Skip to content
Nonprofiteer
← CHARLOTTE HALL ROTARY FOUNDATION INC

Form 990 for tax year 2023

Filed by CHARLOTTE HALL ROTARY FOUNDATION INC.

Totals

Total revenue
$207,855
Total expenses
$256,060
Contributions and grants received
$184,025
Grants paid
$252,093
Program service revenue
$0
Investment income
$298
Other revenue
$23,532
Total assets, end of year
$166,033
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$166,033
Program services expenses (Part IX)
$252,093
Management and general expenses
$3,967
Fundraising expenses
$0
Program service expenses (Part III)
$252,093

Program services were 98.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $4,193

  • 1c · Fundraising events

    $21,610

  • 1f · All other contributions, gifts and grants

    $158,222

  • 3 · Investment income

    total $298 · related or exempt $298

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $21,610

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $32,893

  • 9b · Gaming: direct expenses

    $9,361

  • 9c · Net income from gaming

    total $23,532 · related or exempt $23,532

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $243,093 · program services $243,093

  • 2 · Grants to domestic individuals

    total $9,000 · program services $9,000

  • 11c · Fees: accounting

    total $1,050 · management and general $1,050

  • 11g · Fees: other

    total $200 · management and general $200

  • 13 · Office expenses

    total $114 · management and general $114

  • 24a · Other expenses: MEMBERSHIP DUES

    total $2,603 · management and general $2,603

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $214,238 · end of year $166,033

  • 27 · Net assets without donor restrictions

    beginning of year $30,255 · end of year $40,150

  • 28 · Net assets with donor restrictions

    beginning of year $183,983 · end of year $125,883

Mission and programs · 2023

Mission

THE ROTARY CLUB OF CHARLOTTE HALL VALUES SERVICE ABOVE SELF. THE GROUP IS DEVOTED TO ASSISTING THE LOCAL COMMUNITY AND THOSE IN NEED AROUND THE WORLD.

Activities or mission (Part I)

THE CHARLOTTE HALL ROTARY FOUNDATION INC IS ONE OF THE LOCAL CHAPTERS OF THE GLOBAL ROTARY CLUB ORGANIZATION, THE MISSION OF WHICH IS TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACH THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. TOGETHER, WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE - ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES. ROTARY IS DEDICATED TO CAUSES THAT BUILD INTERNATIONAL RELATIONSHIPS, IMPROVE LIVES, AND CREATE A BETTER WORLD TO SUPPORT OUT PEACE EFFORTS AND END POLIO FOREVER. ROTARY MEMBERS BELIEVE THAT WE HAVE A SHARED RESPONSIBILITY TO TAKE ACTION ON OUR WORLD'S MOST PERSISTENT ISSUES. OUR 35000+ CLUBS WORK TOGETHER TO: PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER, SANITATION, AND HYGIENE, SAVE MOTHERS AND CHILDREN, SUPPORT EDUCATION AND GROW LOCAL ECONOMIES.

  • GRANTS AND DONATIONS TO ROTARY INTERNATIONAL: TO PROVIDE DONATIONS FOR WORLD FUND FOR FUNDING VARIOUS GLOBAL PROJECTS INCLUDING FUNDING THE PURCHASE OF A CORNEA TOPOGRAPHER AND BIOMETER; PROVIDING ASSISTANCE FOR A SCHOOL WITH ORPHAN CHILDREN; FUNDING HEART & LUNG MEDICAL EQUIPMENT TO BANGLORE, INDIA; FUNDING A WATER SYSTEM PROJECT IN GHANA; AND PROVIDING FUNDING FOR PEDIATRIC CANCER PATIENT SURGERIES.

    Expenses $224,711 · Grants $224,711

  • EDUCATIONAL SCHOLARSHIPS - TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING SENIORS.

    Expenses $9,000 · Grants $9,000

  • DOMESTIC HUMANITARIAN EFFORTS: TO PROVIDE FINANCIAL ASSISTANCE TO OTHER LOCAL PROJECTS THAT ADDRESS COMMUNITY NEEDS.

    Expenses $18,382 · Grants $18,382

As filed on the 2023 return.

Listed in Part VII

  • ILA SHAH

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • KARRIE WOOD

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • THERESA DORSEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • RYAN SCHLOTTERBECK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN MATTINGLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • ROTARY INTERNATIONAL

    $225,211

    CONTRIBUTE TO WORLD FUND

Provenance

Return type
form_990
Tax year
2023
Filed
3 September 2024
IRS schema version
2023v5.1
Source object
202402769349301610

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.