ROTARY CHILDRENS FUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CHILDRENS FUND (EIN 75-6026085)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-06-06
- IRS object ID
- 201931579349301108
- Schema version
- 2017v2.3
- 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 | 2019-06-06T11:32:01-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756026085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CHILDRENS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | 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 | TRAN TRONG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8173327977 | PhoneNum |
| Signature | 2018-06-05 | 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 | 2019-06-06 | 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 | 2019-06-06 | IPDt |
| IP Tm | 11:32:01 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRAN TRONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W 7TH STREET SUITE 705 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $180,274 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE ROTARY CHILDREN'S FUND SUPPORTS BENEVOLENT, CHARITABLE, EDUCATIONAL OR RESEARCHED BASED ORGANIZATIONS WITH PARTICULAR EMPHASIS ON THE MEDICAL, EDUCATIONAL AND OTHER NEEDS OF CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 425 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,775 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $55,981 | PYInvestmentIncomeAmt |
| CY Investment Income | $101,227 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $62,231 | PYTotalRevenueAmt |
| CY Total Revenue | $106,002 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,321 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,185 | 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 | $7 | PYOtherExpensesAmt |
| CY Other Expenses | $95 | CYOtherExpensesAmt |
| PY Total Expenses | $48,328 | PYTotalExpensesAmt |
| CY Total Expenses | $25,280 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,903 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $80,722 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,752,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,897,896 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,488 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,752,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,888,408 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ROTARY CHILDREN'S FUND SUPPORTS BENEVOLENT, CHARITABLE, EDUCATIONAL OR RESEARCHED BASED ORGANIZATIONS WITH PARTICULAR EMPHASIS ON THE MEDICAL, EDUCATIONAL AND OTHER NEEDS OF CHILDREN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $25,185 | ExpenseAmt |
| Grant | $25,185 | GrantAmt |
| Desc | THE ROTARY CLUB OF FORT WORTH CHILDREN'S FUND SUPPORTS BENEVOLENT, CHARITABLE, EDUCATIONAL OR RESEARCH BASED ORGANIZATIONS WITH PARTICULAR EMPHASIS ON THE MEDICAL AND OTHER NEEDS OF CHILDREN. | Desc |
| Total Program Service Expenses | $25,185 | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | false | 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 | Yes (true) | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (true) | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | NEVA WILLIAMS | PersonNm |
| Phone | 8173327977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W 7TH STREET SUITE 715 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| TRAN TRONG | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID G CAMPBELL | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 20.00 |
| JEFF WHITFIELD | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 15.00 |
| LARRY ANFIN | |||||||
| PRESIDENT EL | 10.00 | Yes (X) | $0 | $0 | $0 | 20.00 | |
| SUSAN MORGAN | |||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 |
| RACHEL MARKER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 |
| DON MARABLE | |||||||
| SERGEANT-AT- | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 |
| ANDY TAFT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| BUZZ BRIGHTBILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| HARRIET HARRAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| RALPH MECKLENBURGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| CATHY NEECE BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| MARTIN NOTO JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| GLENIECE ROBINSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| ALYSON POLLAK | |||||||
| EXECUTIVE DI | 8.00 | Yes (X) | $0 | $67,600 | $2,028 | 32.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $67,600 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,028 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $4,775 | AllOtherContributionsAmt |
| Total Contributions | $4,775 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,126 | TotalRevenueColumnAmt |
| Exclusion | $40,126 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,000 | SecuritiesAmt |
| Other | $373 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,272 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,728 | SecuritiesAmt |
| Other | $373 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,101 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,101 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $40,126 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,185 | TotalAmt |
| Program Services | $25,185 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95 | TotalAmt |
| Management And General | $95 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,280 | TotalAmt |
| Program Services | $25,185 | ProgramServicesAmt |
| Management And General | $95 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,727 | BOYAmt |
| EOY | $1,481 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,738 | BOYAmt |
| EOY | $1,896,415 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,465 | BOYAmt |
| EOY | $1,897,896 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231 | BOYAmt |
| EOY | $9,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231 | BOYAmt |
| EOY | $9,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,603 | BOYAmt |
| EOY | $1,399,777 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,631 | BOYAmt |
| EOY | $488,631 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,234 | BOYAmt |
| EOY | $1,888,408 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,465 | BOYAmt |
| EOY | $1,897,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $80,722 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $55,452 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $17,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,775 | CurrentTaxYearAmt |
| Total | $48,041 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,775 | CurrentTaxYearAmt |
| Total | $48,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $48,041 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,126 | CurrentTaxYearAmt |
| Total | $172,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $220,483 | TotalSupportAmt |
| Public Support CY170 | 0.21790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29050 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | SINCE IT'S INCEPTION IN 1960, AND FOR THE PAST 55 YEARS, THE ROTARY CHILDREN'S FUND HAD EXCEEDED THE 33 1/3% SUPPORT TEST FOR PUBLICLY SUPPORTED CHARITIES. FOR THE 2017 TAX YEAR THE ROTARY CHILDREN'S FUND CONTINUES TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION C 17A - THE 10% FACTS & CIRCUMSTANCES TEST FOR THE FOLLOWING REASONS: (1) THE ROTARY CHILDREN'S FUND PUBLIC SUPPORT PERCENTAGE REMAINS HIGH AT 21.79% FOR 2017 AND 29.05% FOR 2016. THERE WERE TWO BIG CHALLENGES DURING THE LAST TWO FISCAL YEARS. (2) THE ROTARY CHILDREN'S FUND HAS A BROAD DONOR BASE; NOT DEPENDENT ON DONATIONS FROM ONE SINGLE OR LIMITED NUMBER OF DONORS. DONATIONS RECEIVED IN 2017 WERE IN AMOUNTS OF 100 OR LESS. (3) THE ROTARY CHILDREN'S FUND IS RUN BY AN INDEPENDENT BOARD OF DIRECTORS, COMPOSED OF 12 INDIVIDUAL VOTING MEMBERS MAKING IT EXTREMELY DIFFICULT FOR A FEW MEMBERS OR DIRECTORS TO CONTROL THE DIRECTION OF THE ORGANIZATION OR ITS ENDOWMENT. (4) THE ROTARY CHILDREN'S FUND IS RUN BY DIRECTORS AND OFFICERS OF THE ROTARY CLUB OF FORT WORTH PROVIDING THE ORGANIZATION WITH EXCELLENT ACCESS TO CIVIC AND COMMUNITY LEADERS AS WELL AS BUSINESS AND PHILANTHROPIC SPECIALISTS. (5) WE ACKNOWLEDGE THAT RECENT CHANGES TO THE US TAX LAWS WILL FORCE MANY CITIZENS AND BUSINESSES TO RETHINK THEIR LEVEL OF CHARITABLE GIVING. WE FEEL CONFIDENT HOWEVER, THAT WITH OUR 55 YEAR HISTORY AS A PUBLICLY SUPPORTED CHARITY, OUR RELATIONSHIPS AND RESOURCES WITH CITIZENS AND BUSINESS LEADERS OF THE CITY OF FORT WORTH, TX, OUR OWN RELATIONSHIP WITH MEMBERS AND CONTACTS OF THE ROTARY CLUB OF OF FORT WORTH THAT THE ROTARY CHILDREN'S FUND WILL CONTINUE AS A SUCCESSFUL PUBLICLY SUPPORTED ORGANIZATION GOING FORWARD. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 17A | SINCE IT'S INCEPTION IN 1960, AND FOR THE PAST 55 YEARS, THE ROTARY CHILDREN'S FUND HAD EXCEEDED THE 33 1/3% SUPPORT TEST FOR PUBLICLY SUPPORTED CHARITIES. FOR THE 2017 TAX YEAR THE ROTARY CHILDREN'S FUND CONTINUES TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION C 17A - THE 10% FACTS & CIRCUMSTANCES TEST FOR THE FOLLOWING REASONS: (1) THE ROTARY CHILDREN'S FUND PUBLIC SUPPORT PERCENTAGE REMAINS HIGH AT 21.79% FOR 2017 AND 29.05% FOR 2016. THERE WERE TWO BIG CHALLENGES DURING THE LAST TWO FISCAL YEARS. (2) THE ROTARY CHILDREN'S FUND HAS A BROAD DONOR BASE; NOT DEPENDENT ON DONATIONS FROM ONE SINGLE OR LIMITED NUMBER OF DONORS. DONATIONS RECEIVED IN 2017 WERE IN AMOUNTS OF 100 OR LESS. (3) THE ROTARY CHILDREN'S FUND IS RUN BY AN INDEPENDENT BOARD OF DIRECTORS, COMPOSED OF 12 INDIVIDUAL VOTING MEMBERS MAKING IT EXTREMELY DIFFICULT FOR A FEW MEMBERS OR DIRECTORS TO CONTROL THE DIRECTION OF THE ORGANIZATION OR ITS ENDOWMENT. (4) THE ROTARY CHILDREN'S FUND IS RUN BY DIRECTORS AND OFFICERS OF THE ROTARY CLUB OF FORT WORTH PROVIDING THE ORGANIZATION WITH EXCELLENT ACCESS TO CIVIC AND COMMUNITY LEADERS AS WELL AS BUSINESS AND PHILANTHROPIC SPECIALISTS. (5) WE ACKNOWLEDGE THAT RECENT CHANGES TO THE US TAX LAWS WILL FORCE MANY CITIZENS AND BUSINESSES TO RETHINK THEIR LEVEL OF CHARITABLE GIVING. WE FEEL CONFIDENT HOWEVER, THAT WITH OUR 55 YEAR HISTORY AS A PUBLICLY SUPPORTED CHARITY, OUR RELATIONSHIPS AND RESOURCES WITH CITIZENS AND BUSINESS LEADERS OF THE CITY OF FORT WORTH, TX, OUR OWN RELATIONSHIP WITH MEMBERS AND CONTACTS OF THE ROTARY CLUB OF OF FORT WORTH THAT THE ROTARY CHILDREN'S FUND WILL CONTINUE AS A SUCCESSFUL PUBLICLY SUPPORTED ORGANIZATION GOING FORWARD. |
| PART II, LINE 17B | SINCE IT'S INCEPTION IN 1960, AND FOR THE PAST 55 YEARS, THE ROTARY CHILDREN'S FUND HAS EXCEEDED THE 33 1/3% SUPPORT TEST FOR PUBLICLY SUPPORTED CHARITIES. FOR THE 2016 TAX YEAR THE ROTARY CHILDREN'S FUND CONTINUES TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION C 17A - THE 10% FACTS & CIRCUMSTANCES TEST FOR THE FOLLOWING REASONS: (1) THE ROTARY CHILDREN'S FUND PUBLIC SUPPORT PERCENTAGE REMAINS HIGH AT 29.05% FOR 2016 AND 31.57% FOR 2015. THERE WERE TWO BIG CHALLENGES DURING THE LAST FISCAL YEAR. DONATIONS WERE LOWER DUE TO UNCERTAINTY DURING A PRESIDENTIAL ELECTION YEAR. AFTER THE ELECTION THE ECONOMY AND INTEREST RATES BEGAN TO RISE BRINGING INVESTMENT RETURNS TO LEVELS NOT REALIZED IN QUITE SOME TIME. ANY ONE