Civic Intelligence

Holyoke Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 04-3530408

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 23, 2019

PO Box 1396Holyoke, MA 01041-1396

(413) 530-5724

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$80,805

Flat from 2018

Net Assets

Flat

$80,705

Flat from 2018

Liabilities

Flat

$100

Flat from 2018

Revenue And Expenses

Revenue

Flat

$48,466

Flat from 2018

Expenses

Flat

$33,147

Flat from 2018

Net Income

Flat

$15,319

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $43,504Liabilities 2010: $0Net Assets 2010: $43,5042010Assets 2011: $44,803Liabilities 2011: $0Net Assets 2011: $44,8032011Assets 2012: $55,744Liabilities 2012: $0Net Assets 2012: $55,7442012Assets 2013: $49,413Liabilities 2013: $0Net Assets 2013: $49,4132013Assets 2014: $58,896Liabilities 2014: $0Net Assets 2014: $58,8962014Assets 2015: $83,436Liabilities 2015: $0Net Assets 2015: $83,4362015Assets 2016: $85,962Liabilities 2016: $0Net Assets 2016: $85,9622016Assets 2017: $64,962Liabilities 2017: $0Net Assets 2017: $64,9622017Assets 2018: $80,805Liabilities 2018: $100Net Assets 2018: $80,7052018Assets 2018: $80,805Liabilities 2018: $100Net Assets 2018: $80,7052018Assets 2019: $83,494Liabilities 2019: $02019Assets 2020: $65,084Liabilities 2020: $02020Assets 2021: $66,118Liabilities 2021: $0Net Assets 2021: $66,1182021Assets 2022: $67,100Liabilities 2022: $0Net Assets 2022: $67,1002022Assets 2023: $44,519Liabilities 2023: $0Net Assets 2023: $44,5192023Assets 2024: $54,248Liabilities 2024: $0Net Assets 2024: $54,2482024Assets 2025: $83,671Liabilities 2025: $0Net Assets 2025: $83,6712025

Highlighted filing

2018

Assets$80,805
Liabilities$100
Net Assets$80,705

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $34,031Expenses 2010: $51,748Net Income 2010: -$17,7172010Revenue 2011: $27,498Expenses 2011: $26,199Net Income 2011: $1,2992011Revenue 2012: $37,953Expenses 2012: $27,012Net Income 2012: $10,9412012Revenue 2013: $33,794Expenses 2013: $40,125Net Income 2013: -$6,3312013Revenue 2014: $45,473Expenses 2014: $35,990Net Income 2014: $9,4832014Revenue 2015: $48,128Expenses 2015: $23,823Net Income 2015: $24,3052015Revenue 2016: $45,299Expenses 2016: $41,680Net Income 2016: $3,6192016Revenue 2017: $37,480Expenses 2017: $61,903Net Income 2017: -$24,4232017Revenue 2018: $48,466Expenses 2018: $33,147Net Income 2018: $15,3192018Revenue 2018: $48,466Expenses 2018: $33,147Net Income 2018: $15,3192018Revenue 2019: $34,988Expenses 2019: $34,267Net Income 2019: $7212019Revenue 2020: $45,140Expenses 2020: $62,161Net Income 2020: -$17,0212020Revenue 2021: $27,085Expenses 2021: $31,328Net Income 2021: -$4,2432021Revenue 2022: $34,439Expenses 2022: $26,394Net Income 2022: $8,0452022Revenue 2023: $11,311Expenses 2023: $35,476Net Income 2023: -$24,1652023Revenue 2024: $30,783Expenses 2024: $22,967Net Income 2024: $7,8162024Revenue 2025: $49,941Expenses 2025: $21,823Net Income 2025: $28,1182025

Highlighted filing

2018

Revenue$48,466
Expenses$33,147
Net Income$15,319
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 23, 2019
Return Version
2017v2.3
Gross Receipts
$62,951
Mission and Program Overview

Mission

To provide scholarships to needy & worthy high school graduates in their pursuit of post secondary education and also, to make contributions to area section 501(c)(3) organizations primarily serving disadvantaged youth.

