SPOKANE ROTARY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SPOKANE ROTARY FOUNDATION (EIN 91-1663352)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-07-31
- IRS object ID
- 202132129349300403
- Schema version
- 2020v4.0
- 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 | 2021-07-31T11:50:07-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454295785 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWARTZER TAX AND ACCOUNTING PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10405 E MCDOWELL MTN RANCH RD STE 2 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852557532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911663352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOKANE ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPOK | BusinessNameControlTxt |
| Phone | 5095348998 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 W RIVERSIDE AVE P O BOX 1117 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M PATRICK | PersonNm |
| Person Title | SECRETARY /TREASURER | PersonTitleTxt |
| Phone | 5095348998 | PhoneNum |
| Signature | 2021-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | PATRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J SCHWARTZER CPA | PreparerPersonNm |
| PTIN | P01572185 | PTIN |
| Phone | 4807884222 | PhoneNum |
| Preparation | 2021-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS M PATRICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8924 E PINNACLEPEAKRD STEG5PMB203 | AddressLine1Txt |
| Address Line2 | SUITE G5 PMB 203 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $766,793 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SPOKANE ROTARY FOUNDATION ACCEPTS CONTRIBUTIONS AND THEN INVESTS AND MANAGES THESE CONTRIBUTIONS IN PERPETUITY. A PERCENTAGE OF THE FAIR MARKET VALUE (3 YEAR AVERAGE)IS DISTRIBUTED TO ROTARY COMMUNITY SERVICES, INC.ON A QUARTERLY BASIS. ROTARY COMMUNITY SERVICES, INC. THEN DISTRIBUTES THE MONEY THROUGH ITS CHARITABLE COMMITTEES INCLUDING YOUTH SERVICES, DISABILITIES, CIVIC AFFAIRS, VOCATIONAL SERVICES (INCLUDING SCHOLARSHIPS) AND INTERNATIONAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $21,417 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,705 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $100,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $747,088 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $122,341 | PYTotalRevenueAmt |
| CY Total Revenue | $766,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $88,245 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $87,680 | 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 | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,892 | PYOtherExpensesAmt |
| CY Other Expenses | $9,866 | CYOtherExpensesAmt |
| PY Total Expenses | $99,137 | PYTotalExpensesAmt |
| CY Total Expenses | $97,546 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,204 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $669,247 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,090,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,896,182 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,090,305 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,896,182 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SPOKANE ROTARY FOUNDATION ACCEPTS CONTRIBUTIONS AND THEN INVESTS AND MANAGES THESE CONTRIBUTIONS WHICH ARE DISTRIBUTED TO ROTARY COMMUNITY SERVICES, INC.(RCS). RCS THEN DISTRIBUTES THE MONEY THROUGH COMMITTEES TO THE HANDICAP AND YOUTH OF THE INLAND NORTHWEST. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $87,680 | ExpenseAmt |
| Grant | $87,680 | GrantAmt |
| Desc | THE ORGANIZATION MAINTAINS AN ENDOWMENT WHICH IS INVESTED TO EARN A RETURN WHICH IS DISTRIBUTED TO ROTARY COMMUNITY SERVICES, INC FOR DISTRIBUTION BY THEIR COMMITTEES WHICH INCLUDE YOUTH SERVICES, DISABILITIES, CIVIC AFFAIRS, VOCATIONAL SERVICES INCLUDING SCHOLARSHIPS, AND INTERNATIONAL SERVICES. | Desc |
| Total Program Service Expenses | $87,680 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 | Yes (true) | 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 | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | 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 | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | false | 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 |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M PATRICK | PersonNm |
| Phone | 5095348998 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8924 E PINNACLEPEAKRD STEG5PMB203 | AddressLine1Txt |
| Address Line2 | SUITE G5 PMB 203 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| LAWRENCE STANLEY | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK REEVES | |||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS M PATRICK | |||||
| SECRETARY /T | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KYLE WEIR | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| WILLIAM PAPESH | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| MURRAY HUPPIN | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| MARK SONDEREN | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| ROBIN CORKERY | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| GARY STOKES | |||||
| TRUSTEE | 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 |
| All Other Contributions | $19,705 | AllOtherContributionsAmt |
| Total Contributions | $19,705 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $747,088 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $747,088 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $766,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $747,088 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,680 | TotalAmt |
| Program Services | $87,680 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEE | Desc |
| Total | $9,866 | TotalAmt |
| Management And General | $9,866 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,546 | TotalAmt |
| Program Services | $87,680 | ProgramServicesAmt |
| Management And General | $9,866 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,505 | BOYAmt |
