2020-02-06T19:19:35-06:00 2019-06-30 770181453 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU ST STE B SANTA BARBARA CA 93101 990EZ 2018-07-01 770407204 ROTARY DISTRICT 5240 CHARITABLE FOUNDATION ROTA 8059661521 104 W ANAPAMU STREET NO B SANTA BARBARA CA 93101 SCOTT PHILLIPS PRESIDENT 8059661521 2020-01-19 1 JODY DOLAN HOLEHOUSE P00230451 8059661521 X 207.71.230.113 2020-01-19 15:36:09 PS P 7EC150FE82C052BBB7E0FDD3539EDFC6F8B7A2D5 0EAF46EFE682CC97A1328370A7A8AC6699C399B9 2018 2020-09-23 17:36:50Z X HTTP://WWW.ROTARYDISTRICT5240.ORG/ X X 48551 X 48132 419 48551 6280 538 6818 41733 68296 0 110029 68296 110029 68296 110029 0 0 68296 110029 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 AND THE ROTARACT MATCHING GRANT PROGRAMS. 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 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. 1500 0 GRANTED TO ALLEVIATE ISSUES CAUSED BY DISASTERS. 1000 409 FOUNDATION FOR CLUBS IN THE DISTRICT WHO DO NOT HAVE THEIR OWN FOUNDATION 3780 0 409 SCOTT PHILLIPS SECRETARY 1.00 0 0 0 VICKI ARNDT DIRECTOR 2.00 0 0 0 JODY DOLAN HOLEHOUSE TREASURER 2.00 0 0 0 BARRY VANDERKELEN PRESIDENT 2.00 0 0 0 JOHN WEISS DIRECTOR 1.00 0 0 0 SANDI SCHWARTZ DIRECTOR 1.00 0 0 0 SAVI BHIM DIRECTOR 1.00 0 0 0 NICK FRANKEL 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 17000 27 80 73103 48132 138342 17000 27 80 73103 48132 138342 0 0 0 138342 4 4 14 178 419 619 4 4 14 178 419 619 17004 31 94 73281 48551 138961 0.99550 0.99770 0.00450 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 419. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PROGRAM GRANT. GRANTEE NAME: ROTARY CLUBS IN DISTRICT 5240. GRANTEE ADDRESS: PO BOX 515381 #26776 LOS ANGELES, CA 90051-6681. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/19. AMOUNT GIVEN: 2,280. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CLUB GRANT. GRANTEE NAME: ECO SLO. GRANTEE ADDRESS: P. O. BOX 1014 SAN LUIS OBISPO, CA 93406. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/25/19. AMOUNT GIVEN: 1,500. 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: 02/23/19. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PROGRAM GRANT. GRANTEE NAME: VENTURA LAND TRUST. GRANTEE ADDRESS: P. O. BOX 1284 VENTURA, CA 93002. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/25/18. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,280. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ATTORNEY GENERAL ANNUAL FEE, IF APPLICABLE. AMOUNT: 25. DESCRIPTION: FIRE RELIEF PROJECT EXPENSE. AMOUNT: 409. DESCRIPTION: PRINTING/REPRODUCTION. AMOUNT: 104. TOTAL TO FORM 990-EZ, LINE 16: 538. 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.