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BREAKFAST ROTARY CHAR FDN: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BREAKFAST ROTARY CHAR FDN (EIN 36-4179261)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-12-23
IRS object ID
201433579349200308
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)
Return2014-12-23T12:49:03-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363614997PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDER CASELLA & COBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1509 W OLD NORTHWEST HWY SUITE 102AddressLine1
CityBARRINGTONCity
StateILState
ZIP Code60010ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364179261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BREAKFAST ROTARY CHARITABLE FOUNDATBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBREABusinessNameControlTxt
Phone8473823366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 WESTLAKE DRIVEAddressLine1
CitySOUTH BARRINGTONCity
StateILState
ZIP Code600105332ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY SWISHERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8473823366PhoneNum
Signature2014-12-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELE L DERCOLEPreparerPersonNm
PTINP00174872PTIN
Phone8473823366PhoneNum
Preparation2014-12-03PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$112,750GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$54,821ContributionsGiftsGrantsEtcAmt
Investment Income$578InvestmentIncomeAmt
Fundraising Gross Income$57,351FundraisingGrossIncomeAmt
Special Events Direct Expenses$29,492SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$27,859SpecialEventsNetIncomeLossAmt
Total Revenue$83,258TotalRevenueAmt
Grants And Similar Amounts Paid$53,572GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$400FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$171PrintingPublicationsPostageAmt
Other Expenses Total$1,879OtherExpensesTotalAmt
Total Expenses$56,022TotalExpensesAmt
Excess Or Deficit For Year$27,236ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$126,455NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$153,691NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$108,708BOYAmt
EOY$141,813EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$18,395BOYAmt
EOY$13,328EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$127,103BOYAmt
EOY$155,141EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$648BOYAmt
EOY$1,450EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$126,455BOYAmt
EOY$153,691EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeSERVICE ABOVE SELFPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
THE ORGANIZATION EXEMPLIFIES ITS GOAL OF SERVICE ABOVE SELF BY ACTIVELY PARTICIPATING IN SEVERAL INTERNATIONAL PROJECTS IN GUATEMALA, INCLUDING PROVIDING A VILLAGE WITH A MECHANICAL SOY COW, PROVIDING FUNDING TO HELP ERADICATE POLIO THROUGHOUT THE WORLD AND MAKES DONATIONS TO MANY LOCAL CHARITIES.$48,672$50,228
THE ORGANIZATION PROVIDES SEVERAL SCHOLARSHIPS ANNUALLY$4,900$4,900
FieldValueIRS element (for citing)
Total Program Service Expenses$55,128TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SUZANNE GIBSON
PAST PRESIDE2.00$0
KELLY SWISHER
TREASURER4.00$0
ELIZABETH MCGRATH
SECRETARY3.00$0
BRETT SCHULZ
PRESIDENT4.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKELLY SWISHERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1509 W OLD NORTHWEST HIGHWAY 102AddressLine1
CityBARRINGTONCity
StateILState
ZIP Code60010ZIPCode
FieldValueIRS element (for citing)
Phone8473823366PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,388CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,227CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,815CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,171CurrentTaxYearMinus1YearAmt
Current Tax Year$54,821CurrentTaxYearAmt
Total$168,422TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,327CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,059CurrentTaxYearMinus1YearAmt
Current Tax Year$57,351CurrentTaxYearAmt
Total$189,892TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,487CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,230CurrentTaxYearMinus1YearAmt
Current Tax Year$112,172CurrentTaxYearAmt
Total$358,314TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$358,314PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$415CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$166CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$616CurrentTaxYearMinus1YearAmt
Current Tax Year$578CurrentTaxYearAmt
Total$2,155TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$415CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$166CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$616CurrentTaxYearMinus1YearAmt
Current Tax Year$578CurrentTaxYearAmt
Total$2,155TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,846CurrentTaxYearMinus1YearAmt
Current Tax Year$112,750CurrentTaxYearAmt
Total$360,469TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99400PublicSupportCY509Pct
Public Support PY5090.99360PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1ANNUAL RENDEZVONameOfEvent1Amt
Gross Receipts Event1$51,816GrossReceiptsEvent1Amt
Charitable Contri Event1$2,965CharitableContriEvent1Amt
Gross Revenue Event1$48,851GrossRevenueEvent1Amt
Cash Prizes Event1$5,000CashPrizesEvent1Amt
Food And Beverage Event1$11,440FoodAndBeverageEvent1Amt
Entertainment Event1$700EntertainmentEvent1Amt
Other Direct Expenses Event1$2,386OtherDirectExpensesEvent1Amt
Name Of Event2TRICK OR TREATNameOfEvent2Amt
Gross Receipts Event2$6,215GrossReceiptsEvent2Amt
Charitable Contri Event2$1,029CharitableContriEvent2Amt
Gross Revenue Event2$5,186GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,791NonCashPrizesEvent2Amt
Rent Facility Costs Event2$275RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$3,047OtherDirectExpensesEvent2Amt
Gross Receipts Total$58,031GrossReceiptsTotalAmt
Charitable Contributions Tot$3,994CharitableContributionsTotAmt
Gross Revenue Total Events$54,037GrossRevenueTotalEventsAmt
Cash Prizes Total Events$5,000CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,791NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$275RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,440FoodAndBeverageTotalEventsAmt
Entertainment Total Events$700EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$5,433OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,639DirectExpenseSummaryEventsAmt
Net Income Summary$29,398NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10THE ROTARY FOUNDATION 1560 ROTARY CENTER EVANSTON, IL 60201 17,075 0 0 BARRINGTON VILLAGE ASSOCIATION 115 SOUTH HOUGH STREET MERCHANT SHEDS BARRINGTON, IL 60010 0 20,247 0
FORM 990-EZ, PART I, LINE 16EXPENSES ANNUAL FILING FEE 15 GENERAL OPERATING EXPENSES 125 SERVICE CHARGES 29 INFORMATION TECHNOLOGY 154 TRAINING FOR INTERNATIONAL SE 1,556 TOTAL 1,879
FORM 990-EZ, PART II, LINE 24MICRO LOANS OUTSTANDING 13,585 11,564 DUE FROM ROTARY CLUB 4,810 1,764 TOTAL 18,395 13,328
FORM 990-EZ, PART II, LINE 26PASS THROUGH DONATIONS PAYABLE 648 1,450
FORM 990-EZ, PART III, LINE 28THE ORGANIZATION EXEMPLIFIES ITS GOAL OF SERVICE ABOVE SELF BY ACTIVELY PARTICIPATING IN SEVERAL INTERNATIONAL PROJECTS IN GUATEMALA, INCLUDING PROVIDING A VILLAGE WITH A MECHANICAL SOY COW, PROVIDING FUNDING TO HELP ERADICATE POLIO THROUGHOUT THE WORLD AND MAKES DONATIONS TO MANY LOCAL CHARITIES.

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

SUZANNE GIBSON
KELLY SWISHER
ELIZABETH MCGRATH
BRETT SCHULZ

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