Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2021 • EIN 95-4768268
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
11th percentile
Faster revenue growth than 11% of similar nonprofits.
Assets
Up$1,033,430
Up $125,453 (+14%) from 2020
Net Assets
Up$1,033,430
Up $125,453 (+14%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue
Down$197,741
Down $67,284 (-25%) from 2020
Expenses
Down$117,008
Down $38,760 (-25%) from 2020
Net Income
Down$80,733
Down $28,524 (-26%) from 2020
To support & institute charitable activities of rotary district 5300 & rotary international. 1. To provide matching funds for district 5300 rotary club's charitable activities in the district. 2. Act as a passthrough for charitable activities.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $899,327 | $1,033,430 | ▲ $134,103 |
| Investments Program Related | $705,080 | $785,467 | ▲ $80,387 |
| Cash and Non-Interest-Bearing Accounts | $194,247 | $247,963 | ▲ $53,716 |
| Total Assets | $899,327 | $1,033,430 | ▲ $134,103 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $899,327 | $1,033,430 | ▲ $134,103 |
| Total Liabilities and Net Assets / Fund Balance | $899,327 | $1,033,430 | ▲ $134,103 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $289,541 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $705,080 | $17,000 | ▲ $80,697 | - | $802,467 |
| 2019 | $739,323 | - | ▼ $33,933 | - | $705,080 |
| 2018 | $249,582 | $462,074 | ▲ $27,977 | - | $739,323 |
| 2017 | $237,000 | - | ▲ $16,892 | - | $249,582 |
| 2016 | $233,808 | - | ▲ $9,497 | - | $237,000 |
| Name | Title |
|---|---|
| Greg Jones | Chairman |
| Elizabeth Mcdonough Barry | Vice Chairma |
| Chelsea Scheppmann | Director |
| Edward Abad | Director |
| John Vlietra | Director |
| Luanne Arredondo | Director |
| Marla Lefler | Director |
| Russell Hollinhurst | Director |
| Conrad Von Bibra | Secretary |
| N Christian Datwyler | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $115,058 |
| Other Expenses | $1,950 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $94,250 | - | - | $94,250 |
| Grants to Domestic Orgs | $20,808 | - | - | $20,808 |
| Fees for Services Accounting | - | $995 | - | $995 |
| Travel | $421 | - | - | $421 |
| Conferences and Meetings | $140 | - | - | $140 |
| Other Expenses | - | $50 | - | $50 |
| Office Expenses | - | $34 | - | $34 |
| Total Functional Expenses | $115,619 | $1,389 | $0 | $117,008 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Rotary Club of San Dimas | San Dimas, CA | 501c3 | Youth Service | $10,120 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Therotarydistrict5300governorelect,governorandimmediatepast governorareconsidereddirectorsbyvirtueoftheirofficearedirectors. Themembersoftheboardofdirectorsareselectedbytheboardof directors.”
“Form 990 is prepared by a cpa and reviewed by the secretary prior to filing. The completed form is made available to any of the governing board upon request or any other interested party.”
“Documents are made available upon request.”
“To support & institute charitable activities of rotary district 5300 & rotary international. 1. To provide matching funds for district 5300 rotary club's charitable activities in the district. 2. Act as a passthrough for charitable activities.”
“Various programs through us charities and exempt organizations: liga - flying doctors of mercy, our lady of peace center, peace conference, polio plus march, , rotary project hope, ryla, and rotary rose parade float committee.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO SUPPORT & INSTITUTE CHARITABLE ACTIVITIES OF ROTARY DISTRICT 5300 & ROTARY INTERNATIONAL. 1. TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT. 2. ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES. |
| IRS990/AllOtherContributionsAmt | 0 | 51446 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | N CHRISTIAN DATWYLER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6267928441 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2790 WALLINGFORD ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN MARINO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91108 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 194247 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 247963 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 140 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 140 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 144446 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 115058 |
| IRS990/CYInvestmentIncomeAmt | 0 | 9432 |
| IRS990/CYOtherExpensesAmt | 0 | 1950 |
| IRS990/CYOtherRevenueAmt | 0 | 43863 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 80733 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 117008 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 197741 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | GLOBAL SCHOLARS - PROVIDES FUNDING TO SEND TWO GRADUATE-LEVEL STUDENTS TO UNIVERSITIES ABROAD. THE APLICANTS WILL LIVE AND STUDY ABRAOD AT THE UNIVERSITY OF THEIR CHOICE. THE FUNDS CAN BE APPLIED FOR MASTERS OF DOCTORATE DEGREE. ROTARY FOUNDATION OF ROTARY INTERNATIONAL PROGRAM. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 93000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 995 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 995 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | GREG JONES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ELIZABETH MCDONOUGH BARRY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CONRAD VON BIBRA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | N CHRISTIAN DATWYLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RUSSELL HOLLINHURST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARLA LEFLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN VLIETRA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CHELSEA SCHEPPMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | EDWARD ABAD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | LUANNE ARREDONDO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIRMA |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1999 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantAmt | 0 | 93000 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 94250 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 94250 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 20808 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 20808 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 197741 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 43863 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 67 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 9267 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 9432 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 98 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 705080 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 785467 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO SUPPORT & INSTITUTE CHARITABLE ACTIVITIES OF ROTARY DISTRICT 5300 & ROTARY INTERNATIONAL. 1. TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT. 2. ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 899327 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1033430 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 17767 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 43863 |
| IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | 26096 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 25194 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 53370 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 34 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 34 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | INVESTMENT EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | RRF-1 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 310 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 50 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 310 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 50 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | GREG JONES |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | LEFLER GRANTS - GRANTS INCOME FROM SECURITIES DISTRIBUTED AS MATCHING GRANTS THROUGH LOCAL ROTARY CLUBS FOR LOCAL CHARITIES, PRIMARILY YOUTH ORIENTED AND EDUCATIONAL. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 7749 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 7188 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | DISTRICT ROTARY 5300 CLUBS - TO PROVIDE FUNDS FOR THE SAN DIMAS ROTARY CLUB'S' CHARITABLE ACTIVITIES NEARBY AND WITHIN THE CITY OF SAN DIMAS. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 10120 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 10120 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | VARIOUS PROGRAMS THROUGH US CHARITIES AND EXEMPT ORGANIZATIONS: LIGA - FLYING DOCTORS OF MERCY, OUR LADY OF PEACE CENTER, PEACE CONFERENCE, POLIO PLUS MARCH, , ROTARY PROJECT HOPE, RYLA, AND ROTARY ROSE PARADE FLOAT COMMITTEE. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 4750 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 0 | 4750 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 212339 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 135906 |
