TRUMBULL ROTARY FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRUMBULL ROTARY FOUNDATION (EIN 06-1503380)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-16
- IRS object ID
- 202521369349201582
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-16T16:02:37-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061330195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J PRESTON MERRITT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 N STOWE PL | AddressLine1Txt |
| City | TRUMBULL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06611 | 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 | 061503380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUMBULL ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUM | BusinessNameControlTxt |
| Phone | 2033758499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 283 | AddressLine1Txt |
| City | TRUMBULL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Preston Merritt | PersonNm |
| Person Title | Board of director | PersonTitleTxt |
| Phone | 2033758499 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Preston Merritt | PreparerPersonNm |
| PTIN | P00546042 | PTIN |
| Phone | 2033758499 | PhoneNum |
| Preparation | 2025-05-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| 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 | $88,742 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $15,867 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $2,860 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $70,015 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $40,248 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $29,767 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $48,494 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $73,580 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $3,724 | OtherExpensesTotalAmt |
| Total Expenses | $77,304 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$28,810 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $145,365 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,555 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,263 | BOYAmt |
| EOY | $179,483 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,263 | BOYAmt |
| EOY | $179,483 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,898 | BOYAmt |
| EOY | $62,928 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,365 | BOYAmt |
| EOY | $116,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT EDUCATION AND CHARITABLE PURPOSES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. SUPPORTSTHE SCHOOL SYSTEM AND CONTRIBUTES TO LOCAL, NATIONALAND INTERNATIONAL CHARITIES | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $74,300 | GrantsAndAllocationsAmt |
| Program Service Expenses | $74,300 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $74,300 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| NANCY KUHN | ||||
| PRESIDENT | 8.00 | $0 | $0 | $0 |
| KATHLEEN EIGENRAUCH | ||||
| PRESIDENT ELECT/TREASURER | 4.00 | $0 | $0 | $0 |
| STEVEN BOZEK | ||||
| RECORDING SECETARY | 4.00 | $0 | $0 | $0 |
| KAREN DELVECCHIO | ||||
| FOUNDATION CHAIR | 4.00 | $0 | $0 | $0 |
| STEPHEN ARCHER | ||||
| ASSISTANT TREASURER | 4.00 | $0 | $0 | $0 |
| JAMES MALSKI | ||||
| TREASURER | 4.00 | $0 | $0 | $0 |
| RICHARD AHERN | ||||
| EXECUTIVE SECRETARY | 4.00 | $0 | $0 | $0 |
| FREDERICK PETROSSI | ||||
| VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| BRENDA FINIZIO | ||||
| FOUNDATION CHAIR | 4.00 | $0 | $0 | $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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Malski | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 283 | AddressLine1Txt |
| City | TRUMBULL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036101563 | 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $115,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,867 | CurrentTaxYearAmt |
| Total | $148,261 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $115,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,867 | CurrentTaxYearAmt |
| Total | $148,261 | 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 | $148,261 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $30,037 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $30,037 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,737 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,800 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,910 | OtherDirectExpensesEvent1Amt |
| Event2 | WINE TASTING | Event2Nm |
| Gross Receipts Event2 | $15,400 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $15,400 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,200 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $187 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $24,578 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $24,578 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,614 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $70,015 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $70,015 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,737 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,800 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,711 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,448 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $34,567 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | THE FORM IS REVIEWED BY THE TREASURER OF THE FOUNDATION BEFORE FILING. |
| Pt VI, Line 6 | THE ORGANIZATION CONSISTS OF MEMBERS. |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; THE CENTER FOR FAMILY JUSTICE: 753 FAIRFIELD AVENUE, BRIDGEPORT, CT, ; NONE, 13000. |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; CT BURN CARE FOUNDATION: 601 BOSTON POST ROAD #2, MILFORD, CT, ; NONE, 10000. |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; HOMES FOR THE BRAVE: 34 ARCH STREET, BRIDGEPORT, CT, 06604; NONE, 7500. |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; TRUMBULL EARLY CHILDHOOD EDUCATION CENTER: 240 MIDDLEBROOKS AVENUE, TRUMBULL, CT, 06611; NONE, 10000. |
| Form 990EZ, Part I, Line 10 | DONATIONS LESS THAN $5,000; DONATION; : , , , ; NONE, 33080. |
| Form 990EZ, Part I, Line 16 | SERVICE PROJECTS 3281. |
| Form 990EZ, Part I, Line 16 | Depreciation 0. |
| Form 990EZ, Part I, Line 16 | BANK SERVICE CHARGES 368. |
| Form 990EZ, Part I, Line 16 | LICENSES AND REGISTRATIONS 50. |
| Form 990EZ, Part I, Line 16 | POSTAGE AND MAILING SERVICES 25. |
| Form 990EZ, Part II, Line 26 | DUE TO ROTARY CLUB 33867. 33867. |
| Form 990EZ, Part II, Line 26 | PREPAID CORPORATE SPONSORSHIP 3500. 0. |
| Form 990EZ, Part II, Line 26 | RESERVE FOR VETERAN BUILDING 28531. 28531. |
| Form 990EZ, Part II, Line 26 | PREPAID SUNSET RUN 0. 530. |