2024-05-15T09:49:06-05:00 2023-06-30 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2022-07-01 946112270 ROTARY CLUB OF SAN JOSE FOUNDATION ROTA 4082976100 1690 SENTER ROAD SAN JOSE CA 95112 LESLEE HAMILTON EXECUTIVE DIRECTOR 4082976100 2024-05-15 1 LESLEE HAMILTON 999009999 1 JOHN KAWAMOTO P00476783 4082877911 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LESLEE HAMILTON 1690 SENTER ROAD SAN JOSE CA 95112 1088296 0 X WWW.SJROTARY.ORG X 1946 CA MAKE CONTRIBUTIONS AND GRANTS TO LOCAL AND COMMUNITY NON-PROFIT ORGANIZATIONS. 15 14 0 200 0 0 718828 630863 0 0 178218 204326 -17523 -55967 879523 779222 183406 180058 0 0 0 0 0 0 0 451915 474880 635321 654938 244202 124284 6813541 7371186 795 32159 6812746 7339027 X THE PRIMARY PURPOSE OF THE FOUNDATION IS TO PARTICIPATE IN COMMUNITY SERVICE AND PHILANTHROPY. THE FOUNDATION MAKES GRANTS TO AID YOUTH AND TO ASSIST IN COMMUNITY AND INTERNATIONAL SERVICE. THE PRIORITY OF THE FUNDING IS TO SUPPORT LOCAL AND COMMUNITY ORGANIZATIONS. THE FOUNDATION ALSO SPONSORS PROJECTS AND IDENTIFIABLE CAPITAL PURCHASES. GENERALLY, GRANTS ARE GIVEN FOR OPERATING EXPENSES, OFFICE AND ADMINISTRATIVE EXPENSES, THE PURCHASE OF REAL ESTATE, CONTRIBUTIONS TO A "GENERAL FUND OR "CAMPAIGN", OR TO AN INDIVIDUAL. 0 0 530810 113267 GRANTS & PROJECTS: THE FOUNDATION MAKES SMALL CAPITAL GRANTS TO ASSIST LOCAL COMMUNITY NONPROFITS, DISASTER RELIEF EFFORTS, AND INTERNATIONAL SERVICE ORGANIZATIONS. THE MAJORITY OF FUNDING SUPPORTS LOCAL COMMUNITY ORGANIZATIONS. FOR EXAMPLE, SEVERAL ORGANIZATIONS RECEIVED GRANTS FOR COMPUTERS, WHICH FACILITATED THE COVID-INDUCED NEED TO WORK FROM HOME. OUR MEMBERS WERE INVOLVED IN PROJECTS IN VIETNAM, EL SALVADOR, TANZANIA, AND OTHER COUNTRIES. THE FOUNDATION ALSO SPONSORS PROJECTS AND IDENTIFIABLE CAPITAL PURCHASES. 26565 26565 ROTARY INTERNATIONAL SERVICES: ROTARY INTERNATIONAL IS COMMITTED TO THE CONCEPT OF WORLD PEACE AND UNDERSTANDING. WITH THIS COMMITMENT IN MIND, THE ROTARY CLUB OF SAN JOSE LOOKS TO PROVIDE SERVICES OUTSIDE THE UNITED STATES TO HELP COMMUNITIES ABROAD AND TO ELIMINATE POLIO AROUND THE WORLD. 40226 40226 ROTAPLAST INTERNATIONAL: ROTAPLAST INTERNATIONAL SPONSORS MEDICAL MISSIONS TO DEVELOPING COUNTRIES TO PERFORM FREE RECONSTRUCTIVE SURGERY TO CHILDREN AROUND THE WORLD WHO ARE BORN WITH CLEFT LIP OR PALATE ANOMALIES. THE ROTARY CLUB OF SAN JOSE (RCSJ) PAYS FOR THE SUPPLIES AND EQUIPMENT NEEDED AND COVERS THE COST TO FLY THEM AND THE MEDICAL PERSONNEL TO THE COUNTRY WHERE THE SURGERIES ARE PERFORMED. RCSJ RECRUITES CLUB MEMBERS, WHO PAY FOR THEIR TRAVEL, AS VOLUNTEER SUPPORT STAFF. 