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← ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION

Form 990 for tax year 2023

Filed by ROTARY CLUB OF BIRMINGHAM-SUNRISE FOUNDATION.

Totals

Total revenue
$62,811
Total expenses
$34,980
Contributions and grants received
$30,214
Grants paid
$32,558
Program service revenue
$0
Investment income
$6,537
Other revenue
$26,060
Total assets, end of year
$271,883
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$271,883
Program services expenses (Part IX)
$32,558
Management and general expenses
$2,422
Fundraising expenses
$0
Program service expenses (Part III)
$32,558

Program services were 93.1% 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

    $30,214

  • 3 · Investment income

    total $6,537 · excluded $6,537

  • 8a · Fundraising events: gross income

    $42,360

  • 8b · Fundraising events: direct expenses

    $16,300

  • 8c · Net income from fundraising events

    total $26,060 · excluded $26,060

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,558 · program services $32,558

  • 11f · Fees: investment management

    total $1,479 · management and general $1,479

  • 13 · Office expenses

    total $943 · management and general $943

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $84,864 · end of year $63,739

  • 12 · Investments: other securities

    beginning of year $148,875 · end of year $208,144

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $233,739 · end of year $271,883

Mission and programs · 2023

Mission

COMMUNITY SERVICE AND SOCIAL WELFARE

  • EDUCATIONAL PROGRAMS AND CHILDREN'S LITERACY SUPPORT AND FINANCIAL SUPPORT TO OTHER LOCAL CHARITABLE ORGANIZATIONS.

    Expenses $25,076 · Grants $25,076

  • IMPROVEMENTS TO THE LOCAL ROTARY TRAIL TO FURTHER COMMUNITY INVOLVEMENT AND ENCOURAGE SAFE WALKING AND BIKING INFRASTRUCTURE.

    Expenses $7,482 · Grants $7,482

As filed on the 2023 return.

Listed in Part VII

  • David Dowd

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Deborah McGill Smith

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jim Richardson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ann Gulledge

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mabry Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Clinton Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Norman Jetmundsen

    DIRECTOR

    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

  • ROTARY INTERNATIONAL FOUNDATION - PAUL HARRIS FELLOWSHIP

    $10,200

    TO FURTHER THE FUNDING AND OPERATIONS OF THE ORGANIZATION'S CHARITABLE ENDEAVORS

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413179349302186

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