ATHENS ROTARY FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ATHENS ROTARY FOUNDATION (EIN 31-1600581)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-16
IRS object ID: 201433209349300768
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
Form 990
Schedule A
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-16T21:27:40-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	311386598	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COTNER COOLEY CLARK & SHARP LLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	507 RICHLAND AVE 300 MORRISON CTR	AddressLine1
City	ATHENS	City
State	OH	State
ZIP Code	45701	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311600581	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ATHENS ROTARY FOUNDATION	BusinessNameLine1
Business Name Line2	C/O DON COOLEY	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	ATHE	BusinessNameControlTxt
Phone	7405922906	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	507 RICHLAND AVE SUITE 300	AddressLine1
City	ATHENS	City
State	OH	State
ZIP Code	45701	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DONALD B COOLEY	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	7405922906	PhoneNum
Signature	2014-11-17	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DONALD B COOLEY	PreparerPersonNm
PTIN	P00005966	PTIN
Phone	7405922906	PhoneNum
Preparation	2014-11-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DONALD B COOLEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	507 RICHLAND AVENUE	AddressLine1
City	ATHENS	City
State	OH	State
ZIP Code	45701	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$59,489	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Activity Or Mission	TO PROVIDE GRANTS TO CHARITABLE OR EDUCATIONAL ORGANIZATIONS FOR PROJECTS UNDERTAKEN BY THE ATHENS ROTARY CLUB	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$33,323	PYContributionsGrantsAmt
CY Contributions Grants	$24,313	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$6,384	PYInvestmentIncomeAmt
CY Investment Income	$10,186	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$39,707	PYTotalRevenueAmt
CY Total Revenue	$34,499	CYTotalRevenueAmt
PY Grants And Similar Paid	$17,136	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$46,132	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	$67	PYOtherExpensesAmt
CY Other Expenses	$500	CYOtherExpensesAmt
PY Total Expenses	$17,203	PYTotalExpensesAmt
CY Total Expenses	$46,632	CYTotalExpensesAmt
PY Revenues Less Expenses	$22,504	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$12,133	CYRevenuesLessExpensesAmt
Total Assets BOY	$273,260	TotalAssetsBOYAmt
Total Assets EOY	$261,127	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$273,260	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$261,127	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE GRANTS TO CHARITABLE OR EDUCATIONAL ORGANIZATIONS FOR PROJECTS UNDERTAKEN BY THE ATHENS ROTARY CLUB	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$46,132	ExpenseAmt
Grant	$46,132	GrantAmt
Desc	TO PROVIDE GRANTS FOR EDUCATIONAL OR CHARITABLE PURPOSES IN CONJUNCTION WITH THE ATHENS ROTARY CLUB	Desc
Total Program Service Expenses	$46,132	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	false	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	false	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	false	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
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	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	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	OH	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DONALD COOLEY	PersonNm
Phone	7405922906	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	507 RICHLAND AVENUE	AddressLine1
City	ATHENS	City
State	OH	State
ZIP Code	45701	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
GERALD MOLLICA
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
DONALD COOLEY
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
KAREN HARVEY
SECRETARY	1.00	Yes (X)	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	$24,313	AllOtherContributionsAmt
Total Contributions	$24,313	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,700	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,700	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$25,519	SecuritiesAmt
Other	$3,957	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$24,990	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$529	SecuritiesAmt
Other	$3,957	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,486	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,486	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,499	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,186	RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$46,132	TotalAmt
Program Services	$46,132	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$500	TotalAmt
Management And General	$500	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$46,632	TotalAmt
Program Services	$46,132	ProgramServicesAmt
Management And General	$500	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$20,305	BOYAmt
EOY	$11,005	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$252,955	BOYAmt
EOY	$250,122	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$273,260	BOYAmt
EOY	$261,127	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	$273,260	BOYAmt
EOY	$261,127	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$273,260	BOYAmt
EOY	$261,127	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$273,260	BOYAmt
EOY	$261,127	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$12,133	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,514	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$64,921	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$49,176	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,323	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,313	CurrentTaxYearAmt
Total	$191,247	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,514	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$64,921	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$49,176	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,323	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,313	CurrentTaxYearAmt
Total	$191,247	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$191,247	PublicSupportTotal170Amt
Total Support	$191,247	TotalSupportAmt
Gross Receipts Rltd Activities	$5,700	GrossReceiptsRltdActivitiesAmt
Public Support CY170	1.00000	PublicSupportCY170Pct
Public Support PY170	1.00000	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VARIOUS ORGANIZATIONS	BusinessNameLine1

Field	Value	IRS element (for citing)
Recipient EIN	311600581	RecipientEIN
Cash Grant	$46,132	CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC

ATHENS ROTARY FOUNDATION: Form 990, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990 IRS990

US Address USAddress

Books In Care Of Detail BooksInCareOfDetail

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

Investment Income InvestmentIncomeGrp

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Gain Or Loss GainOrLossGrp

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Total Revenue TotalRevenueGrp

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Fees For Services Other FeesForServicesOtherGrp

Total Functional Expenses TotalFunctionalExpensesGrp

Cash Non Interest Bearing CashNonInterestBearingGrp

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Total Assets TotalAssetsGrp

Total Liabilities TotalLiabilitiesGrp

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Schedule A IRS990ScheduleA

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Total Calendar Year170 TotalCalendarYear170Grp

Schedule I IRS990ScheduleI

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Comments