RICHARDSON EAST ROTARY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RICHARDSON EAST ROTARY FOUNDATION (EIN 46-0502289)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-14
- IRS object ID
- 202031359349300848
- Schema version
- 2018v3.1
- 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 | 2020-05-14T07:55:04-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460502289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARDSON EAST ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 9726440244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 831765 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750831765 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Hummel | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9726440244 | PhoneNum |
| Signature | 2019-10-24 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.194.58.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-14 | IPDt |
| IP Tm | 07:54:53 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 411F0C732C9ABFFAB5E71433C2B3BFE0943B707F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 411F0C732C9ABFFAB5E71433C2B3BFE0943B707F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Frazee | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 831765 | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75083 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $335,674 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Providing scholarships to local high school students who are planning to pursue a college degree; partner with the city of Richardson, TX to provide funding for an inclusive playground. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $69,302 | PYContributionsGrantsAmt |
| CY Contributions Grants | $277,100 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $234 | PYInvestmentIncomeAmt |
| CY Investment Income | $192 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,857 | PYOtherRevenueAmt |
| CY Other Revenue | $33,266 | CYOtherRevenueAmt |
| PY Total Revenue | $111,393 | PYTotalRevenueAmt |
| CY Total Revenue | $310,558 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,466 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $405,956 | 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 |
| CY Other Expenses | $0 | CYOtherExpensesAmt |
| PY Total Expenses | $28,466 | PYTotalExpensesAmt |
| CY Total Expenses | $405,956 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $82,927 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$95,398 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $216,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,194 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $185,197 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,415 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,217 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,779 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Providing scholarships to local high school students who are planning to pursue a college degree; partner with the city of Richardson, TX to provide funding for an inclusive playground. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $394,564 | ExpenseAmt |
| Grant | $394,564 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Community Service was provided to the Richardson TX community by providing continuing financial support to the City of Richardson (COR) to build a new all-inclusive playground for its residents and to members of the larger community. In previous fiscal years, the Foundation and its sponsor organization, the Richardson East Rotary Club (RERC), agreed to raise $250,000 toward the construction and equipping of the park. During the current fiscal year, the Foundation raised $367,013 for the project. In addition, the Foundation provided $14,750 of scholarship payments to current and prior year recipients and approximately $9,403 of funding for other COR public events including $1,503 provided to fund the cost of a community picnic at a COR public park and $7,500 to provide garden landscaping at the park adjacent to the inclusive playground. Other expenses benefitting the community included $2,398 to support the Richardson Chamber of Commerce and $1,000 to support the City of Dallas Veterans Day parade. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,917 | ExpenseAmt |
| Grant | $8,917 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Foundation partnered with the Rotary Foundation (RF), an affiliated 501(c)(3) organization located in Chicago, IL by providing $7,917 in support of its philanthropic programs. The RF operates world-wide and supports a number of humanitarian projects such as literacy, polio eradication, world peace and water and sanitation projects in developing countries. In keeping with support of humanitarian projects, the Richardson East Rotary Foundation gave $1,000 toward dental service projects in underprivileged areas. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,475 | ExpenseAmt |
| Grant | $2,475 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Foundation provided $1,350 in scholarships to high school seniors to attend a youth leadership camp sponsored by an affiliated organization, Rotary Youth Leadership Award. The goal of the week long camp is to help high school students who have completed their junior year to become leaders among their peers by teaching team building, communication and problem solving skills - all while engaged in dynamic camp activities. The Foundation also provided $1,125 to show appreciation for local teachers and students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $405,956 | 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 | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| 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 |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tom Hummel | PersonNm |
| Phone | 2142139471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 831765 | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75083 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Kenn Smith | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tommie Wright | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Darryl Fourte | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Frazee | ||||||
| President | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Tom Hummel | ||||||
| Treasurer | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Laurie Garvie | ||||||
| Secretary | 1.00 | $0 | $0 | $0 | Yes (X) | |
| 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 |
| Fundraising | $261,808 | FundraisingAmt |
| Related Organizations | $14,769 | RelatedOrganizationsAmt |
| All Other Contributions | $523 | AllOtherContributionsAmt |
| Total Contributions | $277,100 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,382 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $261,808 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,116 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,266 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,266 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,458 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,731 | TotalAmt |
| Program Services | $388,731 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,225 | TotalAmt |
| Program Services | $17,225 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,956 | TotalAmt |
| Program Services | $405,956 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,664 | BOYAmt |
| EOY | $65,094 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,750 | BOYAmt |
| EOY | $62,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,414 | BOYAmt |
| EOY | $127,194 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,121 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,326 | BOYAmt |
| EOY | $21,415 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,750 | BOYAmt |
| EOY | $62,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,197 | BOYAmt |
| EOY | $87,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,217 | BOYAmt |
| EOY | $39,779 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,217 | BOYAmt |
| EOY | $39,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,414 | BOYAmt |
| EOY | $127,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$95,398 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $103,960 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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) |
|---|---|---|
| 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 | $12,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $277,100 | CurrentTaxYearAmt |
| Total | $407,677 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,382 | CurrentTaxYearAmt |
| Total | $364,725 | 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 | $81,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $335,482 | CurrentTaxYearAmt |
| Total | $772,402 | 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 | $772,402 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192 | CurrentTaxYearAmt |
| Total | $997 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192 | CurrentTaxYearAmt |
| Total | $997 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99810 | PublicSupportPY509Pct |
| Investment Income CY | 0.00130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00190 | InvestmentIncomePYPct |
| 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Beginning Balance | $52,750 | BeginningBalanceAmt |
| Additions During Year | $24,000 | AdditionsDuringYearAmt |
| Distributions During Year | $14,750 | DistributionsDuringYearAmt |
| Ending Balance | $62,000 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED SCHOLARSHIP FUNDS | Desc |
| Book Value | $62,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $62,000 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt IV, Line 2b | FormAndLineReferenceDesc |
| Explanation | This liability represents the Foundation's obligation for payments due in future years to current scholarship recipients. When a scholarship is granted, the entire liability is recorded at date of grant and is payable each semester over the term of the scholarship providing the recipient meets minimum requirements as defined in the scholarship agreement. At the date of the scholarship grant, the funds needed to pay this liability are set aside in a separate bank account specifically designated for this purpose. See Other Assets. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Games & Gala | Event1Nm |
| Gross Receipts Event1 | $66,037 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,655 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,382 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,490 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,643 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,456 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,900 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,077 | OtherDirectExpensesEvent1Amt |
| Event2 | Inclusive Playground | Event2Nm |
| Gross Receipts Event2 | $254,153 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $254,153 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $550 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $320,190 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $261,808 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,382 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,490 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,643 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,456 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,627 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,116 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $33,266 | NetIncomeSummaryAmt |
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 | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| The Rotary Foundation | |||||||
| 1560 Sherman Avenue | Evanston | IL | 60201 | 363245072 | 501(c)(3) | $7,917 | Support |
| City of Richardson TX | |||||||
| 411 W Arapaho | Richardson | TX | 75080 | 756600648 | 170(b)(1)(A)(v) | $376,416 | Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships for college students | GrantTypeTxt |
| Recipient | 13 | RecipientCnt |
| Cash Grant | $14,750 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | The purpose of any grants to made to related and unrelated organizations is reviewed and discussed by the Foundation's board of directors during its budgeting process prior to their authorization and payment. Each supported organization is a qualified 501(c)(3) organization or government organization and is similarly monitored and managed by its it own board of directors and files its own federal return, as required. |
| Pt III, col (b) | The purpose of this activity was to supply scholarships to college students. The number of recipients was not estimated, it was specifically allocated to 13 individuals. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 8b | Minutes are prepared documenting actions and decisions of the board. Responsibility for carrying out board decisions is sometimes delegated to committees or officers who act within the guidelines established by the board. |
| Pt VI, Line 11b | Prior to filing, the return is made available to members of the Foundation's board for review and comment. |
| Pt VI, Line 19 | Governing documents are available on the Foundation's website. Other documents are available by request. |
| Pt XI | Other changes in net assets or fund balances. The Foundation's financials are maintained on a modified accrual basis while its tax return is reported on the cash basis. As a result, each year's net assets/fund balances as determined for financial statement purposes must be adjusted to arrive at income determined on the cash basis of accounting for tax reporting purposes. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary International Richardson East | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 831765 | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75083 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752152402 | EIN |
| Primary Activities | Rotary Club | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary International | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | Yes (true) | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Rotary Club of Richardson East | ||
| c | $5,876 | Gift |
| Rotary Club of Richardson East | ||
| m | $5,917 | Receipts from fund raising |