ROTARY DISTRICT 5240 CHARITABLE FOUNDATION
Cite this
Plain text ROTARY DISTRICT 5240 CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/rotary-district-5240-charitable-foundation-770407204. Retrieved 2026-10-22.
APA furp.org. (n.d.). ROTARY DISTRICT 5240 CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 22, 2026, from https://furp.org/org/rotary-district-5240-charitable-foundation-770407204
MLA “ROTARY DISTRICT 5240 CHARITABLE FOUNDATION.” furp.org, tax years 2009–2024, https://furp.org/org/rotary-district-5240-charitable-foundation-770407204. Accessed 22 Oct. 2026.
Retrieved 2026-10-22; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990EZ · revenue $1K · expenses $2K · assets $59K
- Also known as
- CHARITABLE FOUNDATION
- EIN
- 77-0407204
- Address
- 104 W ANAPAMU ST STE B, SANTA BARBARA, CA 93101-3126
- Website
- HTTP://WWW.ROTARYDISTRICT5240.ORG
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- August 1995 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity, 509(a)(2)
- Principal officer
- Donald Gunderson (its 2008 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2008 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE MISSION OF THE FOUNDATION IS TO PROVIDE A QUALIFIED CHARITABLE ORGANIZATION TO SUPPORT INDIVIDUAL ROTARY CLUBS OF DISTRICT 5240, MANAGE THE FUNDS FOR THE DISTRICT 5240 TRAVEL GRANTS PROGRAM, THE ROTARACT MATCHING GRANT PROGRAMS AND OTHER PROGRAM OF THE DISTRICT. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, EDUCATION, SCHOLARSHIP, COMMUNITY EVENTS, PARKS AND RECREATION EVENTS, YOUTH PROGRAMS, SENIOR CITIZEN PROGRAMS, PROGRAMS FOR MENTALLY AND PHYSICALLY DISADVANTAGED PEOPLE AND OTHER HEALTH AND HUMANITARIAN NEEDS. THIS FOUNDATION SUPPORTS THE MISSION OF THE ROTARY FOUNDATION: 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 ROTARY FOUNDATION IS A CHARITABLE, NOT-FOR-PROFIT CORPORATION THAT IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 40 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
40 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Vicki Arndt | SECRETARY | 2015-2024 | 2 | $0 reported | 3 |
| Jody Dolan Holehouse | TREASURER | 2011-2024 | 2 | $0 reported | 3 |
| Chris Baxter | DIRECTOR | 2022-2024 | 1 | $0 reported | 3 |
| Barry Vanderkelen | PRESIDENT | 2016-2024 | 2 | $0 reported | 1 |
| Sherry Sim | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| Jeff Bell | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Michael Dutra | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Margarida Eidson | DIRECTOR | 2024 | 1 | $0 reported | 2 |
| Nick Frankle | DIRECTOR | 2016-2024 | 1 | $0 reported | 3 |
| Nick Frankel (former) | DIRECTOR | 2015-2023 | 1 | $0 reported | 1 |
| Marta Brown (former) | DIRECTOR | 2022-2023 | 1 | $0 reported | 2 |
| Jason Corey (former) | DIRECTOR | 2022-2023 | 1 | $0 reported | 1 |
| Sandi Schwartz (former) | DIRECTOR | 2017-2022 | 1 | $0 reported | 3 |
| Scott Phillips (former) | DIRECTOR | 2017-2022 | 1 | $0 reported | 3 |
| Amy Smith (former) | DIRECTOR | 2020-2022 | 2 | $0 reported | 2 |
| Dana Moldovan (former) | DIRECTOR | 2020-2021 | 1 | $0 reported | 4 |
| Deborah Linden (former) | DIRECTOR | 2019-2020 | 1 | $0 reported | 2 |
| Richard Grossman (former) | DIRECTOR | 2019 | 1 | $0 reported | 2 |
| Savi Bhim (former) | DIRECTOR | 2018-2019 | 1 | $0 reported | 3 |
| John Weiss (former) | DIRECTOR | 2016-2019 | 1 | $0 reported | 3 |
| Jim Bell (former) | DIRECTOR | 2014-2016 | 1 | $0 reported | 3 |
| David Saint-Armand (former) | DIRECTOR | 2016 | 1 | $0 reported | 1 |
| Loretta Butts (former) | DIRECTOR, PDG | 2013-2015 | 1 | $0 reported | 3 |
| Edwin Velarde (former) | DIRECTOR | 2014-2015 | 1 | $0 reported | 1 |
| Andrew Fishkin (former) | PRESIDENT | 2014-2015 | 1 | $0 reported | 1 |
| Karen Kawaguchi (former) | SECRETARY | 2014 | 1 | $0 reported | 2 |
| Jack Mcclenahan (former) | DIRECTOR, PDG 2012-13 | 2012-2014 | 1 | $0 reported | 1 |
| Lee Carroll (former) | SECRETARY | 2012-2013 | 1 | $0 reported | 2 |
