FURP.ORG / PUBLIC DATA EXPLORER

ROTARY DISTRICT 5240 CHARITABLE FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROTARY DISTRICT 5240 CHARITABLE FOUNDATION (EIN 77-0407204)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-01-19
IRS object ID
202140199349200219
Schema version
2019v5.1
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)
Return2021-01-19T15:03:38-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770181453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NASIF HICKS HARRIS & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1104 WEST ANAPAMU ST STE BAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770407204EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY DISTRICT 5240BusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone8059661521PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 W ANAPAMU STREET NO BAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT PHILLIPSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8059661521PhoneNum
Signature2021-01-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJODY DOLAN HOLEHOUSEPreparerPersonNm
PTINP00230451PTIN
Phone8059661521PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressHTTP://WWW.ROTARYDISTRICT5240.ORG/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$12,270GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$12,021ContributionsGiftsGrantsEtcAmt
Investment Income$249InvestmentIncomeAmt
Total Revenue$12,270TotalRevenueAmt
Grants And Similar Amounts Paid$44,021GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$105OtherExpensesTotalAmt
Total Expenses$44,126TotalExpensesAmt
Excess Or Deficit For Year-$31,856ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$110,029NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$78,173NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$110,029BOYAmt
EOY$78,173EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$110,029BOYAmt
EOY$78,173EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$110,029BOYAmt
EOY$78,173EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE MISSION OF THE FOUNDATION IS TO PROVIDE A QUALIFIED CHARITABLE ORGANIZATION TO SUPPORT INDIVIDUAL ROTARY CLUBS OF DISTRICT 5240, MANAGE THE FUNDS FOR THE DISTRICT 5240 TRAVEL GRANTS PROGRAM, THE ROTARACT MATCHING GRANT PROGRAMS AND OTHER PROGRAM OF THE DISTRICT. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, EDUCATION, SCHOLARSHIP, COMMUNITY EVENTS, PARKS AND RECREATION EVENTS, YOUTH PROGRAMS, SENIOR CITIZEN PROGRAMS, PROGRAMS FOR MENTALLY AND PHYSICALLY DISADVANTAGED PEOPLE AND OTHER HEALTH AND HUMANITARIAN NEEDS. THIS FOUNDATION SUPPORTS THE MISSION OF THE ROTARY FOUNDATION: THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION AND THE ALLEVIATION OF POVERTY. THE ROTARY FOUNDATION IS A NOT-FOR-PROFIT CORPORATION THAT IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmtForeign GrantsForeignGrantsInd
GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER.$4,047$0
GRANTED TO ALLEVIATE ISSUES CAUSED BY DISASTERS.$39,144$60Yes (X)
FOUNDATION FOR CLUBS IN THE DISTRICT WHO DO NOT HAVE THEIR OWN FOUNDATION$830$0
FieldValueIRS element (for citing)
Total Program Service Expenses$60TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT PHILLIPS
PRESIDENT2.00$0$0$0
VICKI ARNDT
DIRECTOR2.00$0$0$0
JODY DOLAN HOLEHOUSE
TREASURER2.00$0$0$0
RICHARD GROSSMAN
DIRECTOR1.00$0$0$0
JOHN WEISS
DIRECTOR1.00$0$0$0
SANDI SCHWARTZ
DIRECTOR1.00$0$0$0
SAVI BHIM
DIRECTOR1.00$0$0$0
NICK FRANKEL
DIRECTOR2.00$0$0$0
DEBORAH LINDEN
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJODY DOLAN HOLEHOUSEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 W ANAPAMU STREET SUITE BAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Phone8059661521PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

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$27CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,103CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,132CurrentTaxYearMinus1YearAmt
Current Tax Year$12,021CurrentTaxYearAmt
Total$133,363TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,103CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,132CurrentTaxYearMinus1YearAmt
Current Tax Year$12,021CurrentTaxYearAmt
Total$133,363TotalAmt

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$133,363PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$178CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$419CurrentTaxYearMinus1YearAmt
Current Tax Year$249CurrentTaxYearAmt
Total$864TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$178CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$419CurrentTaxYearMinus1YearAmt
Current Tax Year$249CurrentTaxYearAmt
Total$864TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,551CurrentTaxYearMinus1YearAmt
Current Tax Year$12,270CurrentTaxYearAmt
Total$134,227TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99360PublicSupportCY509Pct
Public Support PY5090.99550PublicSupportPY509Pct
Investment Income CY0.00640InvestmentIncomeCYPct
Investment Income PY0.00450InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 249.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM GRANT. GRANTEE NAME: ROTARY CLUBS IN DISTRICT 5240. GRANTEE ADDRESS: 2405 SNOWDROP DRIVE BAKERSFIELD, CA 93311. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/29/20. AMOUNT GIVEN: 2,877.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: COMMUNITY ACTION PARTNERSHIP. GRANTEE ADDRESS: 5005 BUSINESS PARK NORTH BAKERSFIELD, CA 93309. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: F.O.O.D. SHARE, INC. GRANTEE ADDRESS: 4156 SOUTHBANK ROAD OXNARD, CA 93036. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: FOOD BANK COALITION OF SAN LUIS OBISPO. GRANTEE ADDRESS: 1180 KENDALL ROAD SAN LUIS OBISPO, CA 93401. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: FOODBANK OF SANTA BARBARA. GRANTEE ADDRESS: 1525 STATE STREET SUITE 100 SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: ROTARY AUSTRALIA RELIEF FUND. GRANTEE ADDRESS: 3RD FL 43 HUNTER ST PARRAMATTA, AUSTRALIA NSW 2150. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/18/20. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: SIERRA SANDS UNIFIED SCHOOL DISTRICT. GRANTEE ADDRESS: 113 W FELSPAR AVE RIDGECREST, CA 93555. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/30/19. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: SANTA MARIA BREAKFAST ROTARY. GRANTEE ADDRESS: P. O. BOX 1518 SANTA MARIA, CA 93455. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/01/20. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 44,021.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ATTORNEY GENERAL ANNUAL FEE, IF APPLICABLE. AMOUNT: 25. DESCRIPTION: BANK WIRE CHARGES. AMOUNT: 60. DESCRIPTION: CA SECRETARY OF STATE. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 105.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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