Waltham Rotary Fund Inc in Waltham, Massachusetts (MA)
Table of contents:
| Waltham Rotary Fund Inc | |
| Employer Identification Number (EIN) | 237329099 |
| Name of Organization | Waltham Rotary Fund Inc |
| In Care of Name | Roland L Dunbrack Treas |
| Address | PO BOX 540262, Waltham, MA 02454-0262 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other), Student loans |
| Subsection | Charitable Organization |
| Ruling Date | 03/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $73,469 |
| Amount of Income | $48,170 |
| Form 990 Revenue Amount | $32,047 |
Non-representatives - add comments:
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $28,193 | $30,667 | $32,047 |
| Contributions, gifts, grants, and similar amounts received | $3,190 | $9,155 | $10,491 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $671 | $1,170 | $1,014 |
| Gain/Loss from sale of assets other than inventory | $-1,458 | $10 | $0 |
| Net income/loss from gaming and fundraising events | $25,790 | $20,332 | $20,542 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $41,598 | $37,203 | $36,665 |
| Less: direct expenses from gaming and fundraising events | $15,808 | $16,871 | $16,123 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $32,529 | $30,921 | $28,916 |
| Total net assets | $64,433 | $65,425 | $73,469 |
| Excess/Deficit for the year | $-4,336 | $-254 | $3,131 |
| Net assets or fund balances at beginning of year | $60,990 | $64,433 | $65,425 |
| Other changes in net assets or fund balances | $7,779 | $1,246 | $4,913 |
| Net assets or fund balances at end of year | $65,425 | $73,469 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $64,433 | $65,425 | $73,469 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $64,433 | $65,425 | $73,469 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $227,572 |
| Subtotal | $227,572 |
| Gifts, grants, contributions, and membership fees received | $22,836 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $204,736 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $231,850 |
| Public support | $227,572 |
| Subtotal | $4,278 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $4,278 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Waltham Day Care Center Inc | 50 Church St, Waltham, MA 02452-5506 | MA | 1973-06 | $491,190 |
| 2 | Waltham Education And Beyond Foundation Inc | PO BOX 550210, Waltham, MA 02455-0210 | MA | 2008-02 | $38,117 |
| 3 | Waltham Kiwanis Charitable Foundation Inc | 30 Kerry Ct, West Newton, MA 02465-1448 | MA | 1978-05 | $4,424 |
| 4 | Waltham Land Tr Inc | PO BOX 541120, Waltham, MA 02454-1120 | MA | 2000-08 | $62,024 |
| 5 | Waltham Lions Charitable Foundation Inc | 73 Warren St, Waltham, MA 02453-6916 | MA | 2006-06 | $136,809 |
| 6 | Waltham Lodge No 1018 Loyal Order Of Moose, 1018 | PO BOX 540633, Waltham, MA 02454-0633 | MA | 1935-08 | $42,300 |
| 7 | Waltham Municipal Employees Credit Union | 177 Lexington St, Waltham, MA 02452-4638 | MA | 1951-12 | $163,746 |
| 8 | Waltham Partnership For Youth Inc | 510 Moody St, Waltham, MA 02453-0518 | MA | 1998-02 | $276,578 |
| 9 | Waltham Police Relief Association Incorporated | 155 Lexington St, Waltham, MA 02452-4638 | MA | 1986-01 | $343,850 |
| 10 | Waltham Properties Inc | 345 Fortune Blvd, Milford, MA 01757-1723 | MA | 2000-08 | $29,986 |
| 11 | Waltham Rotary Fund Inc | PO BOX 540262, Waltham, MA 02454-0262 | MA | 1974-03 | $48,170 |
| 12 | Waltham Track Club | 88 Russell St, Waltham, MA 02453-8511 | MA | 1985-02 | $45,074 |
| 13 | Waltham West Suburban Chamber Of Commerce Foundation | 84 South St, Waltham, MA 02453-3537 | MA | 1997-06 | $14,261 |
| 14 | Wam Foundation Inc | 222 Berkeley St Fl 16, Boston, MA 02116-3733 | MA | 2010-04 | $110 |
| 15 | Wampatuck Country Club Of Canton Inc | 99 Pleasant St, Canton, MA 02021 | MA | 1923-12 | $953,279 |
| 16 | Wampatuck Parent Teacher Organization Inc | 266 Tilden Rd, Scituate, MA 02066-2714 | MA | 2005-01 | $72,450 |
| 17 | Wang Foundation | Goodwin Procter Llp Exchange Place, Boston, MA 02109 | MA | 1988-01 | $1,539,563 |
| 18 | Wang Theatre Inc | 270 Tremont St, Boston, MA 02116-5603 | MA | 1997-05 | $13,648,737 |
| 19 | Wanword Progressive Foundation | PO BOX 226, Roslindale, MA 02131-0002 | MA | 2007-07 | $70,000 |
| 20 | Waquoit Bay Yacht Club Inc | PO BOX 3434, Waquoit, MA 02536-3434 | MA | 1967-04 | $86,197 |
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