Program Services

DescriptionGrantsExpenses
MISC BENEVOLENCES-LIMITED TO RECOGNIZED 501(C)(3)ORGANIZATIONS$17,861$17,861
SCHOLARSHIP FUNDS-FOR LOCAL HIGH SCHOOL GRADUATES FOR THEIR POST SECONDARY EDUCATION.$7,050$7,050
WM DWIGHT OUSTANDING CITIZEN AWARD PROGRAM$0$5,147
LUNCH PROGRAM FOR STUDENT VISITORS$0$356
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN VIENSPresident-$0--
ROBERT MCKAYFirst VP-Director-$0--
BONNIE RANDALLSecond Vice President-Dire-$0--
STEPHEN G KAPLANTreasurer-Director-$0--
ROBERT WOODILLCo-Secretary/Director-$0--
KATHERINE BUCKLEYCo-Secretary/Director-$0--
VENUS ROBINSONPast President-Ex-Officio-$0--
WILLIAM ROGALSKIDirector-2018-$0--
JANET SOJADirector-2018-$0--
HELEN ARNOLDDirector-2018-$0--
ROBERT DESNOYERSDirector-2019-$0--
MARIAN POE-HEINEMANDirector-2019-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$16,646$16,646-$16,646
Free Summer Concerts$16,138$16,138-$16,138
Total Events$32,784$32,784$9,923$22,861
Filing and Contact Details

Filer

Filer Name
Holyoke Rotary Foundation Inc
EIN
04-3530408
Phone
4135305724
Address
PO BOX 1396, HOLYOKE, MA 01041-1396

Signing Officer

Name
Kathleen Viens
Title
President
Phone
4135305724
Signed
2019-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Stephen G Kaplan CPA
Address
35 BLUE GRASS DRIVE, EAST LONGMEADOW, MA 01028-2798
Preparer
Stephen G Kaplan
Phone
4135305724
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 10. Description: dividends received. Amount: 1,457. Total included on form 990-ez, line 4: 1,467.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: holyoke rotary club, inc.. Affiliate address: po box 1396 holyoke, ma 01041-1396. Purpose of payment: administrative fee. Amount of payment: 1,200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: health-families and children. Grantee name: rotary int'l-pure water for the world. Grantee address: c/o rick lawrence 305 south st manchester, ct 06045. Grantee relationship: none. Date of gift: 05/15/18. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: health-children's equip. Grantee name: holyoke ymca. Grantee address: 191 pine street holyoke, ma 01040. Grantee relationship: none. Date of gift: 03/06/18. Amount given: 3,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: health-puerto rico hurricane relief. Grantee name: rotary club litchfield/morris-hurricane relief. Grantee address: 12 norfolk street litchfield, ct 06759. Grantee relationship: none. Date of gift: 10/28/17. Amount given: 2,459.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-health-families. Grantee name: rotary international, inc. - foundation. Grantee address: 1560 sherman ave. Evanston, il 60201. Grantee relationship: none. Date of gift: 04/07/18. Amount given: 1,911.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-civic. Grantee name: holyoke public library - clock. Grantee address: 250 chestnut street holyoke, ma 01040. Grantee relationship: none. Property description: clock. Method used to determine book value: actual cost. Method used to determine fmv: actual cost. Book value of property: 1,119. Date of gift: 10/10/17. Amount given: 1,119.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-scholarships. Grantee name: morgan state scholarships. Grantee address: 1700 cold spring ave baltimore, md 21251. Grantee relationship: none. Date of gift: 10/31/17. Amount given: 874.