annual report on operations - · pdf filesome number s in report are unaudited and may be...

The Rotary Foundation Annual Report on Operations 2009-10 1

The Rotary Foundation of Rotary International

Annual Report on Annual Report on Annual Report on

OperationsOperationsOperations 200920092009---101010

PolioPlus Future Vision Pilot Fund Development TRF Programs

2 The Rotary Foundation Annual Report on Operations 2009-10


The Rotary Foundation 2009-10 Annual Report on Operations offers a comprehensive look at the progress and achievements of the Foundation’s programs in responding to a range of humanitarian needs. It is also intended to serve as a resource for those engaged in activities and affairs of our Foundation. Each section of the report provides information highlighting the programs and operations of the Foundation, including Ambassadorial Scholars, Group Study Exchange teams, Ro-tary World Peace Fellows, and Foundation alumni, all of whom gained or applied skills in peace and conflict prevention/resolution, disease prevention and treatment, water and sanitation, maternal and child health, basic education and literacy, and economic and com-munity development. During 2009-10, Rotarians continued to give generously to The Rotary Foundation. This support enabled Rotary’s US$200 Million Challenge for polio eradication to surpass the halfway point in funding, and the Annual Programs Fund to exceed its total from 2008-09. The Future Vision Plan, developed to help the Foundation take a simplified and more fo-cused approach to grantmaking, moved into its pilot phase during which 100 districts from 74 countries and all Rotary zones will participate. Projects made possible by humanitarian grants are helping to save and change lives around the world, and our PolioPlus program continues to play a central role in several achievements of Rotary International and its Foundation. We hope you find this report an informative and inspiring account of the achievements of The Rotary Foundation in a challenging yet exciting year. The continued strong support of Rotarians worldwide will help Rotary keep its promise to the children of the world by eradicating polio and enabling the Foundation to carry out its mission of improving health, supporting education, and eliminating poverty.

Introduction

John T. Osterlund General Manager The Rotary Foundation of Rotary International


ContentsContentsContents

Polio Plus ProgramPolio Plus ProgramPolio Plus Program

Future Vision Pilot OperationsFuture Vision Pilot OperationsFuture Vision Pilot Operations

Fund DevelopmentFund DevelopmentFund Development

TRF ProgramsTRF ProgramsTRF Programs

Additional Functions of Additional Functions of Additional Functions of

The Rotary FoundationThe Rotary FoundationThe Rotary Foundation

1

13

15

31

47

Throughout this report, all dollar amount s are in US$ unless otherwise noted Some number s in report are unaudited and may be subject to update without notice


PolioPlus Program

Polio Eradication 2009-10 Progress & Key Significant Events

In 2009-10, Nigeria and India made significant progress toward eradicating remaining reservoirs of the poliovirus within their borders. In response to an outbreak in 2008 that resulted in a surge of cases, Nigeria renewed its effort to contain the disease with increased political engagement at the governmental level, an approach that yielded positive results. As of 30 June 2010, only 3 polio cases were reported in Nigeria, compared to 321 cases at the same time the previous year. Political and traditional leaders throughout the country demonstrated their strong commitment to full eradication by coming together in June 2010 to sign the Polio Eradication Pledge, a document that outlines the remaining challenges to securing a polio-free Nigeria and promises to continue leveraging support for the program.

India implemented new approaches in 2009 for targeting virus strongholds in the states of Uttar Pradesh and Bihar. Some of the measures taken include instigating simple sanitation measures and offering zinc supplementation and oral rehydration salts to reduce the incidence of diarrhea. Targeted outreach has also been regularly conducted to ensure that children among mobile populations are reached. These new approaches are proving effective. As of 30 June 2010, the case count in India was just 22, compared to 87 cases at the same time the previous year. India’s two remaining endemic states experienced eight months, their longest concurrent period in history, without a case of type 1 polio, the most virulent strain of the virus.

Progress in Nigeria & India

Itzhak Perlman, virtuoso violinist and polio survivor, lent his musical talents for two Rotary fundraising events benefiting the End Polio Now campaign. On 8 November, he played in a sold-out concert (http://www.rotary.org/en/MediaAndNews/News/Pages/091120_news_iowaconcert.aspx) organized by local Rotarians at the University of North-ern Iowa in Cedar Falls, Iowa, USA. Perlman also played with the New York Philharmonic in a well-publicized Concert to End Polio (http://www.rotary.org/en/MediaAndNews/News/Pages/091203_news_perlmanconcert.aspx) at Lincoln Center on 2 December. Together, the concerts raised $119,000 toward Rotary’s US$200 Million Challenge. Perlman posed for a “This Close” ad, which is part of Rotary’s new public awareness campaign.

Itzhak Perlman and Rotary team up in the fight to End Polio Now

Virtuoso violinist and polio survivor

Itzhak Perlman poses for a “This Close”

ad. Credit: Rotary International.


In a lead-up to the 2010 FIFA World Cup Finals scheduled to take place for the first time on the African continent, South African Ro-tarians launched a Kick Polio Out of Africa campaign to help raise awareness and support for polio eradication efforts in Africa. With the help of DHL courier services, a soccer ball traveled through 23 polio-affected countries as a symbolic reminder of the need to “kick” the disease out of Africa once and for all. The ball began its journey in South Africa, the host of the World Cup, on 23 February 2010 where it was signed by Archbishop Desmond Tutu, a polio sur-vivor. At each stop, prominent African leaders signed their names on the ball in a show of support for polio eradication. The ball was also signed by Bill Gates, Microsoft founder and co-chair of the Bill & Melinda Gates Foundation, during a visit to Nigeria. The campaign concluded on 21 June 2010 when the ball reached its final destination at the RI Convention in Montréal, Canada, where it was presented to 2009-10 RI President John Kenny. A Kick Polio Out of Africa soccer ball campaign was also launched online, encouraging supporters worldwide to sign a virtual ball to lend their support for the effort. Read more about the campaign at www.kickpoliooutofafrica.org.

Kick Polio Out of Africa campaign

The Global Polio Eradication Initiative (GPEI) Strategic Plan was developed following a request by the Executive Board of the World Health Organization in 2009 for a more aggressive approach that would build on recent successes and address remaining challenges in the polio eradication effort. To create momentum around the full implementation and financing of the plan, WHO Director-General Margaret Chan and UNICEF Executive Director Tony Lake hosted a stakeholder event on 18 June 2010 in Geneva, Switzerland. The meeting was attended by the Ministers of Health of Nigeria, Afghanistan, Angola, and Senegal; other senior health ministry officials; existing and potential donors; vaccine manufacturers; and key partner organizations. Rotary was represented at the event by 2010-11 Trustee Chair Carl-Wilhelm Stenhammar, who made opening remarks. The purpose of the event was to secure financial commitments and to provide a venue for polio-affected countries to demonstrate their commitment to meeting the strategic plan milestones. Read more about the plan on the GPEI site (http://www.polioeradication.org/content/publications/GPEI.StrategicPlan.2010-

2012.ENG.May.2010.pdf).

GPEI Strategic Plan launch, 18 June

Children in Toto pose with the Kick Polio

Out of Africa ball. Credit: Germain

Tomegah.


A new bivalent polio vaccine was approved for use after the successful completion of clinical trials in June 2009. The vaccine serves as an important tool for simultaneously targeting the two remaining strains of the wild poliovirus. Research has shown that it is at least 30 percent more effective than the trivalent vaccine, which targets all three strains of the virus, and is almost as effective as the monovalent vaccine. Monovalent vaccines target one strain of the virus at a time. The new bivalent oral polio vaccine was used for the first time (http://www.rotary.org/en/

M e d i a A n d N e w s / N e w s /

Pages/100114_news_bOPV.aspx) in Subna-tional Immunization Days held in Afghanistan in mid-December 2009, and shortly thereafter in Nigeria, In-dia, and Pakistan, the other endemic countries. (http://www.polioeradication.org/content/pressreleases/20091215.ENG.asp)

Bivalent vaccine

PolioPlus Advocacy

On 5 August 2009, International PolioPlus Committee Chair Bob Scott presented the Polio Eradication Champion Award to Pakistan’s President Asif Ali Zardari. In a follow-up meeting to the award presentation, Zardari agreed to launch the October round of National Immunization Days. During the visit, National Pakistan PolioPlus Committee Chair Aziz Memon presented the president with a framed photo of the late Mrs. Benazir Bhutto immunizing a child. Mrs. Bhutto had launched the first national immunization campaigns for polio in Pakistan in 1994, when she served as prime minister. The

president made this photo into a postage stamp to increase awareness of polio eradication efforts. Following IPPC Chair Scott’s visit, Zardari’s youngest daughter, who was publicly immunized during the very first round of National Immunization Days, agreed to become a UNICEF goodwill ambassador in support of polio cam-paigns in Pakistan.

Champion award to Pakistani President


International PolioPlus Committee Chair Bob Scott presented a Polio Eradication Champion Award to Shri Nitish Kumar, chief minister of Bihar State, on 6 December 2009. Kumar said the achievement of polio eradication in Bihar will be a hallmark of the changing face of the state, and declared his intention to focus interventions on the highest risk blocks and to meet with key district-level officials in six districts to promote intensified efforts.

Champion award to Chief Minister of Bihar

In February 2010, Rotary International President Kenny wrote to the leaders of nearly 40 countries, including donor, potential donor, and polio-affected countries in which Rotary is well represented. These letters highlighted Rotary’s role as a spearheading partner in the Global Polio Eradication Initiative, recognized (where appropriate) support for polio eradication provided by these countries, and requested continued or new support in order to achieve polio eradication. Several of the countries, including Canada, Denmark, France, Germany, Hong Kong, India, Ireland, New Zealand, and Portugal, responded to acknowledge Rotary’s leadership and encourage continued progress.

End Polio Now outreach to heads of state

In April 2010, a new Minister of Health, Christian Onyebuchi Chukwu, was appointed. Prof. Chukwu is an active Rotarian (as is his wife) and former polio state representative for Ebonyi.

New Minister of Health in Nigeria

Funding for FY2010 was approved a s p a r t o f a n Om n i b u s Appropriations bill and signed into law by President Barack Obama on 16 December 2009. The bill includes $101.8 million for polio eradication. The Foreign Operations bill includes $32 million for polio eradication. On 5 May, Rotary held the 2010 reception honoring Congressional Champions of Global Polio Eradication. RI President Ray Klinginsmith participated in the reception where he joined Past RI President Jim Lacy in presenting the Polio Eradication Champion Award to three of the five recipients: Senators Mark Begich (D-Alaska) and Ron Wyden (D-Oregon) and Representative Phil Roe (R-Tennessee). The event was also attended by several past honorees, including three senators and six representatives.

New Minister of Health in Nigeria

The Dali Lama gives

polio drops during

National Immunization

Days in Bihar, India.

Credit: UNICEF India.


Regional and International Service Awards for a Polio-Free World were established by the Trustees of The Rotary Foundation in order to recognize outstanding contributions to polio eradication efforts by Rotarians and to encourage continued volunteer efforts in the final years of the Global Polio Eradication Initiative. Active personal service is required by the prospective recipient of the award. Financial contributions, however noteworthy, are not a basis for the award.

Service to PolioPlus Honored

Africa Kwadwo Keteku

Abbas Moledina

Delaja Onabolu

Pierre Yangni N'Da

Americas J. Kenneth Baker

Diane Chantler

Carl Chinnery

Barbara Feder

Jan Gisborne

William Hollingshead

Signore Ennio Tedesco

Robert Thompson

Terry R. Ziegler

Eastern Mediterranean Byram Avari

Hans Frey

Pardeep Harchandani

Abdul Hiay Khan

Saeed M. Shamsi

Shujaat Siddiqui

Europe Lucien Emringer

Urs Herzog

Jenö Lakatos

Reginald S. Ling

Christian Michaud

Southeast Asia Iftekarul Alam

Dr. H.J. Gowri

Dr. S.T. Kantharaj

H.S. Kapinaiah

K.T Kuthalingam

Dr. B.L. Patil

A.P. Ramaraj

Kalyan Sarkar

Dr. Naveen Thacker

Western Pacific Ross Craig

Lindsay Ford

Denis Hyland

Bruce Mills

Kazuhiko Tojo

2009-10 Regional Service Award for a Polio-Free World


2009-10 Regional Service Award for a Polio-Free World

Patrick Cashin Alessandra Faraone

Charles Cogan Dong Kurn Lee

Rosalynn D. Cooper Shigekazu Miyazaki

Robert Gallagher P.V. Purushothaman

Ronald Goodsite Elias Thomas III

PolioPlus/Rotary in the News

Major international, national, and local news organizations worldwide aired and published stories covering Rotary’s role in the Global Polio Eradication Initiative. The following are highlights of media coverage from 2009-10.

2009 RI Convention Coverage of the 2009 RI Convention in Birmingham, England, included 52 print media placements, 25 broadcast placements, and 17 online placements.

World Polio Day 2009 A press release, sample press release, and sample op-ed were prepared and distributed for World Polio Day 2009. News coverage of local Rotary activities and fundraisers worldwide were substantial, particularly in Germany and Austria.

Rotarian NID trips and media tours This year, efforts were made to coordinate reporters from all regions to travel to polio-affected regions to cover immunization activities. This strategy resulted in significant cover-age:

Sciences et Avenir: Sylvia Riou went to India, producing 24 Heures Contre La Polio. The Seattle Channel: Reporter Penny LeGate joined California Rotarians in India, and her story aired on the Seattle Channel in June 2009. The Guardian (UK): “The final push to end polio in India.” Guardian health editor Sarah Boseley traveled to India with a group of 86 Rotarians. BBC (UK): “Presenter Konnie Huq joins Indian campaign.” BBC producer Eve Conway and TV reporter Konnie Huq traveled to India in October. German reporter Thomas Kruchem traveled to Nigeria, producing radio and web reports. America Noticias (Argentina): Guillermo Favale from AMERICA TV, a national network, traveled to India with Rotarians. Favale produced a 30-minute program that aired in prime-time in conjunction with End Polio Now lightings on 23 February. SBS-TBC-TV (Korea): A team from SBS-TBC-TV traveled to India with a group of Korean Rotarians. They produced a three-part series that aired on this national network. Arte Magazine Global Mag (France): Reporter Guillaume Dumont traveled to Nigeria. His story aired on 22 February 2010, on Arte Global Mag . NTV7 (Malaysia): Reporters from NTV7, a national TV station in Malaysia, joined a Rotar-ian volunteer trip to Nepal. Their stories aired on NTV7 in primetime for five Sundays start-ing in May. Duna TV (Hungary): Reporter Adam Csillag traveled to Nigeria in April.


End Polio Now Lightings

On 23 February 2010, more than 20 illuminations took place on prominent structures and in iconic locations in a synchronized global campaign, including: Argentina: Obelisk (Buenos Aires) Brazil: Skydivers over Amazon River, banner at Foz do Iguacu Canary Islands: Basilica San Juan Bautista Egypt: Pyramid of Khafre England: Tower Bridge Greece: Historic Marathon Memorial Italy: Royal Palace of Caserta Philippines: Globe at SM Mall of Asia (Manila) South Africa: Cape Town Waterfront Spain: Cathedral of Santiago, Tower of Alcoy’s Town Hall Taiwan: Taipei Arena USA: Wrigley Building (Chicago), One Rotary Center (Evanston), Goodyear blimp

News coverage was significant in all regions, and the coordinated effort generated notice worldwide. Approximately 40 news stories in multiple countries ran as a result.

Top: The End Polio Now logo illuminating the Coliseum in Rome,

Italy. Credit: Claudio Raimondo.

Bottom: The End Polio Now logo illuminating the Wrigley Building

in Chicago, Illinois, USA. Credit: Alyce Henson/ Rotary Images

Rotary’s rapid response to Tajikistan outbreak

Rotary issued a press release regarding its rapid-response fund-ing to help quell the polio outbreak in Tajikistan in April 2010. News coverage featuring Rotary’s involvement included: Voice of America: “WHO investigates polio outbreak in Tajiki-stan,” 23 April 2010 Ethiopian Review: “Rotary responds to polio outbreak in Tajiki-stan,” 24 April 2010 National Public Radio: “Outbreak of paralysis points to polio’s return,” 26 April 2010 IRIN News: “In Brief: Polio outbreak in southwestern Tajiki-stan,” 27 April 2010


United Airlines and Air Canada in-flight PSAs

The in-flight television networks of United Airlines and Air Canada are airing 30-second television spots on Rotary’s role in polio eradication.

“This Close” PSAs Print public service announcements featuring Dr. Jane Goodall, Archbishop Desmond Tutu, Jack Nicklaus, and Itzhak Perlman were on display at the 2010 International Assembly. They are also posted on rotary.org/humanityinmotion for download. Regional PSAs were also created fea-turing Dan Maraya Jos (Nigeria), Zeynab Abib (Benin), Nwankwo Kanu (Nigeria), and Staff Benda Bililli (Democratic Republic of the Congo). A how-to guide to creating a “This Close” PSA using local notables is available to interested Rotarians.

Golfer Jack Nicklaus, Queen Noor, and

Archbishop Desmond Tutu pose for “This

Close” PSAs.


Rotary’s US$200 Million Challenge As of 30 June 2010, The Rotary Foundation has raised US$90,694,681 toward its target of US$200 million in order to match the extraordinary challenge grant of US$355 million received from the Bill & Melinda Gates Foundation. To date, 182 major gifts (gifts of US$10,000 or more) have been received for a total of US$11,182,948.

Gift Amount Number of Gifts

$100,000+ 19

$25,000-$99,999 41 $10,000-$24,000 120

Over 8,400 clubs contributed US$2,000 or more, and 225 districts contributed 20 percent or more of their District Designated Fund to Rotary’s US$200 Million Challenge during the 2009-10 Rotary year. These clubs and districts received special certificates of appreciation. The Challenge focused on involving the family of Rotary (e.g., Foundation alumni, alumni associations, Rotary Fellowships, RYLA, Rotary Youth Exchange, Rotaract, and Interact) in the fundraising effort. Two Youth Exchange students from Chile studying in Minnesota, USA, hosted a traditional Chilean dinner in support of Rotary’s US$200 Million Challenge. The students raised US$825 for PolioPlus in a single night. Interact clubs throughout the Rotary world have also participated in the Challenge. The 58 Interact Clubs in District 5170 selected Rotary’s Challenge as their international project for 2009-10 with a goal to raise US$100,000. To reach their goal, they sold End Polio Now bracelets, held fundraisers at local restaurants, and sold T-shirts. Thirteen Rotary Fellowships have contributed over US$103,500 to the Challenge. The Rotarian Fellowship of Quilters and Fiber Artists has supported the Challenge by auctioning quilts during the RI Convention. At the 2010 RI Convention, they raised US$2,600. Bill Gates, Microsoft founder and Gates Foundation co-chair, videotaped a message to all Rotarians commending them for their success to date on Challenge and encouraging them to reach the goal. The message was shared at their district conferences and is available here (http://www.rotary.org/en/MediaAndNews/News/Pages/100415_news_gatesvideo.aspx) on www.rotary.org.


Rotary International and its Foundation are spearheading partners of the Global Polio Eradication Initiative, along with the World Health Organization, UNICEF, and the U.S. Centers for Disease Control and Prevention. The Rotary Foundation’s primary role is to provide funding, mobilize Rotary volunteer support, and promote global advocacy for polio eradication. The following grants were made in Rotary year 2009-10 (listed by country/region).

Date Country/Region Beneficiary Amount (US$) Purpose

Oct-09 Afghanistan UNICEF $1,700,000 Operational Support

Jan-10 Afghanistan UNICEF $1,612,062 Operational Support

Jan-10 Afghanistan WHO $700,245 Surveillance

Jun-10 Afghanistan WHO $348,101 Operational Support

Oct-09 African Region WHO $10,894,478 Surveillance

Jan-10 African Region WHO $8,453,226 Surveillance

Jan-10 Angola UNICEF $947,033 Operational Support

Jun-10 Angola UNICEF $427,226 Operational Support

Jun-10 Angola UNICEF $147,058 Vaccine

Oct-09 Benin UNICEF $363,800 Operational Support

Jan-10 Benin WHO $813,276 Operational Support

Oct-09 Burkina Faso UNICEF $363,800 Operational Support

Jan-10 Burkina Faso WHO $2,735,052 Operational Support

Jun-10 Central Africa WHO $100,366 Surveillance

Oct-09 Chad WHO $2,538,015 Operational Support

Jan-10 Côte d’Ivoire UNICEF $316,751 Operational Support

Jan-10 Côte d’Ivoire WHO $1,594,894 Operational Support

Jul-09 Dem. Rep. of Congo NPPC* $6,405 Administrative Support

Jun-10 East & Southern Africa WHO $93,601 Surveillance

Oct-09 EMRO** WHO $1,863,005 Surveillance

Jan-10 EMRO WHO $345,524 Surveillance

Oct-09 EMRO WHO $5,100,000 Technical Support

Jan-10 EMRO WHO $3,745,107 Technical Support

Jun-10 Ethiopia WHO $642,187 Operational Support

Jan-10 Ghana UNICEF $150,000 Operational Support

Jan-10 Ghana WHO $1,000,000 Operational Support

Jun-10 Global Lab Network WHO $578,232 Lab

Jan-10 Guinea UNICEF $209,452 Operational Support

Jan-10 Guinea WHO $1,251,692 Operational Support

Apr-10 India NPPC $1,036,934 Operational Support

Oct-09 India NPPC $310,416 Administrative Support

Oct-09 India UNICEF $5,246,885 Social Mobilization

Oct-09 India WHO $7,653,888 Operational Support

Jan-10 India WHO $4,526,100 Operational Support

Jan-10 India UNICEF $943,740 Social Mobilization

Jan-10 Liberia WHO $651,814 Operational Support

Oct-09 Mali UNICEF $545,700 Social Mobilization

Jan-10 Mali WHO $2,022,121 Operational Support

Jan-10 Mauritania WHO $400,000 Operational Support

Feb-10 Nepal NPPC $2,650 Administrative Support

2009-10 PolioPlus Grants


Date Country/Region Beneficiary Amount (US$) Purpose

Oct-09 Niger WHO $2,464,976 Operational Support

Jan-10 Niger UNICEF $573,177 Operational Support

Jan-10 Niger WHO $392,392 Operational Support

Jul-09 Nigeria NPPC $25,000 Administrative Support

Jul-09 Nigeria NPPC $108,267 Administrative Support

Oct-09 Nigeria UNICEF $7,005,312 Operational Support

Jan-10 Nigeria UNICEF $2,719,303 Operational Support

Jan-10 Nigeria WHO $8,033,235 Operational Support

Jun-10 Nigeria UNICEF $506,927 Operational Support

Oct-09 Northern Sudan UNICEF $1,819,000 Operational Support

Oct-09 Northern Sudan WHO $2,020,520 Operational Support

Jun-10 Northern Sudan UNICEF $580,796 Operational Support

Jul-09 Pakistan NPPC $14,686 Administrative Support

Feb-10 Pakistan NPPC $4,167 Administrative Support

Oct-09 Pakistan UNICEF $1,231,186 Social Mobilization

Jan-10 Pakistan UNICEF $1,420,655 Operational Support

Jun-10 Pakistan WHO $1,145,979 Operational Support

Jun-10 Pakistan UNICEF $656,675 Operational Support

Jan-10 Polio Research Committee WHO $1,862,530 Research

Jun-10 Polio Research Committee WHO $2,460,683 Research

Jan-10 Sierra Leone WHO $637,245 Operational Support

Oct-09 Somalia UNICEF $197,950 Operational Support

Oct-09 Somalia WHO $1,425,035 Operational Support

Oct-09 Southern Sudan UNICEF $1,023,287 Operational Support

Oct-09 Southern Sudan WHO $1,232,747 Operational Support

Jun-10 Southern Sudan UNICEF $508,250 Operational Support

Apr-10 Tajikistan UNICEF $250,000 Operational Support

Apr-10 Tajikistan WHO $250,000 Operational Support

Jan-10 Togo UNICEF $100,000 Operational Support

Jan-10 Togo WHO $370,000 Operational Support

Jun-10 West Africa WHO $101,468 Surveillance

Total $113,522,284

*National PolioPlus Committee

**Eastern Mediterranean Region


Date Project Name Grant Total

Jul-09 2009 Côte d’Ivoire NIDs III 250,000

Aug-09 2009 India SNIDs II 378,955

Aug-09 2009-10 Nepal NIDs 212,465

Aug-09 2009 Uganda NIDs 43,933

Aug-09 2009 Ghana NIDs II 156,124

Sep-09 2009 India SNIDs III 324,797

Sep-09 2009 Pakistan NIDs 107,573

Sep-09 2009 Benin NIDs II 223,192

Oct-09 2009 Sudan NIDs III 337,326

Nov-09 2009 Mali NIDs 164,167

Nov-09 2010 Bangladesh NIDs 45,000

Nov-09 2009 Côte d’Ivoire NIDs IV 200,000

Dec-09 2009 India SNIDs IV 376,953

Dec-09 2009 Guinea NIDs 287,350

Jan-10 2010 Pakistan Cold Chain 506,621

Jan-10 2010 Angola NIDs 100,000

Feb-10 2010 India NIDs 493,040

Feb-10 2010 Nigeria SNIDs 99,364

Feb-10 2010 Côte d’Ivoire NIDs 175,000

Feb-10 2010 Sudan NIDs 287,860

Feb-10 2010 Gambia NIDs 21,751

Mar-10 2010 Niger NIDs 202,993

Apr-10 2010 India NIDs II 472,149

Apr-10 2010 Pakistan NIDs 40,580

Apr-10 2010 Ghana NIDs 16,010

Apr-10 2010 Côte d’Ivoire NIDs II 168,919

Apr-10 2010 Pakistan Container 14,324

May-10 2010 Nigeria NIDs 715,124

May-10 2010 Pakistan Lab 183,354

Jun-10 2010 India SNIDs 336,133

Jun-10 2010 Sudan NIDs II 174,390

PolioPlus Partners is a subprogram of PolioPlus that provides funding for projects submitted by fellow Rotarians in polio-endemic, importation, and high-risk countries. Fundraising for PolioPlus Partners has been suspended during Rotary’s $200 Million Challenge. Project support is made available through the PolioPlus Fund. The following projects supported social mobilization and surveillance activities in 2009-10:

A total of 31 projects from 15 countries were funded, totaling US$7,115,447. Of this total, 15 projects were from the African region, 8 from the South-East Asia region, and 8 from the Eastern Mediterranean region.

Total $7,115,447 NIDs= National Immunization Days

SNIDs= Subnational Immunization Days

*Includes flow-through funds

Rotary’s rapid response to Tajikistan outbreak


Future Vision Pilot Operations The 2009-10 year was spent helping the Future Vision pilot districts prepare for the official pilot launch on 1 July 2010. In January, pilot district governors and district Rotary Foundation committee chairs gathered in San Diego for a two-day intensive Future Vision Pilot Training on topics that included:

• Rotary Foundation grants (district grants and global grants)

• Areas of focus

• Sustainability

• District leadership roles and responsibilities

• Qualification In late January, pilot districts gained access to the online qualification system via Member Access (http://www.rotary.org/en/selfservice/Pages/login.aspx). As of 30 June, 83 districts had completed the qualification process and are now responsible for qualifying their member clubs. A key component of club qualification is attendance at the district grant management seminar (http://www.rotary.org/RIdocuments/en_pdf/fv_grant_management_manual_en.pdf), which a number of districts have already held. In mid-April, pilot clubs and districts gained access to the online grant application system via Member Access (http://www.rotary.org/en/selfservice/Pages/login.aspx). District 3330 (Thailand) was the first district to receive a dis-trict grant (http://www.rotary.org/en/MediaAndNews/News/Pages/100604_news_firstgrant.aspx), and the Rotary clubs of Solo Kartini, Indonesia (District 3400) and Westport, Connecticut, USA (District 7980) received the first global grant (http://www.rotary.org/en/MediaAndNews/News/Pages/100616_news_globalgrant.aspx), which will support dengue fever eradication efforts in Indonesia. As of 30 June, seven district grants and one global grant had been approved. The Future Vision Plan challenges The Rotary Foundation to make significant changes in the way it monitors and evaluates grant activities. Rotarians, donors, and partner organizations increasingly expect more detailed information on how funds and volunteer hours affect beneficiaries. Based on the work of a consulting firm specializing in nonprofit program evaluation and the recommendations of the Future Vision Committee, the Trustees have developed a scorecard of almost 100 evaluation measures to use to determine the success of the Future Vision Plan, both during the pilot and after.

Strategic Partners In 2009-10, efforts began to identify strategic partners, including reviewing recommendations from Rotarians, developing due diligence processes, and identifying key areas of interest to Rotarians. Individual trustees met with leaders of two potential strategic partners. Due diligence was performed on 147 organizations, of which more than 120 were recommended by Rotarians.


Resources and Communications During the year, a variety of resources were developed to help Rotarians learn about Future Vision:

• Future Vision Pilot News (http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/

FutureVisionnewsletter.aspx), a monthly newsletter available to all Rotarians that provides information, tips, and resources to guide Future Vision pilot districts and their clubs through the grant process

• Handouts providing information about the areas of focus (http://www.rotary.org/RIdocuments/en_pdf/

fv_areas_of_focus_handouts_en.pdf)

• Guidelines for the Foundation’s principles of sustainability (http://www.rotary.org/RIdocuments/en_pdf/

fv_global_grants_sustainability_principles_en.pdf)

• Suggestions on ways that pilot and nonpilot districts can work together (http://www.rotary.org/RIdocuments/

en_pdf/fv_district_partnerships_en.pdf)

• A general brochure about Future Vision (http://www.rotary.org/RIdocuments/en_pdf/fv_brochure_en.pdf)

• Future Vision grant terms and conditions (http://www.rotary.org/RIdocuments/en_pdf/fv_grant_terms_conditions_en.pdf)

• Grant Management Manual (http://www.rotary.org/RIdocuments/en_pdf/fv_grant_management_manual_en.pdf)

• Content on the RI website about the new grant structure (http://www.rotary.org/en/Members/RunningADistrict/

FutureVisionPilotProgram/Pages/fv_grant_structure.aspx), qualification (http://www.rotary.org/en/Members/RunningADistrict/

FutureVisionPilotProgram/Pages/fv_selection_qualification.aspx), district leadership (http://www.rotary.org/EN/MEMBERS/

RUNNINGADISTRICT/FUTUREVISIONPILOTPROGRAM/Pages/fv_dist_leadership_structure.aspx), and more.

• E-learning tutorials (http://www.rotary.org/en/Members/Training/ForAllRotarians/Pages/elearning.aspx) about Future Vision and the areas of focus

Also, a number of news stories and articles highlighted various aspects of Future Vision:

• "Five things every Rotary leader should know about Future Vision," (http://viewer.zmags.com/

publication/904c84aa#904c84aa/8) Rotary Leader, April 2010

• "Working together," (http://viewer.zmags.com/publication/6be59928#6be59928/7) Rotary Leader, July 2010

• "Top 15 things Rotarians should know about global grants for vocational training," (http://www.rotary.org/en/MediaAndNews/News/Pages/100608_news_vtt.aspx) RI News, 8 June 2010

• "Foundation approves Future Vision's first district grant," (http://www.rotary.org/en/MediaAndNews/News/

Pages/100604_news_firstgrant.aspx) RI News, 4 June 2010

• "Foundation approves first global grant," (http://www.rotary.org/en/MediaAndNews/News/

Pages/100616_news_globalgrant.aspx) RI News, 16 June 2010 (picked up as a front-page story on 18 June by the Happy News website, http://www.happynews.com/)

In June, the Foundation held two webinars in English for Rotarians from both pilot and nonpilot clubs and

districts. The webinars provided an overview of the Future Vision Plan and answered questions from Rotarians on a wide range of issues. Nearly 300 Rotarians in 88 districts and 21 countries participated.

