Stewardship

Rotary awards grants for a range of activities worldwide. Total expenditures for these activities by geographic region are shown below, including original grants and those awarded under The Rotary Foundation’s new grant model.

Investments

Financial markets were largely positive in fiscal year 2013-14, generating exceptional returns of 16 percent to 17 percent each for the Annual Fund, Endowment Fund, and Rotary International’s General Fund. The Rotary Foundation’s net investment return was $108.2 million, while RI’s was $16.0 million. These returns enabled The Rotary Foundation Trustees to pay our operating expenses and fully fund our operating reserve, leaving the Foundation best equipped to weather future market downturns. Download investment reports.

In accordance with prudent investment management practices, both organizations maintain diversified investment portfolios, which include U.S. and non-U.S. stocks, global fixed-income securities, and hedge funds. The Foundation also invests in alternative assets such as real estate and private equity. Rotary’s investment programs are overseen by the Foundation’s Investment Committee, which is composed of three trustees and six Rotarian investment professionals, and the RI Finance Committee. Rotary also retains an independent investment consultant to counsel both organizations on investment matters and to monitor Rotary’s investments. All of Rotary’s funds are managed by experienced, professional investment managers.

Rotary's Rating

In 2014 The Rotary Foundation earned a top rating of four stars from Charity Navigator. In fiscal year 2013-14, only 2 percent of Foundation expenditures went to administrative expenses and 6 percent to fundraising. The Foundation directed 92 percent of its spending to programs, far exceeding the benchmarks that independent charity-rating services view as a measure of high efficiency.

Annualized Investment Returns

Funding Rotary Grants

New grant model is maximizing Rotary’s global and local impact.

Learn more