District 5580 Rotary Foundation Committee Chair. Report to the Executive Finance Committee August 15, 2015

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1 District 5580 Rotary Foundation Committee Chair Report to the Executive Finance Committee August 15, 2015 This is my first report for Rotary Year, Foundation activities since our May 7, 2015 meeting include: Year-End: See attached; TRF ly Contribution Report and Polio Plus yearend; Available DDF ; District Fundraising Profile; D DDF Year End Report; District Block Grant Report; Annual Fund and Polio giving Factsheets. o Annual Fund: Typical last minute contributions brightened the year-end with $59, received in June for a total of $262, or $86.32 per capita, up from Average over past five years was $248,671. Non Giving Clubs dropped to 6 from 7 last year. In spite of our best efforts, submitted Club Goals declined from last year s all-time low. Factsheet in Aug. Cross Currents o Polio Plus: Club and Rotarian contributions totaled $74,719.84, down from record high. Average over past five years was $94,485. There were 20 nongiving clubs up from 12 in Once again we exercised our 20% DDF option boosting the total by $22, Club and DDF contributions triggered an additional $218, in TRF World Fund and Gates Foundation matching funds, for total to Polio at $327, Factsheet in Aug. Cross Currents. o District Designated Fund (DDF) SHARE at TRF: opening balance from 50% Annual Fund contributions and Endowment Fund earnings, $115, unspent Carry Forward, $173, = $289, Expenditures including Polio Plus (20% 0ption), District Block Grant, and 4 Global Grant totaled $113,360.00, leaving a closing balance of $153, As per district qualification requirements the attached DDF Year-End Report is published in the August 2015 Cross Currents. o District Block (Grant) Grant DG : $57, (max. available) to provide 14 matching grants to 17 district clubs (including multi club collaborations), plus administrative expense was fully expended. Unspent funds, from projects and administrative, were applied to 2015 Grant Management Seminar Expenses. The spending report was approved at TRF May 28, Reporting and record keeping requirements continue as per club and district MOU. The attached District Grant Year-End Report is published in the August 2015 Cross Currents. o World Community Service Fund: funds available were approximately $72, including club assessments and $26, carry forward. One application was returned to the club as a potential Global Grant application. Four applications were approved in total $33, leaving a balance of 1

2 $38, carry forward to For details, see District Website Grants , quarterly meetings. Subcommittee Activity to date: o Fundraising: Regarding Annual Fund and Polio Plus Club goals I am very pleased to report a vast improvement in club presidents submitting goals. As of August 4 approximately 58% of clubs have submitted their Annual Fund and Polio Plus. I credit that to increased Rotary Club Central training at PETS and assistance from Diane Collins and some Assistant Governors. Foundation Goals are a valuable tool in monitoring club and Rotarian financial support. Annual Fund: Chair Jim McDonald and Administrative Secretary Diane Collins have prepared and sent a questionnaire via Survey Monkey, July to all District Rotarians to assess Annual Fund knowledge and training needs. With just 329 (10%) responding it is clear that, with respect to our ongoing efforts, there is much to be done in the area of Foundation awareness and support. The results have been shared with key district leadership to help us improve our efforts in educating our clubs and Rotarians. Endowment Fund: Paul Damberg, RC Duluth Harbortown, is succeeding long term chair Lynn Hunt. As Foundation Director at Human Development Center, with a past history of foundation service, Paul will be a great asset to our District Foundation Team and is working with the committee members to ensure our continued progress in assisting Rotarians in the area of Planned Giving. o Polio: I am very happy to announce that PDG Gary Nolte, in addition to his D Polio commitment, became Z-28 End Polio Now Coordinator, July 1 st, succeeding Jon Stillman (D-5960). Gary will be a great asset to all 12 Districts in Zone 28. A recent news release announced a four year commitment of up to $12 million from the Government of Canada in matching funds, at 2x1 for Canadian Rotary contributions to Polio Plus, with the matching funds provided to UNICEF to support the goal of eradicating Polio worldwide by A tremendous milestone in Polio eradication will be reached August 11 when Africa sees one full year without a single case of Polio caused by wild poliovirus. o Grants and Stewardship: New Grants chair Blake Crosby, RC Bismarck Far West, is succeeding David Gottenborg. David will serve as Grants advisor and, member of the Stewardship Subcommittee. Annual Planning Meeting: May 16, 2015, see minutes on District Website Grants Page. The District Spending plan, was adopted as 2

