Rotary Charity Foundation in Montgomery, Alabama (AL)
Table of contents:
| Rotary Charity Foundation | |
| Employer Identification Number (EIN) | 636049887 |
| Name of Organization | Rotary Charity Foundation |
| Address | 5015 Woods Crossing Dr, Montgomery, AL 36106-3658 |
| Activities | Fundraising, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1962 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $60,735 |
| Amount of Income | $70,509 |
| Form 990 Revenue Amount | $67,059 |
| National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Young Men's or Women's Associations (YMCA, YWCA, YWHA, YMHA) |
Non-representatives - add comments:
Amount of income in 2014: $70,509 (it was $36,694 in 2013)
| Rotary Charity Foundation: | $70,509 |
| Other organizations performing similar types of work: | $177,215 |
Assets in 2014: $60,735 (it was $27,488 in 2013)
| Rotary Charity Foundation: | $60,735 |
| Other organizations performing similar types of work: | $738,869 |
Expenses in 2014: $27,000
| Rotary Charity Foundation: | $27,000 |
| Other organizations performing similar types of work: | $49,956 |
Income to expenses ratio in 2014: 2.6
| This organization: | 2.6 |
| Other organizations performing similar types of work: | 5.4 |
Grants share in income in 2014: 59.0%
| This organization: | 59.0% |
| Other organizations performing similar types of work: | 26.2% |
Revenue for 2014
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Total revenue | $32,124 | $33,694 | $67,059 |
| Contributions, gifts, grants, and similar amounts received | $17,400 | $19,975 | $39,543 |
| Program service revenue including government fees and contracts | $12,386 | $12,300 | $26,420 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $43 | $39 | $66 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $2,295 | $1,380 | $1,030 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $6,235 | $4,380 | $4,480 |
| Less: direct expenses from gaming and fundraising events | $3,940 | $3,000 | $3,450 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $29,360 | $32,609 | $27,000 |
| Total net assets | $26,233 | $27,318 | $60,565 |
| Excess/Deficit for the year | $2,764 | $1,085 | $40,059 |
| Net assets or fund balances at beginning of year | $23,469 | $26,233 | $27,318 |
| Other changes in net assets or fund balances | $0 | $0 | $-6,812 |
| Net assets or fund balances at end of year | $27,318 | $60,565 | |
| Balance Sheets | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Total assets | $26,233 | $27,488 | $60,735 |
| Total liabilities | $0 | $170 | $170 |
| Net assets or fund balances | $26,233 | $27,318 | $60,565 |
| Other Information | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2010 - 2014) | |
| 2010 - 2014 Total | |
|---|---|
| Public support | $185,558 |
| Subtotal | $185,558 |
| Gifts, grants, contributions, and membership fees received | $185,558 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $0 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $185,771 |
| Public support | $185,558 |
| Subtotal | $213 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $213 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Santa Monica Family Ymca Endowment Fund | 1332 6th St, Santa Monica, CA 90401-1604 | CA | 1982-05 | $4,133,313 |
| 2 | Sidney-Shelby County Ymca Foundation Inc | 300 E Parkwood St, Sidney, OH 45365-1642 | OH | 1990-03 | $2,051,045 |
| 3 | Sparta-White County Family Ymca | 123 Moore St, Sparta, TN 38583-1531 | TN | 1993-07 | $2,050,735 |
| 4 | Ymca Foundation Of Sarasota Inc | 1 S School Ave Ste 302, Sarasota, FL 34237-6052 | FL | 1981-11 | $1,959,426 |
| 5 | Salina Ymca Endowment Foundation | PO BOX 2567, Salina, KS 67402-2567 | KS | 1985-05 | $1,355,496 |
| 6 | Tuscarawas County Ymca Foundation Inc | 600 Monroe St, Dover, OH 44622-2047 | OH | 1975-10 | $1,303,536 |
| 7 | Sheboygan Ymca Endowment Trust | 1 W 4th St 4th Fl Mac D4000-04, Winston Salem, NC 27101-3818 | NC | 1978-11 | $953,724 |
| 8 | Ymca Foundation Of Middle Tennessee | 1000 Church St, Nashville, TN 37203-3420 | TN | 1975-12 | $936,149 |
| 9 | Ymca Of Winchester Inc | 645 Westmeade Dr, Winchester, KY 40391-8745 | KY | 1992-02 | $797,083 |
| 10 | Montgomery Ymca Endowment Foundation | PO BOX 2336, Montgomery, AL 36102-2336 | AL | 1976-09 | $259,642 |
| 11 | Ymca Of Beloit Endowment Trust Inc | 1865 Riverside Dr, Beloit, WI 53511-3521 | WI | 1989-02 | $177,215 |
| 12 | Golden Isles Ymca Foundation Inc | 144 Scranton Connector, Brunswick, GA 31525-0540 | GA | 1992-06 | $157,485 |
| 13 | Wichita Falls Y M C A Trust-2 | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1960-01 | $91,870 |
| 14 | Rotary Charity Foundation | 5015 Woods Crossing Dr, Montgomery, AL 36106-3658 | AL | 1962-04 | $70,509 |
| 15 | J Warne Tr Fbo Brownson & Lemoyne 10265003244 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $69,046 | |
| 16 | Southeast Nebraska Ymca Foundation Inc | PO BOX 421, Beatrice, NE 68310-0421 | NE | 1983-08 | $68,620 |
| 17 | Nellie Stevens Ymca Etal Tr Ta 204534-00-4 | PO BOX 3636, Grand Rapids, MI 49501-3636 | MI | $39,264 | |
| 18 | Hopkins County Family Ymca Foundation Inc | 150 Ymca Drive, Madisonville, KY 42431 | KY | 1989-11 | $35,742 |
| 19 | Tri-Community Ymca Capital Facilities Endowment Fund | PO BOX 250, Southbridge, MA 01550-0250 | MA | 1989-12 | $14,843 |
| 20 | Ywca Foundation | 309 N 23rd Street, Birmingham, AL 35203 | AL | 1995-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||
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| Total | 39 | ||||||||||||||||||||||||||||||||||||||||||
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