FURP.ORG / PUBLIC DATA EXPLORER

ROTARY CLUB OF SACRAMENTO FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SACRAMENTO FOUNDATION (EIN 23-7117223)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-22
IRS object ID
202641129349301954
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2026-04-22T13:36:13-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464016990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE PUN GROUP LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 HUTTON CENTRE DR STE 1200AddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92707ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237117223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone9169292992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMatthew PagePersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-04-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES H FRITZSCHEPreparerPersonNm
PTINP00423351PTIN
Phone9497778800PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMatthew PagePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,624,852GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ROTARYSACRAMENTO.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO PROVIDE LEADERSHIP, PERPETUAL FUNDING AND RESOURCES NECESSARY TO SUPPORT THE DIVERSE HUMANITARIAN EFFORTS OF THE ROTARY CLUB OF SACRAMENTO IN LOCAL AND WORLD COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$293,787PYContributionsGrantsAmt
CY Contributions Grants$198,733CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$108,345PYInvestmentIncomeAmt
CY Investment Income$546,572CYInvestmentIncomeAmt
PY Other Revenue$43,115PYOtherRevenueAmt
CY Other Revenue$36,457CYOtherRevenueAmt
PY Total Revenue$445,247PYTotalRevenueAmt
CY Total Revenue$781,762CYTotalRevenueAmt
PY Grants And Similar Paid$557,345PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$282,322CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,082CYTotalFundraisingExpenseAmt
PY Other Expenses$145,217PYOtherExpensesAmt
CY Other Expenses$139,166CYOtherExpensesAmt
PY Total Expenses$702,562PYTotalExpensesAmt
CY Total Expenses$421,488CYTotalExpensesAmt
PY Revenues Less Expenses-$257,315PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$360,274CYRevenuesLessExpensesAmt
Total Assets BOY$3,561,923TotalAssetsBOYAmt
Total Assets EOY$3,796,072TotalAssetsEOYAmt
Total Liabilities BOY$140,756TotalLiabilitiesBOYAmt
Total Liabilities EOY$152,361TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,421,167NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,643,711NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO PROVIDE LEADERSHIP, PERPETUAL FUNDING AND RESOURCES NECESSARY TO SUPPORT THE DIVERSE HUMANITARIAN EFFORTS OF THE ROTARY CLUB OF SACRAMENTO IN LOCAL AND WORLD COMMUNITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$294,686ExpenseAmt
Grant$282,322GrantAmt
Desc"COMMUNITY SERVICE, WORLD COMMUNITY SERVICE, YOUTH INCENTIVE PROGRAM,SCHOLARSHIPS/GRANTS AND YOUTH EXCHANGE PROGRAM."CLIENTS SERVED: JUNIOR ACHIEVEMENT OF SACRAMENTO, BOWLING GREEN CHARTER COMPLEX, FERN BACON MIDDLE SCHOOL, RALPH RICHARDSON CENTER, LUTHER BURBANK HIGH SCHOOL, CLEAN WATER PROJECTS, SCHOLARSHIPS FOR AT-RISK STUDENTS MENTORED BY ROTARIANS, EMERGENCY SHELTER AND SUPPLIES FOR THE HOMELESS IN DISASTER SITUATIONS, ROTAPLAST MISSION, SCHOLARSHIPS FOR STUDENTS FROM DELTA, C.K. MCCLATCHY, SACRAMENTO, JESUIT, CHRISTIANBROTHERS AND RIO AMERICANO HIGH SCHOOLS, AND SACRAMENTO CHILDRENS HOME CRISIS NURSERY.Desc
Total Program Service Expenses$294,686TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonACCOUNTANTPersonNm
Phone9169292992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Lawrence Gilzean
Past President1.000.00Yes (X)Yes (X)$0$0$0
SARAH HODGE
Trustee1.000.00Yes (X)$0$0$0
Ann Ryan Solomon
Trustee1.000.00Yes (X)Yes (X)$0$0$0
VIRGINIA WADE
Secretary3.000.00Yes (X)Yes (X)$0$0$0
Walter Dahl
Trustee1.000.00Yes (X)$0$0$0
Doug Stephenson
Trustee1.000.00Yes (X)$0$0$0
ED WRIGHT
Trustee1.000.00Yes (X)$0$0$0
Shirlee Tully
Trustee1.000.00Yes (X)$0$0$0
Harold Bellamy
Treasurer1.000.00Yes (X)Yes (X)$0$0$0
Matthew Page
President1.000.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$95,088FundraisingAmt
All Other Contributions$103,645AllOtherContributionsAmt
Total Contributions$198,733TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,134TotalRevenueColumnAmt
Exclusion$103,134ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,190,197SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,746,759SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$443,438SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$443,438TotalRevenueColumnAmt
