ROTARY CLUB OF WELLINGTON FOUNDATION INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF WELLINGTON FOUNDATION INC (EIN 45-4613244)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-15
- IRS object ID
- 202001369349201875
- Schema version
- 2018v3.3
- 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 | 2020-05-15T03:24:09-00:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Berns PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12773 W Forest Hill Blvd Ste 217 | AddressLine1Txt |
| City | Wellington | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454613244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROTARY CLUB OF WELLINGTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 5617929068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1243 | AddressLine1Txt |
| City | LOXAHATCHEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ONEILL | PersonNm |
| Person Title | 05152020 | PersonTitleTxt |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David E Berns | PreparerPersonNm |
| Phone | 5617929068 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.179.5.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 16:29:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E889451FA4BAA7235EBC7C8351EB65C7B58E38D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92DF60FA78FDD09754FC395102316CA549E1C30F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $118,430 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $4,192 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $114,238 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $38,666 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $75,572 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $79,764 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $93,147 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $300 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $1,762 | OtherExpensesTotalAmt |
| Total Expenses | $95,209 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$15,445 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $42,811 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,366 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,248 | BOYAmt |
| EOY | $39,591 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,248 | BOYAmt |
| EOY | $39,591 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437 | BOYAmt |
| EOY | $12,225 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,811 | BOYAmt |
| EOY | $27,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SEE SCHEDULE O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt |
|---|
| CHARITABLE CONTRIBUTIONS - BENEVOLENT GIVING TO VARIOUS CHARITABLE ORGANIZATION WHO ASSIT OTHERS THAT ARE IN NEED IN THE COMMUNITY AND IN THE WORLD |
| INTERACT PROGRAMS - TO AWARD ACADEMIC SCHOLARSHIPS FOR HIGHER EDUCATION AND PROMOTE ROTARY IN HIGH SCHOOLS THRU INTERACT |
| PEACE PARK - TO PROMOTE WORLD PEACE AND MULTICULTURAL UNDERSTANDING THRU CREATION OF A PEACE PARK IN THE COMMUNITY |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| TOM CARRERAS | ||
| PRESIDENT | 006.00 | $0 |
| LARRY KEMP | ||
| VICE PRESIDENT | 002.00 | $0 |
| JAMES O'NEIL | ||
| TREASURER | 003.00 | $0 |
| TIFFANY RODRIGUEZ | ||
| SECRETARY | 001.00 | $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 |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEO FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8461 LAKE WORTH RD SUITE 163 | AddressLine1Txt |
| City | LAKE WORTH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5613891227 | 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 |
| 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 |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,192 | CurrentTaxYearAmt |
| Total | $143,014 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,192 | CurrentTaxYearAmt |
| Total | $143,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $143,014 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,192 | CurrentTaxYearAmt |
| Total | $143,014 | 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 |
| 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 | Kevlar for K9s | Event1Nm |
| Gross Receipts Event1 | $57,773 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $57,773 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $18,700 | CashPrizesEvent1Amt |
| Event2 | Race for RB 1st Responders | Event2Nm |
| Gross Receipts Event2 | $53,120 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $53,120 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,026 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $450 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $14,786 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,345 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $3,345 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $204 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $114,238 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $114,238 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $18,700 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,026 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $450 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,990 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,666 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $75,572 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10, Grants Paid | Activity , Grantee SCHOLARSHIPS, Cash Grant 21,000, Relationship |
| Form 990-EZ, Part I, Line 10, Grants Paid | Activity , Grantee PALM BEACH COUNTY SHERIFF, Cash Grant 30,000, Relationship |
| Form 990-EZ, Part I, Line 10, Grants Paid | Activity , Grantee PALM BEACH COUNTY FIRE RESCUE, Cash Grant 10,000, Relationship |
| Form 990-EZ, Part I, Line 16, Other Expenses | Bank and credit card fees 1,426 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Business Registration fee 246 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Website 90 |
| Form 990-EZ, Part II, Line 26, Liabilities | DUE ROTARY CLUB Beginning of year 437, End of year 0 |
| Form 990-EZ, Part II, Line 26, Liabilities | SCHOLARSHIP PLEDGES Beginning of year 0, End of year 8,300 |
| Form 990-EZ, Part II, Line 26, Liabilities | TAX WITHHOLDING ON RAFFLE WINNINGS Beginning of year 0, End of year 3,925 |
| Form 990-EZ, Part III, Section N/A, Line N/A | PRIMARY EXEMPT PURPOSE - TO ASSIST CHARITABLE AND EDUCATIONAL EFFORTS IN SUPPORT OF WORTHY CAUSES AND TO ADVANCE UNDERSTANDING GOODWILL AND PEACE THROUGHOUT THE COMMUNITY |
| Form 990-EZ, Part III, Section 1, Line 28 | CHARITABLE CONTRIBUTIONS - BENEVOLENT GIVING TO VARIOUS CHARITABLE ORGANIZATION WHO ASSIT OTHERS THAT ARE IN NEED IN THE COMMUNITY AND IN THE WORLD |