CARY ROTARY CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CARY ROTARY CHARITABLE FOUNDATION INC (EIN 46-0673530)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202321329349201977
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T10:39:36-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562202813 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE AND COMPANY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 BRADY CT | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460673530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARY ROTARY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARY | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 111 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275120111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LOVEJOY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | LOVEJOY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELTON M ENNIS CPA | PreparerPersonNm |
| PTIN | P00746975 | PTIN |
| Phone | 9194660946 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.THECARYROTARYCLUB.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $58,074 | GrossReceiptsAmt |
| Contributions Gifts Grants Etc | $49,269 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $8,805 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $12,227 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$3,422 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $45,847 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $19,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $475 | FeesAndOtherPymtToIndCntrctAmt |
| Total Expenses | $19,475 | TotalExpensesAmt |
| Excess Or Deficit For Year | $26,372 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $56,175 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,547 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,135 | BOYAmt |
| EOY | $96,248 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,135 | BOYAmt |
| EOY | $96,248 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,960 | BOYAmt |
| EOY | $13,701 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,175 | BOYAmt |
| EOY | $82,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE CARY ROTARY CHARITABLE FOUNDATION EXISTS TO IMPROVE THE LIVES OF THE RESIDENTS OF CARY, NC COMMUNITY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | CONTRIBUTIONS WERE MADE FOR LOCAL AND INTERNATIONAL HUMANITARIAN PROJECTS AND SCHOLARSHIPS TO DESERVING RISING COLLEGE FRESHMEN. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $19,000 | GrantsAndAllocationsAmt |
| Foreign Grants | Yes (X) | ForeignGrantsInd |
| Program Service Expenses | $19,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SCOTT SCHNEIDER | ||
| VICE PRESIDE | 000.00 | $0 |
| REGINALD SCALES | ||
| PRESIDENT | 000.00 | $0 |
| HOWARD MANNING | ||
| SECRETARY | 000.00 | $0 |
| LEON ABBAS | ||
| DIRECTOR | 000.00 | $0 |
| PAT HUDSON | ||
| DIRECTOR | 000.00 | $0 |
| JAMES LOVEJOY | ||
| TREASURER | 000.00 | $0 |
| GAYLE CABRERA | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LOVEJOY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 111 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194154240 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,269 | CurrentTaxYearAmt |
| Total | $252,883 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,269 | CurrentTaxYearAmt |
| Total | $252,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $252,883 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153 | CurrentTaxYearMinus3YearsAmt |
| Total | $209 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $253,092 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,374 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHILI DINNER | Event1Nm |
| Gross Receipts Event1 | $34,770 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,520 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,836 | FoodAndBeverageEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $17,835 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,550 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,285 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,391 | RentFacilityCostsEvent2Amt |
| Gross Receipts Total | $52,605 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,800 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,805 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,391 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,836 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $12,227 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,422 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART II, LINE 26 | DUE TO AFFILIATE 13,960 13,701 |
| FORM 990-EZ, PART III | THE CARY ROTARY CHARITABLE FOUNDATION EXISTS TO IMPROVE THE LIVES OF THE RESIDENTS OF CARY, NC COMMUNITY. |