2022-11-08T08:32:18-05:00 2022-06-30 030340114 MUDGETT JENNETT & KROGH-WISNER 141 MAIN ST STE 2 MONTPELIER VT 05602 990 2021-07-01 030343309 ROTARY CLUB OF MONTPELIER VERMONT CHARITABLE FOUNDATION ROTA 8024985023 PO BOX 441 MONTPELIER VT 05601 WILLIAM MILES SECRETARY & TREASURE 8024985023 2022-11-08 WILLIAM MILES 999009999 ERIN J PACKIE CPA P01442458 8022299193 2022-11-08 2021 2022-09-23 18:48:47Z WILLIAM MILES PO BOX 441 MONTPELIER VT 05601 109195 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. 9 9 0 22 0 44134 28340 0 79800 80855 0 123934 109195 73385 99420 0 0 0 0 1050 1071 74435 100491 49499 8704 1791055 1589310 0 1791055 1589310 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 71345 71345 SCHOLARSHIP PROGRAM - PROVIDED 71,345 IN SCHOLARSHIPS TO 14 MONTPELIER AND EAST MONTPELIER HIGH SCHOOL SENIORS WHO WILL BE ATTENDING COLLEGE FOR FOUR YEARS. 11724 11724 COAT DRIVE - THE ORGANIZATION RAISED MONEY AND WORKED WITH OTHER LOCAL NON PROFIT ORGANIZATIONS TO PURCHASE AND DISTRIBUTE 280 WINTER COATS TO NEEDY CHILDREN. 9241 9241 BACKPACK PROGRAM - PURCHASED AND DISTRIBUTED FOOD ON A WEEKLY BASIS TO INDIGENT ELEMENTARY SCHOOL CHILDREN. DURING THE FISCAL YEAR, THIS PROGRAM PROVIDED OVER 1,600 BAGS OF FOOD TO AREA CHILDREN. 7110 7110 GRANTS AND CONTRIBUTIONS TO LOCAL NON PROFIT ORGANIZATIONS 7110 7110 99420 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 true 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 9 9 false false false false false false false true true false false true false false false false false false X WILLIAM R MILES TREASURER 8024985023 PO BOX 441 MONTPELIER VT 05601 X KIM BENT MEMBER, PRES 1.00 X 0 0 0 EUN-YOUNG DENNY CO-PRESIDENT 3.00 X X 0 0 0 JEN GALFETTI MEMBER 1.00 X 0 0 0 EMILY GOULD MEMBER 1.00 X 0 0 0 RENEE GRZANKOWSKI CO-PRESIDENT 3.00 X X 0 0 0 TIM HENEY MEMBER 1.00 X 0 0 0 PETER HOOD MEMBER 1.00 X 0 0 0 WILLIAM MILES SECRETARY & 3.00 X X 0 0 0 MELINDA VIEUX MEMBER, PAST 1.00 X 0 0 0 false false false 28340 28340 80855 80855 109195 80855 7110 7110 92310 92310 1050 1050 21 21 100491 99420 1071 0 29231 26431 4854 11617 1756970 1551262 1791055 1589310 0 0 X 102911 89942 1688144 1499368 1791055 1589310 1791055 1589310 8704 -210449 X false false X 22148 60816 6143 44134 28340 161581 22148 60816 6143 44134 28340 161581 161581 87630 68920 73671 79800 80855 390876 552457 0.29250 0.30150 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1654645 -119427 69350 1465868 1457688 244457 47500 1654645 1527368 -4680 65000 1457688 1464961 35450 76957 50000 1527368 1449852 69109 54000 1464961 0.71000 0.29000 false false true THE ROTARY FOUNDATION ONE ROTARY CENTER 1560 SHERMAN AVE EVANSTON IL 60201 363245072 501C3 6165 UKRAINE RELIEF COLLEGE SCHOLARSHIPS 14 71345 SCHOOL BACKPACK STUFFING 40 9241 COST FOOD & DISTRIBU WINTER COATS 280 11724 COST PURCHASE COST 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