SHADES VALLEY ROTARY CHARITABLE FOUNDATION

Cite this

Plain text SHADES VALLEY ROTARY CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2018–2024. https://furp.org/org/shades-valley-rotary-charitable-foundation-474895187. Retrieved 2026-10-29.

APA furp.org. (n.d.). SHADES VALLEY ROTARY CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2018–2024]. Retrieved October 29, 2026, from https://furp.org/org/shades-valley-rotary-charitable-foundation-474895187

MLA “SHADES VALLEY ROTARY CHARITABLE FOUNDATION.” furp.org, tax years 2018–2024, https://furp.org/org/shades-valley-rotary-charitable-foundation-474895187. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2018–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990EZ · revenue $94K · expenses $49K · assets $425K

Also known as
Foundation
EIN
47-4895187
Address
PO BOX 530342, BIRMINGHAM, AL 35253-0342
NTEE code
T30
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 2015 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Principal officer
William Ross (its 2017 Form 990-N)
Form 990-N e-postcards
1 filed, 2017 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 33 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

33 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Richard Sanders Trustee2020-2024 0 $0 reported 2
Frank O'Neil Trustee2021-2024 0 $0 reported 2
Michael Evans Trustee2021-2024 0 $0 reported 1
Cecil Bostany Treasurer2023-2024 0 $0 reported 2
Keith Sides Secretary2020-2024 0 $0 reported 3
Dean Drinkard Trustee2023-2024 0 $0 reported 2
Robert Baker Chair2019-2024 1 $0 reported 1
William Wentowski Trustee2024 0 $0 reported 2
James Shepherd Trustee2024 0 $0 reported 1
Christen Ferguson Trustee2024 0 $0 reported 1
Denis Devane (former) Trustee2018-2023 0 $0 reported 3
Tom Somers (former) Trustee2022-2023 0 $0 reported 2
Jon Lewis (former) President2023 0 $0 reported 3
David W Bell (former) Trustee2023 0 $0 reported 2
Marcus Chatterton (former) Trustee2018-2022 0 $0 reported 2
Carter E Anthony (former) Trustee2018-2022 0 $0 reported 1
Rachel McKee (former) Trustee2022 0 $0 reported 1
William H Ross (former) Treasurer2018-2022 1 $0 reported 2
Mike Wade (former) Secretary2018-2022 1 $0 reported 2
Lindsy Gardner (former) Trustee2021 0 $0 reported 3
James Thomas Somers Jr (former) Trustee2018-2021 0 $0 reported 1
Sidney Summey (former) Trustee2019-2021 0 $0 reported 3
Betsy Hayes (former) Trustee2021 0 $0 reported 1
Claude H Rhea (former) Trustee2020 0 $0 reported 2
John W Porter Jr (former) Chair2018-2020 1 $0 reported 1
Susan C Crow (former) Trustee2020 0 $0 reported 1
Robert J Lewis (former) Trustee2018-2020 0 $0 reported 1
Jeremy Burns (former) Trustee2019-2020 0 $0 reported 2
Tom Killian (former) Trustee2019 0 $0 reported 2
Susan C Crowe (former) Trustee2018-2019 0 $0 reported 1
Charles Keith Sides (former) Trustee2018 0 $0 reported 1
Jacob Erwin (former) Trustee2018 0 $0 reported 2
David Putman (former) Trustee2018 0 $0 reported 2

