ROTARY CLUB OF SANTA FE FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF SANTA FE FOUNDATION INC (EIN 65-1252553)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201901349349308475
- Schema version
- 2017v2.3
- 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 | 2019-05-14T15:58:00-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465452254 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENNAN TAX & ADVISORY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5466 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651252553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF SANTA FE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN R ADAMS | InCareOfNm |
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 5059953134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2465 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875042465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R ADAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5059833387 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN BRENNAN CPA | PreparerPersonNm |
| PTIN | P01769925 | PTIN |
| Phone | 5055017506 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.131.74.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 85319220191341087143 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0CD3648F5FBA8DC27D57FF003215CAF6B26DFBA4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0CD3648F5FBA8DC27D57FF003215CAF6B26DFBA4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM SIMON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2465 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875042465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $185,269 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.portal.clubrunner.ca/9198 | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE ADMINISTER AND DISBURSE FUNDS FOR HUMANITARIAN PURPOSES IN SANTA FE AND NORTHERN NEW MEXICO | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $308,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $86,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $71,083 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,231 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,115 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,400 | PYOtherRevenueAmt |
| CY Other Revenue | $370 | CYOtherRevenueAmt |
| PY Total Revenue | $393,741 | PYTotalRevenueAmt |
| CY Total Revenue | $172,784 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $106,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $167,600 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $102,360 | PYOtherExpensesAmt |
| CY Other Expenses | $15,411 | CYOtherExpensesAmt |
| PY Total Expenses | $209,060 | PYTotalExpensesAmt |
| CY Total Expenses | $183,011 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $184,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $572,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,377 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $572,604 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $562,377 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RECEIVE, ADMINISTER, AND DISBURSE FUNDS FOR HUMANITARIAN PURPOSES IN SANTA FE AND NORTHERN NEW MEXICO | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $185,380 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $189,239 | RevenueAmt |
| Desc | THE ORGANIZATION HOLDS THEIR ANNUAL JULY 4TH COMMUNITY EVENT "PANCAKES ON THE PLAZA" IN DOWNTOWN SANTA FE WITH THE ASSISTANCE OF 500 VOLUNTEERS. APPROXIMATELY 12,000 PEOPLE PARTICIPATED IN THIS ANNUAL EVENT. THE ORGANIZATION AWARDED GRANTS TO XX26 LOCAL CHARITIES THAT WERE CHOSEN VIA A PUBLIC APPLICATION PROCESS. COUNTLESS NEW MEXICANS BENEFITED FROM THESE DONATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $67,600 | ExpenseAmt |
| Grant | $67,600 | GrantAmt |
| Desc | DONATIONS WERE MADE TO VARIOUS LOCAL CHARITIES, FIVE STUDENT SCHOLARS, ONE ROTARY PROJECT, LOCAL DISASTER RELIEF, ONE GUATEMALAN CHARITY, AND TO ROTARY INTERNATIONAL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $252,980 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| 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 | 5059833387 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2465 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875042465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM SIMON | ||||||
| TREASURER | 4 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE SCHMELLING | ||||||
| SECRETARY | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRED SCHOTT | ||||||
| PRESIDENT | 4 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ZELLA COX | ||||||
| DIRECTORPASTPRESIDNT | 2 | Yes (X) | $0 | $0 | $0 | |
| JOHN TRIOLO | ||||||
| DIRECTOR | 2 | Yes (X) | $0 | $0 | $0 | |
| MARGARET MERTZ | ||||||
| DIRECTOR | 2 | Yes (X) | $0 | $0 | $0 | |
| BUDDY ROYBAL | ||||||
| DIRECTOR | 2 | Yes (X) | $0 | $0 | $0 | |
| TIM LANGLEY | ||||||
| DIRECTOR | 2 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN MOORE | ||||||
| DIRECTOR | 2 | Yes (X) | $0 | $0 | $0 | |
| CAROL HETZLER | ||||||
| DIRECTOR | 2 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY THOMPSON | ||||||
