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FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-10
IRS object ID
202301309349201830
Schema version
2021v4.0
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)
Return2023-05-10T11:13:25-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastWESTERHAUSENPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE B MINNICH CPAPreparerPersonNm
PTINP00449902PTIN
Phone2604232414PhoneNum
Preparation2023-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
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$64,257GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$39,316ContributionsGiftsGrantsEtcAmt
Investment Income$3,180InvestmentIncomeAmt
Fundraising Gross Income$19,254FundraisingGrossIncomeAmt
Special Events Direct Expenses$8,003SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$11,251SpecialEventsNetIncomeLossAmt
Other Revenue Total$2,507OtherRevenueTotalAmt
Total Revenue$56,254TotalRevenueAmt
Grants And Similar Amounts Paid$45,506GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$7,016SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$10,639OtherExpensesTotalAmt
Total Expenses$63,911TotalExpensesAmt
Excess Or Deficit For Year-$7,657ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$414,829NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$21,655OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$385,517NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$277,249BOYAmt
EOY$267,957EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$137,999BOYAmt
EOY$124,281EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$415,248BOYAmt
EOY$392,238EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$419BOYAmt
EOY$6,721EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$414,829BOYAmt
EOY$385,517EOYAmt
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 GO BABY GO PROGRAM THROUGH HUNTINGTON UNIVERSITY. MARDI GRAS EVENT PROFITS FROM 2021 WERE CONTRIBUTED TO BRING IT, INC., A LOCAL NONPROFIT ORGANIZATION AND 9 STUDENTS FOR INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO PROVIDE MEDICAL ASSISTANCE.$38,235$42,258
WASHINGTON ELEMENTARY: SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN.$4,270$4,270
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. CLEO FOX AWARDS - ENCOURAGE INSTRUMENTAL MUSIC ACHIEVEMENT IN HIGH SCHOOL STUDENTS BY AWARDING SCHOLARSHIPS TO SUMMER MUSIC PROGRAMS. 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. NOTE: NOT ALL OF THESE ONGOING PROGRAMS WERE FUNDED THIS YEAR DUE TO THE COVID-19 PANDEMIC.$1,100
X$3,001$3,001Yes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$50,629TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (21 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JANE WILKS
SECRETARY10.00$13,152
LYNNE GILMORE
PRESIDENT5.00$0
KURT BEUCHEL
PRESIDENT EL0.50$0
STEPHANIE VEIT
VICE PRESIDE0.50$0
MARK WESTERHAUSEN
TREASURER2.50$0
JEFF PEAT
PAST PRESIDE0.50$0
KATHY CALLEN
DIRECTOR0.50$0
MARK HISEY
DIRECTOR0.50$0
JIM MATTHEWS
DIRECTOR0.50$0
LORI STINSON
DIRECTOR0.50$0
ASHLEY WARREN
DIRECTOR0.50$0
CHARLES CAMMACK
DIRECTOR0.50$0
SHARON POHLY
DIRECTOR0.50$0
JOHN HOFFMAN
DIRECTOR0.50$0
EVAN HYNDMAN
DIRECTOR0.50$0
NICK SHAH
DIRECTOR0.50$0
DAVE DYER
DIRECTOR0.50$0
JAY MADDOX
DIRECTOR0.50$0
RAMESH NARANG
DIRECTOR0.50$0
STEVE SMITH
DIRECTOR0.50$0
JONATHAN BUSAROW
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
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

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$112,928CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$210,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,002CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,463CurrentTaxYearMinus1YearAmt
Current Tax Year$39,316CurrentTaxYearAmt
Total$517,737TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,220CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,578CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,763CurrentTaxYearMinus1YearAmt
Current Tax Year$19,254CurrentTaxYearAmt
Total$86,795TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$133,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$228,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$111,580CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$72,226CurrentTaxYearMinus1YearAmt
Current Tax Year$58,570CurrentTaxYearAmt
Total$604,532TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,110CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$127,988TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,110CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$127,988TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$476,544PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,320CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,068CurrentTaxYearMinus1YearAmt
Current Tax Year$3,180CurrentTaxYearAmt
Total$16,640TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,320CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,068CurrentTaxYearMinus1YearAmt
Current Tax Year$3,180CurrentTaxYearAmt
Total$16,640TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year$1,507CurrentTaxYearAmt
Total$1,507TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$310CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$685CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24CurrentTaxYearMinus1YearAmt
Current Tax Year$2,507CurrentTaxYearAmt
Total$3,526TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$137,412CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$232,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,318CurrentTaxYearMinus1YearAmt
Current Tax Year$65,764CurrentTaxYearAmt
Total$626,205TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.76100PublicSupportCY509Pct
Public Support PY5090.64240PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
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 3,526ExplanationTxt

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$33,454GrossReceiptsEvent1Amt
Charitable Contri Event1$14,200CharitableContriEvent1Amt
Gross Revenue Event1$19,254GrossRevenueEvent1Amt
Food And Beverage Event1$8,003FoodAndBeverageEvent1Amt
Gross Receipts Total$33,454GrossReceiptsTotalAmt
Charitable Contributions Tot$14,200CharitableContributionsTotAmt
Gross Revenue Total Events$19,254GrossRevenueTotalEventsAmt
Food And Beverage Total Events$8,003FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$8,003DirectExpenseSummaryEventsAmt
Net Income Summary$11,251NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8OTHER INCOME 2,507 TOTAL 2,507
FORM 990-EZ, PART I, LINE 10NAME: WELLSPRING INTERFAITH SOCIAL SERVIC ADDRESS: 1316 BROADWAY FORT WAYNE, IN 46802 CASH CONTRIBUTION: 13,000
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 2,984 OFFICE 1,942 YOUTH EXCHANGE EXPENSES 1,100 OTHER EXPENSES 875 NON-INVESTMENT DEPRECIATION 3,738 TOTAL 10,639
FORM 990-EZ, PART I, LINE 20UNREALIZED LOSS ON INVESTMENTS -21,655
FORM 990-EZ, PART II, LINE 24ACCOUNTS RECEIVABLE 9,980 0 CLOCK TOWER 149,511 149,511 LESS ACCUMULATED DEPRECIATION 21,492 25,230 TOTAL 137,999 124,281
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 419 6,721
FORM 990-EZ, PART III, LINE 28SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE OPPORTUNITIES AND THE GO BABY GO PROGRAM THROUGH HUNTINGTON UNIVERSITY. MARDI GRAS EVENT PROFITS FROM 2021 WERE CONTRIBUTED TO BRING IT, INC., A LOCAL NONPROFIT ORGANIZATION AND 9 STUDENTS FOR INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO PROVIDE MEDICAL ASSISTANCE.
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. CLEO FOX AWARDS - ENCOURAGE INSTRUMENTAL MUSIC ACHIEVEMENT IN HIGH SCHOOL STUDENTS BY AWARDING SCHOLARSHIPS TO SUMMER MUSIC PROGRAMS. 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. NOTE: NOT ALL OF THESE ONGOING PROGRAMS WERE FUNDED THIS YEAR DUE TO THE COVID-19 PANDEMIC.
FORM 990-EZ, PART III, LINE 31X

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