CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-06
- IRS object ID
- 201830379349200518
- Schema version
- 2016v3.0
- 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 | 2018-02-06T14:50:51-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | ILA SHAH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3018845904 | PhoneNum |
| Signature | 2018-02-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS C ERICKSON | PreparerPersonNm |
| Phone | 2405382128 | PhoneNum |
| Preparation | 2018-02-06 | PreparationDt |
| 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 | 2018-02-06 | IPDt |
| IP Tm | 14:50:48 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B895EB1B8B59431AC3363391F2E3F85F4536736 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9B895EB1B8B59431AC3363391F2E3F85F4536736 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $70,187 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $41,646 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $75 | MembershipDuesAmt |
| Investment Income | $300 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $28,166 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,128 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,038 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $52,059 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $52,514 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $3,798 | OtherExpensesTotalAmt |
| Total Expenses | $56,312 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,253 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $122,925 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $118,672 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,925 | BOYAmt |
| EOY | $118,672 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,925 | BOYAmt |
| EOY | $118,672 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,925 | BOYAmt |
| EOY | $118,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | $30,000 | $30,000 | |
| SPECIAL OLYMPICS / ST. MARY'S COUNTY PROGRAMS FOR THE DISABLED | $7,000 | $7,000 | |
| ROTARY CLUB FOUNDATION GLOBAL GRANT #1750580 (MOBILE DENTAL & MEDICAL CLINIC MUMBAI, INDIA) | $9,500 | $9,500 | Yes (X) |
| SEE SCHEDULE O | $6,014 | $6,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $52,514 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ILA SHAH | ||
| PRESIDENT | 4.00 | $0 |
| STEPHEN MATTINGLY | ||
| TREASURER | 2.00 | $0 |
| JOSEPH O'NEILL | ||
| SECRETARY | 2.00 | $0 |
| TONI KRUSZKA | ||
| DIRECTOR | 2.00 | $0 |
| KARRIE WOOD | ||
| DIRECTOR | 2.00 | $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 | 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,721 | CurrentTaxYearAmt |
| Total | $134,697 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,166 | CurrentTaxYearAmt |
| Total | $143,630 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,887 | CurrentTaxYearAmt |
| Total | $278,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $278,327 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300 | CurrentTaxYearAmt |
| Total | $1,057 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300 | CurrentTaxYearAmt |
| Total | $1,057 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99470 | PublicSupportPY509Pct |
| Investment Income CY | 0.00380 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | FREE DENTAL CARE FOR THE NEEDY; DONATION; SOUTHERN MD MISSION OF MERCY: 975 SOLOMONS ISLAND ROAD N, |
| Form 990EZ, Part I, Line 10 | POLIO PROGRAM; DONATION; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SHERMAN AVE., EVANSTON, IL, |
| Form 990EZ, Part I, Line 10 | DONATION; GRANT; DOWN SYNDROME ASSOCIATION OF SOUTHERN MD: PO BOX 455, HUGHESVILLE, MD, 20637; NONE, |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; SPECIAL OYMPICS-ST MARYS COUNTY: 25926 WHISKEY CREEK RD, HOLLYWOOD, MD, 20636; N |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; ST. MARY'S PARK AND RECREATION: 23150 LEONARD HALL DR, LEONARDTOWN, MD, 20650; N |
| Form 990EZ, Part I, Line 10 | DICTIONARIES FOR NEEDY THIRD GRADERS; DONATION; : , , , ; , 600. |
| Form 990EZ, Part I, Line 10 | FEED HOMELESS IN ST. MARY'S COUNTY, MD; DONATION; ST. MARY'S COUNTY WARM PROGRAM: PO BOX 1174, LEXIN |
| Form 990EZ, Part I, Line 10 | ASSIST THE HOMELESS; DONATION; CHARLES COUNTY LIFESTYLES HOMELESS PROGRAM: PO BOX 1794, LA PLATA, MD |
| Form 990EZ, Part I, Line 10 | FEED THE HOMELESS; DONATION; MARGARET BRENT SCHOOL: 29675 POINT LOOKOUT RD, MECHANICSVILLE, MD, 2065 |
| Form 990EZ, Part I, Line 10 | VETERANS HOME; DONATION; CHARLOTTE HALL VETERANS HOME: 29449 CHARLOTTE HALL ROAD, CHARLOTTE HALL, MD |
| Form 990EZ, Part I, Line 10 | SCHOLARSHIP; SCHOLARSHIP; SCHOLARSHIPS TO GRADUATING SENIORS: , , , ; , 30000. |
| Form 990EZ, Part I, Line 10 | INTERNATIONAL PROJECT--MOBILE DENTAL & MEDICAL CLINIC, MUMBAI, INDIA; GRANT; THE ROTARY FOUNDATION: |
| Form 990EZ, Part I, Line 16 | MEMBERSHIP DUES 578. |
| Form 990EZ, Part I, Line 16 | MISCELLANEOUS EXPENSES 3220. |