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LOS OLIVOS ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LOS OLIVOS ROTARY CLUB FOUNDATION (EIN 71-0943361)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-30
IRS object ID
202421229349200202
Schema version
2022v5.0
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)
Return2024-04-30T09:29:11-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710943361EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Los Olivos Rotary Club FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Judith CanbyInCareOfNm
Business Name ControlLOSOBusinessNameControlTxt
Foreign Phone8052458195ForeignPhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 903AddressLine1Txt
CityLos OlivosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93441ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJudith CanbyPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-04-30SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Type Of Organization OtherFoundationTypeOfOrganizationOtherDesc
Gross Receipts$50,174GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$500ContributionsGiftsGrantsEtcAmt
Program Service Revenue$500ProgramServiceRevenueAmt
Fundraising Gross Income$49,174FundraisingGrossIncomeAmt
Special Events Direct Expenses$24,861SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$24,313SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$25,313TotalRevenueAmt
Grants And Similar Amounts Paid$38,202GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$89PrintingPublicationsPostageAmt
Other Expenses Total$7,422OtherExpensesTotalAmt
Total Expenses$45,713TotalExpensesAmt
Excess Or Deficit For Year-$20,400ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$95,680NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$75,280NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$95,680BOYAmt
EOY$85,793EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$95,680BOYAmt
EOY$85,793EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$10,513EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$95,680BOYAmt
EOY$75,280EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeThe Los Olivos Rotary Club Foundation primary function is to support organizations in our community and internationally that help the youth the elderly improve health and education for all.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtForeign GrantsForeignGrantsIndProgram Service ExpensesProgramServiceExpensesAmt
International Program With the help of students from Dunn school we provided funds to build houses in Guatemala for individuals who contributed sweat equity alongside of the students doing construction of the homes$6,000Yes (X)$0
Community Service We supported the SYV Community Outreach with funding to serve meals for the elderly and handicapped thru their meals on wheels program support their veteran's program and other outreach in the community.$4,000$0
Vocational Service Awards of $8,000 in college scholarships to students of the Santa Ynez Valley High School to persue a college degree. Many of these students were the first in their families to attend college$8,000$0

