Nonprofit · EIN 33-1125601
SANTA CRUZ ROTARY FOUNDATION
Tax-exempt · SANTA CRUZ, CA 95061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $164,019 | $72,185 | $91,834 | $847,950 | $5,000 | $842,950 |
| June 30, 2024 | 990 | $114,535 | $109,966 | $4,569 | $733,907 | $310 | $733,597 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $40,915
- Program service revenue
- $0
- Investment income
- $59,931
- Net gain from sales of assets
- $42,990
- Net income from fundraising events
- $63,173
- Other revenue
- $63,173
Expenses
- Grants and similar amounts paid
- $60,825
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,625
- Program services (functional)
- $64,515
- Management and general (functional)
- $7,670
Balance sheet and other
- Total assets, start of year
- $733,907
- Total assets, end of year
- $847,950
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $842,950
- Publicly traded securities
- $774,451
- Net assets without donor restrictions
- $842,950
- Gross receipts
- $477,249
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- 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.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| IAN MACKENZIE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $12,000 |
| ERIK DYBDAHL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS CASTILLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRED GAWLICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN BURROUGHS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JILL STONE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JEANETTE PAGLIARO | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE COSTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELO DEBERNARDO | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BOB BOSSO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH MADSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAN DERECHO | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| IAN MACKENZIE | SECRETARY / TREASURER / DI Trustee or director, Officer | 2 | $0 | $12,000 |
| ERIK DYBDAHL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS CASTILLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRED GAWLICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN BURROUGHS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JILL STONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM PARKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANETTE PAGLIARO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELE COSTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELO DEBERNARDO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB DAVIDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BOSSO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDI HAMMANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 497, SANTA CRUZ, CA 95061-0497
- In care of
- % DAVID ROBLES
- Signed the 990
- JEANETTE PAGLIARO, SECRETARY / TREASURER
- Phone
- (831) 234-9966
- Website
- WWW.SANTACRUZROTARY.ORG
- Return prepared by
- SEGHETTI WAXLER
California records
California keeps its own records of charities and corporations. Search them by EIN 33-1125601 or by the name SANTA CRUZ ROTARY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO BENEFIT CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE AREA OF SANTA CRUZ, CALIFORNIA SPECIFICALLY INCLUDING, BUT NOT LIMITED TO EDUCATION SCHOLARSHIPS, COMMUNITY EVENTS, PARKS AND RECREATION, PROGRAMS FOR YOUTH AND SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGED AND OTHER HEALTH AND HUMANITARIAN NEEDS.
Program accomplishments
- THE PRIMARY OBJECTIVE OF THE COMMUNITY FUND IS TO SUPPORT CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE SANTA CRUZ AREA. THE COMMUNITY FUND'S BENEVOLENCE AND GRANTS COMMITTEE DISTRIBUTED FUNDS TO VARIOUS LOCAL ORGANIZATIONS THAT FURTHER THIS OBJECTIVE.Expenses $64,515 · grants $60,825
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-1125601
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $847,950
- Income (IRS master file)
- $477,249
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $164,019 | $72,185 | $847,950 | XML |
| 990 | June 2024 | $114,535 | $109,966 | $733,907 | XML |
| 990 | June 2023 | $116,137 | $63,434 | $658,827 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 33-1125601).
Questions about SANTA CRUZ ROTARY FOUNDATION
- What is the EIN of SANTA CRUZ ROTARY FOUNDATION?
- The employer identification number (EIN) of SANTA CRUZ ROTARY FOUNDATION is 33-1125601.
- Is SANTA CRUZ ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SANTA CRUZ ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA CRUZ ROTARY 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 CRUZ ROTARY 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 CRUZ ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SANTA CRUZ ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does SANTA CRUZ ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $164,019, expenses of $72,185 and total assets of $847,950 at year end.
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