BURLINGTON ROTARY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BURLINGTON ROTARY FOUNDATION (EIN 20-0475187)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202631359349313118
- Schema version
- 2024v5.5
- 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 | 2026-05-15T15:58:50-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200475187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURLINGTON ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURL | BusinessNameControlTxt |
| Phone | 3603199524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J TOOMEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3607700643 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM J TOOMEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3581 N WOODLAND DRIVE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $225,864 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROTARYBURLINGTON.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT CHARITABLE ENTITIES, ORGANIZATIONS AND ACTIVITIES BOTH IN SKAGIT COUNTY AND INTERNATIONALLY THAT BENEFIT AND IMPROVE THE WELFARE OF INDIVIDUALS FOCUSING ON THE AREAS OF SERVICE AS DESIGNATED BY ROTARY INTERNATIONAL | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $146,749 | PYContributionsGrantsAmt |
| CY Contributions Grants | $105,375 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,365 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,548 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,511 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,074 | PYOtherRevenueAmt |
| CY Other Revenue | $6,767 | CYOtherRevenueAmt |
| PY Total Revenue | $144,588 | PYTotalRevenueAmt |
| CY Total Revenue | $136,431 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $65,414 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $119,424 | PYOtherExpensesAmt |
| CY Other Expenses | $40,035 | CYOtherExpensesAmt |
| PY Total Expenses | $119,424 | PYTotalExpensesAmt |
| CY Total Expenses | $105,449 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,164 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,982 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $359,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,695 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,069 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,716 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $357,564 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $391,979 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,578 | ExpenseAmt |
| Grant | $4,000 | GrantAmt |
| Revenue | $15,778 | RevenueAmt |
| Desc | YOUTH ENGAGED IN SERVICE (YES) IS AN INTERNATIONAL SERVICE PROGRAM FOR HIGH SCHOOL STUDENTS WHO ARE JUNIORS. SELECTED STUDENTS MUST COMMIT TO 80 HOURS OF COMMUNITY SERVICE, ATTEND LEADERSHIP TRAINING MEETINGS, PLAN AN INTERNATONAL SERVICE PROJECT, PRESENT THE PROJECT IN SPANISH AND TRAVEL ON AN HUMANITARIAN PROJECT INTERNATIONALLY. THE PROGRAM IS DESIGNES TO PROMOTE SERVICE AS A WORTHY ACTIVITY FOR LOCAL YOUTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,548 | ExpenseAmt |
| Grant | $31,548 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MAJOR PROJECT AND FUNDING THE ROTARY FOUNDATION - EACH YEAR THE FOUNDATION WILL ADOPT ONE OR MORE COMMUNITY OR INTERNATIONAL PROJECTS TO SUPPORT THROUGH CASH DONATIONS, BY CLUB MEMBER PARTICIPATION OR FROM THE PROCEEDS OF OUR ANNUAL AUCTION. THE PROJECTS ARE OVERSEEN BY THE BURLINGTON ROTARY CLUB OR ANOTHER TAX EXEMPT ORGANIAZATION. THE CURRECT YEAR PROJECT INCLUDES SUPPORT OF SKAGIT VALLEY HOSPITAL BIRTHING CENTER REMODEL ($10,548) AND SUPPORT FOR THE INTERNATIONAL PROJECT ALLIANCE ASSISTING STUDENTS IN HONDURAS ($5,000) AND PROVIDING SCHOLARSHIPS TO OUR LOCAL HIGH SCHOOL STUDENTS ($16,000). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,262 | ExpenseAmt |
| Grant | $6,262 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT OF THE LOCAL HIGH SCHOOL INTERACT CLUB INCLUDING THE BACK PACK PROGRAM TO PROVIDE FOOD WEEKLY TO STUDENTS OVER THE WEEKEND | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,604 | ExpenseAmt |
| Grant | $23,604 | GrantAmt |
| Desc | GRANTS PROVIDED LOCAL CHARITIES AND ORGANIZATIONS FOR THEIR TAX-EMEXPT ACTIVITIES AND SUPPORT ROTARY INTERNATIONAL'S WORK | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $23,604 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $23,604 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $98,992 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNADETTE HALLIDAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3603199524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982330185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DON POWER | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ASHLEY STOWE | |||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS OMDAL | |||||||
| PRESIDENT-ELECT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KARIN BROWN | |||||||
| PAST PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM TOOMEY | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RACHEL HERMANN | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $70,290 | FundraisingAmt |
| All Other Contributions | $35,085 | AllOtherContributionsAmt |
| Noncash Contributions | $40,580 | NoncashContributionsAmt |
| Total Contributions | $105,375 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| YES- RAFFLE | $10,880 | $10,880 |
| YES - PROGRAM FEE | $3,780 | $3,780 |
| YES - STUDENT DONATION | $1,118 | $1,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,511 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $96,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $70,290 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $89,433 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,767 | TotalRevenueColumnAmt |
| Exclusion | $6,767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,289 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,767 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,414 | TotalAmt |
| Program Services | $65,414 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| YES - TRAVEL COSTS AND | $33,578 | $33,578 | |
