STRATEGY STUDIO / PUBLIC DATA EXPLORER

FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION OF THE ROTARY CLUB OF CALIFORNIA (EIN 77-0600752)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-06
IRS object ID
201533109349201168
Schema version
2014v5.0
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)
Return2015-11-06T17:43:33-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943158857PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RINA ACCOUNTANCY CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 NORTH CIVIC DR STE 220AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770600752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION OF THE ROTARY CLUB OF ALAMO CALIFORNIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone9252102180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 303AddressLine1Txt
CityALAMOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94507ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM SCHUPPERTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9252102180PhoneNum
Signature2015-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRAD GAIPreparerPersonNm
PTINP00031716PTIN
Phone9252102180PhoneNum
Preparation2015-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressALAMOROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$97,432GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$67,132ContributionsGiftsGrantsEtcAmt
Investment Income$1,388InvestmentIncomeAmt
Fundraising Gross Income$28,912FundraisingGrossIncomeAmt
Special Events Direct Expenses$32,868SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$3,956SpecialEventsNetIncomeLossAmt
Total Revenue$64,564TotalRevenueAmt
Grants And Similar Amounts Paid$14,050GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$43,837OtherExpensesTotalAmt
Total Expenses$57,887TotalExpensesAmt
Excess Or Deficit For Year$6,677ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$146,636NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$153,313NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$84,951BOYAmt
EOY$89,891EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$61,685BOYAmt
EOY$63,422EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$146,636BOYAmt
EOY$153,313EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$146,636BOYAmt
EOY$153,313EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE FOUNDATION WAS ESTABLISHED TO MANAGE THE ALAMO MUSIC AND WINE FESTIVAL, A ONE DAY EVENT THAT HAS A 25 PLUS YEAR HISTORY AS A COMMUNITY EVENT AND A FUNDRAISING EVENT TO PRIMARILY BENEFIT THE LOCAL PUBLIC SHOOLS. THE FOUNDATION IS ALSO INTERESTED IN CIVIC PROJECTS, INCLUDING PUBLIC USE ITEMS SUCH AS BUS BENCHES AND BEAUTIFICATION PROJECTS. THE FOUNDATION ALSO SUPPORTS SELECTED LOCAL PROJECTS AND PROJECTS OF ROTARY INTERNATIONAL.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtForeign GrantsForeignGrantsIndProgram Service ExpensesProgramServiceExpensesAmt
DONATIONS TO ROTARY INTERNATIONAL FOR MATCHING GRANTS. ADDITIONAL DONATIONS FOR SCHOOLS IN INDIA.$9,800Yes (X)$0
LEADERSHIP PROGRAM AT CAMP ROYAL, AND SCHOLARSHIPS TO HIGH SCHOOL STUDENTS, AND INTERACT SUPPORT. LEADERSHIP TRAINING FOR INTERACT STUDENT. SUPPORT FOR MUSIC PROGRAMS IN THE SCHOOLS, LIBRARY RESOURCES AND BOOKS AT ELEMENTARY AND MIDDLE SCHOOL.$4,250$22,991
ROTACARE MEDICAL CLINIC SUPPORT. FREE MEDICAL CARE FOR LOW INCOME INDIVIDUALS. DIABETES AND HEALTH EDUCATION.$0$18,783
680 BEAUTIFICATION PROJECT AND OTHER COMMUNITY PROJECTS$0$1,351
FieldValueIRS element (for citing)
Total Program Service Expenses$43,125TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KIM SMITH
PRESIDENT1.00$0$0$0
KAREN MCPHERSON
SECRETARY1.00$0$0$0
JIM SCHUPPERT
TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJIM SCHUPPERT TREASURERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 303AddressLine1Txt
CityALAMOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94507ZIPCd
FieldValueIRS element (for citing)
Phone9258389534PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,116CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,338CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,464CurrentTaxYearMinus1YearAmt
Current Tax Year$67,132CurrentTaxYearAmt
Total$323,062TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,116CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,338CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,464CurrentTaxYearMinus1YearAmt
Current Tax Year$67,132CurrentTaxYearAmt
Total$323,062TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$323,062PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$469CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,694CurrentTaxYearMinus1YearAmt
Current Tax Year$1,388CurrentTaxYearAmt
Total$4,936TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,881CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,683CurrentTaxYearMinus1YearAmt
Current Tax Year$28,912CurrentTaxYearAmt
Total$158,096TotalAmt
FieldValueIRS element (for citing)
Total Support$486,094TotalSupportAmt
Public Support CY1700.66460PublicSupportCY170Pct
Public Support PY1700.63810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ALAMO MUSIC FESTIVALEvent1Nm
Gross Receipts Event1$51,882GrossReceiptsEvent1Amt
Charitable Contri Event1$22,970CharitableContriEvent1Amt
Gross Revenue Event1$28,912GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,464RentFacilityCostsEvent1Amt
Food And Beverage Event1$12,067FoodAndBeverageEvent1Amt
Entertainment Event1$2,200EntertainmentEvent1Amt
Other Direct Expenses Event1$4,137OtherDirectExpensesEvent1Amt
Gross Receipts Total$51,882GrossReceiptsTotalAmt
Charitable Contributions Tot$22,970CharitableContributionsTotAmt
Gross Revenue Total Events$28,912GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$14,464RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$12,067FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,200EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$4,137OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$32,868DirectExpenseSummaryEventsAmt
Net Income Summary-$3,956NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 1,388.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LIBRARY READING PROGRAM. GRANTEE NAME: RANCHO ROMERO SCHOOL. GRANTEE ADDRESS: 180 HEMME AVE ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/14/14. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LIBRARY READING PROGRAM. GRANTEE NAME: ALAMO SCHOOL. GRANTEE ADDRESS: 100 WILSON ROAD ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/14/14. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LIBRARY READING PROGRAM. GRANTEE NAME: STONE VALLEY MIDDLE SCHOOL. GRANTEE ADDRESS: MIRANDA AVE ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/14/14. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LIBRARY BOOKS. GRANTEE NAME: ALAMO SCHOOL. GRANTEE ADDRESS: 100 WILSON ROAD ALAMO, CA 94507. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/22/14. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MATCHING GRANT OF ROTARY INTERNATIONAL. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVE. EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/09/14. AMOUNT GIVEN: 9,800.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: WHEELCHAIR FUNDING. GRANTEE NAME: WHEELCHAIR FOUNDATION. GRANTEE ADDRESS: 3820 BLACKHAWK ROAD DANVILLE, CA 94506. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/05/14. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: HOMELESS SUPPORT. GRANTEE NAME: MONUMENT CRISIS CENTER. GRANTEE ADDRESS: 1990 MARKET STREET CONCORD, CA 94520. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/26/14. AMOUNT GIVEN: 250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EAST BAY STAND DOWN. GRANTEE NAME: DIABLO VALLEY VETERANS FOUNDATION. GRANTEE ADDRESS: PO BOX 2133 DANVILLE, CA 94526. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/21/14. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: ROTOCARE MEDICAL EQUIPMENT. GRANTEE NAME: BERKELEY ROTARY ENDOWMENT. GRANTEE ADDRESS: 199 SEAWALL DRIVE BERKELEY, CA 94710. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/15/14. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,050.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATIVE FEES AND COSTS. AMOUNT: 712. DESCRIPTION: COMMUNITY SERVICE PROJECTS AND SUPPORT TO SCHOOLS. AMOUNT: 22,991. DESCRIPTION: ROTARCARE MEDICAL CLINIC SUPPORT. AMOUNT: 18,783. DESCRIPTION: 680 BEAUTIFICATION PROJECT. AMOUNT: 1,351. TOTAL TO FORM 990-EZ, LINE 16: 43,837.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: INVESTMENT FUND - READING. BEG. OF YEAR AMOUNT: 15,649. END OF YEAR AMOUNT: 16,135. DESCRIPTION: INVESTMENT FUND - UNRESTRICTED. BEG. OF YEAR AMOUNT: 26,228. END OF YEAR AMOUNT: 27,082. DESCRIPTION: SCHWAB ENDOWMENT FUND- RESTRICTED. BEG. OF YEAR AMOUNT: 19,808. END OF YEAR AMOUNT: 20,205.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc