2022-04-25T18:29:07-05:00 2021-06-30 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2020-07-01 911501333 BELLEVUE ROTARY FOUNDATION BELL 4259987542 PO BOX 523 BELLEVUE WA 98009 STEVE MCCONNELL PRESIDENT 4259987542 2022-04-15 1 STEVE MCCONNELL 999009999 SARA ELIZABETH H JONES P00235495 4254544919 2022-04-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEVE MCCONNELL PO BOX 523 BELLEVUE WA 98009 452662 0 X WWW.BELLEVUEROTARY.NET/FOUNDATION X 1990 WA TO FUND VARIOUS CHARITABLE AND EDUCATIONAL ORGANIZATIONS AND ACTIVITIES WITHIN THE GREATER EASTSIDE OF LAKE WASHINGTON LOCATED IN WASHINGTON STATE. 12 12 0 175 0 0 287455 434332 0 0 5323 11434 10200 -9821 302978 435945 153067 202050 0 0 0 0 0 0 852 44553 40417 197620 242467 105358 193478 865348 1093367 118086 94764 747262 998603 X TO FUND VARIOUS CHARITABLE AND EDUCATIONAL ORGANIZATIONS AND ACTIVITIES WITHIN THE GREATER EASTSIDE OF LAKE WASHINGTON AND INTERNATIONAL SERVICE PROJECT GRANTS. 0 1 152513 152050 COMMUNITY GRANTS PROGRAM: PROVIDE DONATIONS AND FUNDING TO VARIOUS CHARITIES AND EDUCATIONAL ORGANIZATIONS PROVIDING SERVICES TO RESIDENTS PRIMARILY ON THE GREATER EASTSIDE OF LAKE WASHINGTON. THE FOUNDATION HAS CONTRIBUTED SIGNIFICANT DOLLARS AND COUNTLESS VOLUNTEER HOURS TO ORGANIZATIONS IN THE BELLEVUE COMMUNITY SINCE IT WAS ESTABLISHED IN 1990.DURING FY21 THE FOUNDATION ADDED A NEW TERM ENDOWMENT FOR A SCHOLARSHIP PROGRAM THROUGH 2035. THE CASEY HAWKES MEMORIAL FUND PROVIDES AN ANNUAL SCHOLARSHIP TO THE BELLEVUE HIGH SCHOOL IN MEMORY OF A FORMER STUDENT, CASEY HAWKES. 50000 50000 WORLD COMMUNITY SERVICE:THE FOUNDATION ALSO PARTICIPATES IN A BROAD RANGE OF HUMANITARIAN, INTERCULTURAL AND EDUCATIONAL ACTIVITIES DESIGNED TO IMPROVE THE HUMAN CONDITION. HUMANITARIAN GRANTS SUPPORT PROJECTS THAT PROVIDE HEALTH CARE AND MEDICAL SUPPLIES, CLEAN WATER, FOOD, JOB TRAINING, YOUTH DEVELOPMENT, AND EDUCATION TO MILLIONS OF PEOPLE IN NEED, PARTICULARLY IN THE DEVELOPING WORLD.THE FOUNDATION ALSO PROVIDES NUMEROUS GRANTS EACH YEAR TO FUND THE WORK OF ROTARY CLUB OF BELLEVUE VOLUNTEERS, WHO TRAVEL TO PARTS OF THE WORLD WHERE THEIR TECHNICAL EXPERTISE AND KNOWLEDGE ARE MOST NEEDED TO ALLEVIATE HARDSHIP AND SOLVE PROBLEMS.IN ADDITION, THE FOUNDATION BUILDS UNDERSTANDING THROUGH INTERNATIONAL SCHOLARSHIPS, EXCHANGE PROGRAMS AND HUMANITARIAN GRANTS. THE ROTARY CENTERS FOR INTERNATIONAL STUDIES IN PEACE AND CONFLICT RESOLUTION IS AN INNOVATIVE PROGRAM DESIGNED TO EDUCATE TOMORROW'S PEACEMAKERS. 202513 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TARA LYSTAD 4259987542 PO BOX 523 BELLEVUE WA 98009 X TOM BOHMAN PRESIDENT 3.00 3.00 X X 0 0 0 RACHELE BOUCHAND PAST PRESIDENT 3.00 3.00 X X 0 0 0 STEVE MCCONNELL PRESIDENT ELECT 3.00 3.00 X X 0 0 0 MATT CAMRUD VICE PRESIDENT 3.00 3.00 X X 0 0 0 SARAH WINE TREASURER 3.00 3.00 X X 0 0 0 ROBIN AMRINE SECRETARY 3.00 3.00 X X 0 0 0 KAMRAN MOSTOFI SERGEANT-AT-ARMS 3.00 3.00 X X 0 0 0 KELLY BECKER DIRECTOR 3.00 3.00 X 0 0 0 ROB BREWER DIRECTOR 3.00 3.00 X 0 0 0 DEAN HOLLY DIRECTOR 3.00 3.00 X 0 0 0 BRYCE MATSUOKA DIRECTOR 3.00 3.00 X 0 0 0 JOHN STRATHY DIRECTOR 3.00 3.00 X 0 0 0 HEATHER TRESCASES DIRECTOR 3.00 3.00 X 0 0 0 0 0 0 0 0 0 0 0 176126 99590 158616 33454 434332 11434 11434 6896 176126 