HEALDSBURG ROTARY SCHOLARSHIP FUND: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEALDSBURG ROTARY SCHOLARSHIP FUND (EIN 20-4779014)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-09-17
- IRS object ID
- 201202619349200245
- Schema version
- 2011v1.2
- 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 | 2012-09-17T14:49:58-07:00 | 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 | Susan E Goranson CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 Beaver Street | AddressLine1 |
| City | Santa Rosa | City |
| State | CA | State |
| ZIP Code | 95404 | 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 | 204779014 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healdsburg Rotary Scholarship Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Post Office Box 671 | AddressLine1 |
| City | Healdsburg | City |
| State | CA | State |
| ZIP Code | 95448 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALLY SCHULTZ | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-09-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Susan E Goranson | Name |
| Phone | 7075421256 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 43526 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 37330 | ContributionsGiftsGrantsEtc |
| Investment Income | 1226 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 4970 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 301 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 4669 | GainOrLossFromSaleOfAssets |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 43225 | TotalRevenue |
| Grants And Similar Amounts Paid | 25775 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 596 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 55 | OtherExpensesTotal |
| Total Expenses | 26426 | TotalExpenses |
| Excess Or Deficit For Year | 16799 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 268698 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -10096 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 275401 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268698 | BOY |
| EOY | 275401 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268698 | BOY |
| EOY | 275401 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268698 | BOY |
| EOY | 275401 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO RESIDE WITHIN THE HEALDSBURG UNIFIED HIGH SCHOOL DISTRICT FOR POST SECONDARY (COLLEGE OR TRADE SCHOOL) EDUCATION AND RELATED EXPENSES. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | FUNDS PROVIDED FOR HIGHER EDUCATION OF SCHOLARSHIP RECIPIENTS | DescriptionProgramServiceAccom |
| Grants And Allocations | 25775 | GrantsAndAllocations |
| Program Service Expenses | 25775 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 25775 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| WALLY SCHULTZ | ||||||
| PO BOX 671 | HEALDSBURG | CA | 95448 | Treasurer | 2.00 | 0 |
| MAX DUNN | ||||||
| PO BOX 671 | HEALDSBURG | CA | 95488 | Secretary | 2.00 | 0 |
| KENT MITCHELL | ||||||
| PO BOX 671 | HEALDSBURG | CA | 95488 | 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WALLACE M SCHULTZ | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 671 | AddressLine1 |
| City | HEALDSBURG | City |
| State | CA | State |
| ZIP Code | 95448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7074730838 | 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 Minus4 Years | 57598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27503 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 99803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37331 | CurrentTaxYear |
| Total | 254388 | 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 Minus4 Years | 57598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27503 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 99803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37331 | CurrentTaxYear |
| Total | 254388 | 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 | 254388 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3161 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5925 | CurrentTaxYear |
| Total | 25887 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3161 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5925 | CurrentTaxYear |
| Total | 25887 | 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) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103970 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43256 | CurrentTaxYear |
| Total | 280275 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90760 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93230 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.09240 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06770 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 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 $-10096 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | TAXES AND FEES $55 |
| Form 990-EZ, Part I, Line 10.1 | Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: EDUCATIONAL SCHOLARSHIPS | Cash Amount Given: $25775 |