SANTA CRUZ ROTARY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SANTA CRUZ ROTARY FOUNDATION (EIN 33-1125601)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201703199349311365
- 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 | 2017-11-15T14:16:51-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472635420 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seghetti Waxler Castillo & Gonzalez | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 Porter Street 12 | AddressLine1Txt |
| City | Soquel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95073 | 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 | 331125601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santa Cruz Rotary Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8313455182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 497 | AddressLine1Txt |
| City | Santa Cruz | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ian Mackenzie | PersonNm |
| Person Title | Secretary / Treasurer | PersonTitleTxt |
| Phone | 8313455182 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cristian Gonzalez | PreparerPersonNm |
| PTIN | P01314375 | PTIN |
| Phone | 8314257676 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.74.72.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 18:45:24 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E3787EC8B30F4268F109200A338DB9B9A1D59C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0FA567B5D22C54082923564846D99C53573573C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 497 | AddressLine1Txt |
| City | Santa Cruz | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $173,690 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.santacruzrotary.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To assist charitable, educational and scientific programs in the Santa Cruz Area and Internationally. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $52,452 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,140 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$14,689 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | $63,938 | PYOtherRevenueAmt |
| CY Other Revenue | $86,342 | CYOtherRevenueAmt |
| PY Total Revenue | $101,701 | PYTotalRevenueAmt |
| CY Total Revenue | $114,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $49,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $67,032 | 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 | $6,322 | PYOtherExpensesAmt |
| CY Other Expenses | $7,400 | CYOtherExpensesAmt |
| PY Total Expenses | $56,032 | PYTotalExpensesAmt |
| CY Total Expenses | $74,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $45,669 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $39,744 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $355,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $414,907 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $355,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $414,907 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To benefit charitable, educational and scientific programs in the area of Santa Cruz, California specifically including, but not limited to education scholarships, community events, parks and recreation, programs for youth and senior citizens, mentally and physically disadvantaged and other health and humanitarian needs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $51,242 | ExpenseAmt |
| Grant | $51,242 | GrantAmt |
| Desc | The primary objective of the Foundation is to support charitable, educational and scientific programs in the Santa Cruz Area. The Foundation's Benevolence and Grants committee distributed funds to various local organizations that further this objective. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,790 | ExpenseAmt |
| Grant | $15,790 | GrantAmt |
| Desc | The secondary objective of the Foundation is to support charitable, educational and scientific programs internationally. The Foundation's Board of Directors used funds to purchase equipment for various U.S. individuals and U.S. Organizations that take this equipment for use in foreign countries. Specifically, the equipment included an AMO Sovereign Compact Unit for use in Guatemala, as well as a Water Filtration Unit for use in Mexico. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $67,032 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ian Mackenzie | PersonNm |
| Phone | 8314251492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1492 Soquel Avenue | AddressLine1Txt |
| City | Santa Cruz | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Jim Weisenstein | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ian Mackenzie | ||||||
| Secretary / Treasurer / Director | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Sid Slatter | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Annie Asche | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Aleene Althouse | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Allard | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Fred Gawlick | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Janet Gluch | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Colleen Harrison | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bob Bosso | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tom Parker | ||||||
| Director | 1.00 | 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 | $14,140 | AllOtherContributionsAmt |
| Total Contributions | $14,140 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,342 | TotalRevenueColumnAmt |
| Exclusion | $7,342 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,554 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,202 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,352 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,352 | TotalRevenueColumnAmt |
| Exclusion | $6,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $100,654 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $14,312 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,342 | TotalRevenueColumnAmt |
| Exclusion | $86,342 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,036 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,242 | TotalAmt |
| Program Services | $51,242 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,790 | TotalAmt |
| Program Services | $15,790 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785 | TotalAmt |
