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SHADES VALLEY ROTARY CHARITABLE FOUNDATION: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHADES VALLEY ROTARY CHARITABLE FOUNDATION (EIN 47-4895187)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-13
IRS object ID
202601339349205885
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-13T17:54:26-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN630590670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kassouf & Co IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12101 Highland Ave S Suite 300AddressLine1Txt
CityBirminghamCityNm
State AbbreviationALStateAbbreviationCd
ZIP352054009ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474895187EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Shades Valley Rotary CharitableBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHADBusinessNameControlTxt
Phone2055296515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 530342AddressLine1Txt
CityBirminghamCityNm
State AbbreviationALStateAbbreviationCd
ZIP35253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCecil BostanyPersonNm
Person TitleTreasurerPersonTitleTxt
Phone2055296515PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWesley A BrownPreparerPersonNm
PTINP00358358PTIN
Phone2054432500PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$94,482GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$89,723ContributionsGiftsGrantsEtcAmt
Investment Income$4,759InvestmentIncomeAmt
Total Revenue$94,482TotalRevenueAmt
Grants And Similar Amounts Paid$44,893GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$4,386OtherExpensesTotalAmt
Total Expenses$49,279TotalExpensesAmt
Excess Or Deficit For Year$45,203ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$375,605NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$4,026OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$424,834NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$375,605BOYAmt
EOY$424,834EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$375,605BOYAmt
EOY$424,834EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$375,605BOYAmt
EOY$424,834EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe 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 (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
The Organization made scholarship grants to trade schools, community colleges, and Boy Scouts of America (BSA) High Adventure Camp to individuals selected from interviews with those potential students and recommendations of leadership of those organizations$42,293$42,293
The Organization supported other various organizations$2,600$6,986
FieldValueIRS element (for citing)
Total Program Service Expenses$49,279TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Richard Sanders
Trustee0.25$0$0$0
Frank O'Neil
Trustee0.25$0$0$0
Michael Evans
Trustee0.25$0$0$0
Cecil Bostany
Treasurer0.25$0$0$0
Keith Sides
Secretary0.25$0$0$0
Dean Drinkard
Trustee0.25$0$0$0
William Wentowski
Trustee0.25$0$0$0
James Shepherd
Trustee0.25$0$0$0
Christen Ferguson
Trustee0.25$0$0$0
Robert Baker
Chair1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cecil BostanyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11811 2nd Ave S - Unit 204AddressLine1Txt
CityBirminghamCityNm
State AbbreviationALStateAbbreviationCd
ZIP35233ZIPCd
FieldValueIRS element (for citing)
Phone2055296515PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,382CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$128,073CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,580CurrentTaxYearMinus1YearAmt
Current Tax Year$84,964CurrentTaxYearAmt
Total$474,926TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,382CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$128,073CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,580CurrentTaxYearMinus1YearAmt
Current Tax Year$84,964CurrentTaxYearAmt
Total$474,926TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$474,926PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,908CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,005CurrentTaxYearMinus1YearAmt
Current Tax Year$4,759CurrentTaxYearAmt
Total$11,690TotalAmt
FieldValueIRS element (for citing)
Total Support$486,616TotalSupportAmt
Public Support CY1700.97600PublicSupportCY170Pct
Public Support PY1700.98310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Interest Income. Amount: 1. Description: Dividend Income. Amount: 4,758. Total Included on Form 990-EZ, line 4: 4,759.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Scholarships. Grantee Name: Lawson State Community College. Grantee Address: 3060 Wilson Road Birmingham, AL 35221. Amount Given: 42,293.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Grant Made - UMCOR Bucket Project. Grantee Name: Rotary Club of Shades Valley. Grantee Address: PO Box 530342 Birmingham, AL 35253. Amount Given: 1,000.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Grant Made. Grantee Name: RYLA. Amount Given: 1,600. Total included on Form 990-EZ, line 10: 44,893.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Bank Fees. Amount: 507. Description: Fundraising Expenses. Amount: 3,879. Total to Form 990-EZ, line 16: 4,386.
Form 990-EZ, Part I, Line 20 - Other Changes in Net AssetsDescription: Change in Fair Value of Investment. Amount: 4,026.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe 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

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