FURP.ORG / PUBLIC DATA EXPLORER

VISALIA ROTARY COMMUNITY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
VISALIA ROTARY COMMUNITY FOUNDATION (EIN 77-0294270)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-03
IRS object ID
202231239349300833
Schema version
2020v4.0
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)
Return2022-05-03T07:55:30-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770429357PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Scott Mainord Langley & Simmons IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13600 West Mineral King Avenue SuiteAddressLine1Txt
CityVisaliaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770294270EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VISALIA ROTARY COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVISABusinessNameControlTxt
Phone5596253200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13600 W MINERAL KING AVE STE CAddressLine1Txt
CityVISALIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDUANE SCOTTPersonNm
Person TitleExecutive SECRETARYPersonTitleTxt
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDUANEPersonFirstNm
Person LastSCOTTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary A SimmonsPreparerPersonNm
PTINP00049507PTIN
Phone5596253200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIC SHANNONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13600 W MINERAL KING AVE STE CAddressLine1Txt
CityVISALIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$685,651GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO GIVE BACK TO THE VISALIA COMMUNITY THROUGH GRANTS TO LOCAL CHARITIES AND SCHOLARSHIPS TO LOCAL INDIVIDUALS.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,773,511PYContributionsGrantsAmt
CY Contributions Grants$107,367CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$125,517PYInvestmentIncomeAmt
CY Investment Income$578,284CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,899,028PYTotalRevenueAmt
CY Total Revenue$685,651CYTotalRevenueAmt
PY Grants And Similar Paid$355,642PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$118,250CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,249PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,600CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,912PYOtherExpensesAmt
CY Other Expenses$10,419CYOtherExpensesAmt
PY Total Expenses$368,803PYTotalExpensesAmt
CY Total Expenses$132,269CYTotalExpensesAmt
PY Revenues Less Expenses$1,530,225PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$553,382CYRevenuesLessExpensesAmt
Total Assets BOY$6,644,133TotalAssetsBOYAmt
Total Assets EOY$8,028,627TotalAssetsEOYAmt
Total Liabilities BOY$215TotalLiabilitiesBOYAmt
Total Liabilities EOY$110,917TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,643,918NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,917,710NetAssetsOrFundBalancesEOYAmt
MissionTO GIVE BACK TO THE VISALIA COMMUNITY THROUGH GRANTS TO LOCAL CHARITIES AND SCHOLARSHIPS TO LOCAL INDIVIDUALS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$88,250ExpenseAmt
Grant$88,250GrantAmt
DescDURING THE FISCAL YEAR VISALIA ROTARY COMMUNITY FOUNDATION PROVIDED SCHOLARSHIPS TO LOCAL STUDENTS TO ATTEND SECONDARY AND VOCATIONAL SCHOOLS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$30,000ExpenseAmt
Grant$30,000GrantAmt
DescVISALIA ROTARY COMMUNITY FOUNDATION GRANTED FUNDS TO TULARE COUNTY HOPE FOR THE HOMELESS AND THE FREINDS OF THE FOX. GRANTS FOR THE CURRENT FISCAL YEAR WERE DOWN BECAUSE THE BOARD CHOSE TO DISTRIBUTE $127,000 OF 2000-2001 GRANTS BEOFRE THE END OF THE PREVIOUS YEAR. THE DECISION TO MAKE THE DISTRIBUTION EARLY WAS IN REPONSE TO THE IMMEDITATE NEED ORGANIZATIONS HAD DUE TO THE PANDEMIC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$118,250TotalProgramServiceExpensesAmt
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 EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
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 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 MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
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
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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 CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSCOTT MAINORD LANGLEY SIMMONSPersonNm
Phone5596253200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13600 W MINERAL KING CAddressLine1Txt
CityVISALIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ERIC SHANNON
Executive Dir.1.000.00Yes (X)Yes (X)$0$0$0
FRANCES LANGLEY
Secretary0.000.00Yes (X)Yes (X)$0$0$0
MARTY ZEEB
Director0.000.00Yes (X)$0$0$0
GARY SIMMONS
Treasurer1.000.00Yes (X)Yes (X)$0$0$0
ANEES AKHUND
President0.000.00Yes (X)Yes (X)$0$0$0
STEVE CHRISMAN
Director0.000.00Yes (X)$0$0$0
