ROTARY CLUB OF WOBURN CHARITABLE TRUST: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF WOBURN CHARITABLE TRUST (EIN 04-6917192)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-10
IRS object ID
202010429349200326
Schema version
2018v3.1
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)
Return2020-02-10T22:12:12-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475509441PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Donovan Langford AccountingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 Cedar Street Suite 25AddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046917192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rotary Club of Woburn Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2304AddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01888ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDaniel WalbournePersonNm
Person TitleTreasurerPersonTitleTxt
Phone7819425000PhoneNum
Signature2020-02-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAmeena LangfordPreparerPersonNm
PTINP01876438PTIN
Phone7819330236PhoneNum
Preparation2020-02-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.92.32.57IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-11IPDt
IP Tm13:55:06IPTm
Federal Original Submission Id0418482020042yczs3guFederalOriginalSubmissionId
Federal Original Submission Id2020-02-11FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFCAA7CB092697B5DA37CF8E7CED5954A8BA5B93DAtSubmissionCreationDeviceId
At Submission Filing Device IdFCAA7CB092697B5DA37CF8E7CED5954A8BA5B93DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$63,070GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$10,000ContributionsGiftsGrantsEtcAmt
Membership Dues$3,834MembershipDuesAmt
Fundraising Gross Income$49,236FundraisingGrossIncomeAmt
Special Events Direct Expenses$9,354SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$39,882SpecialEventsNetIncomeLossAmt
Total Revenue$53,716TotalRevenueAmt
Grants And Similar Amounts Paid$7,616GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$46,653OtherExpensesTotalAmt
Total Expenses$54,269TotalExpensesAmt
Excess Or Deficit For Year-$553ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$23,485NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,932NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$14,036BOYAmt
EOY$14,368EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$9,449BOYAmt
EOY$8,564EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,485BOYAmt
EOY$22,932EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$23,485BOYAmt
EOY$22,932EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCharitable Works in CommunityPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Cumming Grant Various Service Projects$10,000$12,312
Woburn Dollars for Scholars and Student Government Days$1,895
Woburn Council of Social Concern And Social Capital Inc$5,000
FieldValueIRS element (for citing)
Total Program Service Expenses$19,207TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Susan Hartmere
President5.00$0$0$0
Daniel Walbourne
Co-Treasurer5.00$0$0$0
Ameena M Langford
Co-Treasurer10.00$0$0$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
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAmeena M LangfordPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2304AddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01888ZIPCd
FieldValueIRS element (for citing)
Phone7819425000PhoneNum
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
School OperatingfalseSchoolOperatingInd
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$1,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,999CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,415CurrentTaxYearMinus1YearAmt
Current Tax Year$28,042CurrentTaxYearAmt
Total$49,900TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,698CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,451CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,670CurrentTaxYearMinus1YearAmt
Current Tax Year$44,522CurrentTaxYearAmt
Total$249,288TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,742CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,946CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,085CurrentTaxYearMinus1YearAmt
Current Tax Year$72,564CurrentTaxYearAmt
Total$299,188TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$299,188PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,742CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,946CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,085CurrentTaxYearMinus1YearAmt
Current Tax Year$72,564CurrentTaxYearAmt
Total$299,188TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd
Licensed StatesMALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MealsEvent1Nm
Gross Receipts Event1$18,659GrossReceiptsEvent1Amt
Gross Revenue Event1$18,659GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$16,079FoodAndBeverageEvent1Amt
Event2Golf TournamEvent2Nm
Gross Receipts Event2$24,428GrossReceiptsEvent2Amt
Gross Revenue Event2$24,428GrossRevenueEvent2Amt
Food And Beverage Event2$3,194FoodAndBeverageEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$5,115GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$5,115GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$2,133OthDirectExpnssOtherEventsAmt
Gross Receipts Total$48,202GrossReceiptsTotalAmt
Gross Revenue Total Events$48,202GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$19,273FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,133OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$26,406DirectExpenseSummaryEventsAmt
Net Income Summary$21,796NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
List of grants and similar amounts paid Part I line 10Activity JR Rotarians Amount 600Activity Social Capital Inc Amount 500Activity Hartmere Africa Polio Trip Amount 1,016Activity Woburn Council Social Concern Amount 5,000Activity Rotary Foundation Amount 500
Description of other expenses Part I line 16Description AmountMeals Fees 16,079Rotary International Dues 2,293Rotary District 7930 Dues 2,570Service Project Expenses 12,964Subscriptions 547Donations 6,120Postage 166Printing and marketing 2,049Special Event Expenses 3,365Taxes 500
Description of other assets Part II line 24Category Beginning of Year End of YearAccounts Recievable 9,449 8,564

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