SANTA BARBARA ROTARY CHARITABLE FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA ROTARY CHARITABLE FOUNDATION (EIN 95-6060206)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-28
- IRS object ID
- 201820599349301752
- Schema version
- 2016v3.0
- 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 | 2018-02-28T19:46:29-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 | 8059630571 | 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 | PersonTitleTxt |
| Phone | 8059630571 | PhoneNum |
| Signature | 2018-02-27 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.215.182.89 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-27 | IPDt |
| IP Tm | 11:26:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4976345B3EFFF7120C40BA11DC4BCC76074D1784 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4976345B3EFFF7120C40BA11DC4BCC76074D1784 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON SPECHLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1933 CLIFF DR SUITE 26 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $249,478 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | COMMUNITY & INTERNATIONAL SERVICE AND GRANT MAKING RANGING FROM POLIO ERADICATION TO LOCAL FOOD BANKS & EDUC'L PROGRAMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $40,049 | PYContributionsGrantsAmt |
| CY Contributions Grants | $55,724 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $69,785 | PYTotalRevenueAmt |
| CY Total Revenue | $104,187 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,677 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,883 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,045 | PYOtherExpensesAmt |
| CY Other Expenses | $5,142 | CYOtherExpensesAmt |
| PY Total Expenses | $58,722 | PYTotalExpensesAmt |
| CY Total Expenses | $70,025 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,063 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $34,162 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $477,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $560,051 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,970 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,194 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $456,021 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $529,857 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO OBTAIN & PROVIDE FUNDS EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUC'L PURPOSES, & TO RECEIVE GIFTS & GRANTS OF MONEY AND PROPERTY OF EVERY KIND & TO ADMINISTER THE SAME EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC & LITERARY OR EDUCATIONAL PURPOSES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,716 | ExpenseAmt |
| Grant | $14,716 | GrantAmt |
| Desc | SUPPORT ROTARY INTERNATIONAL FOUNDATION'S PROGRAMS BY FUNDRAISING - PARTICULARLY POLIO ERADICATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,100 | ExpenseAmt |
| Grant | $9,100 | GrantAmt |
| Desc | SUPPORTING INDIGINOUS MAYAN FAMILIES IN GUATAMALA THROUGH US 501 C3 ORGANIZATION - WATER RECLAMATION, SANITATION, AND EDUCATIONAL FACILITIES REHABILITATION PROGRAMS AND OTHER INTERNATIONAL SERVICE GRANTS VIA ROTARY AFFILITATED NONPROFITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,863 | ExpenseAmt |
| Grant | $15,863 | GrantAmt |
| Desc | FOSTER KIDS BENEFITS - RAISE MONEY AND SUPPORT FOSTER CHILDREN AND YOUTH IN SANTA BARBARA COUNTY -HOLIDAY GIFT PROGRAMS, EVENT ADMISSIONS, SELECTED DEVELOPMENTAL CLASSES FOR AT RISK FOSTER KIDS IF RECOMMENDED BY COUNTY SOCIAL SERVICES AGENCY AND COLLEGE TUITION PROGRAM-FUNDED DIRECTLY TO COLLEGE STUDENT ADMISSION AND AFTER STUDENT'S APPLICATION EVALUATED BY COMMITTEE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,204 | ExpenseAmt |
| Grant | $25,204 | GrantAmt |
| Desc | NUMEROUS OTHER LOCAL & INTERNATIONAL GRANTS TO SUPPORT COMMUNITY SERVICES, INCLUDING SUBSTANCE ABUSE AWARELNESS,COUNSELLING CENTERS, CANCER SUPPORT, VARIOUS EDUCATIONAL SUPPORT PROGAMS, AFTER SCHOOL PROGRAMS, AND DISABILITY PROGRAM SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $25,204 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $25,204 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $64,883 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARON SPECHLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059630571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1933 CLIFF DRIVE 26 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | 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 |
|---|---|---|---|---|---|---|
| DAVID IRWIN | ||||||
| PRESIDENT AND CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEAN AXELROD | ||||||
| DIRECTOR/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON SPECHLER | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIAN HRADECKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL LAZAROVITZ | ||||||
| DIRECTOR/GRANTS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL DIDIER | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TODD MCGINLEY | ||||||
| DIRECTOR/INVESTMENTS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES CARBERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES ARMSTRONG | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $55,724 | AllOtherContributionsAmt |
| Total Contributions | $55,724 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,364 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,390 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,291 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,099 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,099 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,187 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,463 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,020 | TotalAmt |
| Program Services | $49,020 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,863 | TotalAmt |
| Program Services | $15,863 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117 | TotalAmt |
| Management And General | $117 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,025 | TotalAmt |
| Program Services | $64,883 | ProgramServicesAmt |
| Management And General | $5,142 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,093 | BOYAmt |
| EOY | $25,954 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,898 | BOYAmt |
| EOY | $533,097 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,991 | BOYAmt |