| IRS990/PYInvestmentIncomeAmt | 0 | 11564 |
| IRS990/PYOtherExpensesAmt | 0 | 19862 |
| IRS990/PYOtherRevenueAmt | 0 | 41122 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 109257 |
| IRS990/PYTotalExpensesAmt | 0 | 155768 |
| IRS990/PYTotalRevenueAmt | 0 | 265025 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 80733 |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RelatedOrganizationsAmt | 0 | 93000 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 43863 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | true |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 899327 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1033430 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 144446 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 212339 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 220282 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 185511 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 210655 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 973233 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 9267 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 10938 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11452 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10802 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13811 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 56270 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 29170 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 31037 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 11452 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10802 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 13811 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 96272 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.09000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.06000 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt | 0 | 19903 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 20099 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 40002 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.91000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.93770 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 973233 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 144446 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 212339 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 220282 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 185511 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 210655 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 973233 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 173616 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 243376 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 231734 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 196313 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 224466 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1069505 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.02120 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | -310 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 705080 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 17000 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 802467 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 80697 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | -310 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 739323 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 705080 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -33933 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | -310 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 249582 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 462074 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 739323 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 27977 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | -310 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 237000 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 249582 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | -4000 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 16892 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | -305 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 233808 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 237000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | -6000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 9497 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 495926 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 289541 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | HERMOSA VILLA |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | LEFLER GRANTS RELATED INVESTMENTS |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.97880 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 785467 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 93000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 1 | 1250 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | GLOBAL SCHOLARSHIP |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 1 | PEACE CONFERENCE |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 3 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 1 | 8 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 10120 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501C3 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | YOUTH SERVICE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF SAN DIMAS |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 237079746 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | PO BOX 713 |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | SAN DIMAS |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 91773 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION ACCEPTS APPLICATIONS FOR GRANTS FROM CLUBS THROUGHOUT THE DISTRICT. THE RECIPIENTS ARE REQUIRED TO SUBMIT A REPORT AT THE COMPLETION OF THE PROJECT. |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 1 | PART III - GLOBAL SCHOLARSHIPS: APPLICATIONS ARE RECEIVED FROM GRADUATE LEVEL STUDENTS. STUDENTS ARE SELECTED EACH YEAR TO ATTEND UNIVERSITIES ABROAD. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 1, PART I, LINE 2 |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE I, PAGE 4, PART IV |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TO SUPPORT & INSTITUTE CHARITABLE ACTIVITIES OF ROTARY DISTRICT 5300 & ROTARY INTERNATIONAL. 1. TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT. 2. ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | VARIOUS PROGRAMS THROUGH US CHARITIES AND EXEMPT ORGANIZATIONS: LIGA - FLYING DOCTORS OF MERCY, OUR LADY OF PEACE CENTER, PEACE CONFERENCE, POLIO PLUS MARCH, , ROTARY PROJECT HOPE, RYLA, AND ROTARY ROSE PARADE FLOAT COMMITTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THEROTARYDISTRICT5300GOVERNORELECT,GOVERNORANDIMMEDIATEPAST GOVERNORARECONSIDEREDDIRECTORSBYVIRTUEOFTHEIROFFICEAREDIRECTORS. THEMEMBERSOFTHEBOARDOFDIRECTORSARESELECTEDBYTHEBOARDOF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | FORM 990 IS PREPARED BY A CPA AND REVIEWED BY THE SECRETARY PRIOR TO FILING. THE COMPLETED FORM IS MADE AVAILABLE TO ANY OF THE GOVERNING BOARD UPON REQUEST OR ANY OTHER INTERESTED PARTY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | true |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL DISTRICT 5300 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | THE ROTARY FNDN OF ROTARY INTL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 800666972 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 363245072 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501C4 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501C3 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | NV |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | IL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | OVERSIGHT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | CHARITABLE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 7 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | PO BOX 77908 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 1560 SHERMAN AVE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | HENDERSON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | EVANSTON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | NV |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | IL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 89052 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 60201 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.