ANTHONY WAYNE ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ANTHONY WAYNE ROTARY CHARITABLE FOUNDATION INC (EIN 27-4249936)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2026-05-13
IRS object ID: 202601339349202165
Schema version: 2023v6.0
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
Form 990-EZ
Schedule A
Schedule B
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T10:15:06-04:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	352110134	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CHRISTEN SOUERS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10347 DAWSONS CREEK BLVD STE C	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	468251905	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	274249936	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANTHONY WAYNE ROTARY CHARITABLE	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ANTH	BusinessNameControlTxt
Phone	2606275856	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5335 GOLDFINCH LANE	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46818	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TROY HEISLER	PersonNm
Person Title	TREASURER/SECRETARY	PersonTitleTxt
Signature	2025-04-30	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEREMY T HOSTETLER CPA	PreparerPersonNm
PTIN	P00416034	PTIN
Phone	2604840653	PhoneNum
Preparation	2026-05-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Amended Return	Yes (X)	AmendedReturnInd
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Website Address	N/A	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$52,328	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$33,500	ContributionsGiftsGrantsEtcAmt
Investment Income	$3,958	InvestmentIncomeAmt
Fundraising Gross Income	$14,870	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$13,357	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$1,513	SpecialEventsNetIncomeLossAmt
Total Revenue	$38,971	TotalRevenueAmt
Other Expenses Total	$28,505	OtherExpensesTotalAmt
Total Expenses	$28,505	TotalExpensesAmt
Excess Or Deficit For Year	$10,466	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$180,079	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$190,545	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$180,079	BOYAmt
EOY	$190,545	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$180,079	BOYAmt
EOY	$190,545	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$180,079	BOYAmt
EOY	$190,545	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	THE PRIMARY EXEMPT PURPOSE OF THIS ORGANIZATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY TO BENEFIT, PERFORM, AND CARRY OUT THE CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES OF THE ANTHONY WAYNE ROTARY CLUB.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

Field	Value	IRS element (for citing)
Description Program Srvc Accom	TO PROVIDE SCHOLARSHIPS, BOOKS AND ASSISTANCE TO STUDENTS.	DescriptionProgramSrvcAccomTxt
Program Service Expenses	$28,500	ProgramServiceExpensesAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$28,500	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
KEVIN ROTHGEB
DIRECTOR	1.00	$0
TROY HEISLER
TREASURER/SE	1.00	$0
STEVEN JACKSON
DIRECTOR	1.00	$0
JUSTIN BRUGGER
DIRECTOR	1.00	$0
DENIS BENETTI
PRESIDENT	1.00	$0
LYNETTE JOHNSON
DIRECTOR	1.00	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	false	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	false	OrganizationHadUBIInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Form1120 Pol Filed	false	Form1120PolFiledInd
Made Loans To From Officers	false	MadeLoansToFromOfficersInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TROY HEISLER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5335 GOLDFINCH LANE	AddressLine1Txt
City	FORT WAYNE	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46818	ZIPCd

Field	Value	IRS element (for citing)
Phone	2604373032	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccountInd
Foreign Office	false	ForeignOfficeInd
Donor Advised Fnds	false	DonorAdvisedFndsInd
Operate Hospital	false	OperateHospitalInd
Tanning Services Provided	false	TanningServicesProvidedInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
School Operating	false	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (true)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,945	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$62,600	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,450	CurrentTaxYearMinus1YearAmt
Current Tax Year	$33,500	CurrentTaxYearAmt
Total	$149,495	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$23,053	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,841	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,870	CurrentTaxYearAmt
Total	$52,764	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,945	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$85,653	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$52,291	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,370	CurrentTaxYearAmt
Total	$202,259	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$202,259	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,967	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,011	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,854	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,398	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,958	CurrentTaxYearAmt
Total	$19,188	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,967	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,011	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,854	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,398	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,958	CurrentTaxYearAmt
Total	$19,188	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,912	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,011	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$89,507	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$55,689	CurrentTaxYearMinus1YearAmt
Current Tax Year	$52,328	CurrentTaxYearAmt
Total	$221,447	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.91340	PublicSupportCY509Pct
Public Support PY509	0.89160	PublicSupportPY509Pct
Investment Income CY	0.09000	InvestmentIncomeCYPct
Investment Income PY	0.11000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF OUTING	Event1Nm
Gross Receipts Event1	$48,370	GrossReceiptsEvent1Amt
Charitable Contri Event1	$33,500	CharitableContriEvent1Amt
Gross Revenue Event1	$14,870	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$13,357	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$48,370	GrossReceiptsTotalAmt
Charitable Contributions Tot	$33,500	CharitableContributionsTotAmt
Gross Revenue Total Events	$14,870	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$13,357	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$13,357	DirectExpenseSummaryEventsAmt
Net Income Summary	$1,513	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PAGE 1, ITEM B	THE 2023 RETURN IS BEING AMENDED TO REPORT THE CORRECT REVENUE AND EXPENSES REPORTED FOR THE GOLF OUTING SPECIAL EVENT.
FORM 990-EZ, PART I, LINE 16	EXPENSES BANK SERVICE CHARGES 5 SCHOLARSHIPS 28,500 TOTAL 28,505
FORM 990-EZ, PART III	THE PRIMARY EXEMPT PURPOSE OF THIS ORGANIZATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY TO BENEFIT, PERFORM, AND CARRY OUT THE CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES OF THE ANTHONY WAYNE ROTARY CLUB.

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