| EOY | $560,051 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,970 | BOYAmt |
| EOY | $30,194 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,970 | BOYAmt |
| EOY | $30,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,021 | BOYAmt |
| EOY | $529,857 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,021 | BOYAmt |
| EOY | $529,857 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,991 | BOYAmt |
| EOY | $560,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $34,162 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $76,773 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$37,099 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | 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 | $50,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,724 | CurrentTaxYearAmt |
| Total | $246,143 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,724 | CurrentTaxYearAmt |
| Total | $246,143 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $246,143 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,744 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,364 | CurrentTaxYearAmt |
| Total | $97,647 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$8 | CurrentTaxYearMinus1YearAmt |
| Total | $110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $343,900 | TotalSupportAmt |
| Public Support CY170 | 0.71570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72190 | 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 | $444,960 | BeginningYearBalanceAmt |
| Contributions | $3,335 | ContributionsAmt |
| Investment Earnings Or Losses | $88,137 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,213 | GrantsOrScholarshipsAmt |
| End Year Balance | $517,219 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $479,623 | BeginningYearBalanceAmt |
| Contributions | $3,367 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,725 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,305 | GrantsOrScholarshipsAmt |
| End Year Balance | $444,960 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $483,531 | BeginningYearBalanceAmt |
| Contributions | $4,985 | ContributionsAmt |
| Investment Earnings Or Losses | $12,506 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,399 | GrantsOrScholarshipsAmt |
| End Year Balance | $479,623 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $416,099 | BeginningYearBalanceAmt |
| Contributions | $5,991 | ContributionsAmt |
| Investment Earnings Or Losses | $81,092 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,651 | GrantsOrScholarshipsAmt |
| End Year Balance | $483,531 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $361,303 | BeginningYearBalanceAmt |
| Contributions | $13,367 | ContributionsAmt |
| Investment Earnings Or Losses | $59,724 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,295 | GrantsOrScholarshipsAmt |
| End Year Balance | $416,099 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.52000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIDELITY INVESTMENTS-ENDOWMENT | $517,219 | F |
| FIDELITY INVESTMENTS-GENERAL FUNDS | $15,878 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $533,097 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| FOSTER CHILDREN HOLIDAY GIVING FUNDS | $943 |
| ROTARY BOOK FUNDS | $1,035 |
| FOSTER CHILDREN GRANTS FUNDS | $2,283 |
| ROTARY INT'L - PAUL HARRIS FUNDS | $17,050 |
| VOCATIONAL PROGRAMS | $733 |
| INTERNATIONAL SERVICE PROJECTS | $500 |
| FOSTER KIDS SCHOLARSHIPS | $7,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,194 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | 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 INTERNATIONAL AND ITS AFFILIATED ENTITIES | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 361707667 | 501(C)(4) | $14,716 | POLIO ERADICATION AND GENERAL HUMANITARIAN AID |
| MAYAN FAMILIES | |||||||
| P O BOX 710400 | SANTEE | CA | 92072 | 208433997 | 501(C)(3) | $9,100 | FACILITATE SUSTAINABLE DEVELOPMENT TO IMPOVERISHED AREAS OF RURAL GUATAMALA |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS AND GRANTS FOR THE BENEFIT OF FOSTER CHILDREN AND YOUTHS - PRIMARILY TO SOCIAL SERVICE SPONSORS OR DIRECTLY TO COLLEGES OR TEACHERS (MUSIC, ATHLETICS, DANCE, ETC). IN ADDITION, SOME HOLIDAY GIFT PURCHASES PROVIDED TO FOSTER CHILDREN VIA SOCIAL SERVICE AGENCIES. | 50 | $15,863 | COSTS OF AWARDS PROVIDED | SEE COLUMN A |
| NO MONEY WAS DISTRIBUTED DIRECTLY TO ANYONE. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUNDS TRANSFERED TO ROTARY INTERNATIONAL CHARITABLE FOUNDATION PERIODICALLY PURSUANT TO LIASON RECOMMENDATIONS AND REPORTED AT OUR CHARITABLE FOUNDATION BOARD MEETINGS. DURING FYE JUNE 30, 2017 $ 2,413 WAS TRANSFERRED FOR RI GENERAL PROGRAMS AND $ 6,521 FOR POLIO ERADICATION PROGRAMS. FUNDS DONATED FOR ASSISTING WITH THE DEVELOPMENT OF IMPOVERISHED AREAS OF GUATAMALA AND ITS INDIGENOUS RESIDENTS THROUGH US BASED CHARITY MAYAN FAMILIES. DURING FYE JUNE 30, 2017 $ 12,836 WAS TRANSFERRED TO MAYAN FAMILIES, A 501(C)(3) ORGANIZATION, FOR THESE PROGRAMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | FOSTER CHILDRENS BENEFITS EXPANDED TO RAISE FUNDS FOR COLLEGE SCHOLARSHIPS FOR LOCAL FOSTER YOUTH - CANDIDATES EVALUATED BY MEMBERS AND ANNUAL AWARDS FORWARDED DIRECTLY TO YOUTH'S COLLEGE AFTER NOTIFICATION OF ADMISSION, ETC. |
| PART IV, LINE 2 | NO SINGLE DONOR CONTRIBUTED $ 5,000 OR MORE DURING THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE SANTA BARBARA ROTARY CHARITABLE FOUNDATION SHALL BE THOSE PERSONS WHO ARE FROM TIME TO TIME MEMBERS OF THE ROTARY CLUB OF SANTA BARBARA. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE GOVERNING BOARD ARE ELECTED BY THE FULL MEMBERSHIP OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGES TO THE BYLAWS MUST BE APPROVED BY THE MEMBERSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | COPY OF 990 CIRCULATED AMONG MEMBERS GOVERNING BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | RECOGNIZED GAIN ON SALE OF STOCKS -37,099. |
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 TO OTHERS AND ADVANCE GOODWILL AND PEACE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SANTA BARBARA DOWNTOWN ROTARY CLUB | ||
| S | $32,433 | FUNDS COLLECTED BY CLUB FOR FNDN |
| SANTA BARBARA DOWNTOWN ROTARY CLUB | ||
| P | $5,000 | REIMB CLUB FOR % OF BOOKKEEPER |