TRUMBULL ROTARY FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRUMBULL ROTARY FOUNDATION (EIN 06-1503380)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201411359349203691
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T13:06:04-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J PRESTON MERRITT CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 N STOWE PL | AddressLine1 |
| City | TRUMBULL | City |
| State | CT | State |
| ZIP Code | 066115057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061503380 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUMBULL ROTARY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUM | NameControl |
| Phone | 2033758499 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MERRITT | Name |
| Title | ASST. TREASURER | Title |
| Phone | 2033758499 | Phone |
| Date Signed | 2015-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J PRESTON MERRITT | Name |
| Phone | 2033758499 | Phone |
| Date Prepared | 2014-05-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 86520 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 2253 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 0 | ProgramServiceRevenue |
| Membership Dues | 0 | MembershipDues |
| Investment Income | 0 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Gaming Gross Income | 0 | GamingGrossIncome |
| Fundraising Gross Income | 84267 | FundraisingGrossIncome |
| Special Events Direct Expenses | 23020 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 61247 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Total Revenue | 63500 | TotalRevenue |
| Grants And Similar Amounts Paid | 34350 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 1934 | OtherExpensesTotal |
| Total Expenses | 36284 | TotalExpenses |
| Excess Or Deficit For Year | 27216 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 79643 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 106859 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76527 | BOY |
| EOY | 104633 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3116 | BOY |
| EOY | 2226 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79643 | BOY |
| EOY | 106859 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79643 | BOY |
| EOY | 106859 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | TRUMBULL ROTARY FOUNDATION PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. IT SUPPORTS THE TOWN OF TRUMBULL SCHOOL SYSTEM AND CONTRIBUTES TO ROTARY INTERNATIONAL AND OTHER LOCAL CHARITIES. | DescriptionProgramServiceAccom |
| Grants And Allocations | 34350 | GrantsAndAllocations |
| Program Service Expenses | 34350 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 34350 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| JIM MALSKY | ||
| PRESIDENT | 8.00 | 0 |
| J PRESTON MERRITT | ||
| ASST TREASURER | 4.00 | 0 |
| WILLIAM COSTELLO | ||
| CLUB SECRETARY | 4.00 | 0 |
| PEGGY PERILLIE | ||
| RECORDING SECRETARY | 4.00 | 0 |
| HOLLY SUTTON DARR | ||
| PRESIDENT ELECT | 4.00 | 0 |
| STEVE ARCHER | ||
| TREASURER | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | J PRESTON MERRITT | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 2033758499 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1 | CurrentTaxYear |
| Total | 2441 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 2292 | CurrentTaxYearMinus2Years |
| Total | 2292 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 2292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1 | CurrentTaxYear |
| Total | 4733 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4733 | PublicSupportTotal509 |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 41245 | CurrentTaxYearMinus2Years |
| Total | 41245 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45978 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.10290 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.10290 | PriorYearSupportPercentage |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00000 | PriorYrInvestIncomePercentage |
| Private Foundation509 | X | PrivateFoundation509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 37956 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 37956 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 20940 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CARNIVAL | NameOfEvent2 |
| Gross Receipts Event2 | 40721 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 40721 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 555 | FoodAndBeverageEvent2 |
| Gross Receipts Other Events | 5590 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 5590 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 1525 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 84267 | GrossReceiptsTotal |
| Gross Revenue Total Events | 84267 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 555 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 22465 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23020 | DirectExpenseSummaryEvents |
| Net Income Summary | 61247 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990EZ, Part I, Line 10 | SCHOLARSHIP SCHOLARSHIP KAZMIRA THOMAS NONE 1000. SCHOLARSHIP SCHOLARSHIP ERIC WALDO NONE 1000. SCHOLARSHIP SCHOLARSHIP PETER CANTATORE NONE 1500. SCHOLARSHIP SCHOLARSHIP ERIN PUGLIA NONE 1000. SCHOLARSHIP SCHOLARSHIP GABRIELLA REGGIANO NONE 1000. SCHOLARSHIP SCHOLARSHIP NIKHIL MISTRY NONE 1000. SCHOLARSHIP SCHOLARSHIP MARISSA PICCOLO NONE 1000. SCHOLARSHIP SCHOLARSHIP JAKE CYR NONE 2000. SCHOLARSHIP SCHOLARSHIP VISHAKHA NEGI NONE 1000. SCHOLARSHIP SCHOLARSHIP ALEXANDRIA PASSERO NONE 1000. SCHOL |
| Form 990EZ, Part I, Line 16 | BUSINESS REGISTRATION FEES 25. PROPERTY TAXES 11. DEPRECIATION 890. EQUIPMENT RENTAL AND MAINTENANCE 66. BANK CHARGES 177. OFFICE EXPENSE 80. PROMOTIONAL 685. |
| Form 990EZ, Part II, Line 24 | STORAGE TRAILER, NET OF ACCUMULATED DEPRECIATION 3116. 2226. |