TRUMBULL ROTARY FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TRUMBULL ROTARY FOUNDATION (EIN 06-1503380)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-15
- IRS object ID
- 201740469349201864
- 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 | 2017-02-15T19:34:35-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 066115057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | J PRESTON MERRITT | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2033758499 | PhoneNum |
| Signature | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J PRESTON MERRITT | PreparerPersonNm |
| Phone | 2033758499 | PhoneNum |
| Preparation | 2017-02-15 | PreparationDt |
| 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 |
| 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 | $120,024 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,050 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $232 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $113,742 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $42,438 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $71,304 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $77,586 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $93,729 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $582 | OtherExpensesTotalAmt |
| Total Expenses | $94,311 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$16,725 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $137,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,435 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,024 | BOYAmt |
| EOY | $115,694 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136 | BOYAmt |
| EOY | $4,741 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,160 | BOYAmt |
| EOY | $120,435 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,160 | BOYAmt |
| EOY | $120,435 | 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. SUPPORTS THE SCHOOL SYSTEM AND CONTRIBUTES TO LOCAL, NATIONAL AND INTERNATIONAL CHARITIES | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $93,729 | GrantsAndAllocationsAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DEBRA COX | ||
| PRESIDENT | 8.00 | $0 |
| EDWARD GILLESPIE | ||
| PRESIDENT ELECT | 4.00 | $0 |
| VINCENZO FINI | ||
| TREASURER | 4.00 | $0 |
| J PRESTON MERRITT | ||
| ASSISTANT TREASURER | 4.00 | $0 |
| WILLIAM COSTELLO | ||
| CLUB SECRETARY | 4.00 | $0 |
| FAITH DOUGLASS | ||
| RECORDING SECRETARY | 4.00 | $0 |
| STEPHEN ARCHER | ||
| VICE PRESIDENT | 4.00 | $0 |
| RICHARD AHERN | ||
| SERGEANT AT ARMS | 4.00 | $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 |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| 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 | J PRESTON MERRITT | 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 | 2033758499 | 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,050 | CurrentTaxYearAmt |
| Total | $20,843 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,050 | CurrentTaxYearAmt |
| Total | $20,843 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,843 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $18 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232 | CurrentTaxYearAmt |
| Total | $500 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $18 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232 | CurrentTaxYearAmt |
| Total | $500 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,343 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97660 | PublicSupportCY509Pct |
| Investment Income CY | 0.02340 | InvestmentIncomeCYPct |
| 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 | $35,521 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $35,521 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,997 | OtherDirectExpensesEvent1Amt |
| Event2 | CARNIVAL | Event2Nm |
| Gross Receipts Event2 | $61,497 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $61,497 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $4,061 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,203 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $13,509 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $13,509 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,852 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $110,527 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $110,527 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,061 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,052 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $40,113 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $70,414 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | HABITAT FOR HUMANITY; CHARITABLE; HABITAT FOR HUMANITY OF COASTAL FFLD COUNTY: 1542 BARNUM AVENUE, B |
| Form 990EZ, Part I, Line 10 | CHARITABLE ORGANIZATIONS; CHARITABLE; VARIOUS: VARIOUS, TRUMBULL, CT, 06611; NONE, 61729. |
| Form 990EZ, Part I, Line 10 | SCHOLARSHIPS; CHARITABLE; VARIOUS: VARIOUS, TRUMBULL, CT, 06611; NONE, 17000. |
| Form 990EZ, Part I, Line 16 | Depreciation 325. |
| Form 990EZ, Part I, Line 16 | BANK CHARGES 13. |
| Form 990EZ, Part I, Line 16 | BUSINESS REGISTRATION FEES 50. |
| Form 990EZ, Part I, Line 16 | CONFERENCES CONVENTIONS MEETINGS 89. |
| Form 990EZ, Part I, Line 16 | OFFICE EXPENSE 105. |
| Form 990EZ, Part II, Line 24 | DUE FROM ROTARY CLUB OF TRUMBULL 0. 3930. |
| Form 990EZ, Part II, Line 24 | STORAGE TRAILER, NET OF ACCUMULATED DEPRECIATION 1136. 811. |