OCALA ROTARY FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OCALA ROTARY FOUNDATION INC (EIN 01-0650657)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201222279349202052
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-14T14:45:26-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORBERT J FANTE JR CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3337 SE 15TH ST | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 344714700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010650657 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCALA ROTARY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OCAL | NameControl |
| Phone | 3528174780 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 104 | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34478 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY KELLY | Name |
| Title | TREASURER | Title |
| Phone | 3528174780 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORBERT J FANTE JR | Name |
| Phone | 3526947093 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 15579 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 646 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 0 | ProgramServiceRevenue |
| Membership Dues | 0 | MembershipDues |
| Investment Income | 2923 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Gaming Gross Income | 0 | GamingGrossIncome |
| Fundraising Gross Income | 12010 | FundraisingGrossIncome |
| Special Events Direct Expenses | 1972 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 10038 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Total Revenue | 13607 | TotalRevenue |
| Grants And Similar Amounts Paid | 1400 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 36 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 61 | OtherExpensesTotal |
| Total Expenses | 1497 | TotalExpenses |
| Excess Or Deficit For Year | 12110 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 102514 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 114624 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102394 | BOY |
| EOY | 114449 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120 | BOY |
| EOY | 175 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102514 | BOY |
| EOY | 114624 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102514 | BOY |
| EOY | 114624 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | Provide Funds for other 501(c)(3) organizations | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom |
|---|
| VARIOUS CHARITIES - SCH O |
| NONE |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JONATHAN DEAN | ||||||
| 14035 NW CR 464B | MORRISTON | FL | 32668 | Pres | 1.00 | 0 |
| GARY SIMONS | ||||||
| 121 NW 3RD ST | OCALA | FL | 34475 | VP | 1.00 | 0 |
| KATHRYN KELLY | ||||||
| 3821 NE 19TH CIRCLE | OCALA | FL | 34470 | Treas | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHRYN KELLY | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3821 NE 19TH ST | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3528174780 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5066 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1363 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1400 | CurrentTaxYear |
| Total | 49166 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5066 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1363 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1400 | CurrentTaxYear |
| Total | 49166 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 49166 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2147 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 810 | CurrentTaxYearMinus1Year |
| Total | 5553 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2147 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 810 | CurrentTaxYearMinus1Year |
| Total | 5553 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22317 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17946 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9617 | CurrentTaxYearMinus1Year |
| Total | 66301 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121020 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.40630 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.42750 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04590 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04020 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| Facts And Circumstances Test | OTHER INCOME PART III, LINE 12; DESCRIPTION: FUNDRAISING; 2007: 22317.; 2008: 17946.; 2009: 16421.; 2010: 9617.; | FactsAndCircumstancesTest |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt III, Line 31 | See Sch O |
| Form 990EZ, Part I, Line 10 | MEDICAL SUPPLIES MEDICAL MERCY SHIPS NONE 700. SHELTER FOR HOMELESS HOUSING SHELTER BOX USA NONE 200. LAW ENFORCEMENT GRATITUDE GRATITUDE OCALA/SILVER SPRINGS ROTARY NONE 500. |
| Form 990EZ, Part I, Line 16 | STATE REGISTRATION 61. |