SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION (EIN 77-0384501)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202221339349204292
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-05-13T14:58:22-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770418724PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1C&D LLP CPAS & ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1690 ALAMO PINTADO RDAddressLine1Txt
CitySOLVANGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93463ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770384501EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA YNEZ VALLEY ROTARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8056885505PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 121AddressLine1Txt
CitySOLVANGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93464ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE DUGANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8056885505PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOEPersonFirstNm
Person LastDUGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN B PALMERPreparerPersonNm
PTINP00080046PTIN
Phone8056885505PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$11,965GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$1,652ContributionsGiftsGrantsEtcAmt
Investment Income$10,313InvestmentIncomeAmt
Total Revenue$11,965TotalRevenueAmt
Grants And Similar Amounts Paid$23,048GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$543FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$5,474OtherExpensesTotalAmt
Total Expenses$29,065TotalExpensesAmt
Excess Or Deficit For Year-$17,100ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$349,454NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$332,354NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$349,454BOYAmt
EOY$332,354EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$349,454BOYAmt
EOY$332,354EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$349,454BOYAmt
EOY$332,354EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE FUNDING FOR VARIOUS CHARITIES, BOTH LOCALLY AND INTERNATIONALLY. THE PROGRAMS SPECIFICALLY INCLUDE BUT ARE NOT LIMITED TO EDUCATIONAL SUPPORT, SCHOLARSHIPS, COMMUNITY PROJECTS, PROGRAMS FOR YOUTH, SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGES AND OTHER HEALTH AND HUMANITARIAN NEEDS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
STUDENT SCHOLARSHIPSTHE SCHOLARSHIPS ARE AWARDED BASED UPON BOTH MERIT AND NEED. SCHOLARSHIPS ARE AWARDED TO STUDENTS IN THE LOCAL AREA. DURING THE FISCAL YEAR 4 STUDENTS RECEIVED SCHOLARSHIPS.$5,000$0
SUPPPORT FOR LOCAL SENIOR CENTER$1,000$0
SUPPORT FOR LOCAL CHARITIES$17,048$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOE DUGAN
PRESIDENT1.00$0$0$0
RANDY JONES
TREASURER1.00$0$0$0
DAVID WYATT
DIRECTOR1.00$0$0$0
EMMA TORRES
DIRECTOR1.00$0$0$0
MICHELINE HUGHES
SECRETARY1.00$0$0$0
GARY SCHOEN
DIRECTOR1.00$0$0$0
RICHARD BARCA
VICE-PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJEFFREY LITTLEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11603 COPENHAGEN DRIVE STE 5AddressLine1Txt
CitySOLVANGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93463ZIPCd
FieldValueIRS element (for citing)
Phone8056865766PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)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$56,525CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,876CurrentTaxYearMinus1YearAmt
Current Tax Year$1,652CurrentTaxYearAmt
Total$234,936TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,355CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,356CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,912CurrentTaxYearMinus1YearAmt
Total$224,398TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,880CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,756CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,788CurrentTaxYearMinus1YearAmt
Current Tax Year$1,652CurrentTaxYearAmt
Total$459,334TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,100CurrentTaxYearMinus2YearsAmt
Current Tax Year$1,600CurrentTaxYearAmt
Total$7,325TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,000CurrentTaxYearMinus2YearsAmt
Total$13,000TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,100CurrentTaxYearMinus2YearsAmt
Current Tax Year$1,600CurrentTaxYearAmt
Total$20,325TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$439,009PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,412CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,750CurrentTaxYearMinus1YearAmt
Current Tax Year$10,313CurrentTaxYearAmt
Total$55,553TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,412CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,750CurrentTaxYearMinus1YearAmt
Current Tax Year$10,313CurrentTaxYearAmt
Total$55,553TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$122,292CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$116,215CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$136,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,538CurrentTaxYearMinus1YearAmt
Current Tax Year$11,965CurrentTaxYearAmt
Total$514,887TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.85260PublicSupportCY509Pct
Public Support PY5090.85340PublicSupportPY509Pct
Investment Income CY0.10790InvestmentIncomeCYPct
Investment Income PY0.09420InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 12. DESCRIPTION: DIVIDEND. AMOUNT: 3,973. DESCRIPTION: LT CG DISTRIBUTIONS. AMOUNT: 6,328. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 10,313.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SOLVANG THEATERFEST. GRANTEE ADDRESS: PO BOX 917 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/08/21. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: BUELLTON SENIOR CENTER. GRANTEE ADDRESS: PO BOX 1946 BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/20/20. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ VALLEY BOTANICAL GARDEN. GRANTEE ADDRESS: PO BOX 1623 BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/02/21. AMOUNT GIVEN: 300.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: BETHANIA LUTHERAN CHURCH. GRANTEE ADDRESS: 603 ATTERDAG ROAD SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/20/20. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: ST MARKS CHURCH. GRANTEE ADDRESS: 2901 NOJOQUI AVE LOS OLIVOS, CA 93441. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/02/20. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SY ROTARY - WEEK OF GRATITUDE. GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/01/20. AMOUNT GIVEN: 2,600.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: ALLAN HANCOCK COLLEGE - SCHOLARSHIPS. GRANTEE ADDRESS: 800 S COLLEGE DR SANTA MARIA, CA 93454. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/08/21. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: SYHS ARCHITECTURAL CONTEST. GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/12/21. AMOUNT GIVEN: 1,403.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: NATURETRACK FOUNDATION. GRANTEE ADDRESS: PO BOX 953 LOS OLIVOS, CA 93441. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/21. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: ROTARY YOUTH LEADERSHIP AWARDS. GRANTEE ADDRESS: 5662 CALLE REAL #425 GOLETA, CA 93117. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/03/20. AMOUNT GIVEN: 1,245.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS. GRANTEE NAME: ROTARY INTERNATIONAL. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, CA 60201. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/20/20. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS. GRANTEE NAME: ACTION KIVU INC. GRANTEE ADDRESS: 4470 W SUNSET BLVD #160 LOS ANGELES, CA 90027. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/04/20. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 23,048.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 2,633. DESCRIPTION: BANK FEE. AMOUNT: 28. DESCRIPTION: SUPPLIES - SFP. AMOUNT: 294. DESCRIPTION: AG REGISTRY FEE. AMOUNT: 50. DESCRIPTION: EVENT COSTS. AMOUNT: 2,469. TOTAL TO FORM 990-EZ, LINE 16: 5,474.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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