Civic Intelligence

Rotary District 712 Foundation

990EZ • Fiscal year 2023 • EIN 22-2505538

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization ProfileN/A
1025 Sutherland WayVictor, NY 14564-1516

(585) 851-1925

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$8,112

Flat from 2023

Net Assets

$8,112

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$5,118

Flat from 2023

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10K$5.0K$0Assets 2011: $6,778Liabilities 2011: $02011Assets 2012: $7,892Liabilities 2012: $02012Assets 2013: $9,160Liabilities 2013: $02013Assets 2014: $7,683Liabilities 2014: $02014Assets 2015: $5,848Liabilities 2015: $02015Assets 2016: $7,640Liabilities 2016: $02016Assets 2017: $6,092Liabilities 2017: $02017Assets 2018: $7,800Liabilities 2018: $02018Assets 2019: $9,162Liabilities 2019: $02019Assets 2020: $6,093Liabilities 2020: $02020Assets 2021: $9,349Liabilities 2021: $02021Assets 2022: $4,844Net Assets 2022: $4,8442022Assets 2023: $8,112Net Assets 2023: $8,1122023Assets 2023: $8,112Liabilities 2023: $02023Assets 2024: $7,939Liabilities 2024: $02024Assets 2025: $7,367Net Assets 2025: $7,3672025

Highlighted filing

2023

Assets$8,112
Liabilities-
Net Assets$8,112
Open 2023 Filing

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $18,144Expenses 2011: $17,547Net Income 2011: $5972011Revenue 2012: $5,013Expenses 2012: $3,899Net Income 2012: $1,1142012Revenue 2013: $6,904Expenses 2013: $5,636Net Income 2013: $1,2682013Revenue 2014: $5,103Expenses 2014: $6,580Net Income 2014: -$1,4772014Revenue 2015: $4,862Expenses 2015: $6,697Net Income 2015: -$1,8352015Revenue 2016: $6,502Expenses 2016: $4,710Net Income 2016: $1,7922016Revenue 2017: $6,752Expenses 2017: $8,300Net Income 2017: -$1,5482017Revenue 2018: $5,485Expenses 2018: $3,777Net Income 2018: $1,7082018Revenue 2019: $7,828Expenses 2019: $6,466Net Income 2019: $1,3622019Revenue 2020: $3,177Expenses 2020: $6,246Net Income 2020: -$3,0692020Revenue 2021: $5,515Expenses 2021: $2,259Net Income 2021: $3,2562021Revenue 2022: $2,0072022Revenue 2023: $5,1182023Revenue 2023: $5,118Expenses 2023: $0Net Income 2023: $5,1182023Revenue 2024: $3,002Expenses 2024: $0Net Income 2024: $3,0022024Revenue 2025: $2,002Expenses 2025: $174Net Income 2025: $1,8282025

Highlighted filing

2023

Revenue$5,118
Expenses-
Net Income-
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$5,118
Mission and Program Overview

Mission

Support Rotary District Charity and International Projects

Program Services

DescriptionGrantsExpenses
Sponsor General Solicitation fund raising to support ongoingscholarships for orphans at Malawi Children's Villagea 501(c)(3)that provides skills training for self support$0$1,850
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J Weldgen Less than 1 hrmontPresident&Treasurer-$0--
John Hall less than 1 hrmonthSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 712 Foundation
EIN
22-2505538
Phone
5858511925
Address
1025 Sutherland Way, Victor, NY 14564-1516

Signing Officer

Name
Thomas J Weldgen
Title
President&Treasurer
Phone
5858511925
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Weldgen
Address
1025 Sutherland Way, Victor, NY 14564
Preparer
Thomas Weldgen
Phone
5853987614
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“"Amazon Smiles"receipts designated to Foundation 16.”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Thomas J Weldgen
IRS990EZ/BooksInCareOfDetail/PhoneNum05858511925
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01025 Sutherland Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Victor
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0145641516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08112
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05118
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04844
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08112
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt05118
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04844
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08112
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04844
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas J Weldgen Less than 1 hrmont
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Hall less than 1 hrmonth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President&Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1850
IRS990EZ/OtherRevenueTotalAmt016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Rotary District Charity and International Projects
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsor General Solicitation fund raising to support ongoingscholarships for orphans at Malawi Children's Villagea 501(c)(3)that provides skills training for self support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt01850
IRS990EZ/TotalRevenueAmt05118
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Amazon Smiles 2019: 4. 2020: 12. 2021: 5. 2022: 16.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020320
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/OtherIncome170Grp/TotalAmt037
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt020320
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020320
IRS990ScheduleA/TotalSupportAmt020366
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0"Amazon Smiles"receipts designated to Foundation 16.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
ReasonableCauseExplanation/ExplanationTxt0Return was due by 11/15/2023 for this June year end. I thought I filed an extension on line, on 11/9/23 before Veterans Day but when I went back to file in January, the extension was not transmitted/accepted at IRS. Tried to track down and correct this on line but could not. I am clearly late and was not trying to delay for any purpose. The Foundation is a very small entity with only 2 to 4 receipts per year and we only fund 1 or 2 other qualified 501(c) (3) charities. No one is paid anything for any services, I pay for and file the returns on line. We only have between $3500 and $8000 in our account at end of each year. Despite my obvious stupidity, I can only simply and respectfully request that you please reduce or remove the daily late filing penalty in this case. I apologize and hope you can see fit to reduce any penalty to a smaller amount as the entity cannot pay and I will have to pay this myself. Further, there is no tax due and has not been any in past, based on how we operate and the other charities we support. Thank you for your consideration.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Weldgen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President&Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05858511925
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary District 712 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0222505538
ReturnHeader/Filer/PhoneNum05858511925
ReturnHeader/Filer/USAddress/AddressLine1Txt01025 Sutherland Way
ReturnHeader/Filer/USAddress/CityNm0Victor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0145641516
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas Weldgen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01025 Sutherland Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Victor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014564
ReturnHeader/PreparerPersonGrp/PhoneNum05853987614
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Weldgen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-09T14:18:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Weldgen
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,112
Liabilities
-
Net assets
$8,112
Revenue
$5,118
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.37$7.37$2.00$0.17$1.83
2024Summary only. Only limited summary data is available for this year.$7.94$0.00$3.00$0.00$3.00
2023Detailed filing. Detailed filing data is available for this year.$8.11$8.11$5.12
2023Summary only. Only limited summary data is available for this year.$8.11$0.00$5.12$0.00$5.12
2022Detailed filing. Detailed filing data is available for this year.$4.84$4.84$2.01
2021Summary only. Only limited summary data is available for this year.$9.35$0.00$5.52$2.26$3.26
2020Summary only. Only limited summary data is available for this year.$6.09$0.00$3.18$6.25$3.07
2019Summary only. Only limited summary data is available for this year.$9.16$0.00$7.83$6.47$1.36
2018Summary only. Only limited summary data is available for this year.$7.80$0.00$5.49$3.78$1.71
2017Summary only. Only limited summary data is available for this year.$6.09$0.00$6.75$8.30$1.55
2016Summary only. Only limited summary data is available for this year.$7.64$0.00$6.50$4.71$1.79
2015Summary only. Only limited summary data is available for this year.$5.85$0.00$4.86$6.70$1.84
2014Summary only. Only limited summary data is available for this year.$7.68$0.00$5.10$6.58$1.48
2013Summary only. Only limited summary data is available for this year.$9.16$0.00$6.90$5.64$1.27
2012Summary only. Only limited summary data is available for this year.$7.89$0.00$5.01$3.90$1.11
2011Summary only. Only limited summary data is available for this year.$6.78$0.00$18.1$17.5$0.60