Regis tered Charity Information Return
The i nformati on di spl ayed bel ow has been manual l y entered by the CRA from the regi stered chari ty's Regi stered Chari ty Informati on Return. Thi s i nformati on has not necessaril y been veri fi ed for accuracy or compl eteness by the Chariti es Di rectorate.
Regi stered chari ti es that noti ce probl ems wi th thei r onl i ne i nformati on shoul d vi si t the amendment page for i nstructi ons on how to correct the i nformati on.
2006
Reg istered Charity Information Return
for
ROTARY CLUB OF GUE LP H SOUTH CHARITABLE FOUNDATION INC.
Basic Information Sheet
Prog ram areas: The three pri mary areas i n whi ch the chari ty is now carryi ng on programs to achi eve i ts chari tabl e purposes are l i sted bel ow. The program areas are ranked accordi ng to the percentage of ti me and resources devoted to each program area.
Charit ies and Giving > S earch
Basi c Informati on Sheet Secti on A. Identi fi cati on
Secti on B. Di rectors/Trustees and Li ke Offi ci al s Secti on C. Programs and General Informati on Secti on D. Compensati on
Secti on E. F i nanci al Informati on Secti on F . Other Requi red Informati on Secti on G. F or F oundati on Onl y
Desi gnati on Pub lic Found ation
F i scal Peri od End 2006-06-30
Regi strati on Date 2005-11-14
BN/regi strati on number 863418984RR0001
Tel ephone number 519-767-1502
F ax number 519-767-9994
E-mai l address [email protected]
Web si te address
Contact Name and Posi ti on MARGARET NIXON
Names the chari ty i s known by other than i ts regi stered name:
Rank Descrip tion Field Cod e
% of Emp hasis
Sec tion A. Identific ation
Sec tion B. Direc tors/Trustees and Like Offic ials
Sec tion C. Programs and General Information
A1 Has the chari ty made any changes to i ts governi ng documents duri ng the fi scal peri od (e.g., l etters patent, arti cl es of i ncorporati on, consti tuti on, trust, or by-l aws)?
1500 No
A2 Was the chari ty an i nternal di vi si on regul ated by the governi ng documents of another chari ty (i .e., i t had no governi ng documents establ i shi ng i ts i ndependent exi stence)? If yes, what i s the name and BN/regi strati on number of the other chari ty?
1510 No
Name:
BN/regi strati on number:
A3 Was the chari ty l i nked i n a subordi nate way to a provi nci al , nati onal , or i nternati onal
organi zati on? If yes, what i s the name of this organi zati on and i ts BN/regi strati on number (i f appl i cabl e)?
1540 No
Name:
BN/regi strati on number:
A4 Has the chari ty wound-up, di ssol ved, or terminated operati ons? 1570 No
A5 Has the chari ty amal gamated, merged, or consol i dated wi th another organi zati on? 1580 No
B1 Has the Chari ty attached a l i st of Di rector/Trustees and Li ke Offi ci al s? 1700 Yes You can cl i ck on Di rectors/Trustees and Li ke Offi ci al s to open a new wi ndow that di spl ays each
person's name (fi rst, mi ddl e i ni ti al and l ast name), posi ti on i n the chari ty, whether or not they were a Di rector/Trustee at year end and thei r arm's l ength status.
C1 Was the chari ty i nacti ve duri ng the fi scal peri od? If yes, pl ease expl ai n why i n the "Ongoi ng programs" space bel ow.
1800
C2 Describ e how the chari ty carri ed out i ts chari tabl e purposes duri ng the fi scal peri od. Gi ve detai l ed i nformati on so a reader can cl earl y understand what the chari ty actual l y di d to ful fi l l i ts mandate. Descri be the chari ty's ongoi ng programs and new programs i n the spaces provided bel ow. Do not attach addi ti onal sheets of paper or annual reports. Do not i ncl ude a descri pti on of fundrai si ng acti vi ti es i n thi s secti on. Grant-maki ng chari ti es shoul d descri be the types of organi zati ons they support. Pl ease number each program. Ongoi ng programs:
THE ROTARY CLUB OF WELLINGTON SOUTH CHARITABLE F OUNDATION INC WAS REGISTERED EF F ECTIVE NOV 14, 2005. THIS IS THE F IRST ANNUAL RETURN. IN THIS F IRST (PART) YEAR OF OPERATION, THIS CHARITABLE F OUNDATION WAS ONLY INVOLVED IN F UNDRAISING ACTIVITIES. New programs:
the programs were carri ed on.
