2025-04-12T14:55:40-05:00 2024-06-30 910189318 MOSS ADAMS LLP 402 E YAKIMA AVENUE SUITE 110 YAKIMA WA 98901 990 2023-07-01 911686206 YAKIMA ROTARY TRUST YAKI 5094528332 PO BOX 464 YAKIMA WA 98907 KELLIE CONNAUGHTON PRESIDENT 5094528332 2025-04-11 1 0 EMINA O CRESSWELL CPA P01217304 5092487750 2025-04-02 2023 2025-03-06 01:10:19Z KELLIE CONNAUGHTON PO BOX 464 YAKIMA WA 98907 3663203 0 X WWW.YAKIMAROTARYTRUST.ORG X 1995 WA CHARITABLE ORGANIZATION FUNDING 20 20 1 50 0 0 1260034 1114157 0 0 -28399 167544 -19520 30950 1212115 1312651 849810 813526 0 0 20234 20908 0 0 0 48203 45958 918247 880392 293868 432259 3927390 4390550 57749 1573 3869641 4388977 X THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS TO BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA. 0 0 838465 813526 DURING THE 2023-2024 FISCAL YEAR, THE YAKIMA ROTARY TRUST CONTINUED THEIR COMMITMENT TO SUPPORTING THE YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, AND YAKIMA SUNRISE ROTARY CLUBS BY PROVIDING MATCHING GRANTS FOR PROJECTS AND PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN YAKIMA. COMPLETED DURING THE YEAR WERE COMMITMENTS FOR SUPPORT OF OPERATION HARVEST AS WELL AS FUNDS TOWARD THE ROTARY MARKETPLACE IN DOWNTOWN YAKIMA.THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MOLLIE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIPS TO RESIDENTS OF YAKIMA COUNTY WHO PLAN TO CONTINUE THEIR EDUCATION IN UNDERGRADUATE STUDY. RENEWABLE SCHOLARSHIPS FOR TUITION, BOOKS AND MANDATORY CLASS FEES ARE OFFERED FOR FULL-TIME STUDY AT ACCREDITED TWO OR FOUR-YEAR COLLEGES OR UNIVERSITIES OF THE STUDENT'S CHOICE. AS OF JUNE 2024, 532 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIPS WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF OVER $10 MILLION. 838465 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X ROBIN SALTS BECKETT 5094528332 6 S 2ND STREET STE 1104 YAKIMA WA 98901 X KELLIE CONNAUGHTON PRESIDENT 1.00 X X 0 0 0 TOM SPARLING VICE PRESIDENT 1.00 X X 0 0 0 PAM CLEAVER SECRETARY 1.00 X X 0 0 0 JAMES DEGRASSE TREASURER 1.00 X X 0 0 0 LEANNE ANTONIO TRUSTEE 1.00 X 0 0 0 JOHN BAULE TRUSTEE 1.00 X 0 0 0 DIRK BERND TRUSTEE 1.00 X 0 0 0 ERIN BLACK TRUSTEE 1.00 X 0 0 0 CHRIS BROWN TRUSTEE 1.00 X 0 0 0 DANA DWINELL TRUSTEE 1.00 X 0 0 0 RICK FAIRBROOK TRUSTEE 1.00 X 0 0 0 LYNN HARLINGTON TRUSTEE 1.00 X 0 0 0 NATHAN HULL TRUSTEE 1.00 X 0 0 0 PAT LEAHY TRUSTEE 1.00 X 0 0 0 JOSH LOGSDON TRUSTEE 1.00 X 0 0 0 TRESSA MERCY TRUSTEE 1.00 X 0 0 0 DARLENE PICATTI TRUSTEE 1.00 X 0 0 0 SHANE PIERONE TRUSTEE 1.00 X 0 0 0 MATT REEDS TRUSTEE 1.00 X 0 0 0 TAYLOR STORMO TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 108961 1005196 1114157 129502 129502 2356069 2318027 38042 38042 38042 63475 108961 32525 30950 30950 1312651 0 0 198494 89000 89000 724526 724526 19280 19280 1628 1628 5678 5678 15341 15341 5144 5144 901 901 7092 7092 8991 8991 857 857 BOARD EXPENSE 1599 1599 MILEAGE REIMBURSEMENT 355 355 880392 838465 41927 0 3927000 4389770 390 780 3927390 4390550 74 73 57675 1500 57749 1573 X 1402019 1737231 2467622 2651746 3869641 4388977 3927390 4390550 432259 87077 0 X 0 0 0 X 1014050 1518300 1420816 1260034 1114157 6327357 1014050 1518300 1420816 1260034 1114157 6327357 937321 5390036 38398 18164 38087 82442 129502 306593 6633950 105286 0.81250 0.82800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1435048 914091 45910 724526 1670523 1299848 911576 13072 762530 26918 1435048 1165744 899040 643 734236 31343 1299848 1156007 864492 5323 829502 30576 1165744 1187928 847815 7207 858336 28607 1156007 0.00000 0.00000 1.00000 0 0 0 PART V, LINE 4: RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS. GOLF TOURNAMENT 117386 53911 63475 792 21320 CELEBRATION RAISE THE PADDLE 55050 55050 5456 4957 172436 108961 63475 792 5456 26277 32525 30950 1 YAKIMA ROTARY CHARITIES PO BOX 464 YAKIMA WA 98907 911149272 501(C)(3) 71500 0 FOR OPERATION HARVEST ANNUAL DISBURSEMENT AND FOR ROTARY MARKETPLACE YAKIMA VALLEY COMMUNITY FOUNDATION 316 E YAKIMA AVENUE SUITE 201 YAKIMA WA 98901 200697012 501(C)(3) 17500 0 SWIMMING POOL CONSTRUCTION 2 0 SCHOLARSHIPS 102 724526 PART I, LINE 2: THE TRUST AGREEMENT REQUIRES THAT RECIPIENTS OF THE MARY MONROE DAVIS SCHOLARSHIP BE U.S. CITIZENS AND RESIDENTS OF YAKIMA COUNTY. THE PROGRAM ALSO STATES THAT THEY MUST ATTEND SCHOOLS IN THE U.S. RECIPIENTS MUST CONFIRM THEIR COLLEGE AND/OR UNIVERSITY UPON ACCEPTANCE OR RENEWAL. THAT INFORMATION IS USED TO PAY OUT THE SCHOLARSHIP FUNDS THE CHECKS ARE MADE DIRECTLY OUT TO THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 8B THE ROTARY TRUST DOES NOT HAVE COMMITTEES AND THEREFORE DOES NOT CONTEMPORANEOUSLY DOCUMENT THE MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 FORM IS PROVIDED FOR REVIEW TO THE PRESIDENT AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM. IF A CONFLICT EXISTS, THE BOARD MEMBER MUST ABSTAIN FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. SUN YAKIMA LLC PO BOX 464 YAKIMA WA 98907 912024932 REAL ESTATE HOLDING WA 124 451 YAKIMA ROTARY CHARITABLE FDN