THE FOUNDATION OF BONITA NAPLES ROTARY CLUB INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE FOUNDATION OF BONITA NAPLES ROTARY CLUB INC (EIN 59-3607602)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-09-28
IRS object ID
202032729349300303
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

FieldValueIRS element (for citing)
Return2020-09-28T07:33:22-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 SUITEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33919ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

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 TitlePRESIDENTPersonTitleTxt
Signature2020-09-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK MAKARA CPAPreparerPersonNm
PTINP00005590PTIN
Phone2392780762PhoneNum
Preparation2020-09-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.124.207.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-28IPDt
IP Tm07:33:22IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54EFC4D7D1433E90F8D3FE939CDD50224EA14CD2AtSubmissionCreationDeviceId
At Submission Filing Device IdD8703A68E5C42DA5AA48A4506092C17988F557D4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$222,122GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$52,076PYContributionsGrantsAmt
CY Contributions Grants$78,078CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$7,732PYInvestmentIncomeAmt
CY Investment Income$4,370CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$44,344PYTotalRevenueAmt
CY Total Revenue$82,448CYTotalRevenueAmt
PY Grants And Similar Paid$33,748PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$42,330CYGrantsAndSimilarPaidAmt
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$13,871PYOtherExpensesAmt
CY Other Expenses$39,537CYOtherExpensesAmt
PY Total Expenses$47,619PYTotalExpensesAmt
CY Total Expenses$81,867CYTotalExpensesAmt
PY Revenues Less Expenses-$3,275PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$581CYRevenuesLessExpensesAmt
Total Assets BOY$447,813TotalAssetsBOYAmt
Total Assets EOY$443,291TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$447,813NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$443,291NetAssetsOrFundBalancesEOYAmt
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$75,671ExpenseAmt
Grant$42,330GrantAmt
DescSCHOLARSHIPS AWARDED TO COLLEGE STUDENTSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$6,196ExpenseAmt
DescMISCELLANEOUS FEES AND OFFICE EXPENSESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,196TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$81,867TotalProgramServiceExpensesAmt
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 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 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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 (7 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ROBERT BORNSTEIN
DIRECTORYes (X)$0$0$0
GARY DWORKIN
DIRECTORYes (X)$0$0$0
JIM FABRY
TREASURERYes (X)$0$0$0
MICHAEL RUSK
DIRECTORYes (X)$0$0$0
KIM ANDERSON
PRESIDENT$0$0$0Yes (X)
CINDY CEDENO
TREASURER$0$0$0Yes (X)
LIN DWORKIN
SECRETARY$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$78,078AllOtherContributionsAmt
Total Contributions$78,078TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,314TotalRevenueColumnAmt
Exclusion$11,314ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$130,211SecuritiesAmt
Other$2,519OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$139,674SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$9,463SecuritiesAmt
Other$2,519OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$6,944TotalRevenueColumnAmt
Related Or Exempt Func Income-$9,463RelatedOrExemptFuncIncomeAmt
Exclusion$2,519ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,448TotalRevenueColumnAmt
Related Or Exempt Func Income-$9,463RelatedOrExemptFuncIncomeAmt
Exclusion$13,833ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$36,330TotalAmt
Program Services$36,330ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$6,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,159TotalAmt
Program Services$4,159ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$134TotalAmt
Program Services$134ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$445TotalAmt
Program Services$445ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,592TotalAmt
Program Services$1,592ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
EVENT EXPENSES$30,643$30,643
DICTIONARIES$1,852$1,852
LICENSES$212$212

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$81,867TotalAmt
Program Services$81,867ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$27,678BOYAmt
EOY$28,023EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$420,135BOYAmt
EOY$415,268EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$447,813BOYAmt
EOY$443,291EOYAmt

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$447,813BOYAmt
EOY$443,291EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$447,813BOYAmt
EOY$443,291EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$447,813BOYAmt
EOY$443,291EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$581ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,103NetUnrlzdGainsLossesInvstAmt
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 Minus3 Years$46,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,749CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,076CurrentTaxYearMinus1YearAmt
Current Tax Year$78,078CurrentTaxYearAmt
Total$188,306TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$72CurrentTaxYearMinus2YearsAmt
Total$72TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$46,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,821CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,076CurrentTaxYearMinus1YearAmt
Current Tax Year$78,078CurrentTaxYearAmt
Total$188,378TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$188,378PublicSupportTotal509Amt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,725CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,535CurrentTaxYearMinus1YearAmt
Current Tax Year$10,314CurrentTaxYearAmt
Total$19,574TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$46,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,611CurrentTaxYearMinus1YearAmt
Current Tax Year$88,392CurrentTaxYearAmt
Total$207,952TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90590PublicSupportCY509Pct
Public Support PY5090.92250PublicSupportPY509Pct
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$82,448TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$82,448RevenueSubtotalAmt
Total Revenue Per Form990$82,448TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$81,867TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$81,867ExpensesSubtotalAmt
Total Expenses Per Form990$81,867TotalExpensesPerForm990Amt

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$36,330CashGrantAmt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Cash Grant$6,000CashGrantAmt

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

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