2024-05-14T15:47:55-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990EZ 2022-07-01 592998020 YBOR CITY ROTARY FOUNDATION INC YBOR 8134044490 PO BOX 5931 TAMPA FL 336755931 TOM SCARRITT PRESIDENT 8134044490 2024-05-13 1 TOM SCARRITT 999009999 1 TINA HENTON P00630282 4078021200 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X N/A X X 92012 X 77079 8066 6867 6867 92012 23500 1371 564 25435 66577 246156 0 312733 X 269786 343149 269786 343149 23630 30416 246156 312733 X TO FUNCTION AS AN ORGANIZATION FOCUSING ON PROVIDING EDUCATIONAL SCHOLARSHIPS AND OTHER COMMUNITY SERVICE PROJECTS. THE FOUNDATION PROVIDED SCHOLARSHIPS TO DESERVING STUDENTS, BOTH DIRECTLY TO THE STUDENTS AND TO EDUCATIONAL INSTITUTIONS. THE FOUNDATION ALSO REACHED OUT TO VARIOUS CHARITABLE ORGANIZATIONS AND DONATED FUNDS TO THEIR PROGRAMS TO ADVANCE THEIR EXEMPT PURPOSES. 23500 23500 23500 JOHN DINGFELDER PRESIDENT 1.00 0 0 0 JENI LA PAGLIA IMMEDIATE PAST PRESIDENT 1.00 0 0 0 CLINT FREEMAN TREASURER 1.00 0 0 0 STEVE BENNETT DIRECTOR 1.00 0 0 0 ANTHONY SCAGLIONE DIRECTOR 1.00 0 0 0 TOM SCARRIT DIRECTOR (PRESIDENT FOR FY23-24) 1.00 0 0 0 KEVIN BURNS DIRECTOR 1.00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FL CLINT FREEMAN 201 NORTH FRANKLIN ST SUITE 2500 TAMPA FL 33602 8133842700 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB 591158667 10 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 1 1 PART IV, SECTION A, LINE 1 THE YBOR CITY ROTARY FOUNDATION WAS FOUNDED BY THE ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB IN ORDER TO BE ITS CHARITABLE ARM. THE FOUNDATION HAS BEEN THAT VEHICLE SINCE ITS FOUNDING. IT MAKES GRANTS TO PUBLIC SCHOOLS AND OTHER CHARITABLE ORGANIZATIONS IN CONSULTATION WITH THE ROTARY CLUB. ITS BOARD OF DIRECTORS IS MADE UP LARGELY OF PAST PRESIDENTS OF THE ROTARY CLUB AND ALL MEMBERS OF THE ROTARY CLUB ARE MEMBERS OF THE FOUNDATION. PART IV, SECTION A, LINE 3B THE ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB COMPLETES A SCHEDULE A WORKSHEET EACH YEAR TO ENSURE THAT IT MEETS THE PUBLIC SUPPORT TESTS UNDER 509(A)(2). PART IV, SECTION A, LINE 3C THE YBOR CITY ROTARY FOUNDATION DOES NOT GIVE MONEY TO THE ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB. THE ROTARY CLUB DONATES MONEY TO THE FOUNDATION. THE GRANTEE ORGANIZATIONS ARE CHOSEN AT A JOINT BOARD MEETING BETWEEN MEMBERS OF THE BOARD OF THE ROTARY CLUB AND THE FOUNDATION. PART IV, SECTION D, LINE 2 A MAJORITY OF THE MEMBERS OF THE YBOR CITY ROTARY FOUNDATION ARE PAST PRESIDENTS OF THE ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB. ALL MEMBERS OF THE ROTARY CLUB ARE MEMBERS OF THE FOUNDATION. ADDITIONALLY, THE ROTARY CLUB RAISES FUNDS FOR THE FOUNDATION AND THE GRANTS ARE DECIDED UPON BY JOINT MEETINGS OF THE TWO BOARDS OF DIRECTORS. ROTARY CLUB MEMBERS PROVIDE THE BOOKEEPING AND INTERNAL GOVERNANCE OF BOTH ORGANIZATIONS AND THE TREASURER OF THE ROTARY CLUB IS ALSO THE TREASURER OF THE FOUNDATION. PART IV, SECTION D, LINE 3 ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB'S MEMBERS AND PAST PRESIDENTS ARE MEMBERS OF THE BOARD OF THE YBOR CITY ROTARY FOUNDATION. THE TREASURER OF THE ROTARY CLUB IS ALSO TREASURER OF THE FOUNDATION. IN THIS WAY, THE ROTARY CLUB HAS A SIGNIFICANT VOICE IN THE FOUNDATION'S INVESTMENT ACTIVITIES AS WELL AS IN DIRECTING THE USE OF THE FOUNDATION'S ASSETS AND INCOME AT ALL TIMES DURING THE YEAR. PART IV, SECTION E, LINE 2A ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB, THE SUPPORTED ORGANIZATION, ADHERES TO THE MISSION OF ROTARY INTERNATIONAL WHICH IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS THAT GIVE THEIR TIME AND RESOURCES TOWARDS HUMANITARIAN SERVICE. THE ROTARY CLUB CONTINUES THE TRADITION OF ENCOURAGING HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELPING TO BUILD GOODWILL AND PEACE IN ITS COMMUNITY AND THROUGHOUT THE WORLD. THE YBOR CITY ROTARY FOUNDATION DIRECTLY FURTHERS THIS WORK BY BEING THE DIRECT MAKER OF GRANTS DESIGNED TO BETTER THE COMMUNITY AND THE PEOPLE IN IT. IT IS RESPONSIVE TO THE ROTARY CLUB IN THAT IT WORKS WITH THE ROTARY CLUB TO DECIDE THE RECIPIENTS OF THE FUNDS RAISED BY THE CLUB'S ACTIVITIES AND THE AMOUNT THAT EACH RECIPIENT WILL RECEIVE. PART IV, SECTION E, LINE 2B ROTARY INTERNATIONAL - YBOR CITY ROTARY CLUB IS DEDICATED TO BETTERING ITS COMMUNITY AND THE PEOPLE IN IT. IF THE FOUNDATION DID NOT EXIST TO SUPPORT THE ROTARY CLUB, THE ROTARY CLUB WOULD HAVE TO DO THE WORK OF SOLICITING BOTH GRANT FUNDS AND GRANT REQUESTS, VETTING THE POSSIBLE GRANT RECIPIENTS AND DOING ANY REQUIRED FOLLOW-UP WORK ON ITS OWN. IT FOUNDED THE FOUNDATION IN ORDER TO SOLICIT CHARITABLE DONATIONS TO ASSIST IN FUNDING ITS GRANTS AND TO DO THE "LEG WORK" IN IDENTIFYING QUALIFIED GRANT RECIPIENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 2,040. DESCRIPTION: DIVIDENDS. AMOUNT: 6,026. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,066. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNIVERSITY OF SOUTH FLORIDA USF FOUNDATION. GRANTEE ADDRESS: 4202 E. FOWLER AVE. TAMPA, FL 33620. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY'S CAMP FLORIDA. GRANTEE ADDRESS: 1915 CAMP FLORIDA RD. BRANDON, FL 33510. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: MEALS ON WHEELS OF TAMPA. GRANTEE ADDRESS: 5320 N BLVD TAMPA, FL 33603. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: SHORE ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1908 E 2ND AVE. TAMPA, FL 33605. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: YBOR CITY MUSEUM SOCIETY. GRANTEE ADDRESS: P.O. BOX 5421 TAMPA, FL 33675. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: ANGEL FOUNDATION FLORIDA. GRANTEE ADDRESS: 1210 MUSEUM PARKWAY, #2010 BRANDON, FL 33511. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: BOYS AND GIRLS CLUB OF TAMPA BAY. GRANTEE ADDRESS: 1307 N MCDILL AVE. TAMPA, FL 33607. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: ERWIN TECHNICAL COLLEGE. GRANTEE ADDRESS: 2010 E HILLSBOROUGH AVE TAMPA, FL 33610. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: VOODOO CHEF FOUNDATION INC. GRANTEE ADDRESS: 9624 FREDERICKSBURG RD TAMPA, FL 33635. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 23,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: LICENSES AND FEES. AMOUNT: 509. DESCRIPTION: BANK CHARGES. AMOUNT: 55. TOTAL TO FORM 990-EZ, LINE 16: 564. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: GRANT PAYABLE. BEG. OF YEAR AMOUNT: 11,030. END OF YEAR AMOUNT: 10,272. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 12,600. END OF YEAR AMOUNT: 20,144.