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Nonprofiteer
← WESTMINSTER ROTARY FOUNDATION INC

Form 990 for tax year 2022

Filed by WESTMINSTER ROTARY FOUNDATION INC.

Totals

Total revenue
$48,159
Total expenses
$38,785
Contributions and grants received
$4,650
Grants paid
$38,750
Program service revenue
$0
Investment income
$43,509
Other revenue
$0
Total assets, end of year
$1,066,583
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,066,583
Program services expenses (Part IX)
$38,785
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$38,785

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,650

  • 3 · Investment income

    total $49,766

  • 7a · Gross sales of assets other than inventory

    securities $71,210

  • 7b · Less cost or other basis and sales expenses

    securities $77,467

  • 7c · Gain or loss

    securities -$6,257

  • 7d · Net gain or loss

    total -$6,257

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $38,750 · program services $38,750

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $35 · program services $35

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $95,283 · end of year $59,119

  • 11 · Investments: publicly traded securities

    beginning of year $77,467

  • 12 · Investments: other securities

    beginning of year $870,646 · end of year $1,007,464

  • 27 · Net assets without donor restrictions

    beginning of year $630

  • 28 · Net assets with donor restrictions

    beginning of year $1,042,766 · end of year $1,066,583

Mission and programs · 2022

Mission

COMMUNITY SERVICE FUNDING OF PROJECTS AND SCHOLARSHIPS FOR QUALIFIED APPLICANT GRADUATING HIGHSCHOOL STUDENTS FROM LOCAL COMMUNITY HIGHSCHOOLS

Activities or mission (Part I)

CHARITABLE, PHILANTROPIC COMMUNITY NEED AND SERVICE PROJECTS. PROVIDING COLLEGE, COMMUNITY COLLEGE, OR TECHNICAL SCHOOL SCHOLARSHIPS TO HIGHSCHOOL GRADUATES

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $38,785

As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Jason McLachlan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ron Schaefer

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • William Bowman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Cramer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monte Quintana

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lori Goldstein

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Janak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryan McCoy

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Steve Rondinelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
3 October 2023
IRS schema version
2022v5.0
Source object
202342769349301409

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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