BEAUMONT ROTARY FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BEAUMONT ROTARY FOUNDATION INC (EIN 23-7350450)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-12
- IRS object ID
- 201233479349200023
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-12T16:49:23-06:00 | 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 | MARY ELLEN ROBERTSON CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 985 IH 10 NORTH | AddressLine1 |
| City | BEAUMONT | City |
| State | TX | State |
| ZIP Code | 77706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237350450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAUMONT ROTARY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEAU | NameControl |
| Phone | 4098421913 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 IH-10 SOUTH | AddressLine1 |
| Address Line2 | ROOM/SUITE 213 | AddressLine2 |
| City | BEAUMONT | City |
| State | TX | State |
| ZIP Code | 777052631 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRAD BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 4098421913 | Phone |
| Date Signed | 2012-12-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY ELLEN ROBERTSON | Name |
| Phone | 4098928901 | Phone |
| Date Prepared | 2012-12-06 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 157395 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 45097 | ContributionsGiftsGrantsEtc |
| Investment Income | 10713 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 101369 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 95806 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 5563 | GainOrLossFromSaleOfAssets |
| Other Revenue Total | 216 | OtherRevenueTotal |
| Total Revenue | 61589 | TotalRevenue |
| Grants And Similar Amounts Paid | 61391 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 4832 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 5066 | OtherExpensesTotal |
| Total Expenses | 71289 | TotalExpenses |
| Excess Or Deficit For Year | -9700 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 379485 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 70396 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 440181 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415868 | BOY |
| EOY | 483372 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3700 | BOY |
| EOY | 1234 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419568 | BOY |
| EOY | 484606 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40083 | BOY |
| EOY | 44425 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379485 | BOY |
| EOY | 440181 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | THE MISSION OF THE BEAUMONT ROTARY FOUNDATION IS TO SUPPORT CHARITABLE PROJECTS OF THE ROTARY CLUB OF BEAUMONT FOR COMMUNITY AND INTERNATIONAL PROJECTS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| FOUR YEAR COLLEGE SCHOLARSHIPS AWARDED BASED ON APPLICANT'S DEMONSTATED SERVICE TO COMMUNITY. | 15000 | 15000 |
| "SHOW YOUR COLORS" A JOINT PROJECT OF THE THE ROTARY CLUB OF BEAUMONT AND THE THREE RIVERS COUNCIL OF THE BOY SCOUTS OF AMERICA WHICH DISPLAYS THE AMERICAN FLAG AT OVER 400 LOCATIONS ON SIX HOLIDAYS. | 12075 | 12075 |
| DELIVERY OF "A BOOK ABOUT ME" (PERSONALIZED FOR EACH CHILD) TO ALL FIRST GRADERS IN BEAUMONT, TEXAS. | 16416 | 16416 |
| CONTRIBUTIONS TO THE ROTARY FOUNDATION, A 501(C)(3) ORGANIZATION, WHICH ENABLES ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH A VARIETY OF HUMANITARIAN PROGRAMS. SPECIFIC ASSISTANCE TO NON-PROFIT ORGANIZATIONS IN BEAUMONT, TEXAS ASSISTANCE TO LOCAL COLLEGE STUDENT SERVING ABROAD AS A ROTARY FOUNDATION AMBASSADORIAL SCHOLAR | 22498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 65989 | TotalProgramServiceExpenses |
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 | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|
| S L GREENBERG | |||||||
| PO BOX 3708 | BEAUMONT | TX | 77704 | TRUSTEE | 2.00 | 0 | |
| PAT ANDERSON | |||||||
| 2355 IH 10 SOUTH | BEAUMONT | TX | 77705 | TRUSTEE | 2.00 | 0 | SUITE 213 |
| DAVID LOCKE | |||||||
| 2355 IH-10 SOUTH | BEAUMONT | TX | 77705 | TRUSTEE | 2.00 | 0 | |
| BRAD BROWN | |||||||
| 2355 IH - 10 SOUTH | BEAUMONT | TX | 77705 | TRUSTEE | 2.00 | 0 | |
| BOBBIE APPLEGATE | |||||||
| 985 IH 10 NORTH | BEAUMONT | TX | 77706 | TRUSTEE | 2.00 | 0 | |
| BECKY MASON | |||||||
| 2355 IH 10 SOUTH | BEAUMONT | TX | 77705 | TRUSTEE | 2.00 | 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 | MARY ELLEN ROBERTSON | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 985 IH 10 NORTH SUITE 101 | AddressLine1 |
| City | BEAUMONT | City |
| State | TX | State |
| ZIP Code | 77706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4098928901 | 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 |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49691 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66628 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45094 | CurrentTaxYear |
| Total | 316202 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49691 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66628 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45094 | CurrentTaxYear |
| Total | 316202 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 316202 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15014 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10712 | CurrentTaxYear |
| Total | 64452 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 380654 | TotalSupport |
| Public Support Pertcentage170 | 0.83070 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73420 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS INCOME 216 TOTAL 216 |
| GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS | FORM 990-EZ, PART I, LINE 10 | TEXAS A & M UNIVERSITY TEXAS A & M UNIVERSITY PO BOX 30016 6,000 0 COLLEGE STATION, TX 77842-3016 0 THREE RIVERS COUNCIL, BSA THREE RIVERS COUNCIL, BSA 4650 CARDINAL DRIVE 12,075 0 BEAUMONT, TX 77705-2705 0 ROTARY INT'L ROTARY INTERNATIONAL 14255 COLLECTION CENTER DR. 9,000 0 CHICAGO, IL 60693-0142 0 KCI PEGGY SCHMIDT 2420 WENTWORTH OAKS COURT 16,416 0 LEAGUE CITY, TX 77573-5565 0 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES CREDIT CARD FEES 308 OTHER ADMINISTRATIVE EXPE 160 PRESIDENT'S SPECIAL PROJE 750 INTERACT PROJECTS 2,458 PAUL HARRIS FELLOW 100 FLAG PROGRAM EXPENSE 1,290 TOTAL 5,066 |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990-EZ, PART I, LINE 20 | CHANGE IN UNREALIZED GAINS AND LOSSES FYE 6/30/12 4,665 RESTRICTED FUNDS - CENTENNIEL PROJECT 66,110 MISCELLANEOUS ADJUSTMENT -379 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 3,700 1,234 TOTAL 3,700 1,234 |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 40,000 44,425 GRANTS PAYABLE 83 0 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | THE MISSION OF THE BEAUMONT ROTARY FOUNDATION IS TO SUPPORT CHARITABLE PROJECTS OF THE ROTARY CLUB OF BEAUMONT FOR COMMUNITY AND INTERNATIONAL PROJECTS. |
| ALL OTHER ACCOMPLISHMENT | FORM 990-EZ, PART III, LINE 31 | CONTRIBUTIONS TO THE ROTARY FOUNDATION, A 501(C)(3) ORGANIZATION, WHICH ENABLES ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH A VARIETY OF HUMANITARIAN PROGRAMS. SPECIFIC ASSISTANCE TO NON-PROFIT ORGANIZATIONS IN BEAUMONT, TEXAS ASSISTANCE TO LOCAL COLLEGE STUDENT SERVING ABROAD AS A ROTARY FOUNDATION AMBASSADORIAL SCHOLAR |
Compensation Explanation CompensationExplanation
Compensation Compensation (6 entries)
| S L GREENBERG |
| PAT ANDERSON |
| DAVID LOCKE |
| BRAD BROWN |
| BOBBIE APPLEGATE |
| BECKY MASON |
Comments