1. Current Permanent Fund Values
575.9
219.6
Net Assets (as of 30 June 2007) = $219.6 million
Expectancies (as of 30 June 2007) = $356.3 million
Expectancies have more than doubled since 30 June 2000 from $123.4 million to $356.3 million on 30 June 2007.
Total of Net Assets and Expectancies (as of 30 June 2007) = $575.9 million
Early in the Rotary year, combined assets and expectancies surpassed the $500 million mark. The next goal is $1 billion by 2025.

2. Major Gifts by Country 2006-07
Gifts from
Number
Amount
United States
278
$ 8,000,000
India 65
$ ,500,000
Taiwan 45
$ ,000
Korea 40
$ ,000
Japan 36
$ ,000
Other 94
$ 4,300,000
Total
558
$ 17,000,000
Question: What may account for the larger number of major gifts coming from US donors? Possible answers: the culture of charitable giving in the US; tax incentives; role of government vs. charity in different cultures; the Permanent Fund Initiative was started in the US.
USA: 47.1% of total dollar amount
India: 14.7% of total dollar amount
Taiwan: 4.1% of total dollar amount
Korea: 5.3% of total dollar amount
Japan: 3.5% of total dollar amount
Other: 2% of total dollar amount
Note: This report is based on donor records and includes contributions such as the sponsor portion of Matching Grant contributions that are not recognized on the financial statements as required by U.S. accounting standards. The present value of major gifts is used for this chart.
Note: For the purpose of readability, gift amounts have been rounded to the nearest $100,000.

3. Major Gifts by Fund 2006-07 Gift to Number Amount Permanent Fund 225
$ 8,900,000
Annual Programs Fund
247
$ 4,400,000
Matching Grants 31
$ 900,000
PolioPlus 23
$ 800,000
Other 32
$ 2,000,000
Total
558
$ 17,000,000
Last year TRF received a total of 558 major gifts. Donors designated these major gifts to be used for many different purposes based on their preferences and goals.
Note: The “Other” category includes donors who made a gift but asked that it be used for multiple purposes (e.g. split between PF and APF)
Note: This report is based on donor records and includes contributions such as the sponsor portion of Matching Grant contributions that are not recognized on the financial statements as required by U.S. accounting standards. The present value of major gifts us used for this chart.
Note: “PolioPlus” includes Major Gifts to PolioPlus and PolioPlus Partners
Note: For the purpose of readability, gift amounts have been rounded to the nearest $100,000.