Civic Intelligence

Rotary District 7300 Foundation

990 • Fiscal year 2021 • EIN 25-1550778

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 21, 2021

Organization ProfileN/A
228 Jefferson LaneCranberry Township, PA 16066

(724) 935-4970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

15th percentile

-10%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

49th percentile

9.0%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,069,860

Up $88,451 (+9.0%) from 2020

Net Assets

Up

$1,069,860

Up $88,451 (+9.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin15th percentile

Revenue

Down

$233,228

Down $62,822 (-21%) from 2020

Expenses

Up

$256,713

Up $32,076 (+14%) from 2020

Net Income

Down

-$23,485

Down $94,898 (-133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $107,193Net Assets 2010: $107,1932010Assets 2011: $124,739Net Assets 2011: $124,7392011Assets 2012: $524,729Liabilities 2012: $0Net Assets 2012: $524,7292012Assets 2013: $561,643Liabilities 2013: $0Net Assets 2013: $561,6432013Assets 2015: $899,639Liabilities 2015: $0Net Assets 2015: $899,6392015Assets 2016: $855,917Liabilities 2016: $0Net Assets 2016: $855,9172016Assets 2017: $924,510Liabilities 2017: $0Net Assets 2017: $924,5102017Assets 2020: $981,409Liabilities 2020: $0Net Assets 2020: $981,4092020Assets 2021: $1,069,860Liabilities 2021: $0Net Assets 2021: $1,069,8602021Assets 2022: $968,560Liabilities 2022: $0Net Assets 2022: $968,5602022Assets 2025: $1,123,686Liabilities 2025: $0Net Assets 2025: $1,123,6862025

Highlighted filing

2021

Assets$1,069,860
Liabilities$0
Net Assets$1,069,860
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $102,845Expenses 2010: $66,944Net Income 2010: $35,9012010Revenue 2011: $113,367Expenses 2011: $71,726Net Income 2011: $41,6412011Expenses 2012: $135,7122012Expenses 2013: $129,1412013Revenue 2015: $320,842Expenses 2015: $247,697Net Income 2015: $73,1452015Revenue 2016: $340,304Expenses 2016: $384,026Net Income 2016: -$43,7222016Revenue 2017: $280,627Expenses 2017: $212,034Net Income 2017: $68,5932017Revenue 2020: $296,050Expenses 2020: $224,637Net Income 2020: $71,4132020Revenue 2021: $233,228Expenses 2021: $256,713Net Income 2021: -$23,4852021Revenue 2022: $376,329Expenses 2022: $401,302Net Income 2022: -$24,9732022Revenue 2025: $357,798Expenses 2025: $477,663Net Income 2025: -$119,8652025

Highlighted filing

2021

Revenue$233,228
Expenses$256,713
Net Income-$23,485
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.1
Gross Receipts
$233,228
Mission and Program Overview

Mission

The foundation exists as a conduit for charitable and educational donations from individuals, rotary clubs, businesses, government agencies or other donors to benefit qualified recipients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$650,283$727,820▲ $77,537
Cash and Non-Interest-Bearing Accounts$224,092$231,222▲ $7,130
Savings and Temporary Cash Investments$107,034$110,818▲ $3,784
Total Assets$981,409$1,069,860▲ $88,451
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$976,994$1,065,388▲ $88,394
Net Assets Without Donor Restrictions$4,415$4,472▲ $57
Total Net Assets Fund Balance$981,409$1,069,860▲ $88,451
Total Liabilities and Net Assets / Fund Balance$981,409$1,069,860▲ $88,451

