ROTARY CLUB OF PLEASANTON NORTH FOUNDATION: Form 990, tax year 2019
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- Organization
- ROTARY CLUB OF PLEASANTON NORTH FOUNDATION (EIN 03-0374400)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-03
- IRS object ID
- 202130629349300743
- Schema version
- 2019v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-03T17:24:31-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030374400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF PLEASANTON NORTH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 9253998122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1807 SANTA RITA ROAD NO H352 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS HALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9253998122 | PhoneNum |
| Signature | 2021-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS HALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1807 SANTA RITA ROAD NO H352 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $142,181 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SCHOLARSHIP FUNDS TO INDIVIDUALS, LOCAL AND INTERNATIONAL NONPROFIT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,498 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,939 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,267 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,696 | CYInvestmentIncomeAmt |
| PY Other Revenue | $117,164 | PYOtherRevenueAmt |
| CY Other Revenue | $92,639 | CYOtherRevenueAmt |
| PY Total Revenue | $145,929 | PYTotalRevenueAmt |
| CY Total Revenue | $128,274 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,855 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,649 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,764 | PYOtherExpensesAmt |
| CY Other Expenses | $3,923 | CYOtherExpensesAmt |
| PY Total Expenses | $82,619 | PYTotalExpensesAmt |
| CY Total Expenses | $63,572 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $63,310 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $64,702 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $490,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $552,161 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,680 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,100 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $487,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $550,061 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION MISSION IS TO PROVIDES SCHOLARSHIP FUNDS TO INDIVIDUALS IN THE PLEASANTON AREA AND TO LOCAL AND INTERNATIONAL NOT FOR PROFIT ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $59,649 | ExpenseAmt |
| Grant | $59,649 | GrantAmt |
| Desc | PROVIDE FUNDS TO LOCAL AND INTERNATIONAL NOT FOR PROFIT ORGANIZATIONS | Desc |
| Total Program Service Expenses | $59,649 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9253998122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1807 SANTA RITA ROAD NO H352 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DEBRA DOBLE | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOMINIC PIPITONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TAMMY HENNEGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS HALL | ||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PITCHER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CHERMAN | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JACK PARKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $24,939 | AllOtherContributionsAmt |
| Total Contributions | $24,939 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,696 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $106,546 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $13,907 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,639 | TotalRevenueColumnAmt |
| Exclusion | $92,639 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,274 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,696 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,639 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,649 | TotalAmt |
| Program Services | $59,649 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133 | TotalAmt |
| Management And General | $1,133 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,134 | TotalAmt |
| Management And General | $2,134 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385 | TotalAmt |
| Management And General | $385 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BANK FEES | $125 | $125 |
| OTHER EXPENSES | $81 | $81 |
| TAXES AND FEES | $65 | $65 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,572 | TotalAmt |
| Program Services | $59,649 | ProgramServicesAmt |
| Management And General | $3,923 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,124 | BOYAmt |
| EOY | $58,250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,746 | BOYAmt |
| EOY | $493,911 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,870 | BOYAmt |
| EOY | $552,161 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,680 | BOYAmt |
| EOY | $2,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,680 | BOYAmt |
| EOY | $2,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,190 | BOYAmt |
| EOY | $550,061 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,190 | BOYAmt |
| EOY | $550,061 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,870 | BOYAmt |
| EOY | $552,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $64,702 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,831 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $4,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $44,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,939 | CurrentTaxYearAmt |
| Total | $96,259 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,323 | CurrentTaxYearAmt |
| Total | $579,615 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,262 | CurrentTaxYearAmt |
| Total | $675,874 | 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 | $675,874 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,696 | CurrentTaxYearAmt |
| Total | $43,000 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,696 | CurrentTaxYearAmt |
| Total | $43,000 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $187,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,958 | CurrentTaxYearAmt |
| Total | $718,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94020 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94420 | PublicSupportPY509Pct |
| Investment Income CY | 0.05980 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05580 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED GIVING DONATIONS | Desc |
| Amt | $2,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,100 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | A STARRY NIGHT | Event1Nm |
| Gross Receipts Event1 | $76,619 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $76,619 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $7,065 | OtherDirectExpensesEvent1Amt |
| Event2 | TURKEY BURN | Event2Nm |
| Gross Receipts Event2 | $29,927 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $29,927 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,842 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $106,546 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $106,546 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,907 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,907 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $92,639 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ROTARY CLUB OF LIVERMORE | |||||||
| PO BOX 694 | LIVERMORE | CA | 94551 | 946107859 | 501(C)(3) | $5,000 | CHARITABLE GRANT |
| WEST LAS POSITAS | |||||||
| 3000 CAMPUS HILL DRIVE | LIVERMORE | CA | 94551 | 710942040 | 501(C)(3) | $12,500 | CHARITABLE GRANT |
| ASSISTANCE LEAGUE | |||||||
| 3100 WEST BURBANK BLVD SUITE 100 | BURBANK | CA | 91505 | 951945908 | 501(C)(3) | $5,000 | CHARITABLE GRANT |
| HIVELY | |||||||
| 6601 OWENS DRIVE SUITE 100 | PLEASANTON | CA | 94588 | 942379571 | 501(C)(3) | $10,000 | CHARITABLE GRANT |
| ROTARY INTERNATIONAL | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | 361707667 | 501(C)(3) | $6,550 | CHARITABLE GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT RECIPIENT HAS TO SUBMIT AN APPLICATION FOR A GRANT. THE GRANT IS EVALUATED TO ENSURE THAT IT MEETS WITH THE MISSION OF THE FOUNDATION. THE GRANT IS THEN APPROVED BY THE BOARD OR A SPECIAL COMMITTEE OF THE BOARD. THE FOUNDATION MONITORS THE GRANTS THROUGHOUT THE FISCAL YEAR TO ENSURE THAT THE FUNDS ARE USED FOR APPROPRIATE GRANT PURPOSES, THAT THE PROJECT IS PROGRESSING AS PROPOSED IN THE GRANT APPLICATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE FORM 990 FOR APPROVAL PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALY AND ALL MEMBERS ARE REQUESTED TO CONFIRM ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990 LINE PART VI SECTION B LINE 15: THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES AND AS A RESULT IT DOES NOT HAVE A POLICY FOR DETERMINING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICES. |