Waukesha Rotary Charitable Fund in Pewaukee, Wisconsin (WI)

Organization representatives - add corrected or new information about Waukesha Rotary Charitable Fund »

Non-representatives - add comments about Waukesha Rotary Charitable Fund»

Waukesha Rotary Charitable Fund
Employer Identification Number (EIN)396076427
Name of OrganizationWaukesha Rotary Charitable Fund
AddressW239 N3490 Pewaukee Rd, Pewaukee, WI 53072-4794
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date08/1964
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$25,000 to $99,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$80,863
Amount of Income$166,978
Form 990 Revenue Amount$235,982


Non-representatives - add comments:


CAPTCHA

Your IP address 3.92.92.168 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$211,428$19$204,068
Contributions, gifts, grants, etc., received$7,360
Interest on savings and temporary cash investments$19
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$204,049
Total expenses and disbursements$204,964$0$152,968$51,975
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$152,989$0$0
Contributions, gifts, grants paid$51,975
Excess of revenue over expenses and disbursements$6,464
Net investment income$19
Adjusted net income$51,100
Balance Sheets
20122013
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$81,516$81,516$87,560$87,560
Cash - non-interest-bearing$29,515$28,399
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$0$0
Investments-corporate bonds$0$0
Investments-mortgage loans$0$0
Investments-other$0$0
Other assets$0
Total liabilities$35,669$35,249
Mortgages and other notes payable$0$0
Other liabilities$0
Total liabilities and net assets/fund balances$45,847$52,311
Capital Gains and Losses for Tax on Investment Income
20122013
Capital gain net income$0$0
Net capital loss$0$0
Excise Tax Based on Investment Income
20122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$1$0
Total credits and payments$0$0
Any penalty for underpayment of estimated tax$0$0
Tax due$0
Overpayment$0
Amount to be credited to next year's estimated tax$0$0
Statements Regarding Activities
20122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNo
Did any persons become substantial contributors during the tax year?No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
20122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
20122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$75,963$70,410
Net value of noncharitable-use assets$69,354
Minimum investment return$3,741$3,468
Distributable Amount
20122013
Distributable amount$3,740$3,468
Undistributed Income
20122013
Distributable amount for this year$3,740$3,468
Undistributed income for this year. This amount must be distributed in the next year$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
$1,160$0
$5,145$0
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$19$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Waukesha Rotary Charitable Fund to others? (optional)
  
Add photo of Waukesha Rotary Charitable Fund (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Wisconsin
IdNameAddressStateEstablishedTotal Income
1Waukesha County Farm Bureau CooperativePO BOX 5550, Madison, WI 53705WI1937-11$0
2Waukesha County Historical Society & Museum Inc101 W Main St, Waukesha, WI 53186-4811WI1965-11$609,963
3Waukesha County Land Conservancy IncPO BOX 2572, Brookfield, WI 53008-2572WI1992-11$353,262
4Waukesha County Technical Educators Assn800 Main Street, Pewaukee, WI 53072WI1978-03$13,045
5Waukesha County Youth Hockey Association IncPO BOX 4194, Waukesha, WI 53187-4194WI1974-04$591,403
6Waukesha Express Swim Team IncPO BOX 1874, Waukesha, WI 53187-1874WI1981-02$1,131,659
7Waukesha Kiwanis Foundation IncPO BOX 1072, Waukesha, WI 53187-1072WI1956-03$81,328
8Waukesha North High School Boosterclub Inc2222 Michigan Ave, Waukesha, WI 53188-3158WI2007-03$88,254
9Waukesha Ozaukee Washington Workforce Development Inc892 Main St Ste A, Pewaukee, WI 53072-5808WI1990-06$4,785,092
10Waukesha Professional Police Association Inc1901 Delafield St, Waukesha, WI 53188-2259WI1999-01$63,346
11Waukesha Rotary Charitable FundW239 N3490 Pewaukee Rd, Pewaukee, WI 53072-4794WI1964-08$166,978
12Waukesha Service Club Inc328 W Sunset Dr, Waukesha, WI 53189-7474WI1947-08$473,104
13Waukesha Sunrise Rotary Club Charitable Fund IncN76w30904 County Road Vv, Hartland, WI 53029-8024WI1985-05$33,546
14Waukesha Tennis Association IncPO BOX 1125, Waukesha, WI 53187-1125WI1976-09$77,666
15Waunafest Board IncPO BOX 65, Waunakee, WI 53597-0065WI2004-11$36,428
16Waunakee Orcas Of WisconsinPO BOX 352, Waunakee, WI 53597-0352WI2014-11$137,986
17Waunakee Rotary Foundation IncPO BOX 159, Waunakee, WI 53597-0159WI1985-06$69,335
18Waunakee Touchdown Club IncPO BOX 43, Waunakee, WI 53597-0043WI2010-05$119,226
19Waunakee Youth Hockey IncPO BOX 156, Waunakee, WI 53597-0156WI2004-09$191,006
20Waupaca Area Chamber Of Commerce Inc221 S Main St, Waupaca, WI 54981-1522WI1989-02$372,542

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Waukesha Rotary Charitable Fund and has no official or unofficial affiliation with Waukesha Rotary Charitable Fund