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,531--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$976,994$215,742▲ $126,565$248,457$1,065,388
2019$892,056$280,102▲ $26,657$216,593$976,994
2018$866,023$273,877▲ $52,375$294,977$892,056
2017$910,522$230,985▲ $42,339$312,582$866,023
2016$847,843$232,800▲ $44,475$209,118$910,522
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Stuart W Benson IiiChairman
Sue KellyVice-chairman
Al DeluciaBoard Member
Alvin FilstrupBoard Member
Ann PersunBoard Member
Bill BlaneyBoard Member
Cherie SearsBoard Member
Chuck DesabatoBoard Member
Jim HahnBoard Member
John Dale HartmanBoard Member
Linda Fischer BruceBoard Member
Marie FallonBoard Member
Mark BrilmyerBoard Member
Pat ShafferBoard Member
Robert ArbuckleBoard Member
Sam MaccaroneBoard Member
Tom RohrichBoard Member
Vincent P CostaBoard Member
Walter SicklesBoard Member
Ward GarnerBoard Member
Monica J StantonSecretary
Virginia FinneganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$215,742
Program Service Revenue
$0
Investment Income
$14,740
Other Revenue
$2,746
All Other Contributions
$215,742
Change in Net Assets
$-23,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,713
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$65,390$0$0$65,390
Conferences and Meetings$31,493$0$0$31,493
Other Expenses$25,511$0$0$25,511
Fees for Service Investment Mgmnt Fees$5,456$0$0$5,456
Fees for Services Accounting$0$2,800$0$2,800
Total Functional Expenses$253,913$2,800$0$256,713
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Rotary District 7300 Foundation
EIN
25-1550778
Phone
7249354970
Address
228 JEFFERSON LANE, CRANBERRY TOWNSHIP, PA 16066

Signing Officer

Name
Stuart W Benson Iii
Title
Chairman
Phone
7249354970
Signed
2021-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Benson
Formed
1987
Legal Domicile
Pa
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
13

Preparer

Firm
Frank E Sparr & Co
Address
2000 CORPORATE DR STE 500, WEXFORD, PA 15090
Preparer
Frank E Sparr
Phone
7249354970
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by certain officers”

Pt VI, Line 12C

“At its march 20, 2019 board of directors meeting, the board unanimously adopted a comprehensive conflict of interest policy which requires annual disclosure. The board also adopted a formal whistblower policy and a record retention and destruction policy.”

Form 990, Part IX, Line 24E

“Fox chapel area rotary club international projects 25000. 25000. 0. 0.”

Form 990, Part IX, Line 24E

“Crafton-ingram charitable events fund 14500. 14500. 0. 0.”

Form 990, Part IX, Line 24E

“Beaver bed project 2000. 2000. 0. 0.”

Form 990, Part IX, Line 24E

“Monroeville charitable events fund 3790. 3790. 0. 0.”

Form 990, Part IX, Line 24E

“Turtle creek rotary satellite club kentucky derby fundraiser 5000. 5000. 0. 0.”

Form 990, Part IX, Line 24E

“Pure water for all haiti 3000. 3000. 0. 0.”

Form 990, Part IX, Line 24E

“Smart class room project india 12100. 12100. 0. 0.”

Financial Statement Notes

Pt V, Line 4

“Endowment funds from the b.b. Mauer charitable trust and bob williams memorial rotary scholarship program support scholarship programs. Amounts received from lawrenceville rotary canfield trust support community development with a focus on the lawrenceville neighborhood of pittsburgh, pennsylvania.”

