ROTARY CLUB OF WEST ORANGE FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ROTARY CLUB OF WEST ORANGE FOUNDATION INC (EIN 01-0738784)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-12-26
IRS object ID: 201300089349300400
Schema version: 2011v1.2
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 G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-12-26T13:52:47-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEVINE JACOBS & COMPANY LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 EISENHOWER PARKWAY	AddressLine1
City	LIVINGSTON	City
State	NJ	State
ZIP Code	07039	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	010738784	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY CLUB OF WEST ORANGE	BusinessNameLine1
Business Name Line2	FOUNDATION INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	ROTA	NameControl
Phone	9739929400	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O M H KARU 333 EISENHOWER PKY	AddressLine1
City	LIVINGSTON	City
State	NJ	State
ZIP Code	070391722	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	EDWARD ENGINGER	Name
Title	CHAIRMAN	Title
Phone	9739929400	Phone
Date Signed	2012-12-26	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MICHAEL H KARU	Name
Phone	9739929400	Phone
Date Prepared	2012-12-26	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	EDWARD ENGINGER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	474 PROSPECT STREET	AddressLine1
City	WEST ORANGE	City
State	NJ	State
ZIP Code	07052	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	86536	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2002	YearFormation
State Legal Domicile	NJ	StateLegalDomicile
Activity Or Mission Description	FUNDING LOCAL & ROTARY INTERNATIONAL BASED CHARITIES AND FUNDING OF COLLEGE SCHOLARSHIPS	ActivityOrMissionDescription
Nbr Voting Members Governing Body	7	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	5616	ContributionsGrantsPriorYear
Contributions Grants Current Year	4600	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	277	InvestmentIncomePriorYear
Investment Income Current Year	-5558	InvestmentIncomeCurrentYear
Other Revenue Prior Year	42429	OtherRevenuePriorYear
Other Revenue Current Year	42023	OtherRevenueCurrentYear
Total Revenue Prior Year	48322	TotalRevenuePriorYear
Total Revenue Current Year	41065	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	35066	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	39799	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	7718	TotalFundrsngExpCurrentYear
Other Expense Prior Year	8874	OtherExpensePriorYear
Other Expenses Current Year	8541	OtherExpensesCurrentYear
Total Expenses Prior Year	43940	TotalExpensesPriorYear
Total Expenses Current Year	48340	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	4382	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-7275	RevenuesLessExpensesCY
Total Assets BOY	106448	TotalAssetsBOY
Total Assets EOY	99173	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	106448	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	99173	NetAssetsOrFundBalancesEOY
Mission Description	FUNDING LOCAL & ROTARY INTERNATIONAL BASED CHARITIES AND FUNDING OF COLLEGE SCHOLARSHIPS	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	16248	Expense
Grants	15450	Grants
Description	SCHOLARSHIP & ACADEMIC AWARDS - COLLEGE SCHOLARSHIPS AND ACADEMIC ACHEIVEMENT AWARDS ARE GIVEN TO GRADUATING HIGH SCHOOL SENIORS WHO LIVE IN WEST ORANGE, NJ	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	24349	Expense
Grants	24349	Grants
Description	GRANTS TO CHARITABLE ORGANIZATIONS - GRANTS TO ORGANIZATIONS FORMED AND QUALIFYING UNDER SECTION 501(C)(3) ARE MADE IN ACCORDANCE WITH THE FOUNDATION'S PRIMARY PURPOSE	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	40597	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	7	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MICHAEL H KARU CPA	NamePerson
Telephone Number	9739929400	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	333 EISENHOWER PKY	AddressLine1
City	LIVINGSTON	City
State	NJ	State
ZIP Code	070521722	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
EDWARD ENGINGER
CHAIRMAN	1.00	X	X	0	0	0
TEKESTE GHEBREMICAEL
TRUSTEE	1.00	X	X	0	0	0
CHRISTOPHER WASHCO
TRUSTEE	1.00	X		0	0	0
CHRISTOS ALEVRAS
TRUSTEE	1.00	X		0	0	0
JOSEPH A VENA
TRUSTEE	1.00	X		0	0	0
MEGAN BRILL
TRUSTEE	1.00	X		0	0	0
WAYNE BUCKNER
TRUSTEE	1.00	X		0	0	0
MICHAEL H KARU
TREASURER	2.00		X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	4600	AllOtherContributions
Total Contributions	4600	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3935	TotalRevenueColumn
Exclusion	$3,935	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	30478	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	39971	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-9493	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-9493	TotalRevenueColumn
Related Or Exempt Function Income	-9493	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	36523	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	36523	TotalRevenueColumn
Exclusion	$36,523	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	11000	GrossIncomeGaming
Gaming Direct Expenses	5500	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	5500	TotalRevenueColumn
Exclusion	$5,500	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	41065	TotalRevenueColumn
Related Or Exempt Function Income	-9493	RelatedOrExemptFunctionIncome
Exclusion	$45,958	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	24349	Total
Program Services	24349	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	15450	Total
Program Services	15450	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	FundraisingFundraising	Program ServicesProgramServices
FACILITY FEE	6480	6480
GUEST FEES	798		798
PRINTING	465	465
PRINTING	333	333

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	465	Total
Management And General	25	ManagementAndGeneral
Fundraising	440	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	48340	Total
Program Services	40597	ProgramServices
Management And General	25	ManagementAndGeneral
Fundraising	7718	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	32775	BOY
EOY	8463	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	34049	BOY
EOY	10121	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	39624	BOY
EOY	80589	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	106448	BOY
EOY	99173	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	54744	BOY
EOY	48344	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	51704	BOY
EOY	50829	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	106448	BOY
EOY	99173	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	106448	BOY
EOY	99173	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-7275	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	700	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1084	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10661	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5616	CurrentTaxYearMinus1Year
Current Tax Year	4600	CurrentTaxYear
Total	22661	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	32877	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	31387	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	41074	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	48229	CurrentTaxYearMinus1Year
Current Tax Year	47556	CurrentTaxYear
Total	201123	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	33577	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	32471	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	51735	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	53845	CurrentTaxYearMinus1Year
Current Tax Year	52156	CurrentTaxYear
Total	223784	Total

Field	Value	IRS element (for citing)
Public Support Total509	223784	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	610	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	437	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	728	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	277	CurrentTaxYearMinus1Year
Current Tax Year	3590	CurrentTaxYear
Total	5642	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	610	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	437	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	728	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	277	CurrentTaxYearMinus1Year
Current Tax Year	3590	CurrentTaxYear
Total	5642	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	34187	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	32908	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	52463	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	54122	CurrentTaxYearMinus1Year
Current Tax Year	55746	CurrentTaxYear
Total	229426	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.97540	PublicSupportPercentage509
Prior Year Support Percentage	0.98730	PriorYearSupportPercentage
Investment Income Percentage	0.02000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	TASTE OF THE WO	NameOfEvent1
Gross Receipts Event1	31625	GrossReceiptsEvent1
Gross Revenue Event1	31625	GrossRevenueEvent1
Gross Receipts Total	31625	GrossReceiptsTotal
Gross Revenue Total Events	31625	GrossRevenueTotalEvents
Net Income Summary	31625	NetIncomeSummary

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NJ	StatesWhereGamingConducted

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained
No Grant More Than5000	X	NoGrantMoreThan5000

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS	15	15250
ACADEMIC AWARDS	2	200

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND MAKES IT AVAILABLE TO ALL BOARD MEMBERS PRIOR TO THE FILING OF THE RETURN.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	IT IS THE POLICY OF THE FOUNDATION TO FURNISH A COPY OF THE 990 FORM UPON WRITTEN REQUEST.
ADDITIONAL INFORMATION	FORM 990, PART XI	SCHOLARSHIPS ARE PARTIALLY FUNDED THROUGH FUNDRAISING. THE BALANCE IS RELEASED FROM RESTRICTED FUNDS. THE AMOUNT SHOWN ON LINE 5 REPRESENTS FUNDS RELEASED DURING THE CURRENT FISCAL YEAR.