LOS OLIVOS ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOS OLIVOS ROTARY CLUB FOUNDATION (EIN 71-0943361)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-27
- IRS object ID
- 202011189349200201
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-27T05:53:39-04:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710943361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Los Olivos Rotary Club Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Richard Nagler | InCareOfNm |
| Business Name Control | LOSO | BusinessNameControlTxt |
| Phone | 8052454387 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 903 | AddressLine1Txt |
| City | Los Olivos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 934410903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Nagler | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-04-27 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.202.197.243 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-27 | IPDt |
| IP Timezone | ES | IPTimezoneCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | losolivosrotary.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $58,246 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $21,593 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $380 | MembershipDuesAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $36,273 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $36,273 | SpecialEventsNetIncomeLossAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $58,246 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $44,150 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $300 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $4,306 | OtherExpensesTotalAmt |
| Total Expenses | $48,756 | TotalExpensesAmt |
| Excess Or Deficit For Year | $9,490 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $78,288 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $650 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $88,428 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,288 | BOYAmt |
| EOY | $87,778 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $650 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,288 | BOYAmt |
| EOY | $88,428 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,288 | BOYAmt |
| EOY | $88,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide support for worthy nonprofit organizations and projects in the local community, disburse grants of scholarships, and provide support for worthy international nonprofit charitable organizations. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt | Foreign GrantsForeignGrantsInd |
|---|---|---|---|
| Provided scholarships to students Alan Hancock College, our local community college | $4,500 | $4,500 | |
| Provided funding for building a home for a poor family in Guatemala with substantial hands on experience for students from a local high school who traveled there to work on the project. This was done with a grant to Constru Casa | $5,000 | $0 | Yes (X) |
| Provided funds to Los Olivos Rotary Club for them to construct 14 tiny library boxes that were installed at different locations in the local area and stocked with books. | $2,112 | ||
| Schedule O for Part 1, Line 10 less entries for Alan Hancock College and Constru Casa plus Part 1, Line 16 | $34,650 | $38,956 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,568 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Dean Davidge | ||
| President | 0 | $0 |
| Peter Robbins | ||
| Treasurer | 0 | $0 |
| Carol Puck Lohnas | ||
| Secretary | 0 | $0 |
| Randall Day | ||
| Director | 0 | $0 |
| Rich Nagler | ||
| Director | 0 | $0 |
| Susan Dullea | ||
| Director | 0 | $0 |
| Ray Lopez | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gabriella Robbins | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 903 | AddressLine1Txt |
| City | Los Olivos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056868800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,973 | CurrentTaxYearAmt |
| Total | $92,959 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,971 | CurrentTaxYearAmt |
| Total | $253,721 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,944 | CurrentTaxYearAmt |
| Total | $346,680 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $4,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $342,080 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $16 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $16 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,944 | CurrentTaxYearAmt |
| Total | $346,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II - Line 10 | | Year:, Amount:, Description:| 2014, , | 2015, | 2016, | 2017, | 2018, | |
