SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION (EIN 77-0384501)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349208516
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T17:31:00-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770418724 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C&D LLP CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 ALAMO PINTADO RD | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770384501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA YNEZ VALLEY ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8056885505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 121 | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE DUGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8056885505 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOE | PersonFirstNm |
| Person Last | DUGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN B PALMER | PreparerPersonNm |
| PTIN | P00080046 | PTIN |
| Phone | 8056885505 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $142,712 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $68,690 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6,500 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $4,374 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $4,374 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $62,851 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $91,746 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$28,895 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $297 | OtherRevenueTotalAmt |
| Total Revenue | $50,966 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $46,892 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,800 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $2,748 | OtherExpensesTotalAmt |
| Total Expenses | $51,440 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$474 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $437,520 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $437,046 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,264 | BOYAmt |
| EOY | $102,147 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,256 | BOYAmt |
| EOY | $334,899 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,520 | BOYAmt |
| EOY | $437,046 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,520 | BOYAmt |
| EOY | $437,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE FUNDING FOR VARIOUS CHARITIES, BOTH LOCALLY AND INTERNATIONALLY. THE PROGRAMS SPECIFICALLY INCLUDE BUT ARE NOT LIMITED TO EDUCATIONAL SUPPORT, SCHOLARSHIPS, COMMUNITY PROJECTS, PROGRAMS FOR YOUTH, SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGES AND OTHER HEALTH AND HUMANITARIAN NEEDS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| SUPPORT FOR SENIOR SERVICES AND ORGANIZATIONS THAT CARE FOR INDIVIDUALS WITH ALZHEIMER'S AND DEMENTIA | $4,995 | $0 |
| SUPPPORT FOR LOCAL SCHOOLS AND YOUTH | $18,148 | $0 |
| SUPPORT FOR VARIOUS CHARITIES | $23,749 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JOE DUGAN | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID WYATT | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| GREG PENSA | ||||
| VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| RANDY JONES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL MATTHIES | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| TAMMY WESTWOOD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERVA ENOCH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 437 KENDALE PLACE | AddressLine1Txt |
| City | BUELLTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93427 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054514339 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,690 | CurrentTaxYearAmt |
| Total | $232,251 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $33,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,851 | CurrentTaxYearAmt |
| Total | $210,702 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,541 | CurrentTaxYearAmt |
| Total | $442,953 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200 | CurrentTaxYearMinus1YearAmt |
| Total | $3,900 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Total | $5,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,200 | CurrentTaxYearMinus1YearAmt |
| Total | $8,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $434,053 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,875 | CurrentTaxYearAmt |
| Total | $51,584 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,875 | CurrentTaxYearAmt |
| Total | $51,584 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,416 | CurrentTaxYearAmt |
| Total | $494,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87770 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85480 | PublicSupportPY509Pct |
| Investment Income CY | 0.10430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 4TH OF JULY FIREWORKS EVENT | Event1Nm |
| Gross Receipts Event1 | $129,841 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,990 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,851 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $91,746 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $129,841 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,990 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,851 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $91,746 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $91,746 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,895 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 1,364. DESCRIPTION: DIVIDEND. AMOUNT: 5,027. DESCRIPTION: LT CG DISTRIBUTIONS. AMOUNT: 109. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,500. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: OTHER INCOME. AMOUNT: 297. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: FRIENDS OF THE LIBRARY. GRANTEE ADDRESS: 1745 MISSION DRIVE SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,200. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SYV WESTERN HERITAGE FOUNDATION. GRANTEE ADDRESS: PO BOX 298 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: BUELLTON SENIOR CENTER. GRANTEE ADDRESS: PO BOX 1946 BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 970. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SOLVANG FRIENDSHIP HOUSE. GRANTEE ADDRESS: 880 FRIENDSHIP LANE SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: BETHANIA LUTHERAN CHURCH - MEALS. GRANTEE ADDRESS: 603 ATTERDAG RD SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA BARBARA COUNTY VETERANS. GRANTEE ADDRESS: 624 W FOSTER RD #A SANTA MARIA, CA 93455. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SOLVANG SENIOR CENTER. GRANTEE ADDRESS: 1745 MISSION DRIVE #A SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,025. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: NATURE TRACK FOUNDATION. GRANTEE ADDRESS: PO BOX 953 LOS OLIVOS, CA 93441. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: MARTHA'S FARM ANIMAL SANCTUARY. GRANTEE ADDRESS: 7222 SANTA ROSA RD BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: NEIL TAYLOR NATURE CENTER. GRANTEE ADDRESS: 2265 HWY 154 SANTA BARBARA, CA 93105. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ BEAUTIFUL. GRANTEE ADDRESS: PO BOX 633 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: THE DICTIONARY PROJECT. GRANTEE ADDRESS: PO BOX 1845 CHARLESTON, SC 29402. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,392. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: CITY OF SOLVANG. GRANTEE ADDRESS: 1644 OAK STREET SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 216. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: SYV HIGH SCHOOL SCHOLARSHIPS. GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 755. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: SYHS ARCHITECTURAL CONTEST. GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,621. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: ALLAN HANCOCK COLLEGE. GRANTEE ADDRESS: 800 S COLLEGE DR SANTA MARIA, CA 93454. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: ROTARY YOUTH LEADERSHIP RYLA 5240. GRANTEE ADDRESS: 3625 THOUSAND OAKS BLVD #288 WESTLAKE VILLAGE, CA 91362. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 880. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS. GRANTEE NAME: ROTARY INTERNATIONAL. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, CA 60201. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,733. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ VALLEY AIRPORT AUTHORITY. GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ VALLEY HIGH SCHOOL PTA. GRANTEE ADDRESS: PO BOX 398 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS. GRANTEE NAME: PACE UNIVERSAL. GRANTEE ADDRESS: 1 N CESAR CHAVEZ #102 SANTA BARBARA, CA 93103. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,600. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ VALLEY CYCLING CLUB. GRANTEE ADDRESS: 225 MCMURRAY RD #B BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 46,892. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 2,408. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 265. DESCRIPTION: STATE TAXES. AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 16: 2,748. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: EDWARD JONES - COST. BEG. OF YEAR AMOUNT: 237,256. END OF YEAR AMOUNT: 354,319. DESCRIPTION: UNREALIZED GAIN/LOSS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: -19,420. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | 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. | DeclarationDesc |
Comments