ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC (EIN 03-0343309)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-01
- IRS object ID
- 202423069349300617
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T09:01:32-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030340114 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUDGETT JENNETT & KROGH-WISNER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 MAIN ST STE 2 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030343309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF MONTPELIER VERMONT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8022796311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 441 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER GALFETTI | PersonNm |
| Person Title | SECRETARY &TREASURER | PersonTitleTxt |
| Phone | 8022796311 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN J PACKIE CPA | PreparerPersonNm |
| PTIN | P01442458 | PTIN |
| Phone | 8022299193 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARC GWINN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 441 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $217,152 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | THE CHARITABLE FOUNDATION SUPPORTS THE ACTIVITIES OF THE LOCAL MONTPELIER, VT CHAPTER OF ROTARY INTERNATIONAL. THE FOUNDATION RAISES MONEY TO PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL SENIORS, GRANTS TO LOCAL NON-PROFITS, AND FOOD FOR INDIGENT ELEMENTARY SCHOOL STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $29,137 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $424 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,207 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,323 | CYInvestmentIncomeAmt |
| CY Other Revenue | -$1,721 | CYOtherRevenueAmt |
| PY Total Revenue | $73,768 | PYTotalRevenueAmt |
| CY Total Revenue | $80,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $86,044 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $86,732 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,336 | PYOtherExpensesAmt |
| CY Other Expenses | $1,779 | CYOtherExpensesAmt |
| PY Total Expenses | $88,380 | PYTotalExpensesAmt |
| CY Total Expenses | $88,511 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,612 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,536 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,614,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,693,008 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,614,229 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,693,008 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHARITABLE FOUNDATION SUPPORTS THE ACTIVITIES OF THE LOCAL MONTPELIER, VT CHAPTER OF ROTARY INTERNATIONAL. THE FOUNDATION RAISES MONEY TO PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL SENIORS, GRANTS TO LOCAL NON-PROFITS, AND FOOD FOR INDIGENT ELEMENTARY SCHOOL STUDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $47,000 | ExpenseAmt |
| Grant | $47,000 | GrantAmt |
| Desc | SCHOLARSHIP PROGRAM - PROVIDED 47,000 IN SCHOLARSHIPS TO 11 MONTPELIER AND EAST MONTPELIER HIGH SCHOOL SENIORS WHO WILL BE ATTENDING COLLEGE FOR FOUR YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,344 | ExpenseAmt |
| Grant | $19,344 | GrantAmt |
| Desc | BACKPACK PROGRAM - PURCHASED AND DISTRIBUTED FOOD ON A WEEKLY BASIS TO BETWEEN 76 AND 100 INDIGENT ELEMENTARY SCHOOL CHILDREN. DURING THE FISCAL YEAR, THIS PROGRAM PROVIDED OVER 2,399 BAGS OF FOOD TO AREA CHILDREN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,107 | ExpenseAmt |
| Grant | $8,107 | GrantAmt |
| Desc | COAT DRIVE - THE ORGANIZATION RAISED MONEY AND WORKED WITH OTHER LOCAL NON PROFIT ORGANIZATIONS TO PURCHASE AND DISTRIBUTE 210 WINTER COATS TO NEEDY CHILDREN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,281 | ExpenseAmt |
| Grant | $12,281 | GrantAmt |
| Desc | GRANTS AND CONTRIBUTIONS TO LOCAL NON PROFIT ORGANIZATIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,281 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $12,281 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $86,732 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER GALFETTI | PersonNm |
| Phone | 8022796311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 441 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM MILES | ||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARC GWINN | ||||||
| PRESIDENT EL | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM BENT | ||||||
| PAST PRESIDE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER GALFETTI | ||||||
| SECRETARY &T | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM HENEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELINDA VIEUX | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $6,000 | FundraisingAmt |
| All Other Contributions | $27,373 | AllOtherContributionsAmt |
| Total Contributions | $33,373 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,360 | TotalRevenueColumnAmt |
| Exclusion | $50,360 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,594 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,631 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,037 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,037 | TotalRevenueColumnAmt |
| Exclusion | -$1,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,825 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,546 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,721 | TotalRevenueColumnAmt |
| Exclusion | -$1,721 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,975 | TotalRevenueColumnAmt |
| Exclusion | $47,602 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,281 | TotalAmt |
| Program Services | $12,281 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,451 | TotalAmt |
| Program Services | $74,451 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150 | TotalAmt |
| Management And General | $1,150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629 | TotalAmt |
| Management And General | $629 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,511 | TotalAmt |
| Program Services | $86,732 | ProgramServicesAmt |
| Management And General | $1,779 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,613 | BOYAmt |
| EOY | $29,752 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,661 | BOYAmt |
| EOY | $21,784 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,573,955 | BOYAmt |
| EOY | $1,641,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,229 | BOYAmt |
| EOY | $1,693,008 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,656 | BOYAmt |
| EOY | $103,503 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,573 | BOYAmt |
| EOY | $1,589,505 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,229 | BOYAmt |
| EOY | $1,693,008 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,229 | BOYAmt |
| EOY | $1,693,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,536 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $86,315 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,373 | CurrentTaxYearAmt |
| Total | $141,127 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,373 | CurrentTaxYearAmt |
| Total | $141,127 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $141,127 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,360 | CurrentTaxYearAmt |
| Total | $330,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $471,424 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $424 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.32580 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE ORGANIZATION HAS A BOARD THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE ORGANIZATIONS PROGRAM SERVICES PROVIDE ASSISTANCE THAT BENEFITS THE GENERAL PUBLIC ON A CONTINUING BASIS. THE ORGANIZATION HAS SEVERAL LARGE PERMANENTLY RESTRICTED ENDOWMENTS GIFTED IN PRIOR YEARS THAT GENERATE SIGNIFICANT INVESTMENT INCOME WHICH GENERALLY EXCEEDS DONATIONS. IN ADDITION, CONTRIBUTIONS FROM THE PUBLIC WERE AFFECTED IN FY20, FY21 AND FY22 BECAUSE THE ORGANIZATION WAS NOT ABLE TO HOLD ITS ANNUAL MUD SEASON RAFFLE FUNDRAISING EVENT DUE TO THE COVID PANDEMIC. THE CONTRIBUTIONS THAT WERE RECEIVED WERE PRIMARILY FROM THE GENERAL PUBLIC AND UNRELATED ORGANIZATIONS. THERE IS NO CONCENTRATION OF DONATIONS FROM RELATED PARTIES OR DISQUALIFIED PERSONS. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 17A | THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE ORGANIZATION HAS A BOARD THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE ORGANIZATIONS PROGRAM SERVICES PROVIDE ASSISTANCE THAT BENEFITS THE GENERAL PUBLIC ON A CONTINUING BASIS. THE ORGANIZATION HAS SEVERAL LARGE PERMANENTLY RESTRICTED ENDOWMENTS GIFTED IN PRIOR YEARS THAT GENERATE SIGNIFICANT INVESTMENT INCOME WHICH GENERALLY EXCEEDS DONATIONS. IN ADDITION, CONTRIBUTIONS FROM THE PUBLIC WERE AFFECTED IN FY20, FY21 AND FY22 BECAUSE THE ORGANIZATION WAS NOT ABLE TO HOLD ITS ANNUAL MUD SEASON RAFFLE FUNDRAISING EVENT DUE TO THE COVID PANDEMIC. THE CONTRIBUTIONS THAT WERE RECEIVED WERE PRIMARILY FROM THE GENERAL PUBLIC AND UNRELATED ORGANIZATIONS. THERE IS NO CONCENTRATION OF DONATIONS FROM RELATED PARTIES OR DISQUALIFIED PERSONS. |
