STRATEGY STUDIO / PUBLIC DATA EXPLORER

OCEANSIDE ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
OCEANSIDE ROTARY CLUB FOUNDATION (EIN 33-0689355)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-10-31
IRS object ID
201233059349200318
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

FieldValueIRS element (for citing)
Timestamp2012-10-31T10:19:28-07:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate
Return Type990EZReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN330689355EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Oceanside Rotary Club FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlOCEANameControl
Phone7607227686Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 540AddressLine1
CityOceansideCity
StateCAState
ZIP Code92049ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLeslie C NewquistName
TitleChief Financial OffTitle
Date Signed2012-10-31DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts Less Than25000XGrossReceiptsLessThan25000
Gross Receipts16362GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc2527ContributionsGiftsGrantsEtc
Investment Income13835InvestmentIncome
Cost Other Basis And Sales Expenses0CostOtherBasisAndSalesExpenses
Fundraising Gross Income0FundraisingGrossIncome
Special Events Direct Expenses0SpecialEventsDirectExpenses
Cost Of Goods Sold0CostOfGoodsSold
Total Revenue16362TotalRevenue
Other Expenses Total125OtherExpensesTotal
Total Expenses125TotalExpenses
Excess Or Deficit For Year16237ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY286291NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY302528NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY286291BOY
EOY302463EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY65EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY286291BOY
EOY302528EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY286291BOY
EOY302528EOY
FieldValueIRS element (for citing)
Primary Exempt PurposeContribute to Oceanside community needs in support of the general welfare of the City.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomEndowment fund has just reached the balance that gifting can commence. Gifting will occur in the subsequent year.DescriptionProgramServiceAccom

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Richard Young
1854 Poumele WayOceansideCA92054Director00
Leslie C Newquist
7922 La Capela PlaceCarlsbadCA92009Treasurer2.000
Thomas Nunan Jr
1820 Hunsaker StreetOceansideCA92054Vice President00
James Schroder
4020 Wooster DriveOceansideCA92056Director00
Rudy Van Hunnick
4940 Lassen DriveOceansideCA92056Director00
Graham Fraser
2119 Oceanview RoadOceansideCA92056President & CEO2.000
Therese H Hall
4285 Sunnyhill DrCarlsbadCA92008Director00
Renee Richardson
720 Silver DriveVistaCA92083Secretary2.000
Werner von Gundell
3574 Gopher Canyon RdOceansideCA92084Director00
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously RptfalseActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc DocfalseMadeChangesToOrgnzngEtcDoc
Organization Had UBIfalseOrganizationHadUBI
Organization Filed990 TfalseOrganizationFiled990T
Subject To Proxy TaxfalseSubjectToProxyTax
Organization Dissolved EtcfalseOrganizationDissolvedEtc
Did Org File Form1120 POL This YearfalseDidOrgFileForm1120POLThisYear
Made Loans To From OfficersfalseMadeLoansToFromOfficers
Initiation Fees And Capital Contri0InitiationFeesAndCapitalContri
Gross Receipts For Public Use0GrossReceiptsForPublicUse
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTrans
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLeslie C NewquistNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 540AddressLine1
CityOceansideCity
StateCAState
ZIP Code920490540ZIPCode
FieldValueIRS element (for citing)
Telephone Number7607227686TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccount
Foreign OfficefalseForeignOffice
Maintain Any Donor Advised FundsfalseMaintainAnyDonorAdvisedFunds
Does Org Have HospitalfalseDoesOrgHaveHospital
Tanning Services ProvidedfalseTanningServicesProvided
Form720 FiledfalseForm720Filed
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction With Control EntityfalseTransactionWithControlEntity
Engage Political Cmpgn ActivitiesfalseEngagePoliticalCmpgnActivities
Engage In Lobbying ActivitiesfalseEngageInLobbyingActivities
Operating SchoolfalseOperatingSchool
Trnsfrs Exempt Non Char Related OrgfalseTrnsfrsExemptNonCharRelatedOrg
Related Org Section527 OrgfalseRelatedOrgSection527Org
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule AtrueFiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8156CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3409CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years105057CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year54775CurrentTaxYearMinus1Year
Current Tax Year2527CurrentTaxYear
Total173924Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8156CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3409CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years105057CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year54775CurrentTaxYearMinus1Year
Current Tax Year2527CurrentTaxYear
Total173924Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total0AmountsSubstContributorsTotal
Public Support Total170173924PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7687CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8033CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8573CurrentTaxYearMinus2Years
Total24293Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support198217TotalSupport
Public Support Pertcentage1700.87740PublicSupportPertcentage170
Public Support Pertcent Prior Year0.87890PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990-EZ, Part II, Line 24.1011Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $65
Form 990-EZ, Part I, Line 16.2Other Expenses.2FTB Filing fees $35
Form 990-EZ, Part I, Line 16.1Other Expenses.1Miscellaneous $90