DUANE SCOTT
Executive Sec.2.000.00Yes (X)Yes (X)$0$0$0
GERALD SCNEIDER
Director0.000.00Yes (X)$0$0$0
SCOTT JACOBSEN
Director0.000.00Yes (X)$0$0$0
SAMANTHA RUMMAGE-MATHIAS
Director0.000.00Yes (X)$0$0$0
RYAN PURKISS
Director0.000.00Yes (X)$0$0$0
MIKE ASHOORI
Director0.000.00Yes (X)$0$0$0
SUSAN LUCAS
Director0.000.00Yes (X)$0$0$0
DRU QUESNOY
Director0.000.00Yes (X)$0$0$0
LAURA DIMMER
Director0.000.00Yes (X)$0$0$0
DEBORAH VOLOSIN
Director0.000.00Yes (X)$0$0$0
DON RITTER
Director0.000.00Yes (X)$0$0$0
JEFF MOYER
Director1.000.00Yes (X)$0$0$0
PHILIP HORNBURG
Vice President0.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$107,367AllOtherContributionsAmt
Total Contributions$107,367TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$140,346TotalRevenueColumnAmt
Related Or Exempt Func Income$140,346RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$437,938SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$437,938SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$437,938TotalRevenueColumnAmt
Related Or Exempt Func Income$437,938RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$685,651TotalRevenueColumnAmt
Related Or Exempt Func Income$578,284RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Program Services$30,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$88,250TotalAmt
Program Services$88,250ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,600TotalAmt
Management And General$3,600ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total-$1,861TotalAmt
Management And General-$1,861ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,400TotalAmt
Management And General$2,400ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,514TotalAmt
Management And General$1,514ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,699TotalAmt
Management And General$7,699ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTAXESDesc
Total$667TotalAmt
Management And General$667ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$132,269TotalAmt
Program Services$118,250ProgramServicesAmt
Management And General$14,019ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$69,435BOYAmt
EOY$217,869EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$362,756BOYAmt
EOY$287,148EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$60,000BOYAmt
EOY$60,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$41,866EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$561,103LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$561,103BOYAmt
EOY$561,103EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,590,839BOYAmt
EOY$6,860,641EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,644,133BOYAmt
EOY$8,028,627EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$215BOYAmt
EOY$217EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$110,700EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$215BOYAmt
EOY$110,917EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$6,643,918BOYAmt
EOY$7,917,710EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,643,918BOYAmt
EOY$7,917,710EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,644,133BOYAmt
EOY$8,028,627EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$553,382ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$763,922NetUnrlzdGainsLossesInvstAmt
Investment Expense-$43,512InvestmentExpenseAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,699CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$221,848CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$119,993CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,773,511CurrentTaxYearMinus1YearAmt
Current Tax Year$107,367CurrentTaxYearAmt
Total$2,381,418TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,699CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$221,848CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$119,993CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,773,511CurrentTaxYearMinus1YearAmt
Current Tax Year$107,367CurrentTaxYearAmt
Total$2,381,418TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,533,998SubstantialContributorsTotAmt
Public Support Total170$847,420PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,826CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,372CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,717CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$149,094CurrentTaxYearMinus1YearAmt
Current Tax Year$578,284CurrentTaxYearAmt
Total$946,293TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$3,327,711TotalSupportAmt
Public Support CY1700.25470PublicSupportCY170Pct
