Form 990 for tax year 2023
Filed by BALTIMORE ROTARY FOUNDATION INC.
Totals
- Total revenue
- $486,971
- Total expenses
- $163,189
- Contributions and grants received
- $23,494
- Grants paid
- $137,754
- Program service revenue
- $0
- Investment income
- $463,477
- Other revenue
- $0
- Total assets, end of year
- $3,633,588
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,633,588
- Program services expenses (Part IX)
- $137,754
- Management and general expenses
- $25,435
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $137,754
Program services were 84.4% 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
$23,494
-
3 · Investment income
total $57,896 · excluded $57,896
-
7a · Gross sales of assets other than inventory
securities $976,830
-
7b · Less cost or other basis and sales expenses
securities $571,249
-
7c · Gain or loss
securities $405,581
-
7d · Net gain or loss
total $405,581 · excluded $405,581
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $137,754 · program services $137,754
-
11f · Fees: investment management
total $25,435 · management and general $25,435
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $46,806 · end of year $57,458
-
11 · Investments: publicly traded securities
beginning of year $3,184,173 · end of year $3,576,130
-
27 · Net assets without donor restrictions
beginning of year $3,230,979 · end of year $3,633,588
Mission and programs · 2023
Mission
TO PROVIDE VOLUNTEER SERVICES AND FINANCIAL SUPPORT TO CHARITABLE 501(C)3 EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS THROUGH GRANTS WITH EMPHSASIS ON COMMUNITY YOUTH AND INTERNATIONAL ORGANIZATIONS
Activities or mission (Part I)
TO PROVIDE VOLUNTEER SERVICES AND FINANCIAL SUPPORT TO 501(C)3 EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS THROUGH GRANTS WITH EMPHASIS ON COMMUNITY, YOUTH AND INTERNATIONAL ORGANIZATIONS.
-
WITH INPUT FROM THE ROTARY CLUB OF BALTIMORE, GRANTS WERE ALLOCATED TO THE FOLLOWING AREAS:COMMUNITY SERVICE ORGANIZATIONS $53,579YOUTH SERVICES ORGANIZATIONS $75,675INTERNATIONAL OUTREACH $8,500 TOTAL $137,754
Expenses $137,754 · Grants $137,754 · Revenue $486,971
As filed on the 2023 return.
Listed in Part VII
-
Alexander ShortALEXANDER SHORT
PRESIDENT AND DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Walter DentWALTER DENT
VICE PRESIDENT AND DIRECTO
- Total calculated
- $0
- Hours/week
- 0.4
-
S Scott TateS SCOTT TATE
TREASURER AND DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.7
-
Carl HossfeldCARL HOSSFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
David GreenbergDAVID GREENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Phaedra StewartPHAEDRA STEWART
SECRETARY AND DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Troy WilsonTROY WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Howard WeisbergHOWARD WEISBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Deborah BurgessDEBORAH BURGESS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Kelly StickneyKELLY STICKNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
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
-
$15,500
OPERATING EXPENSES
-
OPERATING EXPENSES
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.
-
501(C)(4) · CIVIC CLUB · MD
-
TRUSTEES OF THE STUDENT SCHOLARSHIP FUND OF THE ROTARY CLUB OF BALTIMORE
501(C)(3) · SCHOLARSHIP FUND · MD
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349306247
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