ART PRATT FOUNDATION OF OLD MISSION ROTARY CLUB: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ART PRATT FOUNDATION OF OLD MISSION ROTARY CLUB (EIN 33-0526670)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-05
- IRS object ID
- 201820649349300507
- Schema version
- 2016v3.0
- 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 | 2018-03-05T08:01:36-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELINE M CARPENTER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7676 HAZARD CENTER DR STE 1150 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330526670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ART PRATT FOUNDATION OF OLD MISSION RC | BusinessNameLine1Txt |
| Business Name Line2 | CO JACQUELINE CARPENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTP | BusinessNameControlTxt |
| Phone | 6192767805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4983 SOMAM AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE CARPENTER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacqueline M Carpenter | PreparerPersonNm |
| PTIN | P00285824 | PTIN |
| Phone | 6198237805 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $973,387 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MAKE GRANTS TO RECOGNIZED CHARITABLE ORGANIZATIONS IN SUPPORT OF THE COMMUNITY ACTIVITY OF OLD MISSION ROTARY CLUB | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $265,131 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $111,671 | PYTotalRevenueAmt |
| CY Total Revenue | $265,131 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $143,450 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $264,000 | 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 | $20,412 | PYOtherExpensesAmt |
| CY Other Expenses | $10,675 | CYOtherExpensesAmt |
| PY Total Expenses | $163,862 | PYTotalExpensesAmt |
| CY Total Expenses | $274,675 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$52,191 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,544 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,147,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,137,837 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,147,381 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,137,837 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MAKE GRANTS TO RECOGNIZED CHARITABLE ORGANIZATIONS IN SUPPORT OF THE COMMUNITY ACTIVITY OF OLD MISSION ROTARY CLUB | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $100,000 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | GRANT TO YMCA OF SAN DIEGO COUNTYFINAL PAYMENT ON COPLEY FAMILY YMCA CAPITAL CAMPAIGN PLEDGE (6 YEARS AT $50,000; $300,000 TOTAL PLEDGE)- $100,000 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,100 | ExpenseAmt |
| Grant | $27,100 | GrantAmt |
| Desc | GRANT TO THOUSAND SMILES FOUNDATION TO ASSIST IN PURCHASE OF MEDICAL AND DENTAL EQUIPMENT FOR USE IN THEIR CLINIC - $27,000 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,400 | ExpenseAmt |
| Grant | $25,400 | GrantAmt |
| Desc | OLD MISSION ROTARY CLUB FOUNDATION - GRANT IN SUPPORT OF VARIOUS CLUB PROJECTS: $25,400 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $111,500 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $111,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $264,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| 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 | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE CARPENTER | PersonNm |
| Phone | 6192767805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4983 SOMAM AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921101203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| STANLEY VOGELSANG | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDY COPELAND | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY HOSENKAMP | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY EDWARDS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL LEWIS | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB CHALFA | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB SELF | |||||||
| DIRECTOR/SEC | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACQUELINE CARPENTER | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,975 | TotalRevenueColumnAmt |
