Shades Valley Rotary Charitable Foundation
- Assets
- $249.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 10/2015
- Data as of
- 06/2022
- EIN
- 47-4895187
Organization Overview
Shades Valley Rotary Charitable Foundation is located in Birmingham, AL. The organization was established in 2015. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shades Valley Rotary Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Shades Valley Rotary Charitable Foundation generated $128.1k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 7.2% each year. All expenses for the organization totaled $46.8k during the year ending 06/2022. While expenses have increased by 11.8% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William H Ross Treasurer | 1 | $0 | |
Mike Wade Secretary | 1 | $0 | |
Sidney Summey Trustee | 0.25 | $0 | |
James Thomas Somers Jr Trustee | 0.25 | $0 | |
Richard Sanders Trustee | 0.25 | $0 | |
Lindsy Gardner Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $116,064 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $9 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $12,008 |
| Other Revenue | $0 |
| Total Revenue | $128,081 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $0 |
| Total expenses | $46,751 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $248,985 |
| Other assets | $0 |
| Total assets | $248,985 |
| Total liabilities | $0 |
| Net assets or fund balances | $248,985 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Shades Valley Rotary Charitable Foundation has recieved totaling $40,000.
| Awarding Organization | Amount |
|---|---|
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $20,000 |
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $20,000 |
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