THE FOUNDATION OF BONITA NAPLES ROTARY CLUB INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE FOUNDATION OF BONITA NAPLES ROTARY CLUB INC (EIN 59-3607602)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-07-26
IRS object ID
202412089349301121
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)
Return2024-07-26T15:19:45-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472005336PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VIDUSSI MAKARA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11361 ROYAL PALM SQUARE BLVD STE 1AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33919ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593607602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION OF BONITA NAPLESBusinessNameLine1Txt
Business Name Line2ROTARY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1989AddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP341331989ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLIN DWORKINPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2024-07-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK MAKARA CPAPreparerPersonNm
PTINP00005590PTIN
Phone2392780762PhoneNum
Preparation2024-07-26PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLIN DWORKINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line128702 MEGAN DRIVEAddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34135ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$94,070GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1999FormationYr
Activity Or MissionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ASSIST VARIOUS SOUTHWEST FLORIDA CHARITABLE ORGANIZATIONS AND PROVIDE SCHOLARSHIPS TO STUDENTSActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$75,011PYContributionsGrantsAmt
CY Contributions Grants$78,281CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$16,734PYInvestmentIncomeAmt
CY Investment Income$15,789CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$91,745PYTotalRevenueAmt
CY Total Revenue$94,070CYTotalRevenueAmt
PY Grants And Similar Paid$39,531PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$27,372CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$69,197PYOtherExpensesAmt
CY Other Expenses$80,931CYOtherExpensesAmt
PY Total Expenses$108,728PYTotalExpensesAmt
CY Total Expenses$108,303CYTotalExpensesAmt
PY Revenues Less Expenses-$16,983PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$14,233CYRevenuesLessExpensesAmt
Total Assets BOY$451,898TotalAssetsBOYAmt
Total Assets EOY$468,991TotalAssetsEOYAmt
Total Liabilities EOY$917TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$451,898NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$468,074NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATIONS'S MISSION IS TO ASSIST VARIOUS CHARITABLE AND SCHOLASTIC COMMUNITY ORGANIZATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$87,319ExpenseAmt
Grant$27,372GrantAmt
DescSCHOLARSHIPS AWARDED TO COLLEGE STUDENTSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$20,984ExpenseAmt
DescMISCELLANEOUS FEES AND OFFICE EXPENSESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$20,984TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$108,303TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKIM ANDERSONPersonNm
Phone2395606621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128702 MEGAN DRIVEAddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34135ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SAM BLACK
VICE PRESIDEYes (X)Yes (X)$0$0$0
LIN DWORKIN
TREASURERYes (X)Yes (X)$0$0$0
DEE FABRY
DIRECTORYes (X)$0$0$0
JIM FABRY
PRESIDENTYes (X)Yes (X)$0$0$0
ART NOR
DIRECTORYes (X)$0$0$0
BRAD ROBINSON
DIRECTORYes (X)$0$0$0
JOHN WHARTON
SECRETARYYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$78,281AllOtherContributionsAmt
Total Contributions$78,281TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,789TotalRevenueColumnAmt
Exclusion$15,789ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,070TotalRevenueColumnAmt
Exclusion$15,789ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$12,372TotalAmt
Program Services$12,372ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Program Services$15,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,088TotalAmt
Program Services$1,088ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,403TotalAmt
Program Services$4,403ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,265TotalAmt
Program Services$2,265ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,316TotalAmt
Program Services$14,316ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
EVENT EXPENSES$47,410$47,410
DICTIONARIES$11,326$11,326
LICENSES$123$123

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$108,303TotalAmt
Program Services$108,303ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,958BOYAmt
EOY$14,507EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$437,940BOYAmt
EOY$454,484EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$451,898BOYAmt
EOY$468,991EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$917EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$917EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$451,898BOYAmt
EOY$468,074EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$451,898BOYAmt
EOY$468,074EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$451,898BOYAmt
EOY$468,991EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$14,233ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$30,409NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$52,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,520CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,011CurrentTaxYearMinus1YearAmt
Current Tax Year$78,281CurrentTaxYearAmt
Total$290,966TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,520CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,011CurrentTaxYearMinus1YearAmt
Current Tax Year$78,281CurrentTaxYearAmt
Total$290,966TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$290,966PublicSupportTotal509Amt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,340CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,068CurrentTaxYearMinus1YearAmt
Current Tax Year$14,789CurrentTaxYearAmt
Total$43,046TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,392CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,860CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,079CurrentTaxYearMinus1YearAmt
Current Tax Year$93,070CurrentTaxYearAmt
Total$334,012TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87110PublicSupportCY509Pct
Public Support PY5090.87190PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescTRUIST 6178Desc
Amt$917Amt
FieldValueIRS element (for citing)
Total Liability$917TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$94,070TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$94,070RevenueSubtotalAmt
Total Revenue Per Form990$94,070TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$108,303TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$108,303ExpensesSubtotalAmt
Total Expenses Per Form990$108,303TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VARIOUS COMMUNITY ORGANIZATIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Cash Grant$12,372CashGrantAmt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Cash Grant$15,000CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DMISCELLANEOUS FEES AND OFFICE EXPENSES
FORM 990, PART VITHE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON REQUEST
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS REVIEWED BY ALL BOARD MEMBERS BEFORE MAILING.
FORM 990, PAGE 6, PART VI, LINE 19ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION ON REQUEST

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