| Part III - Line 12 | | Year:, Amount:, Description:| 2014, , | 2015, | 2016, | 2017, | 2018, | |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Olive & Jazz Festival | Event1Nm |
| Gross Receipts Event1 | $68,446 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,971 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $931 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,351 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,416 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $68,446 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,475 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $55,971 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $931 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,351 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,416 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,698 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $36,273 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 10 | | Grants And Similar Amounts Paid:, Amount:| Allan Hancock College 800 S College Drive Santa Maria CA 93454 4500 1500 Buellton Senior Center 164 W Hwy 246 Buellton CA 93427 1650 750 "Center for Development in Central America Jubilee House Community Inc 420 LongHorn Dr Rock Hill SC 29732 " 2000 Circle V Ranch Camp 2550 Hwy 154 Santa Barbara CA 93105 1500 "Cleveland Clinic Foundation Doug Herthel DVM Memorial Research Fund PO Box 931517 Clevelnd OH 44193-1655 " 1000 "Constru Casa 1RA. Avenica Sur #62 La Antigua Guatemala " 5000 "Dunn School Interact Club PO Box 98 Los Olivos CA 93441 " 50 Four Leaf Clover Foundation PO Box 451 Los Alamos CA 93440 500 Friends of Solvang Library PO Box 1476 Solvang CA 93464 1000 "Girl Scouts of California - Central Coast 1500 Palma Dr #110 Ventura CA 93003 " 250 Jalia Carlton-Carew Student at UC Santa Barbara 250 Little Village Foundation 606 Alamo Pintado Rd Ste 3-225 Solvang CA 93463 750 Los Alamos Foundation PO Box 477 Los Alamos CA 93440 750 Los Padres Council Boy Scouts of America 4000 Modoc Rd Santa Barbara CA 93110 1500 Lotus Outreach 1104 N Signal St Ojai CA 93023 1200 Loyal Teach PO Box 412 Los Olivos CA 93441 250 Mia's Children Foundation Inc 9245 Poplar Ave Ste 5 #380 Germantown TN 98138 1500 "PathPoint 15 W Haley St Ste 102 Santa Barbara CA 93101 " 500 "PCPA Outreach 800 S College Dr Santa Maria CA 93454 " 1000 Rotary District 5240 RYLA 2405 Snowdrop Dr Bakersfield CA 93311 1200 "San Antonio School Guatemala c/o Rotary Club of Fargo-Moorhead PM 4301 17th Ave S Fargo ND 58104 " 1000 Santa Barbara County Food Bank 490 W Foster Rd Santa Maria CA 93455 1000 Santa Ynez Valley Botanic Garden PO Box 1623 Buellton CA 93427 1000 Santa Ynez Valley Cottage Hospital 2050 Viborg Rd Solvang CA 93463 750 Santa Ynez Valley High School Boosters 2975 CA-246 Santa Ynez CA 93460 500 Santa Ynez Valley High School PTSA 2975 CA-246 Santa Ynez CA 93460 250 Santa Ynez Valley Master Chorale PO Box 1902 Santa Ynez CA 93460 250 Santa Ynez Valley People Helping People 545 Alisal Rd #102 Solvang CA 93463 1250 Santa Ynez Valley Terapeutic Riding 195 N Refugio Rd Santa Ynez CA 93460 500 Santa Ynez Valley Union High School - Pirate Garage 2975 CA-246 Santa Ynez CA 93460 250 Sarah House Santa Barbara 2612 Modoc Rd Santa Barbara CA 93105 500 See International 175 Cremona Dr Ste 100 Santa Barbara CA 93117 500 Senait Learning Center Addis Abada 500 ShelterBox 8374 Market St #203 Lakewood Ranch FL 34202 1000 Solvang Festival Theater 433 Second St Solvang CA 93464 750 Solvang Friendship House 880 Friendship Ln Solvang CA 93463 750 Solvang Senior Center 1745 Mission Dr #A Solvang CA 93464 400 Stuart C Gildred Family YMCA 900 N Refugio Rd Santa Ynez CA 93460 500 "Transitiones #80 Colonia Cendelaria Antigua Guatemala " 1000 Unite to Light PO Box 612 Goleta CA 93116 1000 "Valley Wind Ensemble 2139 Holly Lane Solvang CA 93463 " 500 Veggie Rescue PO Box 1651 Santa Ynez CA 93460 1250 We Support the Troups 2020 High Meadow Rd Solvang CA 93463 750 WINGS Guatemala PO Box 1043 Pueblo CO 81002 1000 Youth Empowered Gym 320 Alisal Rd #106 Solvang CA 93464 650, $44150| |
| Part I, line 16 | | Other Expenses:, Amount:| Internship mentor 1500 Sunnyfields Park workday 48 Senior center dinners 561 CRFG Grafting 85 Little Library project 2112, $4306| |
| Part I, line 20 | | Explanation:, Amount:| Note receivable KIVA, $650| |
| Part II, line 24 | | Explanation:, BOYAmount:, EOYAmount:| Note Receivable KIVA, $0, $650| |
| Part III, line 31 | |Explanation:, Grants Amount:, Expense Amount:|Schedule O for Part 1, Line 10 less entries for Alan Hancock College and Constru Casa plus Part 1, Line 16, $34650, $38956| |
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