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← TRUSTEES OF THE STUDENT SCHOLARSHIP FUND OF THE ROTARY CLUB OF BALTIMO

Form 990 for tax year 2023

Filed by TRUSTEES OF THE STUDENT SCHOLARSHIP FUND OF THE ROTARY CLUB OF BALTIMO.

Totals

Total revenue
$43,680
Total expenses
$34,338
Contributions and grants received
$10,704
Grants paid
$30,000
Program service revenue
$0
Investment income
$32,976
Other revenue
$0
Total assets, end of year
$583,769
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$583,769
Program services expenses (Part IX)
$30,000
Management and general expenses
$4,338
Fundraising expenses
$0
Program service expenses (Part III)
$30,000

Program services were 87.4% 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.

  • 1d · Related organizations

    $5,750

  • 1f · All other contributions, gifts and grants

    $4,954

  • 3 · Investment income

    total $13,744 · excluded $13,744

  • 7a · Gross sales of assets other than inventory

    securities $89,354

  • 7b · Less cost or other basis and sales expenses

    securities $70,122

  • 7c · Gain or loss

    securities $19,232

  • 7d · Net gain or loss

    total $19,232 · related or exempt $19,232

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $30,000 · program services $30,000

  • 11f · Fees: investment management

    total $4,338 · management and general $4,338

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $528,031 · end of year $583,769

  • 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 $0 · end of year $0

Mission and programs · 2023

Mission

THE MISSION OF THE CORPORATION IS TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS WHO ARE RESIDENTS OF THE STATE OF MARYLAND ATTENDING PRIVATE COLLEGES IN BALTIMORE CITY OR BALTIMORE COUNTY, MARYLAND AND WHO ARE ENTERING THEIR JUNIOR OR SENIOR YEAR OF COLLEGE.

Activities or mission (Part I)

TO PROVIDE SCHOLARSHIPS TO BALTIMORE-AREA COLLEGE STUDENTS OF NEED

  • AWARDED $2,500 SCHOLARSHIPS TO 12 BALTIMORE AREA STUDENTS TO ATTEND COLLEGE.

    Grants $30,000

As filed on the 2023 return.

Listed in Part VII

  • S Scott Tate

    PRESIDENT

    Total calculated
    $0
    Hours/week
    30

  • Phaedra Stewart

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • John O Mitchell III

    TREASURER

    Total calculated
    $0
    Hours/week
    20

  • Roger Kauffman

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • Walt Dent

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Debbie Burgess

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • David Greenberg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Latasha Vanzie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jef Doyle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jane Sumner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Kelly Stickney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jack Huskin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Tom Blanchard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

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

No itemized grants to organizations on this return.

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
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349306366

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