Rotarians meet with Rotary Community Corps members Leonardo Rucal (second from left) and Enrique Rucal (second from right) to discuss plans to use farming as a way to generate food for the local orphanage and jobs for the community. Projects that address the priorities of the beneficiaries often prove more sustainable, support-ing a key element of The Rotary Foundation's Future Vision Plan. Credit: Rotary Images/ Monika Lozinska-Lee


Fund Development

2009-10 Cumulative

Contributions $268.4 million $2.7 billion

Annual Programs Fund $100.4 million $1.7 billion

Permanent Fund $10.5 million $176.5 billion

PolioPlus Fund $151.6 million $752.6 billion

Other $5.9 million $31.9 million

2009-10 Cumulative

Permanent Fund Balance Net Assets $176.5 million

Permanent Fund Expectancies $438.5 million

Permanent Fund TOTAL Balance and Expectancies

$625.7 million

Arch C. Klumph Society members 33 270

Benefactors 2,701 83,374

New Paul Harris Fellows 54,300 1,243,082

In 2009-10, TRF acquired 5,381 more donors compared to the prior year, with a total of 308,747 Rotarians and friends of Rotary contributing personally to The Rotary Foundation. In 2009-10, 282,383 active Rotarians made a personal contribution directly to The Rotary Foundation, an in-crease of 9,305 over the prior year.

Online Giving (via www.rotary.org)

Total Raised

Online

Total Number Of Online

Donors

% of Total

Contributions

% of Individual

Donors

2007-08 $2,376,294 4,738 1 1.5

2008-09 2,577,498 5,940 1.2 1.9

2009-10 3,039,803 6,551 1.5 2.1

Donor Acquisitions

Summary Statistics


TOTAL CONTRIBUTIONS TO THE ROTARY FOUNDATION

$0

50

100

150

200

250

300

2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10

ANNUAL GIVING POLIOPLUS** RESTRICTED* PERMANENT FUND

*Restricted includes contributions such as the sponsor portion of Matching Grant contributions that are not

recognized as contribution revenue on the financial statements as required by the U.S. accounting standards,

contributions to the Donor Advised Fund, and PolioPlus Partners.

** Includes Gates & Google

A husband and wife run a small grocery stand in Joypul, Calcutta, India, thanks to a microcredit loan managed by Rotarians. Image Credit: Rotary Images/ Alyce Henson

17 T

he R

ota

ry F

oundatio

n A

nnual R

eport o

n O

pera

tions 2

009-1

0

TOP 30 GIVING COUNTRIES IN 2009-10

Country and Rank

Last Year Rotarians

% of All

Rotarians Clubs

% of All

Clubs

Population in

Thousands

Rotarians per 1,000

Population

Annual

Giving

Restricted

Giving

Permanent

Fund

Total

Contributions

Annual Giving

Per Capita

1 USA 1 360,790 29% 7,869 23% 307,212 1.2 36,392,865 129,457,804 4,879,955 170,730,624 $100.87

2 Japan 2 91,986 7% 2,301 7% 127,079 0.7 10,940,540 2,818,136 1,597,621 15,356,297 $118.94

3 India 4 111,843 9% 3,066 9% 1,156,898 0.1 5,957,670 4,780,043 1,121,115 11,858,828 $53.27

4 Germany 5 49,411 4% 979 3% 82,330 0.6 3,729,015 5,627,039 0 9,356,054 $75.47

5 Korea 3 61,053 5% 1,506 4% 48,509 1.3 7,816,559 916,043 577,201 9,309,803 $128.03

6 Canada 6 27,012 2% 734 2% 33,487 0.8 3,059,075 3,559,119 658,838 7,277,032 $113.25

7 UK 7 53,599 3% 1,800 2% 61,113 0.7 2,983,500 3,740,042 187,842 6,911,384 $55.66

8 Brazil 10 53,757 4% 2,359 7% 198,739 0.3 3,908,359 2,215,506 35,218 6,159,083 $72.70

9 Australia 12 33,188 3% 1,139 3% 21,263 1.6 2,718,779 2,176,165 542,694 5,437,638 $81.92

10 Italy 8 42,769 3% 793 2% 58,126 0.7 3,325,143 1,826,425 103,292 5,254,860 $77.75

11 Taiwan 9 19,400 2% 556 2% 22,974 0.8 2,079,888 1,659,758 584,100 4,323,746 $107.21

12 France 11 33,693 3% 1,052 3% 64,420 0.5 2,639,742 1,420,064 21,681 4,081,487 $78.35

13 New Zealand 24 9,194 1% 242 1% 4,213 2.2 597,274 1,039,342 32,466 1,669,082 $64.96

14 Mexico 16 10,493 1% 573 2% 111,212 0.1 924,442 683,083 25,003 1,632,528 $88.10

15 Philippines 14 21,476 2% 821 2% 97,977 0.2 1,248,297 293,741 4,200 1,546,238 $58.13

16 Netherlands 17 19,583 2% 483 1% 16,716 1.2 761,921 553,478 0 1,315,399 $38.91

17 Austria 22 6,866 1% 138 0% 8,210 0.8 529,963 539,859 0 1,069,822 $77.19

18 Belgium 18 9,795 1% 248 1% 10,414 0.9 534,472 497,056 0 1,031,528 $54.57

19 Finland 29 11,469 1% 301 1% 5,250 2.2 240,353 784,920 1,100 1,026,373 $20.96

20 Sweden 19 28,361 2% 558 2% 9,059 3.1 396,041 571,223 1,400 968,664 $13.96

21 Thailand 20 7,074 1% 280 1% 65,998 0.1 557,195 346,576 35,319 939,090 $78.77

22 Denmark 26 11,414 1% 278 1% 5,501 2.1 351,903 471,404 4,500 827,807 $30.83

23 Argentina 23 11,681 1% 643 2% 40,914 0.3 566,872 170,509 78,068 815,449 $48.53

24 Switzerland 13 11,952 1% 208 1% 7,604 1.6 443,927 361,778 139 805,844 $37.14

25 Norway 30 12,441 1% 323 1% 4,661 2.7 292,170 392,851 2,000 687,021 $23.48

26 Spain 27 4,633 0% 203 1% 40,525 0.1 170,311 405,060 92,530 667,901 $36.76

27 South Africa 25 4,911 0% 230 1% 49,052 0.1 415,314 205,656 8,159 629,129 $84.57

28 Nigeria 21 5,554 0% 245 1% 149,229 0.0 486,811 83,424 11,600 581,835 $87.65

29 Hong Kong 15 1,398 0% 49 0% 7,055 0.2 271,328 263,308 30,000 564,636 $194.08

30 Turkey 6,226 1% 226 1% 76,806 0.1 192,010 212,516 2,750 407,276 $30.84

Total 30 Countries 1,133,022 92% 30,203 89% 2,892,546 0.4 $94,531,739 $168,071,928 $10,638,791 $273,242,458 $83.43


Annual Programs Fund

Every Rotarian, Every Year In 2009-10, US$100.4 million was raised for the Annual Programs Fund, the third time in the Foundation’s history contributions to this fund exceeded $100 million. APF total giving saw an increase from the previous year as Rotarians continued their generous support of the Foundation. A total of 25,701 clubs contributed to the Annual Programs Fund, with 308,747 individuals making a personal contribution through the Every Rotarian, Every Year initiative. Subsequently, 1,105 clubs are eligible for 2009-10 EREY Club banners for achieving $100 in per capita giving, with every member of the club contributing some amount personally to APF; 663 clubs are eligible for 2009-10 100% Rotary Foundation Sustaining Member Club banners for reaching $100 per capita with each member of the club personally contributing $100 or more to APF. For 2009-10, 174 clubs achieved 100% Paul Harris Fellow Club banner recognition (every active member of the club was a Paul Harris Fellow). As of 30 June 2010, there were a total of 1,431 clubs throughout the world certified as 100% Paul Harris Fellow clubs. Rotarians responded to RI President John Kenny’s RI theme, The Future of Rotary Is in Your Hands, by generously providing the funding for our Foundation’s life-changing programs. Because of the hard work of Rotarians over the past year, the future of the Rotary Foundation is bright and full of opportunities for Rotarians to do good in the world.


Annual Giving Worldwide 2009-10 The graphs below show total contributions to the Annual Programs Fund as well as per capita for the last five years.

Individual Participation Encouraging financial participation from every Rotarian continues to be the central message of Annual Giving. In 2009-10, 282,383 active Rotarians made a personal contribution directly to the Annual Programs Fund, an increase of 9,305 Rotarian donors over the previous year. Additionally, the Foundation received personal contributions from 26,364 friends of Rotary.

Individuals Contributing*

Rotarians Contributing

% of Rotarians Contributing

Total per capita

2005-06 253,672** $77.00

2006-07 283,592 252,444 20.6 $86.13

2007-08 302,909 271,386 22 $95.13

2008-09 303,366 273,078 22.1 $82.30

2009-10 308,747 282,383 23 $82.34

Club Participation While the Foundation continues to benefit from a growing base of Annual Programs Fund supporters, a large number of clubs have zero member participation and zero contributions. These clubs are termed “noncontributing” clubs. The total number of noncontributing clubs worldwide has remained consistent in recent years, at 24.6% of clubs not contributing in 2009-10. Yet for the first time ever, an entire Rotary zone (Zone 33; USA) achieved 100% club participation, meaning every club in every district in the zone made a contribution to the Annual Programs Fund. Additionally, 74 districts worldwide achieved 100% club participation, an increase of 12% over 2008-09

Total Clubs Participating Clubs* % Participating Number of 100%

Participating districts

2005-06 32,756 23,780 72.6 61

2006-07 32,943 25,145 76.3 83

2007-08 33,270 26,072 78.4 79

2008-09 33,789 26,439 78.3 66

2009-10 33,837 25,701 75.9 74

* “Individuals contributing” includes non-Rotarians who contributed to APF-SHARE during the Rotary year. **Data for 2005-06 does not differentiate between Rotarians and non-Rotarians *** Certain recalculations have been made to prior years’ figures to conform to the 2009-10 presentations

* Clubs with contributions to APF-SHARE


Paul Harris Society The Paul Harris Society is a district-administered donor recognition program for Rotarians who wish to contribute $1,000 or more annually to the Annual Programs Fund, Humanitarian Grants Program, or PolioPlus. As of 30 June 2010, 230 districts in 25 countries/geographical areas reported having Paul Harris Societies, with over 7,000 members. Although less than 2% of Rotary Foundation supporters are members of the Paul Harris Society, their contributions represent roughly 30% of all Annual Programs Fund contributions for the year. The Paul Harris Society has been, and will continue to be, one of the most important contribution levels and appreciation programs. At their April 2010 meeting, the Trustees reaffirmed the Paul Harris Society as a district-administered recognition program, recommending that all districts establish and promote the society. The Trustees also approved a standardized Paul Harris Society pin to be made available through RI licensees.