| Frank Ortiz (former) | DIRECTOR, PDG 2012-13 | 2012-2013 | 1 | $0 reported | 4 |
| Thomas Swan (former) | PRESIDENT | 2012-2013 | 1 | $0 reported | 1 |
| Edwin Valarde (former) | DIRECTOR | 2013 | 1 | $0 reported | 1 |
| Wade Nomura (former) | DIRECTOR, DG 2011-12 | 2009-2012 | 1 | $0 reported | 4 |
| Ernest Gilbert (former) | SECRETARY, INTERIM | 2012 | 1 | $0 reported | 1 |
| Luz Maria Ortiz Smith (former) | DIRECTOR, DG 2009-10 | 2011 | 1 | $0 reported | 4 |
| Deepa Biswas Willingham (former) | DIRECTOR, DG 2010-11 | 2009-2011 | 1 | $0 reported | 4 |
| Ernie Gilbert (former) | PRESIDENT | 2009-2011 | 2 | $0 reported | 1 |
| Nancy Carr (former) | SECRETARY | 2009-2011 | 1 | $0 reported | 1 |
| Andy Soter (former) | DIRECTOR | 2009-2011 | 1 | $0 reported | 1 |
| Kathy Scroggs (former) | Treasurer | 2009 | 1 | $0 reported | 2 |
| Luz Maria Ortiz (former) | Director | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VICKI ARNDT | SECRETARY | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| NICK FRANKLE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| CHRIS BAXTER | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| BARRY VANDERKELEN | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| SHERRY SIM | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JEFF BELL | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICHAEL DUTRA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARGARIDA EIDSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
2023 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VICKI ARNDT | SECRETARY | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| NICK FRANKEL | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARTA BROWN | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| CHRIS BAXTER | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| BARRY VANDERKELEN | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| JASON COREY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SHERRY SIM | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JEFF BELL | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICHAEL DUTRA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AMY SMITH | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
| VICKI ARNDT | SECRETARY | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| SANDI SCHWARTZ | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| SCOTT PHILLIPS | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| NICK FRANKEL | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARTA BROWN | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| CHRIS BAXTER | DIRECTOR | 0 | $0 | - | $0 | $0 | 3 |
| BARRY VANDERKELEN | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| JASON COREY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2021 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AMY SMITH | PRESIDENT | 2 | $0 | - | $0 | $0 | 2 |
| VICKI ARNDT | SECRETARY | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| SANDI SCHWARTZ | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| SCOTT PHILLIPS | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| NICK FRANKEL | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DANA MOLDOVAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 4 |
2020 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT PHILLIPS | PRESIDENT | 2 | $0 | - | $0 | $0 | 3 |
| VICKI ARNDT | DIRECTOR | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| SANDI SCHWARTZ | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| NICK FRANKEL | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DEBORAH LINDEN | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| DANA MOLDOVAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 4 |
| AMY SMITH | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
2019 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT PHILLIPS | PRESIDENT | 2 | $0 | - | $0 | $0 | 3 |
