2021-10-25T06:29:07-05:00 2021-06-30 030340114 MUDGETT JENNETT & KROGH-WISNER PC PO BOX 937 MONTPELIER VT 056010937 990 2020-07-01 030343309 ROTARY CLUB OF MONTPELIER VERMONT CHARITABLE FOUNDATION ROTA 8024985023 PO BOX 441 MONTPELIER VT 05601 WILLIAM R MILES TREASURER 8024985023 2021-10-25 1 WILLIAM MILES 999009999 ERIN J PACKIE CPA P01442458 8022299193 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM R MILES PO BOX 441 MONTPELIER VT 05601 123934 0 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 SCHOLARSHIPS TO HIGH SCHOOL SENIORS, GRANTS TO LOCAL NON-PROFITS, AND FOOD FOR INDIGENT ELEMENTARY SCHOOL STUDENTS. 9 9 0 20 0 0 6143 44134 0 0 73671 79800 0 0 79814 123934 79488 73385 0 0 0 0 0 0 0 1871 1050 81359 74435 -1545 49499 1552433 1791055 0 0 1552433 1791055 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. 1 0 47500 47500 SCHOLARSHIP PROGRAM - PROVIDED $47,500 IN SCHOLARSHIPS TO 12 MONTPELIER AND EAST MONTPELIER HIGH SCHOOL SENIORS WHO WILL BE ATTENDING COLLEGE FOR FOUR YEARS. 15006 15006 COAT DRIVE - THE ORGANIZATION RAISED OVER $19,000 AND WORKED WITH OTHER LOCAL NON PROFIT ORGANIZATIONS TO PURCHASE AND DISTRIBUTE 405 COATS AND 5 LEGGINGS TO NEEDY CHILDREN. 10079 10079 BACKPACK PROGRAM - PURCHASED AND DISTRIBUTED FOOD ON A WEEKLY BASIS TO INDIGENT ELEMENTARY SCHOOL CHILDREN. DURING THE FISCAL YEAR, THIS PROGRAM PROVIDED ASSISTANCE TO APPROXIMATELY 40 CHILDREN. 800 800 GRANTS TO LOCAL NOT FOR PROFIT ORGANIZATIONS. 800 800 73385 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X WILLIAM R MILES TREASURER 8024985023 PO BOX 441 MONTPELIER VT 05601 X MELINDA VIEUX PRESIDENT 5.00 X X 0 0 0 WILLIAM MILES SECRETARY & TREASURER 5.00 X X 0 0 0 NAT FROTHINGHAM BOARD MEMBER, PAST PRESIDENT 2.00 X 0 0 0 JEN GALFETTI BOARD MEMBER 1.00 X 0 0 0 MARK PERRY BOARD MEMBER 4.00 X 0 0 0 TIM HENEY BOARD MEMBER 1.00 X 0 0 0 KIM BENT BOARD MEMBER 1.00 X 0 0 0 EUN-YOUNG DENNY BOARD MEMBER, CO-PRESIDENT ELECT 1.00 X 0 0 0 RENEE GRZANKOWSKI BOARD MEMBER, CO-PRESIDENT ELECT 1.00 X 0 0 0 0 0 0 0 0 0 0 0 44134 44134 79800 79800 123934 0 0 79800 800 800 72585 72585 1050 1050 74435 73385 1050 0 8933 29231 77988 4854 1465512 1756970 1552433 1791055 0 0 X 61245 102911 1491188 1688144 1552433 1791055 1552433 1791055 49499 189123 0 X 0 0 0 X 28300 22148 60816 6143 44134 161541 28300 22148 60816 6143 44134 161541 161541 64300 87630 68920 73671 79800 374321 535862 0.30150 0.29010 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 ORGANIZATION'S 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 BOTH FY20 AND FY21 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 1457688 244457 47500 1654645 1527368 -4680 65000 1457688 1464961 35450 76957 50000 1527368 1449852 69109 54000 1464961 1525230 -28378 47000 1449852 0.00000 0.62000 0.38000 0 0 0 1 COLLEGE SCHOLARSHIPS 12 47500 SCHOOL BACKPACK STUFFING OF FOOD TO NEEDY CHILDREN 40 10079 COST FOOD & DISTRIBUTION COSTS WINTER COATS & LEGGINGS TO NEEDY CHILDREN 410 15006 COST PURCHASE COST FORM 990, PART III, LINE 2 DURING THE FISCAL YEAR, THE FOUNDATION TOOK ON A NEW WINTER COAT DRIVE PROGRAM. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ROTARY INTERNATIONAL ROTARY CLUB OF MONTPELIER INC PO BOX 441 MONTPELIER VT 056010441 030335114 LOCAL CLUB FOR ROTARY INTERNATIONAL VT 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0