SIMI VALLEY ROTARY CHARITABLE FOUNDATION: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SIMI VALLEY ROTARY CHARITABLE FOUNDATION (EIN 77-0433959)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-02
- IRS object ID
- 201133069349200043
- Schema version
- 2010v3.2
- 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 | 2011-11-02T15:08:47-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jacobs & Jacobs Accountancy Corporation | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 E Thousand Oaks Blvd 101 | AddressLine1 |
| City | Thousand Oaks | City |
| State | CA | State |
| ZIP Code | 91360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770433959 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMI VALLEY ROTARY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIMI | NameControl |
| Phone | 8054974007 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 E THOUSAND OAKS BLVD | AddressLine1 |
| City | THOUSAND OAKS | City |
| State | CA | State |
| ZIP Code | 91360 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLAN MANN | Name |
| Title | President | Title |
| Date Signed | 2011-11-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGG BURT CPA | Name |
| Phone | 8054974007 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 | 27205 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 13041 | ContributionsGiftsGrantsEtc |
| Investment Income | 14164 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 27205 | TotalRevenue |
| Grants And Similar Amounts Paid | 2616 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 4009 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 20 | OtherExpensesTotal |
| Total Expenses | 6645 | TotalExpenses |
| Excess Or Deficit For Year | 20560 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 410621 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 431181 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411821 | BOY |
| EOY | 432381 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411821 | BOY |
| EOY | 432381 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1200 | BOY |
| EOY | 1200 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 410621 | BOY |
| EOY | 431181 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Rotary local service club foundation to promote and fund local and international service projects. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | ROTARY INTERNATIONAL HEALTH, HUNGER, AND HUMANITARIAN AID | DescriptionProgramServiceAccom |
| Grants And Allocations | 2616 | GrantsAndAllocations |
| Program Service Expenses | 2616 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 2616 | 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 |
|---|---|---|---|---|---|---|
| BRIAN PAYNE | ||||||
| 602 COPPERTREE COURT | SIMI VALLEY | CA | 93065 | Secretary | 1.00 | 0 |
| GREGG BURT | ||||||
| 4080 MAYFIELD ST | NEWBURY PARK | CA | 91320 | Treasurer | 1.00 | 0 |
| ALLAN MANN | ||||||
| 2920 MEADOWSTONE DRIVE | SIMI VALLEY | CA | 93063 | President | 1.00 | 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 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 | BURT GREGG | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 E THOUSAND OAKS BLVD | AddressLine1 |
| City | THOUSAND OAKS | City |
| State | CA | State |
| ZIP Code | 91360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8054974007 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2125 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46410 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13041 | CurrentTaxYear |
| Total | 67210 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2125 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46410 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13041 | CurrentTaxYear |
| Total | 67210 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 67210 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25111 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14622 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20670 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14164 | CurrentTaxYear |
| Total | 83910 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 151120 | TotalSupport |
| Public Support Pertcentage170 | 0.44470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56720 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1001 | Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $1200 Accounts Payable and Accrued Expenses - Ending $1200 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | BANK FEE $20 |
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