BREAKFAST ROTARY CHAR FDN: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BREAKFAST ROTARY CHAR FDN (EIN 36-4179261)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-10
- IRS object ID
- 202243149349203379
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T04:16:42-00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363614997 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eder Casella & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 W Elm Street Suite 203 | AddressLine1Txt |
| City | McHenry | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364179261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Breakfast Rotary Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREA | BusinessNameControlTxt |
| Phone | 8473823366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 Timber Ridge Ln | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joe Connelly | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8473823366 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joe | PersonFirstNm |
| Person Last | Connelly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cheryden Juergensen | PreparerPersonNm |
| PTIN | P01252676 | PTIN |
| Phone | 8153441300 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $88,147 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $87,925 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $222 | InvestmentIncomeAmt |
| Special Events Direct Expenses | $3,285 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$3,285 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $84,862 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $40,108 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $115 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $19,962 | OtherExpensesTotalAmt |
| Total Expenses | $60,185 | TotalExpensesAmt |
| Excess Or Deficit For Year | $24,677 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $146,623 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $171,300 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,239 | BOYAmt |
| EOY | $168,380 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,384 | BOYAmt |
| EOY | $3,795 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,623 | BOYAmt |
| EOY | $172,175 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $875 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,623 | BOYAmt |
| EOY | $171,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Service above self | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Actively participating in several international projects in Guatemala, including providing a village with a mechanical soy cow, providing funding to help eradicate polio and makes donations to many local charities. | $5,496 |
| The Organization provides several scholarships annually. | $34,612 |
| The Organization participates in various community service initiatives throughout the year. | $17,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $57,789 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Joe Connelly | ||
| President | 002.00 | $0 |
| Steve Hollis | ||
| Director | 002.00 | $0 |
| Pat Boquist | ||
| President Elect | 002.00 | $0 |
| Pat Hogan | ||
| Secretary | 002.00 | $0 |
| Bruce Grabenkort | ||
| Treasurer | 002.00 | $0 |
| Lewis Parks | ||
| Immediate Past President | 002.00 | $0 |
| Ibrahim La'ah | ||
| Director | 002.00 | $0 |
| Jenkins Davis | ||
| Director | 002.00 | $0 |
| Kris Young | ||
| Director | 002.00 | $0 |
| Terry Cullum | ||
| President | 002.00 | $0 |
| Maria Coons | ||
| Director | 002.00 | $0 |
| Alexis Portugal | ||
| Director | 002.00 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eder Casella & Co | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 West Main Street Suite 100 | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8473823366 | 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 |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,687 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,925 | CurrentTaxYearAmt |
| Total | $419,359 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,916 | CurrentTaxYearMinus3YearsAmt |
| Total | $131,131 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,925 | CurrentTaxYearAmt |
| Total | $550,490 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $550,490 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222 | CurrentTaxYearAmt |
| Total | $2,145 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222 | CurrentTaxYearAmt |
| Total | $2,145 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,147 | CurrentTaxYearAmt |
| Total | $552,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99640 | PublicSupportPY509Pct |
| Investment Income CY | 0.00390 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00360 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Fundraiser | Event1Nm |
| Gross Receipts Event1 | $39,418 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,418 | CharitableContriEvent1Amt |
| Cash Prizes Event1 | $3,115 | CashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $170 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $39,418 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $39,418 | CharitableContributionsTotAmt |
| Cash Prizes Total Events | $3,115 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $170 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,285 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,285 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16, Other Expenses | Supplies 779 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Office 1,503 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Community Service 17,680 |
| Form 990-EZ, Part II, Line 24, Other Assets | Due From Rotary Club Beginning of year 36,384, End of year 3,795 |
| Form 990-EZ, Part II, Line 26, Liabilities | Paul Harris Donation Beginning of year 0, End of year 875 |
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