2024-05-15T17:31:00-05:00 2023-06-30 770418724 C&D LLP CPAS & ADVISORS 690 ALAMO PINTADO RD SOLVANG CA 93463 990EZ 2022-07-01 770384501 SANTA YNEZ VALLEY ROTARY FOUNDATION SANT 8056885505 PO BOX 121 SOLVANG CA 93464 JOE DUGAN PRESIDENT 8056885505 2024-05-09 1 JOE DUGAN 999009999 0 STEPHEN B PALMER P00080046 8056885505 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X N/A X X 142712 X 68690 6500 4374 4374 62851 91746 -28895 297 50966 46892 1800 2748 51440 -474 437520 0 437046 X 200264 102147 237256 334899 437520 437046 0 0 437520 437046 X 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. SUPPORT FOR SENIOR SERVICES AND ORGANIZATIONS THAT CARE FOR INDIVIDUALS WITH ALZHEIMER'S AND DEMENTIA 4995 0 SUPPPORT FOR LOCAL SCHOOLS AND YOUTH 18148 0 SUPPORT FOR VARIOUS CHARITIES 23749 0 0 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 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA VERVA ENOCH 437 KENDALE PLACE BUELLTON CA 93427 8054514339 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 60483 63876 1652 37550 68690 232251 60775 53912 33164 62851 210702 121258 117788 1652 70714 131541 442953 2100 1600 200 3900 5000 5000 2100 1600 5200 8900 434053 15619 9750 10313 5027 10875 51584 15619 9750 10313 5027 10875 51584 136877 127538 11965 75741 142416 494537 0.87770 0.85480 0.10430 0.11140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4TH OF JULY FIREWORKS EVENT 129841 66990 62851 91746 129841 66990 62851 91746 91746 -28895 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. 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.