WAKEFIELD ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WAKEFIELD ROTARY CHARITABLE FOUNDATION INC (EIN 06-1492650)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-06
- IRS object ID
- 201220669349200502
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-06T06:28:35-08:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 RD | AddressLine1 |
| City | KINGSTON | City |
| State | RI | State |
| ZIP Code | 028811775 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 Foundation | 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 | 02880 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Russell Bertrand | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-03-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Betsy C Wisehart CPA | Name |
| Phone | 4017924800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 74707 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 13550 | ContributionsGiftsGrantsEtc |
| Investment Income | 290 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Other Revenue Total | 60867 | OtherRevenueTotal |
| Total Revenue | 74707 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 3825 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 141 | PrintingPublicationsPostage |
| Other Expenses Total | 13708 | OtherExpensesTotal |
| Total Expenses | 17674 | TotalExpenses |
| Excess Or Deficit For Year | 57033 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 265648 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 322681 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265648 | BOY |
| EOY | 322681 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265648 | BOY |
| EOY | 322681 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265648 | BOY |
| EOY | 322681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Grants for educational and charitable purposes. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| The Wakefield Rotary Charitable Foundation donates annually to the Rotary International Foundation in order to further the work of the Rotary International Foundation in promoting peace, fighting hunger, and improving the lives of people throughout the world. | 1865 |
| The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships. | 11250 |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Sandy Cutting | ||||||
| 14 Robinson Street | Narragansett | RI | 02882 | Director | 0 | 0 |
| Russell Bertrand | ||||||
| 150 Silver Lake Avenue | Wakefield | RI | 02879 | Treasurer | 0 | 0 |
| Darlene Lepore | ||||||
| 630 Rose Hill Road | South Kingstown | RI | 02879 | Chairman | 0 | 0 |
| Frances M Alexakos | ||||||
| 249 Woodruff Ave | Wakefield | RI | 02879 | Director | 0 | 0 |
| Stephen R White | ||||||
| 126 Hundred Acre Pond | West Kingston | RI | 02892 | Director | 0 | 0 |
| C Charles Paolino | ||||||
| 64 Ocean Avenue | Wakefield | RI | 02879 | Director | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| 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 A Bertand | 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 | 4017891100 | 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 |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| 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 | 13150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38706 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29550 | CurrentTaxYear |
| Total | 146710 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38706 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29550 | CurrentTaxYear |
| Total | 146710 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 146710 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 290 | CurrentTaxYear |
| Total | 14076 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 290 | CurrentTaxYear |
| Total | 14076 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7891 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -19780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -33047 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15584 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44867 | CurrentTaxYear |
| Total | 15515 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -17029 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 74707 | CurrentTaxYear |
| Total | 176301 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.83220 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 1.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07980 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.12780 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Supplies $354 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Other Donations $1865 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Scholarship Disbursements $11250 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $239 |
| Form 990-EZ, Part I, Line 8.2 | Other Revenue.2 | Rotary Club of Wakefield $16000 |
| Form 990-EZ, Part I, Line 8.1 | Other Revenue.1 | Growth of DAF $44867 |
Comments