RICHARDSON EAST ROTARY FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RICHARDSON EAST ROTARY FOUNDATION (EIN 46-0502289)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-25
- IRS object ID
- 201730259349200113
- Schema version
- 2015v3.0
- 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 | 2017-01-25T12:13:23-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | 2146927181 | 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenn Smith | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-01-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $86,316 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $20,777 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $188 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $65,351 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,864 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $46,487 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $67,452 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $56,334 | GrantsAndSimilarAmountsPaidAmt |
| Total Expenses | $56,334 | TotalExpensesAmt |
| Excess Or Deficit For Year | $11,118 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $30,473 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$10,114 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $31,477 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,341 | BOYAmt |
| EOY | $118,458 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $11,134 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,841 | BOYAmt |
| EOY | $129,592 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,368 | BOYAmt |
| EOY | $98,115 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,473 | BOYAmt |
| EOY | $31,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The Richardson East Rotary Foundation was organized to facilitate its sponsor club, the Richardson East Rotary Club, to develop the mission of Rotary which is to encourage and foster its individual members in: 1) The development of acquaintance as an opportunity of service; 2) High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; 3) The application of the ideal of service in each Rotarian's personal, business, and community life; 4) The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Community Service was extended by providing financial support to: the city of Richardson, TX, for its parks and recreational facilities, for its civic programs and by participation in its community leadership programs; graduates of Richardson, TX high schools by payment of scholarhips to attend accredited colleges and universities; Richardson Independent School District; Richardson organizations providing literacy programs; a Richardson organization providing youth and family counseling services; a Richardson dental clinic that provides free dental services to students attending schools within the Richardson Independent School District system and the Richardson YMCA | $34,221 |
| International service was extended by providing financial support to: the Rotary Foundation, an affiliated organization whose programs and objectives are consistent with this organization; the Wheel Chair Foundation which provides free wheelchairs to non-ambulatory people world-wide; to the Kellerman Foundation and the Kilgoris Foundation who provide humanitarian support to the peoples of Kenya and Uganda | $18,250 |
| Vocational service was extended by recognition of exemplary performance in their profession by public school teachers | $528 |
| Youth service was extended by providing financial support for: scholarships to high school students to attend a leadership camp; supporting a speech contest for high school students based upon the Rotary 4-Way Test; providing financial support for a high school Interact Club | $3,335 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Mary Bedosky | ||
| Secretary | 1.00 | $0 |
| Kenn Smith | ||
| President | 1.00 | $0 |
| Ken Schwartz | ||
| Treasurer | 6.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ken Schwartz | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2437 Fulton Drive | AddressLine1Txt |
| City | Garland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143927182 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,777 | CurrentTaxYearAmt |
| Total | $80,784 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,351 | CurrentTaxYearAmt |
| Total | $318,420 | 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 |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,128 | CurrentTaxYearAmt |
| Total | $399,204 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $399,204 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188 | CurrentTaxYearAmt |
| Total | $888 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188 | CurrentTaxYearAmt |
| Total | $888 | 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 | $75,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,316 | CurrentTaxYearAmt |
| Total | $400,092 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99780 | PublicSupportCY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00270 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Casino Night Fundraiser | Event1Nm |
| Gross Receipts Event1 | $65,351 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $65,351 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,020 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,337 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,220 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,887 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $65,351 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $65,351 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,020 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,337 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,220 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,887 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,864 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $46,487 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: International Service | Donee's Name: Rotary Foundation | Donee's Address: P.O. Box 75133 Chicago IL 60675 | Relationship of Donee: Affiliated Organization | Cash Amount Given: $8525 |
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: Community Service | Donee's Name: Community Service Organizations | Donee's Address: Various Richardson TX 75080 | Relationship of Donee: None | Cash Amount Given: $16721 |
| Grants and Similar Amounts Paid In Excess of $5,000.3 | Class of Activity: International Service | Donee's Name: Wheel Chair Foundation | Donee's Address: 3820 Blackhawk Road Danville CA 94506 | Relationship of Donee: None | Cash Amount Given: $7525 |
| Grants and Similar Amounts Paid In Excess of $5,000.6 | Class of Activity: Community Service | Donee's Name: Richardson ISD Scholarship Recipients | Donee's Address: Various Richardson TX 75080 | Cash Amount Given: $15500 |
| Other Assets.1005 | Accounts Receivable - Beginning $0 Accounts Receivable - Ending $10000 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $1500 Prepaid Expenses and Deferred Charges - Ending $1134 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $5103 Accounts Payable and Accrued Expenses - Ending $3050 |
| Total Liabilities.1002 | Grants Payable - Beginning $18015 Grants Payable - Ending $23315 |
| Total Liabilities.1003 | Deferred Revenue - Beginning $0 Deferred Revenue - Ending $10000 |
| Total Liabilities.1 | Scholarships - Beginning $55250 Scholarships - Ending $61750 |