FURP.ORG / PUBLIC DATA EXPLORER

VISALIA ROTARY COMMUNITY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VISALIA ROTARY COMMUNITY FOUNDATION (EIN 77-0294270)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-08-26
IRS object ID
202512389349300031
Schema version
2024v5.2
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)
Return2025-08-26T13:29:19-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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 Begin2024-07-01TaxPeriodBeginDt

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)
PersonERIC SHANNONPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2025-08-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary A SimmonsPreparerPersonNm
PTINP00049507PTIN
Phone5596253200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$358,045GrossReceiptsAmt
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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$118,061PYContributionsGrantsAmt
CY Contributions Grants$37,236CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$297,296PYInvestmentIncomeAmt
CY Investment Income$320,308CYInvestmentIncomeAmt
PY Other Revenue$15,677PYOtherRevenueAmt
CY Other Revenue$487CYOtherRevenueAmt
PY Total Revenue$431,034PYTotalRevenueAmt
CY Total Revenue$358,031CYTotalRevenueAmt
PY Grants And Similar Paid$331,647PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$261,982CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,189PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,169CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,007PYOtherExpensesAmt
CY Other Expenses$13,745CYOtherExpensesAmt
PY Total Expenses$359,843PYTotalExpensesAmt
CY Total Expenses$297,896CYTotalExpensesAmt
PY Revenues Less Expenses$71,191PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$60,135CYRevenuesLessExpensesAmt
Total Assets BOY$7,981,238TotalAssetsBOYAmt
Total Assets EOY$8,462,656TotalAssetsEOYAmt
Total Liabilities BOY$932TotalLiabilitiesBOYAmt
Total Liabilities EOY$919TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,980,306NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,461,737NetAssetsOrFundBalancesEOYAmt
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$196,482ExpenseAmt
Grant$196,482GrantAmt
DescVISALIA ROTARY COMMUNITY FOUNDATION GRANTED FUNDS TO HABITAT FOR HUMANITY, TULARE COUNTY CHILD ABUSE COUNCIL, VISALIA GLEANING SENIORS, VALLEY LIFE FOUNDATION, SALT + LIGHT, IMAGINE U, PRO YOUTH, VISALIA EMERGENCY AID, TULARE COUNTY HOPE FOR THE HOMELESS, VISALIA EDUCATION FOUNDATION #2, CASA, OTHER MISCELLANEOUS, AND IT CONTINUED PROVIDING THE RESPITE HOUSE TO KAWEAH HEALTH.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$65,500ExpenseAmt
Grant$65,500GrantAmt
DescDURING THE FISCAL YEAR VISALIA ROTARY COMMUNITY FOUNDATION PROVIDED SCHOLARSHIPS TO GRADUATING SENIORS OF LOCAL HIGH SCHOOLS TO ATTEND SECONDARY AND VOCATIONAL SCHOOLS.THE FOUNDATION ALSO PROVIDES SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGE OF THE SEQUOIAS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$500ExpenseAmt
DescSPONSORSHIP OF PROFESSIONAL PROGRAMS TO PROMOTE VISALIA ROTARY COMMUNITY FOUNDATION'S PRESENCE IN THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$262,482TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
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 Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
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

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 AVE CAddressLine1Txt
CityVISALIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 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
TODD MARTIN
PRESIDENT ELECT0.000.00Yes (X)$0$0$0
DON RITTER
Director0.000.00Yes (X)$0$0$0
ANEES AKHUND
Director0.000.00Yes (X)$0$0$0
JOSE ARIAS
Director0.000.00Yes (X)$0$0$0
GARY SIMMONS
Treasurer1.000.00Yes (X)Yes (X)$0$0$0
RYAN PURKISS
Executive Sec.2.000.00Yes (X)Yes (X)$0$0$0
GERALD SCNEIDER
Vice President0.000.00Yes (X)Yes (X)$0$0$0
MICHAEL DAMRON
Director0.000.00Yes (X)$0$0$0
HOLLIS FERNANDEZ
Director0.000.00Yes (X)$0$0$0
JENNIFER PACHECO
Director0.000.00Yes (X)$0$0$0
JEFF MOYER
Director0.000.00Yes (X)$0$0$0
KAREN ANDERSON
Director0.000.00Yes (X)$0$0$0
DRU QUESNOY
Director0.000.00Yes (X)$0$0$0
TOM HORNBURG
President0.000.00Yes (X)Yes (X)$0$0$0
DEBORAH VOLOSIN
Director0.000.00Yes (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$37,236AllOtherContributionsAmt
Total Contributions$37,236TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$200,096TotalRevenueColumnAmt
Related Or Exempt Func Income$200,096RelatedOrExemptFuncIncomeAmt

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$120,212SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$120,212SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$120,212TotalRevenueColumnAmt
Related Or Exempt Func Income$120,212RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$500FundraisingGrossIncomeAmt
Fundraising Direct Expenses$14FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$486TotalRevenueColumnAmt

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRESPITE HOUSE LEASEDesc
Total Revenue Column$1TotalRevenueColumnAmt
Related Or Exempt Func Income$1RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$358,031TotalRevenueColumnAmt
Related Or Exempt Func Income$320,309RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$196,482TotalAmt
Program Services$196,482ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$65,500TotalAmt
Program Services$65,500ProgramServicesAmt

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$19,200TotalAmt
Management And General$19,200ManagementAndGeneralAmt

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$2,969TotalAmt
Management And General$2,969ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,970TotalAmt
Management And General$4,970ManagementAndGeneralAmt

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$2,797TotalAmt
Management And General$2,797ManagementAndGeneralAmt

