WAKEFIELD ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WAKEFIELD ROTARY CHARITABLE FOUNDATION INC (EIN 06-1492650)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-04
- IRS object ID
- 201500369349200310
- Schema version
- 2013v4.0
- 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 | 2015-02-04T10:03:27-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1767 South Road | AddressLine1 |
| City | Kingston | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wakefield | City |
| State | RI | State |
| ZIP Code | 028800382 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen R White | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Betsy C Wisehart CPA | PreparerPersonNm |
| PTIN | P01341637 | PTIN |
| Phone | 4017924800 | PhoneNum |
| Preparation | 2015-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $88,571 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $37,975 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $46 | InvestmentIncomeAmt |
| Other Revenue Total | $50,550 | OtherRevenueTotalAmt |
| Total Revenue | $88,571 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $31,049 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $913 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $3,660 | OtherExpensesTotalAmt |
| Total Expenses | $35,622 | TotalExpensesAmt |
| Excess Or Deficit For Year | $52,949 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $369,357 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $422,306 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,357 | BOYAmt |
| EOY | $422,306 | 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 | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,357 | BOYAmt |
| EOY | $422,306 | 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 | $369,357 | BOYAmt |
| EOY | $422,306 | 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 | $2,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 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 |
| Lorraine Horton | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Edward McLaughlin | ||||
| Secretary | 1.00 | $0 | $0 | $0 |
| Russell Johnson | ||||
| Officer | 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 | AddressLine1 |
| City | Wakefield | City |
| State | RI | State |
| ZIP Code | 02880 | ZIPCode |
| 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 |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| 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 | $55,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,975 | CurrentTaxYearAmt |
| Total | $192,811 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,975 | CurrentTaxYearAmt |
| Total | $192,811 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $192,811 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46 | CurrentTaxYearAmt |
| Total | $797 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46 | CurrentTaxYearAmt |
| Total | $797 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,584 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$5,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,550 | CurrentTaxYearAmt |
| Total | $136,378 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,571 | CurrentTaxYearAmt |
| Total | $329,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.58430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85320 | PublicSupportPY509Pct |
| Investment Income CY | 0.00240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03590 | 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 |
|---|---|
| Description of other revenue Part I line 8 | Description AmountGrowth of DAF 50,550 |
| List of grants and similar amounts paid Part I line 10 | Activity Scholarships Amount 12,000Activity Donations Amount 19,049 |
| Description of other expenses Part I line 16 | Description AmountInsurance 239Investment management fees 3,078Supplies 251Filing fees 22Bank Fees 2Postage 68 |
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