TRF-DIRECT TRF-Direct Donations (TRF-DIRECT), the Foundation’s recurring giving program, allows Rotary Foundation supporters to

• Select the most convenient means of contributing electronically (checking, savings, or credit card)

• Choose the amount and frequency (monthly, quarterly, or annually)

• Choose to contribute to the Annual Programs Fund or PolioPlus Participation in TRF-DIRECT increased 27% to 3,433 participants in 2009-10. The average gift was $367. TRF-DIRECT participants contributed a combined total of $1,263,933 in 2009-10. In addition, TRF-DIRECT is now being administered in Australia with 398 participants, an annual average gift of US$271, and a combined contribution total of $107,934.

TRF-DIRECT Participants

Average Annual Gift

Number of $1,000+ Donors

2005-06 2,007 $321.00 212

2006-07 2,658 $365.83 404

2007-08 2,283 $322.27 448

2008-09 2,698 $489.91 539

2009-10 3,081 $367.02 670


Planned and Major Gifts

The Rotary Foundation’s Major Gift Effort

The Rotary Foundation launched the Permanent Fund Initiative in 1996 to build a strong endowment that would ensure a secure future for Foundation programs. The initial PFI goal of $200 million was surpassed in 1999, six years ahead of schedule, building a strong base for the subsequent goal of $1 billion by 2025. To date, $625.7 million has been raised toward the goal. TRF major gifts include individual outright and one-time gifts of cash, securities, real estate, or other assets valued at $10,000 or more. The Permanent Fund also includes expectancies through estate plans and other commitments.

TRF received 626 new major gifts in 2009-10, a 13.6% increase compared to the previous year. The $133.5 million (face value) worldwide total, including $110 million of the challenge gift from the Bill & Melinda Gates Foundation, has an average gift amount of $213,259, a 13.5% increase from 2008-09. Excluding the gifts from the Gates Foundation in both years, the average major gift of $37,540 was a 12% decrease from 2008-09.

Total Amount Face

Value

(in US$millions) Number of Gifts

2004-05 $80.0 400

2005-06 98.0 490

2006-07 115.0 560

2007-08 131.0 644

2008-09 103.5 551

2009-10 133.5 626

Major Gift Growth 2009-10

Number

of Gifts

Permanent Fund 178

APF-SHARE 226

PolioPlus 93

Matching Grants** 46

Multiple Purpose

Gifts*** & Other

83

Major Gifts by Fund 2009-10*

* Includes face value of life income agreements

and outside charitable trusts

** Includes one 3-H Grant

*** Includes donors who made a major gift but asked that it be used for multiple purposes

(e.g., split between Permanent Fund and APF)


Major Gifts Worldwide 2009-10

The top five giving countries, based on number of major gifts to TRF in 2009-10, are listed below. Gifts to TRF from the United States accounted for nearly half of the major gifts made worldwide. India showed the most significant growth over the past year, with an 85.1% increase in the number of gifts and a 61.1% increase in dollar amount.

Donors Gifts

Total % Change Amount

%

Change

USA 218 -8.8 $119,675,661 31.4

India 137 85.1 5,329,265 61.1

Taiwan 70 34.6 1,460,000 -16.7

Korea 45 7.1 1,007,154 -10.1

Japan 33 -8.3 828,368 12.0

Major Gifts by Level

The number of major gifts to TRF continues to be strong, despite the worldwide economic downturn. The highlight of the year was the continuing strength in the number of $1 million or more gifts; for the second year in a row, TRF received three contributions of $1 million. Contributions of $500,000 or more accounted for $114,875,978, or 86% of total dollars received in the form of major gifts.

10K-

24,999

25K-

49,999

50K-

99,999

100K-

499,999

500K-

999,999 1M+

2004-05 270 64 31 22 9 3

2005-06 352 75 33 20 3 4

2006-07 381 85 45 39 6 2

2007-08 440 95 47 51 5 6

2008-09 381 87 39 36 2 6

2009-10 456 86 34 41 6 3


Solicitations

Major gift activity hinges on TRF’s ability to identify, cultivate, and solicit qualified prospects with financial capacity and an interest in Rotary’s programs. Major gift work is based on a time-intensive process of relationship building. Every major gift solicitation is unique, based on the donor, his or her interests, the timing of the gift, the current needs of the Foundation, and a number of other factors. Often, gifts solicited in a particular year may not be immediately realized. Therefore, such cultivation activities realize benefits for years to come.

In 2009-10, 518 documented solicitations were made by Rotary volunteers and staff. The total dollar amount solicited was approximately $76.4 million (see chart on page 13). This represents a 158% increase in the number of solicitations made to prospective donors and a 98% increase in the amount of funds solicited.

Ambassadorial Scholarships 2%

Annual Programs Fund 25%

Donor Advised Fund 3%

Humanitarian Programs 0%

Permanent Fund SHARE 32%

Permanent Fund World Fund 14%

Polio 10%

Rotary Peace Centers 4%

Multiple purposes 10%

Ambassadorial Scholarships 2%

Annual Programs Fund 5%

Donor Advised Fund 2%

Humanitarian Programs 0%

Permanent Fund Children’s Fund 0%

Permanent Fund SHARE 21%

Permanent Fund World Fund 17%

Polio 34%

Rotary Peace Centers 4%

Multiple purposes 15%

2009-10 Solicitation by Program Type (%) 2009-10 Solicitation by Dollar Amount (%)


Proposal Type

Total

Solicitation

Amount

Number of

Solicitations

Ambassadorial Scholarships $1,250,500 10

Annual Programs Fund 4,087,928 124

Donor Advised Fund 1,510,000 18

Humanitarian Programs 0 0

Permanent Fund Children’s Fund 110,000 2

Permanent Fund SHARE 15,979,200 162

Permanent Fund World Fund 13,140,000 73

Polio 25,690,584 53

Rotary Peace Centers 3,232,648 23

Multiple purposes 11,440,500 53

Total $76,441,360 518

2009-10 Solicitations by Dollar Amount & Number

Realized Estates

During 2009-10, 124 estates made distributions to TRF, 47 of which were major gifts. Most individuals designate their final estate gift to the Permanent Fund, which will continue to provide support to the programs of TRF by generating spendable earnings each year, pending market performance and Trustees policy. This year, 113 of the 124 realized estate gifts to TRF went to the Permanent Fund.

Although some of these gifts were unexpected, many donors were acknowledged as Benefactors or Bequest Society members during their lifetimes. Rotarians and other supporters of the Foundation are encouraged to notify the Foundation that they have included in their final estate plans. Such notification encourages the active support and participation of bequest donors, stimulates an increased pattern of giving, ensures the contributions will be used as intended, and allows TRF to recognize those whose generosity serves the advancement of Foundation programs.

Major Gifts from Realized Estates

Total dollar

amount

Number of

Gifts

2004-05 $3,734,217 46

2005-06 2,777,575 34

2006-07 3,542,837 40

2007-08 3,177,262 44

2008-09 5,101,712 69

2009-10 4,942,065 47


Endowed Funds within the Permanent Fund

An endowed gift is a contribution made to the Permanent Fund. The principal is invested and a portion of the income is made available for specific TRF programs as determined by the donor when setting up the gift. Endowed funds are critical to the long-term stability of TRF, working to ensure funding to support TRF programs in perpetuity. Donors who wish to create a legacy may choose to make gifts of $25,000 or more to the Permanent Fund to establish a fund in their name.

As of 30 June 2010, there were 745 endowed funds in the Permanent Fund, totaling $168.9 million (gift value). Of these, 44 were established in 2009-10 with new contributions totaling $2.0 million.

India 23

USA 10

Korea 3

Taiwan 2

Argentina 1

Bangladesh 1

Hong Kong 1

Japan 1

Malaysia 1

Pakistan 1

2009-10 New Endowments by Country/ Geographical Area

Permanent Fund New Endowments

SHARE 38

World Fund 4

Rotary Peace Centers 1

Matching Grants 1

2009-10 New Endowments by Spendable Earnings


Life Income Agreements

Rotarians and others establish life income agreements when they wish to receive benefits now and into the future, and to leave a legacy with The Rotary Foundation.

The donor receives a U.S. charitable tax receipt for a portion of the face value of the gift. In return for the gift, the beneficiary receives scheduled payments for a period of time. Generally, at the death of the last beneficiary, the residuum is transferred to the Permanent Fund. As of 30 June 2010, The Rotary Foundation held more than $24.4 million in life income agreements, and $5.6 million had been transferred to the Permanent Fund as the result of matured life income agreements.

In 2009-10, the total face value of all life income agreements established was $719,412.

Charitable

Remainder

Trust

Charitable

Gift Annuity

# of

Charitable

Remainder

Trusts*

# of

Charitable

Gift

Annuities

2005-06 $2,118,356 $840,494 14 21

2006-07 1,470,752 1,775,610 17 41

2007-08 2,019,049 1,140,901 13 26

2008-09 6,100 1,513,893 3 27

2009-10 162,987 556,155 6 13

Life Income Agreements

* Includes additions to unitrusts that had been previously established.


Bequest Society

An individual or couple who places The Rotary Foundation in an estate plan for $10,000 or more qualifies for membership in the Bequest Society.

Average

Commitment

Size

Number of

New

Commitments

Total Value of

New

Commitments

Per Year

Total Value of

Commitments

2005-06 $41,821 622 $26,172,400 $209,021,690

2006-07 47,171* 680 32,076,091 241,097,781

2007-08 44,236 585 25,878,133 268,770,488

2008-09 49,113 524 25,735,597 294,506,085

2009-10 45,579 537 24,475,665 318,981,750

Bequest Society Commitment

* This figure differs from the figure reported in the 2006-07 Fund Development Annual Report on Operations, which was the average of all-time Bequest Society

commitments rather than Bequest Society commitments for 2006-07.

