FOUNDATION OF THE SOMERVILLE AND BRIDGEWATER ROTARY CLUB INC: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION OF THE SOMERVILLE AND BRIDGEWATER ROTARY CLUB INC (EIN 22-2773043)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-19
IRS object ID
202101399349200500
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2021-05-19T01:39:30-00:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PAMELA BEZNER ALI CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1289 COLONIA BLVDAddressLine1Txt
CityCOLONIACityNm
State AbbreviationNJStateAbbreviationCd
ZIP07067ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222773043EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION OF THE SOMERVILLE AND BRIDGEWATER ROTARY CLUB INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone9085750300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16AddressLine1Txt
CitySomervilleCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08876ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT HARDGROVEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2021-05-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA B ALIPreparerPersonNm
Phone9086230067PhoneNum
Preparation2021-05-18PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$119,432GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$9,267ContributionsGiftsGrantsEtcAmt
Investment Income$4,414InvestmentIncomeAmt
Sale Of Assets Gross$98,636SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$123,917CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$25,281GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$7,115FundraisingGrossIncomeAmt
Special Events Direct Expenses$3,267SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$3,848SpecialEventsNetIncomeLossAmt
Total Revenue-$7,752TotalRevenueAmt
Grants And Similar Amounts Paid$20,151GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$709OtherExpensesTotalAmt
Total Expenses$20,860TotalExpensesAmt
Excess Or Deficit For Year-$28,612ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$301,101NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$12,625OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$285,114NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$301,101BOYAmt
EOY$285,114EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$301,101BOYAmt
EOY$285,114EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$301,101BOYAmt
EOY$285,114EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO PROVIDE SCHOLARSHIPS AND GRANTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
SCHOLARSHIPS AND AWARDS TO LOCAL HIGH SCHOOL STUDENTS FOR HIGHER EDUCATION ASSISTANCE.$12,000
CONTRIBUTION TO OUR INTERNATIONAL FOUNDATIONS FUNDRAISING CAMPAIGN FOR IMPROVED LIVING STANDARDS AROUIND THE WORLD.$3,151
CONTRIBUTIONS TO LOCAL ORGANIZATIONS.$5,000
FieldValueIRS element (for citing)
Total Program Service Expenses$20,151TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT HARDGROVE
PRESIDENT002.00$0
ANDREA THORNE
TREASURER002.00$0
LINDA OLSON
SECRETARY000.00$0
MARY JANE SALVATO
MEMBER AT LARGE000.00$0
JOY JAGIELLO
DIRECTOR000.00$0
CRAIG MACARTHUR
DIRECTOR000.00$0
NEIL ABITABILO
DIRECTOR000.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTAXPAYERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11124 RT 202 SOUTH STE BAddressLine1Txt
CityRARITANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08869ZIPCd
FieldValueIRS element (for citing)
Phone9085750300PhoneNum
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
Public Support Total170$0PublicSupportTotal170Amt
Public Support CY1700.00000PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,776CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,097CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,967CurrentTaxYearMinus1YearAmt
Current Tax Year$9,267CurrentTaxYearAmt
Total$52,249TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,116CurrentTaxYearMinus1YearAmt
Current Tax Year$7,115CurrentTaxYearAmt
Total$38,708TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,291CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,490CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,083CurrentTaxYearMinus1YearAmt
Current Tax Year$16,382CurrentTaxYearAmt
Total$90,957TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$90,957PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,963CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,549CurrentTaxYearMinus1YearAmt
Current Tax Year$4,414CurrentTaxYearAmt
Total$23,339TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,963CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,549CurrentTaxYearMinus1YearAmt
Current Tax Year$4,414CurrentTaxYearAmt
Total$23,339TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$25,000CurrentTaxYearMinus1YearAmt
Total$25,000TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,430CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,254CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,184CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,632CurrentTaxYearMinus1YearAmt
Current Tax Year$20,796CurrentTaxYearAmt
Total$139,296TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.65300PublicSupportCY509Pct
Public Support PY5090.64450PublicSupportPY509Pct
Investment Income CY0.16750InvestmentIncomeCYPct
Investment Income PY0.17470InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind
Facts And Circumstances TestPart III Section B Line 12 Column d, for fiscal year beginning in 2018 - Includes a 25,000 bequest from the estate of a former Rotarian. The amount is larger than regular donations, does not include restrictions, and was not from a founder of the organization.FactsAndCircumstancesTestTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event14-H FAIREvent1Nm
Gross Receipts Event1$3,796GrossReceiptsEvent1Amt
Gross Revenue Event1$3,796GrossRevenueEvent1Amt
Food And Beverage Event1$1,424FoodAndBeverageEvent1Amt
Event2PANCAKE BREAKFASTEvent2Nm
Gross Receipts Event2$3,319GrossReceiptsEvent2Amt
Gross Revenue Event2$3,319GrossRevenueEvent2Amt
Food And Beverage Event2$1,843FoodAndBeverageEvent2Amt
Gross Receipts Total$7,115GrossReceiptsTotalAmt
Gross Revenue Total Events$7,115GrossRevenueTotalEventsAmt
Food And Beverage Total Events$3,267FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$3,267DirectExpenseSummaryEventsAmt
Net Income Summary$3,848NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 16, Other ExpensesInvestment and admin fees 709
Form 990-EZ, Part I, Line 20, Net AssetsUnrealized gain on fair market value of investments 12,625
Form 990-EZ, Part V, Section o, Line OInformation Regarding Personal Benefit Contracts The Organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The Organization did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.

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