CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201313199349202451
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-11-15T09:48:42-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAH ASSOCIATES CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 BLACKBURN LN STE 110 | AddressLine1 |
| City | BURTONSVILLE | City |
| State | MD | State |
| ZIP Code | 208666134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522170259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLOTTE HALL ROTARY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 3018845904 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 681 | AddressLine1 |
| City | Charlotte Hall | City |
| State | MD | State |
| ZIP Code | 20622 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR ILA SHAH | Name |
| Title | President | Title |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SATISH P SHAH CPA | Name |
| PTIN | P01038840 | PTIN |
| Phone | 3014769476 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 37600 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 11506 | ContributionsGiftsGrantsEtc |
| Investment Income | 274 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gaming Gross Income | 22420 | GamingGrossIncome |
| Fundraising Gross Income | 3400 | FundraisingGrossIncome |
| Special Events Direct Expenses | 7194 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 18626 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 30406 | TotalRevenue |
| Grants And Similar Amounts Paid | 41124 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 1855 | OtherExpensesTotal |
| Total Expenses | 42979 | TotalExpenses |
| Excess Or Deficit For Year | -12573 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 145765 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 133192 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145765 | BOY |
| EOY | 133192 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145765 | BOY |
| EOY | 133192 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145765 | BOY |
| EOY | 133192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CHARITABLE PURPOSE - MEDICAL CARE TO THE NEEDY PEOPLE AND EDUCATIONAL ASSISTANCE TO THE NEEDY STUDENTS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (10 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| CHRISTMAS GIFTS TO NEEDY PEOPLE $1,900 | 1900 | |
| CHRISTMAS IN APRIL $1,000 | 1000 | |
| ROTARY FOUNDATION ANNUAL FUND - SHARE $1,224 | 1224 | |
| TO HELP OKLAHOMA TORNADO VICTIMS $2,000 | 2000 | 2000 |
| TO HELP POLIO VICTIMS $1,000 | 1000 | |
| AID SANDY STORM VICTIMS $2,000 | 2000 | |
| PALITANA PROJECT IN INDIA TO UP LIFT POORS $10,000 | 10000 | |
| VOCATIONAL TRAINING FOR TRIBAL WOMEN IN INDIA $5,000 | 5000 | 7000 |
| TO SUPPORT DOWN SYNDROME $1,000 | 1000 | |
| EDUCATIONAL SCHOLARSHIPS TO SIXTEEN STUDENTS $16,000 | 16000 | 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 41124 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| ARUNA SHAH | ||
| Secretary | 2.00 | 0 |
| STEPHEN MATTINGLY' | ||
| Treasurer | 2.00 | 0 |
| DR ILA SHAH | ||
| President | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN D MATTINGLY | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28290 THREE NOTCH ROAD | AddressLine1 |
| City | Mechanicsville | City |
| State | MD | State |
| ZIP Code | 20659 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3018845904 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5957 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 750 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2215 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 400 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11506 | CurrentTaxYear |
| Total | 20828 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9269 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25820 | CurrentTaxYear |
| Total | 82639 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15777 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10019 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19558 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37326 | CurrentTaxYear |
| Total | 103467 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 103467 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 825 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 274 | CurrentTaxYear |
| Total | 3722 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 825 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 274 | CurrentTaxYear |
| Total | 3722 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10428 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21301 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21258 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37600 | CurrentTaxYear |
| Total | 107189 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96530 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97610 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03470 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02390 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | 22420 | GrossRevenueBingo |
| Other Direct Expenses Bingo | 7194 | OtherDirectExpensesBingo |
| Volunteer Labor Bingo | true | VolunteerLaborBingo |
| Volunteer Labor Percentage Bingo | 1.00000 | VolunteerLaborPercentageBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 22420 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 7194 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 7194 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 15226 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MD | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | BANK CHARGES $77 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | MEMBERSHIP DUES $750 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | MISCELLANEOUS EXPENSES $1028 |
| Form 990-EZ, Part I, Line 10.2 | Grants and Similar Amounts Paid In Excess of $5,000.2 | | Donee's Name: RATNA GLOBAL FOUNDATION | Cash Amount Given: $10000 |