As part of its financial planning, The Rotary Foundation monitors expectancies, or future donations, to the Permanent Fund. While such gift classifications include life income agreements, life insurance, and other gift types, the bulk of expectancies are in the form of bequests from Bequest Society members, Benefactors, and others. Expectancies to the Permanent Fund totaled $438.5 million as of 30 June 2010.

Donor Advised Fund

The Rotary Foundation Donor Advised Fund (TRF DAF) has grown exponentially since its inception in 2002. A donor advised fund account is similar to an investment account, earmarked exclusively for charitable giving. Following an initial irrevocable contribution of $10,000 or more, TRF DAF holders may recommend grants to any IRS-approved charitable organization, including TRF. In return for offering this service to Rotarians, each account annually transfers $250 or 1% of the 1 July fair market value (FMV) to the Annual Programs Fund. When individual accounts close, 50 percent or more of the FMV is transferred to the Permanent Fund.

A strong FMV and steady establishment of accounts are a testament to TRF DAF’s popularity. During 2009-10, the fund grew by nine new accounts, received $3.8 million in contributions, and granted or transferred $1.2 million.

TRF DAF is meeting a need, as signified by its progress. Rotary clubs and individuals want to offer charitable tax deductions to donors and ensure the funds are professionally managed. TRF DAF is a cost-effective way for Rotarians to achieve their charitable-giving goals.


Contribu-

tions

Grants &

Transfers

Fair Market

Value

# of

Accounts

2005-06 $5,054,804 $1,948,091 $5,823,838 71

2006-07 5,454,715 6,395,916 5,569,200 96

2007-08 2,408,188 1,688,603 6,307,670 119

2008-09 2,106,988 1,696,000 6,206,256 134

2009-10 3,806,147 1,293,779 9,085,828 143

TRF DAF

Rotary Peace Centers Major Gifts Initiative

The Rotary Centers for International Studies in peace and conflict resolution program was accepted as a permanent program with its own approved major gifts fundraising initiative in October 2005. At that time, the Trustees adopted a plan to raise a cumulative amount of $95 million in named and endowed support to cover Rotary Peace Fellowship expenses by 30 June 2015. As of 30 June 2010, $45.7 million (face value) had been raised or committed in support of the Rotary Peace Centers.

Type of Donation Contribution

Number of Gifts

& Commitments

Life Income Agreements $25,000 1

Bequests* 1,140,000 10

Outright Gifts 1,816,986 369

Major Gifts and Commitments to Rotary Peace Centers in 2009-10

* Includes life insurance commitments

Type

Amount

(US$ millions) Number

Life Income Agreements $6.2 36

Bequests* 17.4 60

Outright Gifts 20.3 2,281

District Designated Funds 1.8 123**

Cumulative Gifts and Commitments to Rotary Peace Centers

* Includes life insurance commitments

** Districts


2009-10 Arch C. Klumph Society Inductees District

Donald F. and LaVonne Blackburn 6970

Margaret M. and William E. + Bloomfield, Sr. 5280

William E. Bloomfield, Jr. 5280

Sheng-Chien Chang and Hsiang C. Chang 3500

James and Lisa Shiu-Li Chen 3480

Yau-Fang Chen 3520

Carl and Jean Chinnery 6040

Lenore Combs 5340

Dennis L. and Catherine E. Crawford 7300

Roberto Luiz and Eliane Barroso Filho 4420

Edward T. Hager 5240

Jack and Vivian M. Harig 6630

Yen-Shen (Fred) Hsieh 3480

Shui-Sen and Pei-Tsen Hsu 3480

Marie S. Ingalls + 6860

Nancy T. and M. Albin Jubitz, Jr. 5100

Masahiro and Michiko Kuroda 2830

Anne L. and Christopher Lewis 7930

Wilton D. and Martha Looney 6900

Barbara Maves 6560

Brett M. Mitchell + and Yao-dong Tuan + 9600

William Thomas Ratliff, Jr. 6860

Martha and Carlos E. Sandoval 4130

Robert D. and Jean E. + Selinger 5320

Gene M. and Charlotte Sellers 6860

Keikichi Utsumi and Lydia Tanioka de Utsumi 4890

William W. and Jean Wilson 7680

Emilio T. Yap 3800

Karien Ziegler 7470

Donor Relations

Arch C. Klumph Society The Arch C. Klumph Society recognizes donors whose contributions equal or exceed $250,000. The following members were inducted into the society in 2009-10.

+ Deceased


Donor Recognition Events at the 2010 RI Convention

Three donor recognition events were held in conjunction with the 2010 RI Convention in Montréal, Quebec, Canada.

The 2010 Arch C. Klumph Society Dinner took place at the Musée des beaux-arts de Montréal. Hosted by Rotary Foundation Trustee Chair Glenn E. Estess Sr., this high-profile event was the society’s sixth event

held at a convention. RI President John Kenny attended, along with 130 society members.

Trustee Chair-elect Carl-Wilhelm Stenhammar hosted the 2010 Major Donor Dinner and Dance at the Fairmont Queen Elizabeth Hotel. Over 850 Major Donors and Rotary senior leaders attended the event.

The 2010 Bequest Society Reception was held at the Parquet at the Centre CDP Capital. The reception was attended by over 300 Bequest Society members and Rotary senior leaders.

Donor Relations Communications At the heart of Donor Relations’ mission is communication with the Foundation’s most generous donors. Through continually enhanced stewardship of this group, the department seeks to strengthen each donor’s connection with and commitment to TRF’s programs. Communications produced in the department include personalized letters of thanks to Rotary Peace Centers donors, an annual report mailing, and an Arch C. Klumph Society stewardship report.

Rotary Foundation Trustee Vice-Chair John and Judy Germ attend the 2010

Major Donor Dinner and Dance. Credit: Alyce Henson/ Rotary International


TRF Programs

Ambassadorial Scholarships

Since 1947, more than 41,000 scholars from over 130 countries have received Ambassadorial Scholarships at a cost of more than $532 million. Scholars must study in a country other than their own, serving as unofficial ambassadors of goodwill. When they return home, scholars share their experiences with their sponsor Rotarians and others, which promotes a greater understanding of their host country.

• Increasing awareness of and respect for cultural differences by sending ambassadors of goodwill to study in another country

• Instilling in scholars the Rotary ideal of Service Above Self through active participation in Rotary service projects

• Encouraging scholars to dedicate their personal and professional lives to improving the quality of life for the people of their home community and country

• Developing leaders who can address the humanitarian needs of the world community

• Affecting all areas of the world through a balanced geographical distribution of scholars

• Encouraging Rotarians worldwide to increase the educational opportunities for scholars from low-income countries

• Fostering a lifelong association between Rotary and its scholars

History of Ambassadorial Scholarships Includes world-competitive scholarships

Program awards for 2009-10 totaled $15.3 million

Scholarship

Type

2008-09 2009-

10

%

Change

Academic-

Year

462 493 +7%

Cultural 127 156 +23%

Multiyear 62 62 0%

Total 651 711 +9%

Program Objectives

The Ambassadorial Scholarships program supports the Foundation’s mission to advance world understanding and peace by:

Award Totals

Male

33%

Female

67%

Scholars by Gender (%)


The Ambassadorial Scholarships program supports the Foundation’s mission to advance world

Scholars Sponsored 2009-10

In 2009-10, 53 percent, or 285, of the 534 Rotary districts worldwide sponsored Ambassadorial Scholars.

Country

Scholars

Sponsored

Amount

Awarded

USA 299 $6,379,000

Japan 125 2,915,000

Korea 53 1,166,000

Germany 36 843,000

Italy 35 790,000

Top Five Sponsor Countries

Scholars Hosted 2009-10

In 2009-10, 53 percent, or 285, of the 534 Rotary districts worldwide sponsored Ambassadorial Scholars.

Country

Scholars

Hosted

Amount

Awarded

USA 150 $3,255,000

England 102 2,388,000

Australia 38 839,000

France 32 650,000

South Africa 22 528,000

Spain 22 439,000

Top Five Host Countries

Scholar Study Fields

The Foundation encourages districts to select scholars with study fields that have a humanitarian impact. The following chart includes study fields only for academic-year and multiyear scholars.

Study Field Scholars

%

Study Field Scholars

%

International relations 17 Medicine 4

Development studies 8 Foreign languages 3

Public health 7 Music 4

Business 7 Literature 3

Law 5 Economics 3

Cultural studies 4 Political science 3

Humanities 4 Other 28


Scholarships Fund Pool for Low-Income Countries The Scholarships Fund Pool for Low-Income Countries, which provided study-abroad opportunities for scholars from poorer countries, was suspended starting in 2010-11.

Donated Scholarships Each year, districts donate an Ambassadorial Scholarship to another district or a non-Rotary country. Most donated scholarships are given to low-income countries, with the stipulation that the scholar must attend a study institution in the donating district. In 2009-10, seven scholarships were donated.

Rotary Grants for University Teachers The Rotary Grants for University Teachers program provided funds to college and university faculty to teach relevant subjects at institutions of higher learning in developing countries. Prior to the phase-out of the program in the 2010-11 year, approximately 500 grant recipients from more than 25 countries had participated in it, with awards totaling more than $5.4 million. Grant recipients taught subjects that had a practical application and positive impact on the development of the host country, such as economic development, international relations, public health, and education. These flat grants were for $13,000 or its equivalent for 3 to 5 months of service, and $24,000 or its equivalent for 6 to 10 months of service.

Helping Low-Income Countries

Rotary Grants for University Teachers

The objectives of the Rotary Grants for University Teachers program were to

• Build understanding while strengthening higher education in low-income countries

• Promote the exchange of teaching methods and ideas between teachers at grant recipients’ home and host institutions

• Advance development in low-income countries

The program blended two of TRF’s most important emphases — education and volunteer service — by

having teachers:

• Serve as outstanding ambassadors of goodwill to Rotary clubs and districts

• Share their experiences with the people of their home and host countries

Program Objectives

Award Totals

2008-09

2009-10

% Change

3- to 5-month grant 19 22 +16%

6- to 10-month grant 3 5 +67%

Total 22 27 +23%

Rotary Grants for University Teachers

Each year, approximately 10 percent of university teacher grants are relinquished for various reasons. The above totals

represent the number of teachers who taught abroad after

relinquishments were taken into account.


