ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION (EIN 77-0076885)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-11
IRS object ID
201523159349201222
Schema version
2014v5.0
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)
Return2015-11-11T11:19:29-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J BRITTONPreparerPersonNm
PTINP00290353PTIN
Phone8059637811PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

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$25,872GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,484ContributionsGiftsGrantsEtcAmt
Investment Income$10,388InvestmentIncomeAmt
Total Revenue$25,872TotalRevenueAmt
Grants And Similar Amounts Paid$16,920GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,279OtherExpensesTotalAmt
Total Expenses$18,949TotalExpensesAmt
Excess Or Deficit For Year$6,923ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$298,313NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$305,236NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$293,123BOYAmt
EOY$305,236EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$5,190BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$298,313BOYAmt
EOY$305,236EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$298,313BOYAmt
EOY$305,236EOYAmt
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$16,920GrantsAndAllocationsAmt
Program Service Expenses$18,949ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$18,949TotalProgramServiceExpensesAmt

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 Line1ERWIN STRAEHLEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3293AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93130ZIPCd
FieldValueIRS element (for citing)
Phone8056819021PhoneNum
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$18,805CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,111CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,763CurrentTaxYearMinus1YearAmt
Current Tax Year$15,484CurrentTaxYearAmt
Total$74,795TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,805CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,111CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,763CurrentTaxYearMinus1YearAmt
Current Tax Year$15,484CurrentTaxYearAmt
Total$74,795TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$74,795PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,607CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,839CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,781CurrentTaxYearMinus1YearAmt
Current Tax Year$10,388CurrentTaxYearAmt
Total$44,989TotalAmt
FieldValueIRS element (for citing)
Total Support$119,784TotalSupportAmt
Public Support CY1700.62440PublicSupportCY170Pct
Public Support PY1700.72660PublicSupportPY170Pct
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 (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: DIVIDENDS. AMOUNT: 10,388.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SANTA BARBARA SCHOLARSHIP FOUNDATION. GRANTEE ADDRESS: P.O. BOX 3620 SANTA BARBARA, CA 93130. DATE OF GIFT: 04/25/15. AMOUNT GIVEN: 5,000.
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: 01/31/15. AMOUNT GIVEN: 1,400.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: FOUNDATION FOR SANTA BARBARA CITY COLLEGE. GRANTEE ADDRESS: 721 CLIFF DRIVE SANTA BARBARA, CA 93109. DATE OF GIFT: 02/11/15. AMOUNT GIVEN: 1,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA CHANNELKEEPER. GRANTEE ADDRESS: 714 BOND AVE SANTA BARBARA, CA 93103. DATE OF GIFT: 08/01/14. AMOUNT GIVEN: 1,300.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CHILD ABUSE LISTENING MEDIATION. GRANTEE ADDRESS: 1236 CHAPALA STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 08/01/14. AMOUNT GIVEN: 1,150.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ELINGS PARK FOUNDATION. GRANTEE ADDRESS: 1298 LAS POSITAS ROAD SANTA BARBARA, CA 93105. DATE OF GIFT: 08/01/14. AMOUNT GIVEN: 1,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SEE INTERNATIONAL. GRANTEE ADDRESS: 5638 HOLLISTER AVENUE, #210 SANTA BARBARA, CA 93117. DATE OF GIFT: 08/01/14. AMOUNT GIVEN: 1,350.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: LA CUMBRE JUNIOR HIGH FOUNDATION. GRANTEE ADDRESS: 2255 MODOC ROAD SANTA BARBARA, CA 93101. DATE OF GIFT: 08/01/14. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SANTA BARBARA PUBLIC LIBRARY. GRANTEE ADDRESS: 40 E ANAPAMU STREET SANTA BARBARA, CA 93101. DATE OF GIFT: 01/31/15. AMOUNT GIVEN: 1,720.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: CANALINO SCHOOL. GRANTEE ADDRESS: 1480 LINDEN AVENUE CARPINTERIA, CA 93013. DATE OF GIFT: 01/31/15. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,920.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: STATE TAX. AMOUNT: 55. DESCRIPTION: INSURANCE. AMOUNT: 1,224. TOTAL TO FORM 990-EZ, LINE 16: 1,279.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,190. END OF YEAR AMOUNT: 0.

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.