revenue, $327K in expenses, $349K in total assets for fiscal year 2025. Imperigo tracks 6 reported grant relationships connected to this organization totaling approximately $70K.

EIN: 650385528 TAVERNIER, FL Scholarships & Student Financial Aid NTEE: B82 Latest filing: 2025
Total Revenue$397K
Total Expenses$327K
Total Assets$349K
Grant Records6
Funding Total$70K
Filing Years2021–2025

Mission

TO RAISE AND DISTRIBUTE SCHOLARSHIPS

Where $100 goes at Upper Keys Rotary Foundation Inc

How Upper Keys Rotary Foundation Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$94 Programs the work itself
$6 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $94 for programs

$57
Local high school scholarships
60% of program spending
$30
Miscellaneous charitable causes
32% of program spending
$7
Local community events and programs
8% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

President Anna Richards
Director Bette Brown
Director Chris Trentine
Past President Frank Derfler
Director Holly Raschien
Director Joe Miklas

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$45,500 4 grants
General Support
$18,500 1 grant
Unspecified
$5,570 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $397K $327K $349K
2024 $340K $291K $316K
2023 $314K $310K $352K
2022 $349K $320K $376K
2021 $130K $156K $284K

Between 2021 and 2025, reported annual revenue grew from $130K to $397K (+206%), with total assets most recently reported at $349K.

Interactive year-over-year charts and full filing details available with membership.

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