2018-05-15T16:01:27-05:00 2017-06-30 752962352 KELLOGG & KELLOGG PC 1320 LAKE ST FORT WORTH TX 76102 990 2016-07-01 756026085 ROTARY CHILDRENS FUND ROTA 8173327977 306 W7TH ST STE 715 FORT WORTH TX 76102 SUSAN MORGAN TREASURER 8173327977 2017-05-15 true JOHN KELLOGG P00083205 8173323877 2018-05-15 468295764621D2A3039ED01D0E2C798D321F072E 468295764621D2A3039ED01D0E2C798D321F072E 2016 2021-01-29 14:40:06Z SUSAN MORGAN 306 WEST 7TH STREET SUITE FORT WORTH TX 76102 62231 false X X 1960 TX 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. 12 12 0 425 0 7025 6250 0 28656 55981 0 35681 62231 23500 48321 0 0 0 0 81 7 23581 48328 12100 13903 1588083 1752234 0 1588083 1752234 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. false false 48321 48321 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. 48321 true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true false false false X X ALYSON POLLAK 8173327977 306 W 7TH ST STE 715 FORT WORTH TX 76102 ANDY TAFT PRESIDENT 3.00 X X 0 0 0 DAVID CAMPBELL PRESIDENT EL 3.00 12.00 X X 0 0 0 DON MARABLE VICE PRESIDE 0.20 0.80 X X 0 0 0 CHARLIE POWELL SECRETARY 3.00 12.00 X X 0 0 0 SUSAN MORGAN TREASURER 0.20 0.80 X X 0 0 0 LARRY ANFIN SERGEANT-AT- 0.20 0.80 X X 0 0 0 CONNIE BLAKE DIRECTOR 0.20 0.80 X 0 0 0 DOUG BRILEY DIRECTOR 0.20 0.80 X 0 0 0 BUZZ BRIGHTBILL DIRECTOR 0.20 0.80 X 0 0 0 HARRIET HARRAL DIRECTOR 0.20 0.80 X 0 0 0 RALPH MECKLENBURGER DIRECTOR 0.20 0.80 X 0 0 0 JOAN TREW DIRECTOR 0.20 0.80 X 0 0 0 ALYSON POLLAK EXECUTIVE DI 5.00 40.00 X 0 67600 0 67600 false false false 6250 6250 37563 37563 18418 18418 18418 18418 62231 55981 48321 48321 7 7 48328 48321 7 0 4274 2727 297 -231 1583512 1749738 1588083 1752234 0 0 X 1099452 1263603 488631 488631 1588083 1752234 1588083 1752234 13903 150248 X true X false false X 26317 17341 12650 7025 6250 69583 26317 17341 12650 7025 6250 69583 69583 37591 32616 33478 28656 37566 169907 239490 0.29050 0.31570 X 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. PART II, LINE 17A 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. 1616861 6250 206229 48328 1781012 1604761 7025 28656 23581 1616861 1171775 46223 37500 6778 1173720 1013071 238446 35933 1215584 936000 114949 20618 17260 1013071 0.27430 0.72570 false false SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4 THE ROTARY CHILDREN'S ENDOWMENT FUND PROVIDES SUPPORT TO BENEVOLENT, CHARITABLE AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY, WITH AN EMPHASIS DIRECTED TOWARD THE MEDICAL AND EDUCATIONAL NEEDS OF CHILDREN 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 PRESIDENT 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. 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 ROTARY CLUB OF FORT WORTH false false false false false false false false false false false false false false false false false false false false