2024-05-14T13:42:00-05:00 2023-06-30 770418724 C&D LLP CPAS & ADVISORS 690 ALAMO PINTADO RD SOLVANG CA 93463 990EZ 2022-07-01 770347967 SOLVANG ROTARY CLUB FOUNDATION SOLV 8056889696 PO BOX 636 SOLVANG CA 934640619 SHERRY THORE TREASURER 8056889696 2024-05-10 1 SHERRY THORE 999009999 0 STEPHEN B PALMER P00080046 8056885505 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X X WWW.SOLVANGROTARY.COM X X 154769 X 116092 14167 24510 41667 -17157 113102 54324 950 73 55347 57755 371896 0 429651 X 91068 131019 280828 298632 371896 429651 0 0 371896 429651 X TO RAISE AND DISTRIBUTE FUNDS TO LESS FORTUNATE INVDIVIDUALS AS WELL AS OTHER CHARITABLE ORGANIZATIONS. CONTRIBUTIONS TO VARIOUS LOCAL CHARITIES & SCHOLARSHIPS TO LOCAL HIGH SCHOOL GRADUATES IN THE SANTA YNEZ VALLEY. 8000 8000 GRANTS AND AWARDS AVENUES OF SERVICE 17500 17500 ROTARY FOUNDATION GRANTS TO LOCAL FOUNDATIONS AND CHARITIES 28824 28824 54324 X JOE BROWN PRESIDENT 1.00 0 0 0 WALT ALVES VICE PRESIDENT 1.00 0 0 0 ART KASLOW SECRETARY 1.00 0 0 0 SHERRY THORE TREASURER 1.00 0 0 0 TOM OLMSTED DIRECTOR 1.00 0 0 0 ALLAN JONES DIRECTOR 1.00 0 0 0 TRESHA SELL DIRECTOR 1.00 0 0 0 DEAN ELSER DIRECTOR 1.00 0 0 0 LANDA PARISI DIRECTOR 1.00 0 0 0 ALAN HITT DIRECTOR 1.00 0 0 0 JAN CLEVENGER DIRECTOR 1.00 0 0 0 LINDA JOHANSEN DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA STEPHANIE BERTOUX 930 NYSTED DR SOLVANG CA 93463 8054510841 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 60717 1350 1555 97169 116092 276883 60717 1350 1555 97169 116092 276883 276883 14177 14051 12458 21696 14167 76549 353432 0.78340 0.75710 X ANNUAL FUNDRAISER 114895 90385 24510 6691 20314 13162 THEATERFEST EVENT 24668 24668 1500 139563 115053 24510 8191 20314 13162 41667 -17157 SHERRY THORE PO BOX 619 SOLVANG CA 93464 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: EDWARD JONES - DIVIDENDS. AMOUNT: 6,833. DESCRIPTION: INTEREST EARNED. AMOUNT: 180. DESCRIPTION: CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 7,154. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 14,167. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: BYU OFF-CAMPUS SCHOLARSHIPS. GRANTEE ADDRESS: A-41 ASB PROVO, UT 84602. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/05/22. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CAL POLY FINANCIAL AID OFFICE. GRANTEE ADDRESS: UNIVERSITY ADMINISTRATION BUILDING, ROOM 212 SAN LUIS OBISPO, CA 93407. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/05/22. AMOUNT GIVEN: 4,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: POINT LOMA NAZARENE UNIVERSITY. GRANTEE ADDRESS: 3900 LOMALAND DR SAN DIEGO, CA 92106. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/05/22. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: AVENUE OF SERVICE GRANT. GRANTEE NAME: SOLVANG ROTARY CLUB AVENUES OF SERVICE. GRANTEE ADDRESS: PO BOX 636 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/11/22. AMOUNT GIVEN: 17,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: SANTA YNEZ VALLEY SENIOR CITIZEN FOUNDATION. GRANTEE ADDRESS: 1400 W HIGHWAY 246 BUELLTON, CA 93427. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/13/22. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: NATURE TRACK FOUNDATION. GRANTEE ADDRESS: PO BOX 953 LOS OLIVOS, CA 93441. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/06/22. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: FOUR LEAF CLOVER FOUNDATION. GRANTEE ADDRESS: PO BOX 451 LOS ALAMOS, CA 93441. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/06/22. AMOUNT GIVEN: 600. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL. GRANTEE ADDRESS: 1745 MISSION DRIVE SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/06/22. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: C.A.R.E. 4 PAWS. GRANTEE ADDRESS: PO BOX 60524 SANTA BARBARA, CA 93160. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/06/22. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: SOLVANG THEATERFEST. GRANTEE ADDRESS: PO BOX 917 SOLVANG, CA 93464. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/06/22. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: BETHANIA EVANGELICAL LUTHERAN CHURCH. GRANTEE ADDRESS: 603 ATTERDAG RD SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/06/22. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: SANTA BARBARA COUNTY VETERANS FOUNDATION. GRANTEE ADDRESS: 1715 STILL MEADOW RD SOLVANG, CA 93453. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/26/23. AMOUNT GIVEN: 999. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: FRIENDS OF THE LIBRARY. GRANTEE ADDRESS: 1745 MISSION DRIVE SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/26/23. AMOUNT GIVEN: 2,225. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: SANTA YNEZ VALLEY AIRPORT AUTHORITY, INC.. GRANTEE ADDRESS: 900 AIRPORT ROAD SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/26/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: STUART GILDRED FAMILY YMCA. GRANTEE ADDRESS: 900 N REFUGIO ROAD SANTA YNEZ, CA 93460. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/26/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS . GRANTEE NAME: SANTA YNEZ VALLEY ALANO CLUB. GRANTEE ADDRESS: 320 ALISAL ROAD SOLVANG, CA 93463. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/26/23. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 54,324. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: LICENSES & FEES. AMOUNT: 73. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: EDWARD JONES INVESTMENT - AT COST. BEG. OF YEAR AMOUNT: 280,828. END OF YEAR AMOUNT: 297,132. DESCRIPTION: ACCOUNTS RECEIVABLES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,500. 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.