MARCO ISLAND ROTARY CLUB FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MARCO ISLAND ROTARY CLUB FOUNDATION INC (EIN 59-3188471)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-15
- IRS object ID
- 201111359349300111
- Schema version
- 2009v1.7
- 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 | 2011-05-15T13:03:49-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARDE & ST GEORGE LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 583 TALLWOOD ST 104 | AddressLine1 |
| City | MARCO ISLAND | City |
| State | FL | State |
| ZIP Code | 341452849 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593188471 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCO ISLAND ROTARY CLUB FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARC | NameControl |
| Phone | 2396429292 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PO BOX 1488 | AddressLine1 |
| City | MARCO ISLAND | City |
| State | FL | State |
| ZIP Code | 34146 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD KNAUERHASE | Name |
| Title | CHAIRMAN | Title |
| Phone | 2396429292 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER ST GEORGE CPA | Name |
| Phone | 2396429292 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 63412 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | PROVIDE SCHOLARSHIPS TO LOCAL COLLEGE STUDENTS AND CONTRIBUTIONS TO VARIOUS ORGANIZED CHARITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 49441 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 54306 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9370 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9106 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 58811 | TotalRevenuePriorYear |
| Total Revenue Current Year | 63412 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 49690 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 46615 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 85 | OtherExpensePriorYear |
| Other Expenses Current Year | 0 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49775 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46615 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9036 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16797 | RevenuesLessExpensesCY |
| Total Assets BOY | 497566 | TotalAssetsBOY |
| Total Assets EOY | 514363 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 497566 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 514363 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE SCHOLARSHIPS TO LOCAL COLLEGE STUDENTS AND CONTRIBUTIONS TO VARIOUS ORGANIZED CHARITIES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 14500 | Expense |
| Grants | 14500 | Grants |
| Description | THE PURPOSE OF THE FOUNDATION IS TO PROVIDE SCHOLARSHIPS TO LOCAL STUDENTS ON A NEED AND MERIT BASIS. NO RECIPIENTS CAN BE RELATED TO FOUNDATION MEMBERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15690 | Expense |
| Grants | 15690 | Grants |
| Description | PROVIDE SHELTER BOXES OF NECESSARY GOODS FOR DISASTER VICTIMS AND SUPPORT FOR PROGRAMS TO IMPROVE LIVING STANDARDS IN THIRD WORLD COUNTRIES | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16425 | Expense |
| Grants | 16425 | Grants |
| Description | DONATIONS TO VARIOUS LOCAL ORGANIZED CHARITIES INCLUDING THE YMCA, CHARTER SCHOOL, HISTORICAL SOCIETY AND OTHER MISCELLANEOUS CHARITIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 46615 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | false | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARDE & ST GEORGE LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2396429292 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 583 TALLWOOD STREET 104 | AddressLine1 |
| City | MARCO ISLAND | City |
| State | FL | State |
| ZIP Code | 34145 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| GEORGE SCHROLL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PARTICIA ETTENSOHN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS MENAKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRIS HELLAND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANUSZ SUBCZYNKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BEVERLY BOLTZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GERALD KNAUERHASE | ||||||
| CHAIRMAN | 5.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 54306 | AllOtherContributions |
| Total Contributions | 54306 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9106 | TotalRevenueColumn |
| Exclusion | $9,106 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63412 | TotalRevenueColumn |
| Exclusion | $9,106 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32115 | Total |
| Program Services | 32115 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14500 | Total |
| Program Services | 14500 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46615 | Total |
| Program Services | 46615 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29286 | BOY |
| EOY | 9193 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468280 | BOY |
| EOY | 505170 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497566 | BOY |
| EOY | 514363 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497566 | BOY |
| EOY | 505170 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 9193 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497566 | BOY |
| EOY | 514363 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497566 | BOY |
| EOY | 514363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 | 15394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15452 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49441 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54306 | CurrentTaxYear |
| Total | 175812 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15452 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49441 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54306 | CurrentTaxYear |
| Total | 175812 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 175812 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8281 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9037 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9106 | CurrentTaxYear |
| Total | 40879 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8281 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9037 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9106 | CurrentTaxYear |
| Total | 40879 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22213 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48855 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63412 | CurrentTaxYear |
| Total | 216691 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.81130 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.78820 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.19000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.21000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|
| MARCO YMCA | ||||
| 101 SAND HILL ST | MARCO ISLAND | FL | 34145 | 10000 |
| GUATEMALA PROJECT | ||||
| VARIOUS | MARCO ISLAND | FL | 34145 | 9396 |
| DISASTER RELIEF BOXES | ||||
| VARIOUS | MARCO ISLAND | FL | 34145 | 6294 |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 14500 | AmountOfCashGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
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