FOUNDATION OF THE ROTARY CLUB OF MERCER ISLAND: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION OF THE ROTARY CLUB OF MERCER ISLAND (EIN 91-1058004)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-10-02
IRS object ID
202542759349200034
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)
Return2025-10-02T13:03:03-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911313035PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN SCHERZO CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 HOLLY LNAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911058004EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION OF THE ROTARY CLUB OFBusinessNameLine1Txt
Business Name Line2MERCER ISLANDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone2069157305PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID THOMPSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2069157305PhoneNum
Signature2025-10-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A SCHERZOPreparerPersonNm
PTINP00064621PTIN
Phone2062362346PhoneNum
Preparation2025-10-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
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
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMIROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$47,428GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$37,366ContributionsGiftsGrantsEtcAmt
Investment Income$10,062InvestmentIncomeAmt
Total Revenue$47,428TotalRevenueAmt
Grants And Similar Amounts Paid$51,970GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$9,229OtherExpensesTotalAmt
Total Expenses$61,199TotalExpensesAmt
Excess Or Deficit For Year-$13,771ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$136,057NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$122,286NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$178,265BOYAmt
EOY$198,262EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$178,265BOYAmt
EOY$198,262EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,208BOYAmt
EOY$75,976EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$136,057BOYAmt
EOY$122,286EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeRAISE AND SOLICIT FUNDS FOR DISTRIBUTION TO 501C3 CHARITABLE ORGANIZATIONSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtForeign GrantsForeignGrantsIndProgram Service ExpensesProgramServiceExpensesAmt
RAISE AND SOLICIT FUNDS FOR DISTRIBUTION TO 501C3 CHARITABLE ORGANIZATIONS
ROTARY INERNATIONAL PAUL HARRIS FUND RESTRICTED
MEMBERS OTHER UNRESTICTED DONATIONS$51,970Yes (X)$52,304
FieldValueIRS element (for citing)
Total Program Service Expenses$52,304TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WALTER BOOS
PRESIDENT5.00$0
STUART SCARFF
SECRETARY4.00$0
DAVID THOMPSON
TREASURER5.00$0
DIANE BARRETT TIEN
DIRECTOR4.00$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)
PersonDAVID THOMPSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Phone2069157305PhoneNum
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$70,193CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,321CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,958CurrentTaxYearMinus1YearAmt
Current Tax Year$37,366CurrentTaxYearAmt
Total$172,354TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,757CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,909CurrentTaxYearMinus1YearAmt
Current Tax Year$10,062CurrentTaxYearAmt
Total$56,052TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,368CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,078CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,867CurrentTaxYearMinus1YearAmt
Current Tax Year$47,428CurrentTaxYearAmt
Total$228,406TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$228,406PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$807CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,460CurrentTaxYearMinus1YearAmt
Current Tax Year$10,062CurrentTaxYearAmt
Total$18,653TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$807CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,460CurrentTaxYearMinus1YearAmt
Current Tax Year$10,062CurrentTaxYearAmt
Total$18,653TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,543CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,814CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,885CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,327CurrentTaxYearMinus1YearAmt
Current Tax Year$57,490CurrentTaxYearAmt
Total$247,059TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92450PublicSupportCY509Pct
Investment Income CY0.08000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10CLASS OF ACTIVITY: HUMANITARIAN CASH CONTRIBUTION: 11,500 RELATIONSHIP: NONE
FORM 990-EZ, PART I, LINE 10NAME: ROTARY INT'L PAUL HARRIS ADDRESS: 14255 COLLECTION CENTER DRIVE CHICAGO, IL 60693 CASH CONTRIBUTION: 6,670 NAME: 14 COMM. GRANTS ALL LESS THAN 5,000 ADDRESS: PO BOX 1 MERCER ISLAND, WA 98040 CASH CONTRIBUTION: 18,800 CLASS OF ACTIVITY: ENVIRONMENTAL NAME: ROTARYDISTRICT 5280 FOUNDATION ADDRESS: 8055 W MANCHESTER AVE PLAYA DEL REY, CA 90293 CASH CONTRIBUTION: 10,000
FORM 990-EZ, PART I, LINE 16EXPENSES FUNDRAISING EXPENES 8,054 PROCESSING FEES 274 FILING FEES 60 OFFICE SUPPLIES 841 TOTAL 9,229
FORM 990-EZ, PART II, LINE 26GRANTS PAYABLE 42,208 75,976
FORM 990-EZ, PART III, LINE 31MEMBERS OTHER UNRESTICTED DONATIONS

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