People by year

2024 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Sanders Trustee0 $0-$0 $02
Frank O'Neil Trustee0 $0-$0 $02
Michael Evans Trustee0 $0-$0 $01
Cecil Bostany Treasurer0 $0-$0 $02
Keith Sides Secretary0 $0-$0 $03
Dean Drinkard Trustee0 $0-$0 $02
William Wentowski Trustee0 $0-$0 $02
James Shepherd Trustee0 $0-$0 $01
Christen Ferguson Trustee0 $0-$0 $01
Robert Baker Chair1 $0-$0 $01
2023 · 11 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Sanders Trustee0 $0-$0 $02
Frank O'Neil Trustee0 $0-$0 $02
Michael Evans Trustee0 $0-$0 $01
Denis Devane Trustee0 $0-$0 $03
Tom Somers Trustee0 $0-$0 $02
Jon Lewis President0 $0-$0 $03
David Bell Trustee0 $0-$0 $02
Cecil Bostany Treasurer0 $0-$0 $02
Keith Sides Secretary0 $0-$0 $03
Dean Drinkard Trustee0 $0-$0 $02
Robert Baker Chair1 $0-$0 $01
2022 · 11 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carter E Anthony Trustee0 $0-$0 $01
Richard Sanders Trustee0 $0-$0 $02
Frank O'Neil Trustee0 $0-$0 $02
Michael Evans Trustee0 $0-$0 $01
Denis Devane Trustee0 $0-$0 $03
Tom Somers Trustee0 $0-$0 $02
Marcus Chatterton Trustee0 $0-$0 $02
Rachel McKee Trustee0 $0-$0 $01
William H Ross Treasurer1 $0-$0 $02
Mike Wade Secretary1 $0-$0 $02
Robert Baker Chair1 $0-$0 $01
2021 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William H Ross Treasurer1 $0-$0 $02
Mike Wade Secretary1 $0-$0 $02
Carter E Anthony Trustee0 $0-$0 $01
James Thomas Somers Jr Trustee0 $0-$0 $01
Sidney Summey Trustee0 $0-$0 $03
Richard Sanders Trustee0 $0-$0 $02
Lindsy Gardner Trustee0 $0-$0 $03
Betsy Hayes Trustee0 $0-$0 $01
Frank O'Neil Trustee0 $0-$0 $02
Michael Evans Trustee0 $0-$0 $01
Denis Devane Trustee0 $0-$0 $03
Robert Baker Chair0 $0-$0 $01
2020 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John W Porter Jr Chair1 $0-$0 $01
William H Ross Treasurer1 $0-$0 $02
Mike Wade Secretary1 $0-$0 $02
Susan C Crow Trustee0 $0-$0 $01
Carter E Anthony Trustee0 $0-$0 $01
James Thomas Somers Jr Trustee0 $0-$0 $01
Robert J Lewis Trustee0 $0-$0 $01
Jeremy Burns Trustee0 $0-$0 $02
Sidney Summey Trustee0 $0-$0 $03
Claude Rhea Trustee0 $0-$0 $02
Richard Sanders Trustee0 $0-$0 $02
Keith Sides Trustee0 $0-$0 $03
2019 · 11 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John W Porter Jr Chair1 $0-$0 $01
William H Ross Treasurer1 $0-$0 $02
Mike Douglas Wade Secretary1 $0-$0 $02
Susan C Crowe Trustee0 $0-$0 $01
Carter E Anthony Trustee0 $0-$0 $01
James Thomas Somers Jr Trustee0 $0-$0 $01
Robert J Lewis Trustee0 $0-$0 $01
Robert Baker Trustee0 $0-$0 $01
Jeremy Burns Trustee0 $0-$0 $02
Tom Killian Trustee0 $0-$0 $02
Sidney Summey Trustee0 $0-$0 $03
2018 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John W Porter Jr Chair1 $0-$0 $01
William H Ross Treasurer1 $0-$0 $02
Mike Douglas Wade Secretary1 $0-$0 $02
Susan C Crowe Trustee0 $0-$0 $01
Carter E Anthony Trustee0 $0-$0 $01
James Thomas Somers Jr Trustee0 $0-$0 $01
Charles Keith Sides Trustee0 $0-$0 $01
Robert J Lewis Trustee0 $0-$0 $01
Denis Devane Trustee0 $0-$0 $03
Jacob Erwin Trustee0 $0-$0 $02
David Putman Trustee0 $0-$0 $02
Marcus Chatterton Trustee0 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990EZ period ending 2025-06-30 · view filing · original 990 ↗
$94,482$49,279 $424,834$424,834 $89,723- ---
2023 · Form 990EZ period ending 2024-06-30 · view filing · original 990 ↗
$105,588$41,047 $375,605$375,605 $100,583- ---
2022 · Form 990EZ period ending 2023-06-30 · view filing · original 990 ↗
$89,835$36,969 $305,679$305,679 $80,138- ---
2021 · Form 990EZ period ending 2022-06-30 · view filing · original 990 ↗
$128,081$46,751 $248,985$248,985 $116,064- ---
2020 · Form 990EZ period ending 2021-06-30 · view filing · original 990 ↗
$78,391$59,121 $169,987$169,987 $78,382- ---
2019 · Form 990EZ period ending 2020-06-30 · view filing · original 990 ↗
$23,663$48,219 $144,370$144,370 $17,777- ---
2018 · Form 990EZ period ending 2019-06-30 · view filing · original 990 ↗
$97,146$29,882 $167,839$167,839 $108,522- ---