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Brendan Doherty
President of Foundation1$0$0$0
Diana O'Connell
Treasurer1$0$0$0
Judith Canby
Director0.5$0$0$0
Andrew Doehr
Director0.5$0$0$0
Chris Bashforth
Director5$0$0$0
Rich Nagler
Director0.5$0$0$0
Jim Lohnas
Director0.5$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJudith CanbyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 903AddressLine1Txt
CityLos OlivosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93441ZIPCd
FieldValueIRS element (for citing)
Phone8052458195PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,389CurrentTaxYearMinus1YearAmt
Current Tax Year$500CurrentTaxYearAmt
Total$89,224TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,801CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,015CurrentTaxYearMinus1YearAmt
Current Tax Year$51,674CurrentTaxYearAmt
Total$240,124TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,545CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,944CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,404CurrentTaxYearMinus1YearAmt
Current Tax Year$52,174CurrentTaxYearAmt
Total$329,348TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,015CurrentTaxYearMinus1YearAmt
Current Tax Year$46,674CurrentTaxYearAmt
Total$218,323TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,015CurrentTaxYearMinus1YearAmt
Current Tax Year$46,674CurrentTaxYearAmt
Total$218,323TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$111,025PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,545CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,944CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,404CurrentTaxYearMinus1YearAmt
Current Tax Year$52,174CurrentTaxYearAmt
Total$329,348TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.3371PublicSupportCY509Pct
Public Support PY5090.337PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.00InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Jazz and Olive FestivalEvent1Nm
Gross Receipts Event1$49,174GrossReceiptsEvent1Amt
Charitable Contri Event1$0CharitableContriEvent1Amt
Gross Revenue Event1$49,174GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$2,004RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$6,259EntertainmentEvent1Amt
Other Direct Expenses Event1$16,598OtherDirectExpensesEvent1Amt
Gross Receipts Total$49,174GrossReceiptsTotalAmt
Charitable Contributions Tot$0CharitableContributionsTotAmt
Gross Revenue Total Events$49,174GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$2,004RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,259EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$16,598OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,861DirectExpenseSummaryEventsAmt
Net Income Summary$24,313NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, line 10| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Comunity Service Grants, First American Title School Supply, "377 1st St. Solvang CA 93463", $200.00, None| Community Service Grant, SYV Community Outreach, "164 W Hwy 246 Buellton CA 93427", $4000.00, None| Community Service Grant, SYV Botanic Garden, "PO Box 1623 Buellton CA93427", $500.00, None| Community Service Grant, People Helping People ADCAP, "545 Alisal Rd. #12 Solvang CA", $1500.00, None| Community Service Grant, Mission Santa Inez Christmas Basket, "1760 Mission Drive Solvang CA 93463", $1000.00, None| Community Service Grant, SYV Veggie Rescue, "POBox 1651 Santa Ynez CA 93460", $2000.00, None| Community Service Grant, Hillside House, "1235 Veronica Springs Rd. Santa Barbara CA 93105", $682.00, None| Community Service Grant, SYV YMCA, "900 N. Refugio Road Santa Ynez CA 93460", $500.00, None| Community Service Grant, We Support the Troops, "2020 High Meadow Road Solvang CA 93463", $500.00, None| Community Service Grant, Arts Outreach, "2948 Nojoqui Ave STE 9 Los Olivos CA 93441", $500.00, None| Community Service Grant, Friends of the Library, "1639 Copenhagen DR Solvang CA 93463", $500.00, None| Youth Service Grant, Noahs Anchorage YMCA Shelter, "301 W FIgueroa St. Santa Barbara CA 93101", $500.00, None| Youth Service Grant, Rotary Youth Leadership Awards, "1560 Sherwin Ave. Evanston IL 60201", $1320.00, None| Youth Service Grant, Youth Empowered Tutoring Program, "320 Alisal Road Solvang CA 93463", $500.00, None| Youth Service Grant, CA Rare Fruit Growers School Prog, "15150 Maricopa Hwy Ojai CA 93023", $250.00, None| Youth Service Grant, Explore Ecology SB, "302 Cota St Santa Barbara CA 93101", $250.00, None| Youth Service Grant, CASA of Santa Barbara, "6144 Calle Real #200 Goleta CA 93117", $500.00, None| Youth Service Grant, Arts Outreach, "2948 Nojoqui Los Olivos CA 93441", $500.00, None| Youth Service Grant, People Helping People Youth Counsel, "545 Alisal Road #102 Solvang CA 93463", $1000.00, None| Youth Service Grant, Boy Scouts Los Padres Council, "4000 Modoc Road #4 Santa Barbara CA 93110", $500.00, None| Vocational Service Grants, grantee, "Scholarships to SYV HS students", $8000.00, No Relationship| International Service Grants, Constru Casa, "1RA Avenida Sur #62 La Antigua Guatemala", $6000.00, None| International Service Grant, CDCA Nicaraugua, "4376 Pennington Road Rock Hill SC 29732-8159", $2000.00, None| International Service Grant, Wings Guatemala, "PO Box 1043 Pueblo CO 81002", $500.00, None| International Service Grant, Senait Center, "Fele Bldg Ethio China St. Addis Ababa", $500.00, None| International Service Grant, I Care International, "880 Bedford Rd Morris Illinois 60450", $1000.00, None| International Service Grant, Haiti Outreach Program, "8441 Wayzata Blvd Ste 118 Golden Valley MN 55246", $1000.00, None| International Service Grant, Shelterbox, "8374 Market St #203 Lakewood Ranch FL 34202", $1000.00, None| Community Service Grant, St Vincent de Paul Circle V, "Forest Rte 6N04 Santa Barbara CA 93105", $1000.00, None|
Part I, line 16| Other Expenses:, Amount:| Miscellaneous expenses including licenses fee etc, $7422.00|
Part II, line 26| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, 0, $2513| Grants Payable, 0, $8000|

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThe last Treasurer resigned from the club and moved out of town without us knowing that she had not filed the 990 or the state registration. We were unaware of this until a club member received a notice in March 2024.ExplanationTxt

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