Civic Intelligence

Rotary District 5300 Foundation Inc.

990 • Fiscal year 2021 • EIN 95-4768268

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

2790 Wallingford RoadSan Marino, CA 91108-2595

(626) 792-8441

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $184,766Liabilities 2012: $02012Assets 2013: $209,563Liabilities 2013: $02013Assets 2014: $176,864Liabilities 2014: $02014Assets 2015: $282,844Liabilities 2015: $72,485Net Assets 2015: $210,3592015Assets 2016: $402,972Liabilities 2016: $0Net Assets 2016: $402,9722016Assets 2017: $320,185Liabilities 2017: $0Net Assets 2017: $320,1852017Assets 2018: $354,393Liabilities 2018: $0Net Assets 2018: $354,3932018Assets 2019: $397,309Liabilities 2019: $0Net Assets 2019: $397,3092019Assets 2020: $907,977Liabilities 2020: $0Net Assets 2020: $907,9772020Assets 2021: $1,033,430Liabilities 2021: $0Net Assets 2021: $1,033,4302021Assets 2022: $1,965,693Liabilities 2022: $278,401Net Assets 2022: $1,687,2922022Assets 2023: $1,629,638Liabilities 2023: $0Net Assets 2023: $1,629,6382023Assets 2024: $1,544,461Liabilities 2024: $0Net Assets 2024: $1,544,4612024Assets 2025: $1,879,313Liabilities 2025: $0Net Assets 2025: $1,879,3132025

Highlighted filing

2021

Assets$1,033,430
Liabilities$0
Net Assets$1,033,430

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $59,587Expenses 2012: $9,320Net Income 2012: $50,2672012Revenue 2013: $149,854Expenses 2013: $125,057Net Income 2013: $24,7972013Revenue 2014: $197,150Expenses 2014: $229,849Net Income 2014: -$32,6992014Revenue 2015: $219,480Expenses 2015: $138,497Net Income 2015: $80,9832015Revenue 2016: $163,883Expenses 2016: $96,841Net Income 2016: $67,0422016Revenue 2017: $224,466Expenses 2017: $306,272Net Income 2017: -$81,8062017Revenue 2018: $185,511Expenses 2018: $156,744Net Income 2018: $28,7672018Revenue 2019: $214,300Expenses 2019: $189,928Net Income 2019: $24,3722019Revenue 2020: $265,025Expenses 2020: $155,768Net Income 2020: $109,2572020Revenue 2021: $197,741Expenses 2021: $117,008Net Income 2021: $80,7332021Revenue 2022: $986,260Expenses 2022: $332,398Net Income 2022: $653,8622022Revenue 2023: $73,408Expenses 2023: $131,062Net Income 2023: -$57,6542023Revenue 2024: $127,242Expenses 2024: $212,419Net Income 2024: -$85,1772024Revenue 2025: $446,682Expenses 2025: $244,214Net Income 2025: $202,4682025

Highlighted filing

2021

Revenue$197,741
Expenses$117,008
Net Income$80,733
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$197,741
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$289,541--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$144,446
Program Service Revenue
$0
Investment Income
$9,432
Other Revenue
$43,863
All Other Contributions
$51,446
Change in Net Assets
$80,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of San DimasSan Dimas, CA501c3Youth Service$10,120
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Therotarydistrict5300governorelect,governorandimmediatepast governorareconsidereddirectorsbyvirtueoftheirofficearedirectors. Themembersoftheboardofdirectorsareselectedbytheboardof directors.

Form 990, Page 6, Part VI, Line 11B

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.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Rotary District 5300 Foundation
EIN
95-4768268
Phone
6267928441
Address
2790 WALLINGFORD ROAD, SAN MARINO, CA 91108-2595

Signing Officer

Name
N Christian Datwyler
Title
Treasurer
Phone
6267928441
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Jones
Formed
1999
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Lt Cpas & Company Inc
Address
600 S LAKE AVE STE 310, PASADENA, CA 91106
Preparer
Jennifer Lorenzen
Phone
6266830515
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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.

Form 990, Page 2, Part III, Line 4D

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.

Raw XML AppendixShowing 400 of 482 raw XML fields

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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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/AllOtherContributionsAmt051446
IRS990/BooksInCareOfDetail/PersonNm0N CHRISTIAN DATWYLER
IRS990/BooksInCareOfDetail/PhoneNum06267928441
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02790 WALLINGFORD ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN MARINO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091108
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0194247
IRS990/CashNonInterestBearingGrp/EOYAmt0247963
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0140
IRS990/ConferencesMeetingsGrp/TotalAmt0140
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0144446
IRS990/CYGrantsAndSimilarPaidAmt0115058
IRS990/CYInvestmentIncomeAmt09432
IRS990/CYOtherExpensesAmt01950
IRS990/CYOtherRevenueAmt043863
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt080733
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0117008
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0197741
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GLOBAL 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/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt093000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0995
IRS990/FeesForServicesAccountingGrp/TotalAmt0995
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0GREG JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH MCDONOUGH BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm2CONRAD VON BIBRA
IRS990/Form990PartVIISectionAGrp/PersonNm3N CHRISTIAN DATWYLER
IRS990/Form990PartVIISectionAGrp/PersonNm4RUSSELL HOLLINHURST
IRS990/Form990PartVIISectionAGrp/PersonNm5MARLA LEFLER
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN VLIETRA
IRS990/Form990PartVIISectionAGrp/PersonNm7CHELSEA SCHEPPMANN
IRS990/Form990PartVIISectionAGrp/PersonNm8EDWARD ABAD
IRS990/Form990PartVIISectionAGrp/PersonNm9LUANNE ARREDONDO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt093000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt094250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt094250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020808
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020808
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0197741
IRS990/GrossRentsGrp/RealAmt043863
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt067
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt09267
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09432
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt098
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0705080
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0785467
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0899327
IRS990/NetAssetsOrFundBalancesEOYAmt01033430
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt017767
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt043863
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt026096
IRS990/NetUnrelatedBusTxblIncmAmt025194
IRS990/NetUnrlzdGainsLossesInvstAmt053370
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034
IRS990/OfficeExpensesGrp/TotalAmt034
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1RRF-1
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/TotalAmt0310
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GREG JONES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0LEFLER GRANTS - GRANTS INCOME FROM SECURITIES DISTRIBUTED AS MATCHING GRANTS THROUGH LOCAL ROTARY CLUBS FOR LOCAL CHARITIES, PRIMARILY YOUTH ORIENTED AND EDUCATIONAL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07749
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07188
IRS990/ProgSrvcAccomActy3Grp/Desc0DISTRICT 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/ExpenseAmt010120
IRS990/ProgSrvcAccomActy3Grp/GrantAmt010120
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS 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/ExpenseAmt04750
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt04750
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0212339
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0135906
IRS990/PYInvestmentIncomeAmt011564
IRS990/PYOtherExpensesAmt019862
IRS990/PYOtherRevenueAmt041122
IRS990/PYRevenuesLessExpensesAmt0109257
IRS990/PYTotalExpensesAmt0155768
IRS990/PYTotalRevenueAmt0265025
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt080733
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt093000
IRS990/RentalIncomeOrLossGrp/RealAmt043863
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0899327
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01033430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0144446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0212339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0220282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0185511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0210655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0973233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010938
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011452
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013811
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013811
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt096272
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt019903
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt020099
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt040002
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91000
IRS990ScheduleA/PublicSupportPY509Pct00.93770
IRS990ScheduleA/PublicSupportTotal509Amt0973233
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0144446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0212339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0220282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0185511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0210655
IRS990ScheduleA/Total509Grp/TotalAmt0973233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0173616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0243376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0231734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0196313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0224466
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01069505
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02120
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0705080
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt017000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0802467
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt080697
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0739323
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0705080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0249582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0462074
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0739323
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027977
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0237000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0249582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-4000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016892
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-305
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0233808
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0237000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-6000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09497
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0495926
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1289541
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0HERMOSA VILLA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1LEFLER GRANTS RELATED INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.97880
IRS990ScheduleD/TotalBookValueProgramRltdAmt0785467
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt093000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GLOBAL SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1PEACE CONFERENCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt18
IRS990ScheduleI/RecipientTable/CashGrantAmt010120
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SAN DIMAS
IRS990ScheduleI/RecipientTable/RecipientEIN0237079746
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 713
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIMAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091773
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1PART III - GLOBAL SCHOLARSHIPS: APPLICATIONS ARE RECEIVED FROM GRADUATE LEVEL STUDENTS. STUDENTS ARE SELECTED EACH YEAR TO ATTEND UNIVERSITIES ABROAD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1VARIOUS 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/ExplanationTxt2THEROTARYDISTRICT5300GOVERNORELECT,GOVERNORANDIMMEDIATEPAST GOVERNORARECONSIDEREDDIRECTORSBYVIRTUEOFTHEIROFFICEAREDIRECTORS. THEMEMBERSOFTHEBOARDOFDIRECTORSARESELECTEDBYTHEBOARDOF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 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/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE ROTARY FNDN OF ROTARY INTL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0800666972
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1363245072
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OVERSIGHT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 77908
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11560 SHERMAN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HENDERSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1EVANSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd089052
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.45$0.24$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.21$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.28$1.69$0.99$0.33$0.65
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.27$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.21$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.19$0.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.22$0.31$0.08
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.16$0.10$0.07
2015Summary only. Only limited summary data is available for this year.$0.28$0.07$0.21$0.22$0.14$0.08
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.20$0.23$0.03
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.15$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.06$0.01$0.05