WAKEFIELD ROTARY CHARITABLE FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WAKEFIELD ROTARY CHARITABLE FOUNDATION INC (EIN 06-1492650)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-14
IRS object ID
202423209349307747
Schema version
2023v5.1
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)
Return2024-11-14T12:13:26-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050510119PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wisehart IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 881449AddressLine1Txt
CityPort Saint LucieCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34988ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061492650EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wakefield Rotary Charitable FoundatBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWAKEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 382AddressLine1Txt
CityWakefieldCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028800382ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames BlackerbyPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBetsy C Wisehart CPAPreparerPersonNm
PTINP01341637PTIN
Phone4017924800PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$105,303GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionEducational and Charitable GrantsActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$40,700PYContributionsGrantsAmt
CY Contributions Grants$19,250CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$61,856PYInvestmentIncomeAmt
CY Investment Income$86,053CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$102,556PYTotalRevenueAmt
CY Total Revenue$105,303CYTotalRevenueAmt
PY Grants And Similar Paid$5,685PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,288CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,078PYOtherExpensesAmt
CY Other Expenses$8,926CYOtherExpensesAmt
PY Total Expenses$11,763PYTotalExpensesAmt
CY Total Expenses$43,214CYTotalExpensesAmt
PY Revenues Less Expenses$90,793PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$62,089CYRevenuesLessExpensesAmt
Total Assets BOY$700,011TotalAssetsBOYAmt
Total Assets EOY$762,100TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$700,011NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$762,100NetAssetsOrFundBalancesEOYAmt
MissionEducational and Charitable GrantsMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$21,400ExpenseAmt
DescThe Wakefield Rotary Charitable Foundation uses its resources to assist local charitable organizations.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$11,888ExpenseAmt
Descthe wakefield Rotary Charitable Foundation uses its resources to assist carefull vetted international charities.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,000ExpenseAmt
DescThe Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$34,288TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonStephen R WhitePersonNm
Phone4017323939PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 382AddressLine1Txt
CityWakefieldCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02880ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Russell Bertrand
Chair2.000.00Yes (X)$0$0$0
Harvey Whitley
Director1.000.00Yes (X)$0$0$0
James W Blackerby
Treasurer1.000.00Yes (X)$0$0$0
Laurie Horton
Secetary1.000.00Yes (X)$0$0$0
Sandra Cutting
Director1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$19,250AllOtherContributionsAmt
Total Contributions$19,250TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,053TotalRevenueColumnAmt
Related Or Exempt Func Income$86,053RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,303TotalRevenueColumnAmt
Related Or Exempt Func Income$86,053RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$21,400TotalAmt
Program Services$21,400ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$12,888TotalAmt
Program Services$12,888ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22TotalAmt
Management And General$22ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$650TotalAmt
Management And General$650ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,432TotalAmt
Management And General$5,432ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$50TotalAmt
Management And General$50ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,772TotalAmt
Management And General$2,772ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,214TotalAmt
Program Services$34,288ProgramServicesAmt
Management And General$8,926ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$43,544BOYAmt
EOY$27,899EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$656,467BOYAmt
EOY$734,201EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$700,011BOYAmt
EOY$762,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$579,679BOYAmt
EOY$735,100EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$120,332BOYAmt
EOY$27,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$700,011BOYAmt
EOY$762,100EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$700,011BOYAmt
EOY$762,100EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$62,089ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$8,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,870CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,700CurrentTaxYearMinus1YearAmt
Current Tax Year$19,250CurrentTaxYearAmt
Total$86,043TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,870CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,700CurrentTaxYearMinus1YearAmt
Current Tax Year$19,250CurrentTaxYearAmt
Total$86,043TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$86,043PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,980CurrentTaxYearMinus1YearAmt
Current Tax Year$4,501CurrentTaxYearAmt
Total$18,791TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,980CurrentTaxYearMinus1YearAmt
Current Tax Year$4,501CurrentTaxYearAmt
Total$18,791TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,152CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,906CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,345CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,680CurrentTaxYearMinus1YearAmt
Current Tax Year$23,751CurrentTaxYearAmt
Total$104,834TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.82080PublicSupportCY509Pct
Public Support PY5090.84920PublicSupportPY509Pct
Investment Income CY0.18000InvestmentIncomeCYPct
Investment Income PY0.15000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 D IRS990ScheduleD

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Governing body decisions Part VI line 7bWritten minutes of all governing board meetings and decisions are taken and maintained.
Form 990 governing body review Part VI line 11The Board strictly adheres to its conflict of interest policies.
Conflict of interest policy compliance Part VI line 12cThe Board adheres to a rigorous and thorough document retention policy.
Governing documents etc available to public Part VI line 19The Organizations bylaws and other governing documents are available to all interested parties upon request.
Explanation of other changes in net assets or fund balances Part XI line 9Unrealized Loss on Investments

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1The Rotary Club of WakefieldBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 382AddressLine1Txt
CityWakefieldCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02880ZIPCd
FieldValueIRS element (for citing)
EIN056035637EIN
Primary ActivitiesCommunity Service Organization of VolunteersPrimaryActivitiesTxt
Legal Domicile StateRILegalDomicileStateCd
Exempt Code Section501c4ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd

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