| VICKI ARNDT | DIRECTOR | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| RICHARD GROSSMAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JOHN WEISS | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| SANDI SCHWARTZ | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| SAVI BHIM | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| NICK FRANKEL | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DEBORAH LINDEN | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
2018 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT PHILLIPS | SECRETARY | 1 | $0 | - | $0 | $0 | 3 |
| VICKI ARNDT | DIRECTOR | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| BARRY VANDERKELEN | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JOHN WEISS | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| SANDI SCHWARTZ | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| SAVI BHIM | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| NICK FRANKEL | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2017 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT PHILLIPS | SECRETARY/PE | 1 | $0 | - | $0 | $0 | 3 |
| VICKI ARNDT | DIRECTOR | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| BARRY VANDERKELEN | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JOHN WEISS | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| SANDI SCHWARTZ | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| NICK FRANKLE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
2016 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIM BELL | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| VICKI ARNDT | PRESIDENT | 2 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| BARRY VANDERKELEN | SECRETARY/PE | 2 | $0 | - | $0 | $0 | 1 |
| JOHN WEISS | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| DAVID SAINT-ARMAND | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| NICK FRANKLE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
2015 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIM BELL | DIRECTOR, DG | 1 | $0 | - | $0 | $0 | 3 |
| VICKI ARNDT | SECRETARY | 1 | $0 | - | $0 | $0 | 3 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| EDWIN VELARDE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LORETTA BUTTS | DIRECTOR, PDG | 1 | $0 | - | $0 | $0 | 3 |
| NICK FRANKEL | DIRECTOR, DGE | 1 | $0 | - | $0 | $0 | 1 |
| ANDREW FISHKIN | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
2014 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIM BELL | DIRECTOR, DGE 2014-15 | 1 | $0 | - | $0 | $0 | 3 |
| KAREN KAWAGUCHI | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| EDWIN VELARDE | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| LORETTA BUTTS | DIRECTOR, DG 2013-14 | 1 | $0 | - | $0 | $0 | 3 |
| JACK MCCLENAHAN | DIRECTOR, PDG 2012-13 | 1 | $0 | - | $0 | $0 | 1 |
| ANDREW FISHKIN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2013 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORETTA BUTTS | DIRECTOR, DGE 2014-15 | 1 | $0 | - | $0 | $0 | 3 |
| LEE CARROLL | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 | - | $0 | $0 | 3 |
| THOMAS SWAN | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| JACK MCCLENAHAN | DIRECTOR, DG 2013-14 | 1 | $0 | - | $0 | $0 | 1 |
| FRANK ORTIZ | DIRECTOR, PDG 2012-13 | 1 | $0 | - | $0 | $0 | 4 |
| EDWIN VALARDE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2012 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERNEST GILBERT | SECRETARY, INTERIM | 1 | $0 | - | $0 | $0 | 1 |
| LEE CARROLL | TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| JODY DOLAN HOLEHOUSE | PRESIDENT | 2 | $0 | - | $0 | $0 | 3 |
| THOMAS SWAN | PRESIDENT ELECT | 1 | $0 | - | $0 | $0 | 1 |
| JACK MCCLENAHAN | DIRECTOR, DG 2013-14 | 1 | $0 | - | $0 | $0 | 1 |
| FRANK ORTIZ | DIRECTOR, DG 2012-13 | 1 | $0 | - | $0 | $0 | 4 |
| WADE NOMURA | DIRECTOR, DG 2011-12 | 1 | $0 | - | $0 | $0 | 4 |
2011 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERNIE GILBERT | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| NANCY CARR | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| JODY DOLAN HOLEHOUSE | TREASURER | 1 | $0 | - | $0 | $0 | 3 |
