Civic Intelligence

Wakefield Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2011 • EIN 06-1492650

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 06, 2012

Organization Profile
PO Box 38202880
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$322,681

Flat from 2011

Net Assets

$322,681

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$74,707

Flat from 2011

Expenses

Flat

$17,674

Flat from 2011

Net Income

Flat

$57,033

Flat from 2011

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $322,681Net Assets 2011: $322,6812011Assets 2011: $322,681Liabilities 2011: $02011Assets 2012: $316,144Liabilities 2012: $0Net Assets 2012: $316,1442012Assets 2013: $369,357Liabilities 2013: $0Net Assets 2013: $369,3572013Assets 2014: $422,306Liabilities 2014: $0Net Assets 2014: $422,3062014Assets 2015: $435,528Liabilities 2015: $0Net Assets 2015: $435,5282015Assets 2016: $470,652Liabilities 2016: $0Net Assets 2016: $470,6522016Assets 2017: $537,926Liabilities 2017: $0Net Assets 2017: $537,9262017Assets 2018: $573,985Liabilities 2018: $650Net Assets 2018: $573,3352018Assets 2019: $563,785Liabilities 2019: $0Net Assets 2019: $563,7852019Assets 2020: $537,804Liabilities 2020: $1,200Net Assets 2020: $536,6042020Assets 2021: $677,896Liabilities 2021: $0Net Assets 2021: $677,8962021Assets 2022: $609,218Liabilities 2022: $0Net Assets 2022: $609,2182022Assets 2023: $700,011Liabilities 2023: $0Net Assets 2023: $700,0112023Assets 2024: $762,100Liabilities 2024: $0Net Assets 2024: $762,1002024Assets 2025: $816,822Liabilities 2025: $0Net Assets 2025: $816,8222025

Highlighted filing

2011

Assets$322,681
Liabilities-
Net Assets$322,681
Open 2011 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $74,707Expenses 2011: $17,674Net Income 2011: $57,0332011Revenue 2011: $74,707Expenses 2011: $17,674Net Income 2011: $57,0332011Revenue 2012: $29,711Expenses 2012: $36,248Net Income 2012: -$6,5372012Revenue 2013: $71,596Expenses 2013: $18,383Net Income 2013: $53,2132013Revenue 2014: $88,571Expenses 2014: $35,622Net Income 2014: $52,9492014Revenue 2015: $34,707Expenses 2015: $21,485Net Income 2015: $13,2222015Revenue 2016: $61,289Expenses 2016: $26,165Net Income 2016: $35,1242016Revenue 2017: $36,307Expenses 2017: $19,539Net Income 2017: $16,7682017Revenue 2018: $40,205Expenses 2018: $21,483Net Income 2018: $18,7222018Revenue 2019: $13,760Expenses 2019: $43,874Net Income 2019: -$30,1142019Revenue 2020: $12,152Expenses 2020: $42,441Net Income 2020: -$30,2892020Revenue 2021: $31,523Expenses 2021: $35,442Net Income 2021: -$3,9192021Revenue 2022: $25,480Expenses 2022: $10,804Net Income 2022: $14,6762022Revenue 2023: $102,556Expenses 2023: $11,763Net Income 2023: $90,7932023Revenue 2024: $105,303Expenses 2024: $43,214Net Income 2024: $62,0892024Revenue 2025: $118,223Expenses 2025: $63,501Net Income 2025: $54,7222025

Highlighted filing

2011

Revenue$74,707
Expenses$17,674
Net Income$57,033
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 6, 2012
Return Version
2010v3.2
Mission and Program Overview

