Nonprofit · EIN 71-0943361
LOS OLIVOS ROTARY CLUB FOUNDATION
Tax-exempt · LOS OLIVOS, CA 93441
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $53,564 | $71,405 | -$17,841 | $83,638 | $7,770 | $75,868 |
| June 30, 2024 | 990-EZ | $46,212 | $27,783 | $18,429 | $99,709 | $6,000 | $93,709 |
| June 30, 2023 | 990-EZ | $25,313 | $45,713 | -$20,400 | $85,793 | $10,513 | $75,280 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,975
- Membership dues
- $520
- Net income from fundraising events
- $41,985
- Other revenue
- $84
Expenses
- Grants and similar amounts paid
- $69,880
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Printing, publications and postage
- $160
- Other expenses
- $1,365
- Program services (functional)
- $48,846
Balance sheet and other
- Total assets, start of year
- $99,709
- Total assets, end of year
- $83,638
- Total liabilities, end of year
- $7,770
- Net assets, end of year
- $75,868
- Cash, savings and investments
- $83,638
- Gross receipts
- $72,965
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rich Nagler | President of Foundation | 1 | $0 |
| Judith Canby | Treasurer | 0.5 | $0 |
| Inge Lise Pedersen | Director | 0.5 | $0 |
| Chris Bashforth | Director | 5 | $0 |
| Brendan Doherty | Director | 0.5 | $0 |
| Eileen Caris | Director | 0.5 | $0 |
| Ann Foxworthy Llewellen | Director | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brendan Doherty | President of Foundation | 1 | $0 |
| Judith Canby | Director | 0.5 | $0 |
| Andrew Doer | Director | 0.5 | $0 |
| Chris Bashforth | Director | 5 | $0 |
| Rich Nagler | Director | 0.5 | $0 |
| Eileen Caris | Director | 0.5 | $0 |
| Ann Foxworthy Llewellen | Director | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brendan Doherty | President of Foundation | 1 | $0 |
| Diana O'Connell | Treasurer | 1 | $0 |
| Judith Canby | Director | 0.5 | $0 |
| Andrew Doehr | Director | 0.5 | $0 |
| Chris Bashforth | Director | 5 | $0 |
| Rich Nagler | Director | 0.5 | $0 |
| Jim Lohnas | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 903, LOS OLIVOS, CA 93441-0903
- In care of
- % JUDITH CANBY
- Mailing address (990-N for 2022)
- PO Box 903, Los Olivos CA 93441
- Principal officer (990-N for 2022)
- Brendan Doherty, PO Box 903, Los Olivos CA 93441
- Signed the 990-EZ
- Judith Canby, Foundation Treasurer Club President
California records
California keeps its own records of charities and corporations. Search them by EIN 71-0943361 or by the name LOS OLIVOS ROTARY CLUB FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The Los Olivos Rotary Club Foundation primary function is to support organizations in our community and internationally that help the youth the elderly improve health and education for all.
Program accomplishments
- Community Service Grants to support community seniors and various charities such as the food band the library and the Botanic GardenExpenses $19,767
- Youth Service Grants support he youth programs in our valley through the YMCA the Dunn Interact Club the Circle V Camp scouting and 4H and othersExpenses $10,079
- Vocational Service Grants provided $9500 in college scholarships to students in the valley many of whom were the first members of their family to attend college.Expenses $19,000
- International Sevice Grantsgrants $15,795
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 71-0943361
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $83,638
- Income (IRS master file)
- $72,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $53,564 | $71,405 | $83,638 | XML |
| 990-EZ | June 2024 | $46,212 | $27,783 | $99,709 | XML |
| 990-N for 2022 Officer: Brendan Doherty | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2023 | $25,313 | $45,713 | $85,793 | XML |
| 990-N for 2020 Officer: Jim Lohnas | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: David Bemis | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 71-0943361).
Questions about LOS OLIVOS ROTARY CLUB FOUNDATION
- What is the EIN of LOS OLIVOS ROTARY CLUB FOUNDATION?
- The employer identification number (EIN) of LOS OLIVOS ROTARY CLUB FOUNDATION is 71-0943361.
- Is LOS OLIVOS ROTARY CLUB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to LOS OLIVOS ROTARY CLUB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOS OLIVOS ROTARY CLUB FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOS OLIVOS ROTARY CLUB FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOS OLIVOS ROTARY CLUB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of LOS OLIVOS ROTARY CLUB FOUNDATION?
- The 990-N for 2022 names Brendan Doherty.
- Who are the officers and directors of LOS OLIVOS ROTARY CLUB FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LOS OLIVOS ROTARY CLUB FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $53,564, expenses of $71,405 and total assets of $83,638 at year end.
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All nonprofits in LOS OLIVOS · California · Philanthropy, voluntarism and grantmaking foundations