STRATEGY STUDIO / PUBLIC DATA EXPLORER

FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA (EIN 77-0600752)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-13
IRS object ID
202213179349201956
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-11-13T19:45:13-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571157523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APRIO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 NORTH CIVIC DRIVE SUITE 220AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770600752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION OF THE ROTARY CLUB OF ALAMOBusinessNameLine1Txt
Business Name Line2CALIFORNIABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone9257653749PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 303AddressLine1Txt
CityALAMOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94507ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACK THOMPSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9257653749PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJACKPersonFirstNm
Person LastTHOMPSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRAD GAIPreparerPersonNm
PTINP00031716PTIN
Phone9252102180PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressALAMOROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$167,120GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$164,172ContributionsGiftsGrantsEtcAmt
Investment Income$2,948InvestmentIncomeAmt
Special Events Direct Expenses$14,125SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$14,125SpecialEventsNetIncomeLossAmt
Total Revenue$152,995TotalRevenueAmt
Grants And Similar Amounts Paid$22,551GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$84,373OtherExpensesTotalAmt
Total Expenses$106,924TotalExpensesAmt
Excess Or Deficit For Year$46,071ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$293,885NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$339,956NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$138,429BOYAmt
EOY$119,128EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$155,456BOYAmt
EOY$220,828EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$293,885BOYAmt
EOY$339,956EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$293,885BOYAmt
EOY$339,956EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE FOUNDATION WAS ESTABLISHED TO MANAGE THE ALAMO MUSIC AND WINE FESTIVAL AND ANY OTHER FUNDRAISING EVENTS TO BENEFIT THE LOCAL PUBLIC SHOOLS, 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 AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
DONATIONS TO ROTARY INTERNATIONAL FOR MATCHING GRANTS. ADDITIONAL DONATIONS FOR ROTARY DISTRICT GRANTS.$13,075$0
LEADERSHIP PROGRAM AT CAMP ROYAL, CAMP VENTURE AND INTERACT SUPPORT. LEADERSHIP TRAINING FOR INTERACT STUDENTS. SUPPORT FOR MUSIC PROGRAMS IN THE SCHOOLS, LIBRARY RESOURCES AND BOOKS AT ELEMENTARY AND MIDDLE SCHOOL.$1,500$3,879
ROTACARE MEDICAL CLINIC SUPPORT. FREE MEDICAL CARE FOR LOW INCOME INDIVIDUALS. DIABETES AND HEALTH EDUCATION.$0$62,678
680 BEAUTIFICATION PROJECT, SCHOOL MUSIC SUPPLIES AND OTHER COMMUNITY PROJECTS. LIBRARY SUPPORT AND CHORAL MUSIC PROGRAM SUPPORT TO LOCAL SCHOOLS. LOCAL GRANTS TO ALLEVIATE THE FINANCIAL HARDSHIP OF COVID 19 IN THE COMMUNITY.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$66,557TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOAN GRIMES
PRESIDENT1.00$0$0$0
KAREN MCPHERSON
SECRETARY1.00$0$0$0
JACK THOMPSON
TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJACK THOMPSON TREASURERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 303AddressLine1Txt
CityALAMOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94507ZIPCd
FieldValueIRS element (for citing)
Phone9252745731PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,867CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146,403CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,448CurrentTaxYearMinus1YearAmt
Current Tax Year$163,172CurrentTaxYearAmt
Total$624,106TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,867CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146,403CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,448CurrentTaxYearMinus1YearAmt
Current Tax Year$163,172CurrentTaxYearAmt
Total$624,106TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$624,106PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,152CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,359CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,137CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,551CurrentTaxYearMinus1YearAmt
Current Tax Year$2,948CurrentTaxYearAmt
Total$11,147TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,301CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,993CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,752CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$1,250CurrentTaxYearMinus1YearAmt
Current Tax Year-$14,125CurrentTaxYearAmt
Total$3,671TotalAmt
FieldValueIRS element (for citing)
Total Support$638,924TotalSupportAmt
Public Support CY1700.97680PublicSupportCY170Pct
Public Support PY1700.93020PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationFAMILY DAY EGG HUNT - 2017 AMOUNT: $ 6,301. 2018 AMOUNT: $ 3,993. 2019 AMOUNT: $ 8,752. 2020 AMOUNT: $ -1,011. 2021 AMOUNT: $ -2,248. HOLIDAY TREE LIGHTING - 2020 AMOUNT: $ -239. 2021 AMOUNT: $ -11,877.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FAMILY DAY EGG HUNTEvent1Nm
Gross Receipts Event1$28,492GrossReceiptsEvent1Amt
Charitable Contri Event1$28,492CharitableContriEvent1Amt
Other Direct Expenses Event1$2,248OtherDirectExpensesEvent1Amt
Event2HOLIDAY TREE LIGHTING EVENTEvent2Nm
Gross Receipts Event2$6,440GrossReceiptsEvent2Amt
Charitable Contri Event2$6,440CharitableContriEvent2Amt
Rent Facility Costs Event2$8,395RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$3,482OtherDirectExpensesEvent2Amt
Gross Receipts Total$34,932GrossReceiptsTotalAmt
Charitable Contributions Tot$34,932CharitableContributionsTotAmt
Rent Fclty Costs Total Events$8,395RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$5,730OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,125DirectExpenseSummaryEventsAmt
Net Income Summary-$14,125NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 2,948.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHORAL PROGRAM. GRANTEE NAME: ALAMO SCHOOL. GRANTEE ADDRESS: 100 WILSON ROAD ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVE. EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 13,075.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FOOD BANK. GRANTEE NAME: CONTRA COSTA FOOD BANK. GRANTEE ADDRESS: 4010 NELSON AVE CONCORD, CA 94520. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FOOD SENIORS. GRANTEE NAME: MEALS ON WHEELS. GRANTEE ADDRESS: 1300 CIVIC DRIVE WALNUT CREEK, CA 94596. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COVID RELIEF ASSISTANCE. GRANTEE NAME: ALAMO TODAY. GRANTEE ADDRESS: 3000F DANVILLE BLVD. ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,200.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FIRE RELIEF . GRANTEE NAME: GREENVILLE ROTARY CLUB. GRANTEE ADDRESS: GREENVILLE GREENVILLE, CA 95947. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FIRE RELIEF . GRANTEE NAME: PARADISE ROTARY CLUB. GRANTEE ADDRESS: 6626 SKYWAY PARADISE, CA 95969. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,050.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DIAPER DRIVE. GRANTEE NAME: DOUGHERTY VALLEY ROTARY CLUB. GRANTEE ADDRESS: 12501 ALCOSTA BLVD. SAN RAMON, CA 94583. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 476. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 22,551.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATIVE FEES AND COSTS. AMOUNT: 2,702. DESCRIPTION: FOREIGN TAX. AMOUNT: 55. DESCRIPTION: ADVERTISING. AMOUNT: 1,801. DESCRIPTION: YOUTH PROGRAM SUPPORT. AMOUNT: 3,879. DESCRIPTION: ROTACARE SUPPORT. AMOUNT: 75,936. TOTAL TO FORM 990-EZ, LINE 16: 84,373.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: INVESTMENT FUND - READING. BEG. OF YEAR AMOUNT: 15,515. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENT FUND - UNRESTRICTED. BEG. OF YEAR AMOUNT: 139,941. END OF YEAR AMOUNT: 220,828.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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