| EOY | $33,541 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913,800 | BOYAmt |
| EOY | $2,862,641 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,090,305 | BOYAmt |
| EOY | $2,896,182 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $509,063 | BOYAmt |
| EOY | $725,435 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,581,242 | BOYAmt |
| EOY | $2,170,747 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,090,305 | BOYAmt |
| EOY | $2,896,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,090,305 | BOYAmt |
| EOY | $2,896,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $669,247 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $136,630 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY COMMUNITY SERVICES INC | BusinessNameLine1Txt |
| Business Name Line2 | ROTARY COMMUNITY SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916054990 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $87,680 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $87,680 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | false | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Activities Further Exempt Prps | Yes (true) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | false | ActivitiesEngagedOrgInvlmntInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | false | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION D, LINE 2 | THE OFFICERS IN THE SUPPORTING ORGANIZATION HAVE ALL BEEN PRIOR BOARD MEMBERS, PAST PRESIDENTS AND / OR OFFICERS OF THE SUPPORTED ORGANIZATION (ROTARY COMMUNITY SERVICE INC.) AND IT'S 501(C)(4) AFFILIATE ROTARY CLUB OF SPOKANE 21. |
| PART IV, SECTION D, LINE 3 | THE SUPPORTED ORGANIZATION (ROTARY COMMUNITY SERICE INC) DOES NOT HAVE AN ACTIVE ROLL IN INVESTMENT MANAGEMENT. HOWEVER THE SUPPORTED ORGANIZATION DOES CONTROL THE ALLOCATION OF FUNDS TO IT'S COMMITTEES SUBJECT TO RESTRICTIONS IMPOSED BY DONORS. |
| PART IV, SECTION E, LINE 2A | THE SOLE BENEFICIARY OF THE SPOKANE ROTARY FOUNDATION IS ROTARY COMMUNITY SERVICE, INC. THE SPOKANE ROTARY FOUNDATION INVESTS ITS CORPUS FOR THE PURPOSE OF GENERATING A RETURN. THE SPOKANE ROTARY FOUNDATION DISTRIBUTES A PORTION OF ITS RETURN (CURRENTLY 4% OF THE AVERAGE 3 YEARS FAIR MARKET VALUE) TO ROTARY COMMUNITY SERVICE INC TO SUPPLEMENT THAT ORGANIZATION'S CHARITABLE PURPOSE. THESE FUNDS ARE ALLOCATED TO AND DISTRIBUTED BY THEIR COMMITTEES FOR YOUTH SERVICES, DISABILITIES, CIVIC AFFAIRS, VOCATIONAL SERVICES INCLUDING SCHOLARSHIPS AND INTERNATIONAL SERVICE. |
| PART IV, SECTION E, LINE 3A | ROTARY COMMUNITY SERVICE INC (AS THE SOLE MEMBER OF THE SPOKANE ROTARY FOUNDATION) HAS THE RIGHT TO REMOVE OR REPLACE ANY AND ALL TRUSTEES OF THE SPOKANE ROTARY FOUNDATION. THE INITIAL BOARD OF TRUSTEES WAS APPOINTED BY THE THE BOARD OF DIRECTORS OF ROTARY COMMUNITY SERVICE, INC. AT THE END OF EACH TRUSTEE'S TERM, THAT TRUSTEE MAY BE RETAINED BY THE EXISTING BOARD OF TRUSTEES FOR ADDITIONAL TERMS AND FOR ANY TRUSTEE RESIGNING, SUBSEQUENT TRUSTEES ARE APPOINTED BY THE REMAINING MEMBERS OF THE BOARD OF TRUSTEES. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,090,305 | BeginningYearBalanceAmt |
| Contributions | $19,705 | ContributionsAmt |
| Investment Earnings Or Losses | $883,718 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $87,680 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $9,866 | AdministrativeExpensesAmt |
| End Year Balance | $2,896,182 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,246,983 | BeginningYearBalanceAmt |
| Contributions | $21,417 | ContributionsAmt |
| Investment Earnings Or Losses | -$78,958 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $88,245 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,892 | AdministrativeExpensesAmt |
| End Year Balance | $2,090,305 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,238,684 | BeginningYearBalanceAmt |
| Contributions | $23,603 | ContributionsAmt |
| Investment Earnings Or Losses | $77,732 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,211 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,825 | AdministrativeExpensesAmt |
| End Year Balance | $2,246,983 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,132,720 | BeginningYearBalanceAmt |
| Contributions | $56,250 | ContributionsAmt |
| Investment Earnings Or Losses | $137,137 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,673 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,750 | AdministrativeExpensesAmt |
| End Year Balance | $2,238,684 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,794,433 | BeginningYearBalanceAmt |
| Contributions | $110,248 | ContributionsAmt |
| Investment Earnings Or Losses | $308,898 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $71,320 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $9,539 | AdministrativeExpensesAmt |
| End Year Balance | $2,132,720 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
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 | ROTARY COMMUNITY SERVICES INC | BusinessNameLine1Txt |
| Business Name Line2 | ROTARY COMMUNITY SERVICES INC | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 W RIVERSIDE AVE P O BOX 1117 | AddressLine1Txt |
| Address Line2 | PO BOX 1117 | AddressLine2Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 916054990 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $87,680 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SPOKANE ROTARY FOUNDATION ACCEPTS CONTRIBUTIONS AND THEN INVESTS AND MANAGES THESE CONTRIBUTIONS WHICH ARE DISTRIBUTED TO ROTARY COMMUNITY SERVICES, INC.(RCS). RCS THEN DISTRIBUTES THE MONEY THROUGH COMMITTEES TO THE HANDICAP AND YOUTH OF THE INLAND NORTHWEST. |
| FORM 990, PAGE 1, PART I, LINE 6 | THE BOARD OF TRUSTEES IS MADED UP OF NINE ACTIVE ROTARIAN MEMBERS OF SPOKANE ROTARY CLUB 21. EACH TRUSTEE SERVES FOR A TERM OF 3 YEARS EXCEPT FOR THE IMMEDIATE PAST PRESIDENT OF SPOKANE ROTARY CLUB 21 WHO SERVES FOR A ONE YEAR TERM. TRUSTEES RECEIVE NO COMPENSATION OR BENEFITS FOR THEIR SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN IS REVIEWED BY THE TREASURER AND THEN APPROVED BY THE TRUSTEES AND FILED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
Comments