Public Support PY1700.31930PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestCurrent Year Facts and Circumstances: DURING THE YEAR ENDED JUNE 30, 2020 THE FOUNDATION RECEIVED TWO LARGE TESTAMENTARY GIFTS. FROM THE CHARLES O GORINI REVOCABLE TRUST IT RECEIVED $ 1,577,599. FROM THE RICHARD & JEANNE BARNES CHARITABLE REMAINDER TRUST IT RECEIVED $89,547. IF THESE ONE TIME GIFTS ARE ELIMINATED FROM THE PUBLIC SUPPORT COMPUTATION THE FOUNDATION EXCEEDS THE 33 1/3% TEST.FactsAndCircumstancesTestTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,013,641BeginningYearBalanceAmt
Contributions$107,367ContributionsAmt
Investment Earnings Or Losses$1,326,905InvestmentEarningsOrLossesAmt
Grants Or Scholarships$88,250GrantsOrScholarshipsAmt
Other Expenditures$43,017OtherExpendituresAmt
Administrative Expenses$13,860AdministrativeExpensesAmt
End Year Balance$7,302,786EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,702,877BeginningYearBalanceAmt
Contributions$1,703,238ContributionsAmt
Investment Earnings Or Losses-$29,221InvestmentEarningsOrLossesAmt
Grants Or Scholarships$310,000GrantsOrScholarshipsAmt
Other Expenditures$39,498OtherExpendituresAmt
Administrative Expenses$13,755AdministrativeExpensesAmt
End Year Balance$6,013,641EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,726,467BeginningYearBalanceAmt
Contributions$114,993ContributionsAmt
Investment Earnings Or Losses$104,868InvestmentEarningsOrLossesAmt
Grants Or Scholarships$189,500GrantsOrScholarshipsAmt
Other Expenditures$39,728OtherExpendituresAmt
Administrative Expenses$14,223AdministrativeExpensesAmt
End Year Balance$4,702,877EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,314,455BeginningYearBalanceAmt
Contributions$216,848ContributionsAmt
Investment Earnings Or Losses$434,825InvestmentEarningsOrLossesAmt
Grants Or Scholarships$183,500GrantsOrScholarshipsAmt
Other Expenditures$42,910OtherExpendituresAmt
Administrative Expenses$12,251AdministrativeExpensesAmt
End Year Balance$4,727,467EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,225,867BeginningYearBalanceAmt
Contributions$61,443ContributionsAmt
Investment Earnings Or Losses$392,884InvestmentEarningsOrLossesAmt
Grants Or Scholarships$151,250GrantsOrScholarshipsAmt
Other Expenditures$202,596OtherExpendituresAmt
Administrative Expenses$11,893AdministrativeExpensesAmt
End Year Balance$4,314,455EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,755OtherCostOrOtherBasisAmt
Book Value$43,755BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$517,348OtherCostOrOtherBasisAmt
Book Value$517,348BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$561,103TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationTO GIVE BACK TO THE VISALIA COMMUNITY THROUGH GRANTS TO LOCAL CHARITIES AND SCHOLARSHIPS TO LOCAL INDIVIDUALS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TULARE CO HOPE FOR HOMELESSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1206 S MOONEY BLVDAddressLine1Txt
CityVISALIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd
FieldValueIRS element (for citing)
Recipient EIN851278603RecipientEIN
Cash Grant$25,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantLOW BARRIER SHELTERPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient49RecipientCnt
Cash Grant$88,250CashGrantAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonGARY SIMMONSPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionTREASURERRelationshipDescriptionTxt
Transaction$2,400TransactionAmt
TransactionBOOKKEEPING SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
ExplanationFOUNDATION PAYS FOR MONTHLY BOOKKEEPING SERVICES TO SCOTT, MAINORD, LANGLEY AND SIMMONS, INC. GARY SIMMONS IS AN OWNER AND OFFICER OF THE CORPORATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtFORM 990, PART VI, SECTION A-GOVERNING BODY AND MANAGEMENT: DUANE W. SCOTT IS AN ASSOCIATE OF FRANCES LANGLEY AND GARY SIMMONS ACCOUNTANCY CORPORATION.
Form 990, Part VI, Line 11b: Form 990 Review ProcessA COPY OF THE FORM 990 IS FURNISHED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD REVIEWS THE FORM 990. ONCE THE BOARD HAS APPROVED THE FORM 990, AN OFFICER SIGNS THE ORIGINAL FORM AND IT IS FILED WITH THE IRS. THE FORM 990 IS ALSO POSTED ON THE FOUNDATIONS WEBSITE.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableTHE ORGANIZATION FURNISHES COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE ORGANIZATIONS WESITE. THE ORGANIZATION DOES NOT MAINTAIN A CONFLICT OF INTEREST POLICY.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ROTARY CLUB OF VISALIA
PO BOX 216VISALIACA93279942393010SERVICE CLUBCA501 (C) (4)N/Afalse
VISALIA COUNTY CENTER ROTARY CLUB
P O BOX 1366VISALIACA93279942786896SERVICE CLUBCA501 (c )(4)N/Afalse
VISALIA BREAKFAST ROTARY CLUB
P O BOX 2578VISALIACA93279770195421SERVICE CLUBCA501 (c) (4)N/Afalse
VISALIA SUNSET ROTARY CLUB
PO BOX 6625VISALIACA93290770648596SERVICE CLUBCA501 (c) (4)N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ROTARY CLUB OF VISALIA
c$82,697CASH
VISALIA COUNTY CENTER ROTARY CLUB
c$4,650CASH
VISALIA SUNSET ROTARY CLUB
c$6,400CASH