| DIRECTOR | 2 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $40,000 | FundraisingAmt |
| All Other Contributions | $46,028 | AllOtherContributionsAmt |
| Total Contributions | $86,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMUNITY BREAKFAST | 624200 | $63,859 | $63,859 |
| OTHER INCOME | 624200 | $10,372 | $10,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,231 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,155 | TotalRevenueColumnAmt |
| Exclusion | $12,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,855 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $12,485 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $370 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,784 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,231 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $12,155 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,600 | TotalAmt |
| Program Services | $167,600 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,783 | TotalAmt |
| Management And General | $5,783 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,435 | TotalAmt |
| Management And General | $5,435 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093 | TotalAmt |
| Program Services | $1,093 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ROTARY YOUTH EXCHANGE | $1,600 | $1,600 |
| EXCHANGE STUDENT EXP | $1,500 | $1,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,011 | TotalAmt |
| Program Services | $171,793 | ProgramServicesAmt |
| Management And General | $11,218 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,522 | BOYAmt |
| EOY | $131,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,751 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,751 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,093 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,139 | BOYAmt |
| EOY | $268,245 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,850 | BOYAmt |
| EOY | $162,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,604 | BOYAmt |
| EOY | $562,377 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,604 | BOYAmt |
| EOY | $562,377 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,604 | BOYAmt |
| EOY | $562,377 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,604 | BOYAmt |
| EOY | $562,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,227 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $308,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,028 | CurrentTaxYearAmt |
| Total | $1,013,206 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,714 | CurrentTaxYearAmt |
| Total | $332,222 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $219,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $405,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $386,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $162,742 | CurrentTaxYearAmt |
| Total | $1,345,428 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,000 | CurrentTaxYearAmt |
| Total | $70,001 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,000 | CurrentTaxYearAmt |
| Total | $70,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,275,427 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,155 | CurrentTaxYearAmt |
| Total | $28,994 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,155 | CurrentTaxYearAmt |
| Total | $28,994 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $223,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $391,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,897 | CurrentTaxYearAmt |
| Total | $1,374,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92797 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94520 | PublicSupportPY509Pct |
| Investment Income CY | 0.02110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01320 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $264,139 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,106 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $268,245 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,941 | BeginningYearBalanceAmt |
| Contributions | $170,214 | ContributionsAmt |
| Investment Earnings Or Losses | $8,984 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $264,139 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,010 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,931 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $84,941 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,610 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,400 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $83,010 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,217 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,393 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $64,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,751 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SISSON PAINTINGS | Desc |
| Book Value | $162,444 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $162,444 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|
| ADAPTIVE SKIING PROGRAM | |||||||
| PO BOX 5676 | SANTA FE | NM | 87502 | 850403958 | 501C3 | $1,000 | $0 |
