TRUMBULL ROTARY FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TRUMBULL ROTARY FOUNDATION (EIN 06-1503380)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-03
- IRS object ID
- 201523379349200502
- Schema version
- 2014v5.0
- 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 | 2015-12-03T10:54:06-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 NORTH STOWE PLACE | AddressLine1Txt |
| City | Trumbull | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 066115057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 |
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 CPA | PersonNm |
| Person Title | ASSISTANT TREAS | PersonTitleTxt |
| Signature | 2015-12-02 | 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 | 2015-12-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $105,948 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,600 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $250 | InvestmentIncomeAmt |
| Fundraising Gross Income | $99,098 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $33,922 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $65,176 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $72,026 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $63,668 | GrantsAndSimilarAmountsPaidAmt |
| Occupancy Rent Utlts And Maint | $56 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $178 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $454 | OtherExpensesTotalAmt |
| Total Expenses | $64,356 | TotalExpensesAmt |
| Excess Or Deficit For Year | $7,670 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $129,490 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $137,160 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,900 | BOYAmt |
| EOY | $136,024 | 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 | $1,590 | BOYAmt |
| EOY | $1,136 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,490 | BOYAmt |
| EOY | $137,160 | 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 | $129,490 | BOYAmt |
| EOY | $137,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT EDUCATION & 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 OTHER LOCAL NATIONAL AND INTERNATIONAL CHARITIES | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $63,668 | GrantsAndAllocationsAmt |
| Foreign Grants | Yes (X) | ForeignGrantsInd |
| 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 |
|---|---|---|---|---|
| KAREN DELVECCHIO | ||||
| PRESIDENT | 8.00 | $0 | $0 | $0 |
| DEBRA COX | ||||
| 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 |
| 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 |
| School Operating | false | SchoolOperatingInd |
| 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 | $2,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,600 | CurrentTaxYearAmt |
| Total | $17,085 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,600 | CurrentTaxYearAmt |
| Total | $17,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $17,085 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $18 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250 | CurrentTaxYearAmt |
| Total | $268 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $18 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250 | CurrentTaxYearAmt |
| Total | $268 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,850 | CurrentTaxYearAmt |
| Total | $17,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98460 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | 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 TOURNAM | Event1Nm |
| Gross Receipts Event1 | $38,320 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $38,320 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $18,527 | OtherDirectExpensesEvent1Amt |
| Event2 | CARNIVAL | Event2Nm |
| Gross Receipts Event2 | $45,720 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $45,720 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,972 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,928 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $84,040 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $84,040 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,972 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,455 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,427 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $59,613 | 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 VETERAN HISTORY PROJECT GRANTEE CENTRAL CONNECTICUT STATE UNIVERSITSTREET 185 MAIN STREET CITY, STATE, ZIP NEW BRITAIN, CT 06051RELATIONSHIP NONE AMOUNT 5,000ACTIVITY CHARTIABLE ORGANIZATIONS AND SCHOLARSHIPS GRANTEE VARIOUS RELATIONSHIP NONE AMOUNT 58,668 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTDEPRECIATION FROM 4562 454 |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARFIXED ASSETS, NET OF DEPR 1,590 1,136STORAGE TRAILER NET OF DEPRECIATION |