Point Loma Rotary Endowment Fund Inc in San Diego, California (CA)
Table of contents:
| Point Loma Rotary Endowment Fund Inc | |
| Employer Identification Number (EIN) | 330643757 |
| Name of Organization | Point Loma Rotary Endowment Fund Inc |
| In Care of Name | F Russell Bushby |
| Address | 2240 Shelter Island Dr Ste 106, San Diego, CA 92106-3138 |
| Activities | Discussion groups, forums, panels lectures, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 09/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes |
| Organization | Corporation |
| 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 | $257,675 |
| Amount of Income | $115,345 |
| Form 990 Revenue Amount | $94,535 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories |
Non-representatives - add comments:
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||
| 2012 | 2013 | |
|---|---|---|
| Total revenue | $87,066 | $71,372 |
| Contributions, gifts, grants, and similar amounts received | $75,194 | $63,223 |
| Program service revenue including government fees and contracts | $0 | $0 |
| Membership dues and assessments | $0 | $0 |
| Investment income | $1,703 | $1,082 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 |
| Net income/loss from gaming and fundraising events | $10,169 | $7,067 |
| Gross income from gaming | $0 | $0 |
| Gross income from fundraising events | $12,925 | $10,067 |
| Less: direct expenses from gaming and fundraising events | $2,756 | $3,000 |
| Gross profit/loss from sales of inventory | $0 | $0 |
| Other revenue | $0 | $0 |
| Total expenses | $80,240 | $69,687 |
| Total net assets | $237,001 | $238,686 |
| Excess/Deficit for the year | $6,826 | $1,685 |
| Net assets or fund balances at beginning of year | $230,175 | $237,001 |
| Other changes in net assets or fund balances | $0 | $0 |
| Net assets or fund balances at end of year | $237,001 | $238,686 |
| Balance Sheets | ||
| 2012 | 2013 | |
|---|---|---|
| Total assets | $237,001 | $248,921 |
| Total liabilities | $0 | $10,235 |
| Net assets or fund balances | $237,001 | $238,686 |
| Other Information | ||
| 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 |
| 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 |
| Gross receipts for public use of club facilities | $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: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $340,339 |
| Subtotal | $340,339 |
| Gifts, grants, contributions, and membership fees received | $340,339 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $0 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| 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 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $392,320 |
| Public support | $340,339 |
| Subtotal | $12,646 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $12,646 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $39,335 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Point Arena Lighthouse Keepers Inc | PO BOX 11, Point Arena, CA 95468-0011 | CA | 1983-03 | $646,860 |
| 2 | Point Arena Little School Inc | PO BOX 413, Point Arena, CA 95468-0413 | CA | 1972-06 | $1,438 |
| 3 | Point Arena Medical Center | PO BOX 609, Point Arena, CA 95468-0609 | CA | 1983-08 | $63,666 |
| 4 | Point Cabrillo Lightkeepers Association | PO BOX 641, Mendocino, CA 95460-0641 | CA | 2002-02 | $261,750 |
| 5 | Point Fermin Lighthouse Society | PO BOX 742, San Pedro, CA 90733-0742 | CA | 2005-09 | $17,666 |
| 6 | Point Foundation | 5055 Wilshire Blvd Ste 501, Los Angeles, CA 90036-6114 | CA | 2001-11 | $4,248,254 |
| 7 | Point Lobos Foundation | PO BOX 221789, Carmel, CA 93922-1789 | CA | 1979-07 | $547,889 |
| 8 | Point Loma Sports Associates | 3900 Lomaland Dr, San Diego, CA 92106-2810 | CA | 1976-11 | $9,731 |
| 9 | Point Loma High School Pointer Association | 1220 Rosecrans St, San Diego, CA 92106-2674 | CA | 2000-02 | $469,761 |
| 10 | Point Loma Publication Inc | PO BOX 6507, San Diego, CA 92166-0507 | CA | 1971-04 | $25,632 |
| 11 | Point Loma Rotary Endowment Fund Inc | 2240 Shelter Island Dr Ste 106, San Diego, CA 92106-3138 | CA | 1995-09 | $115,345 |
| 12 | Point Loma Village Beautiful | PO BOX 60212, San Diego, CA 92166-8212 | CA | 1970-05 | $200,303 |
| 13 | Point Mugu Gun Club | PO BOX 42246, Port Hueneme, CA 93044-4546 | CA | 2003-04 | $80,409 |
| 14 | Point Reyes Bird Observatory, Dba Point Blue Conservation Science | 3820 Cypress Dr Ste 11, Petaluma, CA 94954-6964 | CA | 1965-05 | $11,120,823 |
| 15 | Point Reyes National Seashore Association | 1 Bear Valley Road Building 70, Point Reyes Station, CA 94956-9703 | CA | 1970-02 | $1,876,210 |
| 16 | Point Richmond Gateway Foundation Inc | 515 Marine St, Pt Richmond, CA 94801-3725 | CA | 2005-10 | $51,296 |
| 17 | Point San Luis Lighthouse Keepers | PO BOX 13556, Sn Luis Obisp, CA 93406-3556 | CA | 1995-07 | $371,005 |
| 18 | Point San Pablo Yacht Club Inc | PO BOX 70307, Richmond, CA 94807-0307 | CA | 1982-09 | $285,683 |
| 19 | Point Weber Association Inc | 3060 Canal Drive, Stockton, CA 95204 | CA | 2005-09 | $0 |
| 20 | Point West Transportation Mgmt Assoc | 1900 Point West Way, Sacramento, CA 95815 | CA | 1996-12 | $0 |
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