Nonprofit · EIN 77-0407204
ROTARY DISTRICT 5240 CHARITABLE FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $1,213 | $1,558 | -$345 | $58,921 | $0 | $58,921 |
| June 30, 2024 | 990-EZ | $1,329 | $25 | $1,304 | $59,266 | $0 | $59,266 |
| June 30, 2023 | 990-EZ | $864 | $4,525 | -$3,661 | $57,961 | $0 | $57,961 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Investment income
- $1,213
Expenses
- Grants and similar amounts paid
- $1,500
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $58
Balance sheet and other
- Total assets, start of year
- $59,266
- Total assets, end of year
- $58,921
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,921
- Cash, savings and investments
- $58,921
- Gross receipts
- $1,213
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI ARNDT | SECRETARY | 2 | $0 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 |
| NICK FRANKLE | DIRECTOR | 1 | $0 |
| CHRIS BAXTER | DIRECTOR | 1 | $0 |
| BARRY VANDERKELEN | PRESIDENT | 2 | $0 |
| SHERRY SIM | DIRECTOR | 1 | $0 |
| JEFF BELL | DIRECTOR | 1 | $0 |
| MICHAEL DUTRA | DIRECTOR | 1 | $0 |
| MARGARIDA EIDSON | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI ARNDT | SECRETARY | 2 | $0 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 |
| NICK FRANKEL | DIRECTOR | 1 | $0 |
| MARTA BROWN | DIRECTOR | 1 | $0 |
| CHRIS BAXTER | DIRECTOR | 1 | $0 |
| BARRY VANDERKELEN | PRESIDENT | 1 | $0 |
| JASON COREY | DIRECTOR | 1 | $0 |
| SHERRY SIM | DIRECTOR | 1 | $0 |
| JEFF BELL | DIRECTOR | 1 | $0 |
| MICHAEL DUTRA | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY SMITH | DIRECTOR | 2 | $0 |
| VICKI ARNDT | SECRETARY | 2 | $0 |
| JODY DOLAN HOLEHOUSE | TREASURER | 2 | $0 |
| SANDI SCHWARTZ | DIRECTOR | 1 | $0 |
| SCOTT PHILLIPS | DIRECTOR | 1 | $0 |
| NICK FRANKEL | DIRECTOR | 1 | $0 |
| MARTA BROWN | DIRECTOR | 1 | $0 |
| CHRIS BAXTER | DIRECTOR | 0 | $0 |
| BARRY VANDERKELEN | PRESIDENT | 1 | $0 |
| JASON COREY | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 104 W ANAPAMU ST STE B, SANTA BARBARA, CA 93101-3126
- In care of
- % NASIF HICKS HARRIS & CO LLP
- Mailing address (990-N for 2008)
- 3394 Bryant Avenue, Simi Valley CA 93063
- Principal officer (990-N for 2008)
- Donald Gunderson, 3394 Bryant Avenue, Simi Valley CA 93063
- Signed the 990-EZ
- JODY DOLAN HOLEHOUSE, TREASURER
- Phone
- (805) 966-1521
- Return prepared by
- NASIF HICKS HARRIS & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0407204 or by the name ROTARY DISTRICT 5240 CHARITABLE 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
THE MISSION OF THE FOUNDATION IS TO PROVIDE A QUALIFIED CHARITABLE ORGANIZATION TO SUPPORT INDIVIDUAL ROTARY CLUBS OF DISTRICT 5240, MANAGE THE FUNDS FOR THE DISTRICT 5240 TRAVEL GRANTS PROGRAM, THE ROTARACT MATCHING GRANT PROGRAMS AND OTHER PROGRAM OF THE DISTRICT. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, EDUCATION, SCHOLARSHIP, COMMUNITY EVENTS, PARKS AND RECREATION EVENTS, YOUTH PROGRAMS, SENIOR CITIZEN PROGRAMS, PROGRAMS FOR MENTALLY AND PHYSICALLY DISADVANTAGED PEOPLE AND OTHER HEALTH AND HUMANITARIAN NEEDS. THIS FOUNDATION SUPPORTS THE MISSION OF THE ROTARY FOUNDATION: THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION AND THE ALLEVIATION OF POVERTY. THE ROTARY FOUNDATION IS A CHARITABLE, NOT-FOR-PROFIT CORPORATION THAT IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.
Program accomplishments
- GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER.grants $1,500
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0407204
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $58,921
- Income (IRS master file)
- $1,213
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $1,213 | $1,558 | $58,921 | XML |
| 990-EZ | June 2024 | $1,329 | $25 | $59,266 | XML |
| 990-EZ | June 2023 | $864 | $4,525 | $57,961 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Donald Gunderson | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 77-0407204).
Questions about ROTARY DISTRICT 5240 CHARITABLE FOUNDATION
- What is the EIN of ROTARY DISTRICT 5240 CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTARY DISTRICT 5240 CHARITABLE FOUNDATION is 77-0407204.
- Is ROTARY DISTRICT 5240 CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ROTARY DISTRICT 5240 CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY DISTRICT 5240 CHARITABLE FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROTARY DISTRICT 5240 CHARITABLE 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 ROTARY DISTRICT 5240 CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ROTARY DISTRICT 5240 CHARITABLE FOUNDATION?
- The 990-N for 2008 names Donald Gunderson.
- Who are the officers and directors of ROTARY DISTRICT 5240 CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ROTARY DISTRICT 5240 CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $1,213, expenses of $1,558 and total assets of $58,921 at year end.
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All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations