ROTARY CLUB OF JACKSON FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF JACKSON FOUNDATION (EIN 91-1925378)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-12
- IRS object ID
- 201443169349201524
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T10:31:40-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421650532 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cathy Castillo CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1355 460 Sutter Hill Rd | AddressLine1 |
| City | Sutter Creek | City |
| State | CA | State |
| ZIP Code | 95685 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911925378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary Club of Jackson Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1117 | AddressLine1 |
| City | JACKSON | City |
| State | CA | State |
| ZIP Code | 95642 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARV HAMPTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2092963408 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cathy Castillo | PreparerPersonNm |
| PTIN | P00481208 | PTIN |
| Phone | 2092675119 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $61,440 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $1,585 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,843 | InvestmentIncomeAmt |
| Fundraising Gross Income | $58,012 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $24,316 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $33,696 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $37,124 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $600 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $38,426 | OtherExpensesTotalAmt |
| Total Expenses | $39,026 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,902 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $174,633 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,379 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $174,110 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,902 | BOYAmt |
| EOY | $131,750 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,754 | BOYAmt |
| EOY | $45,437 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,656 | BOYAmt |
| EOY | $177,187 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,023 | BOYAmt |
| EOY | $3,077 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,633 | BOYAmt |
| EOY | $174,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | CHARITABLE AND PAUL HARRIS FUND SUPPORT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| AWARDED 4 STUDENT SCHOLARSHIPS | $8,000 |
| DONATIONS AWARDS AND PLEDGES TO OTHER AMADOR COUNTY COMMUNITY NON PROFITS | $23,865 |
| COMMUNITY IMPROVEMENT PROJECTS VISTA POINT PROJECT IN JACKSON CALIFORNIA AND WINE BOOTH PROJECT AT THE AMADOR COUNTY FAIRGROUNDS PLYMOUTH CALIFORNIA | $4,427 |
| Other program services | $2,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $38,376 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MARV HAMPTON | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| IRENE PERBAL | ||||
| PRESIDENT ELECT | 5.00 | $0 | $0 | $0 |
| LEE TRAVERS | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| RICHARD CAMPBELL | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| DARCY PORTER | ||||
| PAST PRESIDENT | 5.00 | $0 | $0 | $0 |
| PATRICK CREW | ||||
| FOUNDATION CHAIRMAN | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD CAMPBELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1117 | AddressLine1 |
| City | JACKSON | City |
| State | CA | State |
| ZIP Code | 95642 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2092963408 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,585 | CurrentTaxYearAmt |
| Total | $25,348 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,585 | CurrentTaxYearAmt |
| Total | $25,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,348 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,843 | CurrentTaxYearAmt |
| Total | $8,236 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $9,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,375 | CurrentTaxYearAmt |
| Total | $27,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $60,737 | TotalSupportAmt |
| Public Support CY170 | 0.41730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BOWL A THON | NameOfEvent1Amt |
| Gross Receipts Event1 | $10,674 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $10,674 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $829 | RentFacilityCostsEvent1Amt |
| Name Of Event2 | DESTR DERBY | NameOfEvent2Amt |
| Gross Receipts Event2 | $11,405 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,405 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $2,740 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $458 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $631 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $35,933 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $35,933 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $3,800 | CashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $15,751 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $107 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $58,012 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $58,012 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,540 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $458 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $829 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,751 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $738 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,316 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $33,696 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTBANK FEES AND CHARGES 5COMMUNITY PROJECT COSTS 4,427DONATIONS TO OTHER NON PROFITS 13,300FILING FEES 45STUDENT SCHOLARSHIPS 8,000BOWL A THON PLEDGE PAYMENTS 10,565INTERACT ROTARY YOUTH 2,084 |
| Other changes in net assets or fund balances Part I line 20 | DESCRIPTION AMOUNTUNREALIZED GAIN FMV OF SECURITIES 1,384PRIOR YEAR ADJ TO STUDENT LOAN FUND (5) |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARSTUDENT LOANS RECEIVABLE 15,280 12,650INTERFUND RECEIVABLE 949 1,099GIURLANI INVESTMENT FUND 7,013 8,038STUDENT LOAN INVESTMENT FUND 12,800 13,605FOUNDATION INVESTMENT FUND 8,712 10,045 |
| Description of total liabilities Part II line 26 | CATEGORY BEGINNING OF YEAR END OF YEARINTERFUND PAYABLE 949 1,099PAUL HARRIS FUND PAYABLE 2,074 1,978 |
| Other program services Part III line 31 | SUPPORT FOR ROTARY YOUTH INTERACT AND ROTARY YOUTH PROGRAMS |