CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-04
- IRS object ID
- 201600359349200340
- Schema version
- 2014v6.0
- 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 | 2016-02-04T15:26:40-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | DR ILA SHAH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3018845904 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS C ERICKSON | PreparerPersonNm |
| Phone | 2405382128 | PhoneNum |
| Preparation | 2016-02-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | $54,868 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $16,786 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $2,803 | MembershipDuesAmt |
| Investment Income | $160 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $35,119 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $12,620 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $22,499 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $42,248 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $41,888 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $4,201 | OtherExpensesTotalAmt |
| Total Expenses | $46,089 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,841 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $121,095 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $117,254 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,095 | BOYAmt |
| EOY | $117,254 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,095 | BOYAmt |
| EOY | $117,254 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,095 | BOYAmt |
| EOY | $117,254 | 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 FIFTEEN STUDENTS | $15,000 | $15,000 | |
| GAVE MEDICAL EQUIPMENT TO THOSE IN NEED | $8,038 | $8,038 | |
| ROTARY CLUB FOUNDATION GLOBAL GRANT, INDIA WATER PROJECT | $8,375 | $8,375 | Yes (X) |
| SEE SCHEDULE O | $10,475 | $10,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $42,255 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DR ILA SHAH | ||
| PRESIDENT | 4.00 | $0 |
| STEPHEN MATTINGLY | ||
| TREASURER | 2.00 | $0 |
| ARUNA SHAH | ||
| 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 | $2,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,629 | CurrentTaxYearAmt |
| Total | $65,536 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,480 | CurrentTaxYearAmt |
| Total | $107,334 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,109 | CurrentTaxYearAmt |
| Total | $172,870 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $172,870 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160 | CurrentTaxYearAmt |
| Total | $2,791 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160 | CurrentTaxYearAmt |
| Total | $2,791 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,661 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98410 | PublicSupportCY509Pct |
| Investment Income CY | 0.01590 | InvestmentIncomeCYPct |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | SCHOLARSHIP SCHOLARSHIP SCHOLARSHIPS TO 15 STUDENTS NO RELATION 15000. MEDICAL - FREE DENTAL DONATION THE MISSION OF MERCY MD - PA NONE 8038. INDIA WATER PROJECT GRANT THE ROTARY FOUNDATION PARENT NON-PROFIT 8000. KENYA WATER PROJECT GRANT THE ROTARY FOUNDATION, ONE ROTARY CENTER PARENT NON-PROFIT 375. DONATION DONATION ST. MARY'S COUNTY NURSING CENTER NONE 250. DONATION DONATION DOWN SYNDROME ASSOCIATION OF SOUTHERN MD NONE 1750. DONATION DONATION SPECIAL OLYMPICS MARYLAND NON 1000. DONATION DO |
| Form 990EZ, Part I, Line 16 | MEMBERSHIP DUES 2382. MISCELLANEOUS EXPENSES 1819. |