SANTA BARBARA ROTARY CHARITABLE FOUNDATION: Form 990, tax year 2021
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- Organization
- SANTA BARBARA ROTARY CHARITABLE FOUNDATION (EIN 95-6060206)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-23
- IRS object ID
- 202300239349301875
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-23T16:55:14-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770048636 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTI SPECHLER SARMIENTO MCKAY & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1933 CLIFF DR STE 26 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931091591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956060206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA ROTARY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8054529494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6268 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931606268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON SPECHLER | PersonNm |
| Person Title | TREASURER/DIRECTOR | PersonTitleTxt |
| Phone | 8054529494 | PhoneNum |
| Signature | 2023-01-05 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AARON | PersonFirstNm |
| Person Last | SPECHLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SPECHLER CPA | PreparerPersonNm |
| PTIN | P00153630 | PTIN |
| Phone | 8059630571 | PhoneNum |
| Preparation | 2023-01-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW HICKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6268 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,279 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBROTARY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $31,430 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,096 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,188 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,183 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $63,618 | PYTotalRevenueAmt |
| CY Total Revenue | $85,279 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $44,855 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,606 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,585 | PYOtherExpensesAmt |
| CY Other Expenses | $2,591 | CYOtherExpensesAmt |
| PY Total Expenses | $47,440 | PYTotalExpensesAmt |
| CY Total Expenses | $49,197 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,178 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $36,082 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $740,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $628,378 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,309 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $736,619 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $625,069 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,615 | ExpenseAmt |
| Grant | $7,615 | GrantAmt |
| Desc | ERADICATION OF WORLDWIDE POLIO - THROUGH ROTARY INTERNATIONAL PROGRAMS: PAUL HARRIS DIRECTED FUNDS AND POLIO PLUS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,200 | ExpenseAmt |
| Grant | $6,200 | GrantAmt |
| Desc | SUPPORTING INDIGENOUS MAYAN FAMILIES IN GUATAMALA THROUGH US 501 C3 ORGANIZATION - WATER RECLAMATION, SANITATION, AND EDUCATIONAL FACILIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,000 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Desc | PEER COUNSELING PROGRAM FOR SUPPORT OF SENIOR CITIZENS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,791 | ExpenseAmt |
| Grant | $27,791 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $27,791 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $27,791 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $46,606 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON SPECHLER | PersonNm |
| Phone | 8054529494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 387 NARAGANSETT COURT | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KATHLEEN BLAKE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARUNI BOTEJU | ||||||
| TRUSTEE/DIRE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB FATCH | ||||||
| PRESIDENT AN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CONNIE GREEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARRETT GRUENDYKE | ||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW HICKS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG KNOWLES | ||||||
| TRUSTEE/DIRE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON SPECHLER | ||||||
| TREASURER/DI | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES STRETCHBERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $28,096 | AllOtherContributionsAmt |
| Total Contributions | $28,096 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,183 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,183 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,356 | TotalAmt |
| Program Services | $44,356 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250 | TotalAmt |
| Program Services | $2,250 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41 | TotalAmt |
| Management And General | $41 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOVERNMENTAL FILING FEES | Desc |
| Total | $50 | TotalAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,197 | TotalAmt |
| Program Services | $46,606 | ProgramServicesAmt |
| Management And General | $2,591 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,059 | BOYAmt |
| EOY | $16,657 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,917 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,252 | BOYAmt |
| EOY | $611,721 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,228 | BOYAmt |
| EOY | $628,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,609 | BOYAmt |
| EOY | $3,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,609 | BOYAmt |
| EOY | $3,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,619 | BOYAmt |
| EOY | $625,069 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,619 | BOYAmt |
| EOY | $625,069 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,228 | BOYAmt |
| EOY | $628,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $36,082 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$147,632 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,096 | CurrentTaxYearAmt |
