ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION (EIN 77-0539435)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-27
- IRS object ID
- 202641179349201369
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T17:37:53-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770539435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8057102252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1835 | AddressLine1Txt |
| City | PISMO BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lee Ann Liscombe | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8057102252 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $85,412 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $70,709 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $14,703 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $85,412 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $55,517 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $0 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $0 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $232 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $458 | OtherExpensesTotalAmt |
| Total Expenses | $56,207 | TotalExpensesAmt |
| Excess Or Deficit For Year | $29,205 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $284,363 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $23,369 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $336,937 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,575 | BOYAmt |
| EOY | $14,233 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,788 | BOYAmt |
| EOY | $322,704 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,363 | BOYAmt |
| EOY | $336,937 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,363 | BOYAmt |
| EOY | $336,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | LITERACY, EDUCATION AND COMMUNITY SUPPORT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt | Foreign GrantsForeignGrantsInd |
|---|---|---|---|
| COLLEGE SCHOLARSHIP AND TRADE SCHOOL SCHOLARSHIP | $6,100 | $0 | |
| CONTRIBUTION TO UKRAINE ROTARY FOUNDATION FOR PET SHELTERS | $3,067 | $0 | Yes (X) |
| CONTRIBUTIONS TO UGANDA HOPELAND SCHOOL SCHOLARSHIP PROGRAM FOR DISADVANTAGED YOUTH. | $46,350 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JOEL CONN | ||||
| PRESIDENT | 2 | $0 | $0 | $0 |
| SHARON ELLIS | ||||
| SECRETARY | 2 | $0 | $0 | $0 |
| LEE ANN LISCOMBE | ||||
| TREASURER | 2 | $0 | $0 | $0 |
| MICHAEL BOYER | ||||
| DIRECTOR | 1 | $0 | $0 | $0 |
| STEVE CURRY | ||||
| DIRECTOR | 2 | $0 | $0 | $0 |
| GREG BAKER | ||||
| DIRECTOR | 2 | $0 | $0 | $0 |
| CLIFF NAGLER | ||||
| DIRECTOR | 2 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lee Ann Liscombe | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 May Street | AddressLine1Txt |
| City | Arroyo Grande | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057102252 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,709 | CurrentTaxYearAmt |
| Total | $79,949 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $41,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,788 | CurrentTaxYearMinus1YearAmt |
| Total | $119,614 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,709 | CurrentTaxYearAmt |
| Total | $199,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $199,563 | PublicSupportTotal509Amt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,703 | CurrentTaxYearAmt |
| Total | $49,163 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,703 | CurrentTaxYearAmt |
| Total | $49,163 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,412 | CurrentTaxYearAmt |
| Total | $248,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80234 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75 | PublicSupportPY509Pct |
| Investment Income CY | 0.19766 | InvestmentIncomeCYPct |
| Investment Income PY | 0.24 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16 | Description;Amount^BANK SERVICE CHARGES;433|STATE FILING FEE;25^Total;458^ |
| Form 990-EZ, Part I, Line 20 | CHANGE IN FAIR MARKET VALUE OF SECURITIES |
| Form 990-EZ, Part II, Line 24 | Description;EOY Amount^AMERIPRISE BROKERAGE ACCOUNT;322704^Total;322704^ |