Exclusion$443,438ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$132,788FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$95,088ContriRptFundraisingEventAmt
Fundraising Direct Expenses$96,331FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,457TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$781,762TotalRevenueColumnAmt
Exclusion$546,572ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$235,564TotalAmt
Program Services$235,564ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$46,758TotalAmt
Program Services$46,758ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,834TotalAmt
Management And General$32,834ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,864TotalAmt
Fundraising$11,864FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,545TotalAmt
Management And General$2,545ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Administrative$72,500$12,364$41,636$18,500
Miscellaneous$14,343$5,898$8,445
Bank Fees$3,034$2,761$273
Meals and supplies$2,046$2,046

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$421,488TotalAmt
Program Services$294,686ProgramServicesAmt
Management And General$87,720ManagementAndGeneralAmt
Fundraising$39,082FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$115,090BOYAmt
EOY$125,866EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,215BOYAmt
EOY$7,565EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,237BOYAmt
EOY$13,135EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,630LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,630LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,406,381BOYAmt
EOY$3,649,506EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,561,923BOYAmt
EOY$3,796,072EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$129,001BOYAmt
EOY$139,546EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,755BOYAmt
EOY$12,815EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$140,756BOYAmt
EOY$152,361EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,509,432BOYAmt
EOY$2,666,418EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$911,735BOYAmt
EOY$977,293EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,421,167BOYAmt
EOY$3,643,711EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,561,923BOYAmt
EOY$3,796,072EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$360,274ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$117,485NetUnrlzdGainsLossesInvstAmt
Investment Expense-$20,245InvestmentExpenseAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN940818257EIN
Organization Type10OrganizationTypeCd
Governing Document ListedfalseGoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Section A, Line 3b: Description Of When and How Organization Made The DeterminationDESCRIPTION OF WHEN AND HOW ORGANIZATION MADE THE BOARD OF TRUSTEES OF THE ROTARY CLUB OF SACRAMENTO FOUNDATION REVIEWS THE TAX RETURNS OF THE SUPPORTED ORGANIZATION BEFORE FILING.
Part IV, Section A, Line 3c: Explain What Controls The Organization Put In PlaceTHE ROTARY CLUB OF SACRAMENTO FOUNDATION HAS AN AUDIT FOR EACH FISCALYEAR. THE BOARD OF TRUSTEES OF THE ROTARY CLUB OF SACRAMENTO FOUNDATIONAND THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION REVIEW THERESULTS OF THE AUDIT TOGETHER.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,614,043BeginningYearBalanceAmt
Contributions$56,449ContributionsAmt
Investment Earnings Or Losses$330,844InvestmentEarningsOrLossesAmt
Grants Or Scholarships$46,758GrantsOrScholarshipsAmt
Other Expenditures$154,590OtherExpendituresAmt
End Year Balance$2,799,988EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,484,612BeginningYearBalanceAmt
Contributions$55,450ContributionsAmt
Investment Earnings Or Losses$274,169InvestmentEarningsOrLossesAmt
Grants Or Scholarships$48,183GrantsOrScholarshipsAmt
Other Expenditures$152,005OtherExpendituresAmt
End Year Balance$2,614,043EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,449,723BeginningYearBalanceAmt
Contributions$56,399ContributionsAmt
Investment Earnings Or Losses$211,840InvestmentEarningsOrLossesAmt
Grants Or Scholarships$179,284GrantsOrScholarshipsAmt
Other Expenditures$54,066OtherExpendituresAmt
End Year Balance$2,484,612EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,149,337BeginningYearBalanceAmt
Contributions$76,010ContributionsAmt
Investment Earnings Or Losses-$573,603InvestmentEarningsOrLossesAmt
Grants Or Scholarships$154,521GrantsOrScholarshipsAmt
Other Expenditures$47,500OtherExpendituresAmt
End Year Balance$2,449,723EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,509,335BeginningYearBalanceAmt
Contributions$58,388ContributionsAmt
Investment Earnings Or Losses$755,002InvestmentEarningsOrLossesAmt
Grants Or Scholarships$138,388GrantsOrScholarshipsAmt
Other Expenditures$35,000OtherExpendituresAmt
End Year Balance$3,149,337EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.79000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.15000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,630OtherCostOrOtherBasisAmt
Depreciation$1,630DepreciationAmt
FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$644,032TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$117,485NetUnrealizedGainsInvstAmt
Revenue Not Reported-$117,485RevenueNotReportedAmt
Revenue Subtotal$761,517RevenueSubtotalAmt
Investment Expenses Not Incld$20,245InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$20,245RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$781,762TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$421,488TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$421,488ExpensesSubtotalAmt
Total Expenses Per Form990$421,488TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationWE HAVE EVALUATED THE TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIESAND DO NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST THATREQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Bike FestivalEvent1Nm
Gross Receipts Event1$188,353GrossReceiptsEvent1Amt
Charitable Contri Event1$71,638CharitableContriEvent1Amt
Gross Revenue Event1$116,715GrossRevenueEvent1Amt
Rent Facility Costs Event1$51,978RentFacilityCostsEvent1Amt
Food And Beverage Event1$16,893FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$21,037OtherDirectExpensesEvent1Amt
Event2Golf for KidsEvent2Nm
Gross Receipts Event2$39,523GrossReceiptsEvent2Amt
Charitable Contri Event2$23,450CharitableContriEvent2Amt
Gross Revenue Event2$16,073GrossRevenueEvent2Amt
Rent Facility Costs Event2$3,140RentFacilityCostsEvent2Amt
Food And Beverage Event2$2,746FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$537OtherDirectExpensesEvent2Amt
Gross Receipts Total$227,876GrossReceiptsTotalAmt
Charitable Contributions Tot$95,088CharitableContributionsTotAmt
Gross Revenue Total Events$132,788GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$55,118RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$19,639FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$21,574OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$96,331DirectExpenseSummaryEventsAmt
Net Income Summary$36,457NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Fairy Tale Town
3901 Land Park DrSacramentoCA95822941669088$15,000$0Safety updates to the property
HIRAM JOHNSON HIGH SCHOOL
6879 14th AveSacramentoCA95820946002491$14,632$0ORTHOPEDICALLY IMPAIRED CHILDREN
LUTHER BURBANK HIGH SCHOOL
3500 Florin RdSacramentoCA95832941537649$14,632$0ORTHOPEDICALLY IMPAIRED CHILDREN
RALPH RICHARDSON CENTER
4848 Cottage WayCarmichaelCA95608946002533$14,632$0ORTHOPEDICALLY IMPAIRED CHILDREN
Sacramento Tree Foundation
6011 Midway StSacramentoCA95828942825234$10,000$0Protecting the environment
Safety Center
3909 Bradshaw RdSacramentoCA95827942831134$10,000$0Safety Education for kids
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient16RecipientCnt
Cash Grant$46,758CashGrantAmt
Valuation Method UsedCash ValueValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationGRANTS ARE AWARDED TO DESERVING LOCAL CHARITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bELECTRONIC COPY OF RETURNS ARE MADE AVAILABLE TO MANAGEMENT AND THE BOARDBEFORE FILING.
Form 990, Part VI, Section B, Line 12cTHE EXECUTIVE ASSISTANT MONITORS THE PROGRAM AND OBTAINS WRITTEN DISCLOSURESTATEMENTS FROM EACH MEMBER OF THE BOARD OF TRUSTEES AND OF THE BOARD OFDIRECTORS.IF A CONFLICT AROSE DURING THE TRUSTEES TERM, HE OR SHE WOULD RECUSETHEMSELVES FROM ANY ACTION RELATIVE TO THE CONFLICT. IF IT WAS AN ON-GOINGCONFLICT THE TRUSTEE WOULD RESIGN FROM THE BOARD.
Form 990, Part VI, Section C, Line 18MUCH OF THE INFORMATION IS AVAILABLE ON THE ORGANIZATIONS WEBSITE. ANYINFORMATION REQUIRED ON A NEED TO KNOW BASIS CAN BE OBTAINED BY WRITTENREQUEST TO THE BOARD SECRETARY.
Form 990, Part VI, Section C, Line 19No documents available to the public.
Form 990, Part XII, Line 2cTHE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2528AddressLine1Txt
CityFAIR OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95628ZIPCd
FieldValueIRS element (for citing)
EIN940818257EIN
Primary ActivitiesPROVIDE CIVIC AND COMMUNITY SERVICESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SACRAMENTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypepTransactionTypeTxt
Involved$72,500InvolvedAmt
Method Of Amount DeterminationMOUMethodOfAmountDeterminationTxt