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Nonprofiteer
← WESTPORT ROTARY CLUB FOUNDATION INC

Form 990 for tax year 2023

Filed by WESTPORT ROTARY CLUB FOUNDATION INC.

Totals

Total revenue
$388,266
Total expenses
$420,549
Contributions and grants received
$376,607
Grants paid
$320,169
Program service revenue
$0
Investment income
$11,659
Other revenue
$0
Total assets, end of year
$288,531
Total liabilities, end of year
$70,475
Net assets or fund balances, end of year
$218,056
Program services expenses (Part IX)
$417,913
Management and general expenses
$2,636
Fundraising expenses
$0
Program service expenses (Part III)
$417,913

Program services were 99.4% 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

    $376,607

  • 3 · Investment income

    total $11,659 · related or exempt $11,659

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $206,828 · program services $206,828

  • 2 · Grants to domestic individuals

    total $9,674 · program services $9,674

  • 3 · Grants to foreign organizations and individuals

    total $103,667 · program services $103,667

  • 11c · Fees: accounting

    total $450 · management and general $450

  • 11g · Fees: other

    total $97,927 · program services $97,744 · management and general $183

  • 13 · Office expenses

    total $2,003 · management and general $2,003

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $184,864 · end of year $170,355

  • 9 · Prepaid expenses and deferred charges

    end of year $65

  • 11 · Investments: publicly traded securities

    end of year $118,111

  • 15 · Other assets

    beginning of year $15,000

  • 18 · Grants payable

    end of year $61,767

  • 25 · Other liabilities

    end of year $8,708

  • 31 · Retained earnings, endowment or other funds

    beginning of year $199,864 · end of year $218,056

Mission and programs · 2023

Mission

DONATE PROCEEDS OF FUNDRAISERS TO 501(C)(3) ORGANIZATIONS

Activities or mission (Part I)

DONATES PROCEEDS OF FUNDRAISERS TO 501(C)(3) ORGANIZATIONS

  • COMMUNITY & INTERNATIONAL GRANTS TO 501(C)(3) ORGANIZATIONS

  • GRANTS PAID TO TAX EXEMPT 501(C)(3) ORGANIZATIONS

    Expenses $417,913 · Grants $320,169

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susan Basler

    1SR VICE PR

    Total calculated
    $0
    Hours/week
    8

  • Thomas Carey

    PAST TREASUR

    Total calculated
    $0
    Hours/week
    8

  • Karl Mergenthaler

    PRESIDENT

    Total calculated
    $0
    Hours/week
    8

  • Wafaa Naggar

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • Leslie Roberts

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    8

  • Lyla Steenbergen

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    8

  • Jeffrey Wieser

    2ND VICE PRE

    Total calculated
    $0
    Hours/week
    8

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

  • POSITIVE DIRECTIONS

    $8,000

  • HOMES WITH HOPE

    $8,000

  • PARK CITY PREP

    $8,000

  • WESTPORT VEMS

    $8,000

  • DOMESTIC VIOLENCE CRISIS CENTER

    $8,000

  • MID FAIRFIELD CHILD GUIDANCE CENTER

    $7,500

  • WESTPORT BOOK SALES VENTURES

    $6,500

  • HOMES FOR THE BRAVE

    $6,500

  • STAPLES TUITION GRANTS

    $6,500

  • CONNECT US

    $6,000

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
30 September 2024
IRS schema version
2023v5.0
Source object
202412749349300416

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

The source document this was parsed from is served over the API, which is where bulk and document access live.