THE FOUNDATION OF BONITA NAPLES ROTARY CLUB INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE FOUNDATION OF BONITA NAPLES ROTARY CLUB INC (EIN 59-3607602)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-10-22
IRS object ID
202112959349301201
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)
Return2021-10-22T08:05:31-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472005336PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VIDUSSI MAKARA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11361 ROYAL PALM SQUARE BLVD STE 1AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33919ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593607602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION OF BONITA NAPLESBusinessNameLine1Txt
Business Name Line2ROTARY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1989AddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP341331989ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIM ANDERSONPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2021-09-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKIMPersonFirstNm
Person LastANDERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK MAKARA CPAPreparerPersonNm
PTINP00005590PTIN
Phone2392780762PhoneNum
Preparation2021-09-28PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIM ANDERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line128702 MEGAN DRIVEAddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34135ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$36,797GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1999FormationYr
Activity Or MissionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ASSIST VARIOUS SOUTHWEST FLORIDA CHARITABLE ORGANIZATIONS AND PROVIDE SCHOLARSHIPS TO STUDENTSActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$78,078PYContributionsGrantsAmt
CY Contributions Grants$7,520CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,370PYInvestmentIncomeAmt
CY Investment Income$20,289CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$82,448PYTotalRevenueAmt
CY Total Revenue$27,809CYTotalRevenueAmt
PY Grants And Similar Paid$42,330PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,213CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$39,537PYOtherExpensesAmt
CY Other Expenses$20,852CYOtherExpensesAmt
PY Total Expenses$81,867PYTotalExpensesAmt
CY Total Expenses$32,065CYTotalExpensesAmt
PY Revenues Less Expenses$581PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,256CYRevenuesLessExpensesAmt
Total Assets BOY$443,291TotalAssetsBOYAmt
Total Assets EOY$506,676TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$443,291NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$506,676NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATIONS'S MISSION IS TO ASSIST VARIOUS CHARITABLE AND SCHOLASTIC COMMUNITY ORGANIZATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$26,330ExpenseAmt
Grant$11,213GrantAmt
DescSCHOLARSHIPS AWARDED TO COLLEGE STUDENTSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$5,735ExpenseAmt
DescMISCELLANEOUS FEES AND OFFICE EXPENSESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,735TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$32,065TotalProgramServiceExpensesAmt
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 ActivitiesfalseFundraisingActivitiesInd
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 RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKIM ANDERSONPersonNm
Phone2395606621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128702 MEGAN DRIVEAddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34135ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KIM ANDERSON
TREASURERYes (X)Yes (X)$0$0$0
SAM BLACK
CLUB SERGEANYes (X)Yes (X)$0$0$0
ROBERT BORNSTEIN
PRESIDENTYes (X)Yes (X)$0$0$0
JIM FABRY
SECRETARYYes (X)Yes (X)$0$0$0
TAM MUSTAPHA
DIRECTORYes (X)$0$0$0
MIKE PRIOLETTI
DIRECTORYes (X)$0$0$0
MICHAEL RUSK
VICE PRESIDEYes (X)Yes (X)$0$0$0
JOHN WHARTON
CLUB PRESIDEYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$7,520AllOtherContributionsAmt
Total Contributions$7,520TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,340TotalRevenueColumnAmt
Exclusion$9,340ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,000SecuritiesAmt
Other$9,937OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,988SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,012SecuritiesAmt
Other$9,937OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,949TotalRevenueColumnAmt
Exclusion$10,949ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,809TotalRevenueColumnAmt
Exclusion$20,289ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,213TotalAmt
Program Services$6,213ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,473TotalAmt
Program Services$4,473ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,262TotalAmt
Program Services$1,262ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DICTIONARIES$7,688$7,688
EVENT EXPENSES$7,018$7,018
LICENSES$161$161

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$32,065TotalAmt
Program Services$32,065ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$28,023BOYAmt
EOY$22,800EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$415,268BOYAmt
EOY$483,876EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$443,291BOYAmt
EOY$506,676EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$443,291BOYAmt
EOY$506,676EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$443,291BOYAmt
EOY$506,676EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$443,291BOYAmt
EOY$506,676EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,256ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$67,641NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$46,403CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,749CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,076CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,078CurrentTaxYearMinus1YearAmt
Current Tax Year$7,520CurrentTaxYearAmt
Total$195,826TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$72CurrentTaxYearMinus3YearsAmt
Total$72TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,403CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,821CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,076CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,078CurrentTaxYearMinus1YearAmt
Current Tax Year$7,520CurrentTaxYearAmt
Total$195,898TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$195,898PublicSupportTotal509Amt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,535CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,314CurrentTaxYearMinus1YearAmt
Current Tax Year$8,340CurrentTaxYearAmt
Total$27,914TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,403CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,611CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,392CurrentTaxYearMinus1YearAmt
Current Tax Year$15,860CurrentTaxYearAmt
Total$223,812TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87530PublicSupportCY509Pct
Public Support PY5090.90590PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$27,809TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$27,809RevenueSubtotalAmt
Total Revenue Per Form990$27,809TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$32,065TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$32,065ExpensesSubtotalAmt
Total Expenses Per Form990$32,065TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VARIOUS COMMUNITY ORGANIZATIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Cash Grant$6,213CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DMISCELLANEOUS FEES AND OFFICE EXPENSES
FORM 990, PART VITHE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON REQUEST
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS REVIEWED BY ALL BOARD MEMBERS BEFORE MAILING.
FORM 990, PAGE 6, PART VI, LINE 19ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION ON REQUEST

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.