SIMI VALLEY ROTARY CHARITABLE FOUNDATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SIMI VALLEY ROTARY CHARITABLE FOUNDATION (EIN 77-0433959)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-11
IRS object ID
201503159349200945
Schema version
2014v5.0
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)
Return2015-11-11T10:32:18-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jacobs & Jacobs Accountancy CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1603 W Ojai Ave Ste AAddressLine1Txt
CityOjaiCityNm
State AbbreviationCAStateAbbreviationCd
ZIP930233732ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770433959EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMI VALLEY ROTARY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMIBusinessNameControlTxt
Phone8054974007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E THOUSAND OAKS BLVDAddressLine1Txt
CityTHOUSAND OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91360ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LINDSEYPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGG BURT CPAPreparerPersonNm
PTINP00043766PTIN
Phone8056464321PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$175,278GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$119,887ContributionsGiftsGrantsEtcAmt
Investment Income$28,651InvestmentIncomeAmt
Sale Of Assets Gross$26,740SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$27,608CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$868GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$147,670TotalRevenueAmt
Grants And Similar Amounts Paid$106,155GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$4,617FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$65OtherExpensesTotalAmt
Total Expenses$110,837TotalExpensesAmt
Excess Or Deficit For Year$36,833ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$408,404NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$445,237NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$409,894BOYAmt
EOY$446,727EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$409,894BOYAmt
EOY$446,727EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,490BOYAmt
EOY$1,490EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$408,404BOYAmt
EOY$445,237EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeRotary local service club foundation to promote and fund local and international service projects.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AIDDescriptionProgramSrvcAccomTxt
Grants And Allocations$106,155GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$106,155TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN LINDSEY
President1.00$0
GREGG BURT
Treasurer1.00$0
BRIAN PAYNE
Secretary1.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBURT GREGGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E THOUSAND OAKS BLVDAddressLine1Txt
CityTHOUSAND OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91360ZIPCd
FieldValueIRS element (for citing)
Phone8054974007PhoneNum
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,041CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,571CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,002CurrentTaxYearMinus1YearAmt
Current Tax Year$119,887CurrentTaxYearAmt
Total$160,059TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,041CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,571CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,002CurrentTaxYearMinus1YearAmt
Current Tax Year$119,887CurrentTaxYearAmt
Total$160,059TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$160,059PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,164CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,464CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,950CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,142CurrentTaxYearMinus1YearAmt
Current Tax Year$28,651CurrentTaxYearAmt
Total$96,371TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$256,430TotalSupportAmt
Public Support CY1700.62420PublicSupportCY170Pct
Public Support PY1700.36150PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.2Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: FRPSLD CHARITABLE FOUNDATION | Donee's Address: 1285 CARMEL DRIVE SIMI VALLEY, CA 93065 | Cash Amount Given: $57000
Grants and Similar Amounts Paid In Excess of $5,000.4Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: NEPAL RELIEF | Donee's Address: PO BOX 524 SIMI VALLEY, CA 93062 | Cash Amount Given: $10025
Grants and Similar Amounts Paid In Excess of $5,000.5Class of Activity: ASSISTANCE HEALTH & HUMAN | Donee's Name: FREE CLINIC OF SIMI VALLEY | Donee's Address: 2060 TAPO STREET SIMI VALLEY, CA 93063 | Cash Amount Given: $35000
Other Expenses.1002Office Expenses $25
Other Expenses.1BANK CHARGES $40
Total Liabilities.1NOT ONE MORE FUNDS - Beginning $290 NOT ONE MORE FUNDS - Ending $290
Total Liabilities.2INTERACT FUNDS - Beginning $1200 INTERACT FUNDS - Ending $1200

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