ROTARY CLUB OF BELLINGHAM FOUNDATION: Form 990, tax year 2014
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- Organization
- ROTARY CLUB OF BELLINGHAM FOUNDATION (EIN 91-1896302)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-12
- IRS object ID
- 201640439349303509
- Schema version
- 2014v6.0
- 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 | 2016-02-12T17:00:17-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 912011543 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28190 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911896302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF BELLINGHAM FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28113 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET CURTIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN L THOMSON-SINES | PreparerPersonNm |
| PTIN | P00097073 | PTIN |
| Phone | 3607343939 | PhoneNum |
| Preparation | 2016-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGARET CURTIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28113 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $288,248 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE PUBLIC DONATIONS AND PROVIDE GRANTS FOR LOCAL COMMUNITY NOT FOR PROFITS AND SCHOLARSHIPS FOR STUDENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $159,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $245,813 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,946 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150 | PYOtherRevenueAmt |
| CY Other Revenue | $16,490 | CYOtherRevenueAmt |
| PY Total Revenue | $176,240 | PYTotalRevenueAmt |
| CY Total Revenue | $288,248 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $170,067 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $120,556 | 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 | $746 | PYOtherExpensesAmt |
| CY Other Expenses | $924 | CYOtherExpensesAmt |
| PY Total Expenses | $170,813 | PYTotalExpensesAmt |
| CY Total Expenses | $121,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,427 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $166,768 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $875,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,054,103 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $875,535 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,054,103 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RECEIVE PUBLIC DONATIONS AND PROVIDE GRANTS FOR LOCAL COMMUNITY NOT FOR PROFITS AND SCHOLARSHIPS FOR STUDENTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $63,599 | ExpenseAmt |
| Grant | $63,599 | GrantAmt |
| Desc | COMMUNITY PROJECTS GRANTS TO 501(C)3 ORGANIZATIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $48,857 | ExpenseAmt |
| Grant | $48,857 | GrantAmt |
| Desc | SPECIAL PROJECT GRANTS AND SCHOLARSHIP GRANTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,100 | ExpenseAmt |
| Grant | $8,100 | GrantAmt |
| Desc | PROVIDE LOCAL SCHOLARSHIPS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $120,556 | 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 | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | false | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN THOMSON-SINES | PersonNm |
| Phone | 3607343939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28113 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MARGARET CURTIS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DON ANDERSON | |||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DC MORSE JR | |||||||
| VICE PRESIDE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JON SITKIN | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHY HUGHES | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $245,813 | AllOtherContributionsAmt |
| Total Contributions | $245,813 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,945 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $16,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,490 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,490 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,435 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,456 | TotalAmt |
| Program Services | $112,456 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,100 | TotalAmt |
| Program Services | $8,100 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $924 | TotalAmt |
| Management And General | $924 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,480 | TotalAmt |
| Program Services | $120,556 | ProgramServicesAmt |
| Management And General | $924 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,590 | BOYAmt |
| EOY | $226,306 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,815 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $762,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,130 | BOYAmt |
| EOY | $5,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,535 | BOYAmt |
| EOY | $1,054,103 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866 | BOYAmt |
| EOY | $2,253 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,339 | BOYAmt |
| EOY | $559,286 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,330 | BOYAmt |
| EOY | $492,564 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,535 | BOYAmt |
| EOY | $1,054,103 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,535 | BOYAmt |
| EOY | $1,054,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $166,768 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,800 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $217,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $291,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245,813 | CurrentTaxYearAmt |
| Total | $1,078,941 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $42,435 | CurrentTaxYearAmt |
| Total | $42,435 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $217,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $291,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,248 | CurrentTaxYearAmt |
| Total | $1,121,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,121,376 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,945 | CurrentTaxYearAmt |
| Total | $73,026 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,945 | CurrentTaxYearAmt |
| Total | $73,026 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $299,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,193 | CurrentTaxYearAmt |
| Total | $1,194,402 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93890 | PublicSupportCY509Pct |
| Investment Income CY | 0.06000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $686,688 | BeginningYearBalanceAmt |
| Contributions | $116,388 | ContributionsAmt |
| Investment Earnings Or Losses | $33,324 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $520 | AdministrativeExpensesAmt |
| End Year Balance | $803,880 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $586,875 | BeginningYearBalanceAmt |
| Contributions | $25,936 | ContributionsAmt |
| Investment Earnings Or Losses | $106,397 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $520 | AdministrativeExpensesAmt |
| End Year Balance | $686,688 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $520,505 | BeginningYearBalanceAmt |
| Contributions | $32,918 | ContributionsAmt |
| Investment Earnings Or Losses | $58,352 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $400 | AdministrativeExpensesAmt |
| End Year Balance | $586,875 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $242,421 | BeginningYearBalanceAmt |
| Contributions | $277,826 | ContributionsAmt |
| Investment Earnings Or Losses | $4,758 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $520,505 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,085 | BeginningYearBalanceAmt |
| Contributions | $9,587 | ContributionsAmt |
| Investment Earnings Or Losses | $45,249 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $242,421 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| WHATCOM ROWING ASSOCIATION | |||||||
| PO BOX 1163 | BELLINGHAM | WA | 98227 | 275010587 | 501(C) | $30,000 | FMV |
| WHATCOM LAND TRUST | |||||||
| PO BOX 6131 | BELLINGHAM | WA | 98227 | 911246994 | 501(C) | $33,599 | FMV |
| WHATCOM COMMUNITY FOUNDATION | |||||||
| 1500 CORNWALL AVE SUITE 202 | BELLINGHAM | WA | 98225 | 911726410 | 501(C) | $27,500 | FMV |
| ROTARY INTERNATIONAL | |||||||
| ONE ROTARY CENTER | EVANSTON | IL | 602013698 | 363245072 | 501(C0 | $7,412 | FMV |
| OTHER UNDER 5K EACH | |||||||
| PO BOX 28113 | BELLINGHAM | WA | 98228 | 501(C) | $13,945 | FMV | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS UNDER 5K | GrantTypeTxt |
| Recipient | 24 | RecipientCnt |
| Cash Grant | $8,100 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | BOARD REVIEWED FORM 990 PRIOR TO FILING |
| FORM 990, PAGE 6, PART VI, LINE 18 | COPIES OF FEDERAL INCOME TAX FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE BOARD OF DIRECTORS |
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