ROTARY CLUB OF BENICIA FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF BENICIA FOUNDATION (EIN 68-0484934)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-08-22
IRS object ID
202232349349300613
Schema version
2021v4.0
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)
Return2022-08-22T16:20:56-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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)
PersonHEIDI BENJAMINPersonNm
Person TitlePRESIDENT-ELECTPersonTitleTxt
Signature2022-07-25SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEIDIPersonFirstNm
Person LastBENJAMINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP R AYCOCKPreparerPersonNm
PTINP00128268PTIN
Phone7077869798PhoneNum
Preparation2022-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBOB TRIBLIAPrincipalOfficerNm
Gross Receipts$93,426GrossReceiptsAmt
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 Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$17,633PYContributionsGrantsAmt
CY Contributions Grants$44,911CYContributionsGrantsAmt
PY Program Service Revenue$8,920PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3PYInvestmentIncomeAmt
CY Investment Income$6CYInvestmentIncomeAmt
PY Other Revenue$1,641PYOtherRevenueAmt
CY Other Revenue$28,866CYOtherRevenueAmt
PY Total Revenue$28,197PYTotalRevenueAmt
CY Total Revenue$73,783CYTotalRevenueAmt
PY Grants And Similar Paid$12,200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,548CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,382CYTotalFundraisingExpenseAmt
PY Other Expenses$5,404PYOtherExpensesAmt
CY Other Expenses$4,803CYOtherExpensesAmt
PY Total Expenses$17,604PYTotalExpensesAmt
CY Total Expenses$33,351CYTotalExpensesAmt
PY Revenues Less Expenses$10,593PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$40,432CYRevenuesLessExpensesAmt
Total Assets BOY$31,900TotalAssetsBOYAmt
Total Assets EOY$72,582TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,900NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,582NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescGRANTS TO LIBERTY HIGH SCOOL FOR PROJECTS FOR CHALLENGED STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$28,548ExpenseAmt
Grant$28,548GrantAmt
DescDONATIONS TO LOCAL CHARITIESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$28,548TotalProgramServiceExpensesAmt
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
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHEIDI BENJAMINPersonNm
Phone7075903195PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HEIDI BENJAMIN
PRESIDENT-ELYes (X)$0$0$0
JIM LESSENGER
SECRETARYYes (X)$0$0$0
ANDRE LEWIS
PAST PRESIDEYes (X)$0$0$0
BOB TRIBLIA
PRESIDENTYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$44,911AllOtherContributionsAmt
Total Contributions$44,911TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6TotalRevenueColumnAmt
Exclusion$6ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$48,079FundraisingGrossIncomeAmt
Fundraising Direct Expenses$19,643FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,436TotalRevenueColumnAmt
Exclusion$1,802ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Total Revenue Column$430TotalRevenueColumnAmt
Related Or Exempt Func Income$430RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$430OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,783TotalRevenueColumnAmt
Related Or Exempt Func Income$430RelatedOrExemptFuncIncomeAmt
Exclusion$1,808ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$28,548TotalAmt
Program Services$28,548ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,350TotalAmt
Management And General$1,350ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$423TotalAmt
Management And General$423ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Management And General$200ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FUND RAISING EXPENSES$2,382$2,382
SUPPLIES$236$236
BANK CHARGE$212$212

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,351TotalAmt
Program Services$28,548ProgramServicesAmt
Management And General$2,421ManagementAndGeneralAmt
Fundraising$2,382FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$31,900BOYAmt
EOY$72,482EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,900BOYAmt
EOY$72,582EOYAmt

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$31,900BOYAmt
EOY$72,582EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,900BOYAmt
EOY$72,582EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,900BOYAmt
EOY$72,582EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$40,432ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$250OtherChangesInNetAssetsAmt
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$14,277CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,754CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,633CurrentTaxYearMinus1YearAmt
Current Tax Year$44,911CurrentTaxYearAmt
Total$99,358TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,492CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,561CurrentTaxYearMinus1YearAmt
Current Tax Year$44,566CurrentTaxYearAmt
Total$151,807TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year$3,943CurrentTaxYearAmt
Total$3,943TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,194CurrentTaxYearMinus1YearAmt
Current Tax Year$93,420CurrentTaxYearAmt
Total$255,108TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$255,108PublicSupportTotal509Amt

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$3CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3CurrentTaxYearMinus1YearAmt
Current Tax Year$6CurrentTaxYearAmt
Total$18TotalAmt

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$3CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3CurrentTaxYearMinus1YearAmt
Current Tax Year$6CurrentTaxYearAmt
Total$18TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,848CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,377CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,278CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,197CurrentTaxYearMinus1YearAmt
Current Tax Year$93,426CurrentTaxYearAmt
Total$255,126TotalAmt
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$44,136GrossReceiptsEvent1Amt
Gross Revenue Event1$44,136GrossRevenueEvent1Amt
Other Direct Expenses Event1$17,502OtherDirectExpensesEvent1Amt
Gross Receipts Total$44,136GrossReceiptsTotalAmt
Gross Revenue Total Events$44,136GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$17,502OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,502DirectExpenseSummaryEventsAmt
Net Income Summary$26,634NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TOTAL ANNUAL NON-PROFIT GRANTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Cash Grant$28,548CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 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
FORM 990, PART XI, LINE 9PRIOR PERIOD ADJUSTMENT

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