CULVER CITY ROTARY COMMUNITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CULVER CITY ROTARY COMMUNITY FOUNDATION (EIN 95-4103705)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-08-15
- IRS object ID
- 201842279349303429
- Schema version
- 2016v3.0
- 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 | 2018-08-15T20:00:27-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320530003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUIGLEY & MIRON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 1660 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954103705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULVER CITY ROTARY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CULV | BusinessNameControlTxt |
| Phone | 3106492960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902320099 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYN CARON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3106492960 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONI FUJIHARA | PreparerPersonNm |
| PTIN | P01370973 | PTIN |
| Phone | 2136393550 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | LYN CARON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902320099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,498,361 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CULVER CITY ROTARY COMMUNITY FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT ON A CONTINUING BASIS FOR LOCAL CHARITABLE ORGANIZATIONS AND TO FUND HUMANITARIAN PROJECTS THAT PROMOTE EDUCATION OR SOCIAL WELFARE PURPOSES. THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION SUPPORTED SOLELY BY CONTRIBUTIONS FROM MEMBERS OF THE ROTARY CLUB OF CULVER CITY AND FRIENDS OF THE FOUNDATION WHO SHARE THE ROTARY VISION OF WORLD UNDERSTANDING, GOODWILL, AND PEACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,054 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,465,803 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,220 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,850 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,585 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $138,859 | PYTotalRevenueAmt |
| CY Total Revenue | $10,482,653 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $81,139 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,193 | PYOtherExpensesAmt |
| CY Other Expenses | $23,305 | CYOtherExpensesAmt |
| PY Total Expenses | $96,332 | PYTotalExpensesAmt |
| CY Total Expenses | $31,405 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,527 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,451,248 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $412,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,905,791 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $412,069 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,905,791 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE CULVER CITY ROTARY COMMUNITY FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT ON A CONTINUING BASIS FOR LOCAL CHARITABLE ORGANIZATIONS AND TO FUND HUMANITARIAN PROJECTS THAT PROMOTE EDUCATION OR SOCIAL WELFARE PURPOSES. THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION SUPPORTED SOLELY BY CONTRIBUTIONS FROM MEMBERS OF THE ROTARY CLUB OF CULVER CITY AND FRIENDS OF THE FOUNDATION WHO SHARE THE ROTARY VISION OF WORLD UNDERSTANDING, GOODWILL, AND PEACE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,203 | ExpenseAmt |
| Grant | $2,000 | GrantAmt |
| Desc | COMMUNITY SERVICE: THE FOUNDATION SPONSORS AND SUPPORTS VARIOUS COMMUNITY SERVICE PROGRAMS, SUCH AS: 1) THE CULVER CITY SCHOOL WEEKEND BACKPACK PROGRAM, WHICH PROVIDES BACKPACKS FILLED WITH FOOD FOR DISADVANTAGED YOUTH, 2) THE CULVER CITY TEEN CENTER, 3) THE CULVER CITY COMMUNITY SCHOLARSHIP FUND THAT AWARDS SCHOLARSHIPS TO HIGH SCHOOL GRADUATES TO CONTINUE THEIR EDUCATION, 4) THE CULVER-PALMS YMCA WHO WORK TO ENRICH THE LIVES OF FAMILIES IN THE COMMUNITY, AND 5) THE LOCAL BOY SCOUT TROUP AND CULVER CITY HIGH SCHOOL STUDENT CLUBS THAT PROVIDE VARIOUS SERVICES THROUGHOUT THE COMMUNITY AND TEACHES THEIR PARTICIPANTS LEADERSHIP AND LIFE SKILLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,100 | ExpenseAmt |
| Grant | $5,100 | GrantAmt |
