Nonprofit · EIN 33-0075294
ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON
Tax-exempt · RCHO STA MARG, CA 92688
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $30,199 | $37,285 | -$7,086 | $61,868 | – | $61,868 |
| June 30, 2024 | 990-EZ | $41,956 | $41,458 | $498 | $68,954 | – | $68,954 |
| June 30, 2023 | 990-EZ | $35,701 | $19,782 | $15,919 | $68,456 | – | $68,456 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,499
- Investment income
- $7
- Net income from fundraising events
- $11,693
Expenses
- Grants and similar amounts paid
- $33,330
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $3,955
Balance sheet and other
- Total assets, start of year
- $68,954
- Total assets, end of year
- $61,868
- Total liabilities, end of year
- –
- Net assets, end of year
- $61,868
- Cash, savings and investments
- $61,868
- Gross receipts
- $38,594
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 |
|---|---|---|---|
| NICK ALIVOJVODIC | President | 2 | $0 |
| JOHN CARPENTER | President | 2 | $0 |
| JEFF HADEN | Treasurer | 5 | $0 |
| TOM CONNELL | Director | 2 | $0 |
| MICHAEL CONTE | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICK ALIVOJVODIC | Director | 2 | $0 |
| JOHN CARPENTER | President | 2 | $0 |
| JEFF HADEN | Treasurer | 2 | $0 |
| TOM CONNELL | Director | 2 | $0 |
| MICHAEL CONTE | Director | 2 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICK ALIVOJVODIC | Director | 2 | $0 |
| JOHN CARPENTER | President | 2 | $0 |
| JEFF HADEN | Treasurer | 2 | $0 |
| JEFFREY SAWYER | Director | 2 | $0 |
| ALAN BUNNAGE | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 22431 ANTONIO PKWY STE B160 PMB 500, RCHO STA MARG, CA 92688-3932
- In care of
- % BARRY YOCH
- Signed the 990-EZ
- NICK ALIVOJVODIC, President
- Phone
- (949) 951-3200
- Return prepared by
- Carpenter Petersen & Associates CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0075294 or by the name ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON.
- 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
THIS FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE BOARD OF DIRECTORS DETERMINES THAT RECIPIENT ORGANIZATIONS QUALIFY FOR THESE PURPOSES.
Program accomplishments
- THE FOUNDATION PROVIDED ASSISTANCE TO THE ARMED SERVICES YMCA-CAMP PENDLETON IN FURTHERANCE OF ITS MISSION TO SUPPORT THE FAMILIES OF LOWER ENLISTED MARINE SERVICE PERSONS, WHICH INCLUDED THE PROVISION OF FOOD TO 150+ FAMILIES DURING THE HOLIDAY SEASON AND SUPPPORT OF AFTER SCHOOL AND ASSOCIATED PROGRAMS AS ADMINISTERED BY THE ARMED SERVICES YMCA-CAMP PENDLETON.THE FOUNDATION PROVIDED ASSISTANCE FOR CLEAN WATER ACCESS PROJECTS FOR IMPOVERISHED LOCATIONS. THE FOUNDATION SUPPORTS YOUTH LEADERSHIP INITIATIVES THROUGH ITS PARTICIPATION IN THE ROTARY YOUTH LEADERSHIP AWARDS PROGRAM.THE FOUNDATION SUPPORTED SELECTED STUDENTS AT SADDLEBACK COLLEGE FOR TUITION AND OTHER COSTS. STUDENTS ARE SELECTED BY A PANEL OF SCHOOL EDUCATORS AND ADMINISTRATORS BASED UPON FINANCIAL NEED AND OTHER RELEVANT ATTRIBUTES.THE FOUNDATION SUPPORTED THE RSM CARES FOOD BANK SERVICING THE NEEDY AND INDIGENT IN THE LOCAL COMMUNITY IN NEED OF ADDITIONAL FOOD SUPPLIES FOR BASIC SUBSISTENCE.THE FOUNDATION SUPPORTED THE MAUI RELIEF FUND FOR INDIVDUALS IN NEED OF ASSISTANCE IN THE AFTERMATH OF THE EXTENSIVE FIRES IN MAUI IN 2023 THROUGH ITS SUPPORT OF THE ROTARY DISTRICT 5000 FOUNDATION. THE FOUNDATION SUPPORTED OTHER CHARITIES ON A CASE BY CASE BASIS BASED UPON NEED AND RELEVANCE TO THE LOCAL COMMUNITIES.grants $33,330
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0075294
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $61,868
- Income (IRS master file)
- $38,594
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $30,199 | $37,285 | $61,868 | XML |
| 990-EZ | June 2024 | $41,956 | $41,458 | $68,954 | IRS |
| 990-EZ | June 2023 | $35,701 | $19,782 | $68,456 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 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 33-0075294).
Questions about ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON
- What is the EIN of ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON?
- The employer identification number (EIN) of ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON is 33-0075294.
- Is ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON 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 ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF COTO DE CAZA TRABUCO CANYON have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $30,199, expenses of $37,285 and total assets of $61,868 at year end.
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