2024-11-15T10:32:12-06:00 2024-06-30 330737981 CBIZ ADVISORS LLC 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 990EZ 2023-07-01 770234356 BAKERSFIELD BREAKFAST ROTARY FOUNDATION BAKE 6612838735 PO BOX 2568 BAKERSFIELD CA 93303 DAVE SPALLINGER CFO 6612838735 2024-11-14 1 0 GREGORY G BRAUN P00192870 6613257500 2023 2024-10-15 13:58:12Z X N/A X X 127324 X 16204 9607 101513 66149 35364 61175 49789 49789 11386 368162 31896 411444 X 371301 414718 2030 450 373331 415168 5169 3724 368162 411444 X 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 FOUNDATION IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD. FUNDING OF OTHER COMMUNITY EXEMPT ORGANIZATIONS AND RELATED ROTARY INTERNATIONAL PROJECTS. 0 46556 46556 PATRICK THOMPSON DIRECTOR 1.00 0 0 0 DAVID LARI PRESIDENT 1.00 0 0 0 KAY PITTS SECRETARY 1.00 0 0 0 BILL POTTER DIRECTOR 1.00 0 0 0 MELINDA WILMONT TREASURER 1.00 0 0 0 SHAUN KELLY DIRECTOR 1.00 0 0 0 DAVID PERKINS DIRECTOR 1.00 0 0 0 SALLY SELBY DIRECTOR 1.00 0 0 0 MYRNA ARIAS DIRECTOR 1.00 0 0 0 CAROL SMITH DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA DAVID LARI 10808 QUEENSBURY DR BAKERSFIELD CA 93312 6615998996 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 135060 38181 106648 138146 51568 469603 135060 38181 106648 138146 51568 469603 0 0 0 469603 3315 3433 3990 6049 9607 26394 3315 3433 3990 6049 9607 26394 138375 41614 110638 144195 61175 495997 0.94680 0.96230 0.05320 0.03770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X WINE PLACE OR SHOW 70255 70255 1200 9097 8651 26343 THOUSAND FLAGS 30758 30758 20858 101013 101013 1200 9097 8651 47201 66149 34864 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 632. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 8,975. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9,607. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEE. AMOUNT: 164. DESCRIPTION: CLUB ADMINISTRATION. AMOUNT: 5,302. DESCRIPTION: YOUTH SERVICES. AMOUNT: 15,132. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 9,590. DESCRIPTION: VOCATIONAL SERVICE. AMOUNT: 1,641. DESCRIPTION: ACCOUNTING. AMOUNT: 1,019. DESCRIPTION: POLIO PLUS. AMOUNT: 1,182. DESCRIPTION: RI ANNUAL FUND. AMOUNT: 4,562. DESCRIPTION: INTERNAL SERVICES. AMOUNT: 5,540. DESCRIPTION: WRITE OFFS. AMOUNT: 3,233. DESCRIPTION: TAX EXPENSE. AMOUNT: 1,134. DESCRIPTION: POLIO PLUS SPEAKER DONATION. AMOUNT: 1,270. DESCRIPTION: SECERTARY OF STATE. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 49,789. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN. AMOUNT: 31,896. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,030. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 450. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 5,089. END OF YEAR AMOUNT: 3,644. DESCRIPTION: DUE TO BBRC. BEG. OF YEAR AMOUNT: 80. END OF YEAR AMOUNT: 80. 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.