597601 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 4082976100 1690 SENTER ROAD SAN JOSE CA 95112 CLARENCE STONE TRUSTEE 2.00 X 0 0 0 CHRIS DUKE TRUSTEE 2.00 X 0 0 0 AUDREY FOX VICE PRESIDENT, GRANTS 3.00 X X 0 0 0 RAFE ANN DU BOIS TRUSTEE 2.00 X 0 0 0 MAURICIO CORDOVA VICE PRESIDENT, FINANCE 3.00 X X 0 0 0 SEAN O'KANE TRUSTEE 2.00 X 0 0 0 CHRISTINE BURROUGHS TRUSTEE 2.00 X 0 0 0 TOM COOMBS TRUSTEE 2.00 X 0 0 0 SHISHIR DOCTOR TRUSTEE 2.00 X 0 0 0 SCOTT PAINE TRUSTEE 2.00 X 0 0 0 DAVID DAVIS PRESIDENT 3.00 X X 0 0 0 STEPHEN PROUTY TRUSTEE 2.00 X 0 0 0 JOSEPH QUILICI TRUSTEE 2.00 X 0 0 0 GINGER SOTELO TRUSTEE 2.00 X 0 0 0 LESLEE HAMILTON SECRETARY, EXECUTIVE DIRECTOR 40.00 X X 0 125000 0 0 125000 0 0 0 0 0 0 250346 380517 27006 630863 178199 178199 26127 0 26127 26127 26127 252936 250346 309074 -56138 -56138 MISCELLANEOUS 900099 171 171 171 779222 0 0 148359 175058 175058 5000 5000 41776 41776 15000 15000 17 17 COMMITTEE ACTIVITIES 330767 330767 SUPPORT SERVICES 75000 45000 30000 BANK & CREDIT CARD CHAR 7320 7320 BAD DEBT EXPENSE 5000 5000 654938 597601 57337 0 656803 1340980 973180 364153 14950 20503 106450 116983 5062158 5528567 6813541 7371186 795 32159 795 32159 X 4905111 5374491 1907635 1964536 6812746 7339027 6813541 7371186 124284 401997 0 X 1 X 0 0 0 X 637089 551535 649830 718828 630863 3188145 637089 551535 649830 718828 630863 3188145 148388 3039757 130393 134974 151588 178218 204326 799499 905 312 1132 152 171 2672 3990316 0.76180 0.75360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5198102 82166 606322 0 41776 5844814 6068748 57373 -616332 264700 46987 5198102 4891955 295009 1165125 241785 41556 6068748 4805700 149665 211180 237000 37590 4891955 4720357 61023 281041 220000 36721 4805700 0.70000 0.30000 0 0 0 X PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGEMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION AND FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2023 AND 2022 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. PART V, LINE 4: AN AMOUNT EQUAL TO FIVE PERCENT (5%) OF A THREE YEAR ROLLING AVERAGE OF THE UNRESTRICTED NET ASSETS OF THE ENDOWMENTS ARE TRANSFERRED TO THE ENDOWMENT OPERATING ACCOUNT EACH YEAR FOR THE PURPOSES OF MAKING GRANTS AND PAYING THE ADMINISTRATIVE EXPENSES OF THE FOUNDATION. ROTARY GALA 251787 214786 37001 63906 FIREWORKS 215477 20560 194917 209367 1 36018 15000 21018 35801 503282 250346 252936 309074 309074 -56138 1 KIDANGO INC 44000 OLD WARM SPRINGS BLVD FREMONT CA 94538 942581686 501(C)(3) 7500 0 RUBBERIZED PLAYGROUND PAD LATINAS CONTRA CANCER 25 N 14TH STREET SUITE 670 SAN JOSE CA 95112 562412069 501(C)(3) 10000 0 TENANT IMPROVEMENTS LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 770160469 501(C)(3) 5555 0 COMMERCIAL REFRIGERATOR LOCAL COLOR PO BOX 150 SAN JOSE CA 95103 473980272 501(C)(3) 5243 0 PROJECTOR AND SCREEN OUR CITY FOREST 1195 CLARK ST SAN JOSE CA 95125 770371911 501(C)(3) 10000 0 GENTLY USED, FUEL-EFFICIENT VEHICLE PACIFIC CLINICS 251 LLEWELLYN AVENUE CAMPBELL CA 95008 942295953 501(C)(3) 9635 0 TENANT IMPROVEMENTS SANTA CLARA COUNTY DENTAL FOUNDATION 1485 PARK AVE SAN JOSE