2016-11-11T16:01:34-06:00 2015-12-31 943158857 RINA ACCOUNTANCY CORPORATION 201 NORTH CIVIC DR STE 220 WALNUT CREEK CA 94596 990EZ 2015-01-01 770600752 FOUNDATION OF THE ROTARY CLUB OF ALAMO CALIFORNIA FOUN 9252102180 PO BOX 303 ALAMO CA 94507 JIM SCHUPPERT TREASURER 9252102180 2016-11-07 1 BRAD GAI P00031716 9252102180 2015 2017-02-10 21:41:12Z X X ALAMOROTARY.ORG X X 37330 X 26101 1402 9827 5490 4337 5602 -5602 26238 20745 39039 59784 -33546 153313 -11642 108125 X 89891 51182 63422 56943 153313 108125 0 0 153313 108125 X THE FOUNDATION WAS ESTABLISHED TO MANAGE THE ALAMO MUSIC AND WINE FESTIVAL AND ANY OTHER FUNDRAISING EVENT 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. DONATIONS TO ROTARY INTERNATIONAL FOR MATCHING GRANTS. ADDITIONAL DONATIONS FOR ROTARY DISTRICT GRANTS. 6000 X 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. 13071 2914 ROTACARE MEDICAL CLINIC SUPPORT. FREE MEDICAL CARE FOR LOW INCOME INDIVIDUALS. DIABETES AND HEALTH EDUCATION. 0 18060 680 BEAUTIFICATION PROJECT, SCHOOL MUSIC SUPPLIES AND OTHER COMMUNITY PROJECTS 1675 7406 28380 KIM SMITH PRESIDENT 1.00 0 0 0 KAREN MCPHERSON SECRETARY 1.00 0 0 0 JIM SCHUPPERT TREASURER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA JIM SCHUPPERT TREASURER PO BOX 303 ALAMO CA 94507 9258389534 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 90116 59338 53464 67132 26101 296151 90116 59338 53464 67132 26101 296151 296151 602 783 1694 1388 5739 10206 31491 46129 30683 28912 21371 158586 464943 0.63700 0.66460 X X X X X X X FAMILY DAY EGG HUNT 21371 21371 127 1175 4300 21371 21371 127 1175 4300 5602 -5602 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 1,402. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LEADERSHIP. GRANTEE NAME: CAMP ROYAL. GRANTEE ADDRESS: 199 SEAWALL DRIVE BERKELEY, CA 94710. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,420. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: MUSIC PROGRAMS. 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 PAID ACTIVITY CLASSIFICATION: MUSIC PROGRAMS. GRANTEE NAME: LUCILLE MAUZY SCHOOL. GRANTEE ADDRESS: 2964 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 PAID ACTIVITY CLASSIFICATION: EAGLE SCOUT PROJECT. GRANTEE NAME: RYAN WENDLING. GRANTEE ADDRESS: PO BOX 303 ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LEADERSHIP. GRANTEE NAME: CAMP VENTURE. GRANTEE ADDRESS: 199 SEAWALL DRIVE BERKELEY, CA 94710. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 685. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOOL MUSIC PROGRAM. GRANTEE NAME: MONTE VISTA HIGH SCHOOL. GRANTEE ADDRESS: STONE VALLEY 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 PAID ACTIVITY CLASSIFICATION: SCHOOL MUSIC PROGRAM. GRANTEE NAME: SAN RAMON HIGH SCHOOL. GRANTEE ADDRESS: DANVILLE BLVD. DANVILLE, CA 94526. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: MATCHING GRANT OF ROTARY INTERNATIONAL. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVE. EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: BOY SCOUTS UKRAINE. GRANTEE NAME: BOY SCOUTS OF AMERICA. GRANTEE ADDRESS: PO BOX 303 ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DICTIONARIES. GRANTEE NAME: ALAMO SCHOOL. GRANTEE ADDRESS: 100 WILSON ROAD ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,065. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOOL MUSIC PROGRAM. 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 PAID ACTIVITY CLASSIFICATION: SENIOR MEALS. GRANTEE NAME: MEALS ON WHEELS. GRANTEE ADDRESS: CIVIC DRIVE WALNUT CREEK, CA 94596. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL SUPPORT / VOLUNTEERS. GRANTEE NAME: ROTACARE CLINIC. GRANTEE ADDRESS: PO BOX 303 ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 925. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: TRAIL BEAUTIFICATION. GRANTEE NAME: ROTARY DISTRICT. GRANTEE ADDRESS: 199 SEAWALL DRIVE BERKELEY, CA 94710. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PINEWOOD DERBY TRACK. GRANTEE NAME: CUB SCOUT PACK 53. GRANTEE ADDRESS: PO BOX 303 ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,900. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: WHEELCHAIR FUNDING. GRANTEE NAME: WHEELCHAIR FOUNDATION. GRANTEE ADDRESS: 3820 BLACKHAWK ROAD DANVILLE, CA 94506. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOOL MUSIC PROGRAM. GRANTEE NAME: ALAMO SCHOOL. GRANTEE ADDRESS: 100 WILSON ROAD ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,745. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADMINISTRATIVE FEES AND COSTS. AMOUNT: 601. DESCRIPTION: ALAMO MUSIC FESTIVAL EXPENSE. AMOUNT: 15,060. DESCRIPTION: CASH FOR CLUNKERS ADVERTISING. AMOUNT: 600. DESCRIPTION: INTERACT AND YOUTH RECOGNITION. AMOUNT: 1,239. DESCRIPTION: ROTACARE VOLUNTEER SUPPORT. AMOUNT: 925. DESCRIPTION: HIGHWAY 680 BEAUTIFICATION PROJECT. AMOUNT: 411. DESCRIPTION: ROTACARE HEALTH SUPPLIES. AMOUNT: 17,135. DESCRIPTION: SCHOOL MUSIC PROGRAM SUPPLIES . AMOUNT: 3,068. TOTAL TO FORM 990-EZ, LINE 16: 39,039. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS ADJUSTMENT. AMOUNT: -11,642. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENT FUND - READING. BEG. OF YEAR AMOUNT: 16,135. END OF YEAR AMOUNT: 13,560. DESCRIPTION: INVESTMENT FUND - UNRESTRICTED. BEG. OF YEAR AMOUNT: 27,082. END OF YEAR AMOUNT: 22,746. DESCRIPTION: SCHWAB ENDOWMENT FUND- RESTRICTED. BEG. OF YEAR AMOUNT: 20,205. END OF YEAR AMOUNT: 20,637. THE 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.