TRUMBULL ROTARY FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRUMBULL ROTARY FOUNDATION (EIN 06-1503380)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201511359349202876
- Schema version
- 2013v4.0
- 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 | 2015-05-15T14:32:42-04:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061330195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J PRESTON MERRITT CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 NORTH STOWE PLACE | AddressLine1 |
| City | Trumbull | City |
| State | CT | State |
| ZIP Code | 066115057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 283 | AddressLine1 |
| City | TRUMBULL | City |
| State | CT | State |
| ZIP Code | 06611 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J PRESTON MERRITT | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J PRESTON MERRITT | PreparerPersonNm |
| PTIN | P00546042 | PTIN |
| Phone | 2033758499 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $90,651 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $3,500 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $18 | InvestmentIncomeAmt |
| Fundraising Gross Income | $87,133 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $30,925 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $56,208 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $59,726 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $36,000 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $509 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $636 | OtherExpensesTotalAmt |
| Total Expenses | $37,145 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,581 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $106,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $129,490 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,683 | BOYAmt |
| EOY | $127,900 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226 | BOYAmt |
| EOY | $1,590 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,909 | BOYAmt |
| EOY | $129,490 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,909 | BOYAmt |
| EOY | $129,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SCHOLARSHIPS TO HIGH SCHOOL STUDENTS | 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 OTHER LOCAL CHARITIES | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $36,000 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| HOLLY SUTTON DARR | ||||
| PRESIDENT | 8.00 | $0 | $0 | $0 |
| KAREN DELVECCHIO | ||||
| PRESIDENT ELECT | 4.00 | $0 | $0 | $0 |
| STEVE ARCHER | ||||
| TREASURER | 4.00 | $0 | $0 | $0 |
| J PRESTON MERRITT | ||||
| ASSISTANT TREASURER | 4.00 | $0 | $0 | $0 |
| WILLIAM COSTELLO | ||||
| CLUB SECRETARY | 4.00 | $0 | $0 | $0 |
| FAITH DOUGLAS | ||||
| RECORDING SECRETARY | 4.00 | $0 | $0 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| 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 CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 NORTH STOWE PLACE | AddressLine1 |
| City | TRUMBULL | City |
| State | CT | State |
| ZIP Code | 06611 | ZIPCode |
| 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 |
| 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 Minus3 Years | $2,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,500 | CurrentTaxYearAmt |
| Total | $10,485 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,500 | CurrentTaxYearAmt |
| Total | $10,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,485 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $18 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $18 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,518 | CurrentTaxYearAmt |
| Total | $10,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99830 | PublicSupportCY509Pct |
| Investment Income CY | 0.00170 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAM | NameOfEvent1Amt |
| Gross Receipts Event1 | $36,342 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $36,342 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,299 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | CARNIVAL | NameOfEvent2Amt |
| Gross Receipts Event2 | $44,945 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $44,945 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,499 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,432 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $81,287 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $81,287 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,499 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,731 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,230 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $52,057 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | ACTIVITY CHARITABLE GRANTEE HABITAT FOR HUMANITY STREET 1542 BARNUM AVENUE CITY, STATE, ZIP BRIDGEPORT, CT 06610RELATIONSHIP NONE AMOUNT 15,000ACTIVITY CHARITABLE GRANTEE BRIDGEPORT RESCUE MISSION STREET 1088 FAIRFIELD AVENUE CITY, STATE, ZIP BRIDGEPORT, CT 06605RELATIONSHIP NONE AMOUNT 5,000ACTIVITY SCHOLARSHIP GRANTEE BROOKE GOULDEN STREET 18 GARNET ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 1,000ACTIVITY SCHOLARSHIP GRANTEE HAILEY PEKERA STREET 701 FAIRCHILD ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE RACHEL CARRON STREET 83 LEWIS STREET CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE REBECCA DEVOS STREET 83 LAWRENCE ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 3,000ACTIVITY SCHOLARSHIP GRANTEE JEFFREY DONOFIO STREET 4 NICHOLS ROAD CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE KATHERINE FOLEY STREET 31 BARNSWALLOW DRIVE CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE ALEXA TAYLOR RUFF STREET 52 RANDALL DRIVE CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 1,000ACTIVITY SCHOLARSHIP GRANTEE MELANIE GORTON STREET 651 GARDEN STREET CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 2,000ACTIVITY SCHOLARSHIP GRANTEE JACKELINE GUILLEN STREET 27 WILSON AVENUE CITY, STATE, ZIP TRUMBULL, CT 06611RELATIONSHIP NONE AMOUNT 1,000 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTDEPRECIATION FROM 4562 636 |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARFIXED ASSETS, NET OF DEPR 2,226 1,590STORAGE TRAILER NET OF DEPRECIATION |