· A si ngl e rural , ci ty, or metropol i tan area 2000 Yes · Provi nci al l y or terri tori al l y 2010
· In more than one provi nce or territory 2020 C4 Di d the chari ty carry on programs, di rectl y or i ndi rectl y, outside Canada? 2100 No
If yes, were any carri ed out:
· by empl oyees or vol unteers of the chari ty? 2110
· under agency agreement, contract, joi nt-venture, or si mi lar arrangements? 2120
· through gi fts to qual i fi ed donees? 2130
· by other means? 2140
C5 F or programs the chari ty managed di rectl y, outsi de of Canada, l i st the countri es or regi ons where programs were carri ed on. Do not i nclude countri es or regi ons where programs were managed by a qual i fi ed donee.
C6 Di d the chari ty i ssue schol arshi ps, bursari es, awards, pri zes, or honorari a to an i ndi vi dual duri ng the fi scal peri od?
2300 No
C7 A chari ty may pursue pol i ti cal acti vi ti es that are non-parti san, rel ated to i ts chari table purposes, and l i mi ted i n extent. Duri ng the fi scal peri od, di d the chari ty carry out pol i ti cal acti vi ti es or provi de assi stance to another
organi zati on to carry out pol i ti cal acti vi ti es?
2400 No
C8 If the chari ty carri ed on fundrai si ng acti vi ti es, check al l fundrai si ng methods that i t used duri ng the fi scal peri od.
Adverti sements/posters/fl yers/radi o or TV commerci al s 2500
Aucti ons 2510 Yes
Bi ngo/casi no ni ghts 2520
Col l ecti on pl ates/boxes 2530
Door-to-door sol i ci tati on 2540
Draws/l otteri es 2550
F undrai si ng di nners/gal as/concerts 2560
F undrai si ng sal es (e.g., cooki es, chocol ate) 2570
Mai l campai gns 2580
Pl anned-gi vi ng programs 2590
Targeted corporate donati ons/sponsorshi ps 2600
Targeted contacts 2610
Tel ephone sol i ci tati ons 2620
Tournaments/sporti ng events 2630
Wal k-a-thons/bi ke-a-thons (etc.) 2640
Other 2650
Speci fy: 2660
C9 Di d the chari ty use i ncenti ve-based compensati on (e.g., bonuses, commissi ons, fi nder's fees, honorari a) for fundrai sers?
Sec tion D. Compensation
· staff or vol unteers? 2720
C10 Di d the chari ty charge fees for, or otherwi se recei ve regul ar revenue from goods, servi ces, or the use of the chari ty's assets?
2800 No
C11 Di d the chari ty make gi fts to qual i fi ed donees? 2900 No If the chari ty answered "Yes", you can cl i ck on Gi fts to Qual i fi ed Donees to
open a new wi ndow that di spl ays the name of each qual i fi ed donee and i ts l ocati on, BN/regi strati on number, the total amount of the gi ft for the fi scal peri od, the amount, i f any, of speci fi ed gi fts, and whether or not i t i s an associ ated chari ty.
C12 If the chari ty recei ved non-cash gi fts (gi fts i n ki nd) for whi ch i t i ssued tax recei pts, check al l the types of gi fts that appl y.
Artwork/wi ne/jewel l ery 3000
Bui l di ng materi al s 3010
Cl othi ng/furni ture/food 3020
Vehi cl es 3030
Cul tural property 3040
Ecol ogi cal property 3050
Machi nery/equipment (i ncl udi ng computers/software) 3060
Hedge funds/l i fe i nsurance pol i ci es 3070
Publ i cl y-traded securi ti es/mutual funds 3080
Pri vatel y-hel d securi ties 3090
Other 3100 Yes
Speci fy: 3110 GIF T
CERTIF ICATES GOLF ITEMS, GIF T PACKS OF
ALCOHOL, SEEDS,T
Note: Compensati on i ncl udes all forms of remunerati on (e.g., sal ari es, fees, and honorari a) and benefi ts (e.g., personal use of a car or offi ce space).
