2024-11-01T09:01:32-04:00 2024-06-30 030340114 MUDGETT JENNETT & KROGH-WISNER 141 MAIN ST STE 2 MONTPELIER VT 05602 990 2023-07-01 030343309 ROTARY CLUB OF MONTPELIER VERMONT CHARITABLE FOUNDATION ROTA 8022796311 PO BOX 441 MONTPELIER VT 05601 JENNIFER GALFETTI SECRETARY &TREASURER 8022796311 2024-10-31 true true ERIN J PACKIE CPA P01442458 8022299193 2024-11-01 2023 2024-10-15 13:58:12Z MARC GWINN PO BOX 441 MONTPELIER VT 05601 217152 false X N/A X 1994 VT 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. 6 6 0 20 0 29137 33373 424 0 44207 49323 -1721 73768 80975 86044 86732 0 0 0 0 2336 1779 88380 88511 -14612 -7536 1614229 1693008 0 1614229 1693008 X 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. false false 47000 47000 SCHOLARSHIP PROGRAM - PROVIDED 47,000 IN SCHOLARSHIPS TO 11 MONTPELIER AND EAST MONTPELIER HIGH SCHOOL SENIORS WHO WILL BE ATTENDING COLLEGE FOR FOUR YEARS. 19344 19344 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. 8107 8107 COAT DRIVE - THE ORGANIZATION RAISED MONEY AND WORKED WITH OTHER LOCAL NON PROFIT ORGANIZATIONS TO PURCHASE AND DISTRIBUTE 210 WINTER COATS TO NEEDY CHILDREN. 12281 12281 GRANTS AND CONTRIBUTIONS TO LOCAL NON PROFIT ORGANIZATIONS 12281 12281 86732 true true false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false X 6 6 false false false false false false false true true false false true false false false false false false X JENNIFER GALFETTI 8022796311 PO BOX 441 MONTPELIER VT 05601 X WILLIAM MILES PRESIDENT 6.00 X X 0 0 0 MARC GWINN PRESIDENT EL 3.00 X X 0 0 0 KIM BENT PAST PRESIDE 3.00 X X 0 0 0 JENNIFER GALFETTI SECRETARY &T 5.00 X X 0 0 0 TIM HENEY MEMBER 1.00 X 0 0 0 MELINDA VIEUX MEMBER 2.00 X 0 0 0 false false false 6000 27373 33373 50360 50360 128594 129631 -1037 -1037 -1037 4825 6000 6546 -1721 -1721 80975 47602 12281 12281 74451 74451 1150 1150 629 629 88511 86732 1779 0 31613 29752 8661 21784 1573955 1641472 1614229 1693008 0 0 X 98656 103503 1515573 1589505 1614229 1693008 1614229 1693008 -7536 86315 X false false false X 6143 44134 28340 29137 33373 141127 6143 44134 28340 29137 33373 141127 141127 73671 79800 80855 45611 50360 330297 471424 424 0.29940 0.32580 X 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 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1482073 124932 47000 4000 1556005 1465868 76130 59925 1482073 1654645 -119427 69350 1465868 1457688 244457 47500 1654645 1527368 -4680 65000 1457688 0.64000 0.36000 false false true COLLEGE SCHOLARSHIPS 11 47000 SCHOOL BACKPACK STUFFING 100 19344 COST FOOD & DISTRIBU WINTER COATS 210 8107 COST PURCHASE COST SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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. ROTARY INTERNATIONAL ROTARY CLUB O PO BOX 441 MONTPELIER VT 056010441 030335114 LOCAL CLUB VT 501C4 N/A false false false false false false false false false false false false true true false false false false false false