WAKEFIELD ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WAKEFIELD ROTARY CHARITABLE FOUNDATION INC (EIN 06-1492650)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-14
- IRS object ID
- 201613209349200731
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T15:06:38-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050510119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisehart Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1767 South Road | AddressLine1Txt |
| City | Kingston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061492650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wakefield Rotary Charitable Foundat | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAKE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 382 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028800382 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen R White | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Betsy C Wisehart CPA | PreparerPersonNm |
| PTIN | P01341637 | PTIN |
| Phone | 4017924800 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $61,289 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $61,215 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $74 | InvestmentIncomeAmt |
| Total Revenue | $61,289 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $15,676 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,200 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $9,289 | OtherExpensesTotalAmt |
| Total Expenses | $26,165 | TotalExpensesAmt |
| Excess Or Deficit For Year | $35,124 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $435,528 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $470,652 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,528 | BOYAmt |
| EOY | $458,652 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $12,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,528 | BOYAmt |
| EOY | $470,652 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,528 | BOYAmt |
| EOY | $470,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Educational & charitable grants | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships | $12,000 |
| The Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease | $3,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Stephen R White | ||||
| Treasurer | 1.00 | $0 | $0 | $0 |
| Mary Roda | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Lorraine Horton | ||||
| Chair | 1.00 | $0 | $0 | $0 |
| Edward McLaughlin | ||||
| Secretary | 1.00 | $0 | $0 | $0 |
| Philip Tracy | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen R White | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 382 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4017323939 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| School Operating | false | SchoolOperatingInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,215 | CurrentTaxYearAmt |
| Total | $200,023 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,215 | CurrentTaxYearAmt |
| Total | $200,023 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $200,023 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74 | CurrentTaxYearAmt |
| Total | $415 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74 | CurrentTaxYearAmt |
| Total | $415 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,289 | CurrentTaxYearAmt |
| Total | $200,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | Activity Scholarships Amount 12,000Activity Donations Amount 3,676 |
| Description of other expenses Part I line 16 | Description AmountInvestment management fees 3,327Unrealized loss of Donor Advised Fd 5,962 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearDue from the Wakefield Rotary 0 12,000 |
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