2025-02-10T13:03:00-06:00 2024-06-30 464016990 THE PUN GROUP LLP 200 E SANDPOINTE AVENUE SUITE 600 SANTA ANA CA 92707 990 2023-07-01 237117223 ROTARY CLUB OF SACRAMENTO FOUNDATION ROTA 9169292992 PO BOX 2528 FAIR OAKS CA 95628 LAWRENCE GILZEAN PRESIDENT 9169292992 2025-02-10 1 0 JAMES H FRITZSCHE CPA P00423351 9497778800 2025-02-04 2023 2025-03-06 01:10:19Z LAWRENCE GILZEAN PO BOX 2528 FAIR OAKS CA 95628 721601 0 X WWW.ROTARYSACRAMENTO.COM X 1971 CA OUR MISSION IS TO PROVIDE LEADERSHIP,PERPETUAL FUNDING AND RESOURCES NECESSARY TO SUPPORT THE DIVERSE HUMANITARIAN EFFORTS OF THE ROTARY CLUB OF SACRAMENTO IN LOCAL AND WORLD COMMUNITIES. 13 8 0 120 0 0 326725 293787 0 0 26542 108345 40143 43115 393410 445247 278049 557345 0 0 0 0 0 0 49930 155726 145217 433775 702562 -40365 -257315 3571131 3561923 120399 140756 3450732 3421167 OUR MISSION IS TO PROVIDE LEADERSHIP, PERPETUAL FUNDING AND RESOURCES NECESSARY TO SUPPORT THE DIVERSE HUMANITARIAN EFFORTS OF THE ROTARY CLUB OF SACRAMENTO IN LOCAL AND WORLD COMMUNITIES. 0 0 575549 557345 "COMMUNITY SERVICE, WORLD COMMUNITY SERVICE, YOUTH INCENTIVE PROGRAM,SCHOLARSHIPS/GRANTS AND YOUTH EXCHANGE PROGRAM." CLIENTS SERVED: JUNIOR ACHIEVEMENT OF SACRAMENTO, BOWLING GREEN CHARTER COMPLEX, FERN BACON MIDDLE SCHOOL, RALPH RICHARDSON CENTER, LUTHER BURBANK HIGH SCHOOL, CLEAN WATER PROJECTS, SCHOLARSHIPS FOR AT-RISK STUDENTS MENTORED BY ROTARIANS, EMERGENCY SHELTER AND SUPPLIES FOR THE HOMELESS IN DISASTER SITUATIONS, ROTAPLAST MISSION, SCHOLARSHIPS FOR STUDENTS FROM DELTA, C.K. MCCLATCHY, SACRAMENTO, JESUIT, CHRISTIAN BROTHERS AND RIO AMERICANO HIGH SCHOOLS, AND SACRAMENTO CHILDREN'S HOME CRISIS NURSERY. SPECIFIC CONTRIBUTIONS ARE LISTED ON SCHEDULE I. 575549 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X ACCOUNTANT 9169292992 PO BOX 2528 FAIR OAKS CA 95628 GARY BAZLEN VICE PRESIDENT 0.00 X X 0 0 0 LAWRENCE GILZEAN PRESIDENT 1.00 X 0 0 0 SARAH HODGE TRUSTEE 1.00 X 0 0 0 APRIL JAVIST TREASURER 1.00 X X 0 0 0 VIRGINIA WADE SECRETARY 3.00 X X 0 0 0 STEPHEN JOHANSON TRUSTEE 1.00 X 0 0 0 LEV KAGANOVICH TRUSTEE 1.00 X 0 0 0 ED WRIGHT TRUSTEE 1.00 X 0 0 0 SURENDER SINGAL TRUSTEE 1.00 X 0 0 0 ROY ALEXANDER TRUSTEE 1.00 X X 0 0 0 MATT PAGE TRUSTEE 1.00 X 0 0 0 BOBBY REED PRESIDENT-ELECT 1.00 X 0 0 0 TODD KOOLALIAN EX-OFFICIO 0.00 X 0 0 0 0 0 0 0 0 0 0 0 98694 195093 293787 77691 77691 216804 186150 30654 30654 30654 133319 98694 90204 43115 43115 445247 0 0 151460 509162 509162 48183 48183 30220 30220 31126 31126 5292 5292 ADMINISTRATIVE FEES 71673 17910 35263 18500 BANK FEES 3116 2812 304 MISCELLANEOUS 1800 294 1506 OTHER EXPENSES 1351 1351 639 639 702562 575549 77083 49930 270131 115090 8942 18215 30435 22237 1630 1630 0 0 3251623 3406381 10000 3571131 3561923 104795 129001 5604 11755 10000 0 120399 140756 X 2408272 2509432 1042460 911735 3450732 3421167 3571131 3561923 -257315 244442 -16692 0 X X 0 1 X 1 0 X X 1 ROTARY CLUB OF SACRAMENTO 940818257 10 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B - DESCRIPTION OF WHEN AND HOW ORGANIZATION MADE THE BOARD OF TRUSTEES OF THE ROTARY CLUB OF SACRAMENTO FOUNDATION REVIEWS THE TAX RETURNS OF THE SUPPORTED ORGANIZATION BEFORE FILING. PART IV, SECTION A, LINE 3C - EXPLAIN WHAT CONTROLS THE ORGANIZATION PUT IN THE ROTARY CLUB OF SACRAMENTO FOUNDATION HAS AN AUDIT FOR EACH FISCAL YEAR. THE BOARD OF TRUSTEES OF THE ROTARY CLUB OF SACRAMENTO FOUNDATION AND THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION REVIEW THE RESULTS OF THE AUDIT TOGETHER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2484612 55450 274169 48183 152005 2614043 2449723 56399 211840 179284 54066 2484612 3149337 76010 -573603 154521 47500 2449723 2509335 58388 755002 138388 35000 3149337 2563095 54108 59771 131939 35700 2509335 0.79000 0.15000 0.06000 0 0 1630 1630 0 0 X 672997 244442 244442 428555 16689 3 16692 445247 702562 0 702562 0 702562 PART V, LINE 4: TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS. PART X, LINE 2: WE HAVE EVALUATED THE TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DO NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT BIKE FESTIVAL 177434 54770 122664 41702 18972 2915 19260 GOLF 4 KIDS 54579 43924 10655 3492 3670 193 232013 98694 133319 45194 22642 2915 19453 90204 43115 0 LUTHER BURBANK HIGH SCHOOL 3500 FLORIN RD SACRAMENTO CA 95832 941537649 14632 0 ORTHOPEDICALLY IMPAIRED CHILDREN RALPH RICHARDSON CENTER 4848 COTTAGE WAY CARMICHAEL CA 95608 946002533 14632 0 ORTHOPEDICALLY IMPAIRED CHILDREN HIRAM JOHNSON HIGH SCHOOL 6879 14TH AVE SACRAMENTO CA 95820 946002491 14632 0 ORTHOPEDICALLY IMPAIRED CHILDREN 3 SCHOLARSHIPS 16 48183 CASH VALUE PART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. GRANTS ARE AWARDED TO DESERVING LOCAL CHARITIES. FORM 990, PART VI, SECTION B, LINE 11B ELECTRONIC COPY OF RETURNS ARE MADE AVAILABLE TO MANAGEMENT AND THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE ASSISTANT MONITORS THE PROGRAM AND OBTAINS WRITTEN DISCLOSURE STATEMENTS FROM EACH MEMBER OF THE BOARD OF TRUSTEES AND OF THE BOARD OF DIRECTORS. IF A CONFLICT AROSE DURING THE TRUSTEE'S TERM, HE OR SHE WOULD RECUSE THEMSELVES FROM ANY ACTION RELATIVE TO THE CONFLICT. IF IT WAS AN ON-GOING CONFLICT THE TRUSTEE WOULD RESIGN FROM THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 MUCH OF THE INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. ANY INFORMATION REQUIRED ON A NEED TO KNOW BASIS CAN BE OBTAINED BY WRITTEN REQUEST TO THE BOARD SECRETARY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS FROM THE PRIOR YEAR. ROTARY CLUB OF SACRAMENTO PO BOX 2528 FAIR OAKS CA 95628 940818257 PROVIDE CIVIC AND COMMUNITY SERVICES CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 ROTARY CLUB OF SACRAMENTO P 71673 MOU