3 presented. Following review of criteria, applications, Grant Management Seminars, website, and other business; action taken is currently being implemented by the subcommittee members. Polio from DDF: A motion to contribute $26,187.00, 20% of DDF, to Polio was approved and is recommended to Executive Finance for ratification today. We have exercised the 20% option continuously since DDF to Polio continues to be matched 50% from TRF World Fund then together 2 x 1 from The Gates Foundation. This would total $104, from the three. We continue to receive special certificate of appreciation for this and if we commit 20% each year through the certification of the eradication of polio, District 5580 will be recognized in a special Polio Plus commemorative installation at Rotary International Headquarters in Evanston. District Block Grant , DG : See attached District Grant Spending Plan. With $65, available, and an extended deadline it was disappointing to receive just 7 applications (all local community service projects) involving 14 clubs (including 3 multi club collaborations) requesting $35, All seven met criteria and to maximize the grant we included; the maximum allowed Contingency $13, for additional club applications; district sponsored (DDF only) Shelter Box $13,000.00; Grant Management Seminar expense $2, and; administrative expense $1, This is in stark contrast to last year when club requests far outweighed the funds available. The block grant was approved at TRF May 28, following approval of spending plan report, with funds transferred to the district July 7. Clubs have until April 30, 2016 to claim their grant funds and must complete the project within 12 months upon receipt of funds. Global Grant Activity: See DDF year End Report. Currently we have the Duluth Harbortown Bolivia Road Construction application submitted awaiting TRF review and the Fargo Congo Leg Brace draft application being completed prior to submitting. The Lake Atitlan Washstand project has been completed with final report approved. There are 5 active Global Grant projects in various stages of completion. As well I am aware of at least 4 clubs exploring Global Grant projects. World Community Service: No new applications to date, but I am aware of some potential applications. We are fortunate to have the WCS fund and need to continue promoting it to clubs. 3

4 Club Qualification for District, Global and WCS Grants: As a follow-up to my May 7 report, 88 Rotarians from 45 (68%) Clubs were qualified by attendance at 6 Grant Management Seminars held district wide. 17 clubs are fully qualified with MOU and Addendum on file. We will refine our GMS program and continue to conduct in person seminars for the year. o Scholarship: To update my May 7 report I am very pleased to report; our first Global Scholarship Application was approved at TRF May 18 awarding Dr. Alicia Helion a $40, Scholarship for study in Gondar Ethiopia D-9212 in I congratulate Alicia, Scholarship co-chairs PDG Tom Riley and Jill Zachary and sponsor club Williston for a job well done. o Vocational Training Team: For a number of reasons we continue to struggle with initiating a VTT Global Grant. It may take some time. District Designated Fund (DDF) SHARE at TRF : See attached; TRF Available DDF NOTE; Endowment Fund earnings will not be known until Oct Opening balance from 50% Annual Fund contributions and Endowment Fund earnings is, $130, unspent Carry Forward of $153, = $284, Expenditures to date including the District Block Grant and 1 tagged Global Grant pending approval total $80,219.00, for an uncommitted balance of $204,226 Other considerations will be, Draft Application GG $18,400.00, other pending Global Grants, and the 20% Polio Option $26, proposed by the Grants Subcommittee. Continued support for District Grants and a steady increase in Global Grant activity will likely reduce the carry forward amount. We must continue to promote Annual Fund giving to maintain funds to support grants. New TRF Funding Model: As reported in past meetings the new funding model was implemented July 1, 2015, establishing the TRF reserve fund to ensure required operating cost. CRCID: NGO Canadian Rotary Collaboration for International Development is working with Canada s Department of Foreign Affairs Trade and Development (DFATD) and TRF Canada on a new 5 year agreement that will see government funds made available to Canadian Rotary Clubs and Districts for international projects. Funds will be eligible for a TRF World Fund matching Grant. I will update as I learn more Prepared August 9, 2015 Respectfully Summited; August 15, Roly Turner District 5580 Rotary Foundation Chair 4

5 Club No District: 5580 MONTHLY CONTRIBUTION REPORT Interim Results For July through June ( ) Annual Number of Goal % AF Per Name Fund Goal Members Achieved Capita Amount -- Annual Fund Other Funds Endowment Fund -- (In US Dollars) -- Total District 5580 Contributions Aitkin Lakes Area, MN, United 1427 Ashland, WI, United Bagley, MN, United 1388 Baudette, MN, United 1389 Bemidji, MN, United Bemidji Sunrise, MN, United 1414 Bismarck, ND, United Bismarck Far West, ND, United 1415 Bowman, ND, United 1390 Brainerd, MN, United Brainerd Lakes Sunrise, MN, United 1391 Breckenridge, MN, United Central Lakes-Pequot Lakes, MN, United 1392 Cloquet, MN, United 1393 Crookston, MN, United 1394 Detroit Lakes, MN, United Detroit Lakes Breakfast, MN, United 1416 Devils Lake, ND, United 0 $0.00 0% $0.00 $2, $3, $0.00 $0.00 $0.00 $0.00 $3, $0.00 0% $51.09 $0.00 $1, $0.00 $0.00 $0.00 $0.00 $1, $0.00 0% $26.67 $0.00 $ $0.00 $0.00 $0.00 $0.00 $ $0.00 0% $20.68 $0.00 $ $0.00 $0.00 $0.00 $0.00 $ $0.00 0% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $ $0.00 0% $64.40 $1, $7, $0.00 $1, $0.00 $0.00 $8, $0.00 0% $63.24 $0.00 $1, $0.00 $20.00 $0.00 $0.00 $1, $4, % $50.23 $1, $5, $25.00 $ $0.00 $0.00 $5, $0.00 0% $0.00 $0.00 $0.00 $0.00 $1, $0.00 $0.00 $1, $0.00 0% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $ $21, % $ $ $10, $0.00 $8, $0.00 $0.00 $18, $0.00 0% $35.71 $ $1, $0.00 $0.00 $0.00 $0.00 $1, $0.00 0% $38.89 $0.00 $ $0.00 $ $0.00 $0.00 $ $8, % $ $1, $9, $0.00 $1, $0.00 $ $11, $3, % $47.73 $ $1, $0.00 $4, $0.00 $0.00 $5, $2, % $35.19 $ $ $0.00 $ $0.00 $0.00 $1, $4, % $98.08 $2, $8, $0.00 $2, $ $5, $15, $4, % $71.88 $2, $4, $ $1, $0.00 $0.00 $5, $0.00 0% $31.98 $0.00 $1, $0.00 $1, $0.00 $0.00 $3, Data as of 16 July 2015 Page 1 of 5 lycontributionreportcurrent R

