CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-10
- IRS object ID
- 201720419349200967
- Schema version
- 2015v3.0
- 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 | 2017-02-10T18:25:52-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | THOMAS DENNISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3018845904 | PhoneNum |
| Signature | 2017-01-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS C ERICKSON | PreparerPersonNm |
| Phone | 2405382128 | PhoneNum |
| Preparation | 2017-02-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $77,580 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $27,505 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $2,550 | MembershipDuesAmt |
| Investment Income | $180 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $45,860 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,142 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $27,718 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $1,485 | OtherRevenueTotalAmt |
| Total Revenue | $59,438 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $50,195 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $3,572 | OtherExpensesTotalAmt |
| Total Expenses | $53,767 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,671 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $117,254 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $122,925 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,254 | BOYAmt |
| EOY | $122,925 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,254 | BOYAmt |
| EOY | $122,925 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,254 | BOYAmt |
| EOY | $122,925 | 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 | $20,500 | $20,500 | |
| CAMP MARIA PROJECT FOR THE DISABLED REPLACING 6 HANDICAP RAMPS AT CAMP MARIA | $8,985 | $8,985 | |
| ROTARY CLUB FOUNDATION GLOBAL GRANT #GG1635575 (BATHROOM FACILITIES) | $8,000 | $8,000 | Yes (X) |
| SEE SCHEDULE O | $12,710 | $12,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $50,195 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| THOMAS DENNISON | ||
| PRESIDENT | 4.00 | $0 |
| STEPHEN MATTINGLY | ||
| TREASURER | 2.00 | $0 |
| JOSEPH O'NEILL | ||
| SECRETARY | 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 | $400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,055 | CurrentTaxYearAmt |
| Total | $93,376 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,860 | CurrentTaxYearAmt |
| Total | $135,851 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,915 | CurrentTaxYearAmt |
| Total | $229,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $229,227 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180 | CurrentTaxYearAmt |
| Total | $1,228 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180 | CurrentTaxYearAmt |
| Total | $1,228 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99470 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98410 | PublicSupportPY509Pct |
| Investment Income CY | 0.00530 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01590 | 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 (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | FUNDS RETURNED FROM CANCELLED PROJECT FROM 2015 1485. |
| Form 990EZ, Part I, Line 10 | FEED HOMELESS IN ST. MARY'S COUNTY, MD; GRANT; ST. MARY'S COUNTY WARM PROGRAM: PO BOX 1174, LEXINGTO |
| Form 990EZ, Part I, Line 10 | REPLACE 6 HANDICAP RAMPS; GRANT; CAMP MARIA RETREAT CENTER: 41290 CAMP MARIA ROAD, LEONARDTOWN, MD, |
| Form 990EZ, Part I, Line 10 | ASSIST THE HOMELESS; GRANT; CHARLES COUNTY LIFESTYLES HOMELESS PROGRAM: PO BOX 1794, LA PLATA, MD, 2 |
| Form 990EZ, Part I, Line 10 | INTERNATIONAL PROJECT--BATHROOM FACILITIES; GRANT; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SH |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SHERMAN AVE, EVANSTON, IL, 60201; |
| Form 990EZ, Part I, Line 10 | SCHOLARSHIP; SCHOLARSHIP; SCHOLARSHIPS TO GRADUATING SENIORS: , , , ; , 20500. |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; OPERATION WARRIOR REFUGE: 25420 ROSEDALE MANOR LN, HOLLYWOOD, MD, 20636; NONE, 5 |
| Form 990EZ, Part I, Line 10 | DICTIONARIES FOR NEEDY THIRD GRADERS; DONATION; : , , , ; , 600. |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; ST. MARY'S COUNTY NURSING CENTER: PO BOX 904, LEONARDTOWN, MD, 20650; NONE, 250. |
| Form 990EZ, Part I, Line 10 | DONATION; DONATION; DOWN SYNDROME ASSOCIATION OF SOUTHERN MD: PO BOX 455, HUGHESVILLE, MD, 20637; NO |
| Form 990EZ, Part I, Line 10 | PURCHASE COMPUTER FOR DISABLED CHILD; DONATION; : , , , ; , 250. |
| Form 990EZ, Part I, Line 10 | SCHOOL SUPPLIES FOR ELEMENTARY SCHOOL CHILDREN; DONATION; : , , , ; , 860. |
| Form 990EZ, Part I, Line 16 | MEMBERSHIP DUES 3152. |
| Form 990EZ, Part I, Line 16 | MISCELLANEOUS EXPENSES 420. |