CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201403219349202215
- Schema version
- 2013v3.1
- 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 | 2014-11-17T09:44:18-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAH ASSOCIATES CPA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 BLACKBURN LN STE 110 | AddressLine1 |
| City | BURTONSVILLE | City |
| State | MD | State |
| ZIP Code | 208666134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Charlotte Hall | City |
| State | MD | State |
| ZIP Code | 20622 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ILA SHAH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SATISH P SHAH CPA | PreparerPersonNm |
| PTIN | P01038840 | PTIN |
| Phone | 3014769476 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | $40,233 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $13,786 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $3,000 | MembershipDuesAmt |
| Investment Income | $143 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gaming Gross Income | $23,304 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,336 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $7,968 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $24,897 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $34,443 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $2,551 | OtherExpensesTotalAmt |
| Total Expenses | $36,994 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$12,097 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $133,192 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $121,095 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,192 | BOYAmt |
| EOY | $121,095 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,192 | BOYAmt |
| EOY | $121,095 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,192 | BOYAmt |
| EOY | $121,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CHARITABLE PURPOSE - MEDICAL CARE TO THE NEEDY PEOPLE AND EDUCATIONAL ASSISTANCE TO THE NEEDY STUDENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (10 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| EDUCATIONAL SCHOLARSHIPS TO TWENTY STUDENTS $19,600 | $19,600 |
| ROTARY FOUNDATION ANNUAL FUND - SHARE $1,200 | $1,200 |
| TO HELP POLIO VICTIMS $1,000 | $1,000 |
| CAMP TUITION FOR DISABLE CHILD $600 | $600 |
| GAVE MEDICAL EQUIPMENT, WHEELCHAIRS TO NEEDY PEOPLE $2,800 | $2,800 |
| TO HELP EQUESTIAN ATHHLETES $2,240 | $2,240 |
| TO SPONSOR FILM FESTIVAL OF DISABLED $1,000 | $1,000 |
| DICTIONARIES FOR NEEDY THIRD GRADERS $528 | $528 |
| MISCELLANEOUS DONATIONS $475 | $475 |
| RORARY CLUB OF PARKER FOUNDATION $5,000 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,443 | 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) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| 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 | AddressLine1 |
| City | Mechanicsville | City |
| State | MD | State |
| ZIP Code | 20659 | ZIPCode |
| 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,786 | CurrentTaxYearAmt |
| Total | $31,657 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,304 | CurrentTaxYearAmt |
| Total | $96,123 | 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 |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,090 | CurrentTaxYearAmt |
| Total | $127,780 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $127,780 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143 | CurrentTaxYearAmt |
| Total | $3,040 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143 | CurrentTaxYearAmt |
| Total | $3,040 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,233 | CurrentTaxYearAmt |
| Total | $130,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97680 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96530 | PublicSupportPY509Pct |
| Investment Income CY | 0.02320 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03470 | 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 | $20,959 | GrossRevenueBingoAmt |
| Other Direct Expenses Bingo | $15,336 | OtherDirectExpensesBingoAmt |
| Volunteer Labor Bingo | Yes (true) | VolunteerLaborBingoInd |
| Volunteer Labor Bingo | 1.00000 | VolunteerLaborBingoPct |
| Gross Revenue Pull Tabs | $2,345 | GrossRevenuePullTabsAmt |
| Volunteer Labor Pull Tabs | Yes (true) | VolunteerLaborPullTabsInd |
| Volunteer Labor Pull Tabs | 1.00000 | VolunteerLaborPullTabsPct |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $23,304 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $15,336 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $15,336 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $7,968 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MD | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | MEMBERSHIP DUES $1921 |
| Other Expenses.2 | MISCELLANEOUS EXPENSES $630 |