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Nonprofit · EIN 23-7137844

SANTA MONICA ROTARY CLUB FOUNDATION

Tax-exempt · SANTA MONICA, CA 90401

Financials

$96K$210K2022$189K$223K2023$384K$268K2024
Revenue Expenses · by fiscal year end
Financials of SANTA MONICA ROTARY CLUB FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$384,480$267,856$116,624$1,130,738$20,000$1,110,738
June 30, 2024990$188,540$222,589-$34,049$994,114$0$994,114
June 30, 2023990$96,291$210,084-$113,793$1,028,663$500$1,028,163
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$202,158
Program service revenue
$0
Investment income
$187,783
Net gain from sales of assets
$160,635
Net income from fundraising events
-$6,011
Other revenue
-$5,461

Expenses

Grants and similar amounts paid
$153,375
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$249,900
Management and general (functional)
$14,641
Fundraising (functional)
$3,315

Balance sheet and other

Total assets, start of year
$994,114
Total assets, end of year
$1,130,738
Total liabilities, end of year
$20,000
Net assets, end of year
$1,110,738
Publicly traded securities
$970,744
Gross receipts
$1,897,733
Employees
0
Volunteers
50
Year formed
1972
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID BOHNVICE PRESIDENT
Trustee or director, Officer
0.3$0
CAROL O JACKSONSECRETARY/TREASURER
Trustee or director, Officer
1.5$0
RICHARD LAWRENCETRUSTEE
Trustee or director
0.3$0
HAROLD H QUIGLEYTRUSTEE
Trustee or director
0.3$0
NATHANIEL TRIVESTRUSTEE
Trustee or director
0.3$0
DOROTHY MENZIESPRESIDENT
Trustee or director, Officer
1$0
TOM LOOTRUSTEE
Trustee or director
0.3$0
BILL POWELLTRUSTEE
Trustee or director
0.3$0
SHARON GAVINTRUSTEE
Trustee or director
0.3$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
DAVID BOHNVICE PRESIDENT
Trustee or director, Officer
0.3$0
CAROL O JACKSONSECRETARY/TREASURER
Trustee or director, Officer
1.5$0
RICHARD LAWRENCETRUSTEE
Trustee or director
0.3$0
HAROLD H QUIGLEYTRUSTEE
Trustee or director
0.3$0
NATHANIEL TRIVESTRUSTEE
Trustee or director
0.3$0
DOROTHY MENZIESPRESIDENT
Trustee or director, Officer
1$0
TOM LOOTRUSTEE
Trustee or director
0.3$0
BILL POWELLTRUSTEE
Trustee or director
0.3$0
SHARON GAVINTRUSTEE
Trustee or director
0.3$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
DAVID BOHNVICE PRESIDENT
Trustee or director, Officer
0.3$0
CAROL O JACKSONTREASURER
Trustee or director, Officer
1$0
RICHARD LAWRENCETRUSTEE
Trustee or director
0.3$0
JUDY NEVEAUSECRETARY
Trustee or director, Officer
0.5$0
HAROLD H QUIGLEYTRUSTEE
Trustee or director
0.3$0
NATHANIEL TRIVESTRUSTEE
Trustee or director
0.3$0
DOROTHY MENZIESPRESIDENT
Trustee or director, Officer
1$0
TOM LOOTRUSTEE
Trustee or director
0.3$0
BILL POWELLTRUSTEE
Trustee or director
0.3$0

Address and contacts

Address (IRS master file)
320 WILSHIRE BLVD STE 208, SANTA MONICA, CA 90401-1344
In care of
% LOPEZ & JACKSON
Principal officer (990 for 2024)
DOROTHY MENZIES, 102 FOXTAIL, SANTA MONICA, CA 90402
Signed the 990
CAROL JACKSON, TREASURER
Phone
(310) 451-8871

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7137844 or by the name SANTA MONICA ROTARY CLUB FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE ASSISTANCE TO NONPROFIT ORGANIZATIONS IN THE SANTA MONICA BAY AREA THROUGH FOUNDATION GRANTS, TO SUPPORT PROJECTS OF ROTARY INTERNATIONAL, AND TO AWARD SCHOLARSHIPS TO WORTHY STUDENTS IN LOCAL SCHOOLS

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE GRANTS TO VARIOUS CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ACTIVITIES IN THE SANTA MONICA BAY AREA
    Expenses $95,875 · grants $95,875
  • TO PROVIDE SCHOLARSHIPS TO STUDENTS OF LOCAL HIGH SCHOOLS AND COMMUNITY COLLEGE
    Expenses $15,500 · grants $15,500
  • TO SUPPORT PROJECTS OF ROTARY INTERNATIONAL
    Expenses $58,045 · grants $42,000
  • EXPENSES RELATED TO PROGRAM SERVICE
    Expenses $80,480

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7137844
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1972
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,130,738
Income (IRS master file)
$1,897,733

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$384,480$267,856$1,130,738IRS
990June 2024$188,540$222,589$994,114IRS
990June 2023$96,291$210,084$1,028,663XML
990June 2022$302,239$253,816$1,049,124IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7137844).

Questions about SANTA MONICA ROTARY CLUB FOUNDATION

What is the EIN of SANTA MONICA ROTARY CLUB FOUNDATION?
The employer identification number (EIN) of SANTA MONICA ROTARY CLUB FOUNDATION is 23-7137844.
Is SANTA MONICA ROTARY CLUB FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to SANTA MONICA ROTARY CLUB FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does SANTA MONICA ROTARY CLUB FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SANTA MONICA ROTARY CLUB FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SANTA MONICA ROTARY CLUB FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SANTA MONICA ROTARY CLUB FOUNDATION?
The 990 for the year ended June 30, 2025 names DOROTHY MENZIES.
Who are the officers and directors of SANTA MONICA ROTARY CLUB FOUNDATION?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does SANTA MONICA ROTARY CLUB FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $384,480, expenses of $267,856 and total assets of $1,130,738 at year end.

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