ROTARY CLUB OF BELLINGHAM FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF BELLINGHAM FOUNDATION (EIN 91-1896302)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-08-12
IRS object ID
201412249349301446
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-08-12T10:46:34-00:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMSON AND COMPANY PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 28190AddressLine1
CityBELLINGHAMCity
StateWAState
ZIP Code98228ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911896302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF BELLINGHAM FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone3607343939PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 28113AddressLine1
CityBELLINGHAMCity
StateWAState
ZIP Code98228ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON ANDERSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2014-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN THOMSON-SINESPreparerPersonNm
Phone3607343939PhoneNum
Preparation2014-08-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDON ANDERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 15TH STAddressLine1
CityBELLINGHAMCity
StateWAState
ZIP Code98225ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$176,240GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionAWARDS GRANTS TO COMMUNITY NOT-FOR-PROFIT ORGANIZATIONS AND STUDENT SCHOLORSHIPSActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$164,685PYContributionsGrantsAmt
CY Contributions Grants$159,144CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$14,814PYInvestmentIncomeAmt
CY Investment Income$16,946CYInvestmentIncomeAmt
PY Other Revenue$170PYOtherRevenueAmt
CY Other Revenue$150CYOtherRevenueAmt
PY Total Revenue$179,669PYTotalRevenueAmt
CY Total Revenue$176,240CYTotalRevenueAmt
PY Grants And Similar Paid$204,396PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$170,067CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,413PYOtherExpensesAmt
CY Other Expenses$746CYOtherExpensesAmt
PY Total Expenses$205,809PYTotalExpensesAmt
CY Total Expenses$170,813CYTotalExpensesAmt
PY Revenues Less Expenses-$26,140PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,427CYRevenuesLessExpensesAmt
Total Assets BOY$776,225TotalAssetsBOYAmt
Total Assets EOY$875,535TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$776,225NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$875,535NetAssetsOrFundBalancesEOYAmt
MissionTO RECIEVE PUBLIC DONATIONS AND PROVIDE GRANTS FOR LOCAL COMMUNITY NOT FOR PROFITS AND SCHOLORSHIPS FOR STUDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$10,500ExpenseAmt
DescPROVIDE LOCAL SCHOLARSHIPSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$20,507ExpenseAmt
DescCOMMUNITY PROJECTS GRANTS TO 501C3 ORGANIZATIONSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$139,060ExpenseAmt
DescSPECIAL PROJECT GRANTS AND SCHOLARSHIP GRANTSDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$170,067TotalProgramServiceExpensesAmt
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 EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 OrganizationsYes (true)GrantsToOrganizationsInd
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 EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
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
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
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
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTOMMY R THOMSONPersonNm
Phone3607343939PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11334 KING ST SUITE 2AddressLine1
CityBELLINGHAMCity
StateWAState
ZIP Code98229ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DONALD ANDERSON
PRESIDENT001.00Yes (X)Yes (X)$0$0$0
DC MORSE JR
VICE PRESIDENT001.00Yes (X)Yes (X)$0$0$0
JON SITKIN
SECRETARY001.00Yes (X)Yes (X)$0$0$0
KATHY HUGHES
DIRECTOR001.00Yes (X)$0$0$0
MARGARET CURTIS
DIRECTOR001.00Yes (X)$0$0$0
TOMMY R THOMSON
TREASURER003.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$159,144AllOtherContributionsAmt
Total Contributions$159,144TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,946TotalRevenueColumnAmt
Related Or Exempt Func Income$16,946RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINCREASE IN CSV LIFE INSURANCEDesc
Total Revenue Column$150TotalRevenueColumnAmt
Related Or Exempt Func Income$150RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$150OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$176,240TotalRevenueColumnAmt
Related Or Exempt Func Income$17,096RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$159,567TotalAmt
Program Services$159,567ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$10,500TotalAmt
Program Services$10,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOPERATING EXPENSESDesc
Total$746TotalAmt
Management And General$746ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$170,813TotalAmt
Program Services$170,067ProgramServicesAmt
Management And General$746ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$93,690BOYAmt
EOY$34,590EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$677,555BOYAmt
EOY$835,815EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,980BOYAmt
EOY$5,130EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$776,225BOYAmt
EOY$875,535EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$592BOYAmt
EOY$866EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$378,686BOYAmt
EOY$440,339EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$396,947BOYAmt
EOY$434,330EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$776,225BOYAmt
EOY$875,535EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$776,225BOYAmt
EOY$875,535EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,427ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$93,883NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$291,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,685CurrentTaxYearMinus1YearAmt
Current Tax Year$159,144CurrentTaxYearAmt
Total$956,802TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$291,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,685CurrentTaxYearMinus1YearAmt
Current Tax Year$159,144CurrentTaxYearAmt
Total$956,802TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$956,802PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,524CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,586CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,814CurrentTaxYearMinus1YearAmt
Current Tax Year$17,096CurrentTaxYearAmt
Total$70,605TotalAmt
FieldValueIRS element (for citing)
Total Support$1,027,407TotalSupportAmt
Public Support CY1700.93130PublicSupportCY170Pct
Public Support PY1700.94670PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support CY5090.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct

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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$586,875BeginningYearBalanceAmt
Contributions$25,936ContributionsAmt
Investment Earnings Or Losses$106,397InvestmentEarningsOrLossesAmt
Grants Or Scholarships$32,000GrantsOrScholarshipsAmt
Administrative Expenses$520AdministrativeExpensesAmt
End Year Balance$686,688EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$520,505BeginningYearBalanceAmt
Contributions$32,918ContributionsAmt
Investment Earnings Or Losses$58,352InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,500GrantsOrScholarshipsAmt
Administrative Expenses$400AdministrativeExpensesAmt
End Year Balance$586,875EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$242,421BeginningYearBalanceAmt
Contributions$277,826ContributionsAmt
Investment Earnings Or Losses$4,758InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,500GrantsOrScholarshipsAmt
End Year Balance$520,505EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$192,085BeginningYearBalanceAmt
Contributions$9,587ContributionsAmt
Investment Earnings Or Losses$45,249InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,500GrantsOrScholarshipsAmt
End Year Balance$242,421EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$163,467BeginningYearBalanceAmt
Contributions$11,168ContributionsAmt
Investment Earnings Or Losses$21,950InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,500GrantsOrScholarshipsAmt
End Year Balance$192,085EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.63000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.20000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFederal income taxesDesc

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
BRIGID COLLINS
1231 N GARDEN STBELLINGHAMWA98225943121951501C3$69,062FMVHEALTH HUMAN SERVICES
REBOUND WC
316 E MCLEOD RDBELLINGHAMWA98226320026743501C3$27,509FMVHEALTH HUMAN SERVICES
FRIENDS OF SUDDEN VALLEY LIBRARY
8 BARN VIEW CTBELLINGHAMWA98229272222871501C3$16,489FMVEDUCATION
WHATCOM COMMUNITY FOUNDATION
119 GRAND AVE SUITE ABELLINGHAMWA98225911726410501C3$26,000FMVEDUCATION
14 OTHER GRANTS UNDER 5K
PO BOX 28113BELLINGHAMWA98228$20,507
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS UNDER 5KGrantTypeTxt
Recipient6RecipientCnt
Cash Grant$10,500CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bALL BOARD MEMBERS REVIEW TAX RETURN PRIOR TO FILING.
Form 990, Part VI, Section C, Line 19ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THOSE WHO MAKE THE REQUEST IN WRITING TO THE BOARD.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ROTARY INTERNATIONAL BELLINGHAMBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1578AddressLine1
CityBELLINGHAMCity
StateWAState
ZIP Code98227ZIPCode
FieldValueIRS element (for citing)
EIN910390383EIN
Primary ActivitiesCOMMUNITY LEAGUEPrimaryActivitiesTxt
Legal Domicile StateWALegalDomicileStateCd
Exempt Code Section501C4ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF BELLINGHAMBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$56,844InvolvedAmt
Method Of Amount DeterminationCASH RECEIVEDMethodOfAmountDeterminationTxt

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