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $40,240 in all, tax years 2019 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2019, 2021 2$40,000 2021$20,000
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “SHADES VALLEY ROTARY CHARITABLE FOUNDATION” 2022-2023 2$240 2023$94
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
GREATER HUNTSVILLE ROTARY FOUNDATIONALT30 $100,855$79,487 BOARD MEMBER$0 Same NTEE code T30, revenue within 2x, same state
MAX4KIDS FOUNDATION INCALT30 $101,538$99,245 Executive Advisor$0 Same NTEE code T30, revenue within 2x, same state
BRADLEY AND NIKKI BOZEMAN FOUNDATION INCALT30 $84,830$174,544 VICE PRESIDE$0 Same NTEE code T30, revenue within 2x, same state
BOOKS-A-MILLION INC ASSOCIATE ASSISTANCE FUNDALT30 $85,535$68,205 PRESIDENT$0 Same NTEE code T30, revenue within 2x, same state
MAGIC CITY BAR ASSOCIATIONALT30 $105,601$80,204 PRESIDENT$0 Same NTEE code T30, revenue within 2x, same state
THE CURTIS HOUSEALT30 $89,390$88,019 FOUNDER$0 Same NTEE code T30, revenue within 2x, same state
SQC INCALT30 $81,182$66,270 PRESIDENT/CA$0 Same NTEE code T30, revenue within 2x, same state
SANTA YNEZ VALLEY ROTARY CLUB FOUNDATIONCAT30 $112,740$58,572 PRESIDENT$0 Same NTEE code T30, revenue within 2x, similar name
NORMAN C TANNER AND BARBARA L TANNER THIRD CHARITABLE SUPPORT TRCOT30 $93,878$91,873 TRUSTEE$0 Same NTEE code T30, revenue within 2x, similar mission
ROTARY CLUB OF ARLINGTON HEIGHTS CHARITABLE FOUNDATIONILT30 $101,620$71,204 Treasurer$0 Same NTEE code T30, revenue within 2x, similar name
NORTHVILLE ROTARY FOUNDATIONMIT30 $99,643$43,989 TRUSTEE/PRES$0 Same NTEE code T30, revenue within 2x, similar mission
WESTWOOD CARES FOUNDATIONVAT30 $96,839$35,947 PRESIDENT$0 Same NTEE code T30, revenue within 2x, similar mission
TRINITY FOREST GOLF CHARITIES FOUNDATIONTXT30 $82,240$20,000 President$0 Same NTEE code T30, revenue within 2x, similar mission
DELEUZE FAMILY CHARITABLE FOUNDATIONCAT30 $84,997$86,090 President$0 Same NTEE code T30, revenue within 2x
SANDUSKY ROTARY CLUB CHARITABLE FUND INCOHT30 $95,767$73,697 PRESIDENT$0 Same NTEE code T30, revenue within 2x
HEARTEN HAITI PROJECT INCILT30 $107,412$132,577 PRESIDENT$0 Same NTEE code T30, revenue within 2x, similar mission
HAMM FOUNDATION INCKST30 $80,943$60,242 PRESIDENT$0 Same NTEE code T30, revenue within 2x, similar mission
NORTHWOOD REALTY CHARITABLEFOUNDATIONPAT30 $85,973$99,237 PRESIDENT$0 Same NTEE code T30, revenue within 2x
ROTARY CLUB OF HAMPTON CHARITABLEFOUNDATION INCNHT30 $92,771$73,110 PUBLIC RELAT$0 Same NTEE code T30, revenue within 2x, similar name
MOONJUMPERS CHARITABLE FOUNDATION INCNYT30 $94,418$57,957 PRESIDENT$0 Same NTEE code T30, revenue within 2x
HENRY R BRECKENRIDGE CHARITABLE FOUNDATION INCMAT30 $108,510$45,052 PRESIDENT$0 Same NTEE code T30, revenue within 2x
VALLEY LIFE FOUNDATION INCCAT30 $107,606$115,367 President$0 Same NTEE code T30, revenue within 2x
HOUSTON RAMALLAH CHARITABLE AND EDUCATIONAL FOUNDATION INCTXT30 $82,304$76,920 DEPUTY$0 Same NTEE code T30, revenue within 2x
TOLEDO ROTARY CLUB FOUNDATIONOHT30 $96,467$44,358 EXECUTIVE DIRECTOR$75,510 Same NTEE code T30, revenue within 2x
OZZIE SMITH CHARITABLE FOUNDATION INCMOT30 $97,748$101,127 President$0 Same NTEE code T30, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$1,187,85538 122016–2024 SERVING IRELAND FOUNDATION; METROBETHESDA ROTARY FOUNDATION INC; STRIVE FOR CHANGE FOUNDATION; BOX IT FOUNDATION and 8 more
THE GREATER NEW ORLEANS FOUNDATION DAF sponsor$1,046,25744 12010–2024 THE SPIRIT OF ST BERNARD FOUNDATION
CHARTER FUND INC Private foundation$500,0001 12015–2015 BRIGHTER CHOICE FOUNDATION INC
HICKORY FOUNDATION Private foundation$426,7116 12014–2024 BRIGHTER CHOICE FOUNDATION INC
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INC DAF sponsor$290,8232 12011–2012 CHARLESTON ROTARY FUND
GATES FOUNDATION Private foundation$250,0001 12011–2011 BRIGHTER CHOICE FOUNDATION INC
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC DAF sponsor$222,50022 12015–2024 JAY UIBERALL FOUNDATION
WALTER H CHRISTEN CHARITABLE TRUST Private foundation$221,16812 12009–2021 TOLEDO ROTARY CLUB FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$219,38412 42020–2024 CROSSHAIRS CHARITABLE FOUNDATION INC; DELEUZE FAMILY CHARITABLE FOUNDATION; STRIVE FOR CHANGE FOUNDATION; JAY UIBERALL FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$210,5522 22020–2021 ZIMS FOUNDATION INC; GRANADA HILLS ROTARY FOUNDATION
TOLEDO COMMUNITY FOUNDATION DAF sponsor$204,0686 12012–2023 TOLEDO ROTARY CLUB FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$153,0008 52020–2024 ZIMS FOUNDATION INC; WESTWOOD CARES FOUNDATION; HEARTEN HAITI PROJECT INC; ROTARY CLUB OF TIBURON SUNSET FOUNDATION and 1 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$140,08012 42012–2024 BRADLEY AND NIKKI BOZEMAN FOUNDATION INC; HEARTEN HAITI PROJECT INC; CROSSHAIRS CHARITABLE FOUNDATION INC; SERVING IRELAND FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$126,07911 62020–2025 SOMIECH NOFLIM FOUNDATION INC; BRADLEY AND NIKKI BOZEMAN FOUNDATION INC; CARMINE & ROBERT DESANTIS CHARITABLE FOUNDATION INC; SHOAL CREEK ELEMENTARY SCHOOL EDUCATIONAL FOUNDATION and 2 more
TABANI FAMILY FOUNDATION Private foundation$108,0003 12022–2024 SANA AKHIRAH FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990EZ · $49,279 spent · pay $0 · grants $44,893 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $44,893 91.1%
Other expenses (detail on Schedule O) $4,386 8.9%
Total$49,279100%

