Nonprofit · EIN 95-6060206
SANTA BARBARA ROTARY CHARITABLE FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93160
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $92,410 | $50,195 | $42,215 | $782,697 | $2,415 | $780,282 |
| June 30, 2024 | 990 | $116,312 | $44,484 | $71,828 | $740,483 | $2,416 | $738,067 |
| June 30, 2023 | 990 | $47,205 | $50,259 | -$3,054 | $668,555 | $2,415 | $666,140 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $24,532
- Program service revenue
- $0
- Investment income
- $66,608
- Other revenue
- $1,270
Expenses
- Grants and similar amounts paid
- $47,360
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,385
- Program services (functional)
- $47,360
- Management and general (functional)
- $1,565
- Fundraising (functional)
- $1,270
Balance sheet and other
- Total assets, start of year
- $740,483
- Total assets, end of year
- $782,697
- Total liabilities, end of year
- $2,415
- Net assets, end of year
- $780,282
- Publicly traded securities
- $250,000
- Gross receipts
- $92,410
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1960
- 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 |
|---|---|---|---|
| DANIEL ALDRICH IV | Ex Officio Rep Trustee or director | 1 | $0 |
| KATHLEEN BLAKE | Secretary Trustee or director, Officer | 2 | $0 |
| ROBERT FATCH | President Trustee or director, Officer | 4 | $0 |
| ANDREW HICKS | Vice President Trustee or director, Officer | 4 | $0 |
| JAMES STRETCHBERRY | Director Trustee or director | 1 | $0 |
| DONALD JACK | Treasurer Trustee or director, Officer | 4 | $0 |
| ARUNI BOTEJU | Director Trustee or director | 1 | $0 |
| VAN DO-REYNOSO | Director Trustee or director | 1 | $0 |
| DAVID SHEA | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER LEMERT | Ex Officio Rep Trustee or director | 1 | $0 |
| KATHLEEN BLAKE | Secretary Trustee or director, Officer | 2 | $0 |
| ROBERT FATCH | President Trustee or director, Officer | 4 | $0 |
| ANDREW HICKS | Vice President Trustee or director, Officer | 4 | $0 |
| JAMES STRETCHBERRY | Director Trustee or director | 1 | $0 |
| DONALD JACK | Treasurer Trustee or director, Officer | 4 | $0 |
| ARUNI BOTEJU | Director Trustee or director | 1 | $0 |
| VAN DO-REYNOSO | Director Trustee or director | 1 | $0 |
| DAVID SHEA | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ARMSTRONG | Ex Officio Rep Trustee or director | 1 | $0 |
| KATHLEEN BLAKE | Secretary Trustee or director, Officer | 2 | $0 |
| ROBERT FATCH | President Trustee or director, Officer | 4 | $0 |
| ANDREW HICKS | Vice President Trustee or director, Officer | 4 | $0 |
| JAMES STRETCHBERRY | Director Trustee or director | 1 | $0 |
| DONALD JACK | Treasurer Trustee or director, Officer | 4 | $0 |
| ARUNI BOTEJU | Director Trustee or director | 1 | $0 |
| VAN DO-REYNOSO | Director Trustee or director | 1 | $0 |
| DAVID SHEA | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6268, SANTA BARBARA, CA 93160-6268
- Principal officer (990 for 2024)
- ROBERT FATCH, PO BOX 6268, SANTA BARBARA, CA 931606268
- Signed the 990
- DONALD JACK, Treasurer
- Phone
- (805) 698-9947
- Website
- WWW.SBROTARY.COM
- Return prepared by
- Santa Ynez Valley Tax Professionals Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6060206 or by the name SANTA BARBARA ROTARY 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