11 year,

Fields Taught by University Teachers

Field Teachers %

Physical & natural

sciences

30

Psychology & sociology 19

Education & literacy 11

Foreign language &

cultural studies

11

Other 29

Female

44%Male

56%

University Teachers by Gender (%)

USA 75

Korea 7

Canada 7

Other 11

University Teachers by Sponsor Country


Female

54%

Male

46%

Group Study Exchange Established in 1965, the Group Study Exchange program is a unique educational experience for young business and professional people between the ages of 25 and 40. Approximately 70,000 people have participated in GSE, making it the Foundation’s widest-reaching program, with an estimated $100 million-plus in total program awards. GSE teams spend four to six weeks abroad observing their own professions in their host country while exchanging information about their home country and experiences.

• Vocational activities that give team members the opportunity to observe their vocations being practiced in another country

• Experiences that enable participants to study another country and its people, culture, and institutions

• Fellowship opportunities that encourage team members and hosts to meet, communicate, and live with one another

• Rotarian involvement that offers participants specific, practical, and meaningful opportunities for international service

Program Objectives

The Group Study Exchange program is designed to enhance international understanding and goodwill through:

History of Group Study Exchange Teams

Program awards for 2009-10 totaled $4.4 million

Award Totals 2008-09 2009-10 % Change

World Fund Teams 498 503 +1

Second (DDF) Teams 67 69 +3

Total 565 572 +1

Group Study Exchange

Each year, approximately 1 percent of exchanges are canceled for various reasons. The totals above represent the number of teams and

enhancements utilized after cancellations.

GSE Team Members by Gender

Percentages include Team Members and Team Leaders


specific, practical, and meaningful

Vocation/

Profession

Team Members/

Leaders %

Management/

administration

34

Education 14

Public service &

social work

10

Engineering,

science &

computer science

8

Media, arts &

journalism

5

Medicine 8

Legal 3

Finance 3

Sales & marketing 4

Other 11

Vocational Distribution of GSE Participants

Since 2004, Rotarian and former GSE team member Dr. Subodh Kumar Singh has been involved with Smile Train, an organization that performs reconstructive surgery on children with cleft lip or palate. In 2008, he treated an eight-year-old Indian girl who became the subject of the Academy Award-winning short documentary Smile Pinki. The film by director Megan Mylan shows how the surgery changed Pinki’s life forever, transforming her from a social outcast in her village into a young girl fully accepted by her peers. Singh, Pinki, and Mylan flew to Los Angeles in early 2009 to accept the Oscar. Singh, who is a member of the Rotary Club of Varanasi Midtown , has performed more than 13,000 surgeries and sees an average of about 20 patients a day, enabling thousands born with a cleft lip or palate to smile as brightly as Pinki.

Dr. Subodh Kumar Singh and Pinki. Credit: AP News Wire.

Stories of Success


Rotary Peace Centers In 1999, The Rotary Foundation Trustees approved a plan to establish Rotary Centers for International Studies in peace and conflict resolution at leading universities worldwide. The Rotary Peace Centers initiative stemmed from a longtime dream of Rotarians for a Rotary university or academy dedicated to peace, understanding, and goodwill. Currently, the six Rotary Peace Centers listed below offer master’s degrees in peace and conflict studies or a related area:

Duke University/University of North Carolina at Chapel Hill, USA

International Christian University, Tokyo, Japan

Universidad del Salvador, Buenos Aires, Argentina

University of Bradford, England

University of Queensland, Brisbane, Australia

University of California, Berkeley, USA

A professional development certificate course is offered at the Rotary Peace Center at Chulalongkorn University, Bangkok, Thailand.

More than 500 peace fellow alumni from over 90 countries have completed this program.

• Advance research, teaching, publication, and knowledge on issues of peace, goodwill, causes of conflict, and the promotion of world understanding

• Provide educational opportunities for Rotary Peace Fellows, chosen from various countries and cultures, to advance knowledge and world understanding among potential future leaders

of government, business, education, media, and other professions

• Establish a program to enhance the effectiveness of TRF and the clubs of Rotary International in promoting greater tolerance and cooperation among peoples, leading to world peace and understanding

Program Objectives

The Rotary Peace Centers program has been identified as a major educational priority in achieving TRF’s mission of world understanding and peace. The objectives and purposes of the Rotary Peace Centers are to:

Program Funding

The Rotary Peace Fellows program continues to rely on Rotary districts worldwide for funding. All districts are encouraged to make District Designated Fund allocations in any amount to the fund that supports the Rotary Peace Centers program. Districts that annually contribute $25,000 in DDF receive recognition as Rotary Peace Centers Peacebuilder Districts. The Rotary Peace Centers program also relies on Major Gifts to the Permanent Fund.

The Rotary Foundation has implemented the Rotary Peace Centers Major Gifts Initiative to raise $95 million by 2015 to fully endow the Rotary Peace Centers with restricted outright gifts to the Permanent Fund. As of 31 March 2010, approximately $45 million had been raised in gifts of $250,000 or more.

2010 RI Convention in Montréal Although the next Rotary Peace Symposium is not scheduled until 2012, peace and peace building constituted a major theme at the 2010 RI Convention in Montréal. Marios Antoniou, a 2008-10 Rotary Peace Fellow, spoke to a packed plenary hall about his experience teaching peace in his home country of Cyprus. Convention keynote speakers included Queen Noor of Jordan and Nobel Peace Prize nominee Greg Mortenson.


Establish a program to enhance the

Rotary Peace Fellows

Class VII,

2008-10

Class VIII,

2009-11

Class IX,*

2010-12

Total fellows selected 60 60 100

Citizenship

(number of countries

represented)

33

33

90

Low-income country

citizenship (%)

47

35

42

Gender (%) Female, 48

Male, 52

Female, 67

Male, 33

Female, 63

Male, 37

Average age 30 30 31

Comparison of Classes VII, VIII, and IX at the time of selection

*In 2009, the Rotary Peace Centers program began combining participant statistics for both

the master's and short-term development programs.


Alumni Relations The Rotary Foundation Alumni Network

The mission of The Rotary Foundation Alumni Network is to engage and connect program participants, alumni, and volunteers and to celebrate their experiences and achievements. The aim is to establish a mutually beneficial and enduring relationship between the Foundation and its program participants, alumni, volunteers, and friends.

Rotary Foundation alumni associations, which totaled more than 60 at the end of 2009, play an important role in the network. These groups primarily engage in Rotary service and act as mentors to future Educational Programs participants.

Rotary Foundation Alumni

Snapshot of alumni added during select years

1947-48

1957-58

1967-68

1977-78

1987-88

1997-98

2007-08

2008-09

2009-10

Ambassadorial Schol-

arships

18

125

168

787

1,294

1,345

673

655

711

Group Study Exchange 224 621 1,789 2,326 2,756 2,720 572

Rotary Grants for

University Teachers

35

19

21

27

Rotary Centers for In-

ternational Studies

88

93

60

Rotary Alumni Celebration The third Rotary Alumni Celebration was held 19 June 2010 as an unofficial affiliated preconvention event of the RI Convention in Montréal. A total of 219 alumni and Rotarians registered for this event, including approximately 75 non-Rotarians. Foundation alumni from the United States and Canada constituted the largest contingent, but other countries, including Germany, Japan and Australia, also were well represented. Highlights included a keynote address from Ambassadorial Scholar alumnus Donald Bobiash (http://www.rotary.org/en/MediaAndNews/News/Pages/100505_news_bobiash.aspx), director-general for Africa at Foreign Affairs and In-ternational Trade Canada. He spoke about his experiences in that position, as the Canadian high commis-sioner to Ghana, as ambassador to Togo, and as an Ambassadorial Scholar. The celebration also featured re-marks from Peter Kyle (http://www.rotary.org/en/MediaAndNews/News/Pages/conv10june20_Kyle.aspx), former lead counsel at the World Bank and recipient of the 2009-10 Global Alumni Service to Humanity Award. Foundation alumni are invited to celebrate with past, current, and future Rotary officers before the 2011 RI Convention in New Orleans at the Rotary Reunion, 20-21 May.


Humanitarian Grants

Grant Type

Number of Grants

Approved

Total Grant Awards

Approved

Number of

Grants

Awarded

Total Grant

Awards

District Simplified Grants 406 $8,380,368 404 $7,963,039

Health, Hunger and Humanity (3-H)

Grants 7 1,000,000 7 1,416,772

Matching Grants (World Fund & DDF) 2,237 35,532,053 2,220 34,891,899

Total 2,648 $44,912,421 2,631 $44,271,710

Some of the data in the Annual Report on Operations will not tie directly to the audited financial statements or Annual Report. Given that this is an operations report, it is intended to show all aspects of the Foundation’s grant-making activities. In this way, the reader

can understand the total operational impact of the Foundation’s grant-making activity and not merely those grants that were actually

paid in 2009-10. The Annual Report on Operations figures are not audited.

Overview of Grants in 2009-10

District Simplified Grants District Simplified Grants are a tool for Rotary districts to support short-term, humanitarian projects that

benefit the community. Districts can request up to 20 percent of their District Designated Fund (based on

annual giving three years prior) for one grant per Rotary year to support multiple projects locally or

internationally.

Average approved grant award $20,641

Number of countries receiving grants 46

Number of reports received 492

Number of grant files closed 376

2009-10 Overview


USA 140

Japan 33

Brazil 28

Australia 21

Republic of 17

Top Five Recipients (Number of Grants)

USA $3,602,36

Japan 1,000,820

Korea 761,581

Canada 415,858

India 343,429

Top Five Recipients (Amount of Grants)

District Simplified Grants The purpose of Health, Hunger and Humanity (3-H) Grants is to improve health, alleviate hunger, and enhance human and social development as a means of advancing international understanding, goodwill, and peace. Through this program, the Foundation provides major grants for integrated, large-scale, sustainable, international development projects. The emphasis is on supporting Rotarians who are assisting those who are working to improve the quality of life for themselves and their communities. The budget for Health, Hunger and Humanity (3-H) Grants was also greatly reduced and during 2009-10 and only supported projects that were part of the RI/USAID International H2O Collaboration to improve water and sanitation in the Dominican Republic, Ghana, and the Philippines.

Number of grants approved 7

Total grant awards (World Fund &

DDF)

$1,416,772

Total project funding $2,034,564

Number of reports received 48

Number of grant files closed 7

2009-10 Overview


Through Matching Grants, The Rotary Foundation matches contributions raised by Rotary clubs and districts

for international humanitarian service projects. Matching Grant projects are based on international

partnership; Rotary clubs and districts in at least two countries must work together to plan, implement, and

complete the project. Awards for these grants range from $5,000 to $200,000 and help fund a wide variety of

humanitarian projects.

