2019-04-25T15:55:57-05:00 2018-06-30 910189318 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2017-07-01 911686206 YAKIMA ROTARY TRUST YAKI 5094528332 PO BOX 464 YAKIMA WA 98907 JILL FALK PRESIDENT 5094528332 2019-04-24 1 EMINA O CRESSWELL CPA P01217304 5092487750 2019-04-19 12.129.7.100 2019-04-24 18:04:48 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C96F15E91551BFB057D7740D910768FE520FD508 2017 2019-02-21 02:37:17Z JILL FALK PO BOX 464 YAKIMA WA 98907 2086687 0 X WWW.YAKIMAROTARYTRUST.ORG X 1995 WA CHARITABLE ORGANIZATION FUNDING 21 21 0 50 0 0 137794 899613 0 0 76303 37150 51521 864 265618 937627 270455 102500 0 0 0 0 0 0 0 41451 56103 311906 158603 -46288 779024 1446926 2176163 0 0 1446926 2176163 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 111307 102500 DURING THE 2017-18 FISCAL YEAR, THE TRUST CONTINUED THEIR COMMITMENT TO SUPPORTING THE YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, AND YAKIMA SUNRISE ROTARY CLUBS TO PROVIDE GRANTS FOR PROJECTS AND PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN YAKIMA. CURRENT COMMITMENTS INCLUDE MATCHING GRANTS FOR AN AQUATIC CENTER AND A PROJECT WITH FIRST TEE OF YAKIMA. THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MOLLIE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIP 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 AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. SINCE 2010, OVER 340 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIP WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF OVER $7.2 MILLION. 111307 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X CAROLYN FLORY 5094528332 6 S 2ND STREET STE 1104 YAKIMA WA 98901 X JAMES DEGRASSE TRUSTEE 1.00 X 0 0 0 STEVE PILGER TRUSTEE 1.00 X 0 0 0 NANCY LEAHY TRUSTEE 1.00 X 0 0 0 KRIS BELL TRUSTEE 1.00 X 0 0 0 KELLIE CONNAUGHTON TRUSTEE 1.00 X 0 0 0 JOSH LOGSDON TRUSTEE 1.00 X 0 0 0 TRESSA STADEL TRUSTEE 1.00 X 0 0 0 JEFF LOUMAN TRUSTEE 1.00 X 0 0 0 SHERI BROCKWAY TRUSTEE 1.00 X 0 0 0 ERIN BLACK TRUSTEE 1.00 X 0 0 0 ERIC SILVERS SR TRUSTEE 1.00 X 0 0 0 DOUGLAS RICH TRUSTEE 1.00 X 0 0 0 DAVID HARGREAVES TRUSTEE 1.00 X 0 0 0 CRAIG MENDENHALL TRUSTEE 1.00 X 0 0 0 BOB DIPIETRO TRUSTEE 1.00 X 0 0 0 ANN BOWEN TRUSTEE 1.00 X 0 0 0 PATRICK LEAHY TRUSTEE 1.00 X 0 0 0 ALAN COTTLE TREASURER 1.00 X X 0 0 0 JILL FALK PRESIDENT 1.00 X X 0 0 0 PAM CLEAVER SECRETARY 1.00 X X 0 0 0 WES MORRIS VP/PRESIDENT ELECT 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 1110 898503 899613 16434 16434 1168440 1147724 20716 20716 20716 2200 1110 1336 864 864 937627 0 0 38014 102500 102500 10000 10000 25076 25076 2375 2375 7089 7089 175 175 2756 2756 7754 7754 444 444 BOARD EXPENSE 434 434 158603 111307 47296 0 1394965 2176108 51961 55 1446926 2176163 0 0 X 1165759 1088536 281167 1087627 1446926 2176163 1446926 2176163 779024 -49787 0 X 0 0 0 X 84602 130177 152631 137794 899613 1404817 84602 130177 152631 137794 899613 1404817 1404817 13228 24513 21043 16201 16434 91419 1496236 158949 0.93890 0.94250 X 56167 869860 4538 0 62938 867627 72041 7470 20000 3344 56167 299063 -2886 215205 8931 72041 310380 8421 19738 299063 961402 57237 23762 685530 46491 310380 0.00000 0.00000 1.00000 0 0 0 PART V, LINE 4: RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS. 1 YAKIMA ROTARY CHARITIES PO BOX 464 YAKIMA WA 98907 911149272 501(C)(3) 100000 GRANT FOR ROTARY CENTENNIAL AQUATIC CENTER, YAKIMA, WA 1 0 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 2 STEVE PILGER AND CRAIG MENDENHALL HAVE A BUSINESS RELATIONSHIP. ALAN COTTLE AND DAVID HARGREAVES HAVE A BUSINESS RELATIONSHIP. 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 -25 376 YAKIMA ROTARY CHARITABLE FDN