EAST CHAPEL HILL ROTARY CLUB FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EAST CHAPEL HILL ROTARY CLUB FOUNDATION (EIN 56-2161324)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-10
- IRS object ID
- 201812839349301261
- Schema version
- 2017v2.3
- 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 | 2018-10-10T14:53:14-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562161324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST CHAPEL HILL ROTARY CLUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 9193606333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3217 JONES FERRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE JONES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9193606333 | PhoneNum |
| Signature | 2018-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN H MCDUFFIE | PreparerPersonNm |
| PTIN | P00098611 | PTIN |
| Phone | 9199428700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.20.211.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-08 | IPDt |
| IP Tm | 15:07:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B04086FCC06E5AF90DF869DCEBC5C8723733F57A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D49E847F3114583DAD4C942B4F602A16906BFDE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINE JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3217 JONES FERRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,795 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE CHARITABLE EFFORTS OF THE EAST CHAPEL HILL ROTARY CLUB TO IMPROVE THE HEALTH AND WELFARE OF THE LOCAL AND GLOBAL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $138,013 | PYContributionsGrantsAmt |
| CY Contributions Grants | $73,437 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,276 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,358 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$7,304 | CYOtherRevenueAmt |
| PY Total Revenue | $143,289 | PYTotalRevenueAmt |
| CY Total Revenue | $78,491 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,957 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $93,988 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,712 | PYOtherExpensesAmt |
| CY Other Expenses | $4,651 | CYOtherExpensesAmt |
| PY Total Expenses | $88,669 | PYTotalExpensesAmt |
| CY Total Expenses | $98,639 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $54,620 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,148 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $613,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $641,521 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $613,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $641,521 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE CHARITABLE EFFORTS OF THE EAST CHAPEL HILL ROTARY CLUB TO IMPROVE THE HEALTH AND WELFARE OF THOSE IN THE CHAPEL HILL-CARRBORO COMMUNITY AS WELL AS THE INTERNATIONAL COMMUNITY IN THE AREAS OF FOCUS OF ROTARY INTERNATIONAL AND IN CONJUNCTION WITH OTHER ROTARY CLUBS AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,708 | ExpenseAmt |
| Grant | $34,708 | GrantAmt |
| Desc | TEACHERS SUPPLY STORE: THIS ANNUAL PROJECT CREATES A POP-UP STORE WHERE TEACHERS IN THE CHAPEL HILL-CARRBORO PUBLIC SCHOOLS CHOOSE CLASSROOM SUPPLIES "PAID FOR" BY VOUCHERS GIVEN TO SELECTED GRADE LEVEL FACULTY, ALTERNATING YEARS BETWEEN ELEMENTARY TEACHERS AND MIDDLE SCHOOL/HIGH SCHOOL TEACHERS. THIS YEAR 537 MIDDLE AND HIGH SCHOOL TEACHERS AND OTHER SPECIAL TEACHERS ATTENDED, BENEFITTING INDIRECTLY OVER 7500 STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,161 | ExpenseAmt |
| Grant | $27,161 | GrantAmt |
| Desc | NICARAGUA TEETH AND TECHNOLOGY MISSION TRIP: BESIDES PROVIDING FREE DENTAL CARE TO PATIENTS, PRIMARILY CHILDREN, AT THE NUEVA VIDA CLINIC IN CUIDAD SANDINO, NICARAGUA, WE ALSO INSTALLED DENTAL EQUIPMENT TO REMAIN IN THE CLINIC AND TRAINED LOCAL DENTAL STUDENTS TO PROVIDE CARE THROUGHOUT THE YEAR. THE TEAM ALSO INCLUDED A PEDIATRICIAN AND A SURGEON TO PROVIDE MEDICAL CARE THIS YEAR. WE ALSO SUPPLIED COMPUTERS TO LOCAL PRIMARY SCHOOLS AND PROVIDED TECHNOLOGY TRAINING TO TEACHERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,194 | ExpenseAmt |
| Grant | $12,194 | GrantAmt |
| Desc | BICYCLES FOR UNDERPRIVILEGED CHILDREN: IN THIS ANNUAL PROJECT, WE PURCHASE AND ASSEMBLE BICYCLES THAT ARE DISTRIBUTED TO LOW INCOME FAMILIES DURING THE CHRISTMAS HOUSE EVENT. IN 2017, 98 WELL-MADE YOUTH BICYCLES AND 108 HELMETS WERE GIVEN AWAY. EACH BIKE BENEFITS SEVERAL CHILDREN WITHIN A FAMILY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $6,354 | $6,354 | ALL WE ARE SUN PROJECT (SOLARIZE UGANDA NOW)CONTRIBUTION TOWARDS SOLARIZING SCHOOLS IN UGANDA AS WAY OF ENRICHING HEALTH AND EDUCATION OF RURAL CHILDREN. |
