2024-04-30T16:57:56-05:00 2023-06-30 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990EZ 2022-07-01 770076885 ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION ROTA 8058696245 27 WEST ANAPAMU STREET 371 SANTA BARBARA CA 93101 MICHAEL BERGQUIST PRESIDENT 8058696245 2024-04-26 1 MICHAEL BERGQUIST 999009999 1 JOHN J BRITTON P00290353 8059637811 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X N/A X X 50460 X 2913 1908 45639 50460 37789 1249 39038 11422 337534 0 348956 337534 348956 337534 348956 0 0 337534 348956 SUPPORT CHARITIES PROVIDE SUPPORT FOR VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE ORGANIZATIONS. 37789 39038 39038 JOE DOBBS DIRECTOR 1.00 0 0 0 STEVE YOUNG DIRECTOR 1.00 0 0 0 TOM JACOBS DIRECTOR 1.00 0 0 0 MICHAEL BERGQUIST PRESIDENT 2.00 0 0 0 MARK GALLO TREASURER 1.00 0 0 0 DENNIS WAID SECRETARY 1.00 0 0 0 WILLIAM W GABRIEL VICE PRESIDENT 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA MICHAEL BERGQUIST 27 WEST ANAPAMU 371 SANTA BARBARA CA 93101 8058696245 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 13129 7243 13965 2300 4821 41458 13129 7243 13965 2300 4821 41458 1353 40105 21150 18892 27826 21270 45639 134777 1021 714 960 1506 1908 6109 182344 0.21990 0.32480 X PART II, SECTION C, LINE 17A THE FOUNDATION AND ITS AFFILIATED IRC SECTION 501(C)(4) ENTITY, THE ROTARY CLUB OF SANTA BARBARA NORTH ("RCSBN"), HAVE BENEFITED FROM VARIOUS PUBLIC SUPPORT/FUNDRAISING/COMMUNITY ENGAGEMENT EVENTS FOR APPROXIMATELY THREE DECADES. THESE INCLUDE A MULTI-YEAR EVENT STARTED BY THESE NON-PROFITS IN THE 1990S CALLED BOWLING FOR KIDS, WHERE THE NET PROCEEDS WERE GENERALLY PASSED THROUGH RCSBN TO THE FOUNDATION FOR ITS CHARITABLE GRANT-MAKING PURPOSES; ANOTHER MULTI-YEAR PROJECT SELLING POINSETTIAS TO LOCAL BUSINESSES AND INDIVIDUALS BEFORE THE DECEMBER HOLIDAYS; AND THE LATEST BEING AN ANNUAL EVENT STARTED IN OCTOBER 2023 ENTITLED 'BOO BASH' TO ENGAGE THE LOCAL COMMUNITY'S CHILDREN AND THEIR PET CANINES, WHICH RAISED OVER $4,000 (NET) TO SUPPORT LOCAL CHARITABLE ORGANIZATIONS. THE FOUNDATION HAS ALSO PARTNERED WITH THE LOCAL GREEK ORTHODOX CHURCH OF SANTA BARBARA AND A ROTARY CLUB IN NAIROBI, KENYA, IN SUPPORT OF SEVERAL WATER WELL DRILLING PROJECTS IN KENYA OVER THE PAST DECADE. IT RECENTLY RECEIVED A $5,000 DONATION TOWARDS THOSE EFFORTS FROM A COLORADO ROTARIAN. THE FOUNDATION ANTICIPATES RECEIVING ADDITIONAL CONTRIBUTIONS FROM MEMBERS OF THE PUBLIC BEFORE FISCAL YEAR END JUNE 30, 2024 IN SUPPORT OF THOSE WATER WELL PROJECTS AND A LOCAL PUBLIC SCHOOL'S EDUCATIONAL ART/SCIENCE PROGRAMS. FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT & DIVIDEND INCOME. AMOUNT: 45,639. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ADAMS SCHOOL. GRANTEE ADDRESS: 2701 LAS POSITAS ROAD SANTA BARBARA, CA 93105. DATE OF GIFT: 08/23/22. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SCHOLARSHIP FOUNDATION OF SANTA BARBARA. GRANTEE ADDRESS: PO BOX 3620 SANTA BARBARA, CA 93130. DATE OF GIFT: 07/06/22. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: WILDERNESS YOUTH PROJECT. GRANTEE ADDRESS: 5386 HOLLISTER AVE, STE D SANTA BARBARA, CA 93111. DATE OF GIFT: 02/15/23. AMOUNT GIVEN: 1,100. