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Nonprofiteer
← ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION.

Totals

Total revenue
$190,246
Total expenses
$113,481
Contributions and grants received
$64,500
Grants paid
$61,500
Program service revenue
$0
Investment income
$112,195
Other revenue
$13,551
Total assets, end of year
$2,275,522
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,275,522
Program services expenses (Part IX)
$112,401
Management and general expenses
$1,080
Fundraising expenses
$0
Program service expenses (Part III)
$112,401

Program services were 99.0% 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

    $64,500

  • 3 · Investment income

    total $78,168 · related or exempt $78,168

  • 7a · Gross sales of assets other than inventory

    securities $118,272

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

    securities $84,245

  • 7c · Gain or loss

    securities $34,027

  • 7d · Net gain or loss

    total $34,027 · related or exempt $34,027

  • 8a · Fundraising events: gross income

    $27,000

  • 8b · Fundraising events: direct expenses

    $13,449

  • 8c · Net income from fundraising events

    total $13,551

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,000 · program services $20,000

  • 2 · Grants to domestic individuals

    total $41,500 · program services $41,500

  • 12 · Advertising and promotion

    total $3,752 · program services $3,752

  • 13 · Office expenses

    total $1,080 · management and general $1,080

  • 24a · Other expenses: COMMUNITY GIVING < 5,000

    total $47,149 · program services $47,149

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,799 · end of year $24,849

  • 4 · Accounts receivable

    end of year $2,000

  • 11 · Investments: publicly traded securities

    beginning of year $2,009,763 · end of year $2,248,673

  • 27 · Net assets without donor restrictions

    beginning of year -$17,857 · end of year -$638

  • 28 · Net assets with donor restrictions

    beginning of year $2,057,419 · end of year $2,276,160

Mission and programs · 2023

Mission

TO PROVIDE SCHOLARSHIPS TO QUALIFIED STUDENTS AND FUNDS FOR VARIOUS CHARITABLE AND CIVIC/COMMUNITY ORGANIZATIONS.

  • AMOUNTS PAID TO LOCAL CHARITIES COVERING CIVIC & COMMUNITY EDUCATION, HEALTH, YOUTH, ELDERELY - ALL BASED ON APPLICATIONS FROM VARIOUS ORGANIZATIONS - ACTED UPON BY THE CHARITY'S COMMITTEE AND THE BOARD OF DIRECTORS.

    Expenses $67,149 · Grants $61,500

  • SCHOLARSHIP AWARDS ARE BASED ON RECOMMENDATIONS FROM AREA SCHOOL COUNSELORS, ETC. THE SCHOLARSHIP COMMITTEE MAKES THE FINAL REVIEW AND DECISION.

    Expenses $45,252 · Grants $41,500

As filed on the 2023 return.

Listed in Part VII

  • Pieter Hollenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thomas Morse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Eric Rosenberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Sweeney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Douglas Bohlman

    PRESIDENT-EL

    Total calculated
    $0
    Hours/week
    2

  • Virginia Finer

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Karyn Finkelson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • Joyce McCabe

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Shannon Mills

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Vincent Trento

    TREASURER

    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

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
4 November 2024
IRS schema version
2023v6.0
Source object
202501339349308025

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