| $5,000 | $5,000 | GRANT TO ZIMBABWE PENSIONERS SUPPORT ADOPT-A-GRANDPARENT FUND |
| $8,571 | $8,571 | ROTARY INTERNATIONAL ANNUAL FUND SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $19,925 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $19,925 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $93,988 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9193606333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3217 JONES FERRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CLIFF BUTLER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MIKE FIELDS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RUS HAPGOOD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JIM HEAVNER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| R DAVID KIMBALL | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RON LINK | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| LEE SCOTT | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DICK BADDOUR | ||||||
| CHAIR | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE ADAIR | ||||||
| VICE CHAIR | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTINE JONES | ||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DELIGHT ALLEN | ||||||
| MEMBER AT LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $73,437 | AllOtherContributionsAmt |
| Noncash Contributions | $5,620 | NoncashContributionsAmt |
| Total Contributions | $73,437 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,374 | TotalRevenueColumnAmt |
| Exclusion | $4,374 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,984 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,984 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,984 | TotalRevenueColumnAmt |
| Exclusion | $7,984 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $7,304 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,304 | TotalRevenueColumnAmt |
| Exclusion | -$7,304 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,054 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,827 | TotalAmt |
| Program Services | $61,827 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,161 | TotalAmt |
| Program Services | $32,161 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,510 | TotalAmt |
| Management And General | $4,510 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69 | TotalAmt |
| Management And General | $69 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE CHARGES | Desc |
| Total | $72 | TotalAmt |
| Management And General | $72 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,639 | TotalAmt |
| Program Services | $93,988 | ProgramServicesAmt |
| Management And General | $4,651 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,385 | BOYAmt |
| EOY | $22,777 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $618,744 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,757 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,142 | BOYAmt |
| EOY | $641,521 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,142 | BOYAmt |
| EOY | $641,521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,142 | BOYAmt |
| EOY | $641,521 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,142 | BOYAmt |
| EOY | $641,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$20,148 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $48,527 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $83,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,437 | CurrentTaxYearAmt |
| Total | $559,705 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,437 | CurrentTaxYearAmt |
| Total | $559,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $115,998 | SubstantialContributorsTotAmt |
| Public Support Total170 | $443,707 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$11,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,374 | CurrentTaxYearAmt |
| Total | $48,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $608,618 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,435 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,757 | BeginningYearBalanceAmt |
| Contributions | $45,620 | ContributionsAmt |
| Investment Earnings Or Losses | $60,876 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,509 | AdministrativeExpensesAmt |
| End Year Balance | $618,744 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $492,221 | BeginningYearBalanceAmt |
| Contributions | $25,035 | ContributionsAmt |
| Investment Earnings Or Losses | $38,622 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,121 | AdministrativeExpensesAmt |
