ANTHONY WAYNE ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY WAYNE ROTARY CHARITABLE FOUNDATION INC (EIN 27-4249936)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641349349201999
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:06:18-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352110134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTEN SOUERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10347 DAWSONS CREEK BLVD STE C | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468251905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274249936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY WAYNE ROTARY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 2606275856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5335 GOLDFINCH LANE | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46818 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY HEISLER | PersonNm |
| Person Title | TREASURER/SECRETARY | PersonTitleTxt |
| Signature | 2026-05-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEREMY T HOSTETLER CPA | PreparerPersonNm |
| PTIN | P00416034 | PTIN |
| Phone | 2604840653 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $86,126 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $46,550 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,364 | InvestmentIncomeAmt |
| Fundraising Gross Income | $35,212 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $16,798 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,414 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $69,328 | TotalRevenueAmt |
| Other Expenses Total | $44,506 | OtherExpensesTotalAmt |
| Total Expenses | $44,506 | TotalExpensesAmt |
| Excess Or Deficit For Year | $24,822 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $190,545 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $215,367 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,545 | BOYAmt |
| EOY | $215,367 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,545 | BOYAmt |
| EOY | $215,367 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,545 | BOYAmt |
| EOY | $215,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE PRIMARY EXEMPT PURPOSE OF THIS ORGANIZATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY TO BENEFIT, PERFORM, AND CARRY OUT THE CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES OF THE ANTHONY WAYNE ROTARY CLUB. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO PROVIDE SCHOLARSHIPS, BOOKS AND ASSISTANCE TO STUDENTS. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $44,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KEVIN ROTHGEB | ||
| DIRECTOR | 1.00 | $0 |
| TROY HEISLER | ||
| TREASURER/SE | 1.00 | $0 |
| STEVEN JACKSON | ||
| DIRECTOR | 1.00 | $0 |
| JUSTIN BRUGGER | ||
| DIRECTOR | 1.00 | $0 |
| DENIS BENETTI | ||
| PRESIDENT | 1.00 | $0 |
| LYNETTE JOHNSON | ||
| DIRECTOR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY HEISLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5335 GOLDFINCH LANE | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2604373032 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $62,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,550 | CurrentTaxYearAmt |
| Total | $180,100 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,212 | CurrentTaxYearAmt |
| Total | $87,976 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $85,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,762 | CurrentTaxYearAmt |
| Total | $268,076 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $268,076 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,364 | CurrentTaxYearAmt |
| Total | $19,585 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,364 | CurrentTaxYearAmt |
| Total | $19,585 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,126 | CurrentTaxYearAmt |
| Total | $287,661 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91340 | PublicSupportPY509Pct |
| Investment Income CY | 0.07000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $80,762 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,550 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $35,212 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,798 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $80,762 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,550 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,212 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,798 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,798 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,414 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES BANK SERVICE CHARGES 6 SCHOLARSHIPS 44,500 TOTAL 44,506 |
| FORM 990-EZ, PART III | THE PRIMARY EXEMPT PURPOSE OF THIS ORGANIZATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY TO BENEFIT, PERFORM, AND CARRY OUT THE CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES OF THE ANTHONY WAYNE ROTARY CLUB. |
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