2015-02-06T16:55:52-06:00 2014-06-30 910189318 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2013-07-01 911686206 YAKIMA ROTARY CHARITABLE FOUNDATION DBA YAKIMA ROTARY TRUST YAKI 5094528332 PO BOX 464 YAKIMA WA 98907 SHERI BROCKWAY PRESIDENT 5094528332 2015-02-05 1 HANNA KORESKI P01362850 5092487750 2013 2016-04-25 22:37:26Z SHERI BROCKWAY PO BOX 464 YAKIMA WA 98907 131692 0 X WWW.YAKIMAROTARYTRUST.ORG X 1995 WA CHARITABLE ORGANIZATION FUNDING 21 21 0 50 0 0 820480 84602 0 0 5924 16904 1924 -683 828328 100823 837060 31116 0 0 0 0 0 0 0 140517 43754 977577 74870 -149249 25953 2339732 1726653 689206 83 1650526 1726570 X THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS FROM ROTARIANS AND NON-ROTARIANS. THESE GIFTS WILL BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA. THE GOAL IS TO SELECT OR CREATE PROJECTS THAT HAVE LONG TERM IMPACT. 0 0 27952 23261 THE PRIMARY FOCUS OF THE YAKIMA ROTARY TRUST DURING THE 2013-14 FISCAL YEAR WAS RESEARCH FOR A NEW LARGE COMMUNITY BASED PROJECT TO BENEFIT THE YAKIMA VALLEY. A PROJECT TO DEMOLISH AND RE-BUILD THE YAKIMA FOOD BANK WAS APPROVED. THE OLDEST FOOD BANK IN OUR COMMUNITY, THE YAKIMA FOOD BANK HAS BEEN DOING ITS WORK FOR 40 PLUS YEARS WITHOUT MUCH FANFARE. RUN STRICTLY BY VOLUNTEERS, THEY DISTRIBUTED 591,928 POUNDS OF NUTRITIOUS FOOD IN 2013 TO OVER 89,000 INDIVIDUALS. THEIR CURRENT BUILDING HAS BEEN PATCHED AND MAINTAINED THROUGHOUT THE YEARS BUT WITH SAGGING FLOORS AND LEAKY ROOF IS NO LONGER VIABLE. THE TRUST AGREED TO A FINANCIAL CONTRIBUTION OF 50% OF THE ESTIMATED COSTS UP TO $182,500. PARTNERS IN THE PROJECT ARE THE CITY OF YAKIMA, YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, YAKIMA VALLEY COMMUNITY FOUNDATION, UNITED WAY FOUNDATION, PACIFIC POWER FOUNDATION, YAKIMA FEDERAL SAVINGS AND LOAN, AND FRIENDS OF THE YAKIMA FOOD BANK. ONCE COMPLETED IT WILL BE RENAMED THE YAKIMA ROTARY FOOD BANK. THE LAST FINANCIAL CONTRIBUTIONS WERE COMPLETED FOR IMPROVEMENTS AT FRANKLIN PARK IN YAKIMA, WASHINGTON THAT INCLUDED THE CONSTRUCTION OF A ROTARY PAVILION, PLAYGROUND ADJACENT TO THE PAVILION, AND TWO PICNIC SHELTERS. THE PROJECT WAS A PARTNERSHIP WITH THE CITY OF YAKIMA PARKS AND RECREATION AND THE THREE LOCAL ROTARY CLUBS (YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY AND YAKIMA SUNRISE ROTARY). 33348 7855 THE TRUST IS ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MARY MONROE 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 AND FEES ARE OFFERED EACH YEAR FOR FULL-TIME STUDY AT AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. DURING THE 2013-14 FISCAL YEAR; THE FIFTH YEAR OF THE PROGRAM, THE TRUST AWARDED 36 NEW SCHOLARSHIPS TOTALING $238,500. 61300 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 WA X CAROLYN FLORY 5094528332 6 S 2ND STREET STE 1104 YAKIMA WA 98901 X SHERI BROCKWAY PRESIDENT 1.00 X X 0 0 0 CRAIG MENDENHALL VICE PRESIDENT/PRESIDENT E 1.00 X X 0 0 0 ALAN COTTLE TREASURER 1.00 X X 0 0 0 NANCY LEAHY SECRETARY 1.00 X X 0 0 0 JOHN ADKISON TRUSTEE 1.00 X 0 0 0 RALPH BERTHON TRUSTEE 1.00 X 0 0 0 PAM CLEAVER TRUSTEE 1.00 X 0 0 0 DAVE DION TRUSTEE 1.00 X 0 0 0 ROBERT DIPIETRO TRUSTEE 1.00 X 0 0 0 JILL FALK TRUSTEE 1.00 X 0 0 0 DAVID HARGREAVES TRUSTEE 1.00 X 0 0 0 HANK HEFFERNAN TRUSTEE 1.00 X 0 0 0 TONY KLEIN TRUSTEE 1.00 X 0 0 0 DOUG BERND TRUSTEE 1.00 X 0 0 0 DAVE MCFADDEN TRUSTEE 1.00 X 0 0 0 STEVE PILGER IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 WES MORRIS TRUSTEE 1.00 X 0 0 0 KEN SMITH TRUSTEE 1.00 X 0 0 0 ERIC SILVERS SR TRUSTEE 1.00 X 0 0 0 TRESSA STADEL TRUSTEE 1.00 X 0 0 0 JOHN VORNBROCK TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 84602 84602 13228 13228 33862 30186 3676 3676 3676 0 683 -683 -683 100823 0 0 16221 X 31116 31116 2177 2177 3637 3637 36862 29362 7500 161 161 256 256 290 290 371 371 74870 61300 13570 0 2248461 1726653 91271 0 2339732 1726653 689206 83 689206 83 X 644124 1233689 1006402 492881 1650526 1726570 2339732 1726653 25953 50091 0 X 0 0 0 X 735385 804652 716368 814480 84602 3155487 735385 804652 716368 814480 84602 3155487 3155487 5225 10593 11195 5924 13228 46165 3201652 188701 0.98560 0.93440 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/13 AMOUNT: 6000. DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/12 AMOUNT: 825000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 961402 57237 23762 685530 46491 310380 326025 649811 1710 16144 961402 356523 641699 2437 651750 22884 326025 1.00000 0 0 0 PART V, LINE 4: RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS. 1 SCHOLARSHIP AMERICA ONE SCHOLARSHIP WAY ST PETER MN 56082 042296967 501(C)(3) 7855 SCHOLARSHIPS TRI PLY CONSTRUCTION LLC 106 W PINE STREET YAKIMA WA 98902 912068108 6261 FUNDING FOR ROTARY PLAYGROUND AT FRANKLIN PARK. YAKIMA SOUTHWEST CHARITABLE FUND PO BOX 1624 YAKIMA WA 98907 900667407 501(C)(3) 14000 FUNDING FOR PICNIC SHELTERS AT FRANKLIN PARK. 2 1 PART I, LINE 2: THE EXACT AMOUNT OF FUNDS ARE SENT TO SCHOLARSHIP AMERICA FOR THE NUMBER AND AMOUNT OF SCHOLARSHIPS PROVIDED. SCHOLARSHIP AMERICA ACCEPTS THE APPLICATIONS AND EVALUATES THEM BASED UPON THE CRITERIA SET FORTH BY YAKIMA ROTARY TRUST. QUALIFIED APPLICATIONS ARE SENT BACK TO THE YAKIMA ROTARY TRUST FOR FINAL SELECTION PROCESS. FUNDS SPEND ON THE COMPLETION OF THE ROTARY PAVILION AT FRANKLIN PARK WERE SUBSTANTIATED WITH INVOICES RECEIVED DIRECTLY FROM THE CONSTRUCTION COMPANY AND INVOICES PROVIDED BY YAKIMA SOUTHWEST CHARITABLE FUND FOR THE EXPENSES THEY HAD INCURRED FOR THE CONSTRUCTION OF THE ROTARY PAVILION. 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 11 THE COMPLETED 990 FORM IS PROVIDED FOR REVIEW TO THE PRESIDENT AND TREASURER. THE 990 IS SIGNED BY THE PRESIDENT OF THE ORGANIZATION. 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. FORM 990, PART IX, LINE 11G SCHOLARSHIP EXPENSES: PROGRAM SERVICE EXPENSES 25,493. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,493. PROJECT EXPENSE: PROGRAM SERVICE EXPENSES 3,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,869. CLERICAL SUPPORT EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,500. SUN YAKIMA LLC PO BOX 464 YAKIMA WA 98907 912024932 REAL ESTATE HOLDING WA 0 732 YAKIMA ROTARY CHARITABLE FDN