Charlotte Hall Rotary Foundation Inc
- Assets
- $166.0k
- Revenue
- $207.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Charlotte Hall, MD
- Founding
- 10/1999
- Data as of
- 06/2024
- EIN
- 52-2170259
Organization Overview
Charlotte Hall Rotary Foundation Inc is located in Charlotte Hall, MD. The organization was established in 1999. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, 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. Charlotte Hall Rotary Foundation Inc 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 06/2024, Charlotte Hall Rotary Foundation Inc generated $207.9k in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 14.9% each year . All expenses for the organization totaled $256.1k during the year ending 06/2024. While expenses have increased by 18.9% per year over the past 9 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
THE CHARLOTTE HALL ROTARY FOUNDATION INC IS ONE OF THE LOCAL CHAPTERS OF THE GLOBAL ROTARY CLUB ORGANIZATION, THE MISSION OF WHICH IS TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACH THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. TOGETHER, WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE - ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES. ROTARY IS DEDICATED TO CAUSES THAT BUILD INTERNATIONAL RELATIONSHIPS, IMPROVE LIVES, AND CREATE A BETTER WORLD TO SUPPORT OUT PEACE EFFORTS AND END POLIO FOREVER. ROTARY MEMBERS BELIEVE THAT WE HAVE A SHARED RESPONSIBILITY TO TAKE ACTION ON OUR WORLD'S MOST PERSISTENT ISSUES. OUR 35000+ CLUBS WORK TOGETHER TO: PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER, SANITATION, AND HYGIENE, SAVE MOTHERS AND CHILDREN, SUPPORT EDUCATION AND GROW LOCAL ECONOMIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS AND DONATIONS TO ROTARY INTERNATIONAL: TO PROVIDE DONATIONS FOR WORLD FUND FOR FUNDING VARIOUS GLOBAL PROJECTS INCLUDING FUNDING THE PURCHASE OF A CORNEA TOPOGRAPHER AND BIOMETER; PROVIDING ASSISTANCE FOR A SCHOOL WITH ORPHAN CHILDREN; FUNDING HEART & LUNG MEDICAL EQUIPMENT TO BANGLORE, INDIA; FUNDING A WATER SYSTEM PROJECT IN GHANA; AND PROVIDING FUNDING FOR PEDIATRIC CANCER PATIENT SURGERIES.
EDUCATIONAL SCHOLARSHIPS - TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING SENIORS.
DOMESTIC HUMANITARIAN EFFORTS: TO PROVIDE FINANCIAL ASSISTANCE TO OTHER LOCAL PROJECTS THAT ADDRESS COMMUNITY NEEDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ila Shah President | OfficerTrustee | 4 | $0 |
Karrie Wood Treasurer | OfficerTrustee | 4 | $0 |
Theresa Dorsey Secretary | OfficerTrustee | 2 | $0 |
Ryan Schlotterbeck Board Member | Trustee | 2 | $0 |
Stephen Mattingly Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $4,193 |
| Fundraising events | $21,610 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $158,222 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $184,025 |
| Total Program Service Revenue | $0 |
| Investment income | $298 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $23,532 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $207,855 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $243,093 |
| Grants and other assistance to domestic individuals. | $9,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,050 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $200 |
| Advertising and promotion | $0 |
| Office expenses | $114 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $2,603 |
| Total functional expenses | $256,060 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $166,033 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $166,033 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $40,150 |
| Net assets with donor restrictions | $125,883 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $166,033 |
Grants Awarded
Over the last fiscal year, Charlotte Hall Rotary Foundation Inc has awarded $198,215 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
SPECIAL OYLMPICS MD - ST MARY'S COUNTY PURPOSE: CONTRIBUTE TO SPECIAL OLYMPICS DONATION | $15,000 |
ROTARY INTERNATIONAL PURPOSE: CONTRIBUTE TO WORLD FUND | $183,215 |