Civic Intelligence

East Providence Rotary Educational Trust

990PF • Fiscal year 2013 • EIN 05-0451409

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

Organization Profile
C/O Jgarceautrustee PO Box 14303East Providence, RI 02914
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-2.1%

Faster asset growth than 41% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$57,964

Down $1,241 (-2.1%) from 2012

Net Assets

Down

$57,964

Down $1,241 (-2.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

$2,899

No earlier filing loaded for comparison.

Expenses

Up

$4,140

Up $4 (+0.1%) from 2012

Net Income

-$1,241

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$100K$50K$0Assets 2011: $60,989Liabilities 2011: $0Net Assets 2011: $60,9892011Assets 2012: $59,205Liabilities 2012: $0Net Assets 2012: $59,2052012Assets 2013: $57,964Liabilities 2013: $0Net Assets 2013: $57,9642013Assets 2014: $59,424Liabilities 2014: $0Net Assets 2014: $59,4242014Assets 2015: $60,387Liabilities 2015: $0Net Assets 2015: $60,3872015Assets 2016: $62,205Liabilities 2016: $0Net Assets 2016: $62,2052016Assets 2017: $62,627Liabilities 2017: $0Net Assets 2017: $62,6272017Assets 2018: $65,543Liabilities 2018: $0Net Assets 2018: $65,5432018Assets 2019: $76,659Liabilities 2019: $0Net Assets 2019: $76,6592019Assets 2020: $76,664Liabilities 2020: $0Net Assets 2020: $76,6642020Assets 2021: $76,765Liabilities 2021: $0Net Assets 2021: $76,7652021Assets 2022: $69,092Liabilities 2022: $0Net Assets 2022: $69,0922022Assets 2023: $76,422Liabilities 2023: $0Net Assets 2023: $76,4222023Assets 2024: $84,045Liabilities 2024: $0Net Assets 2024: $84,0452024Assets 2025: $92,066Liabilities 2025: $0Net Assets 2025: $92,0662025

Highlighted filing

2013

Assets$57,964
Liabilities$0
Net Assets$57,964
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $4,1372011Expenses 2012: $4,1362012Revenue 2013: $2,899Expenses 2013: $4,140Net Income 2013: -$1,2412013Revenue 2014: $5,625Expenses 2014: $4,165Net Income 2014: $1,4602014Revenue 2015: $5,178Expenses 2015: $4,215Net Income 2015: $9632015Revenue 2016: $6,118Expenses 2016: $4,300Net Income 2016: $1,8182016Revenue 2017: $4,618Expenses 2017: $4,196Net Income 2017: $4222017Revenue 2018: $7,173Expenses 2018: $4,257Net Income 2018: $2,9162018Revenue 2019: $14,432Expenses 2019: $3,316Net Income 2019: $11,1162019Revenue 2020: $4,434Expenses 2020: $4,331Net Income 2020: $1032020Revenue 2021: $4,969Expenses 2021: $4,868Net Income 2021: $1012021Revenue 2022: $7,631Expenses 2022: $3,951Net Income 2022: $3,6802022Revenue 2023: $10,678Expenses 2023: $3,882Net Income 2023: $6,7962023Revenue 2024: $1,027Expenses 2024: $3,936Net Income 2024: -$2,9092024Revenue 2025: $9,018Expenses 2025: $4,011Net Income 2025: $5,0072025

Highlighted filing

2013

Revenue$2,899
Expenses$4,140
Net Income-$1,241
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN L GARCEAUTrustee-$0--
JOSEPH KUMIEGATrustee-$0--
DAVID MURPHYTrustee-$0--
JEANINE ACHINPresident-$0--
DAVID KENTTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-RUMFORD, RI, US$1,000
Paid Grant-SCHOLARSHIP-RIVERSIDE, RI, US$1,000
Paid Grant-SCHOLARSHIP-SEEKONK, MA, US$1,000
Paid Grant-SCHOLARSHIP-SEEKONK, MA, US$1,000
Filing and Contact Details