D1 On average, how many permanent, ful l -ti me, compensated posi ti ons di d the charity have i n the fi scal peri od?
3600
D2 F or the fi ve hi ghest compensated posi ti ons i ndi cate the number of posi ti ons i n each of the fol l owi ng annual compensati on categori es. Incl ude onl y those posi ti ons that are permanent, ful l -ti me posi ti ons.
$1-$39,999 3700
$40,000-$79,999 3710
$80,000-$119,999 3720
$119,999 and over 3730
Sec tion E. Financ ial Information
fi scal peri od?D5 Di d the chari ty compensate any of i ts di rectors/trustees or l i ke offi ci al s, duri ng the fi scal peri od?
3900 No
D6 Except for compensati on, di d the chari ty, di rectl y or i ndi rectl y, transfer any part of i ts i ncome or assets to i ndivi dual s or organi zati ons not at arm's l ength to the chari ty?
3950 No
E1 Was the fi nancial i nformati on reported bel ow prepared on an accrual or cash basi s? 4020 CASH
E2 F i gures are shown to the nearest dol l ar. Assets
Cash, bank accounts, and short-term i nvestments 4100 $ 1,832 Amounts recei vable from non-arm's l ength parti es 4110
Amounts recei vable from al l others. 4120
Investments in non-arm's l ength parti es 4130
Long-term i nvestments 4140
Inventori es 4150
Capi tal assets (at cost or fai r market val ue) 4160
Other assets 4170
Total assets (add l i nes 4100 to 4170) 4200 $ 1,832 Liab ilities
Accounts payabl e and accrued l i abi l i ti es. 4300
Deferred revenue 4310
Amounts owi ng to non-arm's l ength parti es 4320
Other l i abi l i ti es 4330
Total liab ilities 4350
Amount i ncl uded i n l i nes 4150, 4160, and 4170 not used i n chari tabl e programs 4250 E3 F i gures are shown to the nearest dol l ar.
Rev enue
Total el i gi bl e amount of tax-recei pted gi fts 4500
Total amount recei ved from other regi stered chari ti es 4510
Total speci fi ed gifts i ncl uded i n l i ne 4510 4520
Total enduri ng property i ncl uded i n l i ne 4510 4525
Total other gi fts 4530
Revenue from federal government 4540
Revenue from provinci al /terri tori al governments 4550
Revenue from muni ci pal /regi onal governments 4560
Total revenue from government 4570
Sec tion F. Other Required Information
· net 4600
Rental i ncome (l and and buil di ngs) 4610
Membershi ps, dues, and associ ati on fees (non tax-recei pted) 4620
Total revenue from fundrai si ng 4630 $ 1,832
Total revenue from sal e of goods and servi ces (except to government) 4640
Other revenue 4650
Total rev enue 4700 $ 1,832
Exp end itures (Enter al l expendi tures, whether or not on chari tabl e programs)
Adverti si ng and promoti on 4800
Travel and vehi cl e 4810
Interest and bank charges 4820
Li cences, membershi ps, and dues 4830
Offi ce suppl i es and expenses 4840
Occupancy costs 4850
Professi onal and consul ti ng fees 4860
Educati on and trai ni ng for staff and vol unteers 4870
Sal ari es, wages, benefi ts, and honorari a 4880
Donated and purchased suppl i es and assets expensed for the fi scal peri od 4890
Amorti zati on of capital i zed assets 4900
Research grants and schol arshi ps as part of chari tabl e programs 4910
Other expendi tures 4920
Total exp end itures b efore g ifts to q ualified d onees 4950
Total chari tabl e programs expendi tures i ncl uded i n l i ne 4950 5000
Total management and admi ni strati on expendi tures i ncl uded i n l i ne 4950 5010
Total fundrai si ng expendi tures i ncl uded i n l i ne 4950 5020
Total pol i ti cal acti vi ty expendi tures i ncl uded i n l ine 4950 5030
Total other expendi tures i ncl uded i n l i ne 4950 5040
Total gi fts to qual i fi ed donees, excl udi ng enduri ng property 5050
Total enduri ng property transferred to qual i fi ed donees 5060
Total speci fi ed gifts to qual ifi ed donees 5070 Total exp end itures (ad d lines 4950, 5050, 5060 and 5070) 5100
F1 What were the total expendi tures on programs outsi de Canada duri ng the fi scal peri od, excl udi ng gi fts to qual i fi ed donees?