| ANDY SOTER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DEEPA WILLINGHAM | DIRECTOR, DG 2010-11 | 1 | $0 | - | $0 | $0 | 4 |
| LUZ MARIA ORTIZ-SMITH | DIRECTOR, DG 2009-10 | 1 | $0 | - | $0 | $0 | 4 |
| WADE NOMURA | DIRECTOR, DG 2011-12 | 1 | $0 | - | $0 | $0 | 4 |
2009 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDY SOTER | Director | 1 | $0 | - | - | $0 | 1 |
| LUZ MARIA ORTIZ | Director | 1 | $0 | - | - | $0 | 1 |
| DEEPA WILLINGHAM | Director | 1 | $0 | - | - | $0 | 4 |
| WADE NOMURA | Director | 1 | $0 | - | - | $0 | 4 |
| NANCY CARR | Secretary | 1 | $0 | - | - | $0 | 1 |
| KATHY SCROGGS | Treasurer | 1 | $0 | - | - | $0 | 2 |
| ERNIE GILBERT | President | 2 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990EZ | ||||||||
| $1,213 | $1,558 | $58,921 | $58,921 | - | - | - | - | - |
| 2023 · Form 990EZ | ||||||||
| $1,329 | $25 | $59,266 | $59,266 | - | - | - | - | - |
| 2022 · Form 990EZ | ||||||||
| $864 | $4,525 | $57,961 | $57,961 | $56 | - | - | - | - |
| 2021 · Form 990EZ | ||||||||
| $36 | $22,933 | $61,622 | $61,622 | $28 | - | - | - | - |
| 2020 · Form 990EZ | ||||||||
| $6,872 | $526 | $84,519 | $84,519 | $6,869 | - | - | - | - |
| 2019 · Form 990EZ | ||||||||
| $12,270 | $44,126 | $78,173 | $78,173 | $12,021 | - | - | - | - |
| 2018 · Form 990EZ | ||||||||
| $48,551 | $6,818 | $110,029 | $110,029 | $48,132 | - | - | - | - |
| 2017 · Form 990EZ | ||||||||
| $73,281 | $43,188 | $68,296 | $68,296 | $73,103 | - | - | - | - |
| 2016 · Form 990EZ | ||||||||
| $9,774 | $11,977 | $38,203 | $38,203 | $80 | - | - | - | - |
| 2015 · Form 990EZ | ||||||||
| $31 | $1,015 | $40,406 | $40,406 | $27 | - | - | - | - |
| 2014 · Form 990EZ | ||||||||
| $26,201 | $12,729 | $41,390 | $41,390 | $17,000 | - | - | - | - |
| 2013 · Form 990EZ | ||||||||
| $4 | $7,792 | $27,918 | $27,918 | $0 | - | - | - | - |
| 2012 · Form 990EZ | ||||||||
| $1,004 | $12,415 | $35,706 | $35,706 | $1,000 | - | - | - | - |
| 2011 · Form 990EZ | ||||||||
| $1,828 | $21,037 | $47,117 | $47,117 | $1,823 | - | - | - | - |
| 2009 · Form 990EZ | ||||||||
| $45,623 | $49,872 | $41,165 | $41,165 | $45,583 | - | - | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- ROTARY INTERNATIONAL Ventura, CA · 4 people in common (Margarida Eidson, Nick Frankle, Sherry Sim)
- ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION Santa Barbara, CA · 2 people in common (Chris Baxter, Jody Dolan Holehouse)
- ROTARY INTERNATIONAL Santa Barbara, CA · 2 people in common (Chris Baxter, Jody Dolan Holehouse)
- SOUTHWEST ROTARY PETS INC Murrieta, CA · 1 person in common (Nick Frankle)
- GOCARE INC Ventura, CA · 1 person in common (Vicki Arndt)
Funders of this organization
1 grantor reported grants to this organization, $117 in all, tax years 2020 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “ROTARY DISTRICT 5240 CHARITABLE FOUNDATION” | 2020-2023 | 4 | $117 | 2023 | $40 | show |
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| CHEN AND WANG FOUNDATION | CA | T20 | $1,889 | $881 | CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| LEAF & RAIN FOUNDATION | CA | T20 | $968 | $27,555 | President & CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| LI & LIN FOUNDATION | CA | T20 | $2,079 | $1,319 | CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| AA BATARSE FOUNDATION | CA | T20 | $1,068 | $20,712 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CABT FAMILY FOUNDATION | CA | T20 | $2,075 | $18,666 | President & CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| SALAS FOUNDATION | CA | T20 | $2,000 | $5,667 | CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x, same state |
| RALPH KINER FOUNDATION | CA | T20 | $1,993 | $16,500 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| SWENSON FOUNDATION | CA | T20 | $1,825 | $12,495 | PRESIDENT/SECTY/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| RUBINO FAMILY FOUNDATION | CA | T20 | $846 | $740 | CFO | $0 | Same NTEE code T20, revenue within 2x, same state |
