ROTARY DISTRICT 6440 CHARITABLE FUND INC NFP: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY DISTRICT 6440 CHARITABLE FUND INC NFP (EIN 36-4831206)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-04
- IRS object ID
- 202403399349200730
- Schema version
- 2023v5.0
- 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 | 2024-12-04T17:09:02-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200529789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 DUNDEE RD STE 321 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600622434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364831206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY DISTRICT 6440 CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FUND INC NFP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8479099072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A RIVKIN | PersonNm |
| Person Title | EXECUTIVE MANAGER | PersonTitleTxt |
| Phone | 8479099072 | PhoneNum |
| Signature | 2024-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL E CRAIG CPA | PreparerPersonNm |
| PTIN | P00959551 | PTIN |
| Phone | 8472720130 | PhoneNum |
| Preparation | 2024-12-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.ROTARY6440.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $57,042 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $46,551 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $8,909 | ProgramServiceRevenueAmt |
| Investment Income | $1,582 | InvestmentIncomeAmt |
| Total Revenue | $57,042 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $77,926 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $379 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $850 | OtherExpensesTotalAmt |
| Total Expenses | $79,155 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$22,113 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $90,768 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,655 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,768 | BOYAmt |
| EOY | $68,655 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,768 | BOYAmt |
| EOY | $68,655 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,768 | BOYAmt |
| EOY | $68,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ACCEPT DONATIONS TO FUND CHARITABLE AND EDUCATIONAL ACTIVITIES DEVELOPED AND SPONSORED BY ROTARY DISTRICT 6440, THE INDIVIDUAL ROTARY CLUBS IN ROTARY DISTRICT 6440, AND THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| DONATION TO PUBLIC CHARITIES | $77,926 | $77,926 |
| IRON LUNG PROJECT | $850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $78,776 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARY BAK | ||
| PRESIDENT, D | 000.00 | $0 |
| MARLENE FRISBIE | ||
| VP, DIRECTOR | 000.00 | $0 |
| RICHARD REIGNER | ||
| SECRETARY, D | 000.00 | $0 |
| LYLE STAAB | ||
| TREASURER, D | 000.00 | $0 |
| THOR DAVIDSON | ||
| DIRECTOR | 000.00 | $0 |
| RICHARD A RIVKIN | ||
| EXECUTIVE MA | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A RIVKIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479099072 | 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 Minus4 Years | $41,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,551 | CurrentTaxYearAmt |
| Total | $229,337 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,909 | CurrentTaxYearAmt |
| Total | $29,439 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,460 | CurrentTaxYearAmt |
| Total | $258,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $258,776 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,582 | CurrentTaxYearAmt |
| Total | $1,582 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,582 | CurrentTaxYearAmt |
| Total | $1,582 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,042 | CurrentTaxYearAmt |
| Total | $260,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99390 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CLASS OF ACTIVITY: CHARITY NAME: PUBLIC CHARITIES CASH CONTRIBUTION: 77,926 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES IRON LUNG PROJECT 850 TOTAL 850 |
| FORM 990-EZ, PART III | TO ACCEPT DONATIONS TO FUND CHARITABLE AND EDUCATIONAL ACTIVITIES DEVELOPED AND SPONSORED BY ROTARY DISTRICT 6440, THE INDIVIDUAL ROTARY CLUBS IN ROTARY DISTRICT 6440, AND THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL. |
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