| Exclusion | $104,975 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $868,412 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $708,256 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,156 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,156 | TotalRevenueColumnAmt |
| Exclusion | $160,156 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265,131 | TotalRevenueColumnAmt |
| Exclusion | $265,131 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,000 | TotalAmt |
| Program Services | $264,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,774 | TotalAmt |
| Management And General | $9,774 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $801 | $801 |
| FILING FEES | $60 | $60 |
| BANK WIRE FEE | $40 | $40 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,675 | TotalAmt |
| Program Services | $264,000 | ProgramServicesAmt |
| Management And General | $10,675 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,887 | BOYAmt |
| EOY | $131,913 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,073,243 | BOYAmt |
| EOY | $2,004,811 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251 | BOYAmt |
| EOY | $1,113 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,381 | BOYAmt |
| EOY | $2,137,837 | 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 | $2,147,381 | BOYAmt |
| EOY | $2,137,837 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,381 | BOYAmt |
| EOY | $2,137,837 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,381 | BOYAmt |
| EOY | $2,137,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,544 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD MISSION ROTARY CLUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956093572 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $264,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $264,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (true) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (true) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (true) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $105,763 | PriorYearAmt |
| Current Year | $104,972 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $105,763 | PriorYearAmt |
| Current Year | $104,972 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $105,763 | PriorYearAmt |
| Current Year | $104,972 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,047,506 | PriorYearAmt |
| Current Year | $3,030,229 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $71,866 | PriorYearAmt |
| Current Year | $107,417 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,119,372 | PriorYearAmt |
| Current Year | $3,137,646 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,119,372 | PriorYearAmt |
| Current Year | $3,137,646 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,119,372 | PriorYearAmt |
| Current Year | $3,137,646 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $109,178 | PriorYearAmt |
| Current Year | $109,818 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $109,178 | PriorYearAmt |
| Current Year | $109,818 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $105,763 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $89,899 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $109,178 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $109,178 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $109,178 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $264,000 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $264,000 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $109,178 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0.00000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $109,178 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,829 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $150,279 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $109,178 | CyovAppliedUnderdistrCPYAmt |
| Excess Distribution Cyov | $41,101 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $264,000 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $264,000 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $305,101 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $41,101 | ExcessFromYear2Amt |
