ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION (EIN 77-0076885)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-06
IRS object ID
201823109349201552
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2018-11-06T15:48:52-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952089835PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARTLETT PRINGLE & WOLF LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11123 CHAPALA ST PO BOX 90860AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP931900860ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770076885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF SANTA BARBARA NORTHBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone8055685313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11114 STATE STREET-SUITE 300AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BERGQUISTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8055685313PhoneNum
Signature2018-09-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J BRITTONPreparerPersonNm
PTINP00290353PTIN
Phone8059637811PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-17IPDt
IP Tm10:26:51IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4016E2E28D5145B1934F7C8256BBDCBFB42F77F0AtSubmissionCreationDeviceId
At Submission Filing Device Id81227543164075CB05120D20E5CEE7851639CCEEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$43,655GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$27,787ContributionsGiftsGrantsEtcAmt
Investment Income$15,868InvestmentIncomeAmt
Total Revenue$43,655TotalRevenueAmt
Grants And Similar Amounts Paid$37,057GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$800FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,234OtherExpensesTotalAmt
Total Expenses$39,091TotalExpensesAmt
Excess Or Deficit For Year$4,564ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$314,793NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$319,357NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$314,793BOYAmt
EOY$319,357EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$314,793BOYAmt
EOY$319,357EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$314,793BOYAmt
EOY$319,357EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSUPPORT CHARITIESPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROVIDE SUPPORT FOR VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE ORGANIZATIONS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$37,057GrantsAndAllocationsAmt
Program Service Expenses$39,091ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$39,091TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOE DOBBS
DIRECTOR1.00$0$0$0
STEVE YOUNG
DIRECTOR1.00$0$0$0
DEREK CARLSON
DIRECTOR1.00$0$0$0
MICHAEL BERGQUIST
PRESIDENT2.00$0$0$0
MARK GALLO
TREASURER1.00$0$0$0
DENNIS WAID
SECRETARY1.00$0$0$0
WILLIAM W GABRIEL
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BERGQUISTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3293AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93130ZIPCd
FieldValueIRS element (for citing)
Phone8055685313PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,360CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,147CurrentTaxYearMinus1YearAmt
Current Tax Year$27,787CurrentTaxYearAmt
Total$97,541TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,360CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,147CurrentTaxYearMinus1YearAmt
Current Tax Year$27,787CurrentTaxYearAmt
Total$97,541TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,662SubstantialContributorsTotAmt
Public Support Total170$72,879PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,388CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,760CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,916CurrentTaxYearMinus1YearAmt
Current Tax Year$15,868CurrentTaxYearAmt
Total$62,713TotalAmt
FieldValueIRS element (for citing)
Total Support$160,254TotalSupportAmt
Public Support CY1700.45480PublicSupportCY170Pct
Public Support PY1700.54440PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT & DIVIDEND INCOME . AMOUNT: 15,868.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ADAMS SCHOOL. GRANTEE ADDRESS: 2701 LAS POSITAS ROAD SANTA BARBARA, CA 93105. DATE OF GIFT: 05/25/18. AMOUNT GIVEN: 2,400.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FOODBANK OF SB. GRANTEE ADDRESS: 4554 HOLLISTER AVENUE SANTA BARBARA, CA 93110. DATE OF GIFT: 02/23/18. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FRIENDSHIP ADULT DAY CARE CENTER. GRANTEE ADDRESS: 89 EUCALYPTUS LN SANTA BARBARA, CA 93108. DATE OF GIFT: 08/22/17. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GIRLS,INC.. GRANTEE ADDRESS: 531 E ORTEGA ST SANTA BARBARA, CA 93103. DATE OF GIFT: 08/23/17. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA GREEK ORTHODOX CHURCH. GRANTEE ADDRESS: 1205 SAN ANTONIO CREEK RD SANTA BARBARA, CA 93111. DATE OF GIFT: 08/25/17. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: LATIN AMERICAN ART MUSEUM OF SB. GRANTEE ADDRESS: PO BOX 91203 SANTA BARBARA, CA 93190. DATE OF GIFT: 11/08/17. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SB BOTANIC GARDEN. GRANTEE ADDRESS: 1212 MISSION CANYON RD SANTA BARBARA, CA 93105. DATE OF GIFT: 02/21/18. AMOUNT GIVEN: 1,300.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SURGICAL EYE EXPEDITIONS INTERNATIONAL, INC. GRANTEE ADDRESS: 5638 HOLLISTER AVE, STE 210 GOLETA, CA 93117. DATE OF GIFT: 03/19/18. AMOUNT GIVEN: 1,232.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SPECIAL OLYMPICS OF SB. GRANTEE ADDRESS: P.O. BOX 567 SANTA BARBARA, CA 93102. DATE OF GIFT: 03/05/18. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CASA SERENA. GRANTEE ADDRESS: 1515 BATH ST SANTA BARBARA, CA 93101. DATE OF GIFT: 02/21/18. AMOUNT GIVEN: 1,150.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201. DATE OF GIFT: 09/05/17. AMOUNT GIVEN: 13,125.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: DOS PUEBLOS LITTLE LEAGUE. GRANTEE ADDRESS: P.O. BOX 8245 GOLETA, CA 93118. DATE OF GIFT: 03/12/18. AMOUNT GIVEN: 1,350.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SANTA BARBARA SCHOLARSHIP FOUNDATION. GRANTEE ADDRESS: 2253 LAS POSITAS RD SANTA BARBARA, CA 93105. DATE OF GIFT: 05/31/18. AMOUNT GIVEN: 8,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 37,057.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: STATE TAX. AMOUNT: 10. DESCRIPTION: INSURANCE. AMOUNT: 1,224. TOTAL TO FORM 990-EZ, LINE 16: 1,234.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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

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