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MORAGA ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MORAGA ROTARY CLUB FOUNDATION (EIN 68-0459094)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-02
IRS object ID
202203069349201560
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2022-11-02T11:03:49-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680424071PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KASPER ACCOUNTANCY CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11333 WILLOW PASS ROAD SUITE 213AddressLine1Txt
CityCONCORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94520ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680459094EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORAGA ROTARY CLUB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORABusinessNameControlTxt
Phone4154203049PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 122AddressLine1Txt
CityMORAGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94556ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBBIE KOOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4154203049PhoneNum
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBBIEPersonFirstNm
Person LastKOOPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBeri B Smith-KasperPreparerPersonNm
PTINP01388260PTIN
Phone9258251040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Group Exemption0573GroupExemptionNum
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$33,995GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$23,050ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$2,569InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$8,376FundraisingGrossIncomeAmt
Special Events Direct Expenses$3,040SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$5,336SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$30,955TotalRevenueAmt
Grants And Similar Amounts Paid$31,811GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$393OtherExpensesTotalAmt
Total Expenses$32,204TotalExpensesAmt
Excess Or Deficit For Year-$1,249ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$195,696NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$14,756OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$179,691NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$195,696BOYAmt
EOY$179,691EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$195,696BOYAmt
EOY$179,691EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$195,696BOYAmt
EOY$179,691EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCOMMUNITY SERVICEPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmtForeign GrantsForeignGrantsInd
COMMUNITY VIOLENCE SOLUTIONS - DONATED FUNDS TO CVS WHOPROVIDES SUPPORT SERVICES TO CHILD AND ADULT VICTIMS OFSEXUAL ASSAULT AND THEIR FAMILIES$5,000$5,000
INDIA COVID-19 RELIEF - COMPLETED PROJECT STARTED LAST YEAR TO PROVIDECOVID RELIEF SUPPLIES AND EQUIPMENT FOR 2 ROTARY DISTRICTSIN INDIA$4,200$4,200Yes (X)
CAMPOLINDO SCHOLARSHIPS - PROVIDED SEVERAL SCHOLARSHIPSTO LOCAL HIGH SCHOOL SENIORS$4,000$4,000
FieldValueIRS element (for citing)
Total Program Service Expenses$13,200TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN SOUTH
PRESIDENT20.00$0$0$0
EVIE MICHON
EXECUTIVE SECRETARY20.00$0$0$0
DEBBIE KOO
TRESURER20.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDEBBIE KOOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 ARROYO DRIVEAddressLine1Txt
CityMORAGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP945560122ZIPCd
FieldValueIRS element (for citing)
Phone4154203049PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,738CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,817CurrentTaxYearMinus1YearAmt
Current Tax Year$28,386CurrentTaxYearAmt
Total$363,984TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,738CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,817CurrentTaxYearMinus1YearAmt
Current Tax Year$28,386CurrentTaxYearAmt
Total$363,984TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$363,984PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,780CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,151CurrentTaxYearMinus1YearAmt
Current Tax Year$2,569CurrentTaxYearAmt
Total$38,560TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,780CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,151CurrentTaxYearMinus1YearAmt
Current Tax Year$2,569CurrentTaxYearAmt
Total$38,560TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$402,544TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90420PublicSupportCY509Pct
Public Support PY5090.93950PublicSupportPY509Pct
Investment Income CY0.09580InvestmentIncomeCYPct
Investment Income PY0.06050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests PY509Yes (X)ThirtyThrPctSuprtTestsPY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 10EDUCATION; EDUCATION; AL SIMONSEN SCHOLARSHIPS: INFO AVAILABLE ON REQUEST, MORAGA, CA, ; NONE, 4000.
Form 990EZ, Part I, Line 10SUPPORT SERVICES FOR VICTIMS OF SEXUAL ASSAULT AND THEIR FAMILIES; HEALTH AND SAFTY; COMMUNITY VIOLENCE SOLUTIONS: 2101 VAN NESS STREET, SAN PABLO, CA, 94806; NONE, 5000.
Form 990EZ, Part I, Line 10COVID RELIEF SUPPLIES AND EQUIPMENT FOR INDIA; HEALTH AND SAFETY; THE UDHAMPUR ROTARY EYE AND GENERAL CLINIC: HOUSING COLONY UDHAMPUR, UDHAMPUR, , ; NONE, 4200.
Form 990EZ, Part I, Line 10YOUTH EDUCATION; EDUCATION; ODYSSEY OF THE MIND: MORAGA, MORAGA, CA, ; NONE, 1594.
Form 990EZ, Part I, Line 10EDUCATION; EDUCATION; MORAGA EDUCATION FOUNDATION: 1010 CAMINO PABLO, MORAGA, CA, 94556; NONE, 1000.
Form 990EZ, Part I, Line 10EDUCATION; EDUCATION; COMMON HOPE: 1400 ENERGY PARK DRIVE, SUTE 23, ST. PAUL, MN, ; NONE, 1560.
Form 990EZ, Part I, Line 10SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS; EDUCATION; CAMPOLINDO SCHOLARHSHIPS: AVAILABLE ON REQUEST, MORAGA, CA, ; NONE, 4000.
Form 990EZ, Part I, Line 10SCHOLARSHIPS; EDUCATION; BROTHER ALBERT RAHILL ENDOWMENT: ST. MARYS COLLEGE, MORAGA, CA, ; NONE, 1000.
Form 990EZ, Part I, Line 10SCHOLARSHIPS; EDUCATION; ME DOCHTERMAN SCHOLARSHIP: AVAILABLE UPON REQUEST, MORAGA, CA, ; NONE, 1000.
Form 990EZ, Part I, Line 10SCHOLARSHIPS; EDUCATION; BUAR MORAGA ROTARY ENDOWMENT: 1928 ST. MARY'S ROAD, MORAGA, CA , 94575; NONE, 1000.
Form 990EZ, Part I, Line 10COMMUNITY SERVICE, HEALTH, EDUCATION, YOUTH; COMMUNITY SUPPORT; VARIOUS ENTITIES UNDER $1,500: AVAILABLE UPON REQUEST, MORAGA, CA, ; NONE, 7457.
Form 990EZ, Part I, Line 16POSTAGE 55.
Form 990EZ, Part I, Line 16BANK CHARGES 200.
Form 990EZ, Part I, Line 16STATE FEES 50.
Form 990EZ, Part I, Line 16TAX REVIEW/PREPARATION 55.
Form 990EZ, Part I, Line 16SI[[;OES 33.
Form 990EZ, Part I, Line 20Unrealized Market Losses in Investments -14756.

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