FRAMINGHAM ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2022
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- Organization
- FRAMINGHAM ROTARY CHARITABLE FOUNDATION INC (EIN 55-0800360)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-15
- IRS object ID
- 202323199349203862
- Schema version
- 2022v5.0
- 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 | 2023-11-15T10:04:41-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464122151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOFER DILLBERG & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N MAIN STREET THIRD FLOOR | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550800360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAMINGHAM ROTARY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAM | BusinessNameControlTxt |
| Phone | 5083612367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2173 | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H PATTERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5083612367 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | PATTERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD TULL | PreparerPersonNm |
| PTIN | P01345032 | PTIN |
| Phone | 5085458405 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $70,889 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $19,507 | MembershipDuesAmt |
| Investment Income | $36 | InvestmentIncomeAmt |
| Fundraising Gross Income | $49,862 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,010 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $46,852 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $1,484 | OtherRevenueTotalAmt |
| Total Revenue | $67,879 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $8,750 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $50,740 | OtherExpensesTotalAmt |
| Total Expenses | $59,490 | TotalExpensesAmt |
| Excess Or Deficit For Year | $8,389 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $44,701 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $53,090 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,701 | BOYAmt |
| EOY | $53,090 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,701 | BOYAmt |
| EOY | $53,090 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,701 | BOYAmt |
| EOY | $53,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SUPPORT INCLUDING FINANCIAL SUPPORT FOR LOCAL COMMUNITY, EDUCATIONAL AND INTERNATIONAL QUALIFIED SERVICE PROJECTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| FINANCIAL SUPPORT OF SECTION 501C(3)ORGANIZATIONS WITHIN OUR SERVICE AREA IN SUPPORT OF THEIR TAX EXEMPT PURPOSES | $8,750 | $8,750 |
| FINANCIAL SUPPORT OF ROTARY INTERNATIONAL SUPPORT ENDORSED PROJECTS | $0 | $200 |
| FINANCIAL SUPPORT OF COMMUNITY DONATIONS TO INDIVIDUALS NEEDING SPECIAL ASSISTANCE AS IDENTIFIED BY CHAPTER MEMBERS. RAK COMMITTEE | $0 | $31,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,395 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ANDREW TOOROCK | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDY KARPOUZIS | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEN ERDELT | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| PHILLIP OTTAVIANI | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| VANCE WILLIMS | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| PHILLIP REIMANN | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| JACK COLAMARIA | ||||
| PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES PATTERSON | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| TERRY BANERJEE | ||||
| SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES PATTERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2173 | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5083612367 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $64,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,507 | CurrentTaxYearAmt |
| Total | $153,086 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,507 | CurrentTaxYearAmt |
| Total | $153,086 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $153,086 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $43 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $43 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,543 | CurrentTaxYearAmt |
| Total | $153,129 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99970 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00030 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMER CARNIVAL | Event1Nm |
| Gross Receipts Event1 | $25,208 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $25,208 | GrossRevenueEvent1Amt |
| Event2 | PANCAKE BREAKFAST | Event2Nm |
| Gross Receipts Event2 | $8,663 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $8,663 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,386 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,991 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $15,991 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,624 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $49,862 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $49,862 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,010 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,010 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $46,852 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST ON SAVINGS ACCOUNT. AMOUNT: 36. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,484. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: CHARITABLE DONATIONS. AMOUNT GIVEN: 8,750. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DISTRICT AND RI DUES. AMOUNT: 5,884. DESCRIPTION: INSTALLATION LUNCHEON. AMOUNT: 3,293. DESCRIPTION: INSURANCE. AMOUNT: 160. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,483. DESCRIPTION: OTHER BUSINESS EXPENSES. AMOUNT: 2,024. DESCRIPTION: MEALS EXPENSE. AMOUNT: 4,186. DESCRIPTION: ROTARY ITEMS PURCHASE. AMOUNT: 980. DESCRIPTION: RLI EXPENSE. AMOUNT: 85. DESCRIPTION: SUPPORT OF COMMUNITY EFFORTS. AMOUNT: 1,300. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 1,500. DESCRIPTION: INTERNATIONAL SERVICE PROJECTS. AMOUNT: 200. DESCRIPTION: YOUTH SERVICE PROJECTS. AMOUNT: 20,083. DESCRIPTION: RAK FUND CONTRIBUTIONS. AMOUNT: 8,562. TOTAL TO FORM 990-EZ, LINE 16: 50,740. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |