ROTARY CLUB OF WELLINGTON FOUNDATION INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF WELLINGTON FOUNDATION INC (EIN 45-4613244)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-02
- IRS object ID
- 202532759349200513
- Schema version
- 2024v5.2
- 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 | 2025-10-02T10:07:25-00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650841313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID BERNS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12773 W FOREST HILL BLVD STE 217 | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454613244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROTARY CLUB OF WELLINGTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1243 | AddressLine1Txt |
| City | LOXAHATCHEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM ONEIL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2025-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David E Berns | PreparerPersonNm |
| PTIN | P00636200 | PTIN |
| Phone | 5617929068 | PhoneNum |
| Preparation | 2025-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $120,481 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $14,041 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $16 | InvestmentIncomeAmt |
| Fundraising Gross Income | $106,424 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $39,917 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $66,507 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $80,564 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $43,989 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,300 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $4,906 | OtherExpensesTotalAmt |
| Total Expenses | $52,195 | TotalExpensesAmt |
| Excess Or Deficit For Year | $28,369 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $54,791 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,160 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,584 | BOYAmt |
| EOY | $97,586 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,625 | BOYAmt |
| EOY | $825 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,209 | BOYAmt |
| EOY | $98,411 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,418 | BOYAmt |
| EOY | $15,251 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,791 | BOYAmt |
| EOY | $83,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SEE SCHEDULE O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| CHARITABLE CONTRIBUTIONS - BENEVOLENT GIVING TO VARIOUS CHARITABLE ORGANIZATION WHO ASSIST OTHERS THAT ARE IN NEED IN THE COMMUNITY AND IN THE WORLD | $22,236 |
| INTERACT PROGRAMS - TO AWARD ACADEMIC SCHOLARSHIPS FOR HIGHER EDUCATION AND PROMOTE ROTARY IN HIGH SCHOOLS THRU INTERACT | $1,378 |
| PEACE PARK - TO PROMOTE WORLD PEACE AND MULTICULTURAL UNDERSTANDING THRU CREATION OF A PEACE PARK IN THE COMMUNITY | $2,475 |
| SCHOLARSHIPS - VARIOUS AMOUNTS AWARDED TO HIGH SCHOOL STUDENTS FOR THEIR COMMUNITY ACHIEVEMENTS TO SUPPORT THEM IN THEIR 4 YEARS OF CONTINUING EDUCATION | $17,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,989 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| WALTER IMPERATORE | ||
| PRESIDENT | 004.00 | $0 |
| DAVID BERNS | ||
| VICE PRESIDENT | 004.00 | $0 |
| JAMES O'NEIL | ||
| TREASURER | 004.00 | $0 |
| DONALD GROSS | ||
| SECRETARY | 004.00 | $0 |
| TOM CARRERAS | ||
| AT LARGE | 004.00 | $0 |
| MAGGIE ZELLER | ||
| COMMUNITY RELATIONS | 004.00 | $0 |
| ANDREW BURR | ||
| AT LARGE | 004.00 | $0 |
| MARC STRICH | ||
| FINANCE | 004.00 | $0 |
| GEORGE KINOSHITA | ||
| SCHOLARSHIP | 004.00 | $0 |
| LARRY KEMP | ||
| AT LARGE | 004.00 | $0 |
| TIFFANY RODRIGUEZ | ||
| AT LARGE | 004.00 | $0 |
| MARIA CRUZ | ||
| PRESIDENT ELECT | 004.00 | $0 |
| RANDY PFEIFFER | ||
| AT LARGE | 004.00 | $0 |
| JESS COBURN | ||
| AT LARGE | 004.00 | $0 |
| SCOTT ARMAND | ||
| PAST PRES | 004.00 | $0 |
| CHRIS WARREN | ||
| AT LARGE | 004.00 | $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 |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID BERNS CPA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12773 W FOREST HILL BLVD STE 217 | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617929068 | 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 |
