FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-01-19
IRS object ID
202610199349200701
Schema version
2024v5.0
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

FieldValueIRS element (for citing)
Return2026-01-19T09:28:19-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351344820PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DULIN WARD & DEWALD INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIRCLE DR W 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP468251610ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310950924EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORT WAYNE ROTARY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O DWDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFORTBusinessNameControlTxt
Phone2604232414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIR DR W STE 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WESTERHAUSENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2604232414PhoneNum
Signature2025-01-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE B MINNICH CPAPreparerPersonNm
PTINP00449902PTIN
Phone2604232414PhoneNum
Preparation2026-01-19PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$40,179GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$33,254ContributionsGiftsGrantsEtcAmt
Investment Income$6,925InvestmentIncomeAmt
Total Revenue$40,179TotalRevenueAmt
Grants And Similar Amounts Paid$31,316GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$9,623OtherExpensesTotalAmt
Total Expenses$40,939TotalExpensesAmt
Excess Or Deficit For Year-$760ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$432,209NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$28,553OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$460,002NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$311,089BOYAmt
EOY$338,387EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$126,230BOYAmt
EOY$121,680EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$437,319BOYAmt
EOY$460,067EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,110BOYAmt
EOY$65EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$432,209BOYAmt
EOY$460,002EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeENCOURAGING DEVELOPMENT IN CHARITABLE AND EDUCATIONAL PROGRAMS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmtForeign GrantsForeignGrantsInd
SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE HANDS-ON OPPORTUNITIES. BIRTH KITS - BIRTH KITS PROVIDED FOR WOMEN IN MALAWI. PAUL HARRIS AWARDS - SPONSOR PAUL HARRIS AWARDS HONORING FOUR LOCAL LEADERS FOR THEIR OUTSTANDING SERVICE TO THE COMMUNITY. RECIPIENTS ARE RECOGNIZED WITH A PAUL HARRIS AWARD AND A 1,000 DONATION TO THE CHARITY OF THEIR CHOOSING.$21,294$25,417
INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING. YOUTH PROGRAMS: ROTARY YOUTH LEADERSHIP AWARDS (RYLA) - AN INTENSIVE TRAINING PROGRAM FOR COMMUNITY YOUTH LEADERS. A GROUP OF YOUNG PEOPLE CHOSEN FOR THEIR LEADERSHIP POTENTIAL ATTENDED AN ALL-EXPENSES-PAID WORKSHOP TO DISCUSS LEADERSHIP SKILLS AND TO LEARN THOSE SKILLS THROUGH PRACTICE. STUDENT ROTARIAN PROGRAM - INVITE APPROXIMATELY 6 STUDENTS TO ATTEND ROTARY MEETINGS ONE MONTH PER YEAR TO REWARD EDUCATIONAL ACHIEVEMENT, FOSTER CAREER DEVELOPMENT, AND PROMOTE SERVICE ABOVE SELF. ONE STUDENT IS SELECTED TO RECEIVE A 1,000 SCHOLARSHIP. WORLD AFFAIRS CONFERENCE - SPONSORED STUDENTS TO ATTEND CONFERENCE ON WORLD AFFAIRS.$5,289$10,479
WASHINGTON ELEMENTARY: SUPPORT STUDENTS OF LOWER - INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN.$4,733$4,733
.Yes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$40,629TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (19 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JUSTIN CLUPPER
PRESIDENT5.00$0
SHARON POHLY
PRESIDENT EL0.50$0
MARK WESTERHAUSEN
TREASURER2.50$0
KATHY FRIEND
SECRETARY2.00$0
JANE WILKS
FORMER SECRE2.00$0
STEPHANIE VEIT
PAST PRESIDE0.50$0
SUHA ABBASI
DIRECTOR0.50$0
GREG ALLEN
DIRECTOR0.50$0
SUSAN BAIER
DIRECTOR0.50$0
KELLEY BAWMANN
DIRECTOR0.50$0
CHRIS BIEN
DIRECTOR0.50$0
JONATHAN BUSAROW
DIRECTOR0.50$0
GARY DEXHEIMER
DIRECTOR0.50$0
ANNE DUFF
DIRECTOR0.50$0
DEBORAH GARRISON
DIRECTOR0.50$0
JEANINE HEROLD
DIRECTOR0.50$0
CARRIE LAMB
DIRECTOR0.50$0
RENA SHOWN
DIRECTOR0.50$0
DAVE VAN GILDER
DIRECTOR0.50$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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK WESTERHAUSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIRCLE DR W STE 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd
FieldValueIRS element (for citing)
Phone2604232414PhoneNum
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$66,463CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,142CurrentTaxYearMinus1YearAmt
Current Tax Year$33,254CurrentTaxYearAmt
Total$200,447TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,463CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,142CurrentTaxYearMinus1YearAmt
Current Tax Year$33,254CurrentTaxYearAmt
Total$200,447TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,025CurrentTaxYearMinus1YearAmt
Current Tax Year$13,125CurrentTaxYearAmt
Total$43,150TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,025CurrentTaxYearMinus1YearAmt
Current Tax Year$13,125CurrentTaxYearAmt
Total$43,150TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$157,297PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,180CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,846CurrentTaxYearMinus1YearAmt
Current Tax Year$6,925CurrentTaxYearAmt
Total$22,976TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,180CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,846CurrentTaxYearMinus1YearAmt
Current Tax Year$6,925CurrentTaxYearAmt
Total$22,976TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,016CurrentTaxYearMinus1YearAmt
Total$24,055TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,507CurrentTaxYearMinus3YearsAmt
Total$2,531TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,774CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,254CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,004CurrentTaxYearMinus1YearAmt
Current Tax Year$40,179CurrentTaxYearAmt
Total$250,009TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.62920PublicSupportCY509Pct
Public Support PY5090.59830PublicSupportPY509Pct
Investment Income CY0.09000InvestmentIncomeCYPct
Investment Income PY0.06000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, LINE 12FormAndLineReferenceDesc
ExplanationOTHER INCOME 2,531ExplanationTxt

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10NAME: MOBILITY MINISTRIES ADDRESS: 12352 N 550 W WHEATFIELD, IN 46392 CASH CONTRIBUTION: 12,800
FORM 990-EZ, PART I, LINE 16EXPENSES OFFICE 51 CONFERENCES/MEETINGS 1,939 YOUTH EXCHANGE EXPENSES 3,251 OTHER EXPENSES 644 NON-INVESTMENT DEPRECIATION 3,738 TOTAL 9,623
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 28,553
FORM 990-EZ, PART II, LINE 24ACCOUNTS RECEIVABLE 9,425 8,612 CLOCK TOWER 149,511 149,511 LESS ACCUMULATED DEPRECIATION 32,706 36,443 TOTAL 126,230 121,680
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,110 65
FORM 990-EZ, PART III, LINE 28SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE HANDS-ON OPPORTUNITIES. BIRTH KITS - BIRTH KITS PROVIDED FOR WOMEN IN MALAWI. PAUL HARRIS AWARDS - SPONSOR PAUL HARRIS AWARDS HONORING FOUR LOCAL LEADERS FOR THEIR OUTSTANDING SERVICE TO THE COMMUNITY. RECIPIENTS ARE RECOGNIZED WITH A PAUL HARRIS AWARD AND A 1,000 DONATION TO THE CHARITY OF THEIR CHOOSING.
FORM 990-EZ, PART III, LINE 29INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING. YOUTH PROGRAMS: ROTARY YOUTH LEADERSHIP AWARDS (RYLA) - AN INTENSIVE TRAINING PROGRAM FOR COMMUNITY YOUTH LEADERS. A GROUP OF YOUNG PEOPLE CHOSEN FOR THEIR LEADERSHIP POTENTIAL ATTENDED AN ALL-EXPENSES-PAID WORKSHOP TO DISCUSS LEADERSHIP SKILLS AND TO LEARN THOSE SKILLS THROUGH PRACTICE. STUDENT ROTARIAN PROGRAM - INVITE APPROXIMATELY 6 STUDENTS TO ATTEND ROTARY MEETINGS ONE MONTH PER YEAR TO REWARD EDUCATIONAL ACHIEVEMENT, FOSTER CAREER DEVELOPMENT, AND PROMOTE SERVICE ABOVE SELF. ONE STUDENT IS SELECTED TO RECEIVE A 1,000 SCHOLARSHIP. WORLD AFFAIRS CONFERENCE - SPONSORED STUDENTS TO ATTEND CONFERENCE ON WORLD AFFAIRS.
FORM 990-EZ, PART III, LINE 31.

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