ROTARY DISTRICT 5330 FOUNDATION: Form 990, tax year 2011
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- Organization
- ROTARY DISTRICT 5330 FOUNDATION (EIN 33-0234683)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-12
- IRS object ID
- 201243179349302919
- 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 | 2012-11-12T18:04:13-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770549163 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOREN MCADAM CHRISTENSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2068 ORANGE TREE LANE SUITE 100 | AddressLine1 |
| City | REDLANDS | City |
| State | CA | State |
| ZIP Code | 92374 | 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 | 330234683 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY DISTRICT 5330 FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 9097982222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2068 ORANGE TREE LANE SUITE 100 | AddressLine1 |
| City | REDLANDS | City |
| State | CA | State |
| ZIP Code | 923744555 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH N GODDARD III | Name |
| Title | TREASURER | Title |
| Phone | 9097982222 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH N GODDARD III | Name |
| PTIN | P00083054 | PTIN |
| Phone | 9097982222 | Phone |
| 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 | KENNETH N GODDARD III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2068 ORANGE TREE LANE STE 100 | AddressLine1 |
| City | REDLANDS | City |
| State | CA | State |
| ZIP Code | 92374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 237911 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ROTARY5330.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO COORDINATE CHARITABLE ACTIVITIES WITHIN DISTRICT NO. 5330. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 235656 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 52963 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 91688 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3672 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 327344 | TotalRevenuePriorYear |
| Total Revenue Current Year | 56635 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 164242 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 119714 | 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 | 23564 | OtherExpensePriorYear |
| Other Expenses Current Year | 28188 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 187806 | TotalExpensesPriorYear |
| Total Expenses Current Year | 147902 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 139538 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -91267 | RevenuesLessExpensesCY |
| Total Assets BOY | 546043 | TotalAssetsBOY |
| Total Assets EOY | 454776 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 546043 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 454776 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO COORDINATE CHARITABLE ACTIVITIES WITHIN DISTRICT NO. 5330 WHICH WILL BENEFIT DISASTER RELIEF, HUMANITARIAN, HEALTH, AND HUNGER ISSUES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 124109 | Expense |
| Grants | 99814 | Grants |
| Revenue | 52966 | Revenue |
| Description | THE ORGANIZATION PROVIDES GRANTS AND SERVICES TO REGIONS SUFFERING FROM HUMANITARIAN, HEALTH, AND HUNGER ISSUES. IN 2011, THE ORGANIZATION PROVIDED GRANTS TO ROTARY INTERNATIONAL FOUNDATION WHICH PROVIDES RELIEF TO OTHER REGIONS SUFFERING FROM HUMANITARIAN, HEALTH AND HUNGER ISSUES. THE ORGANIZATION ALSO PROVIDED FUNDS AND SERVICES TO ODUWORO, UGANDA TO AID THE REGION IN BECOMING SELF-SUFFICIENT. VOLUNTEERS DRILLED AND REPAIRED WELLS AND REPAIRED THE MEDICAL CLINIC. THE ORGANIZATION ALSO PROVIDED FRUIT TREES AND HONEY BEES AND SENT VILLAGE MEMBERS TO BE TRAINED AT AN ADVANCED FARMING FACILITY. LIGHTING, MOSQUITO NETS, AND SCHOOL BOOKS WERE ALSO PROVIDED TO THE VILLAGE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 19900 | Expense |
| Grants | 19900 | Grants |
| Description | ROTARY FRIENDS - LOCAL ROTARY CLUBS APPLY FOR GRANTS WHICH WILL BE USED TO ASSIST LOCAL YOUTH GROUPS IN PARTICIPATING IN EVENTS SPECIFCALLY GEARED TOWARDS INTERACTION WITH SENIOR CITIZENS OR HANDICAPPED CITIZENS. PAST EVENTS HAVE INCLUDED:HOLIDAY CELEBRATIONS AT SKILLED NURSING FACILITIES, A SENIOR'S PROM, WINTER FESTIVALS, INSPECTION, REPAIR AND INSTALLATION OF SMOKE DETECTORS FOR NEEDY SENIORS IN MODULAR HOUSING, AND PROVIDING BLANKETS AND EDUCATIONAL MATERIALS TO SENIORS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 144009 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | 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 |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | KENNETH N GODDARD III | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9097982222 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2068 ORANGE TREE LANE STE 100 | AddressLine1 |
| City | REDLANDS | City |
| State | CA | State |
| ZIP Code | 92374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| GEORGE STEELE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOE LAGUESS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK KNIGHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RED PERYEA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN KEAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVE COLEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM MCCALLUM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NEAL DEWING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARRIE ALLAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE WALLACE | ||||||
| GOVERNOR & PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| PHIL SAVAGE III | ||||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| MILT LEVINSON | ||||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| ANNE MARIE DUNCAN | ||||||
| VICE PRESIDENT, ROTARY FRI | 1.00 | 0 | 0 | 0 | X | |
| RICHARD LEMIRE | ||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| KEN GODDARD | ||||||
| CHIEF FINANCIAL OFFICER/TR | 1.00 | 0 | 0 | 0 | X | |
| KIRK STITT | ||||||
| VP/ASSISTANT TREASURER | 1.00 | 0 | 0 | 0 | X | |
| RICH DELL'ACQUA | ||||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| 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 | 52963 | AllOtherContributions |
| Total Contributions | 52963 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14153 | TotalRevenueColumn |
| Exclusion | $14,153 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 170795 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 181276 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -10481 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10481 | TotalRevenueColumn |
| Exclusion | -$10,481 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56635 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,672 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119714 | Total |
| Program Services | 119714 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3819 | Total |
| Management And General | 3819 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ODUWORO PROJECTS | 24295 | 24295 | |
| FILING FEES | 74 | 74 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147902 | Total |
| Program Services | 144009 | ProgramServices |
| Management And General | 3893 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69066 | BOY |
| EOY | 12849 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73505 | BOY |
| EOY | 53918 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403472 | BOY |
| EOY | 388009 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 546043 | BOY |
| EOY | 454776 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 2899 | BOY |
| EOY | 2954 | 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 | 543144 | BOY |
| EOY | 451822 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 546043 | BOY |
| EOY | 454776 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 546043 | BOY |
| EOY | 454776 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -91267 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| 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 | 118790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 96753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 235656 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52966 | CurrentTaxYear |
| Total | 548064 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 96753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 235656 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52966 | CurrentTaxYear |
| Total | 548064 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 234126 | AmountsSubstContributorsTotal |
| Public Support Total170 | 313938 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19558 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 91688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3670 | CurrentTaxYear |
| Total | 138802 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 686866 | TotalSupport |
| Public Support Pertcentage170 | 0.45710 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49490 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 412158 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3540 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 19900 | GrantsOrScholarships |
| Administrative Expenses | 3819 | AdministrativeExpenses |
| End Of Year Balance | 391979 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 337346 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 91682 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11700 | GrantsOrScholarships |
| Administrative Expenses | 5170 | AdministrativeExpenses |
| End Of Year Balance | 412158 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 351124 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7294 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17118 | GrantsOrScholarships |
| Administrative Expenses | 3954 | AdministrativeExpenses |
| End Of Year Balance | 337346 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 468644 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -82461 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 31210 | GrantsOrScholarships |
| Administrative Expenses | 3849 | AdministrativeExpenses |
| End Of Year Balance | 351124 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE USE OF THE FUNDS IS DESIGNATED FOR "ROTARY FRIENDS" PROJECTS INVOLVING YOUTH HELPING AND ASSISTING SENIOR OR HANDICAPPED PERSONS TO LIVE MORE SATISFYING AND FULLER LIVES. GRANTS ARE ALLOCATED TO LOCAL ROTARY CLUBS AND ARE LIMITED TO 3% - 6% OF THE VALUE OF THE ENDOWMENT AT THE BEGINNING OF THE YEAR. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | THE ORGANIZATION PROVIDED FARMING/GARDENING EQUIPMENT, TOOLS, SUPPLIES, AND VOCATIONAL TRAINING TO HELP ODUWORO VILLAGE BECOME SELF-SUFFICIENT. | SpecificServicesProvided |
| Total Expenditures | 24295 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 24295 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 24295 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| BEES, SEEDS, GARDENING TOOLS, EQUIPMENT, MOSQUITO NETS, SUPPLIES AND SCHOOL FEES. | SUB-SAHARAN AFRICA | 100 | 21195 | CASH PAID FOR ITEMS IS REIMBURSED BY THE ORGANIZATION USING A CHECK |
| EDUCATIONAL SCHOLARSHIPS PAID DIRECTLY TO EDUCATIONAL ORGANIZATION. | SUB-SAHARAN AFRICA | 5 | 3100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: A COMMITTEE DETERMINES THE NEEDS OF THE ODUORO VILLAGE, REVIEWS RECEIPTS AND INVOICES FOR THE EXPENDITURES, AND COVERS EXEPNSES USED ONLY FOR THE DIRECT BENEFIT OF THE VILLAGE AS PRE-DETERMINED BY THE COMMITTEE. ACTUAL INVOICES AND RECEIPTS ARE RETAINED AS PART OF THE ORGANIZATION'S ACCOUNTING RECORDS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| ROTARY INTERNATIONAL FOUNDATION | |||||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | 361707667 | 501(C)(4) | 99814 | N/A | N/A | HUMANITARIAN RELIEF |
| (no name) | |||||||||
| YOUTH GROUP SUPPORT OF ELDERLY AND DISABLED PERSONS | |||||||||
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: COORDINATION WITH THE ROTARY CLUB IN RECEIPT OF THE GRANT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KEN GODDARD, CHIEF FINANCIAL OFFICER/TREASURER, AND KIRK STITT, VP/ASSISTANT TREASURER, ARE OWNERS IN THE SAME BUSINESS, EACH OWNING MORE THAN 10%. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED DURING ONE OF THE QUARTERLY BOARD MEETINGS. IT IS ALSO AVAILABLE ON THE DISTRICT WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |