ROTARY DISTRICT 5910 FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROTARY DISTRICT 5910 FOUNDATION (EIN 27-3534801)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-11
IRS object ID
201802849349301255
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

FieldValueIRS element (for citing)
Return2018-10-11T11:46:33-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760438871PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERTSON SHOEMAKER AND ASSOC PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1985 IH 10 NORTH SUITE 101AddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77706ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273534801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY DISTRICT 5910 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone4098350927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1985 IH-10 NAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77706ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERTA APPLEGATEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4098350927PhoneNum
Signature2018-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERTA APPLEGATEPreparerPersonNm
PTINP00536567PTIN
Phone4098928901PhoneNum
Preparation2018-10-11PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ROTARY DISTRICT 5910 CHARITABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDORIS LOCKEYPrincipalOfficerNm
Gross Receipts$217,280GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTHE MISSION OF THE CHARITABLE FOUNDATION IS TO FUND GRANTS TO CLUBS IN DISTRICT 5910 WHICH SERVICE THE COMMUNITIES WHERE THE CLUBS RESIDE AS WELL AS INTERNATIONAL GRANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$217,280CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$217,280CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$218,180CYOtherExpensesAmt
CY Total Expenses$218,180CYTotalExpensesAmt
CY Revenues Less Expenses-$900CYRevenuesLessExpensesAmt
Total Assets BOY$6,435TotalAssetsBOYAmt
Total Assets EOY$7,303TotalAssetsEOYAmt
Total Liabilities BOY$732TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,500TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,703NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,803NetAssetsOrFundBalancesEOYAmt
MissionMISSION IS TO PROVIDE FUNDING FOR CLUBS IN THE DISTRICT TO COMPLETE PROJECTS FOR THEIR COMMUNITIES AS WELL AS INTERNATIONAL PROJECTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$218,145ExpenseAmt
DescGRANTS TO CLUBS WITHIN THE DISTRICT 5910 ARE UTILIZED FOR SPECIFIC OUTLINED PROJECTS WHICH SERVICE COMMUNITIES IN WHICH THEY ARE LOCATED AS WELL AS INTERNATIONAL PROJECTS.Desc
Total Program Service Expenses$218,145TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBERTA APPLEGATEPersonNm
Phone4098350927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1985 IH-10 NAddressLine1Txt
Address Line2STE 101AddressLine2Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77706ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN HATHAWAY
DG ELECTYes (X)Yes (X)$0$0$0
DON TAYLOR
PAST DGYes (X)Yes (X)$0$0$0
BETSY ROBINSON
DG-NOMINEEYes (X)Yes (X)$0$0$0
GIG LANGSTON
PAST DGYes (X)Yes (X)$0$0$0
RHONDA HERRINGTON
DISTRICT GOVYes (X)$0$0$0
DORIS LOCKEY
CHAIRMANYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$217,280GovernmentGrantsAmt
Total Contributions$217,280TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,280TotalRevenueColumnAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Management And General$35ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
HURRICANE HARVEY PROJECTS$153,472$153,472
GRANTS TO CLUB PROJECTS$64,673$64,673

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$218,180TotalAmt
Program Services$218,145ProgramServicesAmt
Management And General$35ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,435BOYAmt
EOY$7,303EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,435BOYAmt
EOY$7,303EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$732BOYAmt
EOY$2,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$732BOYAmt
EOY$2,500EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,703BOYAmt
EOY$3,803EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$1,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,703BOYAmt
EOY$4,803EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,435BOYAmt
EOY$7,303EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$900ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$62,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,954CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,328CurrentTaxYearMinus1YearAmt
Current Tax Year$253,430CurrentTaxYearAmt
Total$500,859TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,954CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,328CurrentTaxYearMinus1YearAmt
Current Tax Year$253,430CurrentTaxYearAmt
Total$500,859TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$500,859PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,954CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,328CurrentTaxYearMinus1YearAmt
Current Tax Year$253,430CurrentTaxYearAmt
Total$500,859TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, ITEM CFOUNDATION
FORM 990, PAGE 6, PART VI, LINE 11BMEMBERS OF THE BOARD WILL RECEIVE AN ELECTRONIC COPY FOR REVIEW.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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