WAKEFIELD ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WAKEFIELD ROTARY CHARITABLE FOUNDATION INC (EIN 06-1492650)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-12
- IRS object ID
- 201303189349201580
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T11:50:39-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050510119 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisehart Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1767 South Road | AddressLine1 |
| City | Kingston | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061492650 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wakefield Rotary Charitable Foundat | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WAKE | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 382 | AddressLine1 |
| City | Wakefield | City |
| State | RI | State |
| ZIP Code | 028800382 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Russell Bertrand | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Betsy C Wisehart CPA | Name |
| PTIN | P01341637 | PTIN |
| Phone | 4017924800 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 71596 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 40173 | ContributionsGiftsGrantsEtc |
| Investment Income | 62 | InvestmentIncome |
| Other Revenue Total | 31361 | OtherRevenueTotal |
| Total Revenue | 71596 | TotalRevenue |
| Grants And Similar Amounts Paid | 14044 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 550 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 3789 | OtherExpensesTotal |
| Total Expenses | 18383 | TotalExpenses |
| Excess Or Deficit For Year | 53213 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 316144 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 369357 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316144 | BOY |
| EOY | 369357 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316144 | BOY |
| EOY | 369357 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316144 | BOY |
| EOY | 369357 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Educational & charitable grants | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations |
|---|---|
| The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships | 11750 |
| The Organization donates annually to the Rotary International Foundation in order to further that organization9s efforts to promote peace and fight hunger and disease | 2294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| Carl Sivo | ||||
| Director | 1.00 | 0 | 0 | 0 |
| Russell Bertrand | ||||
| Treasurer | 1.00 | 0 | 0 | 0 |
| Sandy Cutting | ||||
| Director | 1.00 | 0 | 0 | 0 |
| Russell Johnson | ||||
| Officer | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Russell Bertrand | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Silver Lake Avenue | AddressLine1 |
| City | Wakefield | City |
| State | RI | State |
| ZIP Code | 02879 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4017892473 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Operating School | false | OperatingSchool |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
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 | 9844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29653 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40173 | CurrentTaxYear |
| Total | 164680 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29653 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40173 | CurrentTaxYear |
| Total | 164680 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 164680 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 290 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62 | CurrentTaxYear |
| Total | 6925 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 290 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62 | CurrentTaxYear |
| Total | 6925 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -33047 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15584 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44867 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -5984 | CurrentTaxYearMinus1Year |
| Total | 21420 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -17029 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71385 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74707 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23727 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40235 | CurrentTaxYear |
| Total | 193025 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85320 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94160 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03590 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04890 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| O01 | Description of other revenue Part I line 8 | Description Amount Growth of DAF 31,361 |
| O02 | List of grants and similar amounts paid Part I line 10 | Activity Scholarships Amount 11,750 Activity Donations Amount 2,294 |
| O03 | Description of other expenses Part I line 16 | Description Amount Insurance 239 Investment management fees 3,169 Supplies 140 Filing fees 22 Printing 149 Postage 70 |
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