2025-11-17T18:30:39-06:00 2025-06-30 330737981 CBIZ ADVISORS LLC 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 990EZ 2024-07-01 770234356 BAKERSFIELD BREAKFAST ROTARY FOUNDATION BAKE 6612838735 PO BOX 2568 BAKERSFIELD CA 93303 SANDRA PARNELL PRESIDENT 6612838735 2025-11-13 1 0 GREGORY G BRAUN P00192870 6613257500 2025-11-13 2024 2025-03-06 01:10:19Z X N/A X X 94988 X 14681 9736 70571 40258 30313 54730 29059 29059 25671 411444 31542 468657 X 414718 470251 450 266 415168 470517 3724 1860 411444 468657 X THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY. THE FOUNDATION IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD. FUNDING OF OTHER COMMUNITY EXEMPT ORGANIZATIONS AND RELATED ROTARY INTERNATIONAL PROJECTS. 0 29060 29060 KAREN BONANNO DIRECTOR 1.00 0 0 0 SANDRA PARNELL PRESIDENT 1.00 0 0 0 TERESA WALKER SECRETARY 1.00 0 0 0 JEFFREY BELL INVESTMENT ADVISOR 1.00 0 0 0 CAROL SMITH TREASURER 1.00 0 0 0 SHAUN KELLY DIRECTOR 1.00 0 0 0 DAVID PERKINS DIRECTOR 1.00 0 0 0 SALLY SELBY DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA MARTI LARI 905 BERMUDA ST BAKERSFIELD CA 93309 6615998996 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 38181 106648 138146 51568 44994 379537 38181 106648 138146 51568 44994 379537 0 0 0 379537 3433 3990 6049 9607 9736 32815 3433 3990 6049 9607 9736 32815 41614 110638 144195 61175 54730 412352 0.92040 0.94680 0.07960 0.05320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X THOUSAND FLAGS 70571 70571 40258 70571 70571 40258 40258 30313 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: DIVIDEND INCOME. AMOUNT: 9,736. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEE. AMOUNT: 2. DESCRIPTION: CLUB ADMINISTRATION. AMOUNT: 5,922. DESCRIPTION: YOUTH SERVICES. AMOUNT: 9,571. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 2,812. DESCRIPTION: ACCOUNTING. AMOUNT: 1,069. DESCRIPTION: POLIO PLUS. AMOUNT: 600. DESCRIPTION: RI ANNUAL FUND. AMOUNT: 4,500. DESCRIPTION: INTERNATIONAL SERVICES. AMOUNT: 500. DESCRIPTION: TAX EXPENSE. AMOUNT: 1,263. DESCRIPTION: POLIO PLUS SPEAKER DONATION. AMOUNT: 1,750. DESCRIPTION: WRITE OFFS. AMOUNT: 1,070. TOTAL TO FORM 990-EZ, LINE 16: 29,059. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN. AMOUNT: 31,542. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 450. END OF YEAR AMOUNT: 160. DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 106. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 3,644. END OF YEAR AMOUNT: 1,780. DESCRIPTION: DUE TO BBRC. BEG. OF YEAR AMOUNT: 80. END OF YEAR AMOUNT: 80. 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.