2024-11-19T17:27:46-06:00 2024-06-30 472635420 SEGHETTI WAXLER 749 37TH AVENUE SANTA CRUZ CA 95062 990 2023-07-01 942560310 SANTA CRUZ ROTARY ENDOWMENT SANT 8313455182 PO BOX 497 SANTA CRUZ CA 95061 IAN MACKENZIE TREASURER 8313455182 2024-11-13 1 0 CRISTIAN GONZALEZ P01314375 8314257676 2024-11-12 2023 2024-10-15 13:58:12Z IAN MACKENZIE PO BOX 497 SANTA CRUZ CA 95061 672703 0 X WWW.SANTACRUZROTARY.ORG X 1981 CA AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS. 15 15 0 0 0 0 23835 37350 0 0 61832 151882 0 0 85667 189232 75000 49250 0 0 0 0 0 0 0 14549 15550 89549 64800 -3882 124432 1383852 1516966 0 300 1383852 1516666 PROVIDE ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTS. 0 0 56382 49250 AWARDED ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTS 56382 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X IAN MACKENZIE 8313455182 1438 SOQUEL AVENUE SANTA CRUZ CA 95062 LINDA BURROUGHS CHAIRMAN 2.00 X X 0 0 0 ANNIE ASCHE TRUSTEE 1.00 X 0 0 0 IAN MACKENZIE TREASURER 2.00 X X 0 12000 0 BOB BOSSO TRUSTEE 1.00 X 0 0 0 JACK RITCHEY TRUSTEE 1.00 X 0 0 0 JIM COURTRIGHT TRUSTEE 1.00 X 0 0 0 CHARLES ELDRIDGE TRUSTEE 1.00 X 0 0 0 JANET KRASSOW TRUSTEE 1.00 X 0 0 0 VAL MACKEN TRUSTEE 1.00 X 0 0 0 DONNA MAURILLO SECRETARY 2.00 X X 0 0 0 JOHN BURROUGHS TRUSTEE 1.00 X 0 0 0 BURT REES TRUSTEE 1.00 X 0 0 0 JIM ZENNER VICE CHAIRMAN 2.00 X X 0 0 0 BLAINE BROKAW TRUSTEE 1.00 X 0 0 0 KRISTA SNELLING TRUSTEE 1.00 X 0 0 0 0 12000 0 0 0 0 0 0 37350 37350 27390 27390 607963 483471 124492 124492 124492 189232 0 0 151882 19250 19250 30000 30000 1200 1200 14264 7132 7132 CA FILING FEES 50 50 MISCELLANEOUS EXPENSES 36 36 64800 56382 8418 0 2721 134169 1381131 1382797 1383852 1516966 0 300 0 300 X 1383852 1516666 1383852 1516666 1383852 1516966 124432 8382 0 X 0 0 0 X X 1 ROTARY CLUB OF SANTA CRUZ 941393956 10 1 49250 0 1 49250 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 3B: THE BOARD REVIEWS THE SUPPORTED ORGANIZATION'S MONTHLY FINANCIAL STATEMENTS AND THE ANNUAL FORM 990. THE PRIMARY SOURCE OF PUBLIC SUPPORT COMES FROM MEMBERSHIP FEES. THE SUPPORTED ORGANIZATION DOES NOT HAVE ANY INVESTMENT INCOME, OTHER THAN NOMINAL INTEREST INCOME FROM A TRADITIONAL SAVINGS ACCOUNT. PART IV, SECTION A, LINE 3C: THE BOARD HAS MEMBERS ON THE BOARD OF THE SUPPORTED ORGANIZATION TO ENSURE THAT FUNDS ARE USED EXCLUSIVELY FOR PURPOSES DESCRIBED IN SECTION 170(C)(2)(B). THE FINANCIAL STATEMENTS ARE REVIEWED ON A MONTHLY BASIS. PART IV, SECTION D, LINE 3: THE MEMBERS OF THE SUPPORTING ORGANIZATION SERVE ON THE BOARD OF THE ORGANIZATION. THE ORGANIZATION AND ITS SUPPORTING ORGANIZATION HAVE THE SAME TREASURER ON THEIR RESPECTIVE BOARDS. FURTHERMORE, THE MEMBERS OF THE SUPPORTING ORGANIZATION PROVIDE THE MAJORITY OF SUPPORT TO THE ORGANIZATION. PART IV, SECTION E, LINE 2A: SANTA CRUZ ROTARY ENDOWMENT SUPPORTS THE EXEMPT PURPOSES OF THE ROTARY CLUB OF SANTA CRUZ BY PROVIDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO SUPPORT PEOPLE IN THE COMMUNITY. PART IV, SECTION E, LINE 2B: THE SUPPORTED ORGANIZATION WOULD HAVE ENGAGED IN RAISING MONEY AND PROVIDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO STUDENTS IN SANTA CRUZ COUNTY HAD THE ORGANIZATION NOT BEEN IN EXISTENCE. THE SUPPORTED ORGANIZATION'S MAJOR PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE YOUTH LEADERSHIP, AS WELL AS PROVIDING OPPORTUNITIES FOR EDUCATIONAL AND SCIENTIFIC PROGRAMS. 1383852 37650 160264 49250 7132 8418 1516966 1346749 23835 102817 75000 6748 7801 1383852 1435167 65353 -41581 95700 7416 9074 1346749 1172986 10265 311816 46250 6400 7250 1435167 1152763 13325 74382 54250 5870 7364 1172986 0 0 0 DUE TO ROTARY CLUB OF SANTA CRUZ 300 300 PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO MAINTAIN SUPPORT FOR FUTURE ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO STUDENTS IN THE SANTA CRUZ COUNTY. 1 CABRILLO COLLEGE FOUNDATION 946121953 501(C)(3) 19250 0 VOCATIONAL SCHOLARSHIPS ACADEMIC SCHOLARSHIPS 40 30000 PART I, LINE 2: THE BOARD MEETS MONTHLY TO REVIEW PREVIOUSLY ISSUED GRANTS AND TO DISCUSS PROTENTIAL GRANTS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST. SANTA CRUZ ROTARY COMMUNITY FUND PO BOX 497 SANTA CRUZ CA 95061 331125601 PROVIDE CHARITABLE AND EDUCATIONAL PROGRAMS IN SANTA CRUZ AREA CA 501(C)(3) LINE 7 0 ROTARY CLUB OF SANTA CRUZ PO BOX 497 SANTA CRUZ CA 95061 941393956 TO AID THE NEEDY AND DISTRESSED CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 ROTARY CLUB OF SANTA CRUZ R 6400 ROTARY CLUB OF SANTA CRUZ S 6700