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: children and families. Grantee name: holyoke boys and girls club. Grantee address: 70 nick cosmo way holyoke, ma 01040. Grantee relationship: none. Property description: toys and holiday gifts. Method used to determine book value: actual cost. Method used to determine fmv: actual cost. Book value of property: 543. Date of gift: 12/18/17. Amount given: 543.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-financial for students. Grantee name: credit for life . Grantee address: c/o j/a 1500 main st springfield, ma 01115. Grantee relationship: none. Date of gift: 01/23/18. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: civic seniors. Grantee name: friends of the holyoke seniors. Grantee address: 291 pine st holyoke, ma 01040. Grantee relationship: none. Date of gift: 10/24/17. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-students. Grantee name: first night of holyoke-science program. Grantee address: 536 dwight street holyoke, ma 01040. Grantee relationship: none. Date of gift: 12/04/17. Amount given: 355.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-health-campership. Grantee name: western mass council boy scouts. Grantee address: 1 arch rd westfield, ma 01085. Grantee relationship: none. Date of gift: 05/01/18. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-health-campership. Grantee name: girl scouts of western/central ma. Grantee address: 301 kelly way holyoke, ma 01040. Grantee relationship: none. Date of gift: 05/01/18. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: health-handicap access. Grantee name: miracle league of western ma. Grantee address: 245 wilbraham ave springfield, ma 01109. Grantee relationship: none. Date of gift: 05/01/18. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-health-adiction recovery. Grantee name: providence ministries for the needy. Grantee address: 51 hamilton street holyoke, ma 01040. Grantee relationship: none. Date of gift: 08/21/17. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: families and children. Grantee name: holyoke parks and recreation dept. Grantee address: 536 dwight street holyoke, ma 01040. Grantee relationship: none. Date of gift: 08/21/17. Amount given: 100.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-scholarships. Grantee name: student scholarships paid direct to educ.inst.. Grantee address: 303 homestead ave. Holyoke, ma 01040-7000. Grantee relationship: none. Date of gift: various. Amount given: 6,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education-health. Grantee name: rotary youth leadership-h.s. Students. Grantee address: c/o larry ottoson, 25 lenox cr e. Longmeadow, ma 01028. Date of gift: 05/15/18. Amount given: 1,050. Total included on form 990-ez, line 10: 24,911.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: investment expenses. Amount: 808. Description: dwight outstanding citizen award program. Amount: 5,147. Description: student lunch program. Amount: 356. Total to form 990-ez, line 16: 6,311.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized market gains (losses) on investments. Amount: 424.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments-publicly traded marketable securities. Beg. Of year amount: 54,313. End of year amount: 56,673.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: exchange. Beg. Of year amount: 0. End of year amount: 100.

Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEPHEN KAPLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04135305724
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035 BLUE GRASS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST LONGMEADOW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0010282798
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024132
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015411
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04562
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt015319
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064962
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080805
IRS990EZ/FundraisingGrossIncomeAmt032784
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01287
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026111
IRS990EZ/GrossReceiptsAmt062951
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01467
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064962
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080705
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064962
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080705
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN VIENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MCKAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BONNIE RANDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN G KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT WOODILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHERINE BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VENUS ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLIAM ROGALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JANET SOJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HELEN ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ROBERT DESNOYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARIAN POE-HEINEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VP-DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE PRESIDENT-DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER-DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT-EX-OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR-2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR-2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR-2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR-2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR-2019
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt054313
IRS990EZ/OtherAssetsTotalDetail/EOYAmt056673
IRS990EZ/OtherChangesInNetAssetsAmt0424
IRS990EZ/OtherExpensesTotalAmt06311
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO NEEDY & WORTHY HIGH SCHOOL GRADUATES IN THEIR PURSUIT OF POST SECONDARY EDUCATION AND ALSO, TO MAKE CONTRIBUTIONS TO AREA SECTION 501(C)(3) ORGANIZATIONS PRIMARILY SERVING DISADVANTAGED YOUTH.
IRS990EZ/PrintingPublicationsPostageAmt050
IRS990EZ/ProgramServiceRevenueAmt07440
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP FUNDS-FOR LOCAL HIGH SCHOOL GRADUATES FOR THEIR POST SECONDARY EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MISC BENEVOLENCES-LIMITED TO RECOGNIZED 501(C)(3)ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LUNCH PROGRAM FOR STUDENT VISITORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3WM DWIGHT OUSTANDING CITIZEN AWARD PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07050
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt117861
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117861
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2356
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35147
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt05849
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09923
IRS990EZ/SpecialEventsNetIncomeLossAmt022861
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033147
IRS990EZ/TotalProgramServiceExpensesAmt030414
IRS990EZ/TotalRevenueAmt048466
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt094067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01467
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0237
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05242
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0172854
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94720
IRS990ScheduleA/PublicSupportPY170Pct00.96230
IRS990ScheduleA/PublicSupportTotal170Amt094067
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023178
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt094067
IRS990ScheduleA/TotalSupportAmt099309
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09923
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FREE SUMMER CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06842
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03081
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032784
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022861
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 10. DESCRIPTION: DIVIDENDS RECEIVED. AMOUNT: 1,457. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,467.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: HOLYOKE ROTARY CLUB, INC.. AFFILIATE ADDRESS: PO BOX 1396 HOLYOKE, MA 01041-1396. PURPOSE OF PAYMENT: ADMINISTRATIVE FEE. AMOUNT OF PAYMENT: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: HEALTH-FAMILIES AND CHILDREN. GRANTEE NAME: ROTARY INT'L-PURE WATER FOR THE WORLD. GRANTEE ADDRESS: C/O RICK LAWRENCE 305 SOUTH ST MANCHESTER, CT 06045. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/15/18. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: HEALTH-CHILDREN'S EQUIP. GRANTEE NAME: HOLYOKE YMCA. GRANTEE ADDRESS: 191 PINE STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/06/18. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: HEALTH-PUERTO RICO HURRICANE RELIEF. GRANTEE NAME: ROTARY CLUB LITCHFIELD/MORRIS-HURRICANE RELIEF. GRANTEE ADDRESS: 12 NORFOLK STREET LITCHFIELD, CT 06759. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/28/17. AMOUNT GIVEN: 2,459.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: EDUCATION-HEALTH-FAMILIES. GRANTEE NAME: ROTARY INTERNATIONAL, INC. - FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVE. EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/07/18. AMOUNT GIVEN: 1,911.