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ROTARY CLUB OF WINTERS COMMUNITY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF WINTERS COMMUNITY FOUNDATION (EIN 94-3240602)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-14
IRS object ID
201421349349102762
Schema version
2012v2.0
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)
Timestamp2014-05-14T13:40:21-07:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Pamela A Mainini CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11105 Kennedy Pl Ste 2AddressLine1
CityDavisCity
StateCAState
ZIP Code95616ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN943240602EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF WINTERSBusinessNameLine1
Business Name Line2COMMUNITY FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlROTANameControl
Phone5307954131Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 565AddressLine1
CityWINTERSCity
StateCAState
ZIP Code95694ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMIKE SEBASTIANName
TitleTreasurerTitle
Date Signed2014-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePAMELA A MAININI CPAName
PTINP00177905PTIN
Phone5307583653Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY49239FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5250ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1451InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1451InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm1451InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss1667DividendsRevAndExpnss
Dividends Net Invst Incm1667DividendsNetInvstIncm
Dividends Adj Net Incm1667DividendsAdjNetIncm
Other Income Rev And Expnss10960OtherIncomeRevAndExpnss
Total Revenue And Expenses19328TotalRevenueAndExpenses
Total Net Investment Income3118TotalNetInvestmentIncome
Total Adjusted Net Income3118TotalAdjustedNetIncome
Accounting Fees Rev And Expnss550AccountingFeesRevAndExpnss
Taxes Rev And Expnss75TaxesRevAndExpnss
Other Expenses Rev And Expnss3599OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss4224TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss12296ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps12296ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss16520TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps12296TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2808ExcessOfRevenueOverExpenses
Net Investment Income3118NetInvestmentIncome
Adjusted Net Income3118AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY10645CashBOY
Cash EOY7449CashEOY
Cash EOYFMV7449CashEOYFMV
Savings And Temp Cash Invst BOY35650SavingsAndTempCashInvstBOY
Investments Other EOY41654InvestmentsOtherEOY
Investments Other EOYFMV41790InvestmentsOtherEOYFMV
Total Assets BOY46295TotalAssetsBOY
Total Assets EOY49103TotalAssetsEOY
Total Assets EOYFMV49239TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY46295UnrestrictedBOY
Unrestricted EOY49103UnrestrictedEOY
Total Net Assets BOY46295TotalNetAssetsBOY
Total Net Assets EOY49103TotalNetAssetsEOY
Total Liabilities Net Assets BOY46295TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY49103TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY46295TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2808ExcessOfRevenueOverExpenses
Subtotal49103Subtotal
Total Net Assets Fund Balances EOY49103TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax62InvestmentIncomeExciseTax
Subtotal62Subtotal
Tax Based On Investment Income62TaxBasedOnInvestmentIncome
Tax Due62TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1MIKE SEBASTIANBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5307952329BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 565AddressLine1
CityDAVISCity
StateCAState
ZIP Code95694ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
JOE TROTTER
PO BOX 565DAVISCA95694Vice President2.000
SHIRLEY HAILEY
PO BOX 565WINTERSCA95694Director2.000
BILL HAILEY
PO BOX 565WINTERSCA95694Director2.000
JOHN HAGELIS
PO BOX 565WINTERSCA95694Director2.000
VIONA HAGUE
PO BOX 565WINTERSCA95694Secretary2.000
MIKE SEBASTIAN
PO BOX 565WINTERSCA95694Treasurer2.000
GARY BERTAGNOLLI
PO BOX 565WINTERSCA95694Past President2.000
LARRY JUSTUS
PO BOX 565WINTERSCA95694Director2.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities41657AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances7450AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets49107TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets49107AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable737CashDeemedCharitable
Net Noncharitable Assets48370NetNoncharitableAssets
Minimum Investment Return2419MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2419MinimumInvestmentReturn
Tax Based On Investment Income62TaxBasedOnInvestmentIncome
Total Tax62TotalTax
Distributable Amount Before Adj2357DistributableAmountBeforeAdj
Distributable Amount Before Ded2357DistributableAmountBeforeDed
Distributable Amount As Adjusted2357DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions12296ExpensesAndContributions
Qualifying Distributions12296QualifyingDistributions
Adj Qualifying Distributions12296AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2357DistributableAmountAsAdjusted
Excess Distri Carryover Year514070ExcessDistriCarryoverYear5
Excess Distri Carryover Year46590ExcessDistriCarryoverYear4
Excess Distri Carryover Year317989ExcessDistriCarryoverYear3
Excess Distri Carryover Year212491ExcessDistriCarryoverYear2
Excess Distri Carryover Year112419ExcessDistriCarryoverYear1
Total Excess Distri Carryover63559TotalExcessDistriCarryover
Qualifying Distributions12296QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year2357AppliedToCurrentYear
Remaining Distri From Corpus9939RemainingDistriFromCorpus
Total Corpus73498TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year514070ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year59428ExcessDistriCyovToNextYear
Excess From Year46590ExcessFromYear4
Excess From Year317989ExcessFromYear3
Excess From Year212491ExcessFromYear2
Excess From Year112419ExcessFromYear1
Excess From Current Year9939ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
WINTERS VOLUNTEER FIRE ASSOCIATION
10 ABBEY STREETWINTERSCA95694NONE501(c)(3)OPERATING SUPPORT$50
ANDERSON BOUWENS
909 W GRANT AVEWINTERSCA95694NONE501(c)(3)SCHOLARSHIP$500
STUDENT OF THE MONTH
101 GRANT AVEWINTERSCA95694NONE501(c)(3)SCHOLARSHIP$240
ROTARY INTERNATIONAL
1560 SHERMAN AVEEVANSTONIL60201RELATED CORPORATIONS501(c)(3)HOUSING$2,600
CECIL PADILLA
PO BOX 565WINTERSCA95695NONEINDDISASTER RELIEF$400
CAMP ROYAL
BAR 717 RANCH STAR ROUTE BOX 150HAYFORKCA96041RELATED CORPORATIONS501(c)(3)CHILDREN'S CAMP SUPPORT$2,210
AMY MASEM
909 W GRANT AVEWINTERSCA95694NONEINDSCHOLARSHIP$500
SIERRA THOMAS
909 W GRANT AVEWINTERSCA95694NONEINDSCHOLARSHIP$2,000
RACHEL MYERS
909 W GRANT AVEWINTERSCA95694NONEINDSCHOLARSHIP$2,000
AUSTIN CALVERT
909 W GRANT AVEWINTERSCA95694NONEINDSCHOLARSHIP$1,000
WINTERS SCHOOL DISTRICT
909 W GRANT AVEWINTERSCA95694NONE501(c)(3)EDUCATION$193
CITY OF WINTERS
318 FIRST STWINTERSCA95694NONE501(c)(3)COMMUNITY GRANT$603
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year12296TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,451ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,667ExclusionAmount

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

FieldValueIRS element (for citing)
Exclusion Code1ExclusionCode
Exclusion$7,361ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$10,479ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA10479TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OstrueRelationshipsNoncharitableEOs

Relationship Schedule RelationshipSchedule

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1WINTERS ROTARY CLUBBusinessNameLine1
FieldValueIRS element (for citing)
Type Of Organization501(c)(4)TypeOfOrganization
Description Of RelationshipSHARED BOARD OF DIRECTORSDescriptionOfRelationship

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$550Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemRAYMOND JAMES MUTUAL FUND ACCOUNTCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value41654BookValue
EOYFMV41790EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSpecial Event ExpensesDescription
Revenue And Expenses Per Books3599RevenueAndExpensesPerBooks

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionIncome From Special EventsDescription
Revenue And Expenses Per Books10960RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
SOS$50
FTB$25