ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION (EIN 77-0076885)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-05
- IRS object ID
- 201943099349201304
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T13:09:53-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952089835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT PRINGLE & WOLF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1123 CHAPALA ST PO BOX 90860 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931900860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770076885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF SANTA BARBARA NORTH | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8055685313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 STATE STREET-SUITE 300 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BERGQUIST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8055685313 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J BRITTON | PreparerPersonNm |
| PTIN | P00290353 | PTIN |
| Phone | 8059637811 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 09:22:51 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E179CCB8FE07307F1F49A5BD66F29D04FBBC922E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A587F1F7141E716C7E1980BF4A10C42C85AF0961 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $35,300 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $13,129 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $21,150 | InvestmentIncomeAmt |
| Other Revenue Total | $1,021 | OtherRevenueTotalAmt |
| Total Revenue | $35,300 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $27,093 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $825 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $1,279 | OtherExpensesTotalAmt |
| Total Expenses | $29,197 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,103 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $319,357 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $325,460 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,357 | BOYAmt |
| EOY | $325,460 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,357 | BOYAmt |
| EOY | $325,460 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,357 | BOYAmt |
| EOY | $325,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT CHARITIES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE SUPPORT FOR VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE ORGANIZATIONS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $27,093 | GrantsAndAllocationsAmt |
| Program Service Expenses | $29,197 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,197 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JOE DOBBS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVE YOUNG | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEREK CARLSON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL BERGQUIST | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK GALLO | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| DENNIS WAID | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM W GABRIEL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BERGQUIST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3293 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055685313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,129 | CurrentTaxYearAmt |
| Total | $84,907 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,129 | CurrentTaxYearAmt |
| Total | $84,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,532 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,375 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,150 | CurrentTaxYearAmt |
| Total | $73,082 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,021 | CurrentTaxYearAmt |
| Total | $1,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $159,010 | TotalSupportAmt |
| Public Support CY170 | 0.36710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT & DIVIDEND INCOME. AMOUNT: 21,150. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MEMBER DUES . AMOUNT: 1,021. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ADAMS SCHOOL. GRANTEE ADDRESS: 2701 LAS POSITAS ROAD SANTA BARBARA, CA 93105. DATE OF GIFT: 03/01/19. AMOUNT GIVEN: 2,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FOODBANK OF SB. GRANTEE ADDRESS: 4554 HOLLISTER AVENUE SANTA BARBARA, CA 93110. DATE OF GIFT: 02/01/19. AMOUNT GIVEN: 1,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FRIENDSHIP ADULT DAY CARE CENTER. GRANTEE ADDRESS: 89 EUCALYPTUS LN SANTA BARBARA, CA 93108. DATE OF GIFT: 08/10/18. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CASA OF SANTA BARBARA. GRANTEE ADDRESS: 118 E. FIGUEROA STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 08/20/18. AMOUNT GIVEN: 1,060. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SAINT BARBARA GREEK ORTHODOX CHURCH. GRANTEE ADDRESS: 1205 SAN ANTONIO CREEK RD SANTA BARBARA, CA 93111. DATE OF GIFT: 09/25/18. AMOUNT GIVEN: 4,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SAN MARCOS HIGH SCHOOL AVID. GRANTEE ADDRESS: 4750 HOLLISTER AVENUE SANTA BARBARA, CA 93110. DATE OF GIFT: 10/11/18. AMOUNT GIVEN: 1,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SB POLICE ACTIVITIES LEAGUE. GRANTEE ADDRESS: 1235 CHAPALA STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 08/07/18. AMOUNT GIVEN: 1,750. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SURGICAL EYE EXPEDITIONS INTERNATIONAL, INC. GRANTEE ADDRESS: 175 CREMONA DRIVE SUITE 100 SANTA BARBARA, CA 93117. DATE OF GIFT: 02/07/19. AMOUNT GIVEN: 1,232. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: TEDDY BEAR CANCER FOUNDATION. GRANTEE ADDRESS: 3892 STATE STREET #220 SANTA BARBARA, CA 93105. DATE OF GIFT: 08/27/18. AMOUNT GIVEN: 1,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CASA SERENA. GRANTEE ADDRESS: 1515 BATH ST SANTA BARBARA, CA 93101. DATE OF GIFT: 02/11/19. AMOUNT GIVEN: 1,090. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SISTER CITIES PUERTO VALLARTA. GRANTEE ADDRESS: PO BOX 3718 SANTA BARBARA, CA 93130. DATE OF GIFT: 01/31/19. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: LA CUMBRE JUNIOR HIGH . GRANTEE ADDRESS: 2255 MODOC ROAD SANTA BARBARA, CA 93101. DATE OF GIFT: 02/01/19. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SANTA BARBARA SCHOLARSHIP FOUNDATION. GRANTEE ADDRESS: 2253 LAS POSITAS RD SANTA BARBARA, CA 93105. DATE OF GIFT: 06/30/19. AMOUNT GIVEN: 3,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CARING COMPANIONS SB. GRANTEE ADDRESS: 5266 HOLLISTER AVENUE #230 SANTA BARBARA, CA 93111. DATE OF GIFT: 02/04/19. AMOUNT GIVEN: 1,560. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ARTS FOR HUMANITY. GRANTEE ADDRESS: 819 W. PEDREGOSA STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 02/14/19. AMOUNT GIVEN: 1,401. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: GOLETA VALLEY JUNIOR HIGH. GRANTEE ADDRESS: 6100 STOW CANYON ROAD GOLETA, CA 93117. DATE OF GIFT: 02/15/19. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 27,093. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: STATE TAX. AMOUNT: 10. DESCRIPTION: INSURANCE. AMOUNT: 1,224. DESCRIPTION: MISCELLANEOUS . AMOUNT: 45. TOTAL TO FORM 990-EZ, LINE 16: 1,279. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | 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. | DeclarationDesc |
Comments