Raw XML AppendixShowing 400 of 554 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION EXISTS AS A CONDUIT FOR CHARITABLE AND EDUCATIONAL DONATIONS FROM INDIVIDUALS, ROTARY CLUBS, BUSINESSES, GOVERNMENT AGENCIES OR OTHER DONORS TO BENEFIT QUALIFIED RECIPIENTS.
IRS990/AllOtherContributionsAmt0215742
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt065390
IRS990/AllOtherExpensesGrp/TotalAmt065390
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0OFFICERS
IRS990/BooksInCareOfDetail/PhoneNum07249354970
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0228 JEFFERSON LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CRANBERRY TWP
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016066
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0224092
IRS990/CashNonInterestBearingGrp/EOYAmt0231222
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt031493
IRS990/ConferencesMeetingsGrp/TotalAmt031493
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0215742
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014740
IRS990/CYOtherExpensesAmt0256713
IRS990/CYOtherRevenueAmt02746
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-23485
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0256713
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0233228
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION'S MAIN PROGRAMS SUPPORT SCHOLARSHIPS, COMMUNITY NEEDS, DISASTER RELIEF, WATER PURIFICATION PROJECTS, AND YOUTH PROGRAMS INCLUDING ETHICS AND LEADERSHIP TRAINING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0976994
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01065388
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0253913
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02800
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt02800
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05456
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05456
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt183.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt193.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt203.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt213.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0STUART W BENSON III
IRS990/Form990PartVIISectionAGrp/PersonNm1SUE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm2MONICA J STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm3VIRGINIA FINNEGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM ROHRICH
IRS990/Form990PartVIISectionAGrp/PersonNm5ALVIN FILSTRUP
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK BRILMYER
IRS990/Form990PartVIISectionAGrp/PersonNm7SAM MACCARONE
IRS990/Form990PartVIISectionAGrp/PersonNm8WALTER SICKLES
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT ARBUCKLE
IRS990/Form990PartVIISectionAGrp/PersonNm10WARD GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm11LINDA FISCHER BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm13CHUCK DESABATO
IRS990/Form990PartVIISectionAGrp/PersonNm14VINCENT P COSTA
IRS990/Form990PartVIISectionAGrp/PersonNm15CHERIE SEARS
IRS990/Form990PartVIISectionAGrp/PersonNm16AL DELUCIA
IRS990/Form990PartVIISectionAGrp/PersonNm17ANN PERSUN
IRS990/Form990PartVIISectionAGrp/PersonNm18PAT SHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm19BILL BLANEY
IRS990/Form990PartVIISectionAGrp/PersonNm20MARIE FALLON
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHN DALE HARTMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0233228
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014740
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014740
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0650283
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0727820
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION EXISTS AS A CONDUIT FOR CHARITABLE AND EDUCATIONAL DONATIONS FROM INDIVIDUALS, ROTARY CLUBS, BUSINESSES, GOVERNMENT AGENCIES OR OTHER DONORS TO BENEFIT QUALIFIED RECIPIENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0981409
IRS990/NetAssetsOrFundBalancesEOYAmt01069860
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0111936
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04415
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04472
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOX CHAPEL AREA COMMUNITY ENRICHMENT FUND
IRS990/OtherExpensesGrp/Desc1GREAT FRIENDS CHARITIES
IRS990/OtherExpensesGrp/Desc2BOB WILLIAMS MEMORIAL ROTARY SCHOLARSHIP PROGRAM
IRS990/OtherExpensesGrp/Desc3CARNEGIE-COLLIER ROTARY SIP
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt071500
IRS990/OtherExpensesGrp/ProgramServicesAmt117201
IRS990/OtherExpensesGrp/ProgramServicesAmt237362
IRS990/OtherExpensesGrp/ProgramServicesAmt325511
IRS990/OtherExpensesGrp/TotalAmt071500
IRS990/OtherExpensesGrp/TotalAmt117201
IRS990/OtherExpensesGrp/TotalAmt237362
IRS990/OtherExpensesGrp/TotalAmt325511
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0FUND HANDLING FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02700
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt146
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt146
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt02746
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STUART BENSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0280102
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015940
IRS990/PYOtherExpensesAmt0224637
IRS990/PYOtherRevenueAmt08
IRS990/PYRevenuesLessExpensesAmt071413
IRS990/PYTotalExpensesAmt0224637
IRS990/PYTotalRevenueAmt0296050
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-23485
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0107034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0110818
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0188999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0258127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0248467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0202967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0225530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01124090
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014740
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015940
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016324
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017432
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047827
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0112263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0109674
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014740
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015940
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016324
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017432
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0112263
IRS990ScheduleA/InvestmentIncomeCYPct00.08340
IRS990ScheduleA/InvestmentIncomePYPct00.07090
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.91660
IRS990ScheduleA/PublicSupportPY509Pct00.92910
IRS990ScheduleA/PublicSupportTotal509Amt01233764
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0215742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0280110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0273877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0231235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0232800
IRS990ScheduleA/Total509Grp/TotalAmt01233764
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01346027
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,069,860
Liabilities
$0
Net assets
$1,069,860
Revenue
$233,228
Expenses
$256,713
Net income
-$23,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.36$0.48$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.38$0.40$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.23$0.26$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.30$0.22$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.28$0.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.34$0.38$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.32$0.25$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.11$0.07$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.10$0.07$0.04