STRATEGY STUDIO / PUBLIC DATA EXPLORER

FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA (EIN 77-0600752)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202043189349202124
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-11-13T10:37:25-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841980623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RINA ACCOUNTANCY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 NORTH CIVIC DR STE 220AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Phone9252102180PhoneNum

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
Phone9252102180PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRAD GAIPreparerPersonNm
PTINP00031716PTIN
Phone9252102180PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.29.201IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm16:13:18IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id61B70D733242E7BE17F98F7D31456D45BAAC179FAtSubmissionCreationDeviceId
At Submission Filing Device Id8BFC210DA54BF5EC14255712232D2EF602B3DC8AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

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$164,003GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$146,403ContributionsGiftsGrantsEtcAmt
Investment Income$2,046InvestmentIncomeAmt
Fundraising Gross Income$15,554FundraisingGrossIncomeAmt
Special Events Direct Expenses$6,802SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$8,752SpecialEventsNetIncomeLossAmt
Total Revenue$157,201TotalRevenueAmt
Grants And Similar Amounts Paid$9,375GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$118,407OtherExpensesTotalAmt
Total Expenses$127,782TotalExpensesAmt
Excess Or Deficit For Year$29,419ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$289,118NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$318,537NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$219,416BOYAmt
EOY$247,302EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$69,702BOYAmt
EOY$71,235EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$289,118BOYAmt
EOY$318,537EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$289,118BOYAmt
EOY$318,537EOYAmt
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.$3,675$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.$0$7,298
ROTACARE MEDICAL CLINIC SUPPORT. FREE MEDICAL CARE FOR LOW INCOME INDIVIDUALS. DIABETES AND HEALTH EDUCATION. BAY AREA CRISIS NURSERY DISTRICT GRANT. CHOICE IN AGING GRANT.$0$102,845
680 BEAUTIFICATION PROJECT, SCHOOL MUSIC SUPPLIES AND OTHER COMMUNITY PROJECTS. LIBRARY SUPPORT AND CHORAL MUSIC PROGRAM SUPPORT TO LOCAL SCHOOLS.$5,700$260
FieldValueIRS element (for citing)
Total Program Service Expenses$110,403TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 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
JIM SCHUPPERT
TREASURER1.00$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$26,101CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,313CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,216CurrentTaxYearMinus1YearAmt
Current Tax Year$146,403CurrentTaxYearAmt
Total$450,900TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,101CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,313CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,216CurrentTaxYearMinus1YearAmt
Current Tax Year$146,403CurrentTaxYearAmt
Total$450,900TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$450,900PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,338CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,359CurrentTaxYearMinus1YearAmt
Current Tax Year$2,137CurrentTaxYearAmt
Total$13,725TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,698CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,993CurrentTaxYearMinus1YearAmt
Current Tax Year$8,752CurrentTaxYearAmt
Total$50,115TotalAmt
FieldValueIRS element (for citing)
Total Support$514,740TotalSupportAmt
Public Support CY1700.87600PublicSupportCY170Pct
Public Support PY1700.81700PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 2,046.
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: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: BOOKS FOR LIBRARY. GRANTEE NAME: STONE VALLEY MIDDLE SCHOOL. GRANTEE ADDRESS: MIRANDA AVE ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
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: 3,675.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: WREATHS ACROSS AMERICA. GRANTEE NAME: CUB SCOUT PACK 53. GRANTEE ADDRESS: PO BOX 303 ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 100.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MOBILITY FOR DISABLED. GRANTEE NAME: WHEELCHAIR FOUNDATION. GRANTEE ADDRESS: 3820 BLACKHAWK ROAD DANVILLE, CA 94506. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 300.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOOL CARNIVAL EVENT. GRANTEE NAME: ALAMO SCHOOL. GRANTEE ADDRESS: 100 WILSON ROAD ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 300.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: BOOKS FOR LIBRARY. GRANTEE NAME: RANCHO ROMERO SCHOOL. GRANTEE ADDRESS: 180 HEMME AVE. ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: BOOKS FOR LIBRARY. GRANTEE NAME: ALAMO SCHOOL. GRANTEE ADDRESS: 100 WILSON ROAD ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: BOOKS FOR LIBRARY. GRANTEE NAME: RANCHO ROMERO SCHOOL. GRANTEE ADDRESS: 180 HEMME AVE. ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,375.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATIVE FEES AND COSTS. AMOUNT: 852. DESCRIPTION: INTERACT AND YOUTH RECOGNITION. AMOUNT: 7,298. DESCRIPTION: HIGHWAY 680 BEAUTIFICATION PROJECT. AMOUNT: 260. DESCRIPTION: CHRISTMAS TREE LIGHTING COMMUNITY EVENT. AMOUNT: 6,152. DESCRIPTION: WASH JASHIMOTO ENRIQUEZ GRANT AND JOHN MUIR PITT ROTACARE. AMOUNT: 1,000. DESCRIPTION: ROTACARE GLOBAL GRANT. AMOUNT: 51,476. DESCRIPTION: CHOICE IN AGING DISTRICT GRANT. AMOUNT: 23,663. DESCRIPTION: DISTRICT GRANT FOR ROTACARE PPE. AMOUNT: 6,306. DESCRIPTION: ROTACARE JOHN MUIR GRANT EXPENSES. AMOUNT: 21,400. TOTAL TO FORM 990-EZ, LINE 16: 118,407.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: INVESTMENT FUND - READING. BEG. OF YEAR AMOUNT: 29,757. END OF YEAR AMOUNT: 30,102. DESCRIPTION: INVESTMENT FUND - UNRESTRICTED. BEG. OF YEAR AMOUNT: 17,789. END OF YEAR AMOUNT: 18,294. DESCRIPTION: SCHWAB ENDOWMENT FUND- RESTRICTED. BEG. OF YEAR AMOUNT: 22,156. END OF YEAR AMOUNT: 22,839.

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