2024-05-13T17:23:47-05:00 2023-06-30 770181453 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU ST STE B SANTA BARBARA CA 93101 990EZ 2022-07-01 770407204 ROTARY DISTRICT 5240 CHARITABLE FOUNDATION ROTA 8059661521 104 W ANAPAMU STREET B SANTA BARBARA CA 93101 JODY DOLAN HOLEHOUSE TREASURER 8059661521 2024-05-10 1 JODY DOLAN HOLEHOUSE 999009999 0 JODY DOLAN HOLEHOUSE P00230451 8059661521 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X HTTP://WWW.ROTARYDISTRICT5240.ORG/ X X 864 X 56 808 864 4500 25 4525 -3661 61622 0 57961 61622 57961 61622 57961 0 0 61622 57961 X THE MISSION OF THE FOUNDATION IS TO PROVIDE A QUALIFIED CHARITABLE ORGANIZATION TO SUPPORT INDIVIDUAL ROTARY CLUBS OF DISTRICT 5240, MANAGE THE FUNDS FOR THE DISTRICT 5240 TRAVEL GRANTS PROGRAM, THE ROTARACT MATCHING GRANT PROGRAMS AND OTHER PROGRAM OF THE DISTRICT. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, EDUCATION, SCHOLARSHIP, COMMUNITY EVENTS, PARKS AND RECREATION EVENTS, YOUTH PROGRAMS, SENIOR CITIZEN PROGRAMS, PROGRAMS FOR MENTALLY AND PHYSICALLY DISADVANTAGED PEOPLE AND OTHER HEALTH AND HUMANITARIAN NEEDS. THIS FOUNDATION SUPPORTS THE MISSION OF THE ROTARY FOUNDATION: THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION AND THE ALLEVIATION OF POVERTY. THE ROTARY FOUNDATION IS A CHARITABLE, NOT-FOR-PROFIT CORPORATION THAT IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD. GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER. 4500 0 0 AMY SMITH DIRECTOR 2.00 0 0 0 VICKI ARNDT SECRETARY 2.00 0 0 0 JODY DOLAN HOLEHOUSE TREASURER 2.00 0 0 0 SANDI SCHWARTZ DIRECTOR 1.00 0 0 0 SCOTT PHILLIPS DIRECTOR 1.00 0 0 0 NICK FRANKEL DIRECTOR 1.00 0 0 0 MARTA BROWN DIRECTOR 1.00 0 0 0 CHRIS BAXTER DIRECTOR 0.00 0 0 0 BARRY VANDERKELEN PRESIDENT 1.00 0 0 0 JASON COREY DIRECTOR 0.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA JODY DOLAN HOLEHOUSE 104 W ANAPAMU STREET SUITE B SANTA BARBARA CA 93101 8059661521 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 48132 12021 6869 28 57 67107 48132 12021 6869 28 57 67107 0 0 0 67107 419 249 511 3 808 1990 419 249 511 3 808 1990 48551 12270 7380 31 865 69097 0.97120 0.99040 0.02880 0.00960 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 808. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PROGRAM GRANT. GRANTEE NAME: ROTARY CLUBS IN DISTRICT 5240. GRANTEE ADDRESS: 2405 SNOWDROP DRIVE BAKERSFIELD, CA 93311. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/24/23. AMOUNT GIVEN: 4,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ATTORNEY GENERAL . AMOUNT: 25. 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.