| 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 | $14,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,041 | CurrentTaxYearAmt |
| Total | $117,806 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,041 | CurrentTaxYearAmt |
| Total | $117,806 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $117,806 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $14,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,041 | CurrentTaxYearAmt |
| Total | $117,806 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| 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 | KIDS CARE RAFFLE | Event1Nm |
| Gross Receipts Event1 | $26,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $26,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $5,000 | CashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $133 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $54,983 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $54,983 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $2,500 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $14,477 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $1,345 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $25,441 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $25,441 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,962 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $106,424 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $106,424 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $7,500 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,477 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,440 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,917 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $66,507 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part III, Line 31 | SCHOLARSHIPS - VARIOUS AMOUNTS AWARDED TO HIGH SCHOOL STUDENTS FOR THEIR COMMUNITY ACHIEVEMENTS TO SUPPORT THEM IN THEIR 4 YEARS OF CONTINUING EDUCATION Grants and allocations 0, Program service expenses 17,900 |
| Form 990-EZ, Part I, Line 10, Grants Paid | Activity BACK TO BASICS, Grantee BACK TO BASICS, Cash Grant 10,000, Relationship |
| Form 990-EZ, Part I, Line 10, Grants Paid | Activity SCHOLARSHIP, Grantee ALINA ESTEVEZ, Cash Grant 6,500, Relationship |
| Form 990-EZ, Part I, Line 10, Grants Paid | Activity SCHOLARSHIP, Grantee EMPERATRIZ FRIAS CARTAYA, Cash Grant 6,500, Relationship |
| Form 990-EZ, Part I, Line 16, Other Expenses | BANK CHARGES AND CREDIT CARD FEES 1,332 |
| Form 990-EZ, Part I, Line 16, Other Expenses | STORAGE 3,020 |
| Form 990-EZ, Part I, Line 16, Other Expenses | WEBSITE 125 |
| Form 990-EZ, Part I, Line 16, Other Expenses | BUSINESS REGISTRATION FEES 199 |
| Form 990-EZ, Part I, Line 16, Other Expenses | SUBSCRIPTIONS 80 |
| Form 990-EZ, Part I, Line 16, Other Expenses | HOLIDAY PARTY DONATION TO CHOIR 150 |
| Form 990-EZ, Part II, Line 24, Other Assets | ACCOUNTS RECEIVABLE Beginning of year 4,125, End of year 825 |
| Form 990-EZ, Part II, Line 24, Other Assets | PREPAID EXPENSE Beginning of year 500, End of year 0 |
| Form 990-EZ, Part II, Line 26, Liabilities | COINS FOR ALZHEIMERS RESEARCH Beginning of year 357, End of year 357 |
| Form 990-EZ, Part II, Line 26, Liabilities | SCHOLARSHIP PLEDGES Beginning of year 10,000, End of year 5,000 |
| Form 990-EZ, Part II, Line 26, Liabilities | WELLINGTON TORNADO RELIEF FUNDS Beginning of year 0, End of year 1,242 |
| Form 990-EZ, Part II, Line 26, Liabilities | ACCOUNTS PAYABLE Beginning of year 17,061, End of year 8,652 |
| Form 990-EZ, Part III, Section N/A, Line N/A | PRIMARY EXEMPT PURPOSE - TO ASSIST CHARITABLE AND EDUCATIONAL EFFORTS IN SUPPORT OF WORTHY CAUSES AND TO ADVANCE UNDERSTANDING GOODWILL AND PEACE THROUGHOUT THE COMMUNITY |
| Form 990-EZ, Part III, Section 1, Line 28 | CHARITABLE CONTRIBUTIONS - BENEVOLENT GIVING TO VARIOUS CHARITABLE ORGANIZATION WHO ASSIST OTHERS THAT ARE IN NEED IN THE COMMUNITY AND IN THE WORLD |
| Form 990-EZ, Part III, Section 1, Line 29 | INTERACT PROGRAMS - TO AWARD ACADEMIC SCHOLARSHIPS FOR HIGHER EDUCATION AND PROMOTE ROTARY IN HIGH SCHOOLS THRU INTERACT CLUBS |
| Form 990-EZ, Part III, Section 1, Line 30 | PEACE PARK - TO PROMOTE WORLD PEACE AND MULTICULTURAL UNDERSTANDING THRU CREATION OF A PEACE PARK IN THE COMMUNITY |