CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-08
- IRS object ID
- 201903129349202060
- Schema version
- 2018v3.1
- 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 | 2019-11-08T14:40:09-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas C Erickson Tax Preparation Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23284 Nicholson Street | AddressLine1Txt |
| City | Hollywood | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20636 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522170259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLOTTE HALL ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3018845904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 681 | AddressLine1Txt |
| City | CHARLOTTE HALL | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20622 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN MATTINGLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3018845904 | PhoneNum |
| Signature | 2019-11-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS C ERICKSON | PreparerPersonNm |
| PTIN | P01510589 | PTIN |
| Phone | 2405382128 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.153.41.25 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 14:39:59 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C18D875DF65203ED15497B6B7038D80E7F13A93A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C18D875DF65203ED15497B6B7038D80E7F13A93A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $163,656 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $131,978 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $1,067 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $30,611 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $19,167 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $11,444 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $144,489 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $78,373 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $1,099 | OtherExpensesTotalAmt |
| Total Expenses | $79,472 | TotalExpensesAmt |
| Excess Or Deficit For Year | $65,017 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $121,150 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $186,167 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,150 | BOYAmt |
| EOY | $186,167 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,150 | BOYAmt |
| EOY | $186,167 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,150 | BOYAmt |
| EOY | $186,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SEE SCHEDULE O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt | Foreign GrantsForeignGrantsInd |
|---|---|---|---|
| EDUCATIONAL SCHOLARSHIPS TO GRADUATING SENIORS | $33,500 | $33,500 | |
| ROTARY FOUNDATIONGLOBAL GRANT #GG19-79994 - PROJECT INDIA - MOBILITY APPLIANCES TO RURAL PERSONS WITH DISABILITIES | $10,500 | $10,500 | Yes (X) |
| ROTARY FOUNDATIONROTARY FOUNDATION GG #1982573 HEALTH CARE VAN IN INDIA | $11,025 | $11,025 | Yes (X) |
| SEE SCHEDULE O |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $55,025 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ILA SHAH | ||||
| PRESIDENT | 4.00 | $0 | $0 | $0 |
| STEPHEN MATTINGLY | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| KARRIE WOOD | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| TONI KRUSZKA | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ANNETTE HODGES | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| THERESA DORSEY | ||||
| SECRETARY | 2.00 | $0 | $0 | $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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| 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 | STEPHEN D MATTINGLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28290 THREE NOTCH ROAD | AddressLine1Txt |
| City | MECHANICSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3018845904 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,978 | CurrentTaxYearAmt |
| Total | $283,889 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,611 | CurrentTaxYearAmt |
| Total | $155,292 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $162,589 | CurrentTaxYearAmt |
| Total | $439,181 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $439,181 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $300 | CurrentTaxYearMinus2YearsAmt |
| Total | $640 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $300 | CurrentTaxYearMinus2YearsAmt |
| Total | $640 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,821 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99750 | PublicSupportPY509Pct |
| Investment Income CY | 0.00150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00250 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | $30,611 | GrossRevenueBingoAmt |
| Gross Revenue Total Gaming | $30,611 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $30,611 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | DICTIONARIES FOR NEEDY CHILDREN; DONATION; : , , , ; NONE, 648. |
| Form 990EZ, Part I, Line 10 | MISSION OF MERCY PROJECT - FREE DENTAL CLINIC; GRANT; SO MD MISSION OF MERCY SMMOM: 28095 THREE NOTCH RD, MECHANICSVILLE, MD, 20659; PARENT NON-PROFIT, 1775. |
| Form 990EZ, Part I, Line 10 | NEEDY FAMILIES; DONATION; : , , , ; NO RELATION, 675. |
| Form 990EZ, Part I, Line 10 | NURSING HOME ; DONATION; ST. MARY'S NURSING HOME CENTER: 21585 PEABODY STREET, LEONARDTOWN, MD, 20650; NO RELATION, 250. |
| Form 990EZ, Part I, Line 10 | SPECIAL OLYMPICS; DONATION; SPECIAL OLYMPICS OF ST. MARY'S COUNTY: PO BOX 921, HOLLYWOOD, MD, 20636; NO RELATION, 10000. |
| Form 990EZ, Part I, Line 10 | SCHOLARSHIPS TO 36 STUDENTS; SCHOLARSHIP; : , , , ; NO RELATION, 33500. |
| Form 990EZ, Part I, Line 10 | PROJECT INDIA - MOBILITY APPLIANCES TO RURAL PERSONS WITH DISABILITIES; GRANT - GG 19-79994; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SHERMAN AVE., EVANSTON, IL, 60201; PARENT NON-PROFIT, 10500. |
| Form 990EZ, Part I, Line 10 | GLOBAL GRANT 1982573 - HEALTH CARE VAN IN INDIA; GRANT; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SHERMAN AVE., EVANSTON, IL, 60201; PARENT NON-PROFIT, 11025. |
| Form 990EZ, Part I, Line 10 | THE GENERAL FUND; GRANT; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SHERMAN AVE., EVANSTON, IL, 60201; PARENT NON-PROFIT, 10000. |
| Form 990EZ, Part I, Line 16 | MISCELLANEOUS EXPENSES 1099. |