2022-05-13T14:58:22-05:00 2021-06-30 770418724 C&D LLP CPAS & ADVISORS 690 ALAMO PINTADO RD SOLVANG CA 93463 990EZ 2020-07-01 770384501 SANTA YNEZ VALLEY ROTARY FOUNDATION SANT 8056885505 PO BOX 121 SOLVANG CA 93464 JOE DUGAN PRESIDENT 8056885505 2022-05-13 1 JOE DUGAN 999009999 STEPHEN B PALMER P00080046 8056885505 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X N/A X X 11965 X 1652 10313 11965 23048 543 5474 29065 -17100 349454 0 332354 349454 332354 0 349454 332354 0 0 349454 332354 X TO PROVIDE FUNDING FOR VARIOUS CHARITIES, BOTH LOCALLY AND INTERNATIONALLY. THE PROGRAMS SPECIFICALLY INCLUDE BUT ARE NOT LIMITED TO EDUCATIONAL SUPPORT, SCHOLARSHIPS, COMMUNITY PROJECTS, PROGRAMS FOR YOUTH, SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGES AND OTHER HEALTH AND HUMANITARIAN NEEDS. STUDENT SCHOLARSHIPSTHE SCHOLARSHIPS ARE AWARDED BASED UPON BOTH MERIT AND NEED. SCHOLARSHIPS ARE AWARDED TO STUDENTS IN THE LOCAL AREA. DURING THE FISCAL YEAR 4 STUDENTS RECEIVED SCHOLARSHIPS. 5000 0 SUPPPORT FOR LOCAL SENIOR CENTER 1000 0 SUPPORT FOR LOCAL CHARITIES 17048 0 0 JOE DUGAN PRESIDENT 1.00 0 0 0 RANDY JONES TREASURER 1.00 0 0 0 DAVID WYATT DIRECTOR 1.00 0 0 0 EMMA TORRES DIRECTOR 1.00 0 0 0 MICHELINE HUGHES SECRETARY 1.00 0 0 0 GARY SCHOEN DIRECTOR 1.00 0 0 0 RICHARD BARCA VICE-PRESIDENT 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA JEFFREY LITTLE 1603 COPENHAGEN DRIVE STE 5 SOLVANG CA 93463 8056865766 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 56525 52400 60483 63876 1652 234936 57355 52356 60775 53912 224398 113880 104756 121258 117788 1652 459334 1700 1925 2100 1600 7325 3000 5000 5000 13000 4700 6925 7100 1600 20325 439009 8412 11459 15619 9750 10313 55553 8412 11459 15619 9750 10313 55553 122292 116215 136877 127538 11965 514887 0.85260 0.85340 0.10790 0.09420 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 12. DESCRIPTION: DIVIDEND. AMOUNT: 3,973. DESCRIPTION: LT CG DISTRIBUTIONS. AMOUNT: 6,328. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 10,313. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SOLVANG THEATERFEST. GRANTEE ADDRESS: PO BOX 917 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/08/21. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: BUELLTON SENIOR CENTER. GRANTEE ADDRESS: PO BOX 1946 BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/20/20. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ VALLEY BOTANICAL GARDEN. GRANTEE ADDRESS: PO BOX 1623 BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/02/21. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: BETHANIA LUTHERAN CHURCH. GRANTEE ADDRESS: 603 ATTERDAG ROAD SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/20/20. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: ST MARKS CHURCH. GRANTEE ADDRESS: 2901 NOJOQUI AVE LOS OLIVOS, CA 93441. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/02/20. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SY ROTARY - WEEK OF GRATITUDE. GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/01/20. AMOUNT GIVEN: 2,600. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: ALLAN HANCOCK COLLEGE - SCHOLARSHIPS. GRANTEE ADDRESS: 800 S COLLEGE DR SANTA MARIA, CA 93454. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/08/21. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: SYHS ARCHITECTURAL CONTEST. GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/12/21. AMOUNT GIVEN: 1,403. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: NATURETRACK FOUNDATION. GRANTEE ADDRESS: PO BOX 953 LOS OLIVOS, CA 93441. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/21. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: ROTARY YOUTH LEADERSHIP AWARDS. GRANTEE ADDRESS: 5662 CALLE REAL #425 GOLETA, CA 93117. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/03/20. AMOUNT GIVEN: 1,245. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS. GRANTEE NAME: ROTARY INTERNATIONAL. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, CA 60201. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/20/20. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS. GRANTEE NAME: ACTION KIVU INC. GRANTEE ADDRESS: 4470 W SUNSET BLVD #160 LOS ANGELES, CA 90027. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/04/20. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 23,048. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 2,633. DESCRIPTION: BANK FEE. AMOUNT: 28. DESCRIPTION: SUPPLIES - SFP. AMOUNT: 294. DESCRIPTION: AG REGISTRY FEE. AMOUNT: 50. DESCRIPTION: EVENT COSTS. AMOUNT: 2,469. TOTAL TO FORM 990-EZ, LINE 16: 5,474. 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.