ROTARY CLUB OF WINTERS COMMUNITY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF WINTERS COMMUNITY FOUNDATION (EIN 94-3240602)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201311339349101536
- Schema version
- 2011v1.5
- 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-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T11:51:55-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela A Mainini CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 Kennedy Pl Ste 2 | AddressLine1 |
| City | Davis | City |
| State | CA | State |
| ZIP Code | 95616 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943240602 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF WINTERS | BusinessNameLine1 |
| Business Name Line2 | COMMUNITY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 5307954131 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 565 | AddressLine1 |
| City | WINTERS | City |
| State | CA | State |
| ZIP Code | 95694 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE SEBASTIAN | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA A MAININI CPA | Name |
| Phone | 5307583653 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 46295 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3211 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 24 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 24 | InterestOnSavingsAdjNetIncm |
| Other Income Rev And Expnss | 15669 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 18904 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 24 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 550 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 26 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 5393 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 5969 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14744 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14744 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20713 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14744 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1809 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24 | NetInvestmentIncome |
| Adjusted Net Income | 24 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12454 | CashBOY |
| Cash EOY | 10645 | CashEOY |
| Cash EOYFMV | 10645 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 35650 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 35650 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 35650 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 48104 | TotalAssetsBOY |
| Total Assets EOY | 46295 | TotalAssetsEOY |
| Total Assets EOYFMV | 46295 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 48104 | UnrestrictedBOY |
| Unrestricted EOY | 46295 | UnrestrictedEOY |
| Total Net Assets BOY | 48104 | TotalNetAssetsBOY |
| Total Net Assets EOY | 46295 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 48104 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 46295 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 48104 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1809 | ExcessOfRevenueOverExpenses |
| Subtotal | 46295 | Subtotal |
| Total Net Assets Fund Balances EOY | 46295 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE SEBASTIAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5307952329 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 565 | AddressLine1 |
| City | DAVIS | City |
| State | CA | State |
| ZIP Code | 95694 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JOE TROTTER | ||||||
| PO BOX 565 | DAVIS | CA | 95694 | Director | 2.00 | 0 |
| JOHN DONLEVY | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | Director | 2.00 | 0 |
| ED ANDERSON | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | Director | 2.00 | 0 |
| CHRIS JONES | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | Vice President | 2.00 | 0 |
| HAROLD ANDERSEN | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | Director | 2.00 | 0 |
| VIONA HAGUE | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | Secretary | 2.00 | 0 |
| MIKE SEBASTIAN | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | Treasurer | 2.00 | 0 |
| BEV WARNER | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | Past President | 2.00 | 0 |
| LARRY JUSTUS | ||||||
| PO BOX 565 | WINTERS | CA | 95694 | President | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 47200 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 47200 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 47200 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 708 | CashDeemedCharitable |
| Net Noncharitable Assets | 46492 | NetNoncharitableAssets |
| Minimum Investment Return | 2325 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2325 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 2325 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2325 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2325 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14744 | ExpensesAndContributions |
| Qualifying Distributions | 14744 | QualifyingDistributions |
| Adj Qualifying Distributions | 14744 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2325 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 14070 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6590 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 17989 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12491 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 51140 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14744 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2325 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12419 | RemainingDistriFromCorpus |
| Total Corpus | 63559 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 63559 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 14070 | ExcessFromYear4 |
| Excess From Year3 | 6590 | ExcessFromYear3 |
| Excess From Year2 | 17989 | ExcessFromYear2 |
| Excess From Year1 | 12491 | ExcessFromYear1 |
| Excess From Current Year | 12419 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WINTERS YOUTH DAY | |||||||
| 11 MAIN STREET | WINTERS | CA | 95694 | NONE | 501(c)(3) | SCHOLARSHIP | $500 |
| WINTERS VOLUNTEER FIRE ASSOCIATION | |||||||
| 10 ABBEY STREET | WINTERS | CA | 95694 | NONE | 501(c)(3) | OPERATING SUPPORT | $250 |
| WINTERS HIGH SCHOOL | |||||||
| 101 GRANT AVE | WINTERS | CA | 95694 | NONE | 501(c)(3) | SCHOLARSHIP | $200 |
| STUDENT OF THE MONTH | |||||||
| 101 GRANT AVE | WINTERS | CA | 95694 | NONE | 501(c)(3) | SCHOLARSHIP | $289 |
| ROTARY INTERNATIONAL - TANZANIA | |||||||
| 1560 SHERMAN AVE | EVANSTION | IL | 60201 | RELATED CORPORATIONS | 501(c)(3) | INTERNATIONAL PROJECTS | $3,266 |
| ROTARY INTERNATIONAL | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | RELATED CORPORATIONS | 501(c)(3) | HOUSING | $4,000 |
| CECIL PADILLA | |||||||
| PO BOX 565 | WINTERS | CA | 95695 | NONE | IND | DISASTER RELIEF | $249 |
| CAMP ROYAL | |||||||
| BAR 717 RANCH STAR ROUTE BOX 150 | HAYFORK | CA | 96041 | RELATED CORPORATIONS | 501(c)(3) | CHILDREN'S CAMP SUPPORT | $1,590 |
| AUDREY HYER | |||||||
| 909 W GRANT AVE | WINTERS | CA | 95694 | NONE | IND | SCHOLARSHIP | $1,000 |
| RAEANN CARPENTER | |||||||
| 909 W GRANT AVE | WINTERS | CA | 95694 | NONE | IND | SCHOLARSHIP | $1,000 |
| KEVIN HYDE | |||||||
| 909 W GRANT AVE | WINTERS | CA | 95694 | NONE | IND | SCHOLARSHIP | $1,000 |
| LILIANA MUNOZ | |||||||
| 909 W GRANT AVE | WINTERS | CA | 95694 | NONE | IND | SCHOLARSHIP | $1,000 |
| WINTERS SCHOOL DISTRICT | |||||||
| 909 W GRANT AVE | WINTERS | CA | 95694 | NONE | 501(c)(3) | EDUCATION | $250 |
| CITY OF WINTERS | |||||||
| 318 FIRST ST | WINTERS | CA | 95694 | NONE | 501(c)(3) | COMMUNITY GRANT | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14744 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $10,266 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEE REFUND | Description |
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,300 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10300 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | true | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERS ROTARY CLUB | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(c)(4) | TypeOfOrganization |
| Description Of Relationship | SHARED BOARD OF DIRECTORS | DescriptionOfRelationship |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $550 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Special Event Expenses | Description |
| Revenue And Expenses Per Books | 5393 | RevenueAndExpensesPerBooks |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| Income From Special Events | 15659 |
| FILING FEE REFUND | 10 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| REGISTRY | $25 |
| IRS | $1 |