TO OBTAIN & PROVIDE FUNDS EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, & TO RECEIVE GIFTS & GRANTS OF MONEY & PROPERTY OF EVERY KIND & TO ADMINISTER THE SAME EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
Program accomplishments
- LOCAL GRANTS - NUMEROUS OTHER LOCAL CHARITABLE PROGRAMS PRIMARILY AIMED AT YOUTH SERVICES FROM MEDICAL AID, AFTER SCHOOL PROGRAMS, AND DRUG ADDICTION INTERVENTION, TO SOCIAL SERVICES FOR FOSTER KIDS, ETC.Expenses $47,360 · grants $22,800
- ERADICATION OF WORLDWIDE POLIO - THROUGH ROTARY INTERNATIONAL PROGRAMS: PAUL HARRIS DIRECTED FUNDS AND POLIO PLUS.grants $3,150
- NATUN GATUELAMA - TO ASSIST WITH DEVELOPMENT OF IMPROVERISHED AREAS OF GUATEMALA AND ITS INDIGENOUS RESIDENTS. FOUNDATION MEMBERS TRAVEL TO GUATEMALA TO AT THEIR OWN COST ANNUALLY TO MONITOR AND IMPLEMENT PROGRAMS SUCH AS ELECTRIFICIATION, CLEAN WATER, EDUCATION, AND HEALTH.grants $5,500
- TEACHER RECOGNITION & YOUTH SERVICESgrants $6,419
- DIRECT RELIEF - PROVIDING SUPPORT FOR LOS ANGELES FIRE VICTIMS.grants $2,891
- ROTARY FOUNDATION OF ROTARY INTERNATIONAL - PAUL HARRIS. SUPPORTING THE WORK OF ROTARY INTERNATIONAL.grants $3,550
- FAMILY CARE NETWORK - PROVIDING SUPPORT FOR LOCAL FOSTER YOUTH.grants $3,050
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
- 95-6060206
- 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
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S82Z)
- Assets (IRS master file)
- $782,697
- Income (IRS master file)
- $92,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $92,410 | $50,195 | $782,697 | IRS |
| 990 | June 2024 | $116,312 | $44,484 | $740,483 | XML |
| 990 | June 2023 | $47,205 | $50,259 | $668,555 | XML |
| 990 | June 2022 | $85,279 | $49,197 | $628,378 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 95-6060206).
Questions about SANTA BARBARA ROTARY CHARITABLE FOUNDATION
- What is the EIN of SANTA BARBARA ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SANTA BARBARA ROTARY CHARITABLE FOUNDATION is 95-6060206.
- Is SANTA BARBARA ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to SANTA BARBARA ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA BARBARA ROTARY CHARITABLE 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 BARBARA ROTARY 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 SANTA BARBARA ROTARY CHARITABLE 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 BARBARA ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 names ROBERT FATCH.
- Who are the officers and directors of SANTA BARBARA ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SANTA BARBARA ROTARY CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $92,410, expenses of $50,195 and total assets of $782,697 at year end.
Other nonprofits in SANTA BARBARA
- PUBLIC WORKS ALLIANCE EIN 87-2189871 · last filed 990 for 2024
- GOLETA VALLEY PROFESSIONAL BUILDINGS INC EIN 77-0004202 · last filed 990 for 2024
- DOWNTOWN SANTA BARBARA IMPROVEMENT ASSOCIATION EIN 99-4692721 · last filed 990 for 2024
- SANTA BARBARA POLICE ACTIVITIES LEAGUE EIN 77-0523426 · last filed 990 for 2025
- SANTA BARBARA PREFERRED HEALTH PARTNERS INC EIN 46-1983091 · last filed 990 for 2024
- JUNIOR LEAGUE OF SANTA BARBARA INC EIN 95-6001744 · last filed 990 for 2025
- FRIENDS OF STATE STREET EIN 88-4389625 · last filed 990-EZ for 2025
- NDIFO COMMUNITY DEVELOPMENT FOUNDATION EIN 99-2860543 · last filed 990 for 2025
All nonprofits in SANTA BARBARA · California · Community improvement and capacity building