2014-03-05T17:08:23-06:00 2013-06-30 910189318 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2012-07-01 911686206 YAKIMA ROTARY CHARITABLE FOUNDATION DBA YAKIMA ROTARY TRUST YAKI 5094528332 PO BOX 464 YAKIMA WA 98907 STEVE PILGER 5094528332 2014-03-04 1 STEPHANIE BALA P00314876 5092487750 2012 2015-11-30 17:44:51Z STEVE PILGER PO BOX 464 YAKIMA WA 98907 859766 0 X WWW.YAKIMAROTARYTRUST.ORG X 1995 WA CHARITABLE ORGANIZATION FUNDING 19 19 0 50 0 0 1541368 820480 0 0 11195 5924 17801 1924 1570364 828328 673986 837060 0 0 0 0 0 0 0 160782 140517 834768 977577 735596 -149249 1799838 2339732 63 689206 1799775 1650526 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 265799 158170 THE PRIMARY FOCUS OF THE YAKIMA ROTARY TRUST DURING THE 2012-13 FISCAL YEAR 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) TO MAKE IMPROVEMENTS AT FRANKLIN PARK LOCATED IN YAKIMA, WASHINGTON. THE IMPROVEMENTS TO THE PARK INCLUDED THE CONSTRUCTION OF A ROTARY PAVILION, PLAYGROUND ADJACENT TO THE PAVILION, AND TWO PICNIC SHELTERS. FRANKLIN PARK COVERS APPROXIMATELY 18 ACRES AND IS THE #1 MOST USED PARK WITHIN THE CITY. IT IS SURROUNDED BY MOSTLY SINGLE FAMILY HOMES OCCUPIED BY A WIDE MIX OF FAMILIES OF VARIOUS ETHNIC BACKGROUNDS. IT IS ADJACENT TO A MIDDLE SCHOOL AND THE YAKIMA VALLEY MUSEUM; AND IS HOME TO SIX TENNIS COURTS AND THE CITY'S ONLY OUTDOOR COMMUNITY SWIMