ROTARY CLUB OF MARTINEZ FOUNDATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF MARTINEZ FOUNDATION (EIN 46-1490791)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-12
IRS object ID
201803169349202800
Schema version
2017v2.2
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)
Return2018-11-12T14:45:12-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680320548PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Arlene K Mose CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1367 Civic Drive Suite 12AddressLine1Txt
CityPleasant HillCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945231935ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461490791EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF MARTINEZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone9259330920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 422AddressLine1Txt
CityMARTINEZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOB BYERSPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARLENE K MOSE CPAPreparerPersonNm
PTINP00185575PTIN
Phone9256800110PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMARTINEZROTARY.ORG/MARTINEZ-ROTARY-FOUNDATIONWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$14,819GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$12,197ContributionsGiftsGrantsEtcAmt
Investment Income$3InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$2,619FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,301SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$318SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$12,518TotalRevenueAmt
Grants And Similar Amounts Paid$19,878GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$207OtherExpensesTotalAmt
Total Expenses$20,085TotalExpensesAmt
Excess Or Deficit For Year-$7,567ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$28,396NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,829NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$28,396BOYAmt
EOY$20,829EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,396BOYAmt
EOY$20,829EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$28,396BOYAmt
EOY$20,829EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO ADVANCE GOODWILL AND PEACE THROUGH IMPROVEMENT OF HEALTH, SUPPORT OF EDUCATION, AND ALLEVIATION OF POVERTY. PROVIDES A VEHICLE FOR TAX DEDUCTIBLE GIFTS, PROVIDING FOR INCREASED HUMANITARIAN BENEFITS IN THE AREA CHARTERED TO THE ROTARY CLUB OF MARTINEZ.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
CHARITABLE SUPPORT OF 501(C)(3) ORGANIZATIONS WHICH ARE ADVANCING HEALTH, EDUCATION, AND THE ALLEVIATION OF PROVERTY.$10,878$10,878
SCHOLARSHIPS AWARDED TO COLLEGE BOUND HIGH SCHOOLS STUDENTS BASED ON THEIR CHARACTER, ACADEMIC ACHIEVEMENT, & INVOLVEMENT IN SCHOOL AND COMMUNITY AFFAIRS.$9,000$9,000
FieldValueIRS element (for citing)
Total Program Service Expenses$19,878TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
AL MORRIS
PRESIDENT1.00$0
JAMES PORTER
Secretary1.00$0
BOB BYERS
Treasurer2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBOB BYERSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 422AddressLine1Txt
CityMARTINEZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94523ZIPCd
FieldValueIRS element (for citing)
Phone9252859732PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)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 Minus3 Years$21,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,222CurrentTaxYearMinus1YearAmt
Current Tax Year$38,197CurrentTaxYearAmt
Total$103,006TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$21,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,222CurrentTaxYearMinus1YearAmt
Current Tax Year$38,197CurrentTaxYearAmt
Total$103,006TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$103,006PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2CurrentTaxYearMinus1YearAmt
Total$2TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2CurrentTaxYearMinus1YearAmt
Total$2TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$21,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,224CurrentTaxYearMinus1YearAmt
Current Tax Year$38,197CurrentTaxYearAmt
Total$103,008TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind
Public Support CY5090.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.37| Donee's Name: STUDENT SCHOLARSHIPS -SEE LIST | Donee's Address: PO BOX 422 MARTINEZ CA 94553 | Cash Amount Given: $9000
Other Expenses.1SUPPLIES $139
Other Expenses.2BANK FEE $43
Other Expenses.3LIQUOR LICENSE $25
STATEMENT OF ACCOMPLISHMENTS-DONATIONSTHE FOUNDATION RAISES MONEY AND MAKES CHARITABLE CONTRIBUTIONS IN ACCORANDANCE WITH THE FOLLOWING GUIDELINES: Contributions to schools for educational scholarships, Charitable contributions for youth activities and to youth organizations within, or substantially benefiting, the Martinez area and/or California, Other charitable organizations within, or substantially benefiting, the Martinez area and/or California, Charitable organizations which help alleviate suffering in a time of crisis, Other 501(c)(3) ORGANIZATIONS approved by a majority of the members of the Foundation.DURING THE 2017 YEAR, THE FOUNDATION MADE DONATIONS TO NONPROFIT, COMMUNITY, SCHOOL AND CIVIC ORGANIZATIONS AS FOLLOWS: CAMP ROYAL $ 1,790 ADOPT A FAMILY $ 345 BOYS N GIRLS CLUB $ 1,403 CLAYTON VALLEY ROTARY $ 500 CONCORD ROTARY $ 1,000 CC/SOLANO FOOTBALL $ 1,000 KENNEDY-KING SCHOLARSHIP $ 1,000 MARTINEZ CHAMBER OF COMMERCE $ 300 MEALS ON WHEELS $ 1,000 ROTO CARE $ 250 SENIOR CENTER $ 500 MARTINEZ EDUCATION FOUNDATION $ 500 WHITE PONY EXPRESS $ 250 HURRICANE HARVEY $ 500 ROTARY FOUNDATION $ 40 SALVATION ARMY $ 250 ST CATHERINES $ 250 --------- TOTAL $10,878 =========
STATEMENT OF ACCOMPLISHMENTS-SCHOLARSHIPSDURING THE 2017 YEAR, THE FOUNDATION MADE DONATIONS TO SIX HIGH SCHOOL SENIORS WHO HAD EXCELLENT ACADEMIC RECORDS AND A HISTORY OF VOLUNTEERING IN MANY COMMUNITY SERVICE PROJECTS. THESE STUDENTS ARE CURRENTLY PURSUING A 4 YR DEGREE IN VARIOUS FIELDS AS FOLLOWS: MAGGIE MCCOY $ 1,500 ROBERT VIANO $ 1,500 MORGAN AZEVEDO $ 1,500 ERICA CARDINAL-LOPEZ $ 1,500 WILLIAM SHUMATE $ 1,500 TYLER BONHAM $ 1,500 ------- TOTAL $ 9,000 ========

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.