ROTARY CLUB OF BENICIA FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF BENICIA FOUNDATION (EIN 68-0484934)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-28
- IRS object ID
- 201120599349300302
- 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 | 2011-02-28T11:26:33-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYCOCK AND EDGMON CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 637 | AddressLine1 |
| City | FERNDALE | City |
| State | CA | State |
| ZIP Code | 955360637 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680484934 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF BENICIA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 7075903195 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 421 | AddressLine1 |
| City | BENICIA | City |
| State | CA | State |
| ZIP Code | 94510 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT SOUSA | Name |
| Title | TREASURER | Title |
| Phone | 7075903195 | Phone |
| Date Signed | 2010-02-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2011-02-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHNATHAN DWYER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MEDINAH PLACE | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31960 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | TO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4407 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16832 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 851 | InvestmentIncomePriorYear |
| Investment Income Current Year | 213 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 15536 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14915 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20794 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31960 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 35239 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 42598 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10012 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 856 | OtherExpensePriorYear |
| Other Expenses Current Year | 13343 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36095 | TotalExpensesPriorYear |
| Total Expenses Current Year | 55941 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -15301 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -23981 | RevenuesLessExpensesCY |
| Total Assets BOY | 75596 | TotalAssetsBOY |
| Total Assets EOY | 52204 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 75596 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52204 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT LOCAL EDUCATION INSTITUTIONS AND OTHER CHARITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10683 | Expense |
| Grants | 10683 | Grants |
| Description | GRANTS TO LIBERTY HIGH SCOOL FOR PROJECTS FOR CHALLENGED STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 34115 | Expense |
| Grants | 31915 | Grants |
| Description | DONATIONS TO LOCAL CHARITIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 44798 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | false | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT SOUSA | NamePerson |
| Telephone Number | 7075903195 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST L STREET | AddressLine1 |
| City | BENICIA | City |
| State | CA | State |
| ZIP Code | 94510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|
| DIANE SMIKAHL | ||||
| V PRESIDENT | X | 0 | 0 | 0 |
| JONATHAN DWYER | ||||
| PRESIDENT | X | 0 | 0 | 0 |
| NANCY SHOPAY | ||||
| SECRETARY | X | 0 | 0 | 0 |
| ROB SOUSA | ||||
| TREASURER | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 16832 | AllOtherContributions |
| Total Contributions | 16832 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 213 | TotalRevenueColumn |
| Exclusion | $213 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| GOLF TOURNAMENT | 10950 | $10,950 |
| LPGA EVENT | 3450 | $3,450 |
| EXPANDED EXPERIENCES | 515 | $515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14915 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31960 | TotalRevenueColumn |
| Exclusion | $15,128 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42598 | Total |
| Program Services | 42598 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370 | Total |
| Management And General | 370 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| GOLF TOURAMENT EXPENSE | 7705 | 7705 | ||
| EXPANDING EXPERIENCE EXPE | 2307 | 2307 | ||
| ROTARY INT-YOUTH EXCHANGE | 1200 | 1200 | ||
| ROTARY INTERNATIONAL CONV | 1000 | 1000 | ||
| BANK CHARGE | 464 | 464 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297 | Total |
| Management And General | 297 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55941 | Total |
| Program Services | 44798 | ProgramServices |
| Management And General | 1131 | ManagementAndGeneral |
| Fundraising | 10012 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33739 | BOY |
| EOY | 20674 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41690 | BOY |
| EOY | 31515 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167 | BOY |
| EOY | 15 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75596 | BOY |
| EOY | 52204 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26988 | BOY |
| EOY | 6059 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48608 | BOY |
| EOY | 46145 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75596 | BOY |
| EOY | 52204 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75596 | BOY |
| EOY | 52204 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
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 | 37799 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15615 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9358 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16832 | CurrentTaxYear |
| Total | 84011 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18553 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21854 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15536 | CurrentTaxYearMinus1Year |
| Total | 86229 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 14915 | CurrentTaxYear |
| Total | 14915 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56352 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39644 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31747 | CurrentTaxYear |
| Total | 185155 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 185155 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 880 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 851 | CurrentTaxYearMinus1Year |
| Current Tax Year | 213 | CurrentTaxYear |
| Total | 2043 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 880 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 851 | CurrentTaxYearMinus1Year |
| Current Tax Year | 213 | CurrentTaxYear |
| Total | 2043 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56392 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37528 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40524 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20794 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31960 | CurrentTaxYear |
| Total | 187198 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98910 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.56160 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Amount Of Cash GrantAmountOfCashGrant |
|---|
| TOTAL ANNUAL NON-PROFIT GRANTS |
| 11788 |
| TOTAL ANNUAL EDUCATION GRANTS |
| 15170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
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