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA PUERTO VALLARTA SISTER CITIES. GRANTEE ADDRESS: PO BOX 3718 SANTA BARBARA, CA 93130. DATE OF GIFT: 08/24/22. AMOUNT GIVEN: 1,760. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA PUERTO VALLARTA SISTER CITIES. GRANTEE ADDRESS: PO BOX 3718 SANTA BARBARA, CA 93130. DATE OF GIFT: 02/15/23. AMOUNT GIVEN: 1,200. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: TEDDY BEAR CANCER FOUNDATION. GRANTEE ADDRESS: 3892 STATE STREET, SUITE 220 SANTA BARBARA, CA 93105. DATE OF GIFT: 02/21/23. AMOUNT GIVEN: 1,300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SAINT BARBARA GREEK ORTHODOX CHURCH. GRANTEE ADDRESS: 1205 SAN ANTONIO CREEK RD SANTA BARBARA, CA 93111. DATE OF GIFT: 10/14/22. AMOUNT GIVEN: 4,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: RCSBN KENYA WATER WELL. GRANTEE ADDRESS: PO BOX 3293 SANTA BARBARA, CA 93130. DATE OF GIFT: 07/26/22. AMOUNT GIVEN: 700. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: RCSBN KENYA WATER WELL. GRANTEE ADDRESS: PO BOX 3293 SANTA BARBARA, CA 93130. DATE OF GIFT: 10/20/22. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: HOSPICE OF SB. GRANTEE ADDRESS: 2050 ALAMEDA PADRE SERRA #100 SANTA BARBARA, CA 93103. DATE OF GIFT: 08/17/22. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CASA SERENA. GRANTEE ADDRESS: 1515 BATH STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 08/22/22. AMOUNT GIVEN: 1,145. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SB EDUCATION FOUNDATION. GRANTEE ADDRESS: 1528 CHAPALA ST STE 308 SANTA BARBARA, CA 93101. DATE OF GIFT: 10/21/22. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA NEW HOUSE. GRANTEE ADDRESS: 2434 BATH STREET SANTA BARBARA, CA 93105. DATE OF GIFT: 02/08/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GIRLS INC. OF GREATER SANTA BARBARA. GRANTEE ADDRESS: 4973 HOLLISTER AVE SANTA BARBARA, CA 93111. DATE OF GIFT: 02/08/23. AMOUNT GIVEN: 1,600. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: OCTOBOTS ROBOTICS. GRANTEE ADDRESS: 1525 SAN MIGUEL AVE SANTA BARBARA, CA 93109. DATE OF GIFT: 02/08/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ORGANIC SOUP KITCHENS. GRANTEE ADDRESS: 315 MEIGS ROAD SANTA BARBARA, CA 93109. DATE OF GIFT: 02/14/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ALZHEIMER'S ASSOCIATION,CA CENTRAL COAST CHAPTER. GRANTEE ADDRESS: 1528 CHAPALA ST STE 204 SANTA BARBARA, CA 93101. DATE OF GIFT: 02/17/23. AMOUNT GIVEN: 550. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FRIENDS OF THE SANTA BARBARA LIBRARY. GRANTEE ADDRESS: P.O. BOX 1019 SANTA BARBARA, CA 93102. DATE OF GIFT: 02/17/23. AMOUNT GIVEN: 415. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ELUBIA'S KITCHEN. GRANTEE ADDRESS: 325 RUTHERFORD ST STE D GOLETA, CA 93117. DATE OF GIFT: 02/27/23. AMOUNT GIVEN: 800. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CINCO DE MAYO FESTIVAL - CITY OF SANTA BARBARA. GRANTEE ADDRESS: 735 ANACAPA STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 04/11/23. AMOUNT GIVEN: 2,219. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 37,789. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INSURANCE. AMOUNT: 1,224. DESCRIPTION: STATE TAXES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,249. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.