2024-05-10T13:48:03-05:00 2023-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2022-07-01 066068805 STAMFORD ROTARY TRUST FUND STAM 2033271313 PO BOX 8180 STAMFORD CT 06905 ALLAN LANG TREASURER 2033271313 2024-05-10 1 ALLAN LANG 999009999 0 DENISE C DORIA P01283182 2036228625 X 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER FARRUGIO PO BOX 8180 STAMFORD CT 06905 1748973 0 X WWW.STAMFORDROTARYTRUSTFUND.ORG X 1962 CT EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS 5 5 0 6 0 0 643419 640193 0 0 65551 -50799 0 0 708970 589394 361900 435833 0 0 0 0 0 0 0 46867 40935 408767 476768 300203 112626 1028300 1306086 0 0 1028300 1306086 EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS 0 0 77753 75000 EDUCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS WHO ARE RESIDENTS OF STAMFORD, STUDENT AWARDS, AND THE ADMINISTRATION OF THIS PROGRAM. 363433 360833 CONTRIBUTIONS 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/DISTRICT PROJECTS, AND 3) INTERNATIONAL/GLOBAL PROJECTS. PROGRAM EXPENSES ALSO INCLUDES THE ADMINISTRATION OF THIS PROGRAM. 12521 PROGRAMS AND PROJECTS SUPPORTED AND ADMINISTERED BY THE ROTARY TRUST FUND THAT SUPPORT CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING THE DICTIONARY PROJECT (PROVIDING DICTIONARIES TO STUDENTS IN THE STAMFORD SCHOOL SYSTEM) AND OPERATION WARM/WINTER COATS. 453707 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X WALTER J MCKEEVER & CO LLC CPA 2036228625 15 VALLEY DRIVE GREENWICH CT 06831 X MICHAEL CRAWFORD TRUSTEE 0.50 X 0 0 0 ALICE KNAPP TRUSTEE 0.50 X 0 0 0 WILLIAM TONE TRUSTEE 0.50 X 0 0 0 VANESSA LOVE TRUSTEE 0.50 X 0 0 0 CHRISTOPHER FARRUGIO TRUSTEE, CHAIRPERSON 1.00 X 0 0 0 ALLAN LANG TREASURER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 640193 640193 29431 29431 1079349 1159579 -80230 -80230 -80230 589394 0 0 -50799 360833 360833 75000 75000 9170 9170 11440 11440 178 178 1604 1604 OPERATION WARM/WINTER C 8820 8820 DICTIONARY PROJECT 3701 3701 AWARDS LUNCHEON 2753 2753 INTERNATIONAL/GLOBAL PR 2600 2600 669 669 476768 453707 23061 0 9903 8510 140970 186871 877427 1110705 1028300 1306086 0 0 X 1028300 1306086 1028300 1306086 1028300 1306086 112626 165160 0 X 0 1 X 0 0 X 256633 387267 545957 643419 640193 2473469 256633 387267 545957 643419 640193 2473469 2473469 13751 11043 11931 19383 29431 85539 2559008 2662 0.96660 0.96830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EXCHANGE TRADED FUNDS - FIXED 354974 F EXCHANGE TRADED FUNDS - EQUITY 614726 F EXCHANGE TRADED FUNDS - INTERNATIONAL 98833 F PREFERRED STOCK 42172 F 1110705 X 743114 165160 165160 577954 11440 11440 589394 465328 0 465328 11440 11440 476768 PART X, LINE 2: THE ROTARY TRUST IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 509(A)(1) AND 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS OF JUNE 30, 2023, THE ROTARY TRUST HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ROTARY TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FEDERAL INFORMATION RETURNS ARE SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS FROM THE FILING DATE OF