2025-05-14T12:49:58-05:00 2024-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2023-07-01 066068805 STAMFORD ROTARY TRUST FUND STAM 2033271313 PO BOX 8180 STAMFORD CT 06905 ALLAN LANG TREASURER 2033271313 2025-05-14 1 1 DENISE C DORIA P01283182 2036228625 X 2023 2025-03-06 01:10:19Z WILLIAM TONE PO BOX 8180 STAMFORD CT 06905 1007115 0 X WWW.STAMFORDROTARYTRUSTFUND.ORG X 1962 CT EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS 5 5 0 6 0 0 640193 556153 0 0 -50799 46130 0 0 589394 602283 435833 118000 0 0 0 0 0 0 0 40935 50768 476768 168768 112626 433515 1306086 1850740 0 0 1306086 1850740 EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS 0 0 102726 100000 EDUCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS WHO ARE RESIDENTS OF STAMFORD, STUDENT AWARDS, AND THE ADMINISTRATION OF THIS PROGRAM. 26700 18000 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. 13508 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. 142934 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 MATTHEW STENDARDI TRUSTEE 0.50 X 0 0 0 ALICE KNAPP TRUSTEE 0.50 X 0 0 0 CHRISTOPHER FARRUGIO TRUSTEE 0.50 X 0 0 0 VANESSA LOVE TRUSTEE 0.50 X 0 0 0 WILLIAM TONE 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 556153 556153 43112 43112 407850 404832 3018 3018 3018 602283 0 0 46130 18000 18000 100000 100000 9592 9592 13494 13494 2 2 1604 1604 OPERATION WARM/WINTER C 8755 8755 INTERNATIONAL/GLOBAL PR 8700 8700 DICTIONARY PROJECT 4753 4753 AWARDS LUNCHEON 2726 2726 1142 1142 168768 142934 25834 0 8510 11936 186871 613562 1110705 1225242 1306086 1850740 0 0 X 1306086 1850740 1306086 1850740 1306086 1850740 433515 111139 0 X 0 1 X 0 0 X 387267 545957 643419 640193 556153 2772989 387267 545957 643419 640193 556153 2772989 2772989 11043 11931 19383 29431 43112 114900 2887889 0.96020 0.96660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EXCHANGE TRADED FUNDS - FIXED 443425 F EXCHANGE TRADED FUNDS - EQUITY 637087 F EXCHANGE TRADED FUNDS - INTERNATIONAL 144730 F 1225242 X 699928 111139 111139 588789 13494 13494 602283 155274 0 155274 13494 13494 168768 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, 2024, 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 06/30/2022-06/30/2024 REMAIN OPEN. 1 STAMFORD CENTER FOR THE ARTS INC 61 ATLANTIC STREET STAMFORD CT 06901 061048684 501C3 1500 0 SUPPORT WORK TO PRESENT, PRODUCE, HOST AND MANAGE THE PREMIER PERFORMING ARTS AND CULTURAL EXPERIENCES FOR STAMFORD AND FAIRFIELD COUNTY CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 238 JEWETT AVENUE BRIDGEPORT CT 06606 060653053 501C3 1500 0 SUPPORT WORK TO HELP THE NEEDY AND MOST VULNERABLE OF ALL FAITHS WITH SOLUTIONS THAT PERMANENTLY IMPROVE THEIR LIVES BOYS & GIRLS CLUB OF STAMFORD INC 347 STILLWATER AVENUE STAMFORD CT 06902 060646911 501C3 1500 0 SUPPORT WORK TO ENABLE ALL YOUTH TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING AND RESPONSIBLE CITIZENS PERSON TO PERSON INC 1864 POST ROAD DARIEN CT 06820 061422248 501C3 1500 0 SUPPORT ASSISTANCE FOR BASIC NEEDS TO INDIVIDUALS AND FAMILIES TO OVERCOME DAILY CHALLENGES AND ACCESS TO RESOURCES TO IMPROVE THEIR LIVES THE MAYOR'S YOUTH EMPLOYMENT PROGRAM 888 WASHINGTON BLVD STAMFORD CT 06901 061506924 501C3 1500 0 SUPPORT YOUTH DEVELOPMENT VIA EMPLOYMENT THE ROWAN CENTER 1111 SUMMER STREET STE 202 STAMFORD CT 06905 061037583 501C3 1500 0 COUNSELING VICTIMS AND SURVIVORS AS THEY PROCESS THEIR EXPERIENCES OF SEXUAL VIOLENCE FROM THE PAST STAMFORD MUSEUM AND NATURE CENTER INC 39 SCOFIELDTOWN ROAD STAMFORD CT 06903 060653148 501C3 1500 0 DEDICATED TO THE PRESERVATION AND INTERPRETAION OF ART, THE NATURAL AND AGRICULTURAL SCIENCES AND HISTORY. MUSEUM IS A VITAL CULTURAL AND EDUCATIONAL RESOURCE FOR THE COMMUNITY MILL RIVER PARK COLLABORATIVE INC 1010 WASHINGTON BLVD STE 1 STAMFORD CT 06901 061507648 501C3 1500 0 PROVIDE COLLABORATIVE LEADERSHIP TO CREATE AND SUSTAIN A SUCCESSFUL MILL RIVER PARK THE FERGUSON LIBRARY 1 PUBLIC LIBRARY PLAZA STAMFORD CT 06904 060646528 501C3 1500 0 PROVIDE FREE AND EQUAL ACCESS TO INFORMATION, IDEAS, BOOKS AND TECHNOLOGY TO EDUCATE AND ENRICH THE STAMFORD COMMUNITY INTEMPO ORGANIZATION INC 58 CHURCH STREET STAMFORD CT 06906 900725572 501C3 1500 0 MAKING MUSIC EEDUCATION RELEVANT, ACCESSIBLE AND INCLUSIVE THROUGH THE USE OF CLASSICAL AND CROSS-CULTURAL INSTRUMENTS AND REPERTOIRE CLOTHES TO KIDS OF FAIRFIELD COUNTY INC 90 FAIRFIELD AVENUE STAMFORD CT 06902 474706495 501C3 1500 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 FRATERNAL ORDER OF THE UMBRELLA INC PO BOX 112238 STAMFORD CT 06911 223314578 501C3 1500 0 THE UMBRELLA CLUB IS DEDICATED TO PROVIDING COMPASSION, SUPPORT AND FINANCIAL ASSISTANCE TO FAMILIES AND CHILDREN PRIMARILY IN FAIRFIELD COUNTY 12 EDUCATION SCHOLARSHIPS FOR GRADUATING SENIORS 10 100000 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