ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION (EIN 77-0076885)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-02-17
IRS object ID
201830489349200213
Schema version
2016v3.0
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)
Return2018-02-17T13:58:10-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-02-17SignatureDt
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)
IP2018-02-17IPDt
IP Tm11:57:24IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA89A47F7C1FA8E07CDEC3EB8BE632064F7B80FADAtSubmissionCreationDeviceId
At Submission Filing Device Id6118291855E3A05347C2A3C9C60CDA5040D2783BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$19,243GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$14,147ContributionsGiftsGrantsEtcAmt
Membership Dues$180MembershipDuesAmt
Investment Income$4,916InvestmentIncomeAmt
Total Revenue$19,243TotalRevenueAmt
Grants And Similar Amounts Paid$21,275GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,279OtherExpensesTotalAmt
Total Expenses$23,304TotalExpensesAmt
Excess Or Deficit For Year-$4,061ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$318,854NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$314,793NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$318,854BOYAmt
EOY$314,793EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$318,854BOYAmt
EOY$314,793EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$318,854BOYAmt
EOY$314,793EOYAmt
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$21,275GrantsAndAllocationsAmt
Program Service Expenses$23,304ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$23,304TotalProgramServiceExpensesAmt

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
FREDERICK ALLEN
DIRECTOR1.00$0$0$0
DEREK CARLSON
DIRECTOR1.00$0$0$0
MICHAEL BERGQUIST
PRESIDENT2.00$0$0$0
ERWIN STRAEHLEY
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$11,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,484CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,360CurrentTaxYearMinus1YearAmt
Current Tax Year$14,147CurrentTaxYearAmt
Total$80,865TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,484CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,360CurrentTaxYearMinus1YearAmt
Current Tax Year$14,147CurrentTaxYearAmt
Total$80,865TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,066SubstantialContributorsTotAmt
Public Support Total170$73,799PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,388CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,760CurrentTaxYearMinus1YearAmt
Current Tax Year$4,916CurrentTaxYearAmt
Total$54,684TotalAmt
FieldValueIRS element (for citing)
Total Support$135,549TotalSupportAmt
Public Support CY1700.54440PublicSupportCY170Pct
Public Support PY1700.54330PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: DIVIDEND INCOME. AMOUNT: 4,916.
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: 07/29/16. AMOUNT GIVEN: 3,800.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FAMILY SERVICE AGENCY. GRANTEE ADDRESS: 123 W GUTIERREZ ST SANTA BARBARA, CA 93101. DATE OF GIFT: 07/29/16. AMOUNT GIVEN: 1,700.
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: 07/29/16. AMOUNT GIVEN: 200.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NATURE TRACK FOUNDATION. GRANTEE ADDRESS: P.O. BOX 953 LOS OLIVOS, CA 93441. DATE OF GIFT: 07/29/16. AMOUNT GIVEN: 315.
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: 07/29/16. AMOUNT GIVEN: 2,165.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA CHANNELKEEPER, INC. GRANTEE ADDRESS: 714 BOND AVE SANTA BARBARA, CA 93103. DATE OF GIFT: 07/29/16. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA POLICE ACTIVITIES LEAGUE. GRANTEE ADDRESS: P.O. BOX 91121 SANTA BARBARA, CA 93190. DATE OF GIFT: 07/29/16. AMOUNT GIVEN: 760.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: TEDDY BEAR CANCER FOUNDATION. GRANTEE ADDRESS: 3892 STATE ST #220 SANTA BARBARA, CA 93105. DATE OF GIFT: 07/29/16. AMOUNT GIVEN: 800.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: TOUCH OF LOVE FOUNDATION. GRANTEE ADDRESS: 604 HUPA ST VENTURA, CA 93001. DATE OF GIFT: 01/27/17. AMOUNT GIVEN: 500.
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: 01/27/17. AMOUNT GIVEN: 600.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: COURT APPOINTED SPECIAL ADVOCATE. GRANTEE ADDRESS: 118 E FIGUEROA ST SANTA BARBARA, CA 93101. DATE OF GIFT: 01/27/17. AMOUNT GIVEN: 1,000.
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 93117. DATE OF GIFT: 01/27/17. AMOUNT GIVEN: 1,850.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: JODI HOUSE INC. GRANTEE ADDRESS: 625 CHAPALA ST SANTA BARBARA, CA 93101. DATE OF GIFT: 01/27/17. AMOUNT GIVEN: 785.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: S.B. PUERTO VALLARTA SISTER CITY PROGRAM. GRANTEE ADDRESS: P.O. BOX 3718 SANTA BARBARA, CA 93130. DATE OF GIFT: 01/27/17. AMOUNT GIVEN: 900.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SURGICAL EYE EXPEDITIONS, INTERNATIONAL. GRANTEE ADDRESS: 6950 HOLLISTER AVE #250 GOLETA, CA 93117. DATE OF GIFT: 01/27/17. AMOUNT GIVEN: 900.
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: 06/30/17. AMOUNT GIVEN: 4,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 21,275.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: STATE TAX. AMOUNT: 30. DESCRIPTION: INSURANCE. AMOUNT: 1,224. DESCRIPTION: MISC EXPENSE. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,279.

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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