2024-11-15T11:55:50-06:00 2024-06-30 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990EZ 2023-07-01 770076885 ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION ROTA 8058696245 27 WEST ANAPAMU STREET 371 SANTA BARBARA CA 93101 MICHAEL BERGQUIST PRESIDENT 8058696245 2024-11-12 1 1 JOHN J BRITTON P00290353 8059637811 2024-11-11 2023 2024-10-15 13:58:12Z X N/A X X 48501 X 10841 7099 30561 48501 43153 1500 1274 45927 2574 348956 0 351530 348956 351530 348956 351530 0 0 348956 351530 SUPPORT CHARITIES PROVIDE SUPPORT FOR VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE ORGANIZATIONS. 43153 45927 45927 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 7243 13965 2300 4821 17940 46269 7243 13965 2300 4821 17940 46269 1894 44375 18892 27826 21270 45639 30561 144188 714 960 1506 1908 7099 12187 202644 0.21900 0.21990 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 IN 2023 (ANTICIPATED NET REVENUE FROM THE EVENT ON 10/26/24 IS OVER $6,000). 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 IN MARCH 2024. THE FOUNDATION ANTICIPATES RECEIVING ADDITIONAL CONTRIBUTIONS FROM MEMBERS OF THE PUBLIC BEFORE FISCAL YEAR END JUNE 30, 2025 IN SUPPORT OF THOSE WATER WELL PROJECTS ($10,000 ALREADY RECEIVED IN AUGUST 2024) AND A LOCAL PUBLIC SCHOOL'S EDUCATIONAL ART/SCIENCE PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT & DIVIDEND INCOME. AMOUNT: 30,561. 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: 09/05/23. AMOUNT GIVEN: 1,000. 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: 09/05/23. AMOUNT GIVEN: 2,500. 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: 11/16/23. AMOUNT GIVEN: 604. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: BRAILLE INSTITUTE. GRANTEE ADDRESS: 2031 DE LA VINA STREET SANTA BARBARA, CA 93105. DATE OF GIFT: 02/28/24. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CADA. GRANTEE ADDRESS: 232 E CANON PERDIDO SANTA BARBARA, CA 93101. DATE OF GIFT: 08/15/23. AMOUNT GIVEN: 1,000. 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: 08/09/23. AMOUNT GIVEN: 1,100. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: DPHS GIRLS SOFTBALL. GRANTEE ADDRESS: 7266 ALAMEDA AVE GOLETA, CA 93117. DATE OF GIFT: 02/07/24. AMOUNT GIVEN: 1,000. 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: 02/08/24. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GRACE FISHER FOUNDATION. GRANTEE ADDRESS: 121 S HOPE AVE UNIT F118 SANTA BARBARA, CA 93101. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,549. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GWENDOLYN STRONG FOUNDATION. GRANTEE ADDRESS: 27 W ANAPAMU STREET 177 SANTA BARBARA, CA 93101. DATE OF GIFT: 08/09/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NATURE TRACK FOUNDATION. GRANTEE ADDRESS: PO BOX 953 LOS OLIVOS, CA 93441. DATE OF GIFT: 08/08/23. AMOUNT GIVEN: 900. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PARTNERS IN HOUSING. GRANTEE ADDRESS: 4400 CATHEDRAL OAKS ROAD SANTA BARBARA, CA 93111. DATE OF GIFT: 02/13/24. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PROJECT HEAL. GRANTEE ADDRESS: 351 PASEO NUEVO 2ND FLOOR SANTA BARBARA, CA 93101. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,000. 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: 01/29/24. AMOUNT GIVEN: 8,000. 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: 02/26/24. AMOUNT GIVEN: 2,000. 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: 02/05/24. AMOUNT GIVEN: 1,000. 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: 02/05/24. AMOUNT GIVEN: 1,000. 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: 09/04/23. AMOUNT GIVEN: 2,200. 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: 08/04/23. AMOUNT GIVEN: 1,300. 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: 07/13/23. 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: 04/26/24. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SEE INTERNATIONAL . GRANTEE ADDRESS: 6500 HOLLISTER 120 SANTA BARBARA, CA 93117. DATE OF GIFT: 08/08/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SHOWERS OF BLESSING. GRANTEE ADDRESS: 432 S SAN MARCOS ROAD SANTA BARBARA, CA 93111. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 2,000. 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: 03/08/24. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: TRANSFORM THRU ARTS. GRANTEE ADDRESS: 127 W CANON PERDIDO ST SANTA BARBARA, CA 93101. DATE OF GIFT: 02/23/24. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: VILLA MAJELLA. GRANTEE ADDRESS: 604 NORTH KELLOGG AVENUE GOLETA, CA 93111. DATE OF GIFT: 02/15/24. AMOUNT GIVEN: 1,000. 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: 02/20/24. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 43,153. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INSURANCE. AMOUNT: 1,224. DESCRIPTION: STATE TAXES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 1,274. 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.