5400
F2 If the chari ty retai ned contracted fundrai ser(s), enter:
a) the gross revenues col l ected by the fundrai ser(s) on behal f of the chari ty 5450
Sec tion G. For Foundations Only
New search
F3 If the chari ty has wri tten permi ssi on to accumul ate property, enter:
· the amount accumul ated for the fi scal peri od, i ncl udi ng i ncome earned for the fi scal peri od on previ ousl y accumul ated funds
5500
· the amount di sbursed for the fi scal peri od for the speci fi ed purpose we have granted permi ssi on for
5510
· the amount deemed to be a tax-recei pted gi ft for the fi scal peri od. 5520 F4 Of the tax-recei pted gi fts recei ved by the chari ty for the fi scal peri od, enter:
· the total el i gi bl e amount of tax-recei pted non-cash gi fts (gi fts i n ki nd) 5600 $ 752 · the total el i gi bl e amount of tax-recei pted tui ti on fees 5610
· the total el i gi bl e amount of tax-recei pted enduri ng property 5640 F5 Enter the amount, i f any, of enduri ng property spent i n the fi scal peri od. (See the g uid e.) 5710 F6 Enter the capi tal gai ns from the di sposi ti on of enduri ng property i n the fi scal peri od. (See
the guid e.)
5720
F7 Is the chari ty cl ai mi ng an amount that i s l ess than the maxi mum capi tal gai ns reducti on? (See the g uid e.)
5730 No
If yes, enter the amount from l i ne 11 of from T1259. 5740 F8 If the chari ty i s taking a speci al reducti on, whi ch we have approved, to i ts di sbursement
quota, enter the speci al reducti on amount for the fi scal peri od.
5750
F9 Di d the chari ty acqui re a non-qual i fyi ng securi ty or al l ow a donor to use any of the chari ty's property under the ci rcumstances descri bed i n the gui de duri ng the fi scal peri od?
5800 No
F10 Indi cate the average val ue of property not used for chari tabl e acti vi ti es or admi ni strati on duri ng:
· the 24 months before the beg inning of the fi scal peri od 5900
· the 24 months before the end of the fi scal peri od 5910
Note: See the gui de for an expl anati on of the terms and requi rements of thi s secti on.
G1 In the fi scal peri od, di d the foundati on acqui re control of a share-capi tal or for-profi t corporati on?
6000 No
G2 Di d the foundati on i ncur debts at any ti me duri ng the fi scal peri od other than for current operati ng expenses, i n purchasi ng or sel l i ng investments, or in admi ni steri ng chari tabl e programs?
6100 No
G3 For p riv ate found ations only: At any ti me duri ng the fiscal peri od, di d the foundati on hol d any shares, ri ghts to acqui re such shares, or debts owi ng to i t that meet the defi ni ti on of a non-qual i fi ed i nvestment.
6150
G4 Excess Corp orate Hold ing s For Private Found ations: Di d the foundati on own more than 2% of any cl ass of shares of a corporati on at any time duri ng thi s fi scal peri od?
6155
If at any ti me duri ng its fi scal peri od the foundati on's corporate hol di ngs percentage of one or more cl asses of shares of a corporati on exceeded 2% of the i ssued and outstandi ng shares you can cl i ck on Excess Corporate Hol di ngs to open a new wi ndow that wi l l di spl ay the name of each corporati on and the corporate hol di ngs percentage.
