WAKEFIELD ROTARY CHARITABLE FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WAKEFIELD ROTARY CHARITABLE FOUNDATION INC (EIN 06-1492650)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-11
IRS object ID
202320429349300917
Schema version
2021v4.2
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)
Return2023-02-11T15:52:06-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Signature2023-02-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJamesPersonFirstNm
Person LastBlackerbyPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBetsy C Wisehart CPAPreparerPersonNm
PTINP01341637PTIN
Phone4017924800PhoneNum
Preparation2023-02-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$25,480GrossReceiptsAmt
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$1,353PYContributionsGrantsAmt
CY Contributions Grants$1,353CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,992PYInvestmentIncomeAmt
CY Investment Income$24,127CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,345PYTotalRevenueAmt
CY Total Revenue$25,480CYTotalRevenueAmt
PY Grants And Similar Paid$3,130PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,130CYGrantsAndSimilarPaidAmt
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$7,673PYOtherExpensesAmt
CY Other Expenses$7,674CYOtherExpensesAmt
PY Total Expenses$10,803PYTotalExpensesAmt
CY Total Expenses$10,804CYTotalExpensesAmt
PY Revenues Less Expenses-$5,458PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,676CYRevenuesLessExpensesAmt
Total Assets BOY$677,896TotalAssetsBOYAmt
Total Assets EOY$609,218TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$677,896NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$609,218NetAssetsOrFundBalancesEOYAmt
MissionEducational and Charitable GrantsMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,130ExpenseAmt
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

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescThe Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement and community service among students in the community through scholarships.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,130TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
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
Linda Hennessey
Secretary1.000.00Yes (X)$0$0$0
James W Blackerby
Treasurer1.000.00Yes (X)$0$0$0
Lori Horton
Director1.000.00Yes (X)$0$0$0
Phil Tracey
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$1,353AllOtherContributionsAmt
Total Contributions$1,353TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,127TotalRevenueColumnAmt
Related Or Exempt Func Income$24,127RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,480TotalRevenueColumnAmt
Related Or Exempt Func Income$24,127RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,130TotalAmt
Program Services$3,130ProgramServicesAmt

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$4,916TotalAmt
Management And General$4,916ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

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

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,064TotalAmt
Management And General$2,064ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,804TotalAmt
Program Services$3,130ProgramServicesAmt
Management And General$7,674ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,029BOYAmt
EOY$7,009EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$671,867BOYAmt
EOY$602,209EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$677,896BOYAmt
EOY$609,218EOYAmt

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$557,564BOYAmt
EOY$488,886EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$677,896BOYAmt
EOY$609,218EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$677,896BOYAmt
EOY$609,218EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$14,676ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$83,354OtherChangesInNetAssetsAmt
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$33,225CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,870CurrentTaxYearMinus1YearAmt
Current Tax Year$1,353CurrentTaxYearAmt
Total$73,068TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,225CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,870CurrentTaxYearMinus1YearAmt
Current Tax Year$1,353CurrentTaxYearAmt
Total$73,068TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$73,068PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,282CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,036CurrentTaxYearMinus1YearAmt
Current Tax Year$3,992CurrentTaxYearAmt
Total$17,300TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,282CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,036CurrentTaxYearMinus1YearAmt
Current Tax Year$3,992CurrentTaxYearAmt
Total$17,300TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,760CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,906CurrentTaxYearMinus1YearAmt
Current Tax Year$5,345CurrentTaxYearAmt
Total$90,368TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.80860PublicSupportCY509Pct
Public Support PY5090.85850PublicSupportPY509Pct
Investment Income CY0.19000InvestmentIncomeCYPct
Investment Income PY0.14000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.