2023-05-03T18:31:42-05:00 2022-06-30 770181453 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU ST STE B SANTA BARBARA CA 93101 990EZ 2021-07-01 770407204 ROTARY DISTRICT 5240 CHARITABLE FOUNDATION ROTA 8059661521 104 W ANAPAMU STREET B SANTA BARBARA CA 93101 JODY DOLAN HOLEHOUSE TREASURER 8059661521 2023-04-24 1 JODY DOLAN HOLEHOUSE 999009999 JODY DOLAN HOLEHOUSE P00230451 8059661521 X 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X HTTP://WWW.ROTARYDISTRICT5240.ORG/ X X 36 X 28 8 36 22908 25 22933 -22897 84519 0 61622 84519 61622 84519 61622 0 0 84519 61622 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. 0 0 GRANTED TO REIMBURSE COSTS OF PUBLIC IMAGE AWARENESS CAMPAIGN TO ENHANCE THE PUBLIC IMAGE OF ROTARY SERVICE 21489 0 FOUNDATION FOR CLUBS IN THE DISTRICT WHO DO NOT HAVE THEIR OWN FOUNDATION 1419 0 0 AMY SMITH PRESIDENT 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 DANA MOLDOVAN DIRECTOR 1.00 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 73103 48132 12021 6869 28 140153 73103 48132 12021 6869 28 140153 0 0 0 140153 178 419 249 511 3 1360 178 419 249 511 3 1360 73281 48551 12270 7380 31 141513 0.99040 0.99030 0.00960 0.00970 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 8. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CLUB GRANT. GRANTEE NAME: FRIENDS OF THE PRICE HOUSE. GRANTEE ADDRESS: 100 RANCHO PISMO DRIVE PISMO BEACH, CA 93449. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/31/22. AMOUNT GIVEN: 1,419. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: PASO ROBLES ROTARY SERVICE INC. . GRANTEE ADDRESS: 1745 IRONWOOD PLACE TEMPLETON, CA 93465. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/21. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: ROTARY CLUB OF OXNARD NO. 788 CHAR. GRANTEE ADDRESS: P. O. BOX 1212 OXNARD, CA 93032. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/05/21. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: SUNRISE ROTARY FOUNDATION . GRANTEE ADDRESS: P. O. BOX 3846 THOUSAND OAKS, CA 91359. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH . DATE OF GIFT: 09/05/21. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: ROTARY CLUB OF OJAI EDUCATIONAL FNDTN. GRANTEE ADDRESS: P. O. BOX 511 OJAI, CA 93024. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/05/21. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: SIMI SUNSET ROTARY FOUNDATION . GRANTEE ADDRESS: 2545 MARISA PLACE SIMI VALLEY, CA 93062. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/06/21. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: BAKERSFIELD BREAKFAST ROTARY FOUNDATION . GRANTEE ADDRESS: P. O. BOX 2568 BAKERSFIELD, CA 93303. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/22. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: BAKERSFIELD EAST ROTARY FOUNDATION . GRANTEE ADDRESS: P. O. BOX 505 BAKERSFIELD, CA 93302. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/22. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: BAKERSFIELD BREAKFAST ROTARY FOUNDATION. GRANTEE ADDRESS: P. O. BOX 2568 BAKERSFIELD, CA 93303. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/22. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: ROTARY CLUB OF SB SUNRISE . GRANTEE ADDRESS: P. O. BOX 50355 SANTA BARBARARA, CA 93150-0355. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/22. AMOUNT GIVEN: 1,489. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: LOS OLIVOS ROTARY FOUNDATION . GRANTEE ADDRESS: P. O. BOX 903 LOS OLIVOS, CA 93441. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/22. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: ROTARY CLUB OF PISMO BEACH/FIVE . GRANTEE ADDRESS: P. O. BOX 1835 PISMO BEACH, CA 93448. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/22. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 22,908. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CA SECRETARY OF STATE BIENNIAL . 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.