Menomonee Falls Rotary Trust, Rotary Club Of Menomonee Falls in Waukesha, Wisconsin (WI)
Table of contents:
| Menomonee Falls Rotary Trust, Rotary Club Of Menomonee Falls | |
| Employer Identification Number (EIN) | 396553703 |
| Name of Organization | Menomonee Falls Rotary Trust |
| Secondary Name | Rotary Club Of Menomonee Falls |
| In Care of Name | Don Broesch |
| Address | C/O Broesch Co1733 Manhattan Dr, Waukesha, WI 53186 |
| Activities | Fundraising, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $2,746 |
| Amount of Income | $4,269 |
| Form 990 Revenue Amount | $4,269 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
Non-representatives - add comments:
Amount of income in 2013: $4,269 (it was $1 in 2012)
| Menomonee Falls Rotary Trust, Rotary Club Of Menomonee Falls: | $4,269 |
| Other organizations performing similar types of work: | $124,396 |
Assets in 2013: $2,746 (it was $2,503 in 2012)
| This organization: | $2,746 |
| Other organizations performing similar types of work: | $313,863 |
Expenses in 2013: $4,026
| Menomonee Falls Rotary Trust, Rotary Club Of Menomonee Falls: | $4,026 |
| Other organizations performing similar types of work: | $64,100 |
Income to expenses ratio in 2013: 1.1
| This organization: | 1.1 |
| Other organizations performing similar types of work: | 1.5 |
Grants share in income in 2013: 100.0%
| This organization: | 100.0% |
| Other organizations performing similar types of work: | 0.6% |
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $14 | $1 | $4,269 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $4,267 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $14 | $1 | $2 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $7,605 | $0 | $4,026 |
| Total net assets | $2,502 | $2,503 | $2,746 |
| Excess/Deficit for the year | $-7,591 | $1 | $243 |
| Net assets or fund balances at beginning of year | $10,093 | $2,502 | $2,503 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $2,503 | $2,746 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $2,502 | $2,503 | $2,746 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $2,502 | $2,503 | $2,746 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $46,266 |
| Subtotal | $46,266 |
| Gifts, grants, contributions, and membership fees received | $46,266 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $0 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $46,794 |
| Public support | $46,266 |
| Subtotal | $528 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $528 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
  |
| Wisconsin Conservatory Of Music Inc in Milwaukee, WI |
Milwaukee Striders Track Club Inc, Joe Sims' Milwaukee Striders Track Club in Milwaukee, WI
 |
|
Crossroads Outreach Center Inc in Ashland, WI
|
|
The Butler Community Foundation Inc in Butler, WI
|
| Shih Tzu Rescue Of Central Wi Inc in Schofield, WI |
| Two Left Paws Animal Sanctuary Inc in Sheboygan, WI |
|
Pell Lake St Marys Memorial Food Pantry Inc in Pell Lake, WI
|
|
Friends Of Foxfire Society in Marshfield, WI
|
|
Mama Deltas Lovehouse in Milwaukee, WI
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tony Patino Fellowship Trust 783352 | PO BOX 1297, New York, NY 10008-1297 | NY | 1997-10 | $1,573,984 |
| 2 | Pakis Family Foundation | 2201 E Camelback Rd Ste 405b, Phoenix, AZ 85016-3431 | AZ | 1997-02 | $27,278,652 |
| 3 | The James I Harrison Family Foundation Inc | 3925 Rice Mine Rd Ne, Tuscaloosa, AL 35406-1523 | AL | 1997-10 | $9,979,448 |
| 4 | The Clarence & Martha Jones Family Foundation | 6170 Chaise Ct, Reno, NV 89519-7329 | NV | 1996-07 | $7,227,624 |
| 5 | Aurora Health Foundation Inc | 750 W VIRGINIA ST PO BOX 341180, Milwaukee, WI 53234 | WI | 1983-04 | $2,007,231 |
| 6 | St Pirans Foundation, Boyce Thomas C & Iunia L Co Ttees | 6536 Hillcrest Dr, Wauwatosa, WI 53213-2462 | WI | 1998-04 | $689,792 |
| 7 | Wisconsin Breast Cancer Showhouse Inc | PO BOX 170588, Milwaukee, WI 53217-8051 | WI | 1998-05 | $518,823 |
| 8 | Labor Of Love Inc | 1484 W South Park Ave, Oshkosh, WI 54902-6677 | WI | 1994-07 | $215,214 |
| 9 | George Colletti Family Foundation | 5105 W Clayton Rd, Madison, WI 53711-5730 | WI | 1998-05 | $155,109 |
| 10 | Pulaski United Foundation Inc | PO BOX 36, Pulaski, WI 54162-0036 | WI | 1976-07 | $112,133 |
| 11 | Richard And Ellen Glaisner Foundation Ltd | 2135 W Dean Rd, River Hills, WI 53217-2097 | WI | 1998-08 | $11,813 |
| 12 | Menomonee Falls Rotary Trust, Rotary Club Of Menomonee Falls | C/O Broesch Co1733 Manhattan Dr, Waukesha, WI 53186 | WI | 1993-05 | $4,269 |
| 13 | Bundles Of Blessings Inc | 4312 North 40th Street, Milwaukee, WI 53216 | WI | 1993-11 | $0 |
| 14 | Chippewa Falls Optimist Foundation Inc | Po Box 873, Chippewa Falls, WI 54729 | WI | 1993-10 | $0 |
| 15 | Hudson Lions Foundation Inc | Po Box 243, Hudson, WI 54016 | WI | 1994-08 | $0 |
| 16 | Janesville Sports Coalition Inc | PO BOX 1148, Janesville, WI 53547-1148 | WI | 1998-05 | $0 |
| 17 | The Friends Of The Caring Place Inc | 810 North East Avenue, Waukesha, WI 53186 | WI | 1998-11 | $0 |
| 18 | The Tony Yaworski Scholarship Fund Inc | 1304 Hammond Ave, Superior, WI 54880-1623 | WI | 1993-11 | $0 |
| 19 | University Of Wisconsin - Madison Allumni Club Of Price County, C-O Tracie L Burkart | N8451 Birch Hill Rd, Phillips, WI 54555-6717 | WI | 1993-04 | $0 |
| 20 | Wisconsin Advanced Telecommunications Foundation Inc | PO BOX 8761, Madison, WI 53708-8761 | WI | 1997-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 1,101 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Menomonee Falls Rotary Trust, Rotary Club Of Menomonee Falls »
Non-representatives - add comments about Menomonee Falls Rotary Trust, Rotary Club Of Menomonee Falls»