| Desc | INTERNATIONAL SERVICE: THE FOUNDATION ACTIVELY PARTICIPATES IN STUDENT AND GROUP STUDY EXCHANGE PROGRAMS WITH AUSTRALIA, INDIA, AND JAPAN BY SPONSORING, HOSTING, AND ARRANGING FOR PARTICIPANTS TO TRAVEL TO, AND LEARN ABOUT, OTHER COUNTRIES AND CULTURES. THE FOUNDATION HAS ALSO PROVIDED FUNDING FOR ROTARY INTERNATIONAL'S HUMANITARIAN AID PROJECTS, SUCH AS THEIR POLIO PLUS CAMPAIGN TO ERADICATE POLIO WORLDWIDE AND PROVIDE CORRECTIVE SURGERY TO POLIO VICTIMS AND THEIR WHEELCHAIR PROJECT AND MEDICAL CLINICS IN DEVELOPING COUNTRIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,000 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Desc | VOCATIONAL SERVICE: THE FOUNDATION SUPPORTS ROTARY INTERNATIONAL'S VOCATIONAL SERVICE CONCEPT, WHICH PROMOTES AND FOSTERS HIGH ETHICAL STANDARDS IN BUSINESS, USING YOUR SKILLS AND EXPERTISE TO SERVE A COMMUNITY, AND GUIDING AND ENCOURAGING OTHERS IN THEIR PROFESSIONAL DEVELOPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,303 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | 0 | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CY PIERCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106492960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902320099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES R PERELMAN | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYN CARON | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARMELA RAACK | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANET CHABOLA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE JAGGER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH JONES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CY PIERCE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW SISOLAK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,465,803 | AllOtherContributionsAmt |
| Total Contributions | $10,465,803 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,042 | TotalRevenueColumnAmt |
| Exclusion | $16,042 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,516 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,708 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $808 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $808 | TotalRevenueColumnAmt |
| Exclusion | $808 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,482,653 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,850 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,100 | TotalAmt |
| Program Services | $8,100 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,589 | TotalAmt |
| Management And General | $4,589 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858 | TotalAmt |
| Management And General | $858 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM SERVICES | $15,203 | $15,203 | |
| OUTSIDE SERVICES | $2,500 | $2,500 | |
| LICENSES AND PERMITS | $125 | $125 | |
| BANK CHARGES | $30 | $30 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,405 | TotalAmt |
| Program Services | $23,303 | ProgramServicesAmt |
| Management And General | $8,102 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,851 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,461,404 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,009,474 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,218 | BOYAmt |
| EOY | $434,913 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,069 | BOYAmt |
| EOY | $10,905,791 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,069 | BOYAmt |
| EOY | $10,905,791 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,069 | BOYAmt |
| EOY | $10,905,791 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,069 | BOYAmt |
| EOY | $10,905,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,451,248 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,720 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $9,754 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,975 | CurrentTaxYearAmt |
| Total | $144,317 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,338 | CurrentTaxYearMinus1YearAmt |
| Total | $91,003 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,975 | CurrentTaxYearAmt |
| Total | $235,320 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $235,320 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,969 | CurrentTaxYearAmt |
| Total | $87,353 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,969 | CurrentTaxYearAmt |
| Total | $87,353 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,944 | CurrentTaxYearAmt |
| Total | $322,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.72930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77770 | PublicSupportPY509Pct |
| Investment Income CY | 0.27070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.22000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: CASH DATE: 03/31/17 AMOUNT: 10460828. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,515,373 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,720 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $32,720 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,482,653 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,482,653 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,405 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,405 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,405 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT JUNE 30, 2017. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROTARY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVE | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 602013698 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 363245072 | RecipientEIN |
| IRC Section | 501(C)(4) | IRCSectionDesc |
| Cash Grant | $5,100 | CashGrantAmt |
| Purpose Of Grant | TO PROVIDE HUMANITARIAN GRANTS. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A | THE BOARD OF DIRECTORS DOES NOT TAKE BOARD MEETING MINUTES OR DOCUMENT OTHER ACTIONS TAKEN. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD OF DIRECTORS DOES NOT TAKE BOARD MEETING MINUTES OR DOCUMENT OTHER ACTIONS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS REVIEWED AND APPROVED BY MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD OF DIRECTORS HAS RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. THIS RESPONSIBILITY IS UNCHANGED FROM THE PRIOR YEAR. |
| FORM 990, PAGE 1, BOX B - AMENDED RETURN: | THE ORGANIZATION IS FILING AN AMENDED FORM 990 RETURN FOR THE YEAR ENDED 6/30/17 BECAUSE ITS ORIGINAL FILING WAS SUBMITTED BEFORE ITS FINANCIAL STATEMENTS AUDIT HAD BEEN COMPLETED. AFFECTED FORM 990 LINE ITEMS ARE DTAILED BELOW: FORM 990, PAGE 1, BOX G - GROSS RECEIPTS: AS ORIGINALLY FILED 2,487,814 AS AMENDED 10,498,361 AMOUNT OF INCREASE 8,010,547 FORM 990, PAGE 1, PART I - SUMMARY: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LN 8 - CONTRIBUTIONS 2,456,329 10,465,803 8,009,474 LN 10 - INVESTMENT INC 15,777 16,850 1,073 LN 12 - TOTAL REVENUE 2,472,106 10,482,653 8,010,547 LN 13 - GRANTS PAID 9,100 8,100 (1,000) LN 17 - OTHER EXPENSES 22,123 23,305 1,182 LN 18 - TOTAL EXPENSES 31,223 31,405 182 LN 19 - REV LESS EXPS 2,440,883 10,451,248 8,010,365 LN 20 - TOTAL ASSETS 2,899,937 10,905,791 8,005,854 LN 22 - NET ASSETS 2,899,937 10,905,791 8,005,854 FORM 990, PAGE 2, PART III - STMT OF PROGRAM SERVICE ACCOMPLISHMENTS: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LINE 4A - COMMUNITY SERVICE GRANTS 3,000 2,000 (1,000) REVENUE 3,160 0 (3,160) FORM 990, PAGE 9, PART VIII - STATEMENT OF REVENUE: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LN 1F - OTH CONTRIBUTIONS 2,456,329 10,465,803 8,009,474 LN 1H, COL A - TOTAL 2,456,329 10,465,803 8,009,474 LN 3, COL A&D - INVEST INC 14,969 16,042 1,073 LN 12 - TOTAL REVENUE COLUMN A 2,472,106 10,482,653 8,010,547 COLUMN D 15,777 16,850 1,073 FORM 990, PAGE 10, PART IX - STATEMENT OF FUNCTIONAL EXPENSES: TOTAL PROGRAM M&G COLUMN A COLUMN B COLUMN C -------- -------- -------- LINE 1 - GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AS ORIGINALLY FILED 9,100 9,100 0 AS AMENDED 8,100 8,100 0 AMOUNT OF DECREASE (1,000) (1,000) 0 LINE 13 - OFFICE EXPENSES AS ORIGINALLY FILED 676 0 676 AS AMENDED 858 0 858 AMOUNT OF INCREASE 182 0 182 LINE 24A - OTHER EXPENSES, PROGRAM SERVICES AS ORIGINALLY FILED 14,203 14,203 0 AS AMENDED 15,203 15,203 0 AMOUNT OF INCREASE 1,000 1,000 0 LINE 25 - TOTAL FUNCTIONAL EXPENSES AS ORIGINALLY FILED 31,223 23,303 7,920 AS AMENDED 31,405 23,303 8,102 AMOUNT OF INCREASE 182 0 182 FORM 990, PAGE 11, PART X - BALANCE SHEET: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LN 1 , COL B - CASH, NON-INT 6,124 0 (6,124) LN 2 , COL B - SAVINGS 2,458,900 2,461,404 2,504 LN 3 , COL B - GRANTS REC 0 8,009,474 8,009,474 LN 16, COL B - TOTAL ASSETS 2,899,937 10,905,791 8,005,854 LNS 27, 33, & 34, COL B - UNRESTRICTED NET ASSETS/TOTAL NET ASSETS 2,899,937 10,905,791 8,005,854 FORM 990, PAGE 12, PART XI - RECONCILIATION OF NET ASSETS: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LN 1 - TOTAL REVENUE 2,472,106 10,482,653 8,010,547 LN 2 - TOTAL EXPENSES 31,223 31,405 182 LN 3 - REVENUE LESS EXPS 2,440,883 10,451,248 8,010,365 LN 8 - PRIOR PERIOD ADJ 14,265 9,754 (4,511) LN 10 - ENDING NET ASSETS 2,899,937 10,905,791 8,005,854 SCHEDULE A, PAGE 3, PART III, SECTION A - SUPPORT SCHEDULE: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LNS 7A&7C, COLS (E)&(F) - AMOUNTS RECEIVED FROM DISQUALIFIED PERSONS 1,660 0 (1,660) LN 8, COL (F) - PUBLIC SUPP 233,660 235,320 1,660 SCHEDULE A, PAGE 3, PART III, SECTION C - SUPPORT SCHEDULE: LINE 15 - PUBLIC SUPPORT PERCENTAGE FOR 2016 AS ORIGINALLY FILED 72.41% AS AMENDED 72.93% AMOUNT OF INCREASE 0.52% SCHEDULE A, PAGE 8, PART VI - SUPPLEMENTAL INFORMATION: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- AMT OF UNUSUAL GRANTS REC'D 2,451,354 10,460,828 8,009,474 SCHEDULE B, PAGE 2, PART I - CONTRIBUTORS: COLUMN (A), NO. 1 - RETIREMENT HOUSING FOUNDATION AS ORIGINALLY FILED 2,451,354 AS AMENDED 10,460,828 AMOUNT OF INCREASE 8,009,474 SCHEDULE D, PAGE 4, PART XI - RECONCILIATION OF REVENUE: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LN 1 - TOTAL REV PER F/S 2,500,237 10,515,373 8,015,136 LN 3 - SUBTOTAL 2,467,517 10,482,653 8,015,136 LN 4A&4C - INVESTMENT EXPS 4,589 0 (4,589) LN 5 - TOTAL REVENUE 2,472,106 10,482,653 8,010,547 SCHEDULE D, PAGE 4, PART XII - RECONCILIATION OF EXPENSES: AS ORIGINALLY INCREASE/ FILED AS AMENDED (DECREASE) ------------- ---------- ---------- LN 1 - TOTAL EXPS PER F/S 26,634 31,405 4,771 LN 3 - SUBTOTAL 26,634 31,405 4,771 LN 4A&4C - INVESTMENT EXPS 4,589 0 (4,589) LN 5 - TOTAL EXPENSES 31,223 31,405 182 |