STRATEGY STUDIO / PUBLIC DATA EXPLORER

LOS GATOS ROTARY SCHOLARSHIP FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LOS GATOS ROTARY SCHOLARSHIP FUND (EIN 77-0508944)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201631379349304943
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-05-16T12:30:02-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770499367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDA L SPEICHER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17378 SW PACIFIC COAST HIGHWAYAddressLine1Txt
CityWALDPORTCityNm
State AbbreviationORStateAbbreviationCd
ZIP97394ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770508944EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOS GATOS ROTARY SCHOLARSHIP FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOSGBusinessNameControlTxt
Phone4088880002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1018AddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95031ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA SPEICHERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4083917943PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA SPEICHERPreparerPersonNm
PTINP00409514PTIN
Phone4083917943PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLINDA SPEICHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1018AddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95031ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$52,909GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionORGANIZATION GRANTS COLLEGE SCHOLARSHIPS TO DESERVING HIGH SCHOOL STUDENTSActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,171PYContributionsGrantsAmt
CY Contributions Grants$17,493CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$32,762PYInvestmentIncomeAmt
CY Investment Income$35,416CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$49,933PYTotalRevenueAmt
CY Total Revenue$52,909CYTotalRevenueAmt
PY Grants And Similar Paid$30,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$32,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$700PYOtherExpensesAmt
CY Other Expenses$635CYOtherExpensesAmt
PY Total Expenses$30,700PYTotalExpensesAmt
CY Total Expenses$32,635CYTotalExpensesAmt
PY Revenues Less Expenses$19,233PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,274CYRevenuesLessExpensesAmt
Total Assets BOY$704,065TotalAssetsBOYAmt
Total Assets EOY$724,339TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$704,065NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$724,339NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$32,635ExpenseAmt
Grant$32,000GrantAmt
DescCOLLEGE SCHOLARSHIPS ARE GIVEN TO DESERVING HIGH SCHOOL STUDENTS.Desc
Total Program Service Expenses$32,635TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDA SPEICHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4083917943PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1018AddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95031ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GAE LA TORRE
TRUSTEE0.50Yes (X)$0$0$0
ART RABITZ
TRUSTEE0.50Yes (X)$0$0$0
TINA ORSI-HARTIGAN
PRESIDENT EX OFFICIO0.50Yes (X)$0$0$0
LINDA SPEICHER
TREASURER EX OFFICIO0.50Yes (X)$0$0$0
JOHN COLWELL
EMERITUS EX OFFICIO0.50Yes (X)$0$0$0
SANDY BOCKS
TRUSTEE0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$17,493AllOtherContributionsAmt
Total Contributions$17,493TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,113TotalRevenueColumnAmt
Related Or Exempt Func Income$35,113RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$303SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$303SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$303TotalRevenueColumnAmt
Related Or Exempt Func Income$303RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,909TotalRevenueColumnAmt
Related Or Exempt Func Income$35,416RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$32,000TotalAmt
Program Services$32,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$635TotalAmt
Program Services$635ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$32,635TotalAmt
Program Services$32,635ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,983BOYAmt
EOY$27,060EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$691,082BOYAmt
EOY$697,279EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$704,065BOYAmt
EOY$724,339EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$704,065BOYAmt
EOY$724,339EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$704,065BOYAmt
EOY$724,339EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$704,065BOYAmt
EOY$724,339EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,274ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$15,530CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,815CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,171CurrentTaxYearMinus1YearAmt
Current Tax Year$17,492CurrentTaxYearAmt
Total$82,839TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,530CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,815CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,171CurrentTaxYearMinus1YearAmt
Current Tax Year$17,492CurrentTaxYearAmt
Total$82,839TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$82,839PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,697CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,762CurrentTaxYearMinus1YearAmt
Current Tax Year$35,417CurrentTaxYearAmt
Total$168,096TotalAmt
FieldValueIRS element (for citing)
Total Support$250,935TotalSupportAmt
Public Support CY1700.33010PublicSupportCY170Pct
Public Support PY1700.28800PublicSupportPY170Pct
Private Foundation170Yes (X)PrivateFoundation170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$704,065BeginningYearBalanceAmt
Contributions$17,492ContributionsAmt
Investment Earnings Or Losses$35,417InvestmentEarningsOrLossesAmt
Grants Or Scholarships$32,000GrantsOrScholarshipsAmt
Administrative Expenses$635AdministrativeExpensesAmt
End Year Balance$724,339EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$684,832BeginningYearBalanceAmt
Contributions$17,171ContributionsAmt
Investment Earnings Or Losses$32,762InvestmentEarningsOrLossesAmt
Grants Or Scholarships$30,000GrantsOrScholarshipsAmt
Administrative Expenses$700AdministrativeExpensesAmt
End Year Balance$704,065EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$654,124BeginningYearBalanceAmt
Contributions$18,815ContributionsAmt
Investment Earnings Or Losses$42,822InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,650GrantsOrScholarshipsAmt
Administrative Expenses$1,279AdministrativeExpensesAmt
End Year Balance$684,832EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$641,438BeginningYearBalanceAmt
Contributions$13,830ContributionsAmt
Investment Earnings Or Losses$32,054InvestmentEarningsOrLossesAmt
Grants Or Scholarships$32,500GrantsOrScholarshipsAmt
Administrative Expenses$698AdministrativeExpensesAmt
End Year Balance$654,124EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$617,850BeginningYearBalanceAmt
Contributions$15,530ContributionsAmt
Investment Earnings Or Losses$40,643InvestmentEarningsOrLossesAmt
Grants Or Scholarships$32,050GrantsOrScholarshipsAmt
Administrative Expenses$535AdministrativeExpensesAmt
End Year Balance$641,438EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
LOS GATOS HIGH SCHOOL - VARIOUS STUDENTS
20 HIGH SCHOOL CTLOS GATOSCA95030$16,000SCHOLARSHIPS
LEIGH HIGH SCHOOL - VARIOUS STUDENTS
5210 LEIGH AVESAN JOSECA95124$16,000SCHOLARSHIPS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11TREASURER REVIEWS DOCUMENT AND THEN PROVIDES TO THE GOVERNING BODY.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.