ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC (EIN 77-0299081)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-15
IRS object ID: 202311359349307711
Schema version: 2022v5.0
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
Form 990
Schedule A
Schedule D
Schedule G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T10:07:01-07:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	461455010	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Pope Accountancy Group	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	268 North Ashwood Avenue	AddressLine1Txt
City	Ventura	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93003	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770299081	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY CLUB OF OJAI EDUCATIONAL	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROTA	BusinessNameControlTxt
Phone	8056401388	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1036	AddressLine1Txt
City	OJAI	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93024	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Michael Weaver	PersonNm
Person Title	Chairman	PersonTitleTxt
Signature	2023-05-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Anthony	PersonFirstNm
Person Last	Weaver	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	R Michelle Pope	PreparerPersonNm
PTIN	P00271537	PTIN
Phone	8058043322	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Michael Weaver	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1036	AddressLine1Txt
City	OJAI	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93024	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,188,870	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.OJAIROTARY.ORG	WebsiteAddressTxt
Activity Or Mission	To provide scholarships for worthy students and to provide educational grants for charitable organizations with financial needs.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$51,670	PYContributionsGrantsAmt
CY Contributions Grants	$90,215	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$246,914	PYInvestmentIncomeAmt
CY Investment Income	$217,915	CYInvestmentIncomeAmt
PY Other Revenue	-$14,000	PYOtherRevenueAmt
CY Other Revenue	$58,207	CYOtherRevenueAmt
PY Total Revenue	$284,584	PYTotalRevenueAmt
CY Total Revenue	$366,337	CYTotalRevenueAmt
PY Grants And Similar Paid	$169,750	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$218,000	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$71,715	PYOtherExpensesAmt
CY Other Expenses	$63,274	CYOtherExpensesAmt
PY Total Expenses	$241,465	PYTotalExpensesAmt
CY Total Expenses	$281,274	CYTotalExpensesAmt
PY Revenues Less Expenses	$43,119	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$85,063	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,785,844	TotalAssetsBOYAmt
Total Assets EOY	$4,754,781	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,785,844	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,754,781	NetAssetsOrFundBalancesEOYAmt
Mission	To provide scholarships for worthy students and to provide educational grants for charitable organizations with financial needs.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$276,858	ExpenseAmt
Revenue	$4,525	RevenueAmt
Desc	The organization provides scholarships to students in the local area. Scholarships to 30 students totaled $147,000 in 2022.The Education Foundation also partners with other non-profit organizations to promote community well being and create improved learning environments for local schools.	Desc
Total Program Service Expenses	$276,858	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	Yes (true)	LocalChaptersInd
Policies Reference Chapters	Yes (true)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TERRY BECKETT	PersonNm
Phone	8056401388	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1036	AddressLine1Txt
City	OJAI	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93024	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
Larry Beckett
Director	2.00	0.00	Yes (X)	$0	$0	$0
Bret Bradigan
Director	2.00	0.00	Yes (X)	$0	$0	$0
Haady Lashkari
Vice Chairman	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
John Jacobs
Director	2.00	0.00	Yes (X)	$0	$0	$0
Martin Babayco
Director	2.00	0.00	Yes (X)	$0	$0	$0
Janet Mahon
Director	2.00	0.00	Yes (X)	$0	$0	$0
Candice Alexander
Director	2.00	0.00	Yes (X)	$0	$0	$0
Terry Beckett
Treasurer	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
Christine Golden
Director	2.00	0.00	Yes (X)	$0	$0	$0
Randall Roth
Secretary	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
Jeff Loebl
Director	2.00	0.00	Yes (X)	$0	$0	$0
David Watson
Director	2.00	0.00	Yes (X)	$0	$0	$0
Sean McDermott
Director	2.00	0.00	Yes (X)	$0	$0	$0
Michael Weaver
Chairman	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
William Weirick
Director	2.00	0.00	Yes (X)	$0	$0	$0
Carl Gross
Director	2.00	0.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$90,215	AllOtherContributionsAmt
Total Contributions	$90,215	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$207,741	TotalRevenueColumnAmt
Related Or Exempt Func Income	$207,741	RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$809,060	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$798,886	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$10,174	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,174	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,174	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$81,854	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$23,647	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$58,207	TotalRevenueColumnAmt
Exclusion	$58,207	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$366,337	TotalRevenueColumnAmt
Related Or Exempt Func Income	$217,915	RelatedOrExemptFuncIncomeAmt
Exclusion	$58,207	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$71,000	TotalAmt
Program Services	$71,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$147,000	TotalAmt
Program Services	$147,000	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,525	TotalAmt
