Civic Intelligence

Stamford Rotary Trust Fund

990 • Fiscal year 2016 • EIN 06-6068805

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileN/A
PO Box 8180Stamford, CT 06905

(203) 329-2712

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$305,129

Up $4,162 (+1.4%) from 2015

Net Assets

Up

$305,129

Up $4,162 (+1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin76th percentile

Revenue

Up

$44,006

Up $9,239 (+27%) from 2015

Expenses

Up

$35,639

Up $18,721 (+111%) from 2015

Net Income

Down

$8,367

Down $9,482 (-53%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $310,602Liabilities 2011: $02011Assets 2012: $253,274Liabilities 2012: $02012Assets 2013: $262,982Liabilities 2013: $02013Assets 2014: $281,819Liabilities 2014: $0Net Assets 2014: $281,8192014Assets 2015: $300,967Liabilities 2015: $0Net Assets 2015: $300,9672015Assets 2016: $305,129Liabilities 2016: $0Net Assets 2016: $305,1292016Assets 2017: $644,595Liabilities 2017: $0Net Assets 2017: $644,5952017Assets 2018: $658,180Liabilities 2018: $0Net Assets 2018: $658,1802018Assets 2019: $546,517Liabilities 2019: $0Net Assets 2019: $546,5172019Assets 2020: $617,057Liabilities 2020: $0Net Assets 2020: $617,0572020Assets 2021: $948,335Liabilities 2021: $0Net Assets 2021: $948,3352021Assets 2022: $1,028,300Liabilities 2022: $0Net Assets 2022: $1,028,3002022Assets 2023: $1,306,086Liabilities 2023: $0Net Assets 2023: $1,306,0862023Assets 2024: $1,850,740Liabilities 2024: $0Net Assets 2024: $1,850,7402024Assets 2025: $2,237,646Liabilities 2025: $0Net Assets 2025: $2,237,6462025

Highlighted filing

2016

Assets$305,129
Liabilities$0
Net Assets$305,129
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $21,352Expenses 2011: $41,793Net Income 2011: -$20,4412011Revenue 2012: $10,902Expenses 2012: $68,230Net Income 2012: -$57,3282012Revenue 2013: $28,072Expenses 2013: $18,364Net Income 2013: $9,7082013Revenue 2014: $99,298Expenses 2014: $16,535Net Income 2014: $82,7632014Revenue 2015: $34,767Expenses 2015: $16,918Net Income 2015: $17,8492015Revenue 2016: $44,006Expenses 2016: $35,639Net Income 2016: $8,3672016Revenue 2017: $394,534Expenses 2017: $86,196Net Income 2017: $308,3382017Revenue 2018: $307,922Expenses 2018: $316,886Net Income 2018: -$8,9642018Revenue 2019: $294,210Expenses 2019: $400,626Net Income 2019: -$106,4162019Revenue 2020: $393,604Expenses 2020: $300,613Net Income 2020: $92,9912020Revenue 2021: $600,863Expenses 2021: $370,644Net Income 2021: $230,2192021Revenue 2022: $708,970Expenses 2022: $408,767Net Income 2022: $300,2032022Revenue 2023: $589,394Expenses 2023: $476,768Net Income 2023: $112,6262023Revenue 2024: $602,283Expenses 2024: $168,768Net Income 2024: $433,5152024Revenue 2025: $765,768Expenses 2025: $530,364Net Income 2025: $235,4042025

Highlighted filing

2016

Revenue$44,006
Expenses$35,639
Net Income$8,367
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$305,714
Mission and Program Overview

Mission

Educational scholarships and charitable contributions

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$248,361$248,573▲ $212
Cash and Non-Interest-Bearing Accounts$17,364$45,768▲ $28,404
Savings and Temporary Cash Investments$35,242$10,788▼ $24,454
Total Assets$300,967$305,129▲ $4,162
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$300,967$305,129▲ $4,162
Total Net Assets Fund Balance$300,967$305,129▲ $4,162
Total Liabilities and Net Assets / Fund Balance$300,967$305,129▲ $4,162

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$158,534--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Robert GoldmanTrustee, Chairperson
Allan LangTrustee
Falgun JariwalaTrustee
Michael CrawfordTrustee
Richard McknightTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$59,858
Program Service Revenue
$0
Investment Income
$-33,997
Other Revenue
$18,145
All Other Contributions
$59,858
Change in Net Assets
$8,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,639
Grants and Similar Amounts Paid$11,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,000--$10,000
Other Expenses$1,707--$1,707
All Other Expenses$1,670--$1,670
Grants to Domestic Orgs$1,000--$1,000
Total Functional Expenses$35,639$0$0$35,639
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,795
Fundraising Direct Expenses$5,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Neighbors Link$11,500$11,500-$11,500
Golf Outing$5,100$5,100$5,650$-550
Total Events$23,795$23,795$5,650$18,145
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“990 is reviewed by the chairman and/or trustee before filing; a full copy of the 990 is made available to all trustees”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing and policy documents available upon request”

Filing and Contact Details

Filer

Filer Name
Stamford Rotary Trust Fund
EIN
06-6068805
Phone
2033292712
Address
PO BOX 8180, STAMFORD, CT 06905

Signing Officer

Name
Robert Goldman
Title
Chairman
Phone
2033292712
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Goldman
Formed
1962
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Walter J Mckeever & Company LLC
Address
PO BOX 5147 15 VALLEY DRIVE, GREENWICH, CT 06831
Preparer
Denise C Doria
Phone
2036228625
Raw XML Appendix390 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt059858
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01670
IRS990/AllOtherExpensesGrp/TotalAmt01670
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WALTER J MCKEEVER & CO LLC CPA
IRS990/BooksInCareOfDetail/PhoneNum02036228625
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 VALLEY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREENWICH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006831
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt017364
IRS990/CashNonInterestBearingGrp/EOYAmt045768
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059858
IRS990/CYGrantsAndSimilarPaidAmt011000
IRS990/CYInvestmentIncomeAmt0-33997
IRS990/CYOtherExpensesAmt024639
IRS990/CYOtherRevenueAmt018145
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08367
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt035639
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt044006
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS WHO ARE RESIDENTS OF STAMFORD AND THE ADMINISTRATION OF THIS PROGRAM
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt011707
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT GOLDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ALLAN LANG
IRS990/Form990PartVIISectionAGrp/PersonNm2FALGUN JARIWALA
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD MCKNIGHT
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/TitleTxt0TRUSTEE, CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt05650
IRS990/FundraisingGrossIncomeAmt023795
IRS990/GainOrLossGrp/SecuritiesAmt0-43732
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt010000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0212326
IRS990/GrossReceiptsAmt0305714
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09735
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09735
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0248361
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0248573
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0256058
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0300967
IRS990/NetAssetsOrFundBalancesEOYAmt0305129
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-43732
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-43732
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018145
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018145
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4205
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0NEIGHBORS LINK PROJECT
IRS990/OtherExpensesGrp/Desc1DICTIONARY PROJECT
IRS990/OtherExpensesGrp/Desc2TELLABRATION PROJECT
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP PROGRAM
IRS990/OtherExpensesGrp/ProgramServicesAmt014078
IRS990/OtherExpensesGrp/ProgramServicesAmt14271
IRS990/OtherExpensesGrp/ProgramServicesAmt22913
IRS990/OtherExpensesGrp/ProgramServicesAmt31707
IRS990/OtherExpensesGrp/TotalAmt014078
IRS990/OtherExpensesGrp/TotalAmt14271
IRS990/OtherExpensesGrp/TotalAmt22913
IRS990/OtherExpensesGrp/TotalAmt31707
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT GOLDMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE DICTIONARIES TO STUDENTS IN THE STAMFORD SCHOOL SYSTEM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04271
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAMS AND PROJECTS SUPPORTED AND ADMINISTERED BY THE ROTARY TRUST FUND THAT SUPPORT CHARITABLE AND EDUCATIONAL PURPOSES INCLUDE THE FOLLOWING: 1) TELLABRATION PROJECT, 2) NEIGHBORS LINK PROJECT, 3) CLUB PROJECT, 4) REFUGEE PROJECT AND 5) GRANT TO JUNIOR ACHIEVEMENT OF SOUTHWESTERN CONNECTICUT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019661
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07600
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt018489
IRS990/PYOtherExpensesAmt014918
IRS990/PYOtherRevenueAmt08678
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017849
IRS990/PYSalariesCompEmpBnftPaidAmt01000
IRS990/PYTotalExpensesAmt016918
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034767
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08367
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035242
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05629
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0140272
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018695
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34390
IRS990ScheduleA/PublicSupportPY170Pct00.13630
IRS990ScheduleA/PublicSupportTotal170Amt073533
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073533
IRS990ScheduleA/TotalSupportAmt0213805
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt090039
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1158534
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EXCHANGE TRADED FUNDS - FIXED
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXCHANGE TRADED FUNDS - EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0248573
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NEIGHBORS LINK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023795
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018145
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATION SCHOLARSHIPS FOR GRADUATING SENIORS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPLICATION DETAILS WHERE THE POTENTIAL RECIPIENT WILL USE THE SCHOLARSHIP SO THE SELECTION OF RECIPIENTS INCLUDES KNOWLEDGE OF USE IN THE UNITED STATES
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY THE CHAIRMAN AND/OR TRUSTEE BEFORE FILING; A FULL COPY OF THE 990 IS MADE AVAILABLE TO ALL TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING AND POLICY DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL STAMFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0066047075
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 8026
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STAMFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006905
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0300967
IRS990/TotalAssetsEOYAmt0305129
IRS990/TotalAssetsGrp/BOYAmt0300967
IRS990/TotalAssetsGrp/EOYAmt0305129
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt059858
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035639
IRS990/TotalFunctionalExpensesGrp/TotalAmt035639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0300967
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0305129
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt035639
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-15852
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044006
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0300967
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0305129
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0300967
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0305129
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8180
IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006905
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GOLDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02033292712
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAMFORD ROTARY TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0STAM
ReturnHeader/Filer/EIN0066068805
ReturnHeader/Filer/PhoneNum02033292712
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8180
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006905
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061253566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER J MCKEEVER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5147 15 VALLEY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006831
ReturnHeader/PreparerPersonGrp/PhoneNum02036228625
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE C DORIA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T14:42:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$305,129
Liabilities
$0
Net assets
$305,129
Revenue
$44,006
Expenses
$35,639
Net income
$8,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.77$0.53$0.24
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$0.60$0.17$0.43
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.59$0.48$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.71$0.41$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.60$0.37$0.23
2020Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.39$0.30$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.29$0.40$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.31$0.32$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.39$0.09$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.04$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.03$0.02$0.02
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.10$0.02$0.08
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.01$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.02$0.04$0.02