ROTARY CLUB OF BENICIA FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF BENICIA FOUNDATION (EIN 68-0484934)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-08-22
IRS object ID
201932349349300938
Schema version
2018v3.1
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)
Return2019-08-22T14:28:55-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680402428PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AYCOCK AND EDGMON CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 637AddressLine1Txt
CityFERNDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP955360637ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680484934EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF BENICIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone7075903195PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 421AddressLine1Txt
CityBENICIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94510ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM WARRENPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2019-08-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP R AYCOCKPreparerPersonNm
PTINP00128268PTIN
Phone7077869798PhoneNum
Preparation2019-08-22PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-22IPDt
IP Tm14:28:55IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFA3463838DF3C9BECD8325E08ECB226E2301C8B5AtSubmissionCreationDeviceId
At Submission Filing Device IdFA3463838DF3C9BECD8325E08ECB226E2301C8B5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREW LEWISPrincipalOfficerNm
Gross Receipts$49,377GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$14,277PYContributionsGrantsAmt
CY Contributions Grants$14,754CYContributionsGrantsAmt
PY Program Service Revenue$33,568PYProgramServiceRevenueAmt
CY Program Service Revenue$34,620CYProgramServiceRevenueAmt
PY Investment Income$3PYInvestmentIncomeAmt
CY Investment Income$3CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$47,848PYTotalRevenueAmt
CY Total Revenue$49,377CYTotalRevenueAmt
PY Grants And Similar Paid$31,892PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$30,180CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$19,429CYTotalFundraisingExpenseAmt
PY Other Expenses$22,816PYOtherExpensesAmt
CY Other Expenses$22,928CYOtherExpensesAmt
PY Total Expenses$54,708PYTotalExpensesAmt
CY Total Expenses$53,108CYTotalExpensesAmt
PY Revenues Less Expenses-$6,860PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,731CYRevenuesLessExpensesAmt
Total Assets BOY$25,078TotalAssetsBOYAmt
Total Assets EOY$21,347TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,078NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,347NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$30,180ExpenseAmt
Grant$30,180GrantAmt
DescGRANTS TO LIBERTY HIGH SCOOL FOR PROJECTS FOR CHALLENGED STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescDONATIONS TO LOCAL CHARITIESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$30,180TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM WARRENPersonNm
Phone7075903195PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 421AddressLine1Txt
CityBENECIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94510ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JIM TRIMBLE
OFFICER AT LYes (X)$0$0$0
MARTHA CHRISTOPHER
PRESIDENTYes (X)$0$0$0
WILLIAM WARREN
TREASURERYes (X)$0$0$0
ANDREW LEWIS
PRESIDENT ELYes (X)$0$0$0
HEIDI BENJAMIN
SECRETARYYes (X)$0$0$0
STEVE MCCLURE
SERGEANT OFYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$14,754AllOtherContributionsAmt
Total Contributions$14,754TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFROM CSA IMPORTDesc
Total Revenue Column$34,620TotalRevenueColumnAmt
Related Or Exempt Func Income$34,620RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$34,620TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3TotalRevenueColumnAmt
Exclusion$3ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,377TotalRevenueColumnAmt
Related Or Exempt Func Income$34,620RelatedOrExemptFuncIncomeAmt
Exclusion$3ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$30,180TotalAmt
Program Services$30,180ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,260TotalAmt
Management And General$1,260ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,218TotalAmt
Fundraising$17,218FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS EXPENSES$2,239$2,239
FUND RAISING EXPENSES$2,211$2,211

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$53,108TotalAmt
Program Services$30,180ProgramServicesAmt
Management And General$3,499ManagementAndGeneralAmt
Fundraising$19,429FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,208BOYAmt
EOY$21,347EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY-$130BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,078BOYAmt
EOY$21,347EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,527BOYAmt
EOY$6,796EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,551BOYAmt
EOY$14,551EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,078BOYAmt
EOY$21,347EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,078BOYAmt
EOY$21,347EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,731ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$70,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,277CurrentTaxYearMinus1YearAmt
Current Tax Year$14,754CurrentTaxYearAmt
Total$176,712TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$408CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,823CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,568CurrentTaxYearMinus1YearAmt
Current Tax Year$34,620CurrentTaxYearAmt
Total$122,385TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$7,623CurrentTaxYearMinus2YearsAmt
Total$7,623TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,071CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,475CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,845CurrentTaxYearMinus1YearAmt
Current Tax Year$49,374CurrentTaxYearAmt
Total$306,720TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$306,720PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$36TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$36TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,489CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,961CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,848CurrentTaxYearMinus1YearAmt
Current Tax Year$49,377CurrentTaxYearAmt
Total$306,756TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Cash GrantCashGrantAmt
TOTAL ONE-TIME FOUNDATION GRANTS
$18,126
LHS GRANTS
$9,804

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART XI, LINE 9ROUNDING 0

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