2025-11-12T16:31:12-06:00 2025-06-30 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990EZ 2024-07-01 770076885 ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION ROTA 8058696245 27 WEST ANAPAMU STREET 371 SANTA BARBARA CA 93101 MICHAEL BERGQUIST PRESIDENT 8058696245 2025-11-11 1 0 JOHN J BRITTON P00290353 8059637811 2025-11-10 2024 2025-03-06 01:10:19Z X N/A X X 62146 X 17896 11719 32531 62146 38034 3600 1249 42883 19263 351530 0 370793 351530 370793 351530 370793 0 0 351530 370793 SUPPORT CHARITIES PROVIDE SUPPORT FOR VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE ORGANIZATIONS. 38034 42883 42883 JOE DOBBS DIRECTOR 1.00 0 0 0 STEVE YOUNG DIRECTOR 1.00 0 0 0 TOM JACOBS 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 MARTI CORREA DE GARCIA VICE PRESIDENT 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA MICHAEL BERGQUIST 27 WEST ANAPAMU 371 SANTA BARBARA CA 93101 8058696245 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 13965 2300 4821 17940 29615 68641 13965 2300 4821 17940 29615 68641 10021 58620 27826 21270 45639 30561 32531 157827 960 1506 1908 7099 11719 23192 249660 0.23480 0.21900 X PART II, SECTION C, LINE 17A THE FOUNDATION AND ITS AFFILIATED IRC SECTION 501(C)(4) ENTITY, THE ROTARY CLUB OF SANTA BARBARA NORTH ("RCSBN"), HAVE BENEFITED FROM VARIOUS PUBLIC SUPPORT/FUNDRAISING/COMMUNITY ENGAGEMENT EVENTS FOR APPROXIMATELY THREE DECADES. THESE INCLUDE A MULTI-YEAR EVENT STARTED BY THESE NON-PROFITS IN THE 1990S CALLED BOWLING FOR KIDS, WHERE THE NET PROCEEDS WERE GENERALLY PASSED THROUGH RCSBN TO THE FOUNDATION FOR ITS CHARITABLE GRANT-MAKING PURPOSES; ANOTHER MULTI-YEAR PROJECT SELLING POINSETTIAS TO LOCAL BUSINESSES AND INDIVIDUALS BEFORE THE DECEMBER HOLIDAYS; AN ANNUAL EVENT STARTED IN OCTOBER 2023 ENTITLED 'BOO BASH' TO ENGAGE THE LOCAL COMMUNITY'S CHILDREN AND THEIR PET CANINES, WHICH RAISED OVER $6,000 (NET) IN 2024 TO SUPPORT LOCAL CHARITABLE ORGANIZATIONS; AND THE LATEST ANNUAL EVENT IN OCTOBER 2025 ENTITLED 'OCTOBERFEST' TO RAISE FUNDS (APPROX. NET OVER $7,000) TO SUPPORT LOCAL CHARITABLE AND PUBLIC EDUCATIONAL ENTITIES. THE FOUNDATION HAS ALSO PARTNERED WITH THE LOCAL GREEK ORTHODOX CHURCH OF SANTA BARBARA, A ROTARY CLUB IN NAIROBI, KENYA, AND ANOTHER SANTA BARBARA-AREA NON-PROFIT, FRIENDS OF WONI INTERNATIONAL, INC, IN SUPPORT OF SEVERAL WATER WELL DRILLING PROJECTS IN KENYA. IT RECEIVED A $5,000 DONATION TOWARDS THOSE EFFORTS FROM A COLORADO ROTARIAN IN MARCH 2024, AND ANOTHER AFFILIATED DONATION OF $10,000 IN AUGUST 2024. THE FOUNDATION ANTICIPATES RECEIVING ADDITIONAL CONTRIBUTIONS FROM MEMBERS OF THE PUBLIC BEFORE FISCAL YEAR END JUNE 30, 2026, IN SUPPORT OF KENYA WATER WELL PROJECTS AND A LOCAL PUBLIC SCHOOL'S EDUCATIONAL PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT & DIVIDEND INCOME. AMOUNT: 32,531. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ELUBIA'S KITCHEN. GRANTEE ADDRESS: 325 RUTHERFORD ST STE D GOLETA, CA 93117. DATE OF GIFT: 07/01/24. AMOUNT GIVEN: 700. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA PUERTO VALLARTA SISTER CITIES. GRANTEE ADDRESS: PO BOX 3718 SANTA BARBARA, CA 93130. DATE OF GIFT: 08/27/24. AMOUNT GIVEN: 1,734. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA PUERTO VALLARTA SISTER CITIES. GRANTEE ADDRESS: PO BOX 3718 SANTA BARBARA, CA 93130. DATE OF GIFT: 02/10/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ORGANIC SOUP KITCHENS. GRANTEE ADDRESS: 315 MEIGS RD., SUITE A369 SANTA BARBARA, CA 93109. DATE OF GIFT: 08/28/24. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: I.V. YOUTH PROJECT DBA LEAP. GRANTEE ADDRESS: PO BOX 1332 GOLETA, CA 93117. DATE OF GIFT: 08/29/24. AMOUNT GIVEN: 2,700. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: APPLES TO ZUCCHINI. GRANTEE ADDRESS: PO BOX 30912 SANTA BARBARA, CA 93130. DATE OF GIFT: 08/29/24. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FRIENDS OF WONI. GRANTEE ADDRESS: 1601 ANACAPA STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 09/06/24. AMOUNT GIVEN: 12,465. 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: 09/23/24. AMOUNT GIVEN: 2,435. 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: 03/03/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: UNITY SHOPPE. GRANTEE ADDRESS: 1209 STATE STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 02/06/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: HOSPICE OF SB. GRANTEE ADDRESS: 2050 ALAMEDA PADRE SERRA #100 SANTA BARBARA, CA 93103. DATE OF GIFT: 02/07/25. AMOUNT GIVEN: 1,000. 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, SUITE 220 SANTA BARBARA, CA 93105. DATE OF GIFT: 02/10/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA NEW HOUSE. GRANTEE ADDRESS: 2434 BATH STREET SANTA BARBARA, CA 93105. DATE OF GIFT: 02/10/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ALZHEIMER'S ASSOCIATION. GRANTEE ADDRESS: 1528 CHAPALA STREET, SUITE 204 SANTA BARBARA, CA 93101. DATE OF GIFT: 02/12/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GIRLS INC. OF CARPINTERIA. GRANTEE ADDRESS: 5315 FOOTHILL RD. CARPINTERIA, CA 93103. DATE OF GIFT: 02/13/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CADA. GRANTEE ADDRESS: 232 E CANON PERDIDO SANTA BARBARA, CA 93101. DATE OF GIFT: 02/18/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PARTNERS IN HOUSING SOLUTIONS. GRANTEE ADDRESS: 4400 CATHEDRAL OAKS ROAD SANTA BARBARA, CA 93111. DATE OF GIFT: 02/18/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: TRANSFORM THROUGH ARTS. GRANTEE ADDRESS: 37 DEARBORN PLACE, APT. 91 GOLETA, CA 93117. DATE OF GIFT: 02/19/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: WILDERNESS YOUTH PROJECT. GRANTEE ADDRESS: 2040 ALAMEDA PADRE SERRA SANTA BARBARA, CA 93101. DATE OF GIFT: 03/25/25. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GRACE FISHER FOUNDATION. GRANTEE ADDRESS: 121 S HOPE AVE UNIT F118 SANTA BARBARA, CA 93101. DATE OF GIFT: 04/04/25. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 38,034. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INSURANCE. AMOUNT: 1,224. DESCRIPTION: STATE TAXES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,249. 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.