6 Club No District: 5580 MONTHLY CONTRIBUTION REPORT Interim Results For July through June ( ) Annual Number of Goal % AF Per Name Fund Goal Members Achieved Capita Amount -- Annual Fund Other Funds Endowment Fund -- (In US Dollars) -- Total Dickinson, ND, United 1395 Duluth, MN, United Duluth Harbortown, MN, United 1396 Duluth Skyline, MN, United Duluth Superior Eco, MN, United 1397 East Grand Forks, MN, United East Range Centennial (Biwabik), MN, United 1398 Ely, MN, United 1418 Fargo, ND, United Fargo-Moorhead AM, ND, United Fargo Moorhead PM, ND, United Fargo-West, ND, United 1399 Fergus Falls, MN, United Fergus Falls Sunrise, MN, United 1400 Fosston, MN, United 1419 Grand Forks, ND, United Grand Forks A.M., ND, United 1401 Grand Rapids, MN, United Grand Rapids Centennial, MN, United 97 $14, % $64.74 $0.00 $6, $0.00 $8, $0.00 $ $15, $0.00 0% $ $ $20, $2, $4, $0.00 $0.00 $25, $7, % $ $ $10, $0.00 $3, $0.00 $0.00 $13, $13, % $ $ $5, $0.00 $ $0.00 $0.00 $5, $0.00 0% $27.78 $0.00 $1, $0.00 $0.00 $0.00 $0.00 $1, $1, % $76.92 $0.00 $1, $0.00 $0.00 $0.00 $0.00 $1, $0.00 0% $ $0.00 $1, $0.00 $0.00 $0.00 $0.00 $1, $0.00 0% $32.86 $0.00 $1, $0.00 $2, $0.00 $0.00 $3, $8, % $96.32 $1, $7, $ $ $0.00 $0.00 $7, $0.00 0% $78.13 $ $4, $15.00 $5, $0.00 $0.00 $9, $0.00 0% $16.41 $25.00 $ $0.00 $1, $0.00 $0.00 $1, $0.00 0% $72.47 $ $5, $1, $2, $0.00 $0.00 $7, $0.00 0% $ $4, $5, $2, $2, $0.00 $0.00 $7, $0.00 0% $ $0.00 $3, $0.00 $ $0.00 $0.00 $3, $0.00 0% $90.00 $1, $1, $0.00 $0.00 $0.00 $0.00 $1, $0.00 0% $ $0.00 $7, $0.00 $ $0.00 $0.00 $7, $0.00 0% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $ $0.00 0% $ $1, $7, $ $ $0.00 $0.00 $8, $4, % $54.59 $0.00 $2, $0.00 $80.00 $0.00 $0.00 $2, Data as of 16 July 2015 Page 2 of 5 lycontributionreportcurrent R

7 Club No District: 5580 MONTHLY CONTRIBUTION REPORT Interim Results For July through June ( ) Annual Number of Goal % AF Per Name Fund Goal Members Achieved Capita Amount -- Annual Fund Other Funds Endowment Fund -- (In US Dollars) -- Total Hibbing, MN, United Hibbing-Chisholm Breakfast, MN, United 1403 International Falls, MN, United 1420 Jamestown, ND, United 1404 Little Falls, MN, United Long Prairie, MN, United 1422 Minot, ND, United Minot Sunrise, ND, United 1405 Moorhead, MN, United 25 $0.00 0% $20.00 $0.00 $ $0.00 $ $0.00 $0.00 $ $0.00 0% $ $2, $2, $0.00 $0.00 $0.00 $0.00 $2, $0.00 0% $2.56 $0.00 $ $0.00 $5, $0.00 $0.00 $5, $0.00 0% $65.80 $2, $3, $0.00 $0.00 $0.00 $0.00 $3, $ % $30.00 $ $ $0.00 $0.00 $0.00 $0.00 $ $0.00 0% $0.00 $0.00 $0.00 $1, $1, $0.00 $0.00 $1, $0.00 0% $ $0.00 $16, $0.00 $0.00 $0.00 $2, $18, $0.00 0% $70.83 $1, $2, $1, $1, $0.00 $0.00 $3, $0.00 0% $86.74 $1, $5, $ $1, $0.00 $0.00 $7, Nipigon, ON, Canada 22 $0.00 0% $ $0.00 $2, $0.00 $4, $0.00 $0.00 $6, North Shore Two Harbors, MN, United 1406 Park Rapids, MN, United 1407 Pelican Rapids, MN, United 1408 Perham, MN, United Quad Cities/Eveleth, Gilbert, Mountain Iron & Virginia, MN, United 1409 Staples, MN, United 1428 Superior, WI, United Superior Sunrise Centennial, WI, United 1410 Thief River Falls, MN, United 24 $0.00 0% $48.96 $ $1, $ $ $0.00 $0.00 $1, $6, % $ $2, $9, $ $1, $0.00 $0.00 $10, $0.00 0% $44.44 $1, $1, $0.00 $50.00 $0.00 $0.00 $1, $0.00 0% $ $0.00 $8, $0.00 $0.00 $0.00 $0.00 $8, $0.00 0% $10.83 $0.00 $ $0.00 $0.00 $0.00 $0.00 $ $0.00 0% $70.42 $1, $2, $0.00 $0.00 $0.00 $0.00 $2, $0.00 0% $ $3, $9, $ $1, $0.00 $0.00 $10, $0.00 0% $90.00 $25.00 $1, $0.00 $ $0.00 $0.00 $2, $0.00 0% $84.31 $4, $4, $ $ $0.00 $0.00 $4, Data as of 16 July 2015 Page 3 of 5 lycontributionreportcurrent R

8 Club No District: 5580 MONTHLY CONTRIBUTION REPORT Interim Results For July through June ( ) Annual Number of Goal % AF Per Name Fund Goal Members Achieved Capita Amount -- Annual Fund Other Funds Endowment Fund -- (In US Dollars) -- Total Thunder Bay (Fort William), ON, Canada Thunder Bay (Lakehead), ON, Canada 1387 Thunder Bay (Port Arthur), ON, Canada 1423 Valley City, ND, United 1411 Virginia, MN, United 1412 Wadena, MN, United 1424 Wahpeton, ND, United 1413 Walker, MN, United 1425 Watford City, ND, United 1426 Williston, ND, United 48 $3, % $ $1, $5, $0.00 $ $0.00 $88.50 $6, $1, % $62.88 $8.26 $1, $0.00 $1, $0.00 $0.00 $3, $0.00 0% $ $4, $11, $ $3, $0.00 $0.00 $14, $0.00 0% $42.40 $1, $1, $ $ $0.00 $0.00 $1, $4, % $55.10 $ $2, $1, $1, $0.00 $0.00 $4, $0.00 0% $51.35 $1, $2, $ $1, $0.00 $0.00 $3, $0.00 0% $ $ $5, $10.00 $ $0.00 $0.00 $5, $0.00 0% $71.11 $1, $3, $0.00 $0.00 $0.00 $0.00 $3, $0.00 0% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $ $0.00 0% $98.68 $ $5, $0.00 $1, $0.00 $ $6, Total For: ,041 $113, % $86.32 $59, $262, $14, $83, $ $8, $354, Contributions to The Rotary Foundation make it possible for clubs to transform lives worldwide. The following summary outlines important differences between contribution types. If you have questions, please contact Rotary International by at contact.center@rotary.org or by phone, toll-free at ROTARY ( ). Annual Fund -Designations include SHARE, World Fund and Areas of Focus -SHARE contributions -50% to District Designated Fund -50% to World Fund -Counts toward Club and District Annual Fund Goal -Counts toward Annual Fund Per Capita -PHF recognition available -Will not match the SHARE Reports Other Funds (including Fund) -Supports program selected by donor -Matching Grants -Global Grants - - Partners -Ride to End Polio -Other Approved Programs -Does not count towards Club or District Annual Fund Goal -Does not count towards Annual Fund Per Capita Endowment Fund -Contributions are invested in perpetuity -Spendable Earnings are used on programs -Donor can designate spendable earnings for -Areas of Focus -Rotary Peace Centers -SHARE -World Fund -Benefactor recognition available -PHF recognition is not available -Does not count towards Club or District Annual Fund Goal Data as of 16 July 2015 Page 4 of 5 lycontributionreportcurrent R

9 Club No District: 5580 Name MONTHLY CONTRIBUTION REPORT Interim Results For July through June ( ) Number of Members Annual Fund Goal Amount Goal % Achieved AF Per Capita -- Annual Fund Other Funds Endowment Fund -- The club and district membership counts are the starting membership figure based on July semiannual report forms, received at Rotary International by 30 September each year. They are populated once every Rotary Year (usually in November) and remains the same until the next Rotary Year. Clubs terminating during the Rotary Year, though not listed, will be included in the district membership totals. (In US Dollars) -- Total -- District Summary US$100 Per Capita District Benchmark for 3,041 Members: $304, District Annual Fund Goal (sum of all club goals): $113, Total of Annual Fund Giving for Period: $262, Total of clubs below includes only clubs active as of June 2015 and chartered prior to 01-Jul Total of clubs with Annual Fund Goals received: 18 of 66 (27.27% Received) Total of clubs with contributions to the Annual Fund: 60 of 66 (90.91% Participation) The SHARE Contribution Detail Report containing the district's SHARE summary information is available to authorized users on My Rotary at rotary.org/myrotary. Data as of 16 July 2015 Page 5 of 5 lycontributionreportcurrent R