| Excess From Year1 | $264,000 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination | SUPPORTED ORGANIZATION, OLD MISSION ROTARY CLUB, IS A 501(C)(4) ORGANIZATION AFFILIATED WITH ROTARY INTERNATIONAL. AS SUCH IT HAS ALWAYS CONFORMED TO REQUIRED POLICIES AND BYLAWS. |
| Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place | MEMBERS OF ART PRATT FOUNDATION BOARD ARE ALSO MEMBERS OF OLD MISSION ROTARY CLUB. COMMON MEMBERSHIP ENSURES FUNDS ARE USED IN COMPLANCE WITH REGULATIONS. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,147,381 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $265,131 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $264,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,675 | AdministrativeExpensesAmt |
| End Year Balance | $2,137,837 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,199,572 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $111,671 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $143,450 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,412 | AdministrativeExpensesAmt |
| End Year Balance | $2,147,381 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,217,726 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $148,428 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $146,109 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,473 | AdministrativeExpensesAmt |
| End Year Balance | $2,199,572 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,997,234 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $434,519 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $197,026 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,001 | AdministrativeExpensesAmt |
| End Year Balance | $2,217,726 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,078,494 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $100,712 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $174,450 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,522 | AdministrativeExpensesAmt |
| End Year Balance | $1,997,234 | 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 |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | PROVIDE FUNDS FOR ANNUAL GRANTMAKING TO COMMUNITY CHARITABLE ORGANIZATIONS, CARRYING OUT ROTARY MOTTO OF "SERVICE ABOVE SELF" | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ARC OF SAN DIEGO | |||||||
| 3030 MARKET ST | SAN DIEGO | CA | 92102 | 951863913 | $7,000 | $0 | FURNITURES |
| BAYFIELD FOUNDATION | |||||||
| 8085 CAMINITO DE PIZZA | SAN DIEGO | CA | 92108 | 330864489 | $5,375 | $0 | PROVIDE RESOURCES FOR MUSIC PROGRAM |
| BOYS AND GIRLS CLUB | |||||||
| 4635 CLAIRMONT MESA BLVD | SAN DIEGO | CA | 92117 | 951865988 | $8,000 | $0 | PURCHASE OF VAN |
| CANINE COMPANIONS FOR INDEP | |||||||
| 124 RANCHO DEL ORO DRIVE | OCEANSIDE | CA | 92057 | 942494324 | $6,169 | $0 | AC UNIT |
| EMILIO NARES FOUNDATION | |||||||
| 11230 SORRENTO VALLEY RD 100 | SAN DIEGO | CA | 92121 | 134229276 | $8,000 | $0 | PURCHASE VAN |
| OLD MISSION ROTARY CLB FND | |||||||
| 1334 HARDIN | SAN DIEGO | CA | 92120 | 330589382 | $10,000 | $0 | THOUSAND SMILES EQUIP PURCH |
| OLD MISSION ROTARY CLUB FND | |||||||
| 1334 HARDIN DRIVE | EL CAJON | CA | 92020 | 330589382 | $15,400 | $0 | SUPPORT OF CLUB PROJECTS |
| ROTARY FOUND GLOBAL GRANT | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | 361707667 | $10,000 | $0 | SUPPORT OF PROGRAMS |
| SD MILITARY OUTREACH MINISTR | |||||||
| PO BOX 3030 | LA MESA | CA | 91944 | 760817487 | $8,000 | $0 | PURCHASE VAN |
| THOUSAND SMILES FOUNDATION | |||||||
| 5261 CENTRAL AVENUE | BONITA | CA | 91902 | 330169980 | $27,100 | $0 | SURGERY EQUIPMENT |
| VISTA HILL STEIN ED CTR | |||||||
| 8910 CLAIRMONT MESA BLVD | SAN DIEGO | CA | 92123 | 951944230 | $7,830 | $0 | PURCHASE TREADMILL & COMPUTER |
| YMCA OF SAN DIEGO | |||||||
| 3708 RUFFIN ROAD | SAN DIEGO | CA | 92123 | 952039198 | $100,000 | $0 | COPLEY-PRICE YMCA BUILDING CAMPAIGN |
| YMCA-MISSION VALLEY | |||||||
