SHADES VALLEY ROTARY CHARITABLE FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHADES VALLEY ROTARY CHARITABLE FOUNDATION (EIN 47-4895187)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-19
- IRS object ID
- 202002939349200750
- Schema version
- 2019v5.1
- 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 | 2020-10-19T07:54:59-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630590670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kassouf & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 Highland Ave S Suite 300 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352054009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474895187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shades Valley Rotary Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 2055290829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 530342 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Ross | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2055290829 | PhoneNum |
| Signature | 2020-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wesley A Brown | PreparerPersonNm |
| PTIN | P00358358 | PTIN |
| Phone | 2054432500 | PhoneNum |
| Preparation | 2020-08-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.227.109.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-29 | IPDt |
| IP Tm | 08:13:29 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F0D630C3FB331B4F23E7AD996F4828FFB488C2CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BDB051A8B7563B01401418145D5FB13B72D0F113 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $29,703 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $17,777 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $86 | InvestmentIncomeAmt |
| Fundraising Gross Income | $11,840 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $6,040 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $5,800 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $23,663 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $46,325 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $1,894 | OtherExpensesTotalAmt |
| Total Expenses | $48,219 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$24,556 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $167,839 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,087 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $144,370 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,839 | BOYAmt |
| EOY | $144,370 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,839 | BOYAmt |
| EOY | $144,370 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,839 | BOYAmt |
| EOY | $144,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | The primary puposes of Shades Valley Rotary Charitable Foundation are exclusively charitable, religious, educational, and scientific and include distributions to organizations that qualify as exempt under section 501(c)3 of the Internal Revenue Code. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| In 2019, the Organization made grants for trade school scholarships. | $0 | $23,300 |
| In 2019, the Organization sponsored a internship at the Birmingham Botanical Gardens. | $0 | $9,250 |
| In 2019, the Organization supported The Rotary Foundation through various projects. | $0 | $10,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,325 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| John W Porter Jr | ||||
| Chair | 1.00 | $0 | $0 | $0 |
| William H Ross | ||||
| Treasurer | 1.00 | $0 | $0 | $0 |
| Mike Douglas Wade | ||||
| Secretary | 1.00 | $0 | $0 | $0 |
| Susan C Crowe | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| Carter E Anthony | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| James Thomas Somers Jr | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| Robert J Lewis | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| Robert Baker | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| Jeremy Burns | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| Tom Killian | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| Sidney Summey | ||||
| Trustee | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill Ross | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 384 Turnberry Road | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059996756 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 Minus3 Years | $23,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,777 | CurrentTaxYearAmt |
| Total | $198,437 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,777 | CurrentTaxYearAmt |
| Total | $198,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $198,437 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $86 | CurrentTaxYearAmt |
| Total | $86 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $198,523 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $11,840 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,840 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $6,040 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $11,840 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,840 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $6,040 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,040 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,040 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Interest Income. Amount: 86. |
| Form 990-EZ, Part I, Line 10 - Payments to Affiliates | Affiliate Name: The Rotary Foundation. Affiliate Address: 1560 Sherman Ave Evanston, IL 60201. Purpose of Payment: Grant. Amount of Payment: 10,775. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Scholarships. Grantee Name: Lawson State Community College. Grantee Address: 3060 Wilson Road Birmingham, AL 35221. Amount Given: 23,300. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Botanical Gardens Internship. Grantee Name: Friends of the Birmingham Botanical Gardens. Grantee Address: 2612 Lane Park Road Birmingham, AL 35223. Amount Given: 9,250. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: AMBUCS. Grantee Address: 1929 Canyon Road Vestavia Hills, AL 35216. Amount Given: 3,000. Total included on Form 990-EZ, line 10: 35,550. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: RYLA. Amount: 550. Description: Bucket project. Amount: 569. Description: Alzheimers Baskets. Amount: 766. Description: Bank fees. Amount: 9. Total to Form 990-EZ, line 16: 1,894. |
| Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets | Description: Change in Fair Value of Investment. Amount: 1,087. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |
Comments