MIDDLESEX KIWANIS FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MIDDLESEX KIWANIS FOUNDATION (EIN 05-0576889)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-29
- IRS object ID
- 202422429349200742
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-29T12:11:48-07:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261832027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN S HOLLBERG CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1180 | AddressLine1Txt |
| City | URBANNA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050576889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Middlesex Kiwanis Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDD | BusinessNameControlTxt |
| Phone | 8042417166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 314 | AddressLine1Txt |
| City | Urbanna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23175 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dick Goyne | PersonNm |
| Person Title | President Elect | PersonTitleTxt |
| Signature | 2024-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven S Hollberg CPA President | PreparerPersonNm |
| PTIN | P00962167 | PTIN |
| Phone | 8047581272 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | 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 Other | Yes (X) | TypeOfOrganizationOtherInd |
| Gross Receipts | $136,810 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $41,379 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2,427 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $93,004 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $43,712 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $49,292 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $93,098 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $50,953 | GrantsAndSimilarAmountsPaidAmt |
| Occupancy Rent Utlts And Maint | $1,050 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $27,492 | OtherExpensesTotalAmt |
| Total Expenses | $79,495 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,603 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $78,410 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$5,087 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $86,926 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,410 | BOYAmt |
| EOY | $86,926 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,410 | BOYAmt |
| EOY | $86,926 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,410 | BOYAmt |
| EOY | $86,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Kiwanis overall goal is "Improving the world one child and one community at a time".The Middlesex Kiwanians raise funds through grants, donations and fundraising acivities to then contribute to the public schools and youth of Middlesex County through a variety of programs. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Kiwanis overall goal is "Improving the world one child and one community at a time".The Middlesex Kiwanians raise funds through grants, donations and fundraising acivities to then contribute to the public schools and youth of Middlesex County through a variety of programs.In particular, the Middlesex Kiwanians donated $26,000 in scholarships and the balance to other community organizations and to the MES school system as outlined in Schedule O. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $50,953 | GrantsAndAllocationsAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Jamie Cornette | ||
| President | 3.00 | $0 |
| Dick Goyne | ||
| Director | 5.00 | $0 |
| Karen Brown | ||
| Vice President | 3.00 | $0 |
| Nancy Fisk | ||
| Director | 5.00 | $0 |
| Ron McCallum | ||
| Secretary | 12.00 | $0 |
| Joyce Allen | ||
| Director | 3.00 | $0 |
| Elizabeth Faudree | ||
| Treasurer | 6.00 | $0 |
| Jim Stellwagon | ||
| Treasurer | 6.00 | $0 |
| Greg Chambers | ||
| Director | 3.00 | $0 |
| Fred Gaskins | ||
| Director | 3.00 | $0 |
| Dave Prugh | ||
| Director | 4.00 | $0 |
| Ray Kostesky | ||
| Director | 3.00 | $0 |
| Terry Rogers | ||
| Director | 3.00 | $0 |
| Bob Winslow | ||
| Director | 3.00 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Faudree | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 314 | AddressLine1Txt |
| City | Urbanna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042417166 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $61,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,739 | CurrentTaxYearAmt |
| Total | $103,275 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $61,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,739 | CurrentTaxYearAmt |
| Total | $103,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $103,275 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $54 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,427 | CurrentTaxYearAmt |
| Total | $2,481 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $105,756 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Oyster Festival | Event1Nm |
| Gross Receipts Event1 | $47,100 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $47,100 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $22,538 | OtherDirectExpensesEvent1Amt |
| Event2 | Run for the Roses | Event2Nm |
| Gross Receipts Event2 | $33,974 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $33,974 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,609 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,930 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $11,930 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $5,000 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,565 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $93,004 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $93,004 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $5,000 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,712 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,712 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $49,292 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: Middlesex Schools | Cash Amount Given: $25000 |
| Grants and Similar Amounts Paid In Excess of $5,000.24 | | Donee's Name: Kiwanis Dues | Cash Amount Given: $9029 |
| Other Expenses.1001 | Advertising and Promotion $27492 |
Comments