FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA (EIN 77-0600752)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202303139349203080
- Schema version
- 2022v5.0
- 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 | 2023-11-09T14:04:37-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680424071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASPER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 WILLOW PASS ROAD SUITE 213 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770600752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OF THE ROTARY CLUB OF ALAMO CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 9252745731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 303 | AddressLine1Txt |
| City | ALAMO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK THOMPSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9252745731 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Beri B Smith-Kasper | PreparerPersonNm |
| PTIN | P01388260 | PTIN |
| Phone | 9258251040 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | ALAMOROTARY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $122,212 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $80,100 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $4,457 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $37,655 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $23,812 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $13,843 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $98,400 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $115,087 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $8,805 | OtherExpensesTotalAmt |
| Total Expenses | $123,892 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$25,492 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $339,956 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $314,464 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,128 | BOYAmt |
| EOY | $91,364 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,828 | BOYAmt |
| EOY | $223,100 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,956 | BOYAmt |
| EOY | $314,464 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,956 | BOYAmt |
| EOY | $314,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE FOUNDATION WAS ESTABLISHED TO MANAGE THE ALAMO MUSIC AND WINE FESTIVAL AND ANY OTHER FUNDRAISING EVENTS TO BENEFIT THE LOCAL PULBIC SCHOOLS, ROTACARE HEALTH CLINIC, CIVIC PROJECTS, INCLUDING PUBLIC USE ITEMS SUCH AS BUS BENCHES AND BEAUTIFICATION PROJECTS. THE FOUNDATION ALSO SUPPORTS SELECTED LOCAL ROTARY DISTRICT PROJECTS AND INTERNATIONAL PROJECTS OF ROTARY INTERNATIONAL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| ROTACARE MEDICAL CLINIC SUPPORT. FREE MEDICAL CARE FORLOW INCOME INDIVIDUALS. DIABETES AND HEALTH EDUCATION | $100,473 | $100,473 |
| DONATIONS AND SUPPORT FOR LOCAL YOUTH PROGRAMS INCLUDING THE DICTIONARY PROJECT, YOUTH LEADERSHIP CAMP SPONSORSHIP,STUDENT TEACHER RECOGNITIONS, SCHOOL LIBRARY DONATIONS | $7,665 | $7,665 |
| INTERNATIONAL PROJECTS SUPPORTING ROTARY INTERNATIONALGUATEMALA FLOOR AND STOVE PROJECTS THROUGH COOPERATIONWITH A NUMBER OF LOCAL CLUBS | $1,500 | $1,500 |
| OTHER GRANTS TO LOCAL FOOD PROGRAMS | $5,449 | $5,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $115,087 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| PETER WALDRON | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN MCPHERSON | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| JACK THOMPSON | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK THOMPSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 303 | AddressLine1Txt |
| City | ALAMO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252745731 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $163,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,000 | CurrentTaxYearAmt |
| Total | $514,239 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $163,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,000 | CurrentTaxYearAmt |
| Total | $514,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $514,239 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,457 | CurrentTaxYearAmt |
| Total | $13,482 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$1,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$14,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,943 | CurrentTaxYearAmt |
| Total | $21,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $549,034 | TotalSupportAmt |
| Public Support CY170 | 0.93660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: FAMILY DAY EGG HUNT 2018: 3993. 2019: 8752. 2020: -1011. 2021: -2248. 2022: 21816. Description: HOLIDAY TREE LIGHTING 2018: 0. 2019: 0. 2020: -239. 2021: -11877. 2022: -1535. Description: WINE TASTING EVENT 2022: 3662. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EGG HUNT | Event1Nm |
| Gross Receipts Event1 | $31,478 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,378 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,662 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY TREE LIGHTING | Event2Nm |
| Gross Receipts Event2 | $11,115 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,115 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $12,650 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,162 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,162 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,500 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $47,755 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,100 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,655 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,812 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,812 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,843 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 31 | OTHER GRANTS TO LOCAL FOOD PROGRAMS |
| Form 990EZ, Part I, Line 10 | COMMUNITY SERVICE MEALS ON WHEELS; FOOD FOR SENIORS; MEALS ON WHEELS: 1300 CIVIC DRIVE, WALNUT CREEK, CA, 94596; NONE, 1000. |
| Form 990EZ, Part I, Line 10 | FOOD BANK ; FOOD BANK; CONTRA COSTA SOLANO COUNTY FOOD BANK: 4010 NELSON AVE, CONCORD, CA, 94520; NONE, 2000. |
| Form 990EZ, Part I, Line 10 | TRINITY PROJECT GRANT; HOMELESS ASSISTANCE; TRINITY CENTER: 1888 TRINITY AVE, WALNUT CREEK, CA, 94596; NONE, 1000. |
| Form 990EZ, Part I, Line 10 | OTHER COMMUNITY SERVICE PROJECTS; COMMUNITY WELFARE; : , , , ; , 1053. |
| Form 990EZ, Part I, Line 10 | SCHOOL LIBRARY DONATIONS; EDUCATION; VARIOUS LOCAL ELEMENTARY SCHOOLS: VARIOUS LOCATIONS, ALAMO, CA, 94507; NONE, 3000. |
| Form 990EZ, Part I, Line 10 | STOVE AND CONCRETE FLOOR HEALTH FOR INTERNATIONAL; HEALTH AND WELFARE; LAMORINDA SUNRISE ROTARY: LAFAYETTE, LAFAYETTE, CA, ; NONE, 1500. |
| Form 990EZ, Part I, Line 10 | ENVIRONMENTAL CLEAN UP; ENVIRONMENT; : , , , ; , 396. |
| Form 990EZ, Part I, Line 10 | VARIOUS YOUTH SUPPORT SERVICES; EDUCATION; VARIOUS YOUTH ORGANIZATIONS: LOCAL SCHOOLS INFO AVAILABLE, ALAMO, , ; NONE, 4665. |
| Form 990EZ, Part I, Line 10 | ROTACARE CLINIC SUPPORT HEALTH SERVICES FOR AT RISK FAMILIES; HEALTH AND WELLNESS; ROTACARE CLINIC : RICHMOND, PITTSBURG, WALNUT CREEK, CA, ; NONE, 100473. |
| Form 990EZ, Part I, Line 16 | FILING FEES 150. |
| Form 990EZ, Part I, Line 16 | TAX PREPARATION 75. |
| Form 990EZ, Part I, Line 16 | POSTAGE AND OTHER ADMIN 412. |
| Form 990EZ, Part I, Line 16 | MARKETING AND ADVERTISING 5452. |
| Form 990EZ, Part I, Line 16 | INVESTMENT FEES 2185. |
| Form 990EZ, Part I, Line 16 | OTHER EXPENSE 531. |
| Form 990EZ, Part II, Line 24 | INVESTMENT FUND - UNRESTRICTED 220828. 223100. |