ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION (EIN 77-0076885)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-11
IRS object ID
202311319349201856
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2023-05-11T16:34:48-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952089835PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARTLETT PRINGLE & WOLF LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11123 CHAPALA ST PO BOX 90860AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP931900860ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770076885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SANTA BARBARA NORTHBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone8058696245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 WEST ANAPAMU STREET 371AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BERGQUISTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8058696245PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastBERGQUISTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J BRITTONPreparerPersonNm
PTINP00290353PTIN
Phone8059637811PhoneNum
Preparation2023-05-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$25,076GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,300ContributionsGiftsGrantsEtcAmt
Membership Dues$1,506MembershipDuesAmt
Investment Income$21,270InvestmentIncomeAmt
Total Revenue$25,076TotalRevenueAmt
Grants And Similar Amounts Paid$20,245GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,000FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,230OtherExpensesTotalAmt
Total Expenses$22,475TotalExpensesAmt
Excess Or Deficit For Year$2,601ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$334,933NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$337,534NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$334,933BOYAmt
EOY$337,534EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$334,933BOYAmt
EOY$337,534EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$334,933BOYAmt
EOY$337,534EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSUPPORT CHARITIESPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROVIDE SUPPORT FOR VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE ORGANIZATIONS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$20,245GrantsAndAllocationsAmt
Program Service Expenses$22,475ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$22,475TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOE DOBBS
DIRECTOR1.00$0$0$0
STEVE YOUNG
DIRECTOR1.00$0$0$0
TOM JACOBS
DIRECTOR1.00$0$0$0
MICHAEL BERGQUIST
PRESIDENT2.00$0$0$0
MARK GALLO
TREASURER1.00$0$0$0
DENNIS WAID
SECRETARY1.00$0$0$0
WILLIAM W GABRIEL
VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BERGQUISTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 WEST ANAPAMU STREET 371AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Phone8058696245PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,925CurrentTaxYearMinus1YearAmt
Current Tax Year$3,806CurrentTaxYearAmt
Total$68,625TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,925CurrentTaxYearMinus1YearAmt
Current Tax Year$3,806CurrentTaxYearAmt
Total$68,625TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,238SubstantialContributorsTotAmt
Public Support Total170$56,387PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,868CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,892CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,826CurrentTaxYearMinus1YearAmt
Current Tax Year$21,270CurrentTaxYearAmt
Total$105,006TotalAmt
FieldValueIRS element (for citing)
Total Support$173,631TotalSupportAmt
Public Support CY1700.32480PublicSupportCY170Pct
Public Support PY1700.34480PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT & DIVIDEND INCOME. AMOUNT: 21,270.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ADAMS SCHOOL. GRANTEE ADDRESS: 2701 LAS POSITAS ROAD SANTA BARBARA, CA 93105. DATE OF GIFT: 09/02/21. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SCHOLARSHIP FOUNDATION OF SANTA BARBARA. GRANTEE ADDRESS: PO BOX 3620 SANTA BARBARA, CA 93130. DATE OF GIFT: 07/21/21. AMOUNT GIVEN: 4,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SAINT BARBARA GREEK ORTHODOX CHURCH. GRANTEE ADDRESS: 1205 SAN ANTONIO CREEK RD SANTA BARBARA, CA 93111. DATE OF GIFT: 08/20/21. AMOUNT GIVEN: 3,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: WILDERNESS YOUTH PROJECT. GRANTEE ADDRESS: 5386 HOLLISTER AVE, STE D SANTA BARBARA, CA 93111. DATE OF GIFT: 02/10/22. AMOUNT GIVEN: 1,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ANGELS FOSTER CARE. GRANTEE ADDRESS: 3905 STATE STREET, #7-115 SANTA BARBARA, CA 93105. DATE OF GIFT: 03/10/22. AMOUNT GIVEN: 1,180.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA PUERTO VALLARTA SISTER CITIES. GRANTEE ADDRESS: PO BOX 3718 SANTA BARBARA, CA 93130. DATE OF GIFT: 02/14/22. AMOUNT GIVEN: 2,040.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: VILLA MAJELLA. GRANTEE ADDRESS: 5662 CALLE REAL #228 GOLETA, CA 93117. DATE OF GIFT: 02/03/22. AMOUNT GIVEN: 3,484.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: TEDDY BEAR CANCER FOUNDATION. GRANTEE ADDRESS: 3892 STATE STREET, SUITE 220 SANTA BARBARA, CA 93105. DATE OF GIFT: 02/09/22. AMOUNT GIVEN: 1,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SEE INTERNATIONAL. GRANTEE ADDRESS: 175 CREMONA DRIVE, STE 100 SANTA BARBARA, CA 93117. DATE OF GIFT: 02/14/22. AMOUNT GIVEN: 1,541.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA SCHOOL OF SQUASH. GRANTEE ADDRESS: 1530 CHAPALA STREET, STE F SANTA BARBARA, CA 93101. DATE OF GIFT: 03/01/22. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,245.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 1,205. DESCRIPTION: STATE TAXES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,230.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.