10 POLIO PLUS DISTRICT REPORT 1 Jul-2014 to 30- Jun-2015 Interim Results for June Zone: 28 Org ID Organization Name Number of Members Club Goal Amount Goal % Prior Year Contribution All Other Funds Total -- District: District 5580 Contributions $0.00 0% $1, $0.00 $0.00 $2, $3, $3, Aitkin Lakes Area, MN, United 23 $0.00 0% $0.00 $0.00 $0.00 $0.00 $1, $1, Ashland, WI, United 30 $0.00 0% $0.00 $0.00 $0.00 $0.00 $ $ Bagley, MN, United 22 $0.00 0% $ $0.00 $0.00 $0.00 $ $ Baudette, MN, United 19 $0.00 0% $0.00 $0.00 $0.00 $0.00 $0.00 $ Bemidji, MN, United 113 $0.00 0% $0.00 $0.00 $1, $1, $7, $8, Bemidji Sunrise, MN, United 17 $0.00 0% $ $0.00 $20.00 $0.00 $1, $1, Bismarck Far West, ND, United 28 $0.00 0% $ $0.00 $1, $0.00 $0.00 $1, Bismarck, ND, United 110 $2, % $2, $25.00 $ $1, $5, $5, Bowman, ND, United 30 $0.00 0% $ $0.00 $0.00 $0.00 $0.00 $ Brainerd Lakes Sunrise, MN, United 28 $0.00 0% $0.00 $0.00 $0.00 $ $1, $1, Brainerd, MN, United 100 $2, % $1, $0.00 $2, $ $16, $18, Breckenridge, MN, United 18 $0.00 0% $0.00 $0.00 $ $0.00 $ $ Central Lakes-Pequot Lakes, MN, United 23 $0.00 0% $4, $0.00 $1, $1, $10, $11, Cloquet, MN, United 33 $3, % $5, $0.00 $4, $ $1, $5, Crookston, MN, United 27 $0.00 0% $ $0.00 $ $ $ $1, Detroit Lakes Breakfast, MN, United 60 $1, % $1, $ $1, $2, $4, $5, Detroit Lakes, MN, United 89 $1, % $1, $0.00 $2, $2, $13, $15, Devils Lake, ND, United 61 $0.00 0% $1, $0.00 $1, $0.00 $1, $3, Data as of 19 July 2015 Page 1 of 4 District Report R

11 POLIO PLUS DISTRICT REPORT 1 Jul-2014 to 30- Jun-2015 Interim Results for June Zone: 28 Org ID Organization Name Number of Members Club Goal Amount Goal % Prior Year Contribution All Other Funds Total -- District: Dickinson, ND, United 97 $8, % $10, $0.00 $8, $0.00 $6, $15, Duluth Harbortown, MN, United 77 $2, % $3, $0.00 $3, $ $10, $13, Duluth, MN, United 193 $0.00 0% $20, $2, $4, $ $20, $25, Duluth Skyline, MN, United 50 $ % $ $0.00 $ $ $5, $5, Duluth Superior Eco, MN, United East Grand Forks, MN, United East Range Centennial (Biwabik), MN, United 36 $0.00 0% $ $0.00 $0.00 $0.00 $1, $1, $0.00 0% $ $0.00 $0.00 $0.00 $1, $1, $0.00 0% $0.00 $0.00 $0.00 $0.00 $1, $1, Ely, MN, United 35 $0.00 0% $2, $0.00 $2, $0.00 $1, $3, Fargo-Moorhead AM, ND, United Fargo Moorhead PM, ND, United 56 $0.00 0% $2, $15.00 $5, $ $4, $9, $0.00 0% $1, $0.00 $1, $25.00 $ $1, Fargo, ND, United 76 $1, % $2, $ $ $1, $7, $7, Fargo-West, ND, United 73 $0.00 0% $2, $1, $2, $ $5, $7, Fergus Falls, MN, United 47 $0.00 0% $2, $2, $2, $4, $5, $7, Fergus Falls Sunrise, MN, United 24 $0.00 0% $ $0.00 $ $0.00 $3, $3, Fosston, MN, United 20 $0.00 0% $5, $0.00 $0.00 $1, $1, $1, Grand Forks A.M., ND, United 14 $0.00 0% $1, $0.00 $0.00 $0.00 $0.00 $ Grand Forks, ND, United 55 $0.00 0% $6, $0.00 $ $0.00 $7, $7, Grand Rapids Centennial, MN, United 37 $1, % $1, $0.00 $80.00 $0.00 $2, $2, Grand Rapids, MN, United 45 $0.00 0% $2.00 $ $ $1, $7, $8, Data as of 19 July 2015 Page 2 of 4 District Report R