| PART II, LINE 17B | THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE ORGANIZATION HAS A BOARD THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE ORGANIZATIONS PROGRAM SERVICES PROVIDE ASSISTANCE THAT BENEFITS THE GENERAL PUBLIC ON A CONTINUING BASIS. THE ORGANIZATION HAS SEVERAL LARGE PERMANENTLY RESTRICTED ENDOWMENTS GIFTED IN PRIOR YEARS THAT GENERATE SIGNIFICANT INVESTMENT INCOME WHICH GENERALLY EXCEEDS DONATIONS. IN ADDITION, CONTRIBUTIONS FROM THE PUBLIC WERE AFFECTED IN FY20, FY21 AND FY22 BECAUSE THE ORGANIZATION WAS NOT ABLE TO HOLD ITS ANNUAL MUD SEASON RAFFLE FUNDRAISING EVENT DUE TO THE COVID PANDEMIC. THE ORGANIZATION WAS ABLE TO HOLD A FUNDRAISER IN FY23 WHICH INCREASED THE PUBLIC SUPPORT PERCENTAGE TO 32.58% FROM 29.25%. THE CONTRIBUTIONS THAT WERE RECEIVED WERE PRIMARILY FROM THE GENERAL PUBLIC AND UNRELATED ORGANIZATIONS. THERE IS NO CONCENTRATION OF DONATIONS FROM RELATED PARTIES OR DISQUALIFIED PERSONS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,482,073 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $124,932 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,000 | OtherExpendituresAmt |
| End Year Balance | $1,556,005 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,465,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $76,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $59,925 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,482,073 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,654,645 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$119,427 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $69,350 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,465,868 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,457,688 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $244,457 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,654,645 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,527,368 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,680 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $65,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,457,688 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.64000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| COLLEGE SCHOLARSHIPS | 11 | $47,000 | |||
| SCHOOL BACKPACK STUFFING | 100 | $19,344 | COST | FOOD & DISTRIBU | |
| WINTER COATS | 210 | $8,107 | COST | PURCHASE COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS FOR THE SCHOLARSHIP PROGRAM ARE SELECTED BASED ON THE FOLLOWING CRITERIA - - SMITH SCHOLARSHIP FUND - SCHOLARSHIPS ARE GIVEN TO A STUDENT LIVING IN EAST MONTPELIER WHO IS PLANNING TO PURSUE AN ASSOCIATE OR BACHELOR'S DEGREE AT AN ACCREDITED COLLEGE OR UNIVERSITY. - COHEN SCHOLARSHIP FUND - PROVIDES FINANCIAL SUPPORT TO MONTPELIER HIGH SCHOOL STUDENTS WHO ATTAIN THE HIGHEST GRADE POINT AVERAGE IN AT LEAST THREE COURSES IN MATHEMATICS AND THREE IN SCIENCE. - GIBSON SCHOLARSHIP FUND - A ONE TIME AWARD OF 1,000 THAT PLACES A STRONG EMPHASIS ON THE APPLICANT'S COMMUNITY SERVICE ACHEIVEMENTS. SCHOLARSHIP CHECKS ARE WRITTEN DIRECTLY TO THE COLLEGE OR UNIVERSITY TO ENSURE THE FUNDS ARE USED FOR THE INTENDED PURPOSE. BACKPACK PROGRAM RECIPIENTS ARE IDENTIFIED BY A COORDINATOR AT THE MIDDLE SCHOOL WHO HAS KNOWLEDGE OF CHILDREN AND FAMILIES THAT HAVE A NEED FOR FOOD. FOOD BAGS ARE DELIVERED TO THE SCHOOL AND DISTRIBUTED DIRECTLY TO THOSE CHILDREN. THE COAT DRIVE HAS TWO DISTINCT DISTRIBUTIONS - - THE FIRST IS A ONE-DAY DISTRIBUTION DONE ON A SATURDAY IN OCTOBER. DONATED COATS ARE DISTRIBUTED TO ANYONE IN NEED ON THIS DAY. - THE SECOND IS A TARGETED OUTREACH DONE IN PARTNERSHIP WITH THE GOOD SAMARITAN HAVEN AND THE FAMILY CENTER OF WASHINGTON COUNTY. THESE ORGANIZATIONS IDENTIFY SPECIFIC FAMILIES AND INDIVIDUALS IN NEED OF WINTER COATS AND PROVIDE GENDER AND SIZE INFORMATION SO THAT COATS CAN BE PURCHASED SPECIFICALLY FOR THOSE PEOPLE. THE ORGANIZATION WORKS WITH LOCAL CLOTHING GOOD STORES TO PURCHASE COATS AT A DISCOUNT. COATS ARE DISTRIBUTED IN OCTOBER OR EARLY NOVEMBER TO THE SELECTED RECIPIENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE CHARITABLE FOUNDATION SUPPORTS THE ACTIVITIES OF THE LOCAL MONTPELIER, VT CHAPTER OF ROTARY INTERNATIONAL. THE FOUNDATION RAISES MONEY TO PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL SENIORS, GRANTS TO LOCAL NON-PROFITS, AND FOOD FOR INDIGENT ELEMENTARY SCHOOL STUDENTS. |
| FORM 990, PAGE 2, PART III, LINE 4D | GRANTS AND CONTRIBUTIONS TO LOCAL NON PROFIT ORGANIZATIONS |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FULL BOARD HAS THE OPPORTUNITY TO REVIEW THE 990 AT A BOARD MEETING BEFORE THE RETURN IS SIGNED BY THE TREASURER AND FILED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL ROTARY CLUB O | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 441 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 056010441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030335114 | EIN |
| Primary Activities | LOCAL CLUB | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Exempt Code Section | 501C4 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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