STRATEGY STUDIO / PUBLIC DATA EXPLORER

FRAMINGHAM ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FRAMINGHAM ROTARY CHARITABLE FOUNDATION INC (EIN 55-0800360)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-12
IRS object ID
202533169349203853
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-11-12T14:51:06-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464122151PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHOFER DILLBERG & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 N MAIN STREET THIRD FLOORAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550800360EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRAMINGHAM ROTARY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFRAMBusinessNameControlTxt
Phone5083612367PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2173AddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES H PATTERSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5083612367PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD TULLPreparerPersonNm
PTINP01345032PTIN
Phone5085458405PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$72,263GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$5,670ContributionsGiftsGrantsEtcAmt
Membership Dues$18,272MembershipDuesAmt
Investment Income$64InvestmentIncomeAmt
Fundraising Gross Income$48,257FundraisingGrossIncomeAmt
Special Events Direct Expenses$10,372SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$37,885SpecialEventsNetIncomeLossAmt
Total Revenue$61,891TotalRevenueAmt
Grants And Similar Amounts Paid$23,500GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,900FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$25,820OtherExpensesTotalAmt
Total Expenses$51,220TotalExpensesAmt
Excess Or Deficit For Year$10,671ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$46,149NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$56,820NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$46,149BOYAmt
EOY$56,820EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,149BOYAmt
EOY$56,820EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$46,149BOYAmt
EOY$56,820EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE SUPPORT INCLUDING FINANCIAL SUPPORT FOR LOCAL COMMUNITY, EDUCATIONAL AND INTERNATIONAL QUALIFIED SERVICE PROJECTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
FINANCIAL SUPPORT OF SECTION 501C(3)ORGANIZATIONS WITHIN OUR SERVICE AREA IN SUPPORT OF THEIR TAX EXEMPT PURPOSES$23,500$23,500
FINANCIAL SUPPORT OF ROTARY YOUTH SERVICES PROJECT$0$766
FieldValueIRS element (for citing)
Total Program Service Expenses$24,266TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JACK COLAMARIA
PAST PRESIDENT0.00$0$0$0
KEN ERDELT
DIRECTOR0.00$0$0$0
PHILLIP OTTAVIANI
DIRECTOR0.00$0$0$0
VANCE WILLIMS
DIRECTOR0.00$0$0$0
JANICE FERRAZZOLI
DIRECTOR0.00$0$0$0
MARCIA SHARPE
DIRECTOR0.00$0$0$0
SUSAN RAYNOR
DIRECTOR0.00$0$0$0
PHILLIP REIMANN
DIRECTOR0.00$0$0$0
JAMES PATTERSON
TREASURER0.00$0$0$0
TERRY BANERJEE
SECRETARY0.00$0$0$0
PATTI MCCARTHY
PRESIDENT0.00$0$0$0
SEAN KENNEDY
PRESIDENT - ELECT0.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES PATTERSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2173AddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01703ZIPCd
FieldValueIRS element (for citing)
Phone5083612367PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,072CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,939CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,705CurrentTaxYearMinus1YearAmt
Current Tax Year$18,272CurrentTaxYearAmt
Total$94,495TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,072CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,939CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,705CurrentTaxYearMinus1YearAmt
Current Tax Year$18,272CurrentTaxYearAmt
Total$94,495TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$94,495PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51CurrentTaxYearMinus1YearAmt
Current Tax Year$64CurrentTaxYearAmt
Total$154TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51CurrentTaxYearMinus1YearAmt
Current Tax Year$64CurrentTaxYearAmt
Total$154TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,073CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,941CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,543CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,756CurrentTaxYearMinus1YearAmt
Current Tax Year$18,336CurrentTaxYearAmt
Total$94,649TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99840PublicSupportCY509Pct
Public Support PY5090.99910PublicSupportPY509Pct
Investment Income CY0.00160InvestmentIncomeCYPct
Investment Income PY0.00090InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL FALL CRAFT FAIRSEvent1Nm
Gross Receipts Event1$37,079GrossReceiptsEvent1Amt
Gross Revenue Event1$37,079GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,841RentFacilityCostsEvent1Amt
Event2PANCAKE BREAKFASTEvent2Nm
Gross Receipts Event2$8,498GrossReceiptsEvent2Amt
Gross Revenue Event2$8,498GrossRevenueEvent2Amt
Food And Beverage Event2$1,262FoodAndBeverageEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$2,680GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$2,680GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$3,269OthDirectExpnssOtherEventsAmt
Gross Receipts Total$48,257GrossReceiptsTotalAmt
Gross Revenue Total Events$48,257GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,841RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,262FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$3,269OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,372DirectExpenseSummaryEventsAmt
Net Income Summary$37,885NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (24 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST ON SAVINGS ACCOUNT. AMOUNT: 64.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: DANIEL'S TABLE. DATE OF GIFT: 06/02/25. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: ASHLAND EMERGENCY FUND. DATE OF GIFT: 11/29/24. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: PROJECT JUST BECAUSE. DATE OF GIFT: 11/29/24. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: THE HOLLISTON PANTRY SHELF. DATE OF GIFT: 11/29/24. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: A PLACE TO TURN. DATE OF GIFT: 11/29/24. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: ST. BRIDGET FOOD PANTRY. DATE OF GIFT: 11/29/24. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: EDWARDS CHURCH FRAMINGHAM. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: JEWISH FAMILY SERVICES. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: CURTIS FAMILY THANKSGIVING. DATE OF GIFT: 11/17/24. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: MAYFLOWER COUNCIL - BSA. DATE OF GIFT: 06/12/24. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: BOYS AND GIRLS CLUBS OF METROWEST INC. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: METROWEST HUMANE SOCIETY. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: MASS AUDABON SOCIETY. DATE OF GIFT: 05/08/25. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: PILGRIM DAY CAMP AND FAMILY CENTER. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: FAMILY PROMISE OF METROWEST. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: HORSE SENSIBILITY. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: JEFF'S PLACE. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: FRAMINGHAM UNITED SOCCER BOOSTER CLUB. DATE OF GIFT: 06/15/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: GREATER FRAMINGHAM COMMUNITY CHURCH. DATE OF GIFT: 06/16/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: CITY OF FRAMINGHAM. DATE OF GIFT: 06/16/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: ANCHORED IN RECOVERY. DATE OF GIFT: 06/16/25. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY CLUB OF ST. CATHARINE. DATE OF GIFT: 06/27/25. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 23,500.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: DISTRICT AND RI DUES. AMOUNT: 5,549. DESCRIPTION: INSTALLATION LUNCHEON. AMOUNT: 2,620. DESCRIPTION: INSURANCE. AMOUNT: 160. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 980. DESCRIPTION: OTHER BUSINESS EXPENSE. AMOUNT: 1,099. DESCRIPTION: MEALS EXPENSE. AMOUNT: 6,810. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 2,567. DESCRIPTION: YOUTH SERVICE. AMOUNT: 3,516. DESCRIPTION: RAK FUND. AMOUNT: 166. DESCRIPTION: ROTARY ITEM PURCHASE. AMOUNT: 469. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,087. DESCRIPTION: SCHOLARSHIP LUNCHEON. AMOUNT: 762. DESCRIPTION: BANK SERIVE CHARGES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 25,820.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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