12 POLIO PLUS DISTRICT REPORT 1 Jul-2014 to 30- Jun-2015 Interim Results for June Zone: 28 Org ID Organization Name Number of Members Club Goal Amount Goal % Prior Year Contribution All Other Funds Total -- District: Hibbing-Chisholm Breakfast, MN, United 20 $0.00 0% $0.00 $0.00 $0.00 $2, $2, $2, Hibbing, MN, United 25 $0.00 0% $ $0.00 $ $0.00 $ $ International Falls, MN, United 39 $0.00 0% $4, $0.00 $5, $0.00 $ $5, Jamestown, ND, United 56 $0.00 0% $1, $0.00 $0.00 $2, $3, $3, Little Falls, MN, United 10 $0.00 0% $0.00 $0.00 $0.00 $ $ $ Long Prairie, MN, United 18 $0.00 0% $ $1, $1, $0.00 $0.00 $1, Minot, ND, United 99 $0.00 0% $ $0.00 $0.00 $0.00 $18, $18, Minot Sunrise, ND, United 30 $0.00 0% $1, $1, $1, $1, $2, $3, Moorhead, MN, United 66 $0.00 0% $5, $ $1, $1, $5, $7, Nipigon, ON, Canada 22 $0.00 0% $4, $0.00 $4, $0.00 $2, $6, North Shore Two Harbors, MN, United 24 $0.00 0% $ $ $ $ $1, $1, Park Rapids, MN, United 54 $ % $1, $ $1, $2, $9, $10, Pelican Rapids, MN, United 27 $0.00 0% $ $0.00 $50.00 $1, $1, $1, Perham, MN, United 78 $0.00 0% $0.00 $0.00 $0.00 $0.00 $8, $8, Quad Cities/Eveleth, Gilbert, Mountain Iron & Virginia, MN, United 30 $0.00 0% $0.00 $0.00 $0.00 $0.00 $ $ Staples, MN, United 30 $0.00 0% $ $0.00 $0.00 $1, $2, $2, Superior Sunrise Centennial, WI, United 20 $0.00 0% $2, $0.00 $ $25.00 $1, $2, Superior, WI, United 74 $0.00 0% $1, $ $1, $3, $9, $10, Thief River Falls, MN, United 51 $0.00 0% $ $ $ $4, $4, $4, Data as of 19 July 2015 Page 3 of 4 District Report R

13 POLIO PLUS DISTRICT REPORT 1 Jul-2014 to 30- Jun-2015 Interim Results for June Zone: 28 Org ID Organization Name Number of Members Club Goal Amount Goal % Prior Year Contribution All Other Funds Total -- District: Thunder Bay (Fort William), ON, Canada Thunder Bay (Lakehead), ON, Canada Thunder Bay (Port Arthur), ON, Canada 48 $1, % $1, $0.00 $ $1, $5, $6, $1, % $3, $0.00 $1, $8.26 $1, $3, $0.00 0% $1, $ $1, $4, $13, $14, Valley City, ND, United 25 $0.00 0% $ $ $ $1, $1, $1, Virginia, MN, United 49 $1, % $4, $1, $1, $ $2, $4, Wadena, MN, United 56 $0.00 0% $ $ $1, $1, $2, $3, Wahpeton, ND, United 26 $0.00 0% $0.00 $10.00 $ $ $5, $5, Walker, MN, United 54 $0.00 0% $1, $0.00 $0.00 $1, $3, $3, Watford City, ND, United 29 $0.00 0% $ $0.00 $0.00 $0.00 $0.00 $ Williston, ND, United 53 $0.00 0% $2, $0.00 $1, $ $5, $6, Total for District: ,041 $27, % $130, $14, $74, $59, $279, $354, DISTRICT DDF GOAL $22,994 DISTRICT IDENTIFIED DDF $22,994 AMOUNT NEEDED TO REACH 20% GOAL $0 TOTAL DISTRICT GIVING TO POLIO (Cash + DDF) $97,714 Note: DDF Goal is 20% of your beginning balance as of 1 July, but does not include Permanent Fund earnings. This report includes contributions to Partners where applicable. Data as of 19 July 2015 Page 4 of 4 District Report R

14 AVAILABLE DDF BY DISTRICT For District 5580 In Program Year Transaction Description Amount Balance 50% of Annual Fund Share contributions from $114, $114, % of Available Endowment Fund Share Earnings $ $115, Carry Forward from $173, $289, Transfer To Polio Plus Pool ($22,994.00) Total DDF Transferred ($22,994.00) $266, Project Funding DG ($57,910.00) Project Funding GG ($24,250.00) Project Funding GG ($6,200.00) Project Funding GG ($5,000.00) Project Funding GG ($20,000.00) Total DDF Funding ($113,360.00) $153, Actual DDF Balance $153, Tagged GG ($14,300.00) Total DDF Tagged ($14,300.00) $139, Uncommitted DDF Balance (Estimated) $139, Data as of 19 June 2015 Page 1 of 1 AvailableDDFbyDistrict FV

