LOS GATOS ROTARY SCHOLARSHIP FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOS GATOS ROTARY SCHOLARSHIP FUND (EIN 77-0508944)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-06
- IRS object ID
- 201223419349300577
- 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 | 2012-12-06T12:31:04-06:00 | 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 | LINDA L SPEICHER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6472 CAMDEN AVE STE 205 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770508944 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS GATOS ROTARY SCHOLARSHIP FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSG | NameControl |
| Phone | 4084992439 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1018 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95031 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MYRON SMITH | Name |
| Title | TREASURER LOS GATOS ROTARY | Title |
| Phone | 4084992439 | Phone |
| Date Signed | 2012-12-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA SPEICHER | Name |
| PTIN | P00409514 | PTIN |
| Phone | 4088419291 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW HOWARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1018 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 104225 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ORGANIZATION GRANTS COLLEGE SCHOLARSHIPS TO DESERVING HIGH SCHOOL STUDENTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15530 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13830 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 40643 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32054 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 56173 | TotalRevenuePriorYear |
| Total Revenue Current Year | 45884 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 32050 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 535 | OtherExpensePriorYear |
| Other Expenses Current Year | 698 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32585 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33198 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23588 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12686 | RevenuesLessExpensesCY |
| Total Assets BOY | 641438 | TotalAssetsBOY |
| Total Assets EOY | 686624 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 32500 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 641438 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 654124 | NetAssetsOrFundBalancesEOY |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 33198 | Expense |
| Grants | 32500 | Grants |
| Description | COLLEGE SCHOLARSHIPS ARE GIVEN TO DESERVING HIGH SCHOOL STUDENTS. | Description |
| Total Program Service Expense | 33198 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYRON SMITH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4084992439 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1018 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| ANDREW HOWARD | |||||
| CHAIRMAN | 0.00 | X | 0 | 0 | 0 |
| TOM O'DONNELL | |||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 |
| MIKE NORCIA | |||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 |
| BILL PICHE | |||||
| PRESIDENT EX OFFICIO | 0.00 | X | 0 | 0 | 0 |
| NORM SNYDER | |||||
| TREASURER EX OFFICIO | 0.00 | X | 0 | 0 | 0 |
| JOHN COLWELL | |||||
| EMERITUS EX OFFICIO | 0.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 13830 | AllOtherContributions |
| Total Contributions | 13830 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32707 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32707 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57688 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58341 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -653 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -653 | TotalRevenueColumn |
| Related Or Exempt Function Income | -653 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45884 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32054 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32500 | Total |
| Program Services | 32500 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 613 | Total |
| Program Services | 613 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LUNCH FOR SCHOLARSHIP R | Description |
| Total | 85 | Total |
| Program Services | 85 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33198 | Total |
| Program Services | 33198 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12040 | BOY |
| EOY | 37323 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 629398 | BOY |
| EOY | 649301 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 641438 | BOY |
| EOY | 686624 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 32500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 32500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 641438 | BOY |
| EOY | 654124 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 641438 | BOY |
| EOY | 654124 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 641438 | BOY |
| EOY | 686624 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 12686 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8691 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 574 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13831 | CurrentTaxYear |
| Total | 46826 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8691 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 574 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13831 | CurrentTaxYear |
| Total | 46826 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 46826 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33157 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32054 | CurrentTaxYear |
| Total | 163049 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 209875 | TotalSupport |
| Public Support Pertcentage170 | 0.22310 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.23010 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST SINCE ALL OF ITS CONTRIBUTIONS GO INTO AN ENDOWMENT THAT IS USED FOR SCHOLARSHIPS AND THE ONLY REASON IT DOES NOT MEET THE 33 1/3% TEST IS DUE TO THE AMOUNT OF INVESTMENT INCOME ON THE ENDOWMENT FUNDS, ALL OF WHICH ORIGINALLY CAME FROM THE GENERAL PUBLIC. SEE ALSO SCHEDULE D ATTACHED. | GeneralExplanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 641438 | BeginningOfYearBalance |
| Contributions | 13830 | Contributions |
| Investment Earnings Or Losses | 32054 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 32500 | GrantsOrScholarships |
| Administrative Expenses | 698 | AdministrativeExpenses |
| End Of Year Balance | 654124 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 617850 | BeginningOfYearBalance |
| Contributions | 15530 | Contributions |
| Investment Earnings Or Losses | 40643 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 32050 | GrantsOrScholarships |
| Administrative Expenses | 535 | AdministrativeExpenses |
| End Of Year Balance | 641438 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 585723 | BeginningOfYearBalance |
| Contributions | 575 | Contributions |
| Investment Earnings Or Losses | 64218 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 31900 | GrantsOrScholarships |
| Administrative Expenses | 766 | AdministrativeExpenses |
| End Of Year Balance | 617850 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 548386 | BeginningOfYearBalance |
| Contributions | 13229 | Contributions |
| Investment Earnings Or Losses | 54507 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 28630 | GrantsOrScholarships |
| Administrative Expenses | 1769 | AdministrativeExpenses |
| End Of Year Balance | 585723 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 45884 | TotalRevenue |
| Total Expenses | 33198 | TotalExpenses |
| Excess Or Deficit For Year | 12686 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 12686 | ExcessOrDeficitPerFS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| LOS GATOS HIGH SCHOOL - VARIOUS STUDENTS | |||||
| 20 HIGH SCHOOL CT | LOS GATOS | CA | 95030 | 21500 | SCHOLARSHIPS |
| LEIGH HIGH SCHOOL - VARIOUS STUDENTS | |||||
| 5210 LEIGH AVE | SAN JOSE | CA | 95124 | 6000 | SCHOLARSHIPS |
| INDEPENDENCE HIGH SCHOOL - VARIOUS STUDENTS | |||||
| 1776 EDUCATIONAL PARK DR | SAN JOSE | CA | 95133 | 5000 | SCHOLARSHIPS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | TREASURER REVIEWS DOCUMENT AND THEN PROVIDES TO THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| ORGANIZATION IS USING THE MODIFIED CASH METHOD OF ACCOUNTING FOR THE CURRENT YEAR TO REFLECT THE SCHOLARSHIPS FOR THIS YEAR THAT WERE PAID SHORTLY AFTER YEAR END. |