| YELLOW RIVER FOUNDATION | CA | T20 | $789 | $5,632 | CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| JERRY MOSHER FOUNDATION | CA | T20 | $616 | $616 | CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| WILLSEY FOUNDATION | CA | T20 | $1,000 | $1,380 | CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| MADRONE FOUNDATION | CA | T20 | $793 | $908 | CFO < 1HR | $0 | Same NTEE code T20, revenue within 2x, same state |
| SEA PINK FOUNDATION | CA | T20 | $1,780 | $0 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| ACE 1969 FOUNDATION | CA | T20 | $1,831 | $1,831 | DIRECTOR AND PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| AL-KHATIB FOUNDATION | CA | T20 | $747 | $89,592 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| KELLY AND ROBIN PARK FOUNDATION | CA | T20 | $1,260 | $1,260 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990EZ · $1,558 spent · pay $0 · grants $1,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $1,500 | 96.3% | |
| Other expenses (detail on Schedule O) | $58 | 3.7% | |
| Total | $1,558 | 100% |
2023 · Form 990EZ · $25 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $25 | 100.0% | |
| Total | $25 | 100% |
2022 · Form 990EZ · $4,525 spent · pay $0 · grants $4,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $4,500 | 99.4% | |
| Other expenses (detail on Schedule O) | $25 | 0.6% | |
| Total | $4,525 | 100% |
2021 · Form 990EZ · $22,933 spent · pay $0 · grants $22,908 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $22,908 | 99.9% | |
| Other expenses (detail on Schedule O) | $25 | 0.1% | |
| Total | $22,933 | 100% |
2020 · Form 990EZ · $526 spent · pay $0 · grants $511 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $511 | 97.1% | |
| Other expenses (detail on Schedule O) | $15 | 2.9% | |
| Total | $526 | 100% |
2019 · Form 990EZ · $44,126 spent · pay $0 · grants $44,021 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $44,021 | 99.8% | |
| Other expenses (detail on Schedule O) | $105 | 0.2% | |
| Total | $44,126 | 100% |
2018 · Form 990EZ · $6,818 spent · pay $0 · grants $6,280 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $6,280 | 92.1% | |
| Other expenses (detail on Schedule O) | $538 | 7.9% | |
| Total | $6,818 | 100% |
2017 · Form 990EZ · $43,188 spent · pay $0 · grants $42,866 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $42,866 | 99.3% | |
| Other expenses (detail on Schedule O) | $322 | 0.7% | |
| Total | $43,188 | 100% |
2016 · Form 990EZ · $11,977 spent · pay $0 · grants $11,850 · events $3,697
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $11,850 | 98.9% | |
| Other expenses (detail on Schedule O) | $127 | 1.1% | |
| Fundraising events Event | direct expenses; gross income - | $3,697 | reported apart |
| Total | $11,977 | 100% |
2015 · Form 990EZ · $1,015 spent · pay $0 · grants $989 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $989 | 97.4% | |
| Other expenses (detail on Schedule O) | $26 | 2.6% | |
| Total | $1,015 | 100% |
2014 · Form 990EZ · $12,729 spent · pay $0 · grants $12,729 · events $6,175
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $12,729 | 100.0% | |
| Fundraising events Event | direct expenses; gross income - | $6,175 | reported apart |
| Total | $12,729 | 100% |
2013 · Form 990EZ · $7,792 spent · pay $0 · grants $7,750 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $7,750 | 99.5% | |
| Other expenses (detail on Schedule O) | $42 | 0.5% | |
| Total | $7,792 | 100% |
2012 · Form 990EZ · $12,415 spent · pay $0 · grants $12,415 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $12,415 | 100.0% | |
| Total | $12,415 | 100% |
2011 · Form 990EZ · $21,037 spent · pay $0 · grants $21,017 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $21,017 | 99.9% | |
| Other expenses (detail on Schedule O) | $20 | 0.1% | |
| Total | $21,037 | 100% |
2009 · Form 990EZ · $49,872 spent · pay $0 · grants $49,159 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $49,159 | 98.6% | |
| Other expenses (detail on Schedule O) | $713 | 1.4% | |
| Total | $49,872 | 100% |