Nonprofit · EIN 77-0378163
SANTA MARIA ROTARY FOUNDATION
Tax-exempt · SANTA MARIA, CA 93456
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2023 | 990-EZ | $13,570 | $25,002 | -$11,432 | $40,578 | – | $40,578 |
Financial details: 990-EZ for the year ended June 30, 2023
Revenue
- Contributions, gifts and grants
- $5,454
- Program service revenue
- $0
- Investment income
- $1
- Net income from fundraising events
- $8,115
Expenses
- Grants and similar amounts paid
- $23,454
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,460
- Printing, publications and postage
- $63
- Other expenses
- $25
- Program services (functional)
- $23,454
Balance sheet and other
- Total assets, start of year
- $52,010
- Total assets, end of year
- $40,578
- Total liabilities, end of year
- –
- Net assets, end of year
- $40,578
- Cash, savings and investments
- $40,578
- Gross receipts
- $23,855
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED DONATI | PRESIDENT | 1 | $0 |
| KEN DAILY | VICE PRESIDENT | 1 | $0 |
| JOHN HENNING | SECRETARY | 1 | $0 |
| TOM MARTINEZ | TREASURER | 1 | $0 |
| VIRGINIA SOUZA | IMMEDIATE PAST PRES | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 351, SANTA MARIA, CA 93456-0351
- In care of
- % TOM MARTINEZ
- Mailing address (990-N for 2024)
- PO BOX 351, SANTA MARIA CA 93456
- Principal officer (990-N for 2024)
- TOM MARTINEZ, PO BOX 351, SANTA MARIA CA 93456
- Signed the 990-EZ
- TOM MARTINEZ, TREASURER
- Phone
- (805) 925-1304
- Return prepared by
- Cathryne Glenn CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0378163 or by the name SANTA MARIA ROTARY 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
SANTA MARIA ROTARY FOUNDATION RAISES FUNDS TO CONTRIBUTE TO SANTA MARIA VALLLEY 501 C 3 ORGANIZATIONS AND TO SCHOLARSHIPS FOR INDIVIDUALS.
Program accomplishments
- COMMUNITY SUPPORT DONATIONS TO LOCAL ORGANIZATIONSExpenses $23,454
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 77-0378163
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: TOM MARTINEZ | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2023 Officer: TOM MARTINEZ | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2023 | $13,570 | $25,002 | $40,578 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: ROBBIN MEDINA | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 77-0378163).
Questions about SANTA MARIA ROTARY FOUNDATION
- What is the EIN of SANTA MARIA ROTARY FOUNDATION?
- The employer identification number (EIN) of SANTA MARIA ROTARY FOUNDATION is 77-0378163.
- Is SANTA MARIA ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SANTA MARIA ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA MARIA ROTARY FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SANTA MARIA ROTARY 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 SANTA MARIA ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
- Who is the principal officer of SANTA MARIA ROTARY FOUNDATION?
- The 990-N for 2024 names TOM MARTINEZ.
- Who are the officers and directors of SANTA MARIA ROTARY FOUNDATION?
- The 990-EZ for the year ended June 30, 2023 lists 5 people; 0 received compensation from the organization.
- How much revenue does SANTA MARIA ROTARY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2023 it reported revenue of $13,570, expenses of $25,002 and total assets of $40,578 at year end.
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