GOLETA NOONTIME ROTARY CLUB CHARITABLE FUND: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOLETA NOONTIME ROTARY CLUB CHARITABLE FUND (EIN 77-0247643)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-08-22
- IRS object ID
- 202422359349200747
- Schema version
- 2023v5.1
- 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 | 2024-08-22T16:10:46-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770247643 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLETA NOONTIME ROTARY CLUB CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLE | BusinessNameControlTxt |
| Phone | 8059647806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 164 | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931160164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael J Gartzke | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8059647806 | PhoneNum |
| Signature | 2024-08-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.goletanoontimerotary.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $26,542 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $23,459 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,083 | InvestmentIncomeAmt |
| Total Revenue | $26,542 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $33,668 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $77 | OtherExpensesTotalAmt |
| Total Expenses | $33,745 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$7,203 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $79,421 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $72,218 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,133 | BOYAmt |
| EOY | $13,749 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,288 | BOYAmt |
| EOY | $58,469 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,421 | BOYAmt |
| EOY | $72,218 | 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 | $79,421 | BOYAmt |
| EOY | $72,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | To support community nonprofit activities, Rotary International Foundation scholarships and programs and local Rotary programs through net donations. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Donations to community nonprofit and civic organizations with an emphasis in serving local youth | $22,338 | $0 |
| Donation to Rotary International Foundation Evanston, IL to further affiliated programs with worldwide Rotary clubs | $11,330 | $0 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Michael J Gartzke | ||||
| Treasurer | 2.00 | $0 | $0 | $0 |
| David Gore | ||||
| Secretary | 1.00 | $0 | $0 | $0 |
| Sally Reagan | ||||
| Past-President | 1.00 | $0 | $0 | $0 |
| Walt Stephens | ||||
| President | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| 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 |
| 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 | Michael J Gartzke CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5669 Calle Real A | AddressLine1Txt |
| City | Goleta | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059647806 | 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 |
| 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 | $45,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,459 | CurrentTaxYearAmt |
| Total | $134,950 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,780 | CurrentTaxYearMinus4YearsAmt |
| Total | $58,780 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,459 | CurrentTaxYearAmt |
| Total | $193,730 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $193,730 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,160 | CurrentTaxYearAmt |
| Total | $4,178 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,160 | CurrentTaxYearAmt |
| Total | $4,178 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,619 | CurrentTaxYearAmt |
| Total | $197,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99610 | PublicSupportPY509Pct |
| Investment Income CY | 0.02110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00390 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Interest Income. Amount: 3,083. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: International. Grantee Name: Rotary Foundation. Grantee Address: One Rotary Center Evanston, IL 60201. Property Description: Cash. Date of Gift: 05/28/24. Amount Given: 9,850. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Youth. Grantee Name: Innovate DP - Dos Pueblos HS. Grantee Address: 7266 Alameda Goleta, CA 93117. Property Description: Cash. Date of Gift: 01/16/24. Amount Given: 1,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Youth. Grantee Name: Isla Vista School PTA. Grantee Address: 6835 El Colegio Rd Goleta, CA 93117. Property Description: Cash. Date of Gift: 01/16/24. Amount Given: 500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: Food from the Heart. Grantee Address: P. O. Box 3908 Santa Barbara, CA 93130. Property Description: Cash. Date of Gift: 01/16/24. Amount Given: 1,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: Easy Lift Santa Barbara. Grantee Address: 53 Cass Place Goleta, CA 93117. Property Description: Cash. Date of Gift: 01/16/24. Amount Given: 1,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Youth. Grantee Name: Goleta Union School District. Grantee Address: 401 N. Fairview Goleta, CA 93117. Property Description: Books/Backpacks. Date of Gift: 08/15/23. Amount Given: 6,179. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: South Coast Railroad Museum. Grantee Address: 300 N. Los Carneros Rd Goleta, CA 93117. Property Description: Cash. Date of Gift: 01/16/24. Amount Given: 2,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: International. Grantee Name: Rotary Rose Parade Float Comm. Grantee Address: P. O. Box 92502 Pasadena, CA 91109. Property Description: Cash. Date of Gift: 06/22/24. Amount Given: 600. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: Friendship Manor. Grantee Address: 6547 El Colegio Road Goleta, CA 93117. Property Description: Cash. Date of Gift: 06/19/24. Amount Given: 7,659. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: Main-Begg Farmhouse. Grantee Address: 5001 Hollister Avenue Santa Barbara, CA 93111. Property Description: Cash. Date of Gift: 08/15/23. Amount Given: 1,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: Friends of the Goleta Library. Grantee Address: P. O. Box 635 Goleta, CA 93116. Property Description: Cash. Date of Gift: 01/16/24. Amount Given: 500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: Girsh Park Foundation. Grantee Address: 7050 Phelps Goleta, CA 93117. Property Description: Cash. Date of Gift: 01/16/24. Amount Given: 1,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Community. Grantee Name: Mental Wellness Center. Grantee Address: 617 Garden Street Santa Barbara, CA 93101. Property Description: Cash. Date of Gift: 05/15/24. Amount Given: 500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Youth. Grantee Name: RYLA Rotary District 5240. Grantee Address: 3625 Thousand Oaks Blvd, Suite 288 Thousand Oaks, CA 91362. Property Description: Cash. Date of Gift: 10/23/23. Amount Given: 880. Total included on Form 990-EZ, line 10: 33,668. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Filing Fees - SOS/Charitable Trust Registry. Amount: 45. Description: DMV - Cub Scout Trailer. Amount: 32. Total to Form 990-EZ, line 16: 77. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Treasury Bills. Beg. of Year Amount: 58,288. End of Year Amount: 58,469. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |