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Nonprofiteer
← THE SUMMIT COUNTY ROTARY CHARITABLE FUND

Form 990 for tax year 2023

Filed by THE SUMMIT COUNTY ROTARY CHARITABLE FUND.

Totals

Total revenue
$421,068
Total expenses
$332,999
Contributions and grants received
$150,449
Grants paid
$304,342
Program service revenue
$0
Investment income
$210,351
Other revenue
$60,268
Total assets, end of year
$1,797,340
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,797,340
Program services expenses (Part IX)
$304,342
Management and general expenses
$28,657
Fundraising expenses
$0
Program service expenses (Part III)
$304,342

Program services were 91.4% 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.

  • 1f · All other contributions, gifts and grants

    $150,449

  • 3 · Investment income

    total $210,351 · excluded $210,351

  • 8a · Fundraising events: gross income

    $26,744

  • 8b · Fundraising events: direct expenses

    $13,312

  • 8c · Net income from fundraising events

    total $13,432 · excluded $13,432

  • 9a · Gaming: gross income

    $77,304

  • 9b · Gaming: direct expenses

    $30,468

  • 9c · Net income from gaming

    total $46,836 · related or exempt $46,836

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $242,368 · program services $242,368

  • 2 · Grants to domestic individuals

    total $61,974 · program services $61,974

  • 11c · Fees: accounting

    total $9,720 · management and general $9,720

  • 11g · Fees: other

    total $18,937 · management and general $18,937

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $107,324 · end of year $70,994

  • 2 · Savings and temporary cash investments

    beginning of year $15,420 · end of year $16,284

  • 11 · Investments: publicly traded securities

    beginning of year $1,586,527 · end of year $1,710,062

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,709,271 · end of year $1,797,340

Mission and programs · 2023

Mission

PROVIDE FUNDS FOR COMMUNITY AND INTERNATIONAL SERVICES

  • NEW GENERATION/VOCATIONAL SERVCES: STUDENT EXCELLENCE AWARDS, LOCAL SCHOLARSHIPS, RYLA, AND VOCATIONAL PROFESSIONAL AWARDS AND YOUTH EXCHANGE STUDENT PROGRAM.

    Expenses $68,981

  • COMMUNITY SERVICE: COMMUNITY CARE CLINIC, LITERACY PROGRAM, LOCAL GRANTS, TROOP SUPPORT, COMMUNITY DINNER, THANKSGIVING DINNER, FRIENDS OF DILLON RANGER DISTRICT, COMMUNTY FOOD PROJECTS, ADOPT AN ANGEL PROGRAMS AND OTHERS

    Expenses $201,861

  • INTERNATIONAL SERVICE: POLIO PLUS, SUMMIT IN HONDURAS, GUATAMALA LITERACY PROJECT, CAMBODIA WATER PROJECT, SHELTER BOX AND OTHER SMALLER PROJECTS.

    Expenses $33,500

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRIAN BLANKENMEISTER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DAVID PREUSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICH WILLIAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DIANE MONAGHAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TERRY MCGEEHAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BOB KOPP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WENDY MYER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

Provenance

Return type
form_990
Tax year
2023
Filed
16 October 2024
IRS schema version
2023v5.1
Source object
202433479349301453

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