Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
0 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 26,560 | 205,214 | 16,500 | 1,719 | 37,956 | 287,949 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | 0 | 0 | 0 | 0 | 0 |
| 4 | Total. Add lines 1 through 3 | 26,560 | 205,214 | 16,500 | 1,719 | 37,956 | 287,949 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 287,949 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 26,560 | 205,214 | 16,500 | 1,719 | 37,956 | 287,949 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 359 | 165 | 222 | 404 | 275 | 1,425 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10 | 289,374 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | 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 | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 0 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 19009670 |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Pt III, Line 31 | Description: To promote education and children's health by providing vision testing for children in the HeadStart program, ages 3-5, and by providing them each with a book to keep Class of Activity: health, education Grantee's name: See2Learn project, sponsored by the Rotary Club of Towsontowne Amount Given: $4,779 |
| Pt III, Line 31 | Description: To support this vision care project to provide life-changing eye surgeries to patients in India Class of Activity: Health (vision care surgeries) Grantee's name: Lions Club of Bangalore in West Trust, India Amount Given: $2,000 |
| Pt V, Line 35b | The Foundation did not have any Unrelated Business Taxable Income; therefore there was not requirement to file a Form 990-T |
| Pt III, Line 31 | Description: To support a global project that provides clean water and sanitation to an underserved part of the world Class of Activity: water, health, sanitation, peace Grantee's name: The Rotary Foundation - Water Project Amount Given: $1,575 |
| Pt III, Line 31 | Description: To support the Children's Guild's dedication to transforming how America cares for and educates its children and youth Class of Activity: education, children Grantee's name: The Children's Guild Amount Given: $1,550 |
| Pt III, Line 31 | Description: To support the ACTC's mission of caring for the hungry in our community Class of Activity:food security Grantee's name: Assistance Center for Towson Churches Amount Given: $1,500 |
| Pt III, Line 31 | Description: To support peace Description: To support the peace project Class of Activity: peace Grantee's name: Goucher College - Peace Studies HOPE Project Amount Given: $1,500 |
| Pt III, Line 31 | Description: To support a private coeducational school in Southwest Baltimore, serving children from Daycare and Nursery agen through middle school Class of Activity: education Grantee's name: Unseld's School Amount Given: $1,500 |
| Pt III, Line 31 | Description: To support Keith Schmidt, DDS, in his Africa Mission Trip, by purchasing dental equipment that he can use to provide root canal treatment to a very underserved population Class of Activity: health Grantee's name: Dr. Keith Schmidt for Africa Mission Trip Amount Given: $1,283.77 |
| Pt III, Line 31 | Description: To contribute to the Turkey Trot program that raises money for scholarships for children in need of financial assistance to attend summer camp Class of Activity: children, education, food security Grantee's name: Y of Central Maryland Amount Given: $1,000.00 |
| Pt III, Line 31 | Description: To provide financial assistance to feed the hungry in Baltimore Class of Activity: food security, saving families Grantee's name: Maryland Food Bank Amount Given: $1,000.00 |
| Pt III, Line 31 | Description: To contribute to an ongoing effort to eradicate polio around the world Class of Activity: health Grantee's name: The Rotary Foundation - Polio Plus Amount Given: $1,000.00 |
| Pt III, Line 31 | Description: To contribute to Disaster aid relief for hurricane victims in the Bahamas Class of Activity: health, water, sanitation, food security Grantee's name: Disaster Aid USA Amount Given: $500 plus $200 for total of $700 |
| Pt III, Line 31 | Description: To support individual advocacy for children and youth in foster care in Baltimore County who have been abused, neglected or abandoned Class of Activity: children, food security, health Grantee's name: CaSA of Baltimore County, Inc. Amount Given: $500.00 |
| Pt III, Line 31 | Description: To support the athletic training and mentorship, as well as endurance events to help athletes living with disabilities to live more active lifestyles and to pursue a high quality life and achievement Class of Activity: health, children and youth,peace through friendship Grantee's name: Athletes Serving Athletes Amount Given: $500 |
| Pt III, Line 31 | Description: To provide financial support to an organization that is providng families who are facing adversity with housing, utilities and transportation in the spirit of "never giving up" when times get tough Class of Activity: health, families, economic development Grantee's name: Griffith Never give Up Foundation Amount Given: $450 |
| Form 990EZ, Part I, Line 10 | to purchase vision testing equipment for children in the Head Start program and to provide them each with a book, perhaps the first book they have owned; education,supporting; See2Learn Project: , , , ; Project we managed, we tested vision of children ages 3-5 and gave them books to keep 10/03/2019 4779. 4779. 4779. |
| Form 990EZ, Part I, Line 10 | to support Dr. Keith Schmidt on his mission trip to Africa to provide free dental care; health care; Keith Schmidt, DDS for Africa Mission Trip: , , , ; Dr. Schmidt is a member of Rotary, we purchased equipment to enable Dr. Schmidt to provide root canal care on mission trip to Africa 02/26/2020 1284. 1284. 1284. |
