LOS OLIVOS ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOS OLIVOS ROTARY CLUB FOUNDATION (EIN 71-0943361)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-27
- IRS object ID
- 201440279349200254
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-01-27T12:45:12-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770418724 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C&D LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CPAS ADVISORS | AddressLine1 |
| City | ALAMO PINTADO RD S | City |
| State | CA | State |
| ZIP Code | 93463 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710943361 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS OLIVOS ROTARY CLUB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSO | NameControl |
| Phone | 8056868800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 903 | AddressLine1 |
| City | LOS OLIVOS | City |
| State | CA | State |
| ZIP Code | 93441 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MATHEWS | Name |
| Title | PRESIDENT | Title |
| Phone | 8056868800 | Phone |
| Date Signed | 2014-01-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VERVA A ENOCH | Name |
| PTIN | P01219817 | PTIN |
| Phone | 8056885505 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | LOSOLIVOSROTARY.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 61303 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 8737 | ContributionsGiftsGrantsEtc |
| Investment Income | 48 | InvestmentIncome |
| Fundraising Gross Income | 52518 | FundraisingGrossIncome |
| Special Events Direct Expenses | 11524 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 40994 | SpecialEventsNetIncomeLoss |
| Total Revenue | 49779 | TotalRevenue |
| Grants And Similar Amounts Paid | 46578 | GrantsAndSimilarAmountsPaid |
| Occupancy Rent Utilities And Maint | 62 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 390 | OtherExpensesTotal |
| Total Expenses | 47030 | TotalExpenses |
| Excess Or Deficit For Year | 2749 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 68160 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 70909 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68044 | BOY |
| EOY | 70855 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116 | BOY |
| EOY | 54 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68160 | BOY |
| EOY | 70909 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68160 | BOY |
| EOY | 70909 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO PROVIDE SUPPORT FOR WORTHY NONPROFIT ORGANIZATIONS AND PROJECTS IN THE LOCAL COMMUNITY, DISBURSE GRANTS OF SCHOLARSHIPS, AND PROVIDE SUPPORT FOR WORTHY INTERNATIONAL NONPROFIT CHARITABLE ORGANIZATIONS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| STUDENT SCHOLARSHIPSSCHOLARSHIPS FOR LOCAL AND INTERNATIONAL STUDENTS BASED UPON ACCOMPLISHMENTS AND NEED. SCHOLARSHIPS BENEFITED 2 STUDENTS. | 1278 | 0 |
| ASOCIATION CONSTRU CASAGRANTS GIVEN TO A DEVELOPMENTAL ORGANIZATION FOCUSED ON IMPROVING THE LIVES OF POOR FAMILIES IN GUATEMALA BY PROVIDING HOUSING AND SUPPORT SERVICES, ALONG WITH OTHER CONSTRUCTION PROJECTS OF BENEFIT TO COMMUNITIES. | 5250 | 0 |
| THE ROHDE FOUNDATIONGRANT GIVEN TO INTERNATIONAL ORGANIZATION FOUNDED BY JESSE ROHDE WHOSE WORK FOCUSES ON IMPROVING THE STANDARD OF HEALTH CARE IN RURAL AFRICA. | 1000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| JOE SANGUINET | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| DENISE HOLMES | ||||
| SECRETARY | 0.00 | 0 | 0 | 0 |
| ALICE BERG | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| NORM ANDERSON | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| JOHN MATHEWS | ||||
| PRESIDENT | 0.00 | 0 | 0 | 0 |
| KATE KOSLOSKY | ||||
| TREASURER | 0.00 | 0 | 0 | 0 |
| INGE LISA PEDERSEN | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATE KOSLOSKY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 903 | AddressLine1 |
| City | LOS OLIVOS | City |
| State | CA | State |
| ZIP Code | 93441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8056868800 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21433 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11407 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13608 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15337 | CurrentTaxYear |
| Total | 75294 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 47960 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40622 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113167 | CurrentTaxYear |
| Total | 295696 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59367 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61681 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 128504 | CurrentTaxYear |
| Total | 370990 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 225 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2890 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1130 | CurrentTaxYear |
| Total | 5735 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 225 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2890 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1130 | CurrentTaxYear |
| Total | 5735 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 365255 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48 | CurrentTaxYear |
| Total | 392 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48 | CurrentTaxYear |
| Total | 392 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67275 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59389 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61876 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54290 | CurrentTaxYearMinus1Year |
| Current Tax Year | 128552 | CurrentTaxYear |
| Total | 371382 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98350 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97970 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00110 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00130 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OLIVE AND JAZZ FESTIVAL | NameOfEvent1 |
| Gross Receipts Event1 | 51864 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 45264 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 2767 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3584 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 5588 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 51864 | GrossReceiptsTotal |
| Charitable Contributions Total | 6600 | CharitableContributionsTotal |
| Gross Revenue Total Events | 45264 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 2767 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3584 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 5588 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11939 | DirectExpenseSummaryEvents |
| Net Income Summary | 33325 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INVESTMENT INCOME 48.. |
| OCCUPANCY, RENT, UTILITIES AND MAINTENENCE | FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 62. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: MISC EXPENSES:8590 + OTHER EXPENSES. AMOUNT: 390. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 116. END OF YEAR AMOUNT: 54. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | Declaration |
Comments