ROTARY DISTRICT 5240 CHARITABLE FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY DISTRICT 5240 CHARITABLE FOUNDATION (EIN 77-0407204)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201120469349200227
- Schema version
- 2009v1.7
- 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 | 2011-02-15T09:28:14-08:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770407204 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY DISTRICT 5240 CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 8059661521 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 W Anapamu Street | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY J SCROGGS CPA | Name |
| Title | PAST TREASURER | Title |
| Date Signed | 2011-02-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 45623 | GrossReceipts |
| Contributions Gifts Grants Etc | 45583 | ContributionsGiftsGrantsEtc |
| Investment Income | 40 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Special Events Gross Revenue | 0 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 45623 | TotalRevenue |
| Grants And Similar Amounts Paid | 49159 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 713 | OtherExpensesTotal |
| Total Expenses | 49872 | TotalExpenses |
| Excess Or Deficit For Year | -4249 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 45414 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41165 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45414 | BOY |
| EOY | 41165 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45414 | BOY |
| EOY | 41165 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45414 | BOY |
| EOY | 41165 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO BENEFIT CHARITABLE PROGRAMS, INCLUDING, BUT NOT LIMITED TO, EDUCATION SCHOLARSHIPS, COMMUNITY EVENTS, PARKS AND RECREATION EVENTS, YOUTH PROGRAMS, SENIOR CITIZEN PROGRAMS, PROGRAMS FOR MENTALLY AND PHYSICALLY DISADVANTAGED PEOPLE, AND OTHER HEALTH AND HUMANITY NEEDS. THE DISTRICT 5140 CHARITABLE FOUNDATION SUPPORTS THE MISSION OF THE ROTARY FOUNDATION: The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.The Foundation is a not-for-profit corporation supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| FUNDS RECEIVED ON BEHALF OF THE ROTARY FOUNDATION DONOR-ADVISED POLIO PLUS FUND. | 200 |
| DISTRICT TRAVEL GRANTS PAID TO REIMBURSE COSTS FOR INTERNATIONAL PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING, AND OTHER REASONABLE COSTS SUCH AS TRANSLATOR/INTERPRETER; DISTRICT FUNDS MATCHED DOLLAR FOR DOLLAR TO CLUB FUNDS; | 14225 |
| CHARITABLE CONTRIBUTIONS RECEIVED FROM ROTARY CLUBS IN ROTARY DISTRICT 5240 TO PASS THROUGH TO THE ROTARY FOUNDATION DONOR-ADVISED FUND FOR HAITI RELIEF. | 34734 |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ANDY SOTER | ||||||
| ROTARY CLUB OF VTA PO BOX 2100 | VENTURA | CA | 93002 | Director | 1.00 | 0 |
| LUZ MARIA ORTIZ | ||||||
| 5891 Via Fiore | Goleta | CA | 93117 | Director | 1.00 | 0 |
| DEEPA WILLINGHAM | ||||||
| MARRIOTT ON MCMURRAY ROAD | BUELTON | CA | 93464 | Director | 1.00 | 0 |
| WADE NOMURA | ||||||
| 1071 Vallecito Road | CARPINTERIA | CA | 93013 | Director | 1.00 | 0 |
| NANCY CARR | ||||||
| 1398 WARREN ROAD | CAMBRIA | CA | 93428 | Secretary | 1.00 | 0 |
| KATHY SCROGGS | ||||||
| 200 E SANTA CLARA ST STE 200 | VENTURA | CA | 93001 | Treasurer | 1.00 | 0 |
| ERNIE GILBERT | ||||||
| 5284 ADOLPHO RD STE 100 | CAMARILLO | CA | 93012 | President | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| 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 | Jody Dolan Holehouse CPA | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 W Anapamu Street Suite B | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8059661521 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| 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 |
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 | 20914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22693 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44730 | CurrentTaxYear |
| Total | 112202 | 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 | 20914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22693 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44730 | CurrentTaxYear |
| Total | 112202 | 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 | 112202 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 2240 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 568 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40 | CurrentTaxYear |
| Total | 4753 | 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 Minus3 Years | 2240 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 568 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40 | CurrentTaxYear |
| Total | 4753 | 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) |
|---|---|---|
| Total | 116955 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95940 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.04060 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |