2025-08-12T12:37:10-05:00 2025-06-30 472635420 SEGHETTI WAXLER 749 37TH AVENUE SANTA CRUZ CA 95062 990EZ 2024-07-01 941393956 ROTARY CLUB OF SANTA CRUZ ROTA 8313455182 PO BOX 497 SANTA CRUZ CA 95061 IAN MACKENZIE TREASURER 8313455182 2025-08-06 1 1 CRISTIAN GONZALEZ P01314375 8314257676 2025-08-05 2024 2025-03-06 01:10:19Z X X WWW.SANTACRUZROTARY.ORG X X 144128 X 31250 19 112859 72595 40264 71533 11625 12000 1100 859 247 23677 49508 22025 30446 0 52471 X 20751 38126 9695 14345 30446 52471 0 0 30446 52471 X THE PRIMARY PURPOSE OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER:FIRST, THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE. SECOND, HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY. THIRD, THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE. LASTLY, THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE. SUPPORT ROTARY DISTRICT AND INTERNATIONAL PROGRAMS THROUGH THE FUNDING OF VARIOUS ROTARY PROJECTS SUCH AS POLIO PLUS AND YOUTH LEADERSHIP. 8125 25294 SUPPORT LOCAL COMMUNITY ORGANIZATIONS IN SANTA CRUZ COUNTY THAT PROVIDE OPPORTUNITIES FOR EDUCATIONAL AND SCIENTIFIC PROGRAMS. 3500 3500 28794 IAN MACKENZIE PRESIDENT ELECT/TREASURER 15.00 12000 0 0 JILL STONE PRESIDENT 2.00 0 0 0 WES WALKER SENIOR DIRECTOR 1.00 0 0 0 MATT FALCONER SENIOR DIRECTOR 1.00 0 0 0 ASHLEY THOMPSON SENIOR DIRECTOR 1.00 0 0 0 SARAH MADSEN SENIOR DIRECTOR 1.00 0 0 0 JEANETTE PAGLIARO SECRETARY 1.00 0 0 0 BILL BONSALL JUNIOR DIRECTOR 1.00 0 0 0 ALEENE ALTHOUSE JUNIOR DIRECTOR 1.00 0 0 0 JAN DERECHO JUNIOR DIRECTOR 1.00 0 0 0 JIM COURTRIGHT JUNIOR DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 CA IAN MACKENZIE 1492 SOQUEL AVENUE SANTA CRUZ CA 95062 8314251492 0 0 0 0 0 0 0 WEEKLY MEETINGS 108119 108119 3600 945 60924 BBQ & SOCIALS 4740 4740 7126 112859 112859 3600 945 68050 72595 40264 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: SANTA CRUZ COUNTY BANK. AMOUNT: 19. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ROTARY DISTRICT 5170. GRANTEE ADDRESS: 2570 N FIRST STREET, SUITE 200 SAN JOSE, CA 95131. GRANTEE RELATIONSHIP: AFFILIATED ORGANIZATION. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/18/24. AMOUNT GIVEN: 2,850. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: VARIOUS < 1000. GRANTEE ADDRESS: PO BOX 497 SANTA CRUZ, CA 95061. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 1,376. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: INTERNATIONAL SUPPORT. GRANTEE NAME: THE SANTA CRUZ ROTARY COMMUNITY FUND. GRANTEE ADDRESS: PO BOX 497 SANTA CRUZ, CA 95061. GRANTEE RELATIONSHIP: AFFILIATED ORGANIZATION. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/29/24. AMOUNT GIVEN: 3,899. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: DELAVEAGA ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1145 MORRISSEY BLVD SANTA CRUZ, CA 95065. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/17/25. AMOUNT GIVEN: 3,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,625. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 859. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: DISTRICT AND NATIONAL DUES. AMOUNT: 17,169. DESCRIPTION: PAYROLL PROCESSING. AMOUNT: 150. DESCRIPTION: PRESIDENT ELECT TRAINING. AMOUNT: 1,125. DESCRIPTION: PAYROLL TAXES. AMOUNT: 345. DESCRIPTION: AWARDS AND BADGES. AMOUNT: 718. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 120. DESCRIPTION: CONFERENCES. AMOUNT: 4,000. DESCRIPTION: CA ATTORNEY GENERAL REGISTRATION FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 23,677. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,963. END OF YEAR AMOUNT: 6,641. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 469. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 1,675. END OF YEAR AMOUNT: 2,275. DESCRIPTION: DUE FROM ROTARY ENDOWMENT. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 5,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,288. END OF YEAR AMOUNT: 429. 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.