LYNNWOOD ROTARY COMMUNITY FOUNDATION: Form 990, tax year 2021
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- Organization
- LYNNWOOD ROTARY COMMUNITY FOUNDATION (EIN 91-1495396)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-13
- IRS object ID
- 202301339349302155
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-13T16:07:18-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472417693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YACKEL & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19721 SCRIBER LAKE RD STE C | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980366119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911495396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNWOOD ROTARY COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 4256701310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1021 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE ANTHONY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4256401578 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WAYNE | PersonFirstNm |
| Person Last | ANTHONY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT V YACKEL CPA | PreparerPersonNm |
| PTIN | P00012992 | PTIN |
| Phone | 4256701310 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICKIE KOZUCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1021 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $626,592 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LRCFROTARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE LYNNWOOD ROTARY COMMUNITY FOUNDATION PROVIDES SIGNIFICANT FINANCIAL SUPPORT FOR LOCAL NEEDS THROUGH LONG TERM FUND DEVELOPMENT AND RESPONSIBLE STEWARDSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 65 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 65 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $33,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,236 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $144,002 | PYInvestmentIncomeAmt |
| CY Investment Income | $194,141 | CYInvestmentIncomeAmt |
| CY Other Revenue | $44 | CYOtherRevenueAmt |
| PY Total Revenue | $177,602 | PYTotalRevenueAmt |
| CY Total Revenue | $211,421 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $88,479 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,817 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,863 | PYOtherExpensesAmt |
| CY Other Expenses | $23,268 | CYOtherExpensesAmt |
| PY Total Expenses | $113,342 | PYTotalExpensesAmt |
| CY Total Expenses | $125,085 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $64,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $86,336 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,540,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,067,267 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,793 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,193 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,516,438 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,066,074 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RAISE FUNDS TO SUPPORT EDUCATION AND PROVIDE FINANCIAL AND OTHER ASSISTANCE TO OTHER COMMUNITY SERVICE ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $69,461 | ExpenseAmt |
| Grant | $51,317 | GrantAmt |
| Desc | IDENTIFY LOCAL PROJECTS IN THE COMMUNITY AND SURROUNDING AREA IN WHICH FINANCIAL SUPPORT IS PROVIDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $50,500 | ExpenseAmt |
| Grant | $50,500 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIPS TO ATTEND UNIVERSITY, TRADE SCHOOL OR COMMUNITY COLLEGE FOR ELIGIBLE STUDENT APPLICANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,720 | ExpenseAmt |
| Desc | CONTRIBUTIONS TO ORGANIZATIONS IN THE COMMUNITY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,720 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $124,681 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 65 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 65 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE ANTHONY | PersonNm |
| Phone | 4256701310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1021 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|
| VICKIE KOZUCK | |||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | |
| DAVID KLEITSCH | |||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | |
| DEBBIE BODAL | |||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WAYNE ANTHONY | |||||
| TREASURER | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $17,236 | AllOtherContributionsAmt |
| Total Contributions | $17,236 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,779 | TotalRevenueColumnAmt |
| Exclusion | $46,779 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $472,159 | SecuritiesAmt |
| Other | $90,374 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $415,171 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,988 | SecuritiesAmt |
| Other | $90,374 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,988 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $90,374 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED FEE | Desc |
| Total Revenue Column | $44 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,032 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $137,153 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,317 | TotalAmt |
| Program Services | $51,317 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,500 | TotalAmt |
| Program Services | $50,500 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,720 | TotalAmt |
| Program Services | $4,720 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,144 | TotalAmt |
| Program Services | $18,144 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| WEBSITE | $327 | $327 |
| BANK CHARGES | $77 | $77 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,085 | TotalAmt |
| Program Services | $124,681 | ProgramServicesAmt |
| Management And General | $404 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,854 | BOYAmt |
| EOY | $24,938 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,504 | BOYAmt |
| EOY | $58,187 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11 | BOYAmt |
| EOY | $11 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,411,862 | BOYAmt |
| EOY | $1,984,131 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,540,231 | BOYAmt |
| EOY | $2,067,267 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,793 | BOYAmt |
| EOY | $1,193 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,793 | BOYAmt |
| EOY | $1,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,438 | BOYAmt |
| EOY | $2,066,074 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,438 | BOYAmt |
| EOY | $2,066,074 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,540,231 | BOYAmt |
| EOY | $2,067,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $86,336 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$541,096 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,396 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,236 | CurrentTaxYearAmt |
| Total | $243,352 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,236 | CurrentTaxYearAmt |
| Total | $243,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $243,352 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,779 | CurrentTaxYearAmt |
| Total | $354,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $597,534 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $44 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 7 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $17,236 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Grants | $87,188 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $111,467 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,953,833 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,179,162 | BeginningYearBalanceAmt |
| Contributions | $1,336 | ContributionsAmt |
| Investment Earnings Or Losses | $186,777 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,317 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,202 | AdministrativeExpensesAmt |
| End Year Balance | $1,953,833 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,950,220 | BeginningYearBalanceAmt |
| Contributions | $4,500 | ContributionsAmt |
| Investment Earnings Or Losses | $519,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $72,174 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,621 | AdministrativeExpensesAmt |
| End Year Balance | $2,379,162 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,970,470 | BeginningYearBalanceAmt |
| Contributions | $336 | ContributionsAmt |
| Investment Earnings Or Losses | $62,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,850 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $21,040 | AdministrativeExpensesAmt |
| End Year Balance | $1,950,220 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,826,154 | BeginningYearBalanceAmt |
| Contributions | $102,300 | ContributionsAmt |
| Investment Earnings Or Losses | $119,456 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $63,542 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,898 | AdministrativeExpensesAmt |
| End Year Balance | $1,970,470 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,054,637 | BeginningYearBalanceAmt |
| Contributions | $639,611 | ContributionsAmt |
| Investment Earnings Or Losses | $177,031 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,126 | AdministrativeExpensesAmt |
| End Year Balance | $1,826,154 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODIAL | Desc |
| Amt | $1,193 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,193 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| HOLY ROSARY | ||||||
| 770 ALOHA ST | EDMONDS | WA | 98020 | 501(C) | $6,744 | EDUCATION |
| EDMONDS SCHOOL DISTRICT | ||||||
| 20420 68TH AVE W | LYNNWOOD | WA | 98036 | GOV | $7,885 | EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 9 | RecipientCnt |
| Cash Grant | $50,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FOUNDATION MINUTES AND GRANTS COMMITTEE RECORDS. AUDIT COMMITTEE CONDUCTS AN ANNUAL REVIEW OF ACTIVITIES, INCLUDING COLLECTING METRICS ON THE RESULTS OF THE GRANTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | CONTRIBUTIONS TO ORGANIZATIONS IN THE COMMUNITY |
| FORM 990, PAGE 6, PART VI, LINE 6 | ALL MEMBERS OF THE ROTARY CLUB OF LYNNWOOD ARE ALSO MEMBERS OF THE LYNNWOOD ROTARY COMMUNITY FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CHANGES TO ARTICLES, BYLAWS AND ELECTION OF OFFICERS REQUIRE MEMBER APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 11B | CPA PROVIDES COMPLETE FORM 990 AND SCHEDULES TO THE ORGANIZATIONS TREASURER FOR REVIEW WHO REVIEWS THE RETURN WITH THE ORGANIZATIONS BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUAL REVIEW BY BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | A LINK TO THE ORGANIZATIONS DOCUMENTS IS PROVIDED ON THE ORGANIZATIONS INTERNET WEBSITE, WHICH IS ACCESIBLE BY THE GENERAL PUBLIC. |
| FORM 990, PART XI, LINE 9 | ALLOCATED TO DAF 4,396 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF LYNNWOOD WASHINGTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19721 SCRIBER LAKE ROAD STE C | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916055948 | EIN |
| Primary Activities | SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501C4 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF LYNNWOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Method Of Amount Determination | PROGRAM PURPOSE | MethodOfAmountDeterminationTxt |