THE RETURN; RETURNS FOR TAX YEAR ENDING 06/30/2021-06/30/2023 REMAIN OPEN. 1 FOOD RESCUE US 1127 HIGH RIDGE RD SUITE 328 STAMFORD CT 06905 274486556 501C3 2500 0 SUPPORT WORK TO REDUCE FOOD WASTE AND FOOD INSECURITY IN AMERICA NEW COVENANT CENTER (CATHOLIC CHARITIES OF FAIRFIELD CTY) 238 JEWETT AVENUE BRIDGEPORT CT 06606 060653053 501C3 2500 0 FOCUSED ON HUNGER PREVENTION AND SOCIAL SERVICES FOR A BETTER LIFE PACIFIC HOUSE INC PO BOX 1252 STAMFORD CT 06901 061144355 501C3 333333 0 SUPPORT THE PREVENTION AND END OF HOMELESSNESS; CONSTRUCTION OF MIXED-USE BUILDING WITH 39 DEEPLY AFFORDABLE APARTMENTS WOMEN'S MENTORING NETWORK INC 141 FRANKLIN STREET STAMFORD CT 06901 061470354 501C3 2500 0 SUPPORT EDUCATION & EMPLOYMENT SERVICES FOR LOW-INCOME WOMEN & THEIR FAMILIES THE MAYOR'S YOUTH EMPLOYMENT PROGRAM 888 WASHINGTON BLVD STAMFORD CT 06901 061506924 501C3 2500 0 SUPPORT YOUTH DEVELOPMENT VIA EMPLOYMENT CT YANKEE COUNCIL BOY SCOUTS OF AMERICA PO BOX 32 MILFORD CT 06460 060646793 501C3 2500 0 PROVIDE LEADERSHIP & CHARACTER DEVELOPMENT OPPORTUNITIES FOR ALL YOUTH THROUGH QUALITY PROGRAMS, MENTORING FROM TRAINED ADULT VOLUNTEERS AND ONGOING LEARNING AND PERSONAL DEVELOPMENT THROUGH OUTDOOR EXPERIENCES MOTHERS FOR OTHERS INC 139 E PUTNAM AVE GREENWICH CT 06830 814585971 501C3 2500 0 SUPPORT THE WELL-BEING OF LOW & LIMITED INCOME FAMILIES BY PROVIDING FREE DIAPERS FOR CHILDREN FROM BIRTH TO 3 YEARS OLD NEW NEIGHBORHOODS INC 76 PROGRESS DRIVE SUITE 140 STAMFORD CT 06902 060864050 501C3 2500 0 AFFORDABLE HOUSING PROVIDER THAT IS BUILDING HOPE AND OPPORTUNITY THROUGH DEVELOPMENT AND MANAGEMENT OF QUALITY AFFORDABLE HOUSING AND RESIDENT-CENTERED SERVICES STAMFORD SPARTANS YOUTH FOOTBALL 105 HARBOR DRIVE STAMFORD CT 06902 862019554 501C3 2500 0 MAKE YOUTH FOOTBALL ALL INCLUSIVE, BY NOT EXCLUDING PARTICIPANTS BASED ON RACE, GENDER, SEXUAL ORIENTATION, & NATIONAL ORIGIN HOME FRONT INC 88 HAMILTON AVENUE STAMFORD CT 06902 300281085 501C3 2500 0 SUPPORT ACTIVITIES TO KEEP LOW-INCOME HOMEOWNERS IN THEIR HOMES AND BETTERING THEIR QUALITY OF LIFE THROUGH THE COMPLETION OF SUBSTANTIVE REPAIRS AT NO COST TO THEM CLOTHES TO KIDS OF FAIRFIELD COUNTY INC 90 FAIRFIELD AVENUE STAMFORD CT 06902 474706495 501C3 2500 0 PROVIDE GENTLY USED & NEW CLOTHING, NEW SOCKS, NEW UNDERWEAR AND NEW SNEAKERS TO KIDS (K-12TH GRADE) ON FREE AND REDUCED PRICE SCHOOL LUNCH PROGRAM OR IN CRISIS, ATTENDING SCHOOL IN FAIRFIELD COUNTY, IN A STORE SETTING, TWICE A YEAR, FOR FREE TURN OF RIVER FIRE DEPARTMENT INC 265 TURN OF RIVER ROAD STAMFORD CT 06905 060605031 501C3 2500 0 SUPPORT FIREFIGHTING, PARAMEDIC ASSISTANCE, FIRE PREVENTION AND EDUCATION FOR THE RESIDENTS OF THE CITY OF STAMFORD, CT 12 EDUCATION SCHOLARSHIPS FOR GRADUATING SENIORS 15 75000 PART I, LINE 2: APPLICATION & 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. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. 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 ROTARY INTERNATIONAL STAMFORD PO BOX 8026 STAMFORD CT 06905 066047075 CT 501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0