| Management And General | $785 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,265 | TotalAmt |
| Management And General | $4,265 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Past President's Dinner | Desc |
| Total | $2,350 | TotalAmt |
| Management And General | $2,350 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,432 | TotalAmt |
| Program Services | $67,032 | ProgramServicesAmt |
| Management And General | $7,400 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,932 | BOYAmt |
| EOY | $42,325 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,730 | BOYAmt |
| EOY | $372,582 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,662 | BOYAmt |
| EOY | $414,907 | 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 | $355,662 | BOYAmt |
| EOY | $414,907 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,662 | BOYAmt |
| EOY | $414,907 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,662 | BOYAmt |
| EOY | $414,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $39,744 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,501 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,371 | CurrentTaxYearAmt |
| Total | $188,065 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,371 | CurrentTaxYearAmt |
| Total | $188,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $188,065 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$14,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,313 | CurrentTaxYearAmt |
| Total | $46,790 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,654 | CurrentTaxYearAmt |
| Total | $284,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $519,356 | TotalSupportAmt |
| Public Support CY170 | 0.36210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Annual Fundraising Event - 2012 Amount: $ 17,044. 2013 Amount: $ 39,518. 2014 Amount: $ 52,872. 2015 Amount: $ 74,413. 2016 Amount: $ 100,654. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Service | Accessible eye care services to indigents in Guatemala | $8,290 |
| North America | 0 | 0 | Program Service | Install water purification systems in Mexico | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,790 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,790 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Provide equipment to U.S. individuals that are earmarked for use in Guatemala | Central America and the Caribbean | 1000 | $0 | N/A | $8,290 | AMO Sovereign Compact Phaco Machine | Cost |
| Provide funds to U.S. Organizations that are earmarked for equipment purchases for use in Mexico | North America | 6500 | $7,500 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Rotary International publishes strict guidelines for donations earmarked for foreign use. The Foundation is required to adhere to these guidelines as well as reporting earmarked funds to Rotary International. |
| Part I, line 3: | The Foundation uses the cash method of accounting to account for expenditures. |
| Part III, Col (c): | Central America & The Caribbean: 66% of blindness in Guatemala is due to cataracts and 75% is treatable. During the first three years the clinic in Guatemala treated 450 patients and performed 70 surgeries. Since the purchase of the new equipment, the clinic now treats over 1,000 patients and performs 50 cataract surgeries every week. North America: A water filtration unit was installed at a water bottling plant in Nayarit, Mexico. The site serves an agricultural community of over 6,500 people. The unit will provide clean drinking water for a fraction of the cost of other bottled water. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Event | Event1Nm |
| Gross Receipts Event1 | $100,654 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $100,654 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,321 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $695 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,296 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $100,654 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $100,654 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,321 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $695 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,296 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,312 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $86,342 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Siena House Maternity Home of Santa Cruz County | |||||||
| 108 High Street | Santa Cruz | CA | 95060 | 770518866 | 501c(3) | $15,100 | Assist pregnant women in need by providing an environment of health, stability and support. |
| Coastal Watershed Council | |||||||
| 345 Lake Avenue Suite F | Santa Cruz | CA | 95062 | 680368798 | 501c(3) | $8,850 | Reconnect healthy watersheds to vibrant communities. |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The Board meets monthly to review previously issued grants and to discuss potential grants. |
| Part IV - Additional Supplemental Information | The Foundation maintains a strict application and review process. Organizations seeking grants must be non-profit organizations and must meet other established requirements. Specific information and documents must be submitted as outlined in Santa Cruz Rotary Foundation's guidelines for making donation requests to the Rotary Club of Santa Cruz. The Foundation generally will not give to for-profit organizations or groups, with the exception of the student-of-the-month awards to individuals. The Foundation maintains an official document entitled "Guidelines for Making Donation Requests to the Rotary Club of Santa Cruz." |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Copies of the tax return are provided at the board meeting prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Board annually reviews the policy for updates. |
| Form 990, Part VI, Section C, line 19 | Available upon request |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary Club of Santa Cruz | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 497 | AddressLine1Txt |
| City | Santa Cruz | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941393956 | EIN |
| Primary Activities | To aid the needy and distressed | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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