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: EDUCATION-CIVIC. GRANTEE NAME: HOLYOKE PUBLIC LIBRARY - CLOCK. GRANTEE ADDRESS: 250 CHESTNUT STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CLOCK. METHOD USED TO DETERMINE BOOK VALUE: ACTUAL COST. METHOD USED TO DETERMINE FMV: ACTUAL COST. BOOK VALUE OF PROPERTY: 1,119. DATE OF GIFT: 10/10/17. AMOUNT GIVEN: 1,119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: EDUCATION-SCHOLARSHIPS. GRANTEE NAME: MORGAN STATE SCHOLARSHIPS. GRANTEE ADDRESS: 1700 COLD SPRING AVE BALTIMORE, MD 21251. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/31/17. AMOUNT GIVEN: 874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: CHILDREN AND FAMILIES. GRANTEE NAME: HOLYOKE BOYS AND GIRLS CLUB. GRANTEE ADDRESS: 70 NICK COSMO WAY HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: TOYS AND HOLIDAY GIFTS. METHOD USED TO DETERMINE BOOK VALUE: ACTUAL COST. METHOD USED TO DETERMINE FMV: ACTUAL COST. BOOK VALUE OF PROPERTY: 543. DATE OF GIFT: 12/18/17. AMOUNT GIVEN: 543.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: EDUCATION-FINANCIAL FOR STUDENTS. GRANTEE NAME: CREDIT FOR LIFE . GRANTEE ADDRESS: C/O J/A 1500 MAIN ST SPRINGFIELD, MA 01115. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/23/18. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: CIVIC SENIORS. GRANTEE NAME: FRIENDS OF THE HOLYOKE SENIORS. GRANTEE ADDRESS: 291 PINE ST HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/24/17. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: EDUCATION-STUDENTS. GRANTEE NAME: FIRST NIGHT OF HOLYOKE-SCIENCE PROGRAM. GRANTEE ADDRESS: 536 DWIGHT STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/04/17. AMOUNT GIVEN: 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: EDUCATION-HEALTH-CAMPERSHIP. GRANTEE NAME: WESTERN MASS COUNCIL BOY SCOUTS. GRANTEE ADDRESS: 1 ARCH RD WESTFIELD, MA 01085. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/01/18. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: EDUCATION-HEALTH-CAMPERSHIP. GRANTEE NAME: GIRL SCOUTS OF WESTERN/CENTRAL MA. GRANTEE ADDRESS: 301 KELLY WAY HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/01/18. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: HEALTH-HANDICAP ACCESS. GRANTEE NAME: MIRACLE LEAGUE OF WESTERN MA. GRANTEE ADDRESS: 245 WILBRAHAM AVE SPRINGFIELD, MA 01109. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/01/18. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: EDUCATION-HEALTH-ADICTION RECOVERY. GRANTEE NAME: PROVIDENCE MINISTRIES FOR THE NEEDY. GRANTEE ADDRESS: 51 HAMILTON STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/21/17. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: FAMILIES AND CHILDREN. GRANTEE NAME: HOLYOKE PARKS AND RECREATION DEPT. GRANTEE ADDRESS: 536 DWIGHT STREET HOLYOKE, MA 01040. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/21/17. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACTIVITY CLASSIFICATION: EDUCATION-SCHOLARSHIPS. GRANTEE NAME: STUDENT SCHOLARSHIPS PAID DIRECT TO EDUC.INST.. GRANTEE ADDRESS: 303 HOMESTEAD AVE. HOLYOKE, MA 01040-7000. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACTIVITY CLASSIFICATION: EDUCATION-HEALTH. GRANTEE NAME: ROTARY YOUTH LEADERSHIP-H.S. STUDENTS. GRANTEE ADDRESS: C/O LARRY OTTOSON, 25 LENOX CR E. LONGMEADOW, MA 01028. DATE OF GIFT: 05/15/18. AMOUNT GIVEN: 1,050. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 24,911.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 808. DESCRIPTION: DWIGHT OUTSTANDING CITIZEN AWARD PROGRAM. AMOUNT: 5,147. DESCRIPTION: STUDENT LUNCH PROGRAM. AMOUNT: 356. TOTAL TO FORM 990-EZ, LINE 16: 6,311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20DESCRIPTION: UNREALIZED MARKET GAINS (LOSSES) ON INVESTMENTS. AMOUNT: 424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21DESCRIPTION: INVESTMENTS-PUBLICLY TRADED MARKETABLE SECURITIES. BEG. OF YEAR AMOUNT: 54,313. END OF YEAR AMOUNT: 56,673.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22DESCRIPTION: EXCHANGE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN VIENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135305724
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLYOKE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0043530408
ReturnHeader/Filer/PhoneNum04135305724
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1396
ReturnHeader/Filer/USAddress/CityNm0HOLYOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0010411396
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A9B31946DE11F1F68DF3A25C8ADA0442EF748AE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6CC35AC4E2432ADF5195BD09D378E083022FF6C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.193.62
ReturnHeader/FilingSecurityInformation/IPDt02019-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:09:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010341425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN G KAPLAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 BLUE GRASS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST LONGMEADOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0010282798
ReturnHeader/PreparerPersonGrp/PhoneNum04135305724
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G KAPLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-01T12:32:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$83.7$0.00$83.7$49.9$21.8$28.1
2024Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$30.8$23.0$7.82
2023Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$11.3$35.5$24.2
2022Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$34.4$26.4$8.05
2021Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$27.1$31.3$4.24
2020Summary only. Only limited summary data is available for this year.$65.1$0.00$45.1$62.2$17.0
2019Summary only. Only limited summary data is available for this year.$83.5$0.00$35.0$34.3$0.72
2018Detailed filing. Detailed filing data is available for this year.$80.8$0.10$80.7$48.5$33.1$15.3
2018Detailed filing. Detailed filing data is available for this year.$80.8$0.10$80.7$48.5$33.1$15.3
2017Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$37.5$61.9$24.4
2016Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$45.3$41.7$3.62
2015Detailed filing. Detailed filing data is available for this year.$83.4$0.00$83.4$48.1$23.8$24.3
2014Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$45.5$36.0$9.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$0.00$49.4$33.8$40.1$6.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$0.00$55.7$38.0$27.0$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.8$0.00$44.8$27.5$26.2$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$0.00$43.5$34.0$51.7$17.7