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FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202421359349200542
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-05-14T08:41:31-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351344820PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DULIN WARD & DEWALD INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIRCLE DR W 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP468251610ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310950924EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORT WAYNE ROTARY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O DWDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFORTBusinessNameControlTxt
Phone2604232414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIR DR W STE 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WESTERHAUSENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2604232414PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastWESTERHAUSENPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE B MINNICH CPAPreparerPersonNm
PTINP00449902PTIN
Phone2604232414PhoneNum
Preparation2024-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$73,012GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$41,272ContributionsGiftsGrantsEtcAmt
Investment Income$3,957InvestmentIncomeAmt
Fundraising Gross Income$22,027FundraisingGrossIncomeAmt
Special Events Direct Expenses$15,458SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$6,569SpecialEventsNetIncomeLossAmt
Other Revenue Total$5,756OtherRevenueTotalAmt
Total Revenue$57,554TotalRevenueAmt
Grants And Similar Amounts Paid$55,607GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$22,222OtherExpensesTotalAmt
Total Expenses$78,579TotalExpensesAmt
Excess Or Deficit For Year-$21,025ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$385,517NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$24,272OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$388,764NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$267,957BOYAmt
EOY$273,772EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$124,281BOYAmt
EOY$120,543EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$392,238BOYAmt
EOY$394,315EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,721BOYAmt
EOY$5,551EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$385,517BOYAmt
EOY$388,764EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeENCOURAGING DEVELOPMENT IN CHARITABLE AND EDUCATIONAL PROGRAMS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmtForeign GrantsForeignGrantsInd
SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE OPPORTUNITIES AND THE HUNTINGTON UNIVERSITY GO BABY GO PROGRAM. MARDI GRAS EVENT PROFITS WERE CONTRIBUTED TO LEXY'S VOICE., A LOCAL NONPROFIT ORGANIZATION, AND INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO HELP FUND AN AUDIOLOGY CENTER IN GUATEMALA$46,980$52,056
WASHINGTON ELEMENTARY: SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN.$4,868$4,868
INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING. YOUTH PROGRAMS: ROTARY YOUTH LEADERSHIP AWARDS (RYLA) - AN INTENSIVE TRAINING PROGRAM FOR COMMUNITY YOUTH LEADERS. A GROUP OF YOUNG PEOPLE CHOSEN FOR THEIR LEADERSHIP POTENTIAL ATTENDED AN ALL-EXPENSES-PAID WORKSHOP TO DISCUSS LEADERSHIP SKILLS AND TO LEARN THOSE SKILLS THROUGH PRACTICE. STUDENT ROTARIAN PROGRAM - INVITE APPROXIMATELY 6 STUDENTS TO ATTEND ROTARY MEETINGS ONE MONTH PER YEAR TO REWARD EDUCATIONAL ACHIEVEMENT, FOSTER CAREER DEVELOPMENT, AND PROMOTE SERVICE ABOVE SELF. ONE STUDENT IS SELECTED TO RECEIVE A 1,000 SCHOLARSHIP. WORLD AFFAIRS CONFERENCE - SPONSORED STUDENTS TO ATTEND CONFERENCE ON WORLD AFFAIRS.$3,759$8,491
XYes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$65,415TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (21 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JANE WILKS
SECRETARY2.00$13,615
KURT BEUCHEL
PRESIDENT5.00$0
STEPHANIE VEIT
PRESIDENT EL0.50$0
SHARON POHLY
DIRECTOR0.50$0
MARK WESTERHAUSEN
TREASURER2.50$0
LYNN GILMORE
PAST PRESIDE0.50$0
JONATHAN BUSAROW
DIRECTOR0.50$0
DAVID DYER
DIRECTOR0.50$0
STEPHEN SMITH
DIRECTOR0.50$0
JAY MADDOX
DIRECTOR0.50$0
ANGELA GRANT
DIRECTOR0.50$0
DAVE VAN GILDER
DIRECTOR0.50$0
JUSTIN CLUPPER
DIRECTOR0.50$0
NICHOLE THOMAS
DIRECTOR0.50$0
SUHA ABBASI
DIRECTOR0.50$0
JIM MATTHEWS
DIRECTOR0.50$0
NICK SHAH
DIRECTOR0.50$0
LORI STINSON
DIRECTOR0.50$0
KATHRYN CALLEN
DIRECTOR0.50$0
MARK HISEY
VICE PRESIDE0.50$0
ASHLEY MCDONALD
DIRECTOR0.50$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK WESTERHAUSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIRCLE DR W STE 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd
FieldValueIRS element (for citing)