15 Number of Members DISTRICT 5580 FUNDRAISING ANALYSIS Interim Results For July through July ( ) Annual Fund % Goals Received Total Per Capita Goal Achieved Non-Giving Clubs % Goals Received Fund Goal Achieved Non-Giving Clubs Endowment Fund Goal Goal Total Total Total Giving** $142, % $15,466 $ % 41 $41, % $ % 59 $125 $16, ,041 $113, % $262,498 $ % 6 $27, % $74, % 20 $8,723 $354, ,045 $100, % $225,622 $ % 7 $26, % $130, % 12 $13,282 $369, ,076 $264, % $263,567 $ % 2 $61, % $60, % 20 $375 $329, ,066 $267, % $231,850 $ % 3 $90, % $104, % 15 $5,951 $367,827 **Total Giving includes term gifts and funds for approved grants. Recognition and Endowment Measures Benefactor Society* Donor* Gifts Eligible Member Eligible Bequest Major Major EREY Sustaining PHS PHF All-time 5, , , ,265 1, , Paul Harris Society Members: 13 Rotary Direct Participants: 69 Total Endowed Funds: Market Value: Market Value Date: Foundation Recognition Points: 28, * Joint Major Donor/Bequest Society counts as one. EREY, Sustaining Member and PHS Eligible includes all individuals, not just active club members. Year to Date () covers the period from July through July. Zone 28 Team Rotary Coordinator Ms. Tamie Koop +1 (262) tkoop@wi.rr.com Endowment/Major Gift Adviser Frank N. Goldberg +1 (402) frankandleanne@cox.net Rotary Public Image Coordinator Dr. Debbie Stacey +1 (847) dsrotary95@gmail.com Recognition/Reports: Rotary Support Center (866) 9-ROTARY or (866) contact.center@rotary.org Data as of 18 July 2015 Anonymous Donors are not included on recognition breakdown ndraising_profile-interim and UNAUDITED R

16 District Designated Funds (DDF) D-5580; Year EndReport Income: Annual Fund Share; 50% of contributions $114, Endowment Fund Share; 50% of invested earnings Unspent Carry Forward from , Expenditures approved at D-5580 and TRF: Total Available : $ DG [see District Block Grant Report for detail] $57, Polio from DDF [20% option approved by DRFC and Ex. Fin. Aug. 2015] 22, GG [ Water Filters-Haiti: Ely + Duluth Harbortown, Brainerd, Duluth 25, Grand Rapids Centennial, Central Lakes-Pequot Lakes, Ashland, Minot, Detroit Lakes Breakfast, Jamestown, Pelican Rapids, Bemidji, Dickinson and host D-7020 TRF approved Oct. 10, Paid to RC ELY] 24, GG [ Maternal and Child Healthcare Timor-Leste: Brainerd+ Oak Bay-Victoria Canada, Hall Australia. TRF approved Sept. 29, Paid to RC Oak Bay-Victoria D-5020.] 6, GG [ D-5580: and multi District Collaboration. TRF Approved Jan. 21, Paid to RC Colombo Fort D-3220.] 5, GG [ ] Global Scholarship Alicia Helion: Williston sponsored D-5580 funded, for study in Gondor Ethiopia TRF Approved May 18,2015.] 20, Total District Designated Fund Expenditures $136, Rolled Forward as per TRF Available DDF Report July 30, 2015 $153, Tagged, Draft Applications for TRF consideration in GG [ Road Construction-Bolivia: Duluth Harbortown+ Duluth 25, Duluth Skyline, Superior 40, Fargo, Fargo West, Fargo Moorhead AM, Moorhead and Cochabamba-Concordia D-4690 Bolivia Host. Tagged at TRF] $14, GG Draft [ Leg Brace project Democratic Republic of Congo: Fargo+ Fargo West, Fargo Moorhead AM, Fargo Moorhead PM, Moorhead, Duluth Skyline, Duluth 25, Central Lakes-Pequot Lakes, Wahpeton, Dickinson, Minot and Host Kinshasa-Binza D , Page 1 of 2

17 NOTES: Polio from DDF is in addition to Club and Rotarian contributions; see Polio Year End, Aug. Crosscurrents. Tagged Expenditures: Grant Applications, submitted and being considered at TRF are Tagged in the amount of DDF, with funds deducted upon approval. Draft Applications: Being completed online and submitted upon completion. Rolled Forward: Unspent and returned funds will roll forward to the Rotary year and be available for Global Grants including Scholarship, Vocational Training Team, and. It cannot be applied to District Grant Applications. The Foundation Committee strives to maintain a $120,000 to $150,000 carry forward. Respectfully submitted; July 31, 2015 Tim Kaminski (June-January), Jim Ozbun (February-June): District Governor Roly Turner: District Rotary Foundation Committee Chair David Gottenborg: District Grants Subcommittee Chair Page 2 of 2