16717 -9821 -9821 435945 0 0 1613 152050 152050 50000 50000 30698 30698 951 951 8281 7429 852 PROGRAM COSTS 463 463 24 24 242467 202513 39102 852 243511 263068 609289 819986 3070 0 6450 10313 3028 0 865348 1093367 0 1189 103036 80795 15050 12780 118086 94764 X 558300 403670 188962 594933 747262 998603 865348 1093367 193478 58363 -500 0 X 0 0 0 X 613825 129186 228169 287455 434332 1692967 613825 129186 228169 287455 434332 1692967 280797 1412170 988 2256 4668 5323 1173 14408 3499 3499 16220 15939 17942 6701 56802 1767676 0.79890 0.81510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: BAM ICE CREAM - 2016 AMOUNT: $ 6,366. 2017 AMOUNT: $ 6,067. 2018 AMOUNT: $ 7,908. 2019 AMOUNT: $ 6,701. SERGEANT AT ARMS - 2016 AMOUNT: $ 9,854. 2017 AMOUNT: $ 9,872. 2018 AMOUNT: $ 10,034. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239233 384109 7400 630742 189559 46851 2823 239233 176761 8250 8807 2500 1759 189559 138382 36000 12651 2000 8272 176761 134713 17827 13303 25000 2461 138382 0.47500 0.39050 0.13450 0 0 0 PART V, LINE 4: AS OF JUNE 30, 2021, TWO ENDOWMENT FUNDS WERE HELD. BELLEVUE ROTARY LEGACY FUND INCLUDES DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. EARNINGS WILL REMAIN IN THE FUND UNTIL THE BOARD DETERMINES THERE ARE ADEQUATE ACCUMULATE EARNINGS. AT WHICH TIME ANNUAL DISBURSEMENTS WILL BE CALCULATED AND USED FOR THE FOUNDATION'S GRANTMAKING. DURING FY21, THE FOUNDATION ADDED A NEW TERM ENDOWMENT FOR A SCHOLARSHIP PROGRAM THROUGH 2035. 0 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS GENERAL OPERATING SUPPORT 10500 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS GENERAL OPERATING SUPPORT 26232 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS GENERAL OPERATING SUPPORT 2000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS GENERAL OPERATING SUPPORT 3000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS GENERAL OPERATING SUPPORT 3768 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS GENERAL OPERATING SUPPORT 4500 0 0 0 0 0 0 50000 0 50000 SUB-SAHARAN AFRICA WATER AND FOOD SECURITY PROJECT 15000 CHECK SUB-SAHARAN AFRICA 3 MOTORCYCLES MALAWI 6232 CHECK SOUTH ASIA 7 COMPUTERS AND A PRINTER FOR ANTHONI AMMAL COMMUNITY COLLEGE 5500 WIRE TRANSFER 3 0 1 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 2: WE ALWAYS PARTNER WITH A LOCAL ROTARY CLUB WHO HAS ALSO CONTRIBUTED FUNDS TO THE PROJECT AND WHO PROVIDES LOCAL OVERSIGHT AND MONITORING. GRANTS MADE WITH MATCHING FUNDS FROM ROTARY INTERNATIONAL HAVE ADDITIONAL REPORTING AND AUDIT REQUIREMENTS. PART I, LINE 3: THE ACCRUAL METHOD WAS USED TO REPORT EXPENDITURES ON SCHEDULE F. PART IV, LINE 1: FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS UNDER IRC SEC. 6038(A)(1)(A). CELEBRATION OF SERVICE 183022 176126 6896 2710 14007 183022 176126 6896 2710 14007 16717 -9821 1 THE BIG TABLE 509 OLIVE WAY SUITE 1019 SEATTLE WA 98141 208931223 501(C)(3) 10000 HOUSING SECURITY AND FOOD STABILITY FOR EASTSIDE HOSPITALITY WORKERS WHO HAVE LOST THEIR JOBS AS A RESULT OF THE PANDEMIC THE SOPHIA WAY 11061 NE 2ND STREET SUITE 223 BELLEVUE WA 98004 454084539 501(C)(3) 10000 PURCHASE PPE FOR WOMEN USING THE SOPHIA WAY SERVICES ALONG WITH ADDITIONAL CLEANING SUPPLIES NAMI EASTSIDE 16307 NE 83RD STREET STE 203 REDMOND WA 98052 912106510 501(C)(3) 6000 FUNDS TO PURCHASE NEW EQUIPMENT TO FACILITATE REMOTE SUPPORT BACKPACK MEALS FOR KIDS IN BELLEVUE 6947 COAL CREEK PARKWAY 120 NEWCASTLE WA 98059 824296441 501(C)(3) 15000 FUNDS TO PURCHASE ADDITIONAL FOOD NEEDED TO COVER THE 30% INCREASE IN NEED THIS SCHOOL YEAR JUBILEE REACH 14200 SOUTHEAST 13TH PLACE BELLEVUE WA 98007 204074712 501(C)(3) 10000 FUNDS TO PURCHASE THE ADDITIONAL FOOD ITEMS THAT ARE ADDED TO THE USDA BOXES EACH WEEK BOYS & GIRLS CLUBS OF BELLEVUE 209 100TH AVE NE BELLEVUE WA 98004 910776451 501(C)(3) 10000 TO SUPPORT LAKE HILL CLUBHOUSE RENOVATION PROJECT CONGREGATIONS FOR THE HOMELESS 515 116TH AVE NE 150 BELLEVUE WA 98004 453932748 501(C)(3) 15000 FUNDS TO PURCHASE COMMERCIAL KITCHEN EQUIPMENT FRIENDS OF YOUTH 13116 NE 132ND STREET KIRKLAND WA 98034 910672501 501(C)(3) 15000 FUNDS TO PURCHASE ESSENTIAL SUPPLIES FOR THE EMERGENCY SHELTER, DROP-IN CENTER, AND TRANSITIONAL LIVING PROGRAM HOPELINK PO BOX 3577 REDMOND WA 98073 910982116 501(C)(3) 10000 A DIRECT GRANT TO PURCHASE FOOD FOR DISTRIBUTION TO OVER 4,000 HOMELESS AND LOW-INCOME CLIENTS OVERLAKE MEDICAL CENTER FOUNDATION 1035 116TH AVE NE BELLEVUE WA 98004 911050325 501(C)(3) 10000 FUNDS TO PURCHASE ADDITIONAL PPE AND OTHER OPERATIONAL SUPPORT COSTS HARVEST AGAINST HUNGER (ROTARY FIRST HARVEST) PO BOX 4098 SEATTLE WA 98194 911229941 501(C)(3) 12450 FUNDS FOR FRESH FRUITS AND VEGETABLES 11 0 PART I, LINE 2: ALL GRANT APPLICANTS MUST GO THROUGH THE PROCESS OF APPLICATION WITH EITHER OUR COMMUNITY GRANTS COMMITTEE OR OUR WORLD COMMUNITY SERVICE COMMITTEE. THOSE TWO COMMITTEES REQUEST VARIOUS REPORTS FROM EACH POTENTIAL GRANTEE AND THEN REVIEW AND PROPOSE THEIR LIST OF RECOMMENDED GRANTS TO THE FOUNDATION'S BOARD OF DIRECTORS, WHICH HAS THE ULTIMATE RESPONSIBILITY FOR APPROVING THE GRANTS. GRANT RECIPIENTS ARE ASKED TO REPORT BACK ON THEIR USE OF THE FUNDS. X 1 26558 FAIR MARKET VALUE X AUCTION ITEMS 37 6896 FAIR MARKET VALUE 1 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF ITEMS DONATED. FORM 990, PART I, LINE 6: THE VOLUNTEERS REPRESENT THE BOARD MEMBERS WHO EACH VOLUNTEER MANY HOURS OF THEIR TIME TO SUPPORT THE FOUNDATION'S PURPOSES. THE NUMBER OF HOURS THOSE VOLUNTEERS SERVES APPROXIMATES 100 HOURS/YEAR PER VOLUNTEER (ON AVERAGE), WHICH INCLUDES MONTHLY BOARD MEETINGS AND OTHER TIME SPENT SUPPORTING THE ORGANIZATION. THE VOLUNTEERS ALSO REPRESENT THE ROTARY CLUB OF BELLEVUE MEMBERS WHO VOLUNTEER THEIR TIME AT FUNDRAISING EVENTS AND OTHER COMMUNITY/CHARITABLE EVENTS. FORM 990, PART III, LINE 3 THE VOCATIONAL SERVICE GRANT PROGRAM HAS BEEN TEMPORARILY SUSPENDED DUE TO IMPACTS OF THE COVID-19 PANDEMIC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED BY THE ENTIRE BOARD PRIOR TO FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS AND IS REQUIRED TO BE REVIEWED ANNUALLY. THE CHAIR OF THE BOARD SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ANY POSSIBLE CONFLICTS AND DETERMINE WHETHER THEY ARE AN ISSUE. IF A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. ROTARY CLUB OF BELLEVUE PO BOX 523 BELLEVUE WA 98009 916054983 SOCIAL WELFARE WA 501(C)(4) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 ROTARY CLUB OF BELLEVUE C 99590 COST