Filer

EIN
05-0451409
Raw XML Appendix366 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
CompensationExplanation/Compensation/PersonName0JOHN L GARCEAU
CompensationExplanation/Compensation/PersonName1JOSEPH KUMIEGA
CompensationExplanation/Compensation/PersonName2DAVID MURPHY
CompensationExplanation/Compensation/PersonName3JEANINE ACHIN
CompensationExplanation/Compensation/PersonName4DAVID KENT
GeneralExplanationAttachment/GeneralExplanation/Identifier0GENERAL ELECTIONS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue08054
InvestmentsOtherSchedule2/InvestmentsOther/BookValue17964
InvestmentsOtherSchedule2/InvestmentsOther/BookValue28349
InvestmentsOtherSchedule2/InvestmentsOther/BookValue37988
InvestmentsOtherSchedule2/InvestmentsOther/BookValue44681
InvestmentsOtherSchedule2/InvestmentsOther/BookValue55574
InvestmentsOtherSchedule2/InvestmentsOther/BookValue67654
InvestmentsOtherSchedule2/InvestmentsOther/BookValue77372
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0COLUMBIA BOND FUND "T"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1COLUMBIA CONTRARIAN CORE FUND "T"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2COLUMBIA LIFEGOAL BAL FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3COLUMBIA CAPITAL ALLOC MODER AGGR"T"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4COLUMBIA MID CAP GROWTH "T"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5COLUMBIA MULTI ADVISOR INTERN EQ "A"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6COLUMBIA DIVERSIFIED BOND FUND "A"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7COLUMBIA INTERMEDIATE BOND FUND "A"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8COLUMBIA EQ VAL FD "A"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9COLUMBIA MID CAP GROWTH FUND "A"
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10COLUMBIA MID CAP GROWTH OPP FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV07889
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV19564
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV28524
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV38239
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0893
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01899
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01899
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0893
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01006
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01006
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1241
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01493
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0893
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01886
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0127
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0127
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm013
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps04127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss04140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0127
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0140
IRS990PF/BalanceSheets/CashBOY01385
IRS990PF/BalanceSheets/CashEOY0190
IRS990PF/BalanceSheets/CashEOYFMV0190
IRS990PF/BalanceSheets/InvestmentsOtherBOY057687
IRS990PF/BalanceSheets/InvestmentsOtherEOY057636
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV059642
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0133
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0138
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0138
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IRS990PF/BalanceSheets/TotalAssetsEOY057964
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY057964
IRS990PF/BalanceSheets/UnrestrictedBOY059205
IRS990PF/BalanceSheets/UnrestrictedEOY057964
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02006-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-04-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0COLUMBIA CONTRARIAN CORE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1241
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal057964
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY059205
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY057964
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02906
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02906
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02906
IRS990PF/DistributableAmount/MinimumInvestmentReturn02944
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome038
IRS990PF/DistributableAmount/TotalTax038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome038
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue038
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY059970
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets059778
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01891
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities057887
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0897
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02944
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets058881
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets059778
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN L GARCEAU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOSEPH KUMIEGA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID MURPHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JEANINE ACHIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DAVID KENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1051 TEE JAY DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11184 RIVERSIDE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1223 MORRA WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine139 STONEY BROOK ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine148 MCGRAW COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SEEKONK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1EAST PROVIDENCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2EAST PROVIDENCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3REHOBOTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4EAST GREENWICH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002771
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102915
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202916
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode402818
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.072364
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1056338
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2057802
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3053356
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4051155
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5069413
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome019
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions04127
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear104114
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear204118
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear304117
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear404130
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504141
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.361820
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions04127
IRS990PF/QualifyingDistributions/ExpensesAndContributions04127
