ROTARY CLUB OF BENICIA FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF BENICIA FOUNDATION (EIN 68-0484934)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-19
IRS object ID
202413249349300636
Schema version
2023v5.0
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)
Return2024-11-19T16:34:26-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680402428PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AYCOCK AND EDGMON CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 637AddressLine1Txt
CityFERNDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP955360637ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680484934EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF BENICIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone7075903195PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 421AddressLine1Txt
CityBENICIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94510ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE MCCLUREPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACEY R EDGMONPreparerPersonNm
PTINP00128058PTIN
Phone7077869798PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerASHLEY HARRELPrincipalOfficerNm
Gross Receipts$53,274GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BENICIAROTARY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$17,797PYContributionsGrantsAmt
CY Contributions Grants$16,718CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$9PYInvestmentIncomeAmt
CY Investment Income$9CYInvestmentIncomeAmt
PY Other Revenue$28,915PYOtherRevenueAmt
CY Other Revenue$19,049CYOtherRevenueAmt
PY Total Revenue$46,721PYTotalRevenueAmt
CY Total Revenue$35,776CYTotalRevenueAmt
PY Grants And Similar Paid$34,632PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,866CYGrantsAndSimilarPaidAmt
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$2,249PYOtherExpensesAmt
CY Other Expenses$1,387CYOtherExpensesAmt
PY Total Expenses$36,881PYTotalExpensesAmt
CY Total Expenses$36,253CYTotalExpensesAmt
PY Revenues Less Expenses$9,840PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$477CYRevenuesLessExpensesAmt
Total Assets BOY$82,423TotalAssetsBOYAmt
Total Assets EOY$81,946TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$82,423NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$81,946NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$10,626ExpenseAmt
Grant$10,100GrantAmt
DescGRANTS TO LIBERTY HIGH SCOOL FOR PROJECTS FOR CHALLENGED STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$24,766ExpenseAmt
Grant$24,766GrantAmt
DescDONATIONS TO LOCAL CHARITIESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$35,392TotalProgramServiceExpensesAmt
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 LiabilitiesfalseReportOtherLiabilitiesInd
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 ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
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 RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEVE MCCLUREPersonNm
Phone7077430143PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 421AddressLine1Txt
CityBENICIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94510ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ASHLEY HARREL
PRESIDENT2.00Yes (X)$0$0$0
STEVE MCCLURE
TREASURER3.00Yes (X)$0$0$0
DIPAK PATEL
PRESIDENT EL2.00Yes (X)$0$0$0
JIM LESSENGER
SECRETARY2.00Yes (X)$0$0$0
DIPAK PATEL
PAST PRESIDE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$16,718AllOtherContributionsAmt
Total Contributions$16,718TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9TotalRevenueColumnAmt
Exclusion$9ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$36,547FundraisingGrossIncomeAmt
Fundraising Direct Expenses$17,498FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,049TotalRevenueColumnAmt
Exclusion$2,512ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,776TotalRevenueColumnAmt
Exclusion$2,521ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$34,866TotalAmt
Program Services$34,866ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Management And General$350ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$526$526
BANK CHARGES$461$461
DUES AND FEES$50$50

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,253TotalAmt
Program Services$35,392ProgramServicesAmt
Management And General$861ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$82,323BOYAmt
EOY$81,846EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$82,423BOYAmt
EOY$81,946EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$82,423BOYAmt
EOY$81,946EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,423BOYAmt
EOY$81,946EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,423BOYAmt
EOY$81,946EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$477ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$7,783CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,633CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,911CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,797CurrentTaxYearMinus1YearAmt
Current Tax Year$16,718CurrentTaxYearAmt
Total$104,842TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,492CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,561CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,107CurrentTaxYearMinus1YearAmt
Current Tax Year$31,553CurrentTaxYearAmt
Total$158,279TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$3,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$340CurrentTaxYearMinus1YearAmt
Current Tax Year$4,994CurrentTaxYearAmt
Total$9,277TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,275CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,244CurrentTaxYearMinus1YearAmt
Current Tax Year$53,265CurrentTaxYearAmt
Total$272,398TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$272,398PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9CurrentTaxYearMinus1YearAmt
Current Tax Year$9CurrentTaxYearAmt
Total$30TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9CurrentTaxYearMinus1YearAmt
Current Tax Year$9CurrentTaxYearAmt
Total$30TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,197CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,426CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,253CurrentTaxYearMinus1YearAmt
Current Tax Year$53,274CurrentTaxYearAmt
Total$272,428TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$31,553GrossReceiptsEvent1Amt
Gross Revenue Event1$31,553GrossRevenueEvent1Amt
Rent Facility Costs Event1$7,428RentFacilityCostsEvent1Amt
Food And Beverage Event1$924FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$6,664OtherDirectExpensesEvent1Amt
Gross Receipts Total$31,553GrossReceiptsTotalAmt
Gross Revenue Total Events$31,553GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$7,428RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$924FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$6,664OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,016DirectExpenseSummaryEventsAmt
Net Income Summary$16,537NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Cash GrantCashGrantAmt
BOARD DISCRETIONARY
$15,085
LIBERTY HIGH SCHOOL
$10,100

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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