Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SPRINGFIELD ROTARY FOUNDATION
Employer identification number
37-1225609
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% 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. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
11,388
6,263
3,481
51,766
20,061
92,959
2
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......
54,683
64,916
71,146
48,670
55,201
294,616
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
1,987
1,987
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
66,071
71,179
74,627
100,436
77,249
389,562
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
389,562
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
66,071
71,179
74,627
100,436
77,249
389,562
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
40
732
11
91
74
948
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
40
732
11
91
74
948
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
66,111
71,911
74,638
100,527
77,323
390,510
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
99.760 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
99.760 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0.240 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
0.240 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SPRINGFIELD ROTARY FOUNDATION
Employer identification number
37-1225609
Return Reference
Explanation
Description of other revenue Part I line 8
Description AmountInterest Income 74
List of grants and similar amounts paid Part I line 10
Activity Grant for Hunger Grantee Contact Ministries Street 100 E Adams St City, State, Zip Springfield, IL 62703Relationship None Amount 2,000Activity LIteracy and Hunger Grant Grantee Rutledge Youth Foundation Street 931 N rutledge City, State, Zip Springfield, IL 62703Relationship None Amount 1,000Activity Homeless Women with Childredn Grant Grantee Beerlahai Roi Womens Minstries Street PO Box 4351 City, State, Zip Springfield, IL 62708-4351Relationship None Amount 2,500Activity Grant for Hunger Grantee St Martin De Porres Street Martin Luther King Driv City, State, Zip Springfield, IL 62703Relationship None Amount 1,500Activity Grant for Food Grantee Youth Service Bureau Street 2901 Normandy Road City, State, Zip Springfield, IL 62703Relationship None Amount 1,500Activity Scholarship Grantee University of Illinois Springfield Street One William Maxwell Lane City, State, Zip Springfield, IL 62703Relationship None Amount 2,000Activity Scholarship Grantee Lincoln Land Community College Street 5250 Sheppard Rd City, State, Zip Springfield, IL 62794Relationship None Amount 2,000Activity Scholarship Grantee Benedictine University Street 1500 N 5th St City, State, Zip Springfield, IL 62702Relationship None Amount 2,000Activity Scholarship Grantee Robert Morris University Street 3101 Montvale Drive City, State, Zip Springfield, IL 62704Relationship None Amount 2,000Activity Literacy and Hunger Grantee Big Brother, Big Sister of SpringfiStreet 928 S Spring City, State, Zip Springfield, IL 62704Relationship None Amount 7,718Activity Literacy Grant Grantee Fishes and Loave Outreach Ministry Street 2937 Stanton Ave City, State, Zip Springfield, IL 62703Relationship None Amount 5,000Activity Literacy Grant Grantee Network Knowledge Street PO Box 6248 City, State, Zip Springfield, IL 62708Relationship None Amount 3,000Activity Youth Development Grantee Frontiers International Street PO Box 3522 City, State, Zip Springfield, IL 62708Relationship None Amount 2,000Activity Reading Program Grantee Ridgley School Street 2040 N 8th St City, State, Zip Springfield, IL 62702Relationship None Amount 1,487Activity Literacy Grant Grantee Illinois State Museum Street 502 South Spring City, State, Zip Springfield, IL 62706-5000Relationship None Amount 1,000Activity Paul Harris Fellowship Grantee Rotary International Street One Rotary Center 1560 Sherman Ave City, State, Zip Evanston, IL 60201Relationship Related Foundation Amount 1,000Activity Homeless Shelter Grant Grantee Helping Hands of Springfield Street 930 S 11th St City, State, Zip Springfield, IL 62703Relationship None Amount 1,400Activity Crisis Nursery Grant Grantee Mini O'Bierne Crisis Nursery Street 1011 N 7th Street City, State, Zip Springfield, IL 62702Relationship None Amount 500Activity Nutrition Grant Grantee Senior Services Center of Central IStreet 701 W Mason City, State, Zip Springfield, IL 62702Relationship None Amount 1,430Activity Hunger and Literacy Grant Grantee Family service Center Street 730 East Vine City, State, Zip Springfield, IL 62703Relationship None Amount 2,000Activity Homeless Shelter Grant Grantee M.E.R.C.Y. Communities Street 1111 S 19th St City, State, Zip Springfield, IL 62703Relationship None Amount 2,500Activity Literacy Grant Grantee Computer Banc Street 1203 E Washington St City, State, Zip Springfield, IL 62703Relationship None Amount 6,000Activity Phillipine disaster grant
Description of other expenses Part I line 16
Description AmountBank Service charges 54Miscellaneous 10
Description of other assets Part II line 24
Category Beginning of Year End of YearReceivables 5 5Pledges Outstanding 6,350 0
Description of total liabilities Part II line 26
Category Beginning of Year End of YearSundial Grant Payable 42,500 11,572Ethipia Project Payable 10,146 10,542wentzell Memorial 300 300Due Other Rotary Clubs 136 29
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.