NEWTON ROTARY FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NEWTON ROTARY FOUNDATION (EIN 04-3581396)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202221369349204727
- Schema version
- 2020v4.1
- 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 | 2022-05-16T12:42:27-04:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043133724 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deb Rogers CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 Elliot Street Suite 10 | AddressLine1Txt |
| City | Newton Upper Falls | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043581396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTON ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600057 | AddressLine1Txt |
| City | NEWTONVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW WILLINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6175486404 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | WILLINGER | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah Rogers | PreparerPersonNm |
| PTIN | P00352119 | PTIN |
| Phone | 6176416733 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $39,193 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $38,629 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $564 | InvestmentIncomeAmt |
| Total Revenue | $39,193 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $54,377 | GrantsAndSimilarAmountsPaidAmt |
| Total Expenses | $54,377 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$15,184 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $61,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,163 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,347 | BOYAmt |
| EOY | $61,911 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,347 | BOYAmt |
| EOY | $61,911 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,748 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,347 | BOYAmt |
| EOY | $46,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | COMMUNITY SERVICE GRANTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | COMMUNITY SERVICE GRANTS | DescriptionProgramSrvcAccomTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ANDREW WILLINGER | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| SUSAN PEGHINY | ||||
| PRESIDENT | 0.00 | $0 | $0 | $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 |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW WILLINGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 WESTCHESTER ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175486404 | 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 | $1,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,629 | CurrentTaxYearAmt |
| Total | $169,769 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,629 | CurrentTaxYearAmt |
| Total | $169,769 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $169,769 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $564 | CurrentTaxYearAmt |
| Total | $4,508 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $564 | CurrentTaxYearAmt |
| Total | $4,508 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,193 | CurrentTaxYearAmt |
| Total | $174,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97100 | PublicSupportPY509Pct |
| Investment Income CY | 0.03000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Amended return information | ORIGINAL RETURN WAS FILED BASED ON PRELIMINARY INFORMATION. CONTRIBUTIONS DO NOT NORMALLY EXCEED $50,000 BUT A FORM 990ez IS REQUIRED IN THE STATE SO THIS AMENDED RETURN CHANGES THE INFORMATION REPORTED. |
| List of grants and similar amounts paid Part I line 10 | Activity CHARITABLE DONATIONS Grantee FEED BOSTON Street GREATER BOSTON FOOD BANK City, State, Zip Boston, MA 02118Relationship NONE Amount 5,100Activity CHARITABLE DONATIONS Grantee NEWTON FOOD PANTRY Street 1000 COMMONWEALTH AVENUE City, State, Zip Newton Center, MA 02459Relationship NONE Amount 9,477Activity CHRITABLE DONATIONS Grantee NEED Street NEWTON FOOD BANK City, State, Zip Newton Center, MA 02459Relationship NONE Amount 100Activity CHARITABLE DONATIONS Grantee DREAMFAR Street 19 FAIRMONT City, State, Zip Newton, MA 02458Relationship NONE Amount 1,000Activity CHARITABLE DONATIONS Grantee HOLIDAY TOY DRIVE Street NEWTON City, State, Zip Newton Center, MA 02459Relationship NONE Amount 1,038Activity CHARITABLE DONATIONS Grantee BOYS AND GIRLS CLUB Street 675 WATERTOWN ST City, State, Zip Newtonville, MA 02460Relationship NONE Amount 3,923Activity CHARITABLE DONATIONS Grantee NEWTON AT HOME Street 206 WALTHAM STREET City, State, Zip West Newton, MA 02465Relationship NONE Amount 4,502Activity CHARITABLE DONATIONS Grantee SECOND STEP Street PO BOX 600213 City, State, Zip Newtonville, MA 02460Relationship NONE Amount 2,112Activity CHARITABLE DONATIONS Grantee LEARNING PREP SCHOOL Street 1507 WASHINGTON City, State, Zip West Newton, MA 02465Relationship NONE Amount 1,800Activity CHARITABLE DONATIONS Grantee NEW COMMUNITY DEVELOPMENT Street 425 WATERTOWN ST 205 City, State, Zip Newton, MA 02458Relationship NONE Amount 1,000Activity CHARITABLE DONATIONS Grantee NEWTON EMERGENCY FUND Street 1000 COMMONWEALTH AVE City, State, Zip Newton Center, MA 02459Relationship NONE Amount 5,325Activity CHARITABLE DONATION Grantee YMCA Street 275 CHURCH STREET City, State, Zip Newton, MA 02458Relationship NONE Amount 2,500Activity CHARITABLE DONATIONS Grantee PROJECT TAKEOUT NOURISHING NEWTON Street 1000 COMMONWEALTH AVE City, State, Zip Newton Center, MA 02459Relationship NONE Amount 16,500 |
| Description of total liabilities Part II line 26 | Category Beginning of Year End of YearPAYABLE ROTARY 0 15,748 |
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