| End Year Balance | $538,757 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $510,484 | BeginningYearBalanceAmt |
| Contributions | $16,764 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,115 | AdministrativeExpensesAmt |
| End Year Balance | $492,221 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $329,741 | BeginningYearBalanceAmt |
| Contributions | $180,026 | ContributionsAmt |
| Investment Earnings Or Losses | $10,629 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,912 | AdministrativeExpensesAmt |
| End Year Balance | $510,484 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $265,468 | BeginningYearBalanceAmt |
| Contributions | $34,000 | ContributionsAmt |
| Investment Earnings Or Losses | $39,200 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,927 | AdministrativeExpensesAmt |
| End Year Balance | $329,741 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | QUASI-ENDOWMENT FUNDS ARE HELD TO PROVIDE INCOME TO SUPPORT THE ORGANIZATION'S CHARITABLE PROJECTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES TO SCHOOL CHILDREN IN COSTA RICA | PROVIDE COMPUTERS TO SCHOOLS IN COSTA RICA. PROVIDE DENTAL CARE TO SCHOOL CHILDREN IN COSTA RICA. | $27,161 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM SERVICE GRANTS TO ZIMBABWE ORGANIZATIONS | TO PROVIDE BASIC ESSENTIALS TO ZIMBABWE PENSIONERS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $32,161 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $32,161 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | DENTAL CARE AND COMPUTERS FOR STUDENTS IN COSTA RICA. | TypeOfAssistanceTxt |
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Recipient | 500 | RecipientCnt |
| Non Cash Assistance | $27,161 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | A GROUP OF DENTISTS AND DENTAL ASSISTANTS ARE SENT TO COSTA RICA TO PROVIDE DENTAL CARE FOR CHILDREN. IN ADDITION COMPUTERS ARE PROVIDED TO THE LOCAL SCHOOLS THAT THE STUDENTS ATTEND. | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHENEVER A FOREIGN GRANT IS MADE, IT IS THROUGH ROTARY INTERNATIONAL OR THROUGH AN ORGANIZATION THAT IS OVERSEEN BY VISITING EAST CHAPEL HILL ROTARY CLUB MEMBERS OR INTERNATIONAL ROTARY CLUB IS INVOLVED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAPEL HILL-CARRBORO PUBLIC SCHOOL FOUNDATION | ||||||||||
| PO BOX 877 | CARRBORO | NC | 27510 | 561421977 | 501(C)3 | $34,708 | CONTRIBUTION OF FUNDS TO SUPPORT TEACHER SUPPLY STORE PROJECT WHICH PROVIDES LOCAL TEACHERS WITH VOUCHERS TO PURCHASE SCHOOL SUPPLIES AT THE BEGINNING OF THE SCHOOL YEAR. | |||
| CHAPEL HILL SERVICE LEAGUE - CHRISTMAS HOUSE | ||||||||||
| PO BOX 3543 | CHAPEL HILL | NC | 27515 | 237409699 | 501(C)3 | PURCHASE AND ASSEMBLY OF BIKES AND HELMETS FOR DISTRIBUTION TO NEEDY FAMILIES THROUGH THE ANNUAL CHRISTMAS HOUSE EVENT. | $12,194 | PURCHASE PRICE | BIKES AND HELMETS | |
| ALL WE ARE INC | ||||||||||
| PO BOX 32183 | RALEIGH | NC | 27622 | 455360527 | 501(C)3 | $6,354 | CONTRIBUTION TOWARDS SOLARIZING SCHOOLS IN UGANDA AS WAY OF ENRICHING HEALTH AND EDUCATION OF RURAL CHILDREN. | |||
| ROTARY INTERNATIONAL | ||||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 361707667 | 501(C)4 | $8,571 | GENERAL SUPPORT - ANNUAL FUND | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BECAUSE GRANT RECIPIENTS ARE HERE IN THE COMMUNITY AND THE MEMBERS PARTICIPATE IN THE EVENTS,THE ORGANIZATION CAN SEE THE GRANTS IN ACTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | IN 2017 THE BOARD APPROVED UPDATED BYLAWS. THE BYLAW CHANGES INCLUDED LIMITING THE ANNUAL SPENDING OF THE FOUNDATION, CLARIFYING THE BOARD'S ABILITY TO HIRE INVESTMENT PROFESSIONALS TO MANAGE ASSETS, SETTING A STRUCTURE OF STAGGERED TERM LIMITS FOR DIRECTORS, ESTABLISHING A STANDING EXECUTIVE COMMITTEE AND INCLUDING LANGUAGE RELATED TO INDEMNIFICATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD LOOKS AT THE ANNUAL FINANCIAL STATEMENT OF THE FOUNDATION AND MAKES SURE IT ALIGNS WITH THE GOALS SET FOR THE YEAR AND THEN IS INFORMED THAT THE 990 IS BEING PREPARED BY BLACKMAN AND SLOOP FOR THE ORGANIZATION |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES SEVERAL PRESENTATIONS EACH YEAR TO THE EAST CHAPEL HILL ROTARY CLUB AND ALSO DISCUSSES THEIR ACTIONS AT MONTHLY EAST CHAPEL HILL ROTARY CLUB BOARD MEETINGS AS THEY MAKE MOST OF THE REQUESTS TO THE FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST CHAPEL HILL ROTARY CLUB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2254 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237009792 | EIN |
| Primary Activities | SERVICE ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |