SANTA PAULA ROTARY SCHOLARSHIP FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SANTA PAULA ROTARY SCHOLARSHIP FOUNDATION INC (EIN 95-3666739)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-08
- IRS object ID
- 201310399349200421
- Schema version
- 2011v1.5
- 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 | 2013-02-08T16:45:11-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 COUNTY SQUARE DR STE 102 | AddressLine1 |
| City | VENTURA | City |
| State | CA | State |
| ZIP Code | 930035407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953666739 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA PAULA ROTARY SCHOLARSHIP FOUNDATIO | BusinessNameLine1 |
| Business Name Line2 | INCORPORATED | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8055255993 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1 |
| City | SANTA PAULA | City |
| State | CA | State |
| ZIP Code | 93060 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETE FALLINI | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thanhien Nguyen CPA | Name |
| Phone | 8056505915 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | 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 | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 56294 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 49281 | ContributionsGiftsGrantsEtc |
| Investment Income | 7013 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 56294 | TotalRevenue |
| Grants And Similar Amounts Paid | 12000 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 525 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 5852 | OtherExpensesTotal |
| Total Expenses | 18377 | TotalExpenses |
| Excess Or Deficit For Year | 37917 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 237507 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -8010 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 267414 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237507 | BOY |
| EOY | 267414 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237507 | BOY |
| EOY | 267414 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237507 | BOY |
| EOY | 267414 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide a means whereby gifts, devises, and bequests may be collectively and permanently held, managed, and distributed to provide scholarships for worthy and needy students | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | During this fiscal period we awarded scholarships to eight Santa Paula High School students amounting to $12,000 | DescriptionProgramServiceAccom |
| Program Service Expenses | 12000 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| GINGER GHERARDI | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | Director | 1.00 | 0 |
| MARIA BOMBARA | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | Secretary | 1.00 | 0 |
| JOHN NICHOLS | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | Director | 1.00 | 0 |
| RICH GALLIMORE | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | Director | 1.00 | 0 |
| RICK ARAIZA | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | Director | 1.00 | 0 |
| JUDY PHELPS | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | Director | 1.00 | 0 |
| CHRIS WILSON | ||||||
| P O BOX | SANTA PAULA | CA | 93060 | Director | 1.00 | 0 |
| PETE FALLINI | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | Treasurer | 1.00 | 0 |
| GUY COLE | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | PRESIDENT ELECT | 1.00 | 0 |
| PAUL SKEELS | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | PAST PRESIDENT | 1.00 | 0 |
| KEN BREITAG | ||||||
| P O BOX 809 | SANTA PAULA | CA | 93060 | President | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PETE FALLINI | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1 |
| City | SANTA PAULA | City |
| State | CA | State |
| ZIP Code | 93060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8055252238 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | 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 Minus1 Year | 45994 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49281 | CurrentTaxYear |
| Total | 95275 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 45994 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49281 | CurrentTaxYear |
| Total | 95275 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 95275 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 7162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7013 | CurrentTaxYear |
| Total | 14175 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 53156 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56294 | CurrentTaxYear |
| Total | 109450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 20.1001 | Other Changes In Net Assets Or Fund Balances.1001 | Net Unrealized Gains and Losses on Investments $-8010 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | BANK CHGS $21 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | REGISTRATION FEES $35 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | FUND MANAGEMENT $2880 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | P/Y CHANGES & ACCRUAL-CASH ADJ $2916 |
Comments