CA 95126 202396440 501(C)(3) 5584 0 1 HAND HELD X-RAY UNITS SILICON VALLEY URBAN DEBATE LEAGUE (SVUDL) 502 VALLEY WAY MILPITAS CA 95035 471097110 501(C)(3) 7570 0 15 LAPTOPS, DESKS, LIGHTS, ETC NO HOT SPOT SYMPHONY SAN JOSE 325 SOUTH FIRST STREET 160 SAN JOSE CA 95113 320083030 501(C)(3) 7326 0 3 APPLE COMPUTERS ROTACARE BAY AREA 514 VALLEY WAY MILPITAS CA 95035 770328723 501(C)(3) 25000 0 FREE CLINIC SUPPORT VNHELP 500 EAST CALAVERAS BLVD MILPITAS CA 95035 943169584 501(C)(3) 16739 0 RICE PLANTING AND HARVESTING EQUIPMENT MERCY BEYOND BORDERS 1885 DE LA CRUZ BOULEVARD SUITE 101 SANTA CLARA CA 95050 260323282 501(C)(3) 10000 0 LAPTOPS LEIGH WEIMERS EMERGING ARTIST AWARDS 4 5000 PART I, LINE 2: 501(C)(3) ORGANIZATIONS MAY APPLY FOR A GRANT BY SUBMITTING A COMPLETED APPLICATION AND SUPPORTING DOCUMENTATION TO THE FOUNDATION. THE CONTRIBUTIONS COMMITTEE REVIEWS ALL GRANT APPLICATIONS AND DOCUMENTATION. EACH APPLICANT IS CONTACTED BY A MEMBER OF THE ROTARY CLUB TO ARRANGE FOR A SITE VISIT. FOR GRANTS THAT ARE APPROVED BY THE COMMITTEE, RECIPIENTS SPEND THE FUNDS AND THEN SUBMIT AN INVOICE AND RECEIPTS TO THE FOUNDATION. THE INVOICE AND RECEIPTS MUST INCLUDE A BRIEF SUMMARY ADDRESSING THE APPLICANT'S SUCCESS IN MEETING GRANT OBJECTIVES. THE FOUNDATION REVIEWS AND APPROVES RECEIPTS BEFORE THE GRANT FUNDS ARE RELEASED. ORGANIZATIONS ARE ONLY ELIGIBLE TO RECEIVE A COMMUNITY GRANT ONCE EVERY THREE YEARS. X AUCTION ITEMS 0 27006 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE TAKEN AT COMMITTEE MEETINGS; HOWEVER, THE FOUNDATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A PDF COPY OF THE TAX RETURN WAS EMAILED TO EACH BOARD MEMBER PRIOR TO FILING FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MONITORS GRANTS FOR ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION POLICY OF THE ROTARY CLUB OF SAN JOSE FOUNDATION APPLIES TO THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROTARY CLUB OF SAN JOSE. THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL OF THE EXECUTIVE COMMITTEE OF THE ROTARY CLUB OF SAN JOSE BOARD OF DIRECTORS; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. REVIEW AND APPROVAL - THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE ROTARY CLUB OF SAN JOSE AND RECOMMENDED TO THE ROTARY CLUB OF SAN JOSE BOARD OF DIRECTORS. ALL CHANGES IN COMPENSATION AND BENEFITS MUST BE APPROVED BY THE ROTARY CLUB OF SAN JOSE BOARD OF DIRECTORS. 2. USE OF DATA AS TO COMPARABLE COMPENSATION - THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING - THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AFTER RECEVING A WRITTEN REQUEST OR EMAIL. ROTARY CLUB OF SAN JOSE INC 1690 SENTER ROAD SAN JOSE CA 951122589 941331874 ACTIVITIES TO FOSTER SERVICE TO THE COMMUNITY AND ITS MEMBERS CA 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 ROTARY CLUB OF SAN JOSE M 75000 FAIR MARKET VALUE