IRS990PF/QualifyingDistributions/QualifyingDistributions04127
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber18
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE EDUCATIONAL TRUST PROVIDES SCHOLARSHIPS TO QUALIFIED STUDENTS FROM FUNDS WHICH INCLUDE INTEREST AND DIVIDENDS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1EARNED ON SAVINGS AND INVESTMENTS.
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOHN L GARCEAU TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04014384860
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10680 WARREN AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0EAST PROVIDENCE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0RI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002914
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0RI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED APPLICATION FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0STEPHEN J PROPATIER SEE NOTE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05083369007
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10EPROV/SEEKONK ROTARY SCHOL COMM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine20PO BOX 14303
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0EAST PROVIDENCE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002914
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE PURPOSE OF THIS TRUST IS TO CREATE EDUCATIONAL OPPORTUNITIES FOR DESERVING RESIDENTS OF THE COMMUNITIES SERVICED BY THE ROTARY CLUB OF EAST PROVIDENCE, NAMELY EAST PROVIDENCE, RHODE ISLAND AND SEEKONK, MASSACHUSETTS. CURRENT MEMBERS OF THE ROTARY CLUB OF EAST PROVIDENCE AND THEIR DIRECT LINEAL DESCENDANTS ARE INELIGIBLE. CANDIDATES FOR SELECTION MUST BE GRADUATING SENIORS OF A HIGH SCHOOL LOCATED WITHIN THE COMMUNITIES SERVICED BY THE ROTARY CLUB OF EAST PROVIDENCE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0DEADLINE IS DETERMINED ANNUALLY. THE DEADLINE FOR THIS FISCAL YEAR WAS MARCH 13, 2013.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0DAKOTA DOLDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1HANNAH DROLET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2EMILY PETRIE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3HOLLY SHILLAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1045 WEEDEN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1145 PLANET AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12104 WALKER STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1358 ELEANOR DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0RUMFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1RIVERSIDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SEEKONK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SEEKONK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002916
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102915
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202771
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302771
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship0DISBURSEMENT OF TRUST FUNDS IS MADE AT THE DIRECTION OF THE BOARD OF DIRECTORS OF THE 501(C)(4) ORGANIZATION.
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine10ROTARY CLUB OF
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine20E PROVIDENCE/SEEKONK
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization0501(C)(4)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02906
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02906
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101323
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201246
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301469
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401604
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50777
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50777
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06863
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01221
IRS990PF/UndistributedIncome/ExcessFromYear101323
IRS990PF/UndistributedIncome/ExcessFromYear201246
IRS990PF/UndistributedIncome/ExcessFromYear301469
IRS990PF/UndistributedIncome/ExcessFromYear401604
IRS990PF/UndistributedIncome/QualifyingDistributions04127
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01221
IRS990PF/UndistributedIncome/TotalCorpus07640
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover06419
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK AND INVESTMENT CHARGES
OtherExpensesSchedule/OtherExpenses/Description2FILING FEE
OtherExpensesSchedule/OtherExpenses/Description3SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps036
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps150
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps241
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks036
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks241
TaxesSchedule/Taxes/Amount013
TaxesSchedule/Taxes/Category0990-PF TAX
TaxesSchedule/Taxes/NetInvestmentIncome013
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0050451409
ReturnHeader/Filer/Name/BusinessNameLine10EAST PROVIDENCE ROTARY
ReturnHeader/Filer/Name/BusinessNameLine20EDUCATIONAL TRUST
ReturnHeader/Filer/NameControl0EAST
ReturnHeader/Filer/USAddress/AddressLine10C/O JGARCEAUTRUSTEE PO BOX 14303
ReturnHeader/Filer/USAddress/City0EAST PROVIDENCE
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002914
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-05
ReturnHeader/Officer/Name0JOHN L GARCEAU
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LEROUX & GARCEAU LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10680 WARREN AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0EAST PROVIDENCE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0029141499
ReturnHeader/Preparer/Name0PAUL J HUOT CPA
ReturnHeader/Preparer/Phone04014384860
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-07T14:36:25-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,964
Liabilities
$0
Net assets
$57,964
Revenue
$2,899
Expenses
$4,140
Net income
-$1,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$92.1$0.00$92.1$9.02$4.01$5.01
2024Detailed filing. Detailed filing data is available for this year.$84.0$0.00$84.0$1.03$3.94$2.91
2023Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$10.7$3.88$6.80
2022Detailed filing. Detailed filing data is available for this year.$69.1$0.00$69.1$7.63$3.95$3.68
2021Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$4.97$4.87$0.10
2020Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$4.43$4.33$0.10
2019Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$14.4$3.32$11.1
2018Detailed filing. Detailed filing data is available for this year.$65.5$0.00$65.5$7.17$4.26$2.92
2017Detailed filing. Detailed filing data is available for this year.$62.6$0.00$62.6$4.62$4.20$0.42
2016Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$6.12$4.30$1.82
2015Detailed filing. Detailed filing data is available for this year.$60.4$0.00$60.4$5.18$4.22$0.96
2014Detailed filing. Detailed filing data is available for this year.$59.4$0.00$59.4$5.63$4.17$1.46
2013Detailed filing. Detailed filing data is available for this year.$58.0$0.00$58.0$2.90$4.14$1.24
2012Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$4.14
2011Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$4.14