Mission

Educational and Charitable Grants

Filing and Contact Details

Filer

EIN
06-1492650
Raw XML Appendix206 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
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IRS990EZ/CashSavingsAndInvestments/BOY0265648
IRS990EZ/CashSavingsAndInvestments/EOY0322681
IRS990EZ/ContributionsGiftsGrantsEtc013550
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear057033
IRS990EZ/FeesAndOthPymtToIndContractors03825
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrossReceipts074707
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome0290
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0265648
IRS990EZ/NetAssetsOrFundBalancesBOY0265648
IRS990EZ/NetAssetsOrFundBalances/EOY0322681
IRS990EZ/NetAssetsOrFundBalancesEOY0322681
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1014 Robinson Street
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11150 Silver Lake Avenue
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12630 Rose Hill Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13249 Woodruff Ave
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine14126 Hundred Acre Pond
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1564 Ocean Avenue
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Narragansett
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Wakefield
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2South Kingstown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3Wakefield
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4West Kingston
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5Wakefield
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5RI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode002882
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode102879
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode202879
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode302879
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode402892
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode502879
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Sandy Cutting
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Russell Bertrand
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Darlene Lepore
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Frances M Alexakos
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Stephen R White
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5C Charles Paolino
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Director
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal013708
IRS990EZ/OtherRevenueTotal060867
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Grants for educational and charitable purposes.
IRS990EZ/PrintingPublicationsPostage0141
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The Wakefield Rotary Charitable Foundation donates annually to the Rotary International Foundation in order to further the work of the Rotary International Foundation in promoting peace, fighting hunger, and improving the lives of people throughout the world.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1The Wakefield Rotary Charitable Foundation uses its resources to promote academic achievement among students in the community through scholarships.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01865
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses111250
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10150 Silver Lake Avenue
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Wakefield
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0RI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode002879
IRS990EZ/TheBooksAreInCareOf/NamePerson0Russell A Bertand
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04017891100
IRS990EZ/TotalAssets/BOY0265648
IRS990EZ/TotalAssets/EOY0322681
IRS990EZ/TotalExpenses017674
IRS990EZ/TotalRevenue074707
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear029550
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year055460
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years09844
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years038706
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years013150
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0146710
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0290
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0341
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years06174
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years01614
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years05657
IRS990ScheduleA/GrossInvestmentIncome509/Total014076
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total00
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0290
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0341
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years06174
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years01614
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years05657
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total014076
IRS990ScheduleA/InvestmentIncomePercentage00.07980
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/CurrentTaxYear044867
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year015584
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years0-33047
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years0-19780
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years07891
IRS990ScheduleA/OtherIncome509/Total015515
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PriorYrInvestIncomePercentage00.12780
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.83220
IRS990ScheduleA/PublicSupportTotal5090146710
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear029550
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year055460
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years09844
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years038706
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years013150
IRS990ScheduleA/Total509/Total0146710
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear074707
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year071385
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0-17029
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years020540
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years026698
IRS990ScheduleA/TotalSupportTotal/Total0176301
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Supplies $354
IRS990ScheduleO/GeneralExplanation/Explanation1Other Donations $1865
IRS990ScheduleO/GeneralExplanation/Explanation2Scholarship Disbursements $11250
IRS990ScheduleO/GeneralExplanation/Explanation3Insurance $239
IRS990ScheduleO/GeneralExplanation/Explanation4Rotary Club of Wakefield $16000
IRS990ScheduleO/GeneralExplanation/Explanation5Growth of DAF $44867
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 8.2
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 8.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Revenue.2
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Revenue.1
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0061492650
ReturnHeader/Filer/Name/BusinessNameLine10Wakefield Rotary Charitable Foundation
ReturnHeader/Filer/NameControl0WAKE
ReturnHeader/Filer/USAddress/AddressLine10PO Box 382
ReturnHeader/Filer/USAddress/City0Wakefield
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002880
ReturnHeader/Officer/DateSigned02012-03-06
ReturnHeader/Officer/Name0Russell Bertrand
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WISEHART INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101767 SOUTH RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0KINGSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0028811775
ReturnHeader/Preparer/Name0Betsy C Wisehart CPA
ReturnHeader/Preparer/Phone04017924800
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-06T06:28:35-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$322,681
Liabilities
-
Net assets
$322,681
Revenue
$74,707
Expenses
$17,674
Net income
$57,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$0.00$8.17$1.18$0.64$0.55
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$1.05$0.43$0.62
2023Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$1.03$0.12$0.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.25$0.11$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.00$6.78$0.32$0.35$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.01$5.37$0.12$0.42$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.00$5.64$0.14$0.44$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.01$5.73$0.40$0.21$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$0.00$5.38$0.36$0.20$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.61$0.26$0.35
2015Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.35$0.21$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.89$0.36$0.53
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.69$0.00$3.69$0.72$0.18$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.30$0.36$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$3.23$0.75$0.18$0.57
2011Summary only. Only limited summary data is available for this year.$3.23$0.00$0.75$0.18$0.57