View the filing

2023 · Form 990EZ · $41,047 spent · pay $0 · grants $22,013 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $22,013 53.6%
Other expenses (detail on Schedule O) $19,034 46.4%
Total$41,047100%

View the filing

2022 · Form 990EZ · $36,969 spent · pay $0 · grants $36,969 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $36,969 100.0%
Total$36,969100%

View the filing

2021 · Form 990EZ · $46,751 spent · pay $0 · grants $46,751 · events $6,556
LineAs describedTotalShare
Grants and similar amounts paid $46,751 100.0%
Fundraising events Eventdirect expenses; gross income -$6,556reported apart
Total$46,751100%

View the filing

2020 · Form 990EZ · $59,121 spent · pay $0 · grants $37,790 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $37,790 63.9%
Other expenses (detail on Schedule O) $21,331 36.1%
Total$59,121100%

View the filing

2019 · Form 990EZ · $48,219 spent · pay $0 · grants $46,325 · events $6,040
LineAs describedTotalShare
Grants and similar amounts paid $46,325 96.1%
Other expenses (detail on Schedule O) $1,894 3.9%
Fundraising events Eventdirect expenses; gross income -$6,040reported apart
Total$48,219100%

View the filing

2018 · Form 990EZ · $29,882 spent · pay $0 · grants $28,250 · events $11,490
LineAs describedTotalShare
Grants and similar amounts paid $28,250 94.5%
Other expenses (detail on Schedule O) $1,632 5.5%
Fundraising events Eventdirect expenses; gross income -$11,490reported apart
Total$29,882100%

View the filing

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