Form 990 for tax year 2022
Filed by ROTARY OF ANNAPOLIS FOUNDATION INC.
Totals
- Total revenue
- $134,940
- Total expenses
- $150,733
- Contributions and grants received
- $116,445
- Grants paid
- $128,737
- Program service revenue
- $0
- Investment income
- $18,277
- Other revenue
- $218
- Total assets, end of year
- $1,146,093
- Total liabilities, end of year
- $40,981
- Net assets or fund balances, end of year
- $1,105,112
- Program services expenses (Part IX)
- $139,679
- Management and general expenses
- $11,054
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $139,679
Program services were 92.7% 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.
-
1c · Fundraising events
$71,675
-
1f · All other contributions, gifts and grants
$44,770
-
3 · Investment income
total $25,169 · excluded $25,169
-
7a · Gross sales of assets other than inventory
securities $77,076
-
7b · Less cost or other basis and sales expenses
securities $83,968
-
7c · Gain or loss
securities -$6,892
-
7d · Net gain or loss
total -$6,892 · excluded -$6,892
-
8a · Fundraising events: gross income
$137,056
-
8a · Fundraising events: contributions included on line 1c
$71,675
-
8b · Fundraising events: direct expenses
$137,056
-
11a · Other revenue: MISCELLANEOUS INCOME
total $218 · related or exempt $218
-
11e · Other revenue, total
$218
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $128,737 · program services $128,737
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,175 · management and general $1,175
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $6,748 · management and general $6,748
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $2,531 · management and general $2,531
-
14 · Information technology
total $600 · management and general $600
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: LITTLE FREE LIBRARY PROJECT
total $6,053 · program services $6,053
-
24b · Other expenses: CARE COMPASSION EXPENSES
total $1,744 · program services $1,744
-
24c · Other expenses: CENTENNIAL DICTIONARY PROGRAMS
total $2,060 · program services $2,060
-
24d · Other expenses: INT. LANE EXPENSES
total $1,085 · program services $1,085
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $86,673 · end of year $84,882
-
9 · Prepaid expenses and deferred charges
beginning of year $3,968 · end of year $7,085
-
11 · Investments: publicly traded securities
beginning of year $987,885 · end of year $1,051,626
-
15 · Other assets
end of year $2,500
-
17 · Accounts payable and accrued expenses
beginning of year $100
-
19 · Deferred revenue
beginning of year $41,095 · end of year $40,981
-
27 · Net assets without donor restrictions
beginning of year $1,037,331 · end of year $1,105,112
Mission and programs · 2022
Mission
DONATIONS ARE MADE TO SUPPORT CHARITABLE ACTIVITIES WITHIN THE COMMUNITY AND GLOBALLY THROUGH ROTARY INTERNATIONAL, TO HELP THE LESS FORTUNATE AND THOSE IN NEED, TO FURTHER THE DEVELOPMENT OF YOUTH, AND TO SUPPORT PROGRAMS FOR THE SICK AND ELDERLY.
Activities or mission (Part I)
DONATIONS ARE MADE TO SUPPORT CHARITABLE ACTIVITIES WITHIN THE COMMUNITY AND GLOBALLY THROUGH ROTARY INTERNATIONAL, TO HELP THE LESS FORTUNATE AND THOSE IN NEED, TO FURTHER THE DEVELOPMENT OF YOUTH SEE PART III, LINE 1
-
PROVIDE DONATIONS TO CHARITABLE ORGANIZATIONS SUPPORTING THE LOCAL COMMUNITY TO BENEFIT THOSE IN NEED AND TO CHARITABLE ORGANIZATIONS FOCUSED ON PROVIDING EDUCATIONAL, HEALTH, AND SOCIAL SERVICES TO THE COMMUNITY.
Expenses $139,679 · Grants $128,737 · Revenue $134,940
As filed on the 2022 return.
Listed in Part VII
-
Rob DewsROB DEWS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Carolyn RichardsCAROLYN RICHARDS
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Daniel HurleyDANIEL HURLEY
VP FINANCE
- Total calculated
- $0
- Hours/week
- 4
-
Bob YoungBOB YOUNG
VP CLUB ACTIVITIES
- Total calculated
- $0
- Hours/week
- 4
-
Susan WeberSUSAN WEBER
TREASURER
- Total calculated
- $0
- Hours/week
- 10
-
Susan KeyserSUSAN KEYSER
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Carlyn LoweryCARLYN LOWERY
VP COMMUNICATIONS
- Total calculated
- $0
- Hours/week
- 4
-
Bob ReedyBOB REEDY
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 4
-
Pamela UrnoweyPAMELA URNOWEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Fred PaoneFRED PAONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Julie SnyderJULIE SNYDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Michelle HellsternMICHELLE HELLSTERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Jerray SlocumJERRAY SLOCUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Cynthia DanjczekCYNTHIA DANJCZEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
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
-
$40,000
GENERAL SUPPORT
-
$5,100
GENERAL SUPPORT
-
$5,000
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312759349302011
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