ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH (EIN 75-1833897)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202021959349301822
- Schema version
- 2018v3.2
- 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 | 2020-07-13T09:52:31-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752962352 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLOGG & KELLOGG PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1320 LAKE ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751833897 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDOWMENT FUND OF ROTARY CLUB | BusinessNameLine1Txt |
| Business Name Line2 | OF FORT WORTH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDO | BusinessNameControlTxt |
| Phone | 8173327977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W7TH ST SUITE 715 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY LEWIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8179993795 | PhoneNum |
| Signature | 2019-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN KELLOGG | PreparerPersonNm |
| PTIN | P00083205 | PTIN |
| Phone | 8173323877 | PhoneNum |
| Preparation | 2020-07-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.200.43.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 09:52:31 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 468295764621D2A3039ED01D0E2C798D321F072E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 468295764621D2A3039ED01D0E2C798D321F072E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COURTNEY LEWIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W 7TH STREET | AddressLine1Txt |
| Address Line2 | SUITE 715 | AddressLine2Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,514 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROTARYFORTWORTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE ENDOWMENT FUND OF THE ROTARY CLUB OF FORT WORTH IS A NOT-FOR-PROFIT CORPORATION FORMED BY THE ROTARY CLUB TO PROVIDE SUPPORT FOR EDUCATIONAL SCHOLARSHIPS, AND OTHER BENEVOLENT CHARITABLE, EDUCATIONAL, CIVIC AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 425 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $31,212 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,502 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,086 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,012 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $49,298 | PYTotalRevenueAmt |
| CY Total Revenue | $47,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,520 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,014 | 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 | $9,221 | PYOtherExpensesAmt |
| CY Other Expenses | $12,795 | CYOtherExpensesAmt |
| PY Total Expenses | $88,741 | PYTotalExpensesAmt |
| CY Total Expenses | $48,809 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$39,443 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,295 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $856,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $905,139 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $832,595 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $903,639 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ENDOWMENT FUND OF THE ROTARY CLUB OF FORT WORTH IS A NOT-FOR-PROFIT CORPORATION FORMED BY THE ROTARY CLUB TO PROVIDE SUPPORT FOR EDUCATIONAL SCHOLARSHIPS, AND OTHER BENEVOLENT CHARITABLE, EDUCATIONAL, CIVIC AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,758 | ExpenseAmt |
| Grant | $19,758 | GrantAmt |
| Desc | CHARITABLE SERVICE: THE FUND PROVIDES SUPPORT FOR EDUCATIONAL SCHOLARSHIPS, AND OTHER BENEVOLENT, CHARITABLE, EDUCATIONAL, CIVIC AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,256 | ExpenseAmt |
| Grant | $16,256 | GrantAmt |
| Desc | CHARITABLE SERVICE: FUND PROVIDES ACTIVITIES FOR USS FORT WORTH BOAT REGATTA | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,256 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $16,256 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $36,014 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | 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 |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY LEWIS | PersonNm |
| Phone | 8173327977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W 7TH STREET | AddressLine1Txt |
| Address Line2 | SUITE 715 | AddressLine2Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| LARRY ANFIN | |||||||
| PRESIDENT | 10.00 | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RACHEL MARKER | |||||||
| PRESIDENT EL | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF WHITFIELD | |||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY NEECE BROWN | |||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTIN NOTO JR | |||||||
| VICE PRESIDE | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEAH MITCHELL | |||||||
| EXECUTIVE DI | 10.00 | 20.00 | Yes (X) | $0 | $5,385 | $0 | |
| GLENIECE ROBINSON | |||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE OLIVER | |||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAE FERGUSON | |||||||
| SERGEANT-AT- | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COURTNEY LEWIS | |||||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $5,385 | TotReportableCompRltdOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $29,502 | AllOtherContributionsAmt |
| Total Contributions | $29,502 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,012 | TotalRevenueColumnAmt |
| Exclusion | $18,012 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,000 | SecuritiesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,514 | TotalRevenueColumnAmt |