| Form 990EZ, Part I, Line 10 | to purchase food and necessities for the needy; food support; Assistance Center of Towson Churches: 116 W Pennsylvania Ave, Towson, MD, 21204; grantee, cash donation made in two parts on 12/28/19 and 5/21/20 12/28/2019 1500. 1500. 1500. |
| Form 990EZ, Part I, Line 10 | to support youth with special needs, to foster friendship between youth with special needs and healthy youth; supporting youth; Athletes Serving Athletes, Inc.: P. O. Box 172, Richboro, PA, 18954; grantee, cash donation 12/28/2019 500. 500. 500. |
| Form 990EZ, Part I, Line 10 | to support individual advocacy for children in foster care who have been abused, neglected or abandoned; supporting youth; CaSA of Baltimore County: 305 W. Chesapeake Ave, #117, Towson, MD, 21204; grantee, cash donation 02/28/2020 500. 500. 500. |
| Form 990EZ, Part I, Line 10 | One of Rotary's six lanes of service is PEACE; we do what we can to encourage understanding so that the world may know peace; education; peace; Goucher College - Peace Studies HOPE Project: 1021 Dulaney Valley Road, Baltimore, MD, 21204; grantee, cash donation 02/26/2020 1500. 1500. 1500. |
| Form 990EZ, Part I, Line 10 | to support this vision care project to provide life-changing eye surgeries to patients in India; health; specifically; Lions Club of Bangalore: wire transfer, West Trust, India, , ; grantee, 06/08/2020 2000. 2000. 2000. |
| Form 990EZ, Part I, Line 10 | to help our neighbors in need to have food security during the pandemic; food; health; Maryland Food Bank: 2200 Halethorpe Farms Road, Baltimore, MD, 21227; grantee, cash donation 05/21/2020 1000. 1000. 1000. |
| Form 990EZ, Part I, Line 10 | to support this school in their educational programs; education; children; The Children's Guild: 6802 McLean Blvd, Baltimore, MD, 21234; grantee, cash donation split into two payments: 2/26/20 and 6/8/2020 02/26/2020 1550. 1550. 1550. |
| Form 990EZ, Part I, Line 10 | to support this group that teaches young people to never give up to adversity; youth; The Griffith Never Give Up Foundation: 3004 Fallston Road, Fallston, MD, 21047; grantee, cash donation 10/11/2019 450. 450. 450. |
| Form 990EZ, Part I, Line 10 | to support youth and education; education; Unselds' School: 250 S. Hilton Street, Baltimore, MD, 21229; grantee, cash donation 06/08/2020 1500. 1500. 1500. |
| Form 990EZ, Part I, Line 10 | To support the Turkey Trot, which helps underprivileged youth to attend camp, etc.; youth; education; Y of Central Maryland: 303 W Chesapeake Avenue, Towson, MD, 21204; grantee, cash outlay 11/13/2019 1000. 1000. 1000. |
| Form 990EZ, Part I, Line 10 | To fund cataract, retina and glaucoma surgeries for those who cannot afford these vital surgeries in ; healthcare; specifically vision care; The Rotary Foundation, Global Grant #GG2095900 - Eye Care : Through Cataract, Retina and Glaucoma Surgeries, India, , ; affiliate organization, $6,000 cash grant; the $300 processing fee for The Rotary Foundation is included in the total 01/13/2020 1000. 1000. 6300. |
| Form 990EZ, Part I, Line 10 | to pass some monies we were holding for our Bangladesh Vision Project to The Rotary Foundation; project supporting health, ; The Rotary Foundation: 14280 Collections Center Drive, Chicago, IL, 60693; affiliate foundation, cash outlay 12/06/2019 7413. 7413. 7413. |
| Form 990EZ, Part I, Line 10 | To support Rotary's ongoing effort, in conjunction with the Bill and Melinda Gates Foundation and Unicef, to eradicate polio throughout the world; public ; The Rotary Foundation (Polio Plus): 14280 Collections Center Drive, Chicago, IL, 60693; affiliated foundation, cash outlay 06/08/2020 1000. 1000. 1000. |
| Form 990EZ, Part I, Line 10 | +; health; clean; The Rotary Foundation: 14280 Collections Center Drive, Chicago, IL, 60693; affiliate foundation, cash outlay 12/20/2019 1575. 1575. 1575. |
| Form 990EZ, Part I, Line 10 | The Rotary Eye Rescue Project will distribute monies to Eye Banks in India to provide eye surgeries to deserving poor people who need help paying for eye surgeries; health; Rotary Club of Bombay: sent via Bank of India, Bombay, India, , ; affiliate club, cash grant sent to Bank of India via Wire Transfer 05/22/2020 8000. 8000. 8000. |
| Form 990EZ, Part I, Line 10 | to provide some support for disaster relief after Hurricane Dorian; health; disaster relief; Disaster Aid USA: 9817 Lanham Severn Road, Lanham, MD, 20706; grantee, cash payment made in two checks ($200 and $500) totaling $700 10/03/2019 700. 700. 700. |
| Form 990EZ, Part I, Line 16 | Bank expenses and check printing charge 100. |
| Form 990EZ, Part I, Line 20 | To adjust tax book value of Scholarship Fund investments to account for decrease in market value in FY2019 -999. |
| Form 990EZ, Part I, Line 20 | Prior period adjustment for Scholarship Investment Accounts at FY2018 -182. |
| Form 990EZ, Part I, Line 20 | Prior period adjustment for Petty Cash returned in April, 2019, erroneously accounted for as fundraising income -1400. |
| Form 990EZ, Part I, Line 20 | Adjustment to void check #1261 prev expensed, never presented for payment 1000. |
| Form 990EZ, Part I, Line 20 | Adjustment to void check #1262 prev expensed, never presented for payment 515. |
| Form 990EZ, Part I, Line 20 | Adjustment to General Fd balance for ck #1286 still in transit 1500. |
| Form 990EZ, Part I, Line 20 | Adjustment to 6/30/2019 balance sheet in conversion to QBO -30. |
| Form 990EZ, Part I, Line 20 | Adjustment for miscellaneous expense -80. |
| Software ID: | 19009670 |
| Software Version: |