OF THESE FACTORS CAN LOWER THE 33 1/3 % SUPPORT TEST RESULTS; HAVING BOTH OF THESE FACTORS IN PLAY DURING THE YEAR IS A FACT AND CIRCUMSTANCE WE FEEL CONFIDENT WILL ALLOW US TO RETURN TO SUPPORT LEVELS EXCEEDING 33 1/3 % IN THE COMING YEAR. (2) THE ROTARY CHILDREN'S FUND HAS A BROAD DONOR BASE; NOT DEPENDENT ON DONATIONS FROM ONE SINGLE OR LIMITED NUMBER OF DONORS. DONATIONS RECEIVED IN 2016 WERE IN AMOUNTS OF 100 OR LESS. DESPITE THE DECREASED LEVEL OF DONATIONS IN 2016, GRANTS BY THE ROTARY CHILDREN'S FUND INCREASED OVER 50% COMPARED TO THE PRIOR YEAR. (3) THE ROTARY CHILDREN'S FUND IS RUN BY AN INDEPENDENT BOARD OF DIRECTORS, COMPOSED OF 12 INDIVIDUAL VOTING MEMBERS MAKING IT EXTREMELY DIFFICULT FOR A FEW MEMBERS OR DIRECTORS TO CONTROL THE DIRECTION OF THE ORGANIZATION OR ITS ENDOWMENT. (4) THE ROTARY CHILDREN'S FUND IS RUN BY DIRECTORS AND OFFICERS OF THE ROTARY CLUB OF FORT WORTH PROVIDING THE ORGANIZATION WITH EXCELLENT ACCESS TO CIVIC AND COMMUNITY LEADERS AS WELL AS BUSINESS AND PHILANTHROPIC SPECIALISTS. (5) WE ACKNOWLEDGE THAT RECENT CHANGES TO THE US TAX LAWS WILL FORCE MANY CITIZENS AND BUSINESSES TO RETHINK THEIR LEVEL OF CHARITABLE GIVING IN 2018. WE FEEL CONFIDENT HOWEVER, THAT WITH OUR 55 YEAR HISTORY AS A PUBLICLY SUPPORTED CHARITY, OUR RELATIONSHIPS AND RESOURCES WITH CITIZENS AND BUSINESS LEADERS OF THE CITY OF FORT WORTH, TX, OUR OWN RELATIONSHIP WITH MEMBERS AND CONTACTS OF THE ROTARY CLUB OF OF FORT WORTH THAT THE ROTARY CHILDREN'S FUND WILL CONTINUE AS A SUCCESSFUL PUBLICLY SUPPORTED ORGANIZATION GOING FORWARD. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,781,012 | BeginningYearBalanceAmt |
| Contributions | $4,775 | ContributionsAmt |
| Investment Earnings Or Losses | $156,679 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,280 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,967,746 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,616,861 | BeginningYearBalanceAmt |
| Contributions | $6,250 | ContributionsAmt |
| Investment Earnings Or Losses | $206,229 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,328 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,781,012 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,604,761 | BeginningYearBalanceAmt |
| Contributions | $7,025 | ContributionsAmt |
| Investment Earnings Or Losses | $28,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,581 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,616,861 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,171,775 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,778 | AdministrativeExpensesAmt |
| End Year Balance | $1,173,720 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,013,071 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $238,446 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,933 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,215,584 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ROTARY FW | Desc |
| Amt | $9,488 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,488 | TotalLiabilityAmt |
| 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ORGANIZATION'S FORM 990 AND FORM 1023, FINANCIAL STATEMENTS AND OGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST, EITHER WRITTEN OR VERBAL AT THE ORGANIZATION'S OFFICE. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROTARY CLUB OF FORT WORTH | |||||||||||
| 306 W 7TH ST STE 715 | FORT WORTH | TX | 76102 | 750275785 | SERVICE | TX | 501C4 | NONE | false | ||
| ENDOWMENT FUND OF THE ROTARY CLUB | |||||||||||
| 306 W 7TH ST STE 715 | FORT WORTH | TX | 76102 | 751833897 | PROJECTS | TX | 501C3 | ROTARY FTW | false | PF | ROTARY CLUB OF FORT WORTH |
| 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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