| Exclusion | $18,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,014 | TotalAmt |
| Program Services | $36,014 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,759 | TotalAmt |
| Management And General | $3,759 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36 | TotalAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSE | Desc |
| Total | $7,500 | TotalAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,809 | TotalAmt |
| Program Services | $36,014 | ProgramServicesAmt |
| Management And General | $12,795 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365 | BOYAmt |
| EOY | $2,672 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,290 | BOYAmt |
| EOY | $1,293 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,759 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,345 | BOYAmt |
| EOY | $880,907 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,267 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,759 | BOYAmt |
| EOY | $905,139 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,164 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,164 | BOYAmt |
| EOY | $1,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,541 | BOYAmt |
| EOY | $45,799 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,011 | BOYAmt |
| EOY | $410,797 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,043 | BOYAmt |
| EOY | $447,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,595 | BOYAmt |
| EOY | $903,639 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,759 | BOYAmt |
| EOY | $905,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,295 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,551 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $29,788 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,502 | CurrentTaxYearAmt |
| Total | $309,959 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,502 | CurrentTaxYearAmt |
| Total | $309,959 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $112,384 | SubstantialContributorsTotAmt |
| Public Support Total170 | $197,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,012 | CurrentTaxYearAmt |
| Total | $78,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $388,312 | TotalSupportAmt |
| Public Support CY170 | 0.50880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $740,322 | BeginningYearBalanceAmt |
| Contributions | $29,502 | ContributionsAmt |
| Investment Earnings Or Losses | $60,565 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $830,389 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $719,493 | BeginningYearBalanceAmt |
| Contributions | $20,829 | ContributionsAmt |
| End Year Balance | $740,322 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $630,878 | BeginningYearBalanceAmt |
| Contributions | $38,767 | ContributionsAmt |
| Investment Earnings Or Losses | $75,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,235 | OtherExpendituresAmt |
| End Year Balance | $719,493 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $598,144 | BeginningYearBalanceAmt |
| Contributions | $42,351 | ContributionsAmt |
| Investment Earnings Or Losses | $5,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,570 | OtherExpendituresAmt |
| End Year Balance | $630,878 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $586,317 | BeginningYearBalanceAmt |
| Contributions | $3,895 | ContributionsAmt |
| Investment Earnings Or Losses | $19,022 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,090 | OtherExpendituresAmt |
| End Year Balance | $598,144 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES, BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT AND CLASSIFICATION OF AMOUNTS RELATING TO UNCERTAIN TAX POSITIONS, ACCOUNTING FOR AND DISCLOSURE OF INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURES AND TRANSITION RELATING TO THE ADOPTION OF THE ACCOUNTING STANDARD. THE ORGANIZATION BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| TRINITY HABITAT FOR HUMANITY | ||||||
| 9333 N NORMANDALE STREET | FORT WORTH | TX | 76616 | 752239189 | 501C3 | $8,000 |
| PRESBYTERIAN NIGHT SHELTER | ||||||
| PO BOX 2648 | FORT WORTH | TX | 76113 | 751985591 | 501C3 | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUND REQUESTS EACH ORGANIZATION TO SEND A FOLLOW-UP REPORT OR MATERIALS ON THE PROGRESS OF THE PROJECT FOR WHICH THEY RECEIVED FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ENDOWMENT FUND OF THE ROTARY CLUB OF FORT WORTH IS A NOT-FOR-PROFIT CORPORATION FORMED BY THE ROTARY CLUB TO PROVIDE SUPPORT FOR EDUCATIONAL SCHOLARSHIPS, AND OTHER BENEVOLENT CHARITABLE, EDUCATIONAL, CIVIC AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY |
| FORM 990, PAGE 2, PART III, LINE 4D | CHARITABLE SERVICE: FUND PROVIDES ACTIVITIES FOR USS FORT WORTH BOAT REGATTA |
| FORM 990, PAGE 6, PART VI, LINE 11B | AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW BEFORE IT IS SIGNED BY THE TREASURER AND FILED WITH THE INTERNAL REVENUE SERVICE |
| FORM 990, PAGE 6, PART VI, LINE 12C | UPON APPOINTMENT TO THE BOARD, ALL MEMBERS OF THE BOARD OF DIRECTORS MUST SIGN AND DISCLOSE ANY CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE ROTARY CLUB'S WEBSITE (WWW.ROTARYFORTWORTH.ORG). THE ORGANIZATIONAL DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROTARY CLUB OF FORT WORTH | |||||||||||
| 306 W 7TH STREET | FORT WORTH | TX | 76102 | 750275785 | CIVIC ORG | TX | 501C4 | N/A | false | ||
| ROTARY CHILDREN'S FUND | |||||||||||
| 306 W 7TH STREET | FORT WORTH | TX | 76102 | 756026085 | CHILDREN | TX | 501C3 | false | 7 | ROTARY FW | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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