18 District Block Grant Report to D-5580 Clubs and Rotarians D District Block Grant DG was made available solely from our District Designated Fund (DDF) at TRF, from which up to 25% ($57,910.00) of total Club and Rotarian Annual Fund contributions was available for District Grants to help fund club international and local community service projects. Total club requests far outweighed the amount available. Following the application review process District Grants, to match club funds together financing 14 Local Community Service projects involving 17 District 5550 clubs, were awarded as follows: Grant Amount Unspent : Crookston Peace Park...$5, : Long Prairie Automated External Defibrillator (AED) Project...5, : Duluth Harbortown Life House Project...3, : Bismarck New Generations Park... 5, : Park Rapids Community Fitness Park... 5, : Watford City Park Playground...5, : Valley City Dolly Parton Imagination Library...1, : Fargo Moorhead AM: - Andy Elmer Literacy Program...1, : Baudette, Fosston, International Falls EMS Ambulance Lift... 7, : East Grand Forks Back Pack Program 3, : Jamestown Soccer Field...3, : Grand Rapids Centennial, Grand Rapids Elder Care Center...10, : Devils Lake Arboretum : Thunder Bay (Port Arthur) St James Partnership Contingency** (up to 20% of available funds) 0.00 Administration Expense** (up to 3% of available funds) Totals $57, $946.00* *Unspent Funds have been applied to help offset 2015 D-5580 Grant Management Expenses. **D-5580 includes allowable administrative and contingency funds, only if a surplus is available once club applications have been approved. The District Grant process has been completed, with available funds fully expended. Clubs remain responsible for interim and final reports and document retention. To learn more on District Grants please visit the Grants Subcommittee pages on the District website, or contact us. Respectfully submitted; July 31, 2015 Tim Kaminski (July-January) Jim Ozbun (February-June): District Governor Roly Turner: District Rotary Foundation Committee Chair David Gottenborg: District Grants Subcommittee Chair

19 District 5580 Annual Fund: Rotarian and Club Support Factsheet The Annual Fund at The Rotary Foundation is the primary source of contributions that support programs of the Foundation. In Rotary year % (60 of 66) of district clubs and their Rotarians contributed US$262, or $86.32 per capita. Club participation and total giving has increased from last year, but still shy of our $100 per capita district goal. Please remember that our financial contributions to the Annual Fund come back to us in the form of Global and District Grants. Increasing Club activity in both programs requires a higher level of financial support. Annual Program Fund top five Clubs; Per Capita: Central Lakes-Pequot Lakes $ East Range Centennial (Biwabik) Wahpeton Grand Rapids Park Rapids Annual Program Fund top five Clubs; Total Giving: Duluth $20, Minot , Thunder Bay (Port Arthur)...11, Brainerd.. 10, Duluth Harbortown. 10, Total donations to all TRF programs including Polio Plus, Endowment Fund and other directed contributions totaled $354, I encourage all clubs and Rotarians to strive to meet our pinnacle year with total donations at $414, and Annual Fund per capita at $ I know we can! I know we can! District 5580 Rotarians and clubs can be very proud of not only your generous financial support to The Rotary Foundation but also your involvement in those programs that we and people worldwide benefit from was a very rewarding year. Thank you! Thank you! Thank you! Please continue your generosity into District Governor Craig Loughery s year Roly Turner (PDG) Dist Rotary Foundation Chair Tim Kaminski (July-January) Jim Ozbun (February- June) Dist. Governor

20 District 5580 Polio Eradication Rotarian and Club Support Factsheet In Rotary year % (46 of 66) of district clubs and their members, contributed US$74, to Polio Plus, down from past years. A contribution from District 5580 Designated Funds at The Rotary Foundation bolstered that D-5580 total to $97, This will trigger up to $218, in additional available matching funds from; TRF World Fund DDF x.5; plus the Gates Foundation current 2 x 1 Challenge. Seventeen of our clubs met or exceeded the Governor s $1, goal. Top Six Clubs: Dickenson..$8, International Falls , Fargo Moorhead AM , Duluth , Nipigon , Cloquet....4, Since D-5580 Rotarian, Club and District Designated Fund Polio Plus contributions have totaled $826,627.00, all of which has seen Bill and Melinda Gates Foundation matching funds fight the war against Polio. What a tremendous partnership! was a very rewarding year. Thank you! Thank you! Thank you! However: With the end in sight, financial support is critical with Rotary funds are expended as fast as they are received so the need continues. The Gates Foundation continues to match two-to-one, with up to US$35 million per year for every Rotary dollar through to If fully realized the value of this partnership is more than $500M. Let s all seize this valuable opportunity to finally conquer Polio worldwide. We are this close, but we must persist! Please continue your generosity into DG Craig Loughery s year Roly Turner (PDG) Dist Rotary Foundation Chair Tim Kaminski (July-January) Jim Ozbun (February- June) Dist. Governor

21 AVAILABLE DDF BY DISTRICT For District 5580 In Program Year Transaction Description Amount Balance 50% of Annual Fund Share contributions from $130, $130, % of Available Endowment Fund Share Earnings $0.00 $130, Carry Forward from $153, $284, Project Funding DG ($65,919.00) Total DDF Funding ($65,919.00) $218, Actual DDF Balance $218, Tagged GG ($14,300.00) Total DDF Tagged ($14,300.00) $204, Uncommitted DDF Balance (Estimated) $204, Data as of 8 August 2015 Page 1 of 1 AvailableDDFbyDistrict FV