| 5505 FRIARS RD | SAN DIEGO | CA | 92110 | 952039198 | $8,000 | $0 | PURCHASE OF TRUCK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2:GRANTS ARE TYPICALLY "BRICK AND MORTER" GRANTS, FOR PURCHASE OF EQUIPMENT, FACILITY EXPANSION AND IMPROVEMENTS,ETC. RECIPIENT ORGANIZATION INVITES REPRESENTATIVE OF FOUNDATION TO SEE COMPLETED PROJECT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: GRANT TO BOYS AND GIRLS CLUB OF SAN DIEGO TO ASSIST IN PURCHASE OF A VAN $8,000 OTHER PROGRAM SERVICES 5: GRANT TO BAYFIELD FOUNDATION FOR PURCHASE OF COMPUTER EQUIPMENT FOR USE IN THE MUSICAL PROGRAM $5375 OTHER PROGRAM SERVICES 6: GRANT TO VISTA HILL/STEIN ED CTR FOR PURCHASE OF EXCERCISE AND COMPUTER EQUIPMENT IN SUPPORT OF THEIR PROGRAM - $7,830 OTHER PROGRAM SERVICES 7: GRANTS TO THE ROTARY FOUNDATION IN SUPPORT OF THEIR PROGRAMS - $12.000 OTHER PROGRAM SERVICES 8: GRANT TO SAN DIEGO MILITARY OUTREACH MINISTRIES TO ASSIST IN PURCHASE OF A VAN - $8,000 OTHER PROGRAM SERVICES 9: GRANT TO ARC OF SAN DIEGO FOR PURCHASE OF FURNITURE IN SUPPORT OF THEIR PROGRAMS - $7,000 OTHER PROGRAM SERVICES 10: GRANT TO THOUSAND SMILES FOUNDATION TO ASSIST IN PURCHASE OF MEDICAL AND DENTAL EQUIPMENT FOR USE IN THEIR CLINIC - $27,000 OTHER PROGRAM SERVICES 11: MATCHING GRANT TO SDSU CAMPANILE FOUNDATION IN SUPPORT OF THEIR PROGRAM. $5,000 OTHER PROGRAM SERVICES 12: GRANT TO EMILIO NARES FOUNDATION TO ASSIST IN PURCHASE OF A VAN TO BE USED IN THEIR PROGRAM.- $8,000 OTHER PROGRAM SERVICES 13: GRANT TO FAMILY HEALTH CTRS FOR PURCHASE OF EQUIPMENT TO BE USED IN THEIR PROGRAM - $5,000 OTHER PROGRAM SERVICES 14: GRANT TO SAN DIEGO CHILDRENS CHOIR IN SUPPORT OF COMPUTERS/MUSICAL INSTRUMENTS. - $4,800 OTHER PROGRAM SERVICES 15: GRANT TO CANINE COMPANIONS FOR INDEPENDENCE TO ASSIST IN PURCHASE OF A/C UNIT. $6,169 OTHER PROGRAM SERVICES 16: GRANT TO JEWISH FAMILY SERVICES OF SAN DIEGO FOR PURCHASE OF COMPUTERS. $2,150 OTHER PROGRAM SERVICES 17: GRANT TO CENTER FOR COMMUNITY SOLUTIONS FOR PURCHASE OF EQUIPMENT- $1,726 OTHER PROGRAM SERVICES 18: GRANT TO ALZHEIMERS SAN DIEGO FOR PURCHASE OF PHONE SYSTEM. $3,700 OTHER PROGRAM SERVICES 19: GRANT TO SAN DIEGO ZOO GLOBAL FOR PURCHASE OF SCIENCE EDUCATION KITS. $4,000 OTHER PROGRAM SERVICES 20: GRANT TO VILLA MUSICA FOR PURCHASE OF IPODS FOR USE IN THEIR PROGRAM. $2,500 OTHER PROGRAM SERVICES 21: GRANT TO BIG ANIMALS FOR LITTLE KIDS FOR PURCHASE OF COSTUMES TO BE USED IN THEIR PROGRAMS. $3,250 OTHER PROGRAM SERVICES 22: GRANT TO CHRISTIAN YOUTH THEATER FOR PURCHASE OF SOUND EQUIPMENT. $5,000 OTHER PROGRAM SERVICES 23: GRANT TO HUMANE SOCIETY TO ASSIST IN PURCHASE OF A VAN TO BE USED IN THEIR PROGRAM. $4,000. OTHER PROGRAM SERVICES 24: Grant to Rotary E-Club San Diego Global - $2,000 to assist in programs to reduce childhood poverty |
| Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address | JACQUELINE CARPENTER - 4983 SOMAM AVE, SAN DIEGO, CA 92110BERNADETTE CASTRO - 4320 COLLING RD EAST, BONITA, CA 91902BOB CHALFA - 5261 CENTRAL AVE, BONITA, CA 91902LARRY EDWARDS - 3386 VILLANOVA AVENUE, SAN DIEGO, CA 92122STANLEY VOGELSANG - 1334 HARDIN DRIVE, EL CAJON, CA 92020ROBERT JAMES - 8635 FLETCHER PKWY #444, LA MESA, CA 91942BOB SELF - 1752 W MONTECITO WAY, SAN DIEGO, CA 92103MATT RISI - 3357 MT CAROL DRIVE, SAN DIEGO, CA 92111JERRY HOSENKAMP - 11023 VIACHA DRIVE, SAN DIEGO, CA 92124 |
| Form 990, Part VI, Line 11b: Form 990 Review Process | COPY OF DRAFT 990 GIVEN TO EACH DIRECTOR. DRAFT IS DISCUSSED AT A REGULAR BOARD MEETING. ANY AGREED UPON CHANGES ARE MADE PRIOR TO FILING. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | INTERNAL DOCUMENTS ARE NOT PUBLISHED OR MADE WIDELY AVAILABLE. NO REQUEST HAS EVER BEEN RECEIVED FOR COPIES OF RECORDS. HOWEVER, NO REASONABLE REQUEST WILL BE REFUSED, IF A WRITTEN REQUEST IS MADE TO THE TREASURER |
| SCH D, PART VII INVESTMENTS- OTHER SECURITIES | 17,800 SHARES COCA COLA STOCK, AT BOOK VALUE/COST $ 1,113 AT MARKET VALUE $ 798,330 (25% OF TOTAL PORTFOLIO MARKET VALUE) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OLD MISSION ROTARY CLUB | ||||||||||
| 1334 HARDIN DRIVE | EL CAJON | CA | 92020 | 956093572 | SUPPORTING SERVICE PROJECTS OF THE CLUB | CA | 501(C)(4) | N/A | false | |
| OLD MISSION ROTARY CLUB FOUNDATION | ||||||||||
| 1334 HARDIN DRIVE | EL CAJON | CA | 92020 | 330589382 | GRANTS TO RECOGNIZED COMMUNITY CHARITIES | CA | 501(C)(3) | N/A | false | LINE 10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD MISSION ROTARY CLUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $25,400 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |