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Nonprofiteer
← SANTA MARIA BREAKFAST ROTARY FOUNDATION INC

Form 990 for tax year 2022

Filed by SANTA MARIA BREAKFAST ROTARY FOUNDATION INC.

Totals

Total revenue
$84,199
Total expenses
$46,948
Contributions and grants received
$83,127
Grants paid
$40,500
Program service revenue
$0
Investment income
$1,072
Other revenue
$0
Total assets, end of year
$143,553
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$143,553
Program services expenses (Part IX)
$46,948
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$46,948

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $83,127

  • 3 · Investment income

    total $1,577 · unrelated business $1,577

  • 7b · Less cost or other basis and sales expenses

    securities $505

  • 7c · Gain or loss

    securities -$505

  • 7d · Net gain or loss

    total -$505 · unrelated business -$505

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $83,127

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,500 · program services $40,500

  • 13 · Office expenses

    total $209 · program services $209

  • 14 · Information technology

    total $207 · program services $207

  • 24a · Other expenses: INVESTMENT MANAGEMENT F

    total $4,059 · program services $4,059

  • 24b · Other expenses: PROFESSIONAL FEES

    total $1,770 · program services $1,770

  • 24c · Other expenses: BANK FEES

    total $178 · program services $178

  • 24d · Other expenses: BUSINESS REGISTRATION F

    total $25 · program services $25

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $15,076 · end of year $78,987

  • 4 · Accounts receivable

    beginning of year $0 · end of year $250

  • 12 · Investments: other securities

    beginning of year $86,348 · end of year $64,316

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $101,424 · end of year $143,553

Mission and programs · 2022

Mission

NONE

Activities or mission (Part I)

PROVISION OF GRANTS TO FURTHER THE HUMANITARIAN GOALS OF THE ORGANIZATION.

  • PROVISION OF GRANTS TO FURTHER THE HUMANTARIAN GOALS OF THE ORGANIZATION.

    Expenses $46,948 · Grants $40,500 · Revenue $83,127

As filed on the 2022 return.

Listed in Part VII

  • Patrick McDermott

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Katie McPike

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • James Thomas

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Mike Gibson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
14 January 2024
IRS schema version
2022v5.0
Source object
202440269349300024

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