ROTARY CLUB OF MARTINEZ FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF MARTINEZ FOUNDATION (EIN 46-1490791)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202403129349202600
Schema version
2023v5.1
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)
Return2024-11-07T14:24:48-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942590179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Krisch & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13478 Buskirk Ave Ste 215AddressLine1Txt
CityPleasant HillCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94523ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461490791EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF MARTINEZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone9252169904PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 422AddressLine1Txt
CityMARTINEZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOB BYERSPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-07SignatureDt
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 PersonARLENE K MOSE CPAPreparerPersonNm
PTINP00185575PTIN
Phone9259300902PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMARTINEZROTARY.ORG/MARTINEZ-ROTARY-FOUNDATIONWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$13,028GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$13,019ContributionsGiftsGrantsEtcAmt
Investment Income$9InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$13,028TotalRevenueAmt
Grants And Similar Amounts Paid$21,768GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$383FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$2,489OtherExpensesTotalAmt
Total Expenses$24,640TotalExpensesAmt
Excess Or Deficit For Year-$11,612ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$21,387NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,775NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$21,387BOYAmt
EOY$9,775EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,387BOYAmt
EOY$9,775EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$21,387BOYAmt
EOY$9,775EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO ADVANCE GOODWILL AND PEACE THROUGH IMPROVEMENT OF HEALTH, SUPPORT OF EDUCATION, AND ALLEVIATION OF POVERTY. PROVIDES A VEHICLE FOR TAX DEDUCTIBLE GIFTS, PROVIDING FOR INCREASED HUMANITARIAN BENEFITS IN THE AREA CHARTERED TO THE ROTARY CLUB OF MARTINEZ.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
CHARITABLE SUPPORT OF 501(C)(3) ORGANIZATIONS WHICH ARE ADVANCING HEALTH, EDUCATION, AND THE ALLEVIATION OF PROVERTY.$10,368$10,368
SCHOLARSHIPS AWARDED TO COLLEGE BOUND HIGH SCHOOLS STUDENTS BASED ON THEIR CHARACTER, ACADEMIC ACHIEVEMENT, & INVOLVEMENT IN SCHOOL AND COMMUNITY AFFAIRS.$11,400$11,400
FieldValueIRS element (for citing)
Total Program Service Expenses$21,768TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
AL MORRIS
PRESIDENT1.00$0
JAMES PORTER
Secretary1.00$0
BOB BYERS
Treasurer2.00$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
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBOB BYERSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 422AddressLine1Txt
CityMARTINEZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94523ZIPCd
FieldValueIRS element (for citing)
Phone9252169904PhoneNum
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$23,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,864CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,234CurrentTaxYearMinus1YearAmt
Current Tax Year$13,019CurrentTaxYearAmt
Total$98,789TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,864CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,234CurrentTaxYearMinus1YearAmt
Current Tax Year$13,019CurrentTaxYearAmt
Total$98,789TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$98,789PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11CurrentTaxYearMinus4YearsAmt
Current Tax Year$9CurrentTaxYearAmt
Total$20TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11CurrentTaxYearMinus4YearsAmt
Current Tax Year$9CurrentTaxYearAmt
Total$20TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,864CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,234CurrentTaxYearMinus1YearAmt
Current Tax Year$13,028CurrentTaxYearAmt
Total$98,809TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1CAMP ROYAL $1050
Other Expenses.2SUPPLIES REIMUBURSEMENTS $811
Other Expenses.3GIFTS $500
Other Expenses.4DELUXE CHECK ORDER $59
Other Expenses.5BANK FEES $44
Other Expenses.6CA ATTORNEY GENERAL ANNUAL FEE $25
STATEMENT OF ACCOMPLISHMENTS-DONATIONSTHE FOUNDATION RAISES MONEY AND MAKES CHARITABLE CONTRIBUTIONS IN ACCORANDANCE WITH THE FOLLOWING GUIDELINES:The Foundation has six major areas of focus1.Peace and conflict prevention/resolution2.Disease prevention and treatment3.Water and sanitation4.Maternal and child health5.Basic education and literacy6.Economic and community developmentTO CARRY OUT THIS MISSION, THE FOUNDATION MAKES DONATIONS TO CHARITABLE ORGANIZATIONS WHICH ENGAGE IN THE FOLLOWING ACTIVITIES1. FEEDING AT-RISK CHILDREN AND SENIORS2. PROVIDE ACADEMIC, STUDENT MENTORING, AND LEADERSHIP3. PRODUCE COMMUNITY QUALITY-OF-LIFE PROJECTS4. ADVANCE IMPROVEMENT OF HEALTH, AND ALLEVIATION OF POVERTY5. ADVANCE WORLD UNDERSTANDING AND GOODWILL
STATEMENT OF ACCOMPLISHMENTS-SCHOLARSHIPSDURING THE 2023 YEAR, THE FOUNDATION MADE DONATIONS TO EIGHT HIGH SCHOOL SENIORS WHO HAD EXCELLENT ACADEMIC RECORDS AND A HISTORY OF VOLUNTEERING IN MANY COMMUNITY SERVICE PROJECTS. THESE STUDENTS ARE CURRENTLY PURSUING A 4 YR DEGREE IN VARIOUS FIELDS AS FOLLOWS: MENDOZA STRAIGHT $ 400 ZOE HARRIS $ 1,500 JACOB EXLINE $ 1,500 MONICA MORISON $ 1,500 SARA PARRISH $ 1,500 KYLEE SCIARA $ 1,500 OLIVIA LOPEZ $ 750 ELIZABETH DEVEAUX $ 750 MADELINE ELLIOTT $ 2,000 -------- TOTAL $11,400 ========

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