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$0TotalAmt

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$1,118TotalAmt
Management And General$1,118ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
BOOKKEEPING SERVICES$2,400$2,400
WEBSITE ADMINISTRATION$1,345$1,345
SUPPLIES & MISCELLANEOUS$615$615
SPONSORSHIPS$500$500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$297,896TotalAmt
Program Services$262,482ProgramServicesAmt
Management And General$35,414ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$264,566BOYAmt
EOY$359,948EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$116,845BOYAmt
EOY$178,415EOYAmt

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$0EOYAmt
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$6,977,343BOYAmt
EOY$7,303,190EOYAmt

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)
BOY$1,381BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,981,238BOYAmt
EOY$8,462,656EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$932BOYAmt
EOY$919EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$932BOYAmt
EOY$919EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$7,980,306BOYAmt
EOY$8,461,737EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,980,306BOYAmt
EOY$8,461,737EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,981,238BOYAmt
EOY$8,462,656EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$60,135ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$479,115NetUnrlzdGainsLossesInvstAmt
Investment Expense-$57,819InvestmentExpenseAmt
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$107,367CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$509,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,951CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,061CurrentTaxYearMinus1YearAmt
Current Tax Year$37,236CurrentTaxYearAmt
Total$921,127TotalAmt

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$107,367CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$509,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,951CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,061CurrentTaxYearMinus1YearAmt
Current Tax Year$37,236CurrentTaxYearAmt
Total$921,127TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$921,127PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$140,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$174,615CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191,339CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$199,045CurrentTaxYearMinus1YearAmt
Current Tax Year$200,096CurrentTaxYearAmt
Total$905,441TotalAmt

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$1,826,568TotalSupportAmt
Public Support CY1700.50430PublicSupportCY170Pct
Public Support PY1700.75670PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,176,027BeginningYearBalanceAmt
Contributions$37,237ContributionsAmt
Investment Earnings Or Losses$728,478InvestmentEarningsOrLossesAmt
Grants Or Scholarships$261,982GrantsOrScholarshipsAmt
Other Expenditures$500OtherExpendituresAmt
Administrative Expenses$34,790AdministrativeExpensesAmt
End Year Balance$7,644,470EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,399,578BeginningYearBalanceAmt
Contributions$118,061ContributionsAmt
Investment Earnings Or Losses$944,598InvestmentEarningsOrLossesAmt
Grants Or Scholarships$225,440GrantsOrScholarshipsAmt
Other Expenditures$33,070OtherExpendituresAmt
Administrative Expenses$27,700AdministrativeExpensesAmt
End Year Balance$7,176,027EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,993,648BeginningYearBalanceAmt
Contributions$148,951ContributionsAmt
Investment Earnings Or Losses$570,629InvestmentEarningsOrLossesAmt
Grants Or Scholarships$241,000GrantsOrScholarshipsAmt
Other Expenditures$55,847OtherExpendituresAmt
Administrative Expenses$16,803AdministrativeExpensesAmt
End Year Balance$6,399,578EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,302,786BeginningYearBalanceAmt
Contributions$32,372ContributionsAmt
Investment Earnings Or Losses-$919,034InvestmentEarningsOrLossesAmt
Grants Or Scholarships$260,500GrantsOrScholarshipsAmt
Other Expenditures$152,610OtherExpendituresAmt
Administrative Expenses$9,366AdministrativeExpensesAmt
End Year Balance$5,993,648EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
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 (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CASA OF TULARE COUNTY
1146 N CHINOWTH STVISALIACA93291770105876$9,600$0SURFACE PROS
HABITAT FOR HUMANITY
637 S LOVERS LANEVISALIACA93292770369291$25,000$0FORKLIFT
IMAGINE U CHILDRENS MUSEUM
210 N TIPTON STVISALIACA93292331005895$10,000$0PICNIC TABLES
PRO YOUTH
608 E CENTER AVEVISALIACA93292770337714$10,000$0HYDROPONIC FLEX FARM
SALT LIGHT
6943 W PERSHING CTVISALIACA93291352667828$10,000$0COMMUNITY LIBRARY
TULARE COUNTY CHILD ABUSE COU
P O BOX 1061VISALIACA93279942848581$13,000$0TECHNOLOGY
TULARE COUNTY HOPE FOR THE HO
2912 W MAIN ST STE AVISALIACA93291851278603$65,164$0LOW BARRIER SHELTER
VALLEY LIFE FOUNDATION
3737 W WALNUT AVEVISALIACA93277453663377$10,000$0CHOIR RISERS
VISALIA EDUCATION FOUNDATION
315 E ACEQUIA STVISALIACA93291942900046$5,718$0MICROSCOPE
VISALIA EMERGENCY AID COUNCIL
217 NE THIRD AVEVISALIACA93291941294955$7,000$0COMMERCIAL FREEZER
VISALIA GLEANING SENIORS
P O BOX 3835VISALIACA93278770282603$10,000$0SHELVING
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient21RecipientCnt
Cash Grant$65,500CashGrantAmt

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$7,370TransactionAmt
TransactionACCOUNTING 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 AND ACCOUNTING 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, Section A, Line 2FORM 990, PART VI, SECTION A-GOVERNING BODY AND MANAGEMENT: FRANCES LANGLEY IS AN ASSOCIATE OF GARY SIMMONS' ACCOUNTANCY CORPORATION.
Form 990, Part VI, Section B, Line 11bA 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 FOUNDATION'S WEBSITE.
Form 990, Part VI, Section C, Line 19THE ORGANIZATION FURNISHES COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE ORGANIZATION'S WEBSITE. 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 (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ROTARY CLUB OF VISALIA
c$5,000CASH
VISALIA COUNTY CENTER ROTARY CLUB
c$5,000CASH
VISALIA BREAKFAST ROTARY CLUB
c$4,310CASH
VISALIA SUNSET ROTARY CLUB
c$2,000CASH