Petaluma Valley Rotary Trust in Petaluma, California (CA)
Table of contents:
| Petaluma Valley Rotary Trust | |
| Employer Identification Number (EIN) | 680222925 |
| Name of Organization | Petaluma Valley Rotary Trust |
| In Care of Name | Petaluma Valley Rotary Club |
| Address | PO BOX 2101, Petaluma, CA 94953-2101 |
| Activities | Boy Scouts, Girl Scouts, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 10/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $141,655 |
| Amount of Income | $110,030 |
| Form 990 Revenue Amount | $83,280 |
Non-representatives - add comments:
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $25,701 | $25,633 | $36,386 |
| Contributions, gifts, grants, and similar amounts received | $19,648 | $20,898 | $33,875 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $2,165 | $2,048 | $2,575 |
| Gain/Loss from sale of assets other than inventory | $3,888 | $2,687 | $-64 |
| Gross amount from sale of assets other than inventory | $26,806 | $26,307 | $0 |
| Less: cost or other basis and sales expenses | $22,918 | $23,620 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $25,278 | $27,301 | $35,849 |
| Total net assets | $76,846 | $79,867 | $83,814 |
| Excess/Deficit for the year | $423 | $-1,668 | $537 |
| Net assets or fund balances at beginning of year | $81,313 | $77,199 | $79,331 |
| Other changes in net assets or fund balances | $-4,890 | $4,336 | $3,946 |
| Net assets or fund balances at end of year | $79,514 | $84,350 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $86,706 | $89,727 | $90,438 |
| Total liabilities | $9,860 | $9,860 | $6,624 |
| Net assets or fund balances | $76,846 | $79,867 | $83,814 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi) |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public Support | $76,513 |
| Subtotal Support | $80,995 |
| Gifts, grants, contributions, and membership fees received | $80,995 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support | $-4,482 |
| Total Support | $96,185 |
| Public Support | $80,995 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $15,190 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income. Do not include gain or loss from the sale of capital assets | $0 |
| Gross receipts from related activities, etc. | $0 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Petaluma Mothers Club | Po Box 521, Petaluma, CA 94953 | CA | 1996-05 | $22,783 |
| 2 | Petaluma Museum Association | 20 4th Street 707 7784398, Petaluma, CA 94952-3004 | CA | 1984-09 | $66,201 |
| 3 | Petaluma People Service Center | 1500 Petaluma Blvd S, Petaluma, CA 94952-5545 | CA | 1975-03 | $2,098,694 |
| 4 | Petaluma Pet Pals | Po Box 750934, Petaluma, CA 94975 | CA | 2001-01 | $0 |
| 5 | Petaluma Phoenix Center Inc | PO BOX 2160, Petaluma, CA 94953-2160 | CA | 2003-05 | $260,873 |
| 6 | Petaluma Riding & Driving Club | PO BOX 841, Petaluma, CA 94953-0841 | CA | 1994-01 | $110,535 |
| 7 | Petaluma Trap Club | 541 Lohrman Lane, Petaluma, CA 94952 | CA | 1968-05 | $44,591 |
| 8 | Petaluma Trolley | Po Box 261, Petaluma, CA 94952 | CA | 2001-05 | $0 |
| 9 | Petaluma Valley Hospital Auxiliary | Po Box 2732, Petaluma, CA 94953 | CA | 1973-07 | $0 |
| 10 | Petaluma Community Foundation | 206 G Street, Petaluma, CA 94952-7712 | CA | 1975-03 | $57,053 |
| 11 | Petaluma Valley Rotary Trust | PO BOX 2101, Petaluma, CA 94953-2101 | CA | 1994-10 | $110,030 |
| 12 | Petaluma Wildlife And Natural Science Museum | 201 Fair St, Petaluma, CA 94952-2516 | CA | 1995-05 | $53,989 |
| 13 | Petaluma Womans Club | PO BOX 285, Petaluma, CA 94953-0285 | CA | 1942-09 | $69,094 |
| 14 | Petaluma Yacht Club Inc | 10 C St, Petaluma, CA 94952-3025 | CA | 1981-04 | $49,682 |
| 15 | Petaluma Youth Soccer League | PO BOX 2043, Petaluma, CA 94953-2043 | CA | 1977-01 | $236,456 |
| 16 | Petco Animal Supplies Stores Inc Group Benefit Plan And Trust, Mitchell Jan Ttee | 9125 Rehco Rd, San Diego, CA 92121-2270 | CA | 1993-06 | $84,318,399 |
| 17 | Petco Foundation | 9125 Rehco Rd, San Diego, CA 92121-2270 | CA | 1999-05 | $23,107,898 |
| 18 | Pete Lakey Memorial Trust Fund | Po Box 53, Fall River Mills, CA 96028 | CA | 2005-01 | $0 |
| 19 | Pete P Peters Foundation | 4638 S Fowler Ave, Fresno, CA 93725-9214 | CA | 1981-05 | $943,286 |
| 20 | Pete Stark Foundation | 151 Callan Ave Ste 213, San Leandro, CA 94577-4536 | CA | 1974-03 | $10,914 |
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