| YES PROGRAM COSTS | $4,878 | $4,878 | |
| SUPPLIES, INSURANCE AND | $1,579 | $1,579 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,449 | TotalAmt |
| Program Services | $98,992 | ProgramServicesAmt |
| Management And General | $6,457 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,713 | BOYAmt |
| EOY | $130,814 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,709 | BOYAmt |
| EOY | $189,257 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500 | BOYAmt |
| EOY | $3,615 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,711 | BOYAmt |
| EOY | $93,009 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,633 | BOYAmt |
| EOY | $416,695 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,069 | BOYAmt |
| EOY | $24,716 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,069 | BOYAmt |
| EOY | $24,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,144 | BOYAmt |
| EOY | $291,375 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,420 | BOYAmt |
| EOY | $100,604 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,564 | BOYAmt |
| EOY | $391,979 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,633 | BOYAmt |
| EOY | $416,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $30,982 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,433 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $90,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,920 | CurrentTaxYearAmt |
| Total | $670,778 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,895 | CurrentTaxYearAmt |
| Total | $279,272 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,815 | CurrentTaxYearAmt |
| Total | $950,050 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $950,050 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,511 | CurrentTaxYearAmt |
| Total | $13,576 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,511 | CurrentTaxYearAmt |
| Total | $13,576 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $216,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,326 | CurrentTaxYearAmt |
| Total | $963,626 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99380 | PublicSupportPY509Pct |
| Investment Income CY | 0.01410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00300 | InvestmentIncomePYPct |
| 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,319 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $5,690 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $93,009 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,226 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | $12,093 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $87,319 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,246 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | $980 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $71,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,194 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $52 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $66,246 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,096 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $98 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $56,194 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ENDOWMENT CERTIFICATE OF DEPOSIT | $43,566 |
| VANGUARG GROWTH ETF | $28,058 |
| VANGUARD VALUE ETF | $21,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $93,009 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION INTENDS TO BUILD THE FUND THROGH EARNINGS AND CONTRIBUTIONS TO FUND FUTURE SCHOLARSHIPS FOR BURLINGTON EDISON HIGH SCHOOL STUDENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL AUCTION | Event1Nm |
| Gross Receipts Event1 | $152,414 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $70,290 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $82,124 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,347 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $60,319 | OtherDirectExpensesEvent1Amt |
| Event2 | YES FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $14,076 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $14,076 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,432 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $335 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $166,490 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $70,290 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $96,200 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $28,779 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $60,654 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,433 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,767 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| B-EHS ALUMNI FOUNDATION | ||||||||
| PO BOX 350 | BURLINGTON | WA | 98233 | 943199980 | 501(C)(3) | $16,000 | $0 | POST-SECONDARY TRAINING AND EDUCATION FOR BURLINGTON-EDISON HIGH SCHOOL GRADUATES |
| SKAGIT REGIONAL HEALTH FOUNDATION | ||||||||
| PO BOX 1376 | MOUNT VERNON | WA | 98273 | 943078550 | 501(C)(3) | $10,000 | $0 | CAPITAL IMPROVEMENTS TO PUBLIC HOSPITAL'S BIRTHING CENTER |
| THE ROTARY FOUNDATION | ||||||||
| 14255 COLLETION CENTER | CHICAGO | IL | 606930142 | 363245072 | 501(C)(3) | $7,960 | $0 | INTERNATIONAL SUPPORT OF EDUCATION, WORLD HEALTH, PEACE AND ALLEVIATION OF POVERTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CASH GRANTS ARE AWARDED BY THE GOVERNING BOARD AND ARE NOT SUBJECT TO MONITORING BY OUR ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 92 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,580 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE SECRETARY OR THEIR APPOINTED REPRESENTATIVE ARE TASKED WITH COTEMPORANEOUSLY RECORDING DISCUSSIONS AND BOARD ACTIONS ON ALL MEETINGS REQUIRING ACTION BY THE BOARD, COMMITTIES OR ADVISORY GROUPS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION'S FORM 990 IS AVAILABLE FOR INSPECTION ON THE BURLINGTON ROTARY CLUB'S WEBSITE AND ACCESSIBLE THROUGH THE ROTARY DISTRICT'S CLUB RUNNER SERVICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UOPN REQUEST OF ANY MEMBER OF THE PUBLIC. |