2021-11-08T18:51:53-06:00 2021-06-30 770181453 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU ST STE B SANTA BARBARA CA 93101 990EZ 2020-07-01 770407204 ROTARY DISTRICT 5240 CHARITABLE FOUNDATION ROTA 8059661521 104 W ANAPAMU STREET NO B SANTA BARBARA CA 93101 SCOTT PHILLIPS PRESIDENT 8059661521 2021-09-05 1 SCOTT PHILLIPS 999009999 JODY DOLAN HOLEHOUSE P00230451 8059661521 X 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X HTTP://WWW.ROTARYDISTRICT5240.ORG/ X X 6872 X 6869 3 6872 511 15 526 6346 78173 0 84519 78173 84519 78173 84519 0 0 78173 84519 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 ALLEVIATE ISSUES CAUSED BY DISASTERS. 0 0 FOUNDATION FOR CLUBS IN THE DISTRICT WHO DO NOT HAVE THEIR OWN FOUNDATION 0 0 ENHANCE THE PUBLIC IMAGE OF ROTARY SERVICE 0 511 511 SCOTT PHILLIPS PRESIDENT 2.00 0 0 0 VICKI ARNDT DIRECTOR 2.00 0 0 0 JODY DOLAN HOLEHOUSE TREASURER 2.00 0 0 0 SANDI SCHWARTZ DIRECTOR 1.00 0 0 0 NICK FRANKEL DIRECTOR 2.00 0 0 0 DEBORAH LINDEN DIRECTOR 1.00 0 0 0 DANA MOLDOVAN DIRECTOR 1.00 0 0 0 AMY SMITH 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 80 73103 48132 12021 6869 140205 80 73103 48132 12021 6869 140205 0 0 0 140205 14 178 419 249 511 1371 14 178 419 249 511 1371 94 73281 48551 12270 7380 141576 0.99030 0.99360 0.00970 0.00640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 3. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: ROTARY CLUB OF MONTECITO FOUNDATION. GRANTEE ADDRESS: 7969 WINCHESTER CIRCLE GOLETA, CA 93117. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/04/21. AMOUNT GIVEN: 511. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 511. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 15. 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.