| CAPITAL HS INTERACT CLUB | |||||||
| 4851 PASEO DEL SOL | SANTA FE | NM | 87507 | 501C3 | $810 | $0 | |
| CASA - FIRST JUDICIAL DIST | |||||||
| 466 W SAN FRANCISCO STREET | SANTA FE | NM | 87501 | 850432642 | 501C3 | $6,225 | $0 |
| CENTRAL NM COMM COLLEGE | |||||||
| 525 BUENA VISTA DRIVE SE | ALBUQUERQUE | NM | 87106 | 850338623 | 501C3 | $2,500 | $0 |
| COMING HOME CONNECTION | |||||||
| 418 CERRILLOS ROAD 27 | SANTA FE | NM | 87501 | 742853467 | 501C3 | $11,400 | $0 |
| EMPTY STOCKING FUND | |||||||
| PO BOX 1827 | SANTA FE | NM | 875041827 | 850303044 | 501C3 | $1,600 | $0 |
| GERARD'S HOUSE | |||||||
| PO BOX 28693 | SANTA FE | NM | 87592 | 742834283 | 501C3 | $14,175 | $0 |
| GIRLS ON THE RUN INC | |||||||
| 1000 CORDOVA PLACE 164 | SANTA FE | NM | 87505 | 460564804 | 501C3 | $1,000 | $0 |
| INTERFAITH SHELTERS | |||||||
| 2801 CERRILLOS ROAD | SANTA FE | NM | 87505 | 270736366 | 501C3 | $1,000 | $0 |
| LA FAMILIA MEDICAL CTR | |||||||
| PO BOX 5395 | SANTA FE | NM | 87502 | 850220875 | 501C3 | $1,000 | $0 |
| NM CENTER FOR THERAPUTIC R | |||||||
| PO BOX 32505 | SANTA FE | NM | 875942505 | 465184226 | 501C3 | $14,250 | $0 |
| NM SUICIDE INTERVENTION PR | |||||||
| PO BOX 6004 | SANTA FE | NM | 87502 | 850427990 | 501C3 | $4,750 | $0 |
| NM WILDLIFE CENTER | |||||||
| 19 WHEAT STREET | ESPANOLA | NM | 87532 | 850346210 | 501C3 | $7,200 | $0 |
| PARTNERS IN EDUCATION | |||||||
| PO BOX 23374 | SANTA FE | NM | 875023374 | 850392417 | 501C3 | $6,000 | $0 |
| SANTA FE COMMUNITY COLLEGE | |||||||
| 6401 RICHARDS AVENUE | SANTA FE | NM | 87508 | 850311615 | 501C3 | $2,500 | $0 |
| SANTA FE INTL FILM FSTIVAL | |||||||
| 418 MONTEZUMA AVE SUITE 22 | SANTA FE | NM | 87501 | 472057366 | 501C3 | $1,000 | $0 |
| SANTA FE WATERSHED ASSOC | |||||||
| 1413 SECOND STREET STE 3 | SANTA FE | NM | 87505 | 860996109 | 501C3 | $1,000 | $0 |
| SANTA FE YOUTH SYMPHONY | |||||||
| 1000 CORDOVA PLACE | SANTA FE | NM | 87505 | 850436819 | 501C3 | $9,000 | $0 |
| SFHS THEATER DEPARTMENT | |||||||
| 2100 YUCCA STREET | SANTA FE | NM | 87505 | 501C3 | $3,000 | $0 | |
| SHELTER BOX - ROTARY INTL | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 361707667 | 501C3 | $1,000 | $0 |
| SKY CENTER NM SUICIDE INTE | |||||||
| PO BOX 6004 | SANTA FE | NM | 87502 | 850427990 | 501C3 | $1,000 | $0 |
| SOLACE CRISIS TREATMENT CE | |||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 87507 | 850242274 | 501C3 | $1,000 | $0 |
| SPANISH COLONIAL ARTS | |||||||
| 750 CAMINO LEJO | SANTA FE | NM | 87505 | 856011544 | 501C3 | $10,000 | $0 |
| ST VINCENT HOSPITAL FOUND | |||||||
| 455 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | 356088862 | 501C3 | $40,000 | $0 |
| THE FOOD DEPOT | |||||||
| 1222 A SILER ROAD | SANTA FE | NM | 87507 | 850416803 | 501C3 | $9,000 | $0 |
| THE MAY CENTER | |||||||
| 2019 GALISTEO STREET | SANTA FE | NM | 87505 | 454500854 | 501C3 | $6,000 | $0 |
| THE ROTARY FOUNDATION | |||||||
| PO BOX 2465 | SANTA FE | NM | 87504 | 363245072 | 501C3 | $6,000 | $0 |
| WISE FOOL NEW MEXICO | |||||||
| 1131 SILER ROAD B | SANTA FE | NM | 87507 | 850473796 | 501C3 | $6,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ERNESTINE SAVAGE SCHOLARSH | 1 | $500 |
| KNOX COLLEGE SCHOLARSHIP | 1 | $1,250 |
| MAX MCGRAEL SCHOLARSHIP | 1 | $500 |
| MAYALYN DURHAM SCHOLARSHIP | 1 | $2,500 |
| STEPHANI PADILLA SCHOLARSH | 1 | $500 |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 2 | THE FOUNDATION HAS A LENGTHY GRANT APPLICATION PROCESS INCLUDING |
| PART I LINE 2 | A DETAILED EXPLANATION OF THE PROJECT WHOM WILL BE HELPED HOW RESULTS |
| PART I LINE 2 | WILL BE MEASURED AND THE PROJECTS BUDGET NOTICE OF THE GRANT PROCESS |
| PART I LINE 2 | IS PLACED IN THE LOCAL NEWSPAPER AS WELL AS THE ROTARY WEBSITE |
| PART I LINE 2 | FOR ONE MONTH PRIOR TO THE APPLICATION DEADLINE APPLICATIONS ARE |
| PART I LINE 2 | REVIEWED AND GRANTS AWARDED BY A COMMITTEE THAT INCLUDES MEMBERS OF ALL |
| PART I LINE 2 | THREE SANTA FE ROTARY CLUBS CRITERIA ARE SEVERAL INCLUDING 1ORGANIZATION |
| PART I LINE 2 | MUST BE A 501C3 ORG OR FISCAL SPONSOR 2 GRANT REQUESTS MUST BE |
| PART I LINE 2 | LOCATED IN THE SANTA FE AREA TOWARD PROJECTS OR PROGRAMS THAT BENEFIT YOUT |
| PART I LINE 2 | IN SANTA FE COUNTY 3 IN GOOD STANDING WITH NM ATTORNEY GENERAL |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI Line 11b | BOARD REVIEW OF THE FORM 990 IS AN ANNUAL PROCESS |
| Part VI Line 18 | THE ABOVE DOCUMENTS ARE PUBLICLY AVAILABLE AT THE WEBSITE OF THE NM |
| Part VI Line 18 | NM CHARITABLE REGISTRAR, AND UPON REQUEST VIA MAIL OR EMAIL. |
| Part VI Line 19 | THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, POLICIES, OR |
| Part VI Line 19 | FINANCIAL STATEMENTS UPON PUBLIC REQUEST VIA MAIL OR EMAIL. |
| PART VI, SEC A, LN 8B | WRITTEN MINUTES ARE NOT RETAINED ON FILE BY FOUNDATION COMMITTEES |
| PART VI, SEC B, LN 11 | THE RETURN IS PREPARED BY AN INDEPENDENT CPA FIRM, WHICH THEN |
| PART VI, SEC B, LN 11 | PROVIDES A COPY TO THE TREASURER FOR DISTRIBUTION TO THE BOARD |
| PART VI, SEC B, LN 11 | FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. |