Management And General	$1,525	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$50,219	TotalAmt
Program Services	$50,219	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,036	TotalAmt
Program Services	$2,036	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$829	TotalAmt
Management And General	$829	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$720	TotalAmt
Management And General	$720	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,000	TotalAmt
Management And General	$1,000	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
Awards	$4,000	$4,000
Scholarship expenses	$1,470	$1,470
Website	$730	$730
Printing and Publications	$235	$235

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$510	TotalAmt
Program Services	$168	ProgramServicesAmt
Management And General	$342	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$281,274	TotalAmt
Program Services	$276,858	ProgramServicesAmt
Management And General	$4,416	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$45,439	BOYAmt
EOY	$62,805	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,613	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,613	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,740,405	BOYAmt
EOY	$4,691,976	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,785,844	BOYAmt
EOY	$4,754,781	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,933,457	BOYAmt
EOY	$1,872,494	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,852,387	BOYAmt
EOY	$2,882,287	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,785,844	BOYAmt
EOY	$4,754,781	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,785,844	BOYAmt
EOY	$4,754,781	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$85,063	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,116,126	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$83,826	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$443,864	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$218,652	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$51,670	CurrentTaxYearMinus1YearAmt
Current Tax Year	$90,215	CurrentTaxYearAmt
Total	$888,227	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$83,826	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$443,864	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$218,652	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$51,670	CurrentTaxYearMinus1YearAmt
Current Tax Year	$90,215	CurrentTaxYearAmt
Total	$888,227	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$888,227	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$144,965	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$124,642	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$117,536	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$246,914	CurrentTaxYearMinus1YearAmt
Current Tax Year	$207,741	CurrentTaxYearAmt
Total	$841,798	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,664	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,132	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$68,381	CurrentTaxYearAmt
Total	$100,177	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,830,202	TotalSupportAmt
Public Support CY170	0.48530	PublicSupportCY170Pct
Public Support PY170	0.55200	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,613	OtherCostOrOtherBasisAmt
Depreciation	$1,613	DepreciationAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$4,691,976	TotalBookValueOtherAssetsAmt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	false	AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TASTE OF OJAI	Event1Nm
Gross Receipts Event1	$81,854	GrossReceiptsEvent1Amt
Gross Revenue Event1	$81,854	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$100	RentFacilityCostsEvent1Amt
Entertainment Event1	$900	EntertainmentEvent1Amt
Other Direct Expenses Event1	$22,647	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$81,854	GrossReceiptsTotalAmt
Gross Revenue Total Events	$81,854	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$100	RentFcltyCostsTotalEventsAmt
Entertainment Total Events	$900	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$22,647	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$23,647	DirectExpenseSummaryEventsAmt
Net Income Summary	$58,207	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Rotary Club of Ojai	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O Box 511	AddressLine1Txt
City	Ojai	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93024	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	952562504	RecipientEIN
Cash Grant	$71,000	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	CLUB CHARITIES	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	EDUCATION SCHOLARSHIPS	GrantTypeTxt
Recipient	30	RecipientCnt
Cash Grant	$147,000	CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11b	Returns are reviewed by the board of directors prior to signing and mailing to the federal and state tax authorities.
Form 990, Part VI, Section B, Line 12c	Transactions which may involve a potential conflict of interest are avoided.
Form 990, Part VI, Section C, Line 19	Information is available upon request.
Statement Note 1	Description of methodology used in determining those individuals or organizations qualified to receive grants ----------------------------------------------------------------------With the exception of rotarians and their family members, all teachers in the Ojai Valley and all students who are residents of the Ojai Valley are eligible for the Foundation's programs without regard to race, religion or gender. Teachers and educators, whether full-time or part-time, at any accredited public or private educational institution within the Ojai Valley and from all grade levels are eligible. Students are eligible who are at or planning to enter a recognized junior college, college, university or trade school, who demonstrate a need for financial assistance and who have a high moral character and good citizenship. Students must be citizens of the United States or have a permanent resident visa.