Civic Intelligence

Wakefield Rotary Charitable Foundat

EIN 06-1492650 • 501(c)3 • Wakefield, RI

Profile

Educational and Charitable Grants

PO Box 382Wakefield, RI 02880-0382
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$816,822

Up $54,722 (+7.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$816,822

Up $54,722 (+7.2%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin88th percentile

Revenue

Up

$118,223

Up $12,920 (+12%) from 2024

Expenses

Up

$63,501

Up $20,287 (+47%) from 2024

Net Income

Down

$54,722

Down $7,367 (-12%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 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

2025

Assets$816,822
Liabilities$0
Net Assets$816,822
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 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

2025

Revenue$118,223
Expenses$63,501
Net Income$54,722
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$816,822
Liabilities
$0
Net assets
$816,822
Revenue
$118,223
Expenses
$63,501
Net income
$54,722
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
2011Summary only. Only limited summary data is available for this year.$3.23$0.00$0.75$0.18$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$118,223
Mission and Program Overview

Mission

Educational and Charitable Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$734,201$780,419▲ $46,218
Cash and Non-Interest-Bearing Accounts$27,899$36,403▲ $8,504
Total Assets$762,100$816,822▲ $54,722
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$735,100$781,822▲ $46,722
Net Assets With Donor Restrictions$27,000$35,000▲ $8,000
Total Net Assets Fund Balance$762,100$816,822▲ $54,722
Total Liabilities and Net Assets / Fund Balance$762,100$816,822▲ $54,722
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Russell BertrandChair
Harvey WhitleyDirector
Sandra CuttingDirector
Laurie HortonSecetary
James W BlackerbyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,864
Program Service Revenue
$0
Investment Income
$90,359
Other Revenue
$0
All Other Contributions
$27,864
Change in Net Assets
$54,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,862
Other Expenses$7,639
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,862--$37,862
Foreign Grants$18,000--$18,000
Fees for Service Investment Mgmnt Fees-$5,780-$5,780
Insurance-$1,183-$1,183
Fees for Services Accounting-$650-$650
Fees for Services Legal-$22-$22
Office Expenses-$4-$4
Total Functional Expenses$55,862$7,639$0$63,501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“Written minutes of all governing board meetings and decisions are taken and maintained.”

Form 990 governing body review Part VI line 11

“The Board strictly adheres to its conflict of interest policies.”

Conflict of interest policy compliance Part VI line 12C

“The Board adheres to a rigorous and thorough document retention policy.”

Governing documents etc available to public Part VI line 19

“The Organizations bylaws and other governing documents are available to all interested parties upon request.”

Filing and Contact Details

Filer

Filer Name
Wakefield Rotary Charitable Foundat
EIN
06-1492650
In Care Of
% James Blackerby
Address
PO Box 382, Wakefield, RI 02880-0382

Signing Officer

Name
James Blackerby
Title
Treasurer
Signed
2025-10-15
Discuss with paid preparer
No

Organization Details

Formed
1997
Legal Domicile
Ri
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Wisehart Inc
Address
PO Box 881449, Port Saint Lucie, FL 34988
Preparer
Betsy C Wisehart CPA
Phone
4017924800
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Unrealized Loss on Investments”

Raw XML Appendix357 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Educational and Charitable Grants
IRS990/AllOtherContributionsAmt027864
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0Stephen R White
IRS990/BooksInCareOfDetail/PhoneNum04017323939
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 382
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wakefield
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002880
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt027899
IRS990/CashNonInterestBearingGrp/EOYAmt036403
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt027864
IRS990/CYGrantsAndSimilarPaidAmt055862
IRS990/CYInvestmentIncomeAmt090359
IRS990/CYOtherExpensesAmt07639
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt054722
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt063501
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118223
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The Wakefield Rotary Charitable Foundation uses its resources to assist local charitable organizations.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt027000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt035000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt055862
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0650
IRS990/FeesForServicesAccountingGrp/TotalAmt0650
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt022
IRS990/FeesForServicesLegalGrp/TotalAmt022
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05780
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05780
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt018000
IRS990/ForeignGrantsGrp/TotalAmt018000
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Laurie Horton
IRS990/Form990PartVIISectionAGrp/PersonNm1Sandra Cutting
IRS990/Form990PartVIISectionAGrp/PersonNm2James W Blackerby
IRS990/Form990PartVIISectionAGrp/PersonNm3Russell Bertrand
IRS990/Form990PartVIISectionAGrp/PersonNm4Harvey Whitley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secetary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt037862
IRS990/GrantsToDomesticOrgsGrp/TotalAmt037862
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0118223
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01183
IRS990/InsuranceGrp/TotalAmt01183
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt090359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090359
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0734201
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0780419
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0RI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Educational and Charitable Grants
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0762100
IRS990/NetAssetsOrFundBalancesEOYAmt0816822
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0735100
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0781822
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04
IRS990/OfficeExpensesGrp/TotalAmt04
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease.
IRS990/ProgSrvcAccomActy3Grp/Desc0the wakefield Rotary Charitable Foundation uses its resources to assist carefull vetted international charities.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt019250
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt034288
IRS990/PYInvestmentIncomeAmt086053
IRS990/PYOtherExpensesAmt08926
IRS990/PYRevenuesLessExpensesAmt062089
IRS990/PYTotalExpensesAmt043214
IRS990/PYTotalRevenueAmt0105303
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt054722
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0105037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04617
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04501
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03980
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03992
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04617
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03992
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020126
IRS990ScheduleA/InvestmentIncomeCYPct00.16000
IRS990ScheduleA/InvestmentIncomePYPct00.18000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83920
IRS990ScheduleA/PublicSupportPY509Pct00.82080
IRS990ScheduleA/PublicSupportTotal509Amt0105037
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015870
IRS990ScheduleA/Total509Grp/TotalAmt0105037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018906
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0125163
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Written minutes of all governing board meetings and decisions are taken and maintained.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board strictly adheres to its conflict of interest policies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board adheres to a rigorous and thorough document retention policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organizations bylaws and other governing documents are available to all interested parties upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Unrealized Loss on Investments
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Rotary Club of Wakefield
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0056035637
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0RI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Community Service Organization of Volunteers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 382
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Wakefield
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0RI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002880
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0762100
IRS990/TotalAssetsEOYAmt0816822
IRS990/TotalAssetsGrp/BOYAmt0762100
IRS990/TotalAssetsGrp/EOYAmt0816822
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027864
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07639
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055862
IRS990/TotalFunctionalExpensesGrp/TotalAmt063501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0762100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0816822
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055862
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt090359
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118223
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0762100
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0816822
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BLACKERBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wakefield Rotary Charitable Foundat
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0061492650
ReturnHeader/Filer/InCareOfNm0% James Blackerby
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 382
ReturnHeader/Filer/USAddress/CityNm0Wakefield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0028800382
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050510119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wisehart Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 881449
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Saint Lucie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034988
ReturnHeader/PreparerPersonGrp/PhoneNum04017924800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETSY C WISEHART CPA
ReturnHeader/ReturnTs02025-11-17T17:46:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.