NILES ROTARY FOUNDATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NILES ROTARY FOUNDATION (EIN 94-2931147)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-10
IRS object ID
201540419349200434
Schema version
2013v4.0
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)
Return2015-02-10T18:56:58-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271155496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1226 AIRPORT PARKWAYAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95110ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942931147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NILES ROTARY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNILEBusinessNameControlTxt
Phone9256767060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 7104AddressLine1
CityFREMONTCity
StateCAState
ZIP Code94537ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHUCK CANADAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9256767060PhoneNum
Signature2015-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LEEPreparerPersonNm
PTINP00156212PTIN
Phone4088556770PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$141,137GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$83,149ContributionsGiftsGrantsEtcAmt
Gaming Gross Income$57,988GamingGrossIncomeAmt
Special Events Direct Expenses$38,627SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$19,361SpecialEventsNetIncomeLossAmt
Total Revenue$102,510TotalRevenueAmt
Grants And Similar Amounts Paid$93,217GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$5,014OtherExpensesTotalAmt
Total Expenses$98,231TotalExpensesAmt
Excess Or Deficit For Year$4,279ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$145,383NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$149,662NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$207,915BOYAmt
EOY$173,489EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$4,786BOYAmt
EOY$365EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$212,701BOYAmt
EOY$173,854EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$67,318BOYAmt
EOY$24,192EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$145,383BOYAmt
EOY$149,662EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePROVIDE CHARITABLE SUPPORT TO THE COMMUNITY AND CHARITABLE ORGANIZATIONS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
PROVIDED TARGETED GRANTS TO LOCAL AND NATIONAL TAX-EXEMPT ORGANIZATIONS PROMOTING MUSIC, THEATRE, YOUTH PROGRAMS, MEDICAL OUTREACH, ELDER CARE AND HOMELESS SERVICES.$0$29,684
PROVIDED FOOD AND SERVED SERVERAL HUNDRED MEALS TO NEEDY AND HOMELESS PERSONS IN OUR COMMUNITY.$0$1,694
PROVIDED GIFTS TO NEEDY CHILDREN AT OUR "CHRISTMAS WITH SANTA" EVENT.$0$1,300
FieldValueIRS element (for citing)
Total Program Service Expenses$32,678TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHUCK CANADA
PRESIDENT4.00$0$0$0
SANDRA YOUNG
PAST PRESIDENT4.00$0$0$0
BRIAN HUGHES
FOUNDATION TREASURER4.00$0$0$0
TERRI LANDON
SECRETARY4.00$0$0$0
MANUEL FRANCO
DIRECTOR4.00$0$0$0
ANGUS COCHRAN
DIRECTOR4.00$0$0$0
DAN SMITH
DIRECTOR4.00$0$0$0
STEVE LANDON
PRESIDENT ELECT4.00$0$0$0
BOB HAAG
DIRECTOR4.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 7104AddressLine1
CityFREMONTCity
StateCAState
ZIP Code94537ZIPCode
FieldValueIRS element (for citing)
Phone9256767060PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,064CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,920CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,022CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,278CurrentTaxYearMinus1YearAmt
Current Tax Year$83,149CurrentTaxYearAmt
Total$246,433TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$149,038CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149,573CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,582CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$124,410CurrentTaxYearMinus1YearAmt
Current Tax Year$117,833CurrentTaxYearAmt
Total$640,436TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$172,102CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,688CurrentTaxYearMinus1YearAmt
Current Tax Year$200,982CurrentTaxYearAmt
Total$886,869TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$886,869PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34CurrentTaxYearMinus1YearAmt
Total$611TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34CurrentTaxYearMinus1YearAmt
Total$611TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$172,501CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,722CurrentTaxYearMinus1YearAmt
Current Tax Year$200,982CurrentTaxYearAmt
Total$887,480TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99930PublicSupportCY509Pct
Public Support PY5090.99790PublicSupportPY509Pct
Investment Income CY0.00070InvestmentIncomeCYPct
Investment Income PY0.00210InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1PIZZA WITH SANTANameOfEvent1Amt
Gross Receipts Event1$1,194GrossReceiptsEvent1Amt
Charitable Contri Event1$1,194CharitableContriEvent1Amt
Other Direct Expenses Event1$1,300OtherDirectExpensesEvent1Amt
Name Of Event2BULL RIDENameOfEvent2Amt
Gross Receipts Event2$1,005GrossReceiptsEvent2Amt
Charitable Contri Event2$1,005CharitableContriEvent2Amt
Other Direct Expenses Event2$1,694OtherDirectExpensesEvent2Amt
Gross Receipts Total$2,199GrossReceiptsTotalAmt
Charitable Contributions Tot$2,199CharitableContributionsTotAmt
Oth Direct Expnss Total Events$2,994OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,994DirectExpenseSummaryEventsAmt
Net Income Summary-$2,994NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$116,828GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$5,950CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$2,200NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming$18,513RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$8,971OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$116,828GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$5,950CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$2,200NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming$18,513RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$8,971OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$35,634DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$81,194NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedCAStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With Nonmembers0GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMBERLY HARTZ-FORSTERBusinessNameLine1
FieldValueIRS element (for citing)
Gaming Manager Services ProvFUNDRAISING EVENT COMMITTEE CHAIR. INCOMING PRESIDENT HOLDS POSITION ON ANNUAL AUCTION.GamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution RqrYes (1)CharitableDistributionRqrInd
Distributed$65,000DistributedAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: NILES ROTARY. GRANTEE ADDRESS: 2500 MOWRY AVE FREMONT, CA 94539. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 06/18/14. AMOUNT GIVEN: 6,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: FREMONT SYMPHONY. GRANTEE ADDRESS: PO BOX 104 FREMONT, CA 94537. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/18/14. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: ROTARIOS VISTA HERMOSA. GRANTEE ADDRESS: 7TH AVENUE, ZONE 9, OFFICE 402 GUATEMALA, GUATEMALA. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/12/14. AMOUNT GIVEN: 5,600.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: ROTARY CLUBE DE PONTA DELGADA. GRANTEE ADDRESS: LARGO DE CAMOES 1 PONTA DELGADA, PORTUGAL. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/22/14. AMOUNT GIVEN: 6,100.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: DSET PUBLIC SCHOOL. GRANTEE ADDRESS: VILLAGE - SOBAIBANDH BALLIA UTTAR PRADESH, INDIA. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/30/14. AMOUNT GIVEN: 12,400. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 35,100.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES. AMOUNT: 2,928. DESCRIPTION: LICENSE FEE TO ATTORNEY GENERAL. AMOUNT: 50. DESCRIPTION: ACCOUNTING SERVICES. AMOUNT: 900. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,136. TOTAL TO FORM 990-EZ, LINE 16: 5,014.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,786. END OF YEAR AMOUNT: 365.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: GRANTS PAYABLE - INTERNATIONAL. BEG. OF YEAR AMOUNT: 59,819. END OF YEAR AMOUNT: 12,942. DESCRIPTION: GRANTS PAYABLE - UNITED STATES. BEG. OF YEAR AMOUNT: 7,499. END OF YEAR AMOUNT: 11,250.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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