Nonprofit · EIN 47-4895187
SHADES VALLEY ROTARY CHARITABLE FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $94,482 | $49,279 | $45,203 | $424,834 | $0 | $424,834 |
| June 30, 2024 | 990-EZ | $105,588 | $41,047 | $64,541 | $375,605 | $0 | $375,605 |
| June 30, 2023 | 990-EZ | $89,835 | $36,969 | $52,866 | $305,679 | $0 | $305,679 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $89,723
- Investment income
- $4,759
Expenses
- Grants and similar amounts paid
- $44,893
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $4,386
- Program services (functional)
- $49,279
Balance sheet and other
- Total assets, start of year
- $375,605
- Total assets, end of year
- $424,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $424,834
- Cash, savings and investments
- $424,834
- Gross receipts
- $94,482
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Sanders | Trustee | 0.25 | $0 |
| Frank O'Neil | Trustee | 0.25 | $0 |
| Michael Evans | Trustee | 0.25 | $0 |
| Cecil Bostany | Treasurer | 0.25 | $0 |
| Keith Sides | Secretary | 0.25 | $0 |
| Dean Drinkard | Trustee | 0.25 | $0 |
| William Wentowski | Trustee | 0.25 | $0 |
| James Shepherd | Trustee | 0.25 | $0 |
| Christen Ferguson | Trustee | 0.25 | $0 |
| Robert Baker | Chair | 1 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Sanders | Trustee | 0.25 | $0 |
| Frank O'Neil | Trustee | 0.25 | $0 |
| Michael Evans | Trustee | 0.25 | $0 |
| Denis Devane | Trustee | 0.25 | $0 |
| Tom Somers | Trustee | 0.25 | $0 |
| Jon Lewis | President | 0.25 | $0 |
| David Bell | Trustee | 0.25 | $0 |
| Cecil Bostany | Treasurer | 0.25 | $0 |
| Keith Sides | Secretary | 0.25 | $0 |
| Dean Drinkard | Trustee | 0.25 | $0 |
| Robert Baker | Chair | 1 | $0 |
990-EZ for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carter E Anthony | Trustee | 0.25 | $0 |
| Richard Sanders | Trustee | 0.25 | $0 |
| Frank O'Neil | Trustee | 0.25 | $0 |
| Michael Evans | Trustee | 0.25 | $0 |
| Denis Devane | Trustee | 0.25 | $0 |
| Tom Somers | Trustee | 0.25 | $0 |
| Marcus Chatterton | Trustee | 0.25 | $0 |
| Rachel McKee | Trustee | 0.25 | $0 |
| William H Ross | Treasurer | 1 | $0 |
| Mike Wade | Secretary | 1 | $0 |
| Robert Baker | Chair | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 530342, BIRMINGHAM, AL 35253-0342
- In care of
- % KEITH SIDES
- Mailing address (990-N for 2017)
- PO Box 530342, Birmingham AL 35253
- Principal officer (990-N for 2017)
- William Ross, PO Box 530342, Birmingham AL 35253
- Signed the 990-EZ
- Cecil Bostany, Treasurer
- Phone
- (205) 529-6515
- Return prepared by
- Kassouf & Co Inc
Mission
The primary puposes of Shades Valley Rotary Charitable Foundation are exclusively charitable, religious, educational, and scientific and include distributions to organizations that qualify as exempt under section 501(c)3 of the Internal Revenue Code.
Program accomplishments
- The Organization made scholarship grants to trade schools, community colleges, and Boy Scouts of America (BSA) High Adventure Camp to individuals selected from interviews with those potential students and recommendations of leadership of those organizationsExpenses $42,293 · grants $42,293
- The Organization supported other various organizationsExpenses $6,986 · grants $2,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 47-4895187
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $424,834
- Income (IRS master file)
- $94,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $94,482 | $49,279 | $424,834 | IRS |
| 990-EZ | June 2024 | $105,588 | $41,047 | $375,605 | IRS |
| 990-EZ | June 2023 | $89,835 | $36,969 | $305,679 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: William Ross | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4895187).
Questions about SHADES VALLEY ROTARY CHARITABLE FOUNDATION
- What is the EIN of SHADES VALLEY ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SHADES VALLEY ROTARY CHARITABLE FOUNDATION is 47-4895187.
- Is SHADES VALLEY ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SHADES VALLEY ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHADES VALLEY ROTARY CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHADES VALLEY ROTARY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHADES VALLEY ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of SHADES VALLEY ROTARY CHARITABLE FOUNDATION?
- The 990-N for 2017 names William Ross.
- Who are the officers and directors of SHADES VALLEY ROTARY CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SHADES VALLEY ROTARY CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $94,482, expenses of $49,279 and total assets of $424,834 at year end.
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