| Total | $167,072 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,096 | CurrentTaxYearAmt |
| Total | $167,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $167,072 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,183 | CurrentTaxYearAmt |
| Total | $206,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $373,353 | TotalSupportAmt |
| Public Support CY170 | 0.44750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $723,252 | BeginningYearBalanceAmt |
| Contributions | $8,271 | ContributionsAmt |
| Investment Earnings Or Losses | -$90,448 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,321 | GrantsOrScholarshipsAmt |
| End Year Balance | $611,754 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $539,992 | BeginningYearBalanceAmt |
| Contributions | $5,560 | ContributionsAmt |
| Investment Earnings Or Losses | $199,270 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,570 | GrantsOrScholarshipsAmt |
| End Year Balance | $723,252 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $560,359 | BeginningYearBalanceAmt |
| Contributions | $7,926 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,329 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,964 | GrantsOrScholarshipsAmt |
| End Year Balance | $539,992 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $560,358 | BeginningYearBalanceAmt |
| Contributions | $2,370 | ContributionsAmt |
| Investment Earnings Or Losses | $18,165 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,533 | GrantsOrScholarshipsAmt |
| End Year Balance | $560,359 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $517,219 | BeginningYearBalanceAmt |
| Contributions | $2,210 | ContributionsAmt |
| Investment Earnings Or Losses | $60,611 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,682 | GrantsOrScholarshipsAmt |
| End Year Balance | $560,358 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FOSTER CHILDREN HOLIDAY GIVING FUNDS | $1,915 |
| FOSTER CHILDREN GRANTS FUNDS | $894 |
| ROTARY INT'L - PAUL HARRIS FUNDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,309 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS HELD FOR INCOME AND APPRECIATION OVER LONG TERM. DESIGNATED % WITHDRAWN EACH YEAR BASED ON AVERAGE BALANCES TO BE USED TO FUND ANNUAL FOUNDATION GIFTING PROGRAMS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ROTARY INT'L & ITS AFFILIATES | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 361707667 | 501C4 | $7,615 | POLIO ERADIC'N ETC |
| MAYAN FAMILIES | |||||||
| P O BOX 710400 | SANTEE | CA | 92072 | 208433997 | 501C3 | $6,200 | ASSIST MAYAN PEOPLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | MONITORING: FUNDS TRANSFERED TO ROTARY INTERNATIONAL CHARITABLE FOUNDATION PERIODICALLY PURSUANT TO LIASON RECOMMENDATIONS AND REPORTED AT OUR CHARITABLE FOUNDATION BOARD MEETINGS. DURING FYE JUNE 30, 2022 4,615 WAS TRANSFERRED FOR RI GENERAL PROGRAMS AND 3,000 FOR POLIO ERADICATION PROGRAMS. FUNDS FOR "MAYAN FAMILIES" ARE DONATED FOR ASSISTING WITH THE DEVELOPMENT OF IMPORVERISHED AREAS OF GUATAMALA AND IT INDIGENOUS RESIDENTS THROUGH US BASED CHARITY "MAYAN FAMILIES," A 501C3 ORGANIZATION. FUNDS INTENDED FOR SPECIFIC PURPOSES; FOUNDATION MEMBERS ARE "HANDS ON" ONSITE TO IMPLEMENT THE PROGRAMS - HOUSING, WATER, POWER, ETC. FUNDS FOR OTHER PROGRAMS ARE LOCAL, MEMBERS ARE AWARE OF THESE CHARITIES AND OFTEN INVOLVED IN THEIR ACTIVITIES AND MANY REPORTS ARE RECEIVED ABOUT THE USE OF THESE FUNDS INCLUDING PRESENTATIONS BY THE CHARITIES ABOUT THEIR PROGRAMS. |
| SCHEDULE I, PAGE 4, PART IV | SCHED I - PART II - COL (H) PURPOSES OF GRANTS - LINE 1A - ROTARY INTERNATIONAL GRANTS TO FUND POLIO ERADICATION AND PAUL HARRIS PROGRAMS FOR INTERNATIONAL GENERAL WELFARE LINE 1A - GRANTS TO "MAYAN FAMILIES," A US BASED 501C3, TO ASSIST WITH DEVELOPMENT OF IMPOVERISHED AREAS OF GUATAMALA AND ITS INDIGENOUS RESIDENTS. FOUNDATION MEMBERS TRAVEL TO GUATAMALA AT THEIR OWN COST ANNUALLY TO MONITOR AND IMMPLEMENT PROGRAMS SUCH AS ELECTRIFICATION, CLEAN WATER, EDUCATION, AND HEALTH. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S 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. |
| FORM 990, PAGE 2, PART III, LINE 4D | 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. |
| FORM 990, PAGE 6, PART VI, LINE 6 | YES. ALL MEMBERS OF ROTARY CLUB OF SANTA BARBARA ARE MEMBERS OF SANTA BARBARA ROTARY CHARITABLE FOUNDATION. NO CLUB DIRECTORS OR OFFICERS ARE DIRECTORS OR OFFICERS OF FOUNDATION EXCEPT FOR CLUB PRESIDENT, WHO IS EX OFFICIO MEMBER OF FOUNDATION BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 7A | BOARD MEMBERS ELECTED BY FULL MEMBERSHIP OF FOUNDATION |
| FORM 990, PAGE 6, PART VI, LINE 7B | YES. MEMBERS NOTIFIED OF BOARD MEETINGS AND OPEN TO TO ATTENDANCE. CLUB PRESIDENT IS EX-OFFICIO ON FOUNDATION BOARD. MEMBERSHIP CAN INFLUENCE OR OVERRIDE FOUNDATION ACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 10B | NO CHAPTERS OF OUR ORGANIZATION. ONLY THE MAIN BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | 990 PROVIDED TO BOARD PRIOR TO FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | INQUIRY MADE AND CONFIRMATION RECEIVED FROM MEMBERS EACH YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | NO COMPENSATION PAID TO ANYONE |
| FORM 990, PAGE 6, PART VI, LINE 15B | NO COMPENSATION PAID TO ANYONE |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS AVAILABLE UPON REQUEST. NO REQUESTS RECEIVED THIS YEAR. FINANCIALS PRESENTED TO BOARD AT ALL MEETINGS AND APPROVED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF SANTA BARBARA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6268 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951165779 | EIN |
| Primary Activities | SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501C4 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SANTA BARBARA DOWNTOWN ROTARY CLUB | ||
| P | $2,500 | REIMB CLUB FOR % OF BOOKK |
| SANTA BARBARA DOWNTOWN ROTARY CLUB | ||
| S | $24,046 | COLL"D BY CLUB 4 FND'N |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | SCHED R PART II LINE 1, COL (H) - PRIMARY ACTIVITY OF ROTARY CLUB OF SANTA BARBARA (RCSB) IS SERVICE TO COMMUNITY, EDUCATION, AND FELLOWSHIP. ALL MEMBERS OF RCSB ARE MEMBERS OF ROTARY FOUNDATION, ITS CHARITABLE ARM. | ExplanationTxt |