2020-07-13T12:44:02-05:00 2019-06-30 770418724 C&D LLP CPAS & ADVISORS 690 ALAMO PINTADO RD SOLVANG CA 93463 990EZ 2018-07-01 770384501 SANTA YNEZ VALLEY ROTARY FOUNDATION SANT 8056885505 PO BOX 121 SOLVANG CA 93464 JOE DUGAN PRESIDENT 8056885505 2020-01-24 1 STEPHEN B PALMER P00080046 8056885505 64.88.174.3 2020-01-24 16:09:24 PS P 239565D3A9D597FD3CA6143B12518C3F2E73F503 0763349C90BD8A1F5F5370B656DA3F3B1A92CB34 2018 2021-01-29 14:40:06Z X N/A X X 191140 X 62600 10458 57307 52146 5161 60775 32699 28076 106295 45078 14872 2685 62635 43660 290805 0 334465 290805 334465 290805 334465 0 0 290805 334465 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. 14216 14216 SUPPPORT FOR AN ORGANIZATION THAT CARES FOR INDIVIDUALS WITH ALZHEIMER'S AND DEMENTIA 5000 5000 SUPPORT FOR LOCAL CHARITY 3500 3500 SUPPORT WAS GIVEN TO VARIOUS OTHER LOCAL AND INTERNATIONAL CHARITIES, AND SCHOOLS 22362 22362 45078 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 28269 42705 56525 52400 60483 240382 49129 55209 57355 52356 60775 274824 77398 97914 113880 104756 121258 515206 4400 1600 1700 1925 2100 11725 5000 3000 5000 5000 18000 4400 6600 4700 6925 7100 29725 485481 10600 10042 8412 11459 15619 56132 10600 10042 8412 11459 15619 56132 87998 107956 122292 116215 136877 571338 0.84970 0.84510 0.09820 0.09070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4TH OF JULY FIREWORKS EVENT 111325 50550 60775 5464 973 17892 8370 111325 50550 60775 5464 973 17892 8370 32699 28076 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 87. DESCRIPTION: DIVIDEND. AMOUNT: 4,875. DESCRIPTION: ST CG DISTRIBUTIONS. AMOUNT: 185. DESCRIPTION: LT CG DISTRIBUTIONS. AMOUNT: 5,311. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 10,458. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: THERAPEUTIC RIDING. GRANTEE ADDRESS: PO BOX 256 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/13/19. AMOUNT GIVEN: 1,000. 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: 03/13/19. AMOUNT GIVEN: 1,750. 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: 04/16/19. AMOUNT GIVEN: 1,501. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SOLVANG FRIENDSHIP HOUSE. GRANTEE ADDRESS: 880 FRIENDSHIP LANE SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/24/18. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SYV FRUIT & VEGETABLE RESCUE. GRANTEE ADDRESS: PO BOX 1651 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/13/19. AMOUNT GIVEN: 3,000. 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: 03/13/19. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SOLVANG SENIOR CENTER. GRANTEE ADDRESS: 1745 MISSION DRIVE #A SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/10/19. AMOUNT GIVEN: 1,788. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: LOS ALAMOS FOUNDATION. GRANTEE ADDRESS: PO BOX 477 LOS ALAMOS, CA 93440. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/29/19. AMOUNT GIVEN: 1,200. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: ROTARY ROSE PARADA FLOAT. GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/27/18. AMOUNT GIVEN: 100. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ VALLEY MASTER CHORALE. GRANTEE ADDRESS: PO BOX 1902 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/16/19. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: CENTRAL COAST FILM SOCIETY. GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/29/19. AMOUNT GIVEN: 400. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: PAWS FOR LIFE K9 RESCUE. GRANTEE ADDRESS: 1158 26TH STREET PMB 187 SANTA MONICA, CA 90403. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/17/19. AMOUNT GIVEN: 3,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: CITY OF SOLVANG. GRANTEE ADDRESS: 1644 OAK STREET SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/11/19. AMOUNT GIVEN: 2,104. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: SCHOLARSHIPS. GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/13/19. AMOUNT GIVEN: 13,000. 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: 06/26/19. AMOUNT GIVEN: 1,216. 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: 02/27/19. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: SANTA YNEZ VALLEY HISTORICAL MUSEUM & CARRIAGE. GRANTEE ADDRESS: PO BOX 181 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/29/19. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES. GRANTEE NAME: BOY SCOUTS & CUB SCOUTS. GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/16/19. 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: ROTARY INTERNATIONAL. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, CA 60201. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/19. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: AIRPORT DAYS. GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/18/19. AMOUNT GIVEN: 1,519. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS. GRANTEE NAME: SANTA YNEZ VALLEY HIGH SCHOOL PTA. GRANTEE ADDRESS: PO BOX 398 SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/16/19. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 45,078. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 14,872. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 2,111. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 330. DESCRIPTION: STATE TAXES. AMOUNT: 25. DESCRIPTION: BANK FEES. AMOUNT: 219. TOTAL TO FORM 990-EZ, LINE 16: 2,685. 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.