Civic Intelligence

Stamford Rotary Trust Fund

990 • Fiscal year 2017 • EIN 06-6068805

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 15, 2018

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

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

95th percentile

111%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

797%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$644,595

Up $339,466 (+111%) from 2016

Net Assets

Up

$644,595

Up $339,466 (+111%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin97th percentile

Revenue

Up

$394,534

Up $350,528 (+797%) from 2016

Expenses

Up

$86,196

Up $50,557 (+142%) from 2016

Net Income

Up

$308,338

Up $299,971 (+3585%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2017

Assets$644,595
Liabilities$0
Net Assets$644,595
Open 2017 Filing

Operations Trend

Revenue Growth99th 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

2017

Revenue$394,534
Expenses$86,196
Net Income$308,338
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 15, 2018
Return Version
2016v3.0
Gross Receipts
$425,386
Mission and Program Overview

Mission

Educational scholarships and charitable contributions

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$248,573$526,234▲ $277,661
Savings and Temporary Cash Investments$10,788$62,701▲ $51,913
Cash and Non-Interest-Bearing Accounts$45,768$55,660▲ $9,892
Total Assets$305,129$644,595▲ $339,466
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$305,129$644,595▲ $339,466
Total Net Assets Fund Balance$305,129$644,595▲ $339,466
Total Liabilities and Net Assets / Fund Balance$305,129$644,595▲ $339,466

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$344,486--
Compensation and Service Providers
Top Officer Pay49th 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
$385,756
Program Service Revenue
$0
Investment Income
$8,008
Other Revenue
$770
All Other Contributions
$380,017
Change in Net Assets
$308,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,570
Other Expenses$13,626
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,500--$53,500
Grants to Domestic Individuals$15,000--$15,000
Foreign Grants$4,070--$4,070
Fees for Service Investment Mgmnt Fees-$3,304-$3,304
Fees for Services Accounting-$1,504-$1,504
Other Expenses$505$510-$505
All Other Expenses$352$80-$432
Conferences and Meetings-$68-$68
Total Functional Expenses$80,730$5,466$0$86,196
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fairfield County Hospice HouseStamford, CT501c3Support Establishment of Hospice Care Facility$10,000
Future 5Stamford, CT501c3Support Youth Development$10,000
Kids Helping KidsStamford, CT501c3Support Youth Leadership Service Projects$10,000
Roscco Stamford School Community OrganizationStamford, CT501c3Support Safe, Structured & Quality Programs for Families and Their Children$10,000
Stamford Public Education FoundationStamford, CT501c3Support Educational Programs$10,000
Rotary Club of New CanaanNew Canaan, CT501c3Support Project at Domus$2,500
Rotary District FoundationNorth Haven, CT501c3Support District Projects$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,075
Fundraising Direct Expenses$1,305
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
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 11B

“990 is reviewed by the chairman and/or treasurer 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
Allan Lang
Title
Treasurer, as of 7/1/17
Phone
2033292712
Signed
2018-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Falgun Jariwala
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 AppendixShowing 400 of 447 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/AllOtherContributionsAmt0380017
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt080
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0352
IRS990/AllOtherExpensesGrp/TotalAmt0432
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/BOYAmt045768
IRS990/CashNonInterestBearingGrp/EOYAmt055660
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt068
IRS990/ConferencesMeetingsGrp/TotalAmt068
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt05739
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0385756
IRS990/CYGrantsAndSimilarPaidAmt072570
IRS990/CYInvestmentIncomeAmt08008
IRS990/CYOtherExpensesAmt013626
IRS990/CYOtherRevenueAmt0770
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0308338
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt086196
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0394534
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/ExpenseAmt017401
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01504
IRS990/FeesForServicesAccountingGrp/TotalAmt01504
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03304
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03304
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt04070
IRS990/ForeignGrantsGrp/TotalAmt04070
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/PersonNm1RICHARD MCKNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2FALGUN JARIWALA
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4ALLAN LANG
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/FundraisingActivitiesInd00
IRS990/FundraisingAmt05739
IRS990/FundraisingDirectExpensesAmt01305
IRS990/FundraisingGrossIncomeAmt02075
IRS990/GainOrLossGrp/SecuritiesAmt0-703
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt015000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt053500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt053500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028844
IRS990/GrossReceiptsAmt0425386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt08711
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08711
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0248573
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0526234
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt029547
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/NetAssetsOrFundBalancesBOYAmt0305129
IRS990/NetAssetsOrFundBalancesEOYAmt0644595
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-703
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-703
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0770
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0770
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031128
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DICTIONARY PROJECT
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP PROGRAM
IRS990/OtherExpensesGrp/Desc2POSTAGE & PO BOX RENTAL
IRS990/OtherExpensesGrp/Desc3REFUGEE RESETTLEMENT PR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0510
IRS990/OtherExpensesGrp/ProgramServicesAmt04902
IRS990/OtherExpensesGrp/ProgramServicesAmt12401
IRS990/OtherExpensesGrp/ProgramServicesAmt2505
IRS990/OtherExpensesGrp/TotalAmt04902
IRS990/OtherExpensesGrp/TotalAmt12401
IRS990/OtherExpensesGrp/TotalAmt2510
IRS990/OtherExpensesGrp/TotalAmt3505
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FALGUN JARIWALA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO ORGANIZATIONS AND PROJECTS THAT EXCLUSIVELY SUPPORT EDUCATIONAL, CHARITABLE, SCIENTIFIC AND LITERARY PURPOSES THAT SERVE THE COMMUNITIES OF STAMFORD, GREENWICH, DARIEN AND NEW CANAAN, CONNECTICUT. THESE CONTRIBUTIONS FALL INTO THREE CATEGORIES: 1) COMMUNITY GRANTS, 2) COMMUNITY PROJECTS AND 3) INTERNATIONAL PROJECTS. PROGRAM EXPENSES ALSO INCLUDES THE ADMINISTRATION OF THIS PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057922
IRS990/ProgSrvcAccomActy2Grp/GrantAmt057570
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAMS AND PROJECTS SUPPORTED AND ADMINISTERED BY THE ROTARY TRUST FUND THAT SUPPORT CHARITABLE AND EDUCATIONAL PURPOSES INCLUDE THE FOLLOWING: 1) DICTIONARY PROJECT (PROVIDE DICTIONARIES TO STUDENTS IN THE STAMFORD SCHOOL SYSTEM) AND 2) REFUGEE RESETTLEMENT PROJECT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05407
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt059858
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011000
IRS990/PYInvestmentIncomeAmt0-33997
IRS990/PYOtherExpensesAmt024639
IRS990/PYOtherRevenueAmt018145
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt08367
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt044006
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0308338
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010788
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0385756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0458189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt095830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010589
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0143354
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026509
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76170
IRS990ScheduleA/PublicSupportPY170Pct00.34390
IRS990ScheduleA/PublicSupportTotal170Amt0458189
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0385756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0458189
IRS990ScheduleA/TotalSupportAmt0601543
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/BookValueAmt0181748
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1344486
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EXCHANGE TRADED FUNDS - FIXED
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXCHANGE TRADED FUNDS - EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0526234
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATION SCHOLARSHIPS FOR GRADUATING SENIORS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt52500
IRS990ScheduleI/RecipientTable/CashGrantAmt61000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT ESTABLISHMENT OF HOSPICE CARE FACILITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT YOUTH DEVELOPMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT YOUTH LEADERSHIP SERVICE PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT SAFE, STRUCTURED & QUALITY PROGRAMS FOR FAMILIES AND THEIR CHILDREN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPORT EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT PROJECT AT DOMUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUPPORT DISTRICT PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FAIRFIELD COUNTY HOSPICE HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FUTURE 5
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2KIDS HELPING KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROSCCO STAMFORD SCHOOL COMMUNITY ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4STAMFORD PUBLIC EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ROTARY CLUB OF NEW CANAAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ROTARY DISTRICT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0454166197
IRS990ScheduleI/RecipientTable/RecipientEIN1462986201
IRS990ScheduleI/RecipientTable/RecipientEIN2271224284
IRS990ScheduleI/RecipientTable/RecipientEIN3237453537
IRS990ScheduleI/RecipientTable/RecipientEIN4061462359
IRS990ScheduleI/RecipientTable/RecipientEIN5061491478
IRS990ScheduleI/RecipientTable/RecipientEIN6066517478
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE DEN ROAD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1135 ATLANTIC STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2110 LENOX AVE SUITE 102
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt382 SCOFIELDTOWN ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4247 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 62
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6605 WASHINGTON AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STAMFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STAMFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2STAMFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3STAMFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm4STAMFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm5NEW CANAAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm6NORTH HAVEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006902
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd206906
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd306903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd406901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd506840
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd606473
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPLICATION & REQUIRED SUPPORTING INFORMATION DETAILS WHO THE AGENCY/ORGANIZATION REQUESTING A GRANT IS, THEIR HISTORY, COMMUNITY/POPULATION THEY SERVE, PROGRAM/ACTIVITY DESCRIPTIONS ALONG WITH THE INTENDED PURPOSE AND USE OF FUNDS REQUESTED. IF THE RECIPIENT OF A GRANT RECEIVES MORE THAN $2,500, FOLLOW UP/PROGRESS REPORTS ARE REQUIRED TO BE SUBMITTED TO STAMFORD ROTARY TRUST FUND 6 MONTHS AFTER THE RECEIPT OF FUNDS. SCHOLARSHIP APPLICATIONS DETAIL 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 TREASURER 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 11B
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/TotalAssetsBOYAmt0305129
IRS990/TotalAssetsEOYAmt0644595
IRS990/TotalAssetsGrp/BOYAmt0305129
IRS990/TotalAssetsGrp/EOYAmt0644595
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0385756
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05466
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080730
IRS990/TotalFunctionalExpensesGrp/TotalAmt086196
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0305129
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0644595
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt080730
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08778
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0394534
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0305129
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0644595
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$644,595
Liabilities
$0
Net assets
$644,595
Revenue
$394,534
Expenses
$86,196
Net income
$308,338
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
2017Detailed filing. Detailed filing data is available for this year.$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