ALBUQUERQUE ROTARY CHARITABLE FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ALBUQUERQUE ROTARY CHARITABLE FOUNDATION INC (EIN 85-0371097)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-14
IRS object ID: 201420459349302807
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-14T15:51:57-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRODERICK PHILLIPPI WRIGHT & CARD	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	8220 SAN PEDRO NE SUITE 400	AddressLine1
City	ALBUQUERQUE	City
State	NM	State
ZIP Code	871132476	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	850371097	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ALBUQUERQUE ROTARY CHARITABLE	BusinessNameLine1
Business Name Line2	FOUNDATION INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	ALBU	NameControl
Phone	5052422651	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3807	AddressLine1
City	ALBUQUERQUE	City
State	NM	State
ZIP Code	87190	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KEITH BALKCOM	Name
Title	TREASURER	Title
Phone	5052422651	Phone
Date Signed	2014-01-23	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DACIA K CARD	Name
Phone	5052551040	Phone
Date Prepared	2014-02-12	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	KEITH BALKCOM	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3807	AddressLine1
City	ALBUQERQUE	City
State	NM	State
ZIP Code	87190	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	207054	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.ROTARYABQ.NM.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1988	YearFormation
State Legal Domicile	NM	StateLegalDomicile
Activity Or Mission Description	TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, GRANTS OR BEQUESTS OF PROPERTY TO MAINTAIN, USE AND APPLY THE INCOME AND THE PRINCIPAL FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	10	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	10	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	100	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	101186	ContributionsGrantsPriorYear
Contributions Grants Current Year	89495	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	23407	InvestmentIncomePriorYear
Investment Income Current Year	42083	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-4837	OtherRevenuePriorYear
Other Revenue Current Year	-7675	OtherRevenueCurrentYear
Total Revenue Prior Year	119756	TotalRevenuePriorYear
Total Revenue Current Year	123903	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	48606	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	61030	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	9809	OtherExpensePriorYear
Other Expenses Current Year	11569	OtherExpensesCurrentYear
Total Expenses Prior Year	58415	TotalExpensesPriorYear
Total Expenses Current Year	72599	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	61341	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	51304	RevenuesLessExpensesCY
Total Assets BOY	1374574	TotalAssetsBOY
Total Assets EOY	1520439	TotalAssetsEOY
Total Liabilities BOY	37187	TotalLiabilitiesBOY
Total Liabilities EOY	62000	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1337387	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1458439	NetAssetsOrFundBalancesEOY
Mission Description	TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, GRANTS OR BEQUESTS OF PROPERTY TO MAINTAIN, USE AND APPLY THE INCOME AND THE PRINCIPAL FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	61030	Expense
Grants	61030	Grants
Revenue	96585	Revenue
Description	THE ORGANIZATION SOLICITS AND RECEIVES CONTRIBUTIONS, GIFTS, GRANTS, AND BEQUESTS OF PROPERTY TO PROVIDE NEEDED FUNDS TO CHARITABLE PROGRAMS SUPPORTING YOUTH AND EDUCATION ACTIVITIES.	Description
Total Program Service Expense	61030	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	10	NbrVotingGoverningBodyMembers
Number Independent Voting Members	10	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NM	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ANN SINGER	NamePerson
Telephone Number	5052422651	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3301 MENAUL NE	AddressLine1
Address Line2	3301 MENAUL NE	AddressLine2
City	ALBUQUERQUE	City
State	NM	State
ZIP Code	87107	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
JANET THOMPSON
DIRECTOR	1.00	X	0	0	0
DOM BERNARDI
DIRECTOR	1.00	X	0	0	0
LARRY MCCLINTOCK
DIRECTOR	1.00	X	0	0	0
KIRK MEYER
DIRECTOR	1.00	X	0	0	0
PETER LEHRMAN
DIRECTOR	1.00	X	0	0	0
MARTHA P BASS
DIRECTOR	1.00	X	0	0	0
JULIA BOWDICH
VICE PRESIDE	2.00		0	0	0	X
KEITH BALKCOM
TREASURER	2.00		0	0	0	X
TRACY SPROULS
PRESIDENT	2.00		0	0	0	X
ALAN J WRIGHT
SECRETARY	2.00		0	0	0	X

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Fundraising Events	49717	FundraisingEvents
All Other Contributions	39778	AllOtherContributions
Noncash Contributions	11778	NoncashContributions
Total Contributions	89495	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	22689	TotalRevenueColumn
Exclusion	$22,689	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	74000	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	54606	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	19394	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	19394	TotalRevenueColumn
Exclusion	$19,394	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	20870	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	49717	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	28545	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-7675	TotalRevenueColumn

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	123903	TotalRevenueColumn
Exclusion	$42,083	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	61030	Total
Program Services	61030	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	6116	Total
Management And General	6116	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2453	Total
Management And General	2453	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	3000	Total
Management And General	3000	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	72599	Total
Program Services	61030	ProgramServices
Management And General	11569	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	42534	BOY
EOY	30407	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	36586	BOY
EOY	60706	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	112656	BOY
EOY	118729	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
EOY	968	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1182798	BOY
EOY	1309629	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1374574	BOY
EOY	1520439	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	29687	BOY
EOY	50150	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	7500	BOY
EOY	11850	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	37187	BOY
EOY	62000	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1049696	BOY
EOY	1121554	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	263699	BOY
EOY	295139	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	23992	BOY
EOY	41746	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1337387	BOY
EOY	1458439	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1374574	BOY
EOY	1520439	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	51304	ReconcilationRevenueExpenses
Reconcilation Other Changes	69748	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
FS Audited	false	FSAudited
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	146318	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	79429	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	32992	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	68811	CurrentTaxYearMinus1Year
Current Tax Year	96585	CurrentTaxYear
Total	424135	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	50789	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	56334	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	53362	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	55127	CurrentTaxYearMinus1Year
Current Tax Year	20870	CurrentTaxYear
Total	236482	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	197107	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	135763	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	86354	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	123938	CurrentTaxYearMinus1Year
Current Tax Year	117455	CurrentTaxYear
Total	660617	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	45789	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	51334	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48362	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	50127	CurrentTaxYearMinus1Year
Current Tax Year	8780	CurrentTaxYear
Total	204392	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	45789	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	51334	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48362	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	50127	CurrentTaxYearMinus1Year
Current Tax Year	8780	CurrentTaxYear
Total	204392	Total

Field	Value	IRS element (for citing)
Public Support Total509	456225	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20397	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	20663	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	22935	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	22227	CurrentTaxYearMinus1Year
Current Tax Year	22689	CurrentTaxYear
Total	108911	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20397	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	20663	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	22935	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	22227	CurrentTaxYearMinus1Year
Current Tax Year	22689	CurrentTaxYear
Total	108911	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	217504	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	156426	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	109289	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	146165	CurrentTaxYearMinus1Year
Current Tax Year	140144	CurrentTaxYear
Total	769528	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.59290	PublicSupportPercentage509
Prior Year Support Percentage	0.56490	PriorYearSupportPercentage
Investment Income Percentage	0.14000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.16000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	441984	BeginningOfYearBalance
Investment Earnings Or Losses	40712	InvestmentEarningsOrLosses
End Of Year Balance	482696	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	437336	BeginningOfYearBalance
Investment Earnings Or Losses	4648	InvestmentEarningsOrLosses
End Of Year Balance	441984	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	383395	BeginningOfYearBalance
Investment Earnings Or Losses	53941	InvestmentEarningsOrLosses
End Of Year Balance	437336	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	378311	BeginningOfYearBalance
Investment Earnings Or Losses	5084	InvestmentEarningsOrLosses
End Of Year Balance	383395	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	465498	BeginningOfYearBalance
Investment Earnings Or Losses	-87187	InvestmentEarningsOrLosses
End Of Year Balance	378311	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	1.00000	BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
LIABILITY UNDER FIN 48 FOOTNOTE	SCHEDULE D, PAGE 3, PART X	THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CONSIDERED A PRIVATE FOUNDATION. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FOUNDATION'S OPEN AUDIT PERIODS ARE 2009 TO 2013. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
SUPPLEMENTAL FINANCIAL INFORMATION	SCHEDULE D, PAGE 4, PART XIII	THE FOUNDATION'S INVESTMENT POLICY GOAL IS THAT INVESTMENT RETURNS PROVIDE ADEQUATE INCOME TO FUND THE FOUNDATION'S SPENDING POLICY WHILE PRESERVING CORPUS. THE SPENDING POLICY IS AS FOLLOWS: A) HONOR EXISTING ANNUAL FINANCIAL COMMITMENTS RELATED TO TEMPORARILY RESTRICTED NET ASSETS AND B) THE CURRENT PERCENTAGE TO BE SPENT EACH YEAR IS NOT TO EXCEED 5% OF THE GENERAL UNRESTRICTED FUND AS MEASURED ON DECEMBER 31 OF THE PRECEDING CALENDAR YEAR. VOLATILITY AND RISK WILL BE MITIGATED BY MAINTAINING A DIVERSIFIED PORTFOLIO OF STOCKS, BONDS, GOVERNMENT SECURITIES, CASH AND/OR ALTERNATIVE INVESTMENTS WITHIN DEFINED PARAMETERS. THE INVESTMENT COMMITTEE, SUBJECT TO THE OVERALL RESPONSIBILITY AND DIRECTION OF THE BOARD OF DIRECTORS, WILL SUPERVISE THE INVESTMENT OF THE VARIOUS FUNDS OF THE FOUNDATION AND REPORT TO THE BOARD OF DIRECTORS. THE INVESTMENT COMMITTEE WILL DEVELOP INVESTMENT OBJECTIVES AND COMMUNICATE SUCH INVESTMENT OBJECTIVES AND APPROPRIATE GUIDELINES TO THE INVESTMENT FINANCIAL ADVISORS AND MANAGER ENGAGED BY THE FOUNDATION.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Licensed States	NM	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	70587	GrossReceiptsEvent1
Charitable Contributions Event1	49717	CharitableContributionsEvent1
Gross Revenue Event1	20870	GrossRevenueEvent1
Other Direct Expenses Event1	28545	OtherDirectExpensesEvent1
Gross Receipts Total	70587	GrossReceiptsTotal
Charitable Contributions Total	49717	CharitableContributionsTotal
Gross Revenue Total Events	20870	GrossRevenueTotalEvents
Other Direct Expenses Total Events	28545	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	28545	DirectExpenseSummaryEvents
Net Income Summary	-7675	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
ROTARY INTERNATIONAL SERVICE
1560 SHERMAN AVENUE	EVANSTON	IL	60201	361707667	3	9400	INTERNATIONALSUPPORT
RYLA
3265 ARROWHEAD ROAD SUITE 200	LAS CRUCES	NM	880114786	260887059	3	7675	GENERAL SUPPORT
NATIONAL DANCE INSTITUTE
4800 CENTRAL AVE SE	ALBUQUERQUE	NM	87108	850431846	3	25900	GENERAL SUPPORT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	3	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	A BOARD MEMBER OF THE FOUNDATION WILL MONITOR THE ORGANIZATION THAT RECEIVES A GRANT. THIS MEMBER WILL REPORT BACK TO THE FOUNDATION ON THE PROGRESS OF THE PARTICULAR PROJECT THAT THE GRANT IS RELATED TO. ALSO, THE FOUNDATION REQUESTS A WRITTEN FOLLOW-UP FROM THE ORGANIZATION IN WHICH THEY DESCRIBE THE BENEFITS THE ORGANIZATION AND THE PUBLIC IT SERVES RECEIVED FROM THE GRANT.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DECISIONS SUBJECT TO APPROVAL OF MEMBERS	FORM 990, PAGE 6, PART VI, LINE 7B	THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP OF THE ROTARY CLUB OF ALBUQUERQUE.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 TAX RETURN IS REVIEWED BY THE TREASURER OF THE BOARD. HE WILL PRESENT THE 990 TO THE REST OF THE BOARD OF DIRECTORS FOR APPROVAL. UPON APPROVAL, IT IS SIGNED AND MAILED.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE BOARD REGULARLY EVALUATES ITS RELATIONSHIPS WITH VENDORS, MAKING SURE THAT ANY COMPANY / INDIVIDUAL RECEIVING FUNDS FOR PRODUCTS OR SERVICES HAS NO CONNECTION WITH A BOARD MEMBER.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE AVAILABLE AT THE ALBUQUERQUE ROTARY CHARITABLE FOUNDATION OFFICE FOR INSPECTION UPON REQUEST.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 9	UNREALIZED GAIN ON INVEST 69,748

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY CLUB OF ALBUQUERQUE	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3807	AddressLine1
City	ALBUQUERQUE	City
State	NM	State
ZIP Code	87190	ZIPCode

Field	Value	IRS element (for citing)
EIN	850065784	EIN
Primary Activities	SERVICE	PrimaryActivities
Legal Domicile State	NM	LegalDomicileState
Exempt Code Section	501C4	ExemptCodeSection
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg