NILES ROTARY FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NILES ROTARY FOUNDATION (EIN 94-2931147)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-22
- IRS object ID
- 202230229349200408
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-22T13:20:25-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474618172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGLAND FINANCIAL CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5776 STONERIDGE MALL RD | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945884512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942931147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NILES ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NILE | BusinessNameControlTxt |
| Phone | 9256767060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7104 | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94537 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIRK LORENZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9256767060 | PhoneNum |
| Signature | 2021-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIRK | PersonFirstNm |
| Person Last | LORENZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRYSTAL ENGLAND | PreparerPersonNm |
| PTIN | P00934390 | PTIN |
| Phone | 9254630636 | PhoneNum |
| Preparation | 2022-01-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $108,678 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $96,423 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $36 | InvestmentIncomeAmt |
| Fundraising Gross Income | $12,219 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $21,006 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$8,787 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $87,672 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $168,090 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,060 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $155 | OtherExpensesTotalAmt |
| Total Expenses | $169,305 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$81,633 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $189,512 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $107,879 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,512 | BOYAmt |
| EOY | $107,879 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,512 | BOYAmt |
| EOY | $107,879 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,512 | BOYAmt |
| EOY | $107,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDE CHARITABLE SUPPORT TO THE COMMUNITY AND CHARITABLE ORGANIZATIONS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDED TARGETED GRANTS TO LOCAL AND NATIONAL TAX-EXEMPT ORGANIZATIONS PROMOTING MUSIC, THEATER, YOUTH PROGRAMS, MEDICAL OUTREACH, ELDER CARE AND HOMELESS SERVICES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $96,423 | GrantsAndAllocationsAmt |
| Program Service Expenses | $1,215 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,215 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| STEVEN LLOYD | ||||
| DIRECTOR | 4.00 | $0 | $0 | $0 |
| SAMUEL FORBES | ||||
| DIRECTOR | 4.00 | $0 | $0 | $0 |
| TERRY LANDON | ||||
| DIRECTOR | 4.00 | $0 | $0 | $0 |
| MERNA MORSE | ||||
| DIRECTOR | 4.00 | $0 | $0 | $0 |
| BRUCE PRESCOTT | ||||
| TREASURER | 4.00 | $0 | $0 | $0 |
| DIRK LORENZ | ||||
| PRESIDENT | 4.00 | $0 | $0 | $0 |
| AUDREY KEARNS | ||||
| SECRETARY | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7104 | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9256767060 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,424 | CurrentTaxYearAmt |
| Total | $282,957 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,219 | CurrentTaxYearAmt |
| Total | $457,013 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,643 | CurrentTaxYearAmt |
| Total | $739,970 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $739,970 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $291 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $291 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,679 | CurrentTaxYearAmt |
| Total | $740,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | REVERSE RAFFLE | Event1Nm |
| Gross Receipts Event1 | $11,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $11,000 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,811 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $11,000 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $11,000 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,811 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,811 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,811 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 36. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: FREMONT UNIFIED SCHOOL DISTRICT. GRANTEE ADDRESS: 4210 TECHNOLOGY DRIVE FREMONT, CA 94538. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 63,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: TRI CITY HEALTH CENTER. GRANTEE ADDRESS: 1999 MOWRY AVE #N FREMONT, CA 94538. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SAFE ALT TO VIOLENT ENVIRONENTS. GRANTEE ADDRESS: 1900 MOWRY AVE #201 FREMONT, CA 94538. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,600. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: PACIFIC LOCOMOTIVE MUSEUM. GRANTEE ADDRESS: 5550 NILES CANYON RD SUNOL, CA 94586. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ATILA BIO SYSTEMS. GRANTEE ADDRESS: 740 SIERRA VISTA AVE MOUNTAINVIEW, CA 94043. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 23,001. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: BOLDLY ME. GRANTEE ADDRESS: 39795 PASEO PADRE PKWY FREMONT, CA 94538. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: KID SCOOP NEWS. GRANTEE ADDRESS: PO BOX 1802 SONOMA, CA 95476. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: DAILY BOWL. GRANTEE ADDRESS: 525 H STREET UNION CITY, CA 94587. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS GRANTS LESS THAN 5K EACH. GRANTEE ADDRESS: VARIOUS VARIOUS, CA 94560. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 50,489. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 168,090. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK FEES. AMOUNT: 155. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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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