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FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-29
IRS object ID
202531199349200448
Schema version
2023v6.0
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)
Return2025-04-29T12:29:02-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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 CIRCLE DR W STE 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WESTERHAUSENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2604232414PhoneNum
Signature2025-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE B MINNICH CPAPreparerPersonNm
PTINP00449902PTIN
Phone2604232414PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$33,878GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$20,142ContributionsGiftsGrantsEtcAmt
Investment Income$5,846InvestmentIncomeAmt
Fundraising Gross Income$7,890FundraisingGrossIncomeAmt
Special Events Direct Expenses$3,874SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$4,016SpecialEventsNetIncomeLossAmt
Total Revenue$30,004TotalRevenueAmt
Grants And Similar Amounts Paid$20,150GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$10,544OtherExpensesTotalAmt
Total Expenses$31,444TotalExpensesAmt
Excess Or Deficit For Year-$1,440ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$388,764NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$44,885OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$432,209NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$273,772BOYAmt
EOY$311,089EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$120,543BOYAmt
EOY$126,230EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$394,315BOYAmt
EOY$437,319EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,551BOYAmt
EOY$5,110EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$388,764BOYAmt
EOY$432,209EOYAmt
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 HUNTINGTON UNIVERSITY GO BABY GO PROGRAM. MARDI GRAS EVENT PROFITS WERE CONTRIBUTED TO LEXY'S VOICE., A LOCAL NONPROFIT ORGANIZATION, AND INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO HELP FUND AN AUDIOLOGY CENTER IN GUATEMALA$13,613$18,335
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. 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.$3,000$8,253
WASHINGTON ELEMENTARY: SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN.$3,537$3,537
.Yes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$30,125TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (20 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHANIE VEIT
PRESIDENT5.00$0
JUSTIN CLUPPER
PRESIDENT EL0.50$0
SHARON POHLY
VICE PRESIDE0.50$0
MARK WESTERHAUSEN
TREASURER2.50$0
JANE WILKS
SECRETARY2.00$0
KURT BEUCHEL
PAST PRESIDE0.50$0
SUHA ABBASI
DIRECTOR0.50$0
KELLEY BAWMANN
DIRECTOR0.50$0
JONATHAN BUSAROW
DIRECTOR0.50$0
KATHY CALLEN
DIRECTOR0.50$0
JEANINE HEROLD
DIRECTOR0.50$0
JIM MATTHEWS
DIRECTOR0.50$0
ASHLEY MCDANIEL
DIRECTOR0.50$0
JOHN METZINGER
DIRECTOR0.50$0
NICK SHAH
DIRECTOR0.50$0
RENA SHOWN
DIRECTOR0.50$0
LORI STINSON
DIRECTOR0.50$0
NICHOLE THOMAS
DIRECTOR0.50$0
JUSTIN TOCKEY
DIRECTOR0.50$0
DAVE VAN GILDER
VICE PRESIDE0.50$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

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$89,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,463CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,316CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,272CurrentTaxYearMinus1YearAmt
Current Tax Year$20,142CurrentTaxYearAmt
Total$256,195TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,463CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,316CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,272CurrentTaxYearMinus1YearAmt
Current Tax Year$20,142CurrentTaxYearAmt
Total$256,195TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,025CurrentTaxYearAmt
Total$64,903TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,025CurrentTaxYearAmt
Total$64,903TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$191,292PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,180CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,957CurrentTaxYearMinus1YearAmt
Current Tax Year$5,846CurrentTaxYearAmt
Total$19,371TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,180CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,957CurrentTaxYearMinus1YearAmt
Current Tax Year$5,846CurrentTaxYearAmt
Total$19,371TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,569CurrentTaxYearMinus1YearAmt
Current Tax Year$4,016CurrentTaxYearAmt
Total$35,208TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,756CurrentTaxYearMinus1YearAmt
Total$8,972TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,774CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,254CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,554CurrentTaxYearMinus1YearAmt
Current Tax Year$30,004CurrentTaxYearAmt
Total$319,746TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.59830PublicSupportCY509Pct
Public Support PY5090.71580PublicSupportPY509Pct
Investment Income CY0.06000InvestmentIncomeCYPct
Investment Income PY0.03000InvestmentIncomePYPct
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 8,972ExplanationTxt

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES OFFICE 24 CONFERENCES/MEETINGS 2,134 YOUTH EXCHANGE EXPENSES 3,119 OTHER EXPENSES 1,529 NON-INVESTMENT DEPRECIATION 3,738 TOTAL 10,544
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 40,860 TRANSFER FROM ROTARY CLUB 4,025
FORM 990-EZ, PART II, LINE 24ACCOUNTS RECEIVABLE 0 9,425 CLOCK TOWER 149,511 149,511 LESS ACCUMULATED DEPRECIATION 28,968 32,706 TOTAL 120,543 126,230
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,551 5,110
FORM 990-EZ, PART III, LINE 28SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE OPPORTUNITIES AND THE HUNTINGTON UNIVERSITY GO BABY GO PROGRAM. MARDI GRAS EVENT PROFITS WERE CONTRIBUTED TO LEXY'S VOICE., A LOCAL NONPROFIT ORGANIZATION, AND INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO HELP FUND AN AUDIOLOGY CENTER IN GUATEMALA
FORM 990-EZ, PART III, LINE 29INTERNATIONAL 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. 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.
FORM 990-EZ, PART III, LINE 31.

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