Matching Grants

Number of grants approved 2,237*

Total approved World Fund awards $11,675,429

Total approved project funding $57,105,266

Average approved World Fund grant $12,514**

Number of countries receiving 131

Number of reports received 2,937

Number of grant files closed 2,182

2009-10 Overview

*Of the 2,237 grants approved, 1,304 did not receive a World

Fund match from The Rotary Foundation.

**Average approved World Fund award amount is based on the

933 grants receiving a TRF World Fund award in 2009-10.

Type of Project

Number of

Projects

Water and sanitation 445

Community development 294

Medical equipment 215

Education 161

Medical/dental services 118

Country Number of

India 305

Mexico 139

Philippines 108

Brazil 94

Uganda 90

Top Five Project Types Top Five Recipient Countries


Grant Activity by Country In 2009-10, humanitarian grants were approved for Rotary clubs and districts in 131 countries and geographical areas.

Country/Geographical

Area Grants

Approved

Total

Award

Amount

Afghanistan 5

Algeria 2

Anguilla 1

Antigua and Barbuda 1

Argentina 41

Armenia 2

Australia 5

Austria 1

Bahamas 2

Bangladesh 9

Belgium 2

Belize 12

Benin 8

Bolivia 19

Bosnia and 6

Botswana 1

Brazil 94

Bulgaria 1

Burkina Faso 11

Burundi 1

Cambodia 16

Cameroon 10

Canada 1

Cape Verde 1

Cayman Islands 1

Central African 1

Chile 11

China, People's 13

Colombia 28

Congo, The Democ- 8

Cook Islands 1

Costa Rica 7

Côte d'Ivoire 6

Croatia 2


Area Grants

Approved

Total

Award

Amount

(US$)*


Cyprus 1

Czech Republic 1

Dominican Republic 28

Ecuador 46

Egypt 10

El Salvador 14

England 2

Estonia 4

Ethiopia 17

Fiji 1

France 5

Gambia 2

Germany 1

Ghana 21

Guatemala 56

Guinea-Bissau 1

Guyana 1

Haiti 15

Honduras 49


Area Grants

Approved

Total

Award

Amount

(US$)*

Hungary 2

India 305

Indonesia 54

Israel 7

Italy 11

Jamaica 11

Japan 5

Jordan 4

Kazakhstan 1

Kenya 67

Kiribati 1

Korea, Republic of 59

Kosovo 2

Kyrgyzstan 2

Latvia 1

Lebanon 9

Lesotho 1

Liberia 6

Lithuania 5


Area Grants

Approved

Total

Award

Amount

(US$)*


Madagascar 19

Malawi 13

Malaysia 4

Mali 8

Mauritania 1

Mexico 139

Micronesia, Feder- 3

Moldova 2

Mongolia 8

Montenegro 1

Morocco 10

Mozambique 6

Namibia 8

Nepal 39

New Zealand 1

Nicaragua 8

Niger 7

Nigeria 47


Area Grants

Approved

Total

Award

Amount

(US$)*

Palau 1

Panama 5

Papua New Guinea 5

Paraguay 5

Peru 29

Philippines 108

Poland 8

Portugal 9

Puerto Rico 1

Romania 26

Russian Federation 6

Rwanda 7

Scotland 1

Senegal 9

Sierra Leone 5

Slovakia 1

Solomon Islands 2


Area Grants

Approved

Total

Award

Amount

(US$)*

Pakistan 16 19,977

South Africa 79

Spain 1



Area Grants

Approved

Total

Award

Amount

(US$)*

Sri Lanka 26

Sudan 3

Suriname 2

Swaziland 4

Taiwan 62

Tanzania, United Re- 29

Thailand 82

Timor-Leste 3

Togo 14

Tonga 3

Trinidad and Tobago 1

Tunisia 3

Turkey 29

Uganda 90

Ukraine 10

United States 29

Uruguay 2

Vanuatu 1

Venezuela 2


Area Grants

Approved

Total

Award

Amount

(US$)*

Zambia 22

Zimbabwe 14

Total 2237 $35,532,053

* The total award amount for approved Matching

Grant projects provided includes both DDF contribu-

tions and World Fund award.


Additional Functions of The Rotary Foundation

In 2009-10, the Office of the General Manager of The Rotary Foundation (TRF) handled a host of addi-tional functions for The Rotary Foundation:

• Contact Center

• Donor recognition

• Regional Rotary Foundation coordinators

• Trustee awards

• Foundation’s international office staff liaison

• General Foundation publications

• District Rotary Foundation committee chair appointments

• Coordination of Foundation events at the International Assembly and RI Convention

Contact Center In 2009-10, the Contact Center recorded 60,379 contacts (up slightly from last year’s 60,020), specifically:

• 28,219 calls, or 47 percent of all contacts (the most ever in a single Rotary year, up from last year’s 27,582)

• 32,160 written contacts, or 53 percent of all contacts (down slightly from last year’s 32,438) The scope of the Contact Center changed on 1 July 2010. The Contact Center is no longer limited to The Rotary Foundation; agents now answer calls pertaining to Rotary International as well. Oversight of the cen-ter was transferred to Information Services on 1 July, and on 26 July, the Contact Center recorded its 100,000th call since its launch on 2 October 2006.

Donor Recognition The Rotary Foundation processes over 130,000 point transfers each year. In 2009-10, the Donor Operations group processed 54,300 Paul Harris Fellow recognitions, as well as 1,431 Major Donor, 32 Arch C. Klumph Society, and 497 Bequest Society recognition items. An ongoing project to streamline and revamp the recognition process is underway and is scheduled to be completed during the 2010-11 Rotary year.


Regional Rotary Foundation Coordinators TRF conducts the annual training for regional Rotary Foundation coordinators. At the March 2010 RRFC Training Institute in Chicago, led by Trustee Chair-elect Carl-Wilhelm Stenhammar, who was then a trustee, and moderator Carolyn Jones, 41 RRFCs were trained in preparation for the 2010-11 year. Highlights of the meeting included a powerful presentation on PolioPlus National Immunization Days by Seattle television journalist Penny LeGate, an update on polio eradication by Dr. Bruce Aylward of the World Health Organization, and an inspiring presentation by RRFC Carl Chinnery at his Arch C. Klumph Society induction ceremony. RRFC Chinnery’s story can be found here (http://www.rotary.org/en/MediaAndNews/News/

Pages/100420_news_archklumph.aspx) at www.rotary.org. TRF also provides ongoing service to the RRFCs, maintaining their dedicated website, providing the monthly Coordinator Communiqué, answering their questions, and processing expense reports.

International Office Activities TRF acts as a liaison to the Foundation staff in RI’s seven international offices. These staff members usu-ally attend the RRFC Training Institute and additional training in Chicago. In 2009-10, this travel was can-celed due to funding considerations. Several videoconferences were held during the year to keep the inter-national office staff informed and up-to-date on Foundation matters.

Office

Contributions Recognition

Receipts

Total (in US$ millions)

Points Transfers

Items Issued

South Asia* 20,788 $11.8 2,000 2,018

Japan 116,283 $15.3 1,615 8,022

Brazil 11,394 $6.1 2,178 8,042

Korea 18,236 $9.3 6,800

South Pacific & Philippines

16,820 $8.7 3,144 5,600

Southern South America

2,747 $0.8 720 646

Europe/Africa 7,500 $20.0 14,121 13,500

* The South Asia Office in New Delhi also reviews Matching Grant applications, helps close open grant projects, and monitors all Matching Grant funds for compliance with India’s foreign currency require-ments. In 2009-10, the office processed payments of $7.1 million for 285 humanitarian grants and closed 268 grants.

Trustee Awards TRF administers the Citation for Meritorious Service and the Distinguished Service Award. In 2009-10, 137 CMS applications were received, and the Trustees made 117 awards. Thirty-eight DSA applications were received, and 32 awards were made.


Publications TRF oversees the production of

• Rotary Foundation Facts (159)

• The Rotary Foundation Quick Reference Guide (219)

• Rotary Foundation Goals (208)

• District Rotary Foundation Seminar Manual (438)

• District Rotary Foundation Committee Manual (300)

• Regional Rotary Foundation Coordinator’s Manual

• The Rotary Foundation Annual Report on Operations

TRF also coordinates Foundation content for the Rotary International and Rotary Foundation Annual Re-port (187). All publications were produced on time this year. The seminar manual and committee manual are no longer printed but are distributed instead on CDs to reduce costs.

District Rotary Foundation Committee Chair Appointments

TRF tracks the three-year appointments for Foundation chairs (tracking a three-year term is not yet a func-tion in netFORUM, but we anticipate this will change in the next netFORUM upgrade). The division sends letters to district governors-elect when an appointment is available, along with a form requesting the signa-tures of the three governors under whom the DRFC chair will serve; collects the forms; and tracks resigna-tions and replacements. In 2009-10, this process went better than ever before – as of 15 July 2010, only one district still had an open DRFC chair appointment for the coming year.

Foundation Events at International Meetings

TRF works with the International Meetings Division to coordinate all Foundation events at the annual In-ternational Assembly and RI Convention. In 2009-10, the division was involved in the editing of the trus-tee chair’s speeches, including accompanying multimedia presentations, for both meetings. For the 2010 IA, TRF helped coordinate Future Vision Pilot Training and draft TRF breakout sessions. For the 2010 Mon-tréal convention, the division worked with other Foundation divisions to put together programs for work-shops and was responsible for the program for the general TRF Update. At the request of RI President John Kenny, the division acted as liaison to the office of Queen Noor of Jordan in arranging her appearance at the convention.


Stories of Success: RRFC Carl Chinnery When Carl Chinnery (Zone 31 RRFC) was appointed PolioPlus chair for District 6040 (Missouri ,USA) in 1989, he was asked to offer a recollection of polio’s impact on the lives of those afflicted with the disease. Growing up in Missouri, Chinnery and his four brothers contracted polio in the summer of 1942, and one of his brothers did not survive. It was a devastating experience for the entire family. At his induction into the Arch C. Klumph Society in March, Chinnery told the story of his family, and specifically of what his mother had endured that summer. “This is the legacy of polio,” Chinnery said, “and we must not forget. Please keep this in mind when you are giving to The Rotary Foundation [in order] to give Paul Harris Fellow recognition to someone you know and want to honor, whether it be a business associate, a

friend, or maybe even someone who has been a caregiver for a polio victim.”

RRFC Carl Chinnery at his recent Arch C. Klumph Society Induction. Credit: Rotary International.

annual report on operations - · pdf filesome number s in report are unaudited and may be...

Documents