Phone2604232414PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$210,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,463CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,316CurrentTaxYearMinus1YearAmt
Current Tax Year$41,272CurrentTaxYearAmt
Total$446,081TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,578CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,763CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,254CurrentTaxYearMinus1YearAmt
Current Tax Year$22,027CurrentTaxYearAmt
Total$87,842TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$228,248CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$111,580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,570CurrentTaxYearMinus1YearAmt
Current Tax Year$63,299CurrentTaxYearAmt
Total$533,923TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$132,878TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$132,878TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$401,045PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,068CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,180CurrentTaxYearMinus1YearAmt
Current Tax Year$3,957CurrentTaxYearAmt
Total$17,403TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,068CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,180CurrentTaxYearMinus1YearAmt
Current Tax Year$3,957CurrentTaxYearAmt
Total$17,403TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,507CurrentTaxYearMinus1YearAmt
Current Tax Year$5,756CurrentTaxYearAmt
Total$8,972TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$232,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$115,585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,318CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,257CurrentTaxYearMinus1YearAmt
Current Tax Year$73,012CurrentTaxYearAmt
Total$560,298TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.71580PublicSupportCY509Pct
Public Support PY5090.76100PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
Investment Income PY0.03000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, LINE 12FormAndLineReferenceDesc
ExplanationOTHER INCOME 8,972ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MARDI GRASEvent1Nm
Gross Receipts Event1$35,627GrossReceiptsEvent1Amt
Charitable Contri Event1$13,600CharitableContriEvent1Amt
Gross Revenue Event1$22,027GrossRevenueEvent1Amt
Food And Beverage Event1$15,458FoodAndBeverageEvent1Amt
Gross Receipts Total$35,627GrossReceiptsTotalAmt
Charitable Contributions Tot$13,600CharitableContributionsTotAmt
Gross Revenue Total Events$22,027GrossRevenueTotalEventsAmt
Food And Beverage Total Events$15,458FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$15,458DirectExpenseSummaryEventsAmt
Net Income Summary$6,569NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8OTHER INCOME 5,756 TOTAL 5,756
FORM 990-EZ, PART I, LINE 10NAME: OXFORD NEIGHBORHOOD ASSOC CENTER ADDRESS: 1421 OXFORD STREET FORT WAYNE, IN 46806 CASH CONTRIBUTION: 10,000 NAME: ROTARY FDN OF ROTARY INTERNATIONAL ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201 CASH CONTRIBUTION: 15,000 NAME: LEXI'S VOICE ADDRESS: 2305 WESTBROOK DRIVE FORT WAYNE, IN 46805 CASH CONTRIBUTION: 14,000
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 2,922 OFFICE 1,448 CONFERENCES/MEETINGS 2,293 YOUTH EXCHANGE EXPENSES 2,439 OTHER EXPENSES 9,382 NON-INVESTMENT DEPRECIATION 3,738 TOTAL 22,222
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 24,272
FORM 990-EZ, PART II, LINE 24CLOCK TOWER 149,511 149,511 LESS ACCUMULATED DEPRECIATION 25,230 28,968 TOTAL 124,281 120,543
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,721 5,551
FORM 990-EZ, PART III, LINE 28SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE OPPORTUNITIES AND THE HUNTINGTON UNIVERSITY GO BABY GO PROGRAM. MARDI GRAS EVENT PROFITS WERE CONTRIBUTED TO LEXY'S VOICE., A LOCAL NONPROFIT ORGANIZATION, AND INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO HELP FUND AN AUDIOLOGY CENTER IN GUATEMALA
FORM 990-EZ, PART III, LINE 30INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING. YOUTH PROGRAMS: ROTARY YOUTH LEADERSHIP AWARDS (RYLA) - AN INTENSIVE TRAINING PROGRAM FOR COMMUNITY YOUTH LEADERS. A GROUP OF YOUNG PEOPLE CHOSEN FOR THEIR LEADERSHIP POTENTIAL ATTENDED AN ALL-EXPENSES-PAID WORKSHOP TO DISCUSS LEADERSHIP SKILLS AND TO LEARN THOSE SKILLS THROUGH PRACTICE. STUDENT ROTARIAN PROGRAM - INVITE APPROXIMATELY 6 STUDENTS TO ATTEND ROTARY MEETINGS ONE MONTH PER YEAR TO REWARD EDUCATIONAL ACHIEVEMENT, FOSTER CAREER DEVELOPMENT, AND PROMOTE SERVICE ABOVE SELF. ONE STUDENT IS SELECTED TO RECEIVE A 1,000 SCHOLARSHIP. WORLD AFFAIRS CONFERENCE - SPONSORED STUDENTS TO ATTEND CONFERENCE ON WORLD AFFAIRS.
FORM 990-EZ, PART III, LINE 31X

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