CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-09
- IRS object ID
- 201203149349200835
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-09T04:43:33-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAH ASSOCIATES CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 BLACKBURN LANE SUITE 110 | AddressLine1 |
| City | Burtonsville | City |
| State | MD | State |
| ZIP Code | 20866 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522170259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLOTTE HALL ROTARY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 3018845904 | Phone |
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 | 206223042 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR ILA SHAH | Name |
| Title | PRESIDENT | Title |
| Phone | 3018845904 | Phone |
| Date Signed | 2012-10-26 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SATISH SHAH | Name |
| Phone | 3014769476 | Phone |
| Date Prepared | 2012-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 21258 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 400 | ContributionsGiftsGrantsEtc |
| Investment Income | 471 | InvestmentIncome |
| Gaming Gross Income | 20387 | GamingGrossIncome |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 5688 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 14699 | SpecialEventsNetIncomeLoss |
| Total Revenue | 15570 | TotalRevenue |
| Grants And Similar Amounts Paid | 17615 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 79 | OtherExpensesTotal |
| Total Expenses | 17694 | TotalExpenses |
| Excess Or Deficit For Year | -2124 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 147889 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 145765 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147889 | BOY |
| EOY | 145765 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147889 | BOY |
| EOY | 145765 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147889 | BOY |
| EOY | 145765 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CHARITABLE PURPOSE - MEDICAL CARE TO THE NEEDY PEOPLE AND EDUCATIONAL ASSISTANCE TO THE NEEDY STUDENTS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (7 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| ST. MARY'S COUNTY PARKS & RECREATION SIGNS FOR SENIORS WALKING PATH | 3000 |
| EDUCATIONAL SCHOLARSHIPS TO EIGHT STUDENTS | 6915 |
| 2012 SPROUT FILM FESTIVAL SHOWCASE FILMS WITH DEVELOPMENTAL DISABILITIES | 2000 |
| POLIO PLUS ERADICATION PROGRAM | 1000 |
| CHRISTMAS IN APRIL PROGRAM | 1000 |
| VARIOUS MISCELLANEOUS CHARITIES | 700 |
| VARIOUS ROTARY CHAPTERS FOR VARIOUS COMMUNITY CHARITIES | 3000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 17615 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DR ILA SHAH | ||||||
| 40734 PARLETT MORGAN ROAD | Mechanicsville | MD | 20659 | PRESIDENT | 4.00 | 0 |
| STEPHEN MATTINGLY | ||||||
| 28290 THREE NOTCH ROAD | Mechanicsville | MD | 20659 | TREASURER | 2.00 | 0 |
| ARUNA SHAH | ||||||
| 15603 OAK GLEN CIRCLE | Hughesville | MD | 20637 | SECRETARY | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN D MATTINGLY | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 3018845904 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7865 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 400 | CurrentTaxYear |
| Total | 17187 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 80071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9269 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20387 | CurrentTaxYear |
| Total | 136890 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87936 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15777 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10019 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20787 | CurrentTaxYear |
| Total | 154077 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 154077 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 825 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 409 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1743 | CurrentTaxYearMinus1Year |
| Current Tax Year | 471 | CurrentTaxYear |
| Total | 3778 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 825 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 409 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1743 | CurrentTaxYearMinus1Year |
| Current Tax Year | 471 | CurrentTaxYear |
| Total | 3778 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 88266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16602 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10428 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21258 | CurrentTaxYear |
| Total | 157855 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97610 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98080 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02390 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01920 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
Schedule G IRS990ScheduleG
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | 20387 | GrossRevenueBingo |
| Other Direct Expenses Bingo | 5688 | OtherDirectExpensesBingo |
| Volunteer Labor Bingo | true | VolunteerLaborBingo |
| Volunteer Labor Percentage Bingo | 1.00000 | VolunteerLaborPercentageBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 20387 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 5688 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 5688 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 14699 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MD | StatesWhereGamingConducted |
| Explanation If No | IT IS ONE TIME EVENT EACH YEAR. BINGO - NOT FOR CASH, FOR PRIZES. JUST APPLIED FOR LICENSE. | ExplanationIfNo |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PAGE 1, LINE 10 ST. MARY'S COUNTY PARKS & RECREATION SIGNS FOR SENIORS WALKING PATH $3,000 EDUCATIONAL SCHOLARSHIPS TO EIGHT STUDENTS $6,915 THE ROTART FOUNDATION ANNUAL DONATION $1,000 CHARLOTTE HALL ROTARY CLUB DONATIONS $2,000 THE ROTART FOUNDATION POLIO PROGRAM $1,000 CHRISTMAS IN APRIL PROGRAM $1,000 MISCELLANEOUS CHARITIES $ 700 ARC OF SO MD FILMS FEATURING ACTORS WITH DISABILITIES $2,000 PAGE 1, LINE 16 REGISTRATION FEE $75 BANK CHARGES $ 4 PAGE 3, LINE 35- LINE 6A, PAGE 1 $20,387 FOR BINGO FUND RAISING - CHARITABLE, NOT BUSINESS ACTIVITY | Explanation |