ROTARY CLUB OF BENICIA FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF BENICIA FOUNDATION (EIN 68-0484934)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-07-24
IRS object ID
201722059349300767
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

FieldValueIRS element (for citing)
Return2017-07-24T08:22:30-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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)
PersonJIM LESSENGERPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2017-07-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP R AYCOCKPreparerPersonNm
PTINP00128268PTIN
Phone7077869798PhoneNum
Preparation2017-07-24PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdCDAA69C8E48286D7E8E77F86895B9B0F57C8F28AAtSubmissionCreationDeviceId
At Submission Filing Device IdCDAA69C8E48286D7E8E77F86895B9B0F57C8F28AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM LESSENGERPrincipalOfficerNm
Gross Receipts$93,961GrossReceiptsAmt
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 Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$40,509PYContributionsGrantsAmt
CY Contributions Grants$36,509CYContributionsGrantsAmt
CY Program Service Revenue$48,925CYProgramServiceRevenueAmt
PY Investment Income$14PYInvestmentIncomeAmt
CY Investment Income$6CYInvestmentIncomeAmt
PY Other Revenue$3,966PYOtherRevenueAmt
CY Other Revenue$8,521CYOtherRevenueAmt
PY Total Revenue$44,489PYTotalRevenueAmt
CY Total Revenue$93,961CYTotalRevenueAmt
PY Grants And Similar Paid$20,762PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$94,367CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$28,339CYTotalFundraisingExpenseAmt
PY Other Expenses$13,422PYOtherExpensesAmt
CY Other Expenses$28,724CYOtherExpensesAmt
PY Total Expenses$34,184PYTotalExpensesAmt
CY Total Expenses$123,091CYTotalExpensesAmt
PY Revenues Less Expenses$10,305PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$29,130CYRevenuesLessExpensesAmt
Total Assets BOY$61,264TotalAssetsBOYAmt
Total Assets EOY$31,940TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,264NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,940NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$12,827ExpenseAmt
Grant$12,442GrantAmt
DescGRANTS TO LIBERTY HIGH SCOOL FOR PROJECTS FOR CHALLENGED STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$81,540ExpenseAmt
Grant$81,540GrantAmt
DescDONATIONS TO LOCAL CHARITIESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$94,367TotalProgramServiceExpensesAmt
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
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
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)
PersonROBERT SOUSAPersonNm
Phone7075903195PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 EAST L STREETAddressLine1Txt
CityBENICIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94510ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVEN MCCLURE
PRESIDENTYes (X)$0$0$0
ALEX LOBBAN
PAST PRESIDEYes (X)$0$0$0
SUSAN HURL
SECRETARYYes (X)$0$0$0
JIM LESSENGER
TREASURERYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$36,509AllOtherContributionsAmt
Total Contributions$36,509TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFROM CSA IMPORTDesc
Total Revenue Column$48,925TotalRevenueColumnAmt
Related Or Exempt Func Income$48,925RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$48,925TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6TotalRevenueColumnAmt
Exclusion$6ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,623FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,623TotalRevenueColumnAmt
Exclusion$7,623ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Total Revenue Column$898TotalRevenueColumnAmt
Related Or Exempt Func Income$898RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$898OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,961TotalRevenueColumnAmt
Related Or Exempt Func Income$49,823RelatedOrExemptFuncIncomeAmt
Exclusion$7,629ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$94,367TotalAmt
Program Services$94,367ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$385TotalAmt
Management And General$385ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,686TotalAmt
Fundraising$22,686FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFUND RAISING EXPENSESDesc
Total$5,653TotalAmt
Fundraising$5,653FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$123,091TotalAmt
Program Services$94,367ProgramServicesAmt
Management And General$385ManagementAndGeneralAmt
Fundraising$28,339FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$61,354BOYAmt
EOY$32,070EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY-$90BOYAmt
EOY-$130EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,264BOYAmt
EOY$31,940EOYAmt

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$46,713BOYAmt
EOY$17,389EOYAmt

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$61,264BOYAmt
EOY$31,940EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,264BOYAmt
EOY$31,940EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$29,130ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$194PriorPeriodAdjustmentsAmt
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$30,072CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,277CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,663CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,509CurrentTaxYearMinus1YearAmt
Current Tax Year$36,509CurrentTaxYearAmt
Total$241,030TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$644CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$408CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,966CurrentTaxYearMinus1YearAmt
Current Tax Year$49,823CurrentTaxYearAmt
Total$54,852TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,753CurrentTaxYearMinus4YearsAmt
Current Tax Year$7,623CurrentTaxYearAmt
Total$24,376TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,469CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,475CurrentTaxYearMinus1YearAmt
Current Tax Year$93,955CurrentTaxYearAmt
Total$320,258TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$320,258PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

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

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

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

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,469CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,294CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,489CurrentTaxYearMinus1YearAmt
Current Tax Year$93,961CurrentTaxYearAmt
Total$320,294TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99920PublicSupportPY509Pct
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 ANNUAL EDUCATION GRANTS
$20,666
TOTAL ONE-TIME FOUNDATION GRANTS
$64,752

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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