BEAUMONT ROTARY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEAUMONT ROTARY FOUNDATION INC (EIN 23-7350450)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202343189349309284
- 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 | 2023-11-14T14:03:04-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760001095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE BLACKBURN MEEK MAXEY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 EASTEX FWY | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 777034643 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237350450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAUMONT ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAU | BusinessNameControlTxt |
| Phone | 4098421913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 IH10 SOUTH STE 213 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 777052631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHIL DUNLAP | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4098421913 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHIL | PersonFirstNm |
| Person Last | DUNLAP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | JULIA F HAYES | PreparerPersonNm |
| PTIN | P00080882 | PTIN |
| Phone | 4098987610 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHIL DUNLAP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 IH10 SOUTH STE 213 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $165,837 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE BEAUMONT ROTARY FOUNDATION IS TO SUPPORT CHARITABLE PROJECTS OF THE ROTARY CLUB OF BEAUMONT FOR COMMUNITY AND INTERNATIONAL PROJECTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $154,296 | PYContributionsGrantsAmt |
| CY Contributions Grants | $120,924 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,107 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,238 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,504 | PYOtherRevenueAmt |
| CY Other Revenue | $4,720 | CYOtherRevenueAmt |
| PY Total Revenue | $172,907 | PYTotalRevenueAmt |
| CY Total Revenue | $138,882 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $105,974 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,510 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $558 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,446 | PYOtherExpensesAmt |
| CY Other Expenses | $51,578 | CYOtherExpensesAmt |
| PY Total Expenses | $134,420 | PYTotalExpensesAmt |
| CY Total Expenses | $81,088 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,487 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $57,794 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $723,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $864,998 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,113 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,770 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $676,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $785,228 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE BEAUMONT ROTARY FOUNDATION IS TO SUPPORT CHARITABLE PROJECTS OF THE ROTARY CLUB OF BEAUMONT FOR COMMUNITY AND INTERNATIONAL PROJECTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,910 | ExpenseAmt |
| Revenue | $62,022 | RevenueAmt |
| Desc | LOCAL PROJECTS INCLUDING COLLEGE SCHOLARSHIPS, SPECIAL SCHOLARSHIP FOR STUDENTS RETURNING TO SCHOOL WHO ARE IN FINANCIAL NEED, LOCAL DISASTER RELIEF DUE TO FLOODING, LITERACY PROJECT IN LOCAL ELEMENTARY SCHOOLS AND SUPPORT OF LOCAL NON-PROFIT ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,532 | ExpenseAmt |
| Revenue | $48,665 | RevenueAmt |
| Desc | "SHOW YOUR COLORS" A JOINT PROJECT OF THE ROTARY CLUB OF BEAUMONT AND THE THREE RIVERS COUNCIL OF THE BOY SCOUTS OF AMERICA WHICH DISPLAYS THE AMERICAN FLAG AT OVER 500 LOCATIONS ON SIX FEDERAL HOLIDAYS. THIS PROJECT PROVIDES SUPPORT TO THE THREE RIVERS COUNCIL OF BOY SCOUTS OF AMERICA AND PROMOTE AWARENESS AND FURTHER FOSTERS A SENSE OF PATRIOTISM WITHIN OUR COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,474 | ExpenseAmt |
| Grant | $29,510 | GrantAmt |
| Revenue | $10,237 | RevenueAmt |
| Desc | SUPPORT PROVIDED TO ROTARY FOUNDATION, A 501(C)(3) ORGANIZATION, WHICH ENABLES ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH A VARIETY OF HUMANITARIAN PROGRAMS. IN ADDITION, OTHER SPECIFIC INTERNATIONAL PROJECTS INCLUDE ERADICATION OF POLIO AND LAYETTE PEOJECT IN NICARAGUA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER ACCOMPLISHMENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $65,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE BLACKBURN MEEK MAXEY & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4098987610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 EASTEX FREEWAY | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRAD BROWN | ||||||
| IMMEDIATE PA | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOANNE BROWN | ||||||
| CLUB PRESIDE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PHIL DUNLAP | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRAIG ESCAMILLA | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHUCK HEARE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBEKAH MAXWELL | ||||||
| PRESIDENT EL | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $23,112 | FundraisingAmt |
| All Other Contributions | $97,812 | AllOtherContributionsAmt |
| Total Contributions | $120,924 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,158 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,511 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,431 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,920 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,920 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,244 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,112 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,524 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,720 | TotalRevenueColumnAmt |
| Exclusion | $4,720 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,238 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,720 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,010 | TotalAmt |
| Program Services | $16,010 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Program Services | $13,500 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,435 | TotalAmt |
| Management And General | $2,192 | ManagementAndGeneralAmt |
| Fundraising | $243 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,155 | TotalAmt |
| Management And General | $2,840 | ManagementAndGeneralAmt |
| Fundraising | $315 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056 | TotalAmt |
| Management And General | $1,056 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FLAG PROJECT EXPENSE | $13,532 | $13,532 |
| INTERNATIONAL POJECT LAYE | $7,464 | $7,464 |
| SCHOLARSHIPS | $5,000 | $5,000 |
| LITERACY PROJECT | $3,713 | $3,713 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,723 | TotalAmt |
| Program Services | $6,697 | ProgramServicesAmt |
| Management And General | $26 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,088 | TotalAmt |
| Program Services | $65,916 | ProgramServicesAmt |
| Management And General | $14,614 | ManagementAndGeneralAmt |
| Fundraising | $558 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,241 | BOYAmt |
| EOY | $70,722 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100 | BOYAmt |
| EOY | $38,818 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,511 | BOYAmt |
| EOY | $746,974 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,294 | BOYAmt |
| EOY | $8,484 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,146 | BOYAmt |
| EOY | $864,998 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,850 | BOYAmt |
| EOY | $33,002 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584 | BOYAmt |
| EOY | $46,768 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,679 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,113 | BOYAmt |
| EOY | $79,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,768 | BOYAmt |
| EOY | $785,228 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,265 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,033 | BOYAmt |
| EOY | $785,228 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,146 | BOYAmt |
| EOY | $864,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $57,794 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $51,401 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 Minus4 Years | $132,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,924 | CurrentTaxYearAmt |
| Total | $636,707 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,924 | CurrentTaxYearAmt |
| Total | $636,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $636,707 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,329 | CurrentTaxYearMinus2YearsAmt |
| Total | $37,893 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $9,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,244 | CurrentTaxYearAmt |
| Total | $48,746 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $723,346 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $64,572 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | TICKET SALES 34,502 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $138,882 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $138,882 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $138,882 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $81,088 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $81,088 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $81,088 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant | DISASTER RELIEF | PurposeOfGrantTxt |
| Cash Grant | $13,500 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE DOWN EVENT | Event1Nm |
| Gross Receipts Event1 | $37,356 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,112 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,244 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,524 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,356 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,112 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,244 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,524 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,524 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,720 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROTARY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14280 COLLECTIONS CENTER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $8,000 | CashGrantAmt |
| Purpose Of Grant | EVERY ROTARIAN | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIP RECIPIENTS MUST TURN IN GRADES INDICATING THAT THEY HAVE A PASSING GRADE TO THE ROTARY OFFICE BEFORE THEY CAN BE APPROVED TO RECEIVE GRANTS FOR THE NEXT SEMESTER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS FROM THE ROTARY CLUB MEMBERSHIP, BOY SCOUTS OF AMERICA AND THE COMMUNITY PROVIDE THE FOLLOWING SERVICES TO THE ROTARY FOUNDATION: DELIVERY OF FLAGS FOR THE FLAG PROJECT. DELIVERY OF THE BOOKS TO 1ST GRADERS THROUGHOUT THE COMMUNITY. PREPARATION OF LAYETTE BAGS FOR NEW MOTHERS IN NICARAGUA. REVIEW OF SCHOLARSHIP APPLICATIONS FOR THE SCHOLARSHIP PROGRAM. IN ADDITION, ALL TRUSTEES CONTRIBUTE THEIR TIME TO MEET QUARTERLY AND TO REVIEW FINANCIAL INFORMATION, SET POLICY AND GIVE GUIDANCE. THESE INDIVIDUALS AR ENOT PAID FOR THEIR TIME. |
| FORM 990, PAGE 2, PART III, LINE 4D | ALL OTHER ACCOMPLISHMENTS |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 WILL BE PRESENTED TO THE CURRENT BOARD MEMBERS FOR REVIEW AND COMMENTS AND THEN VOTED ON AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. UPON APPROVAL BY THE BOARD, THE RETURN WILL BE ELECTRONICALLY FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AT THE ROTARY CLUB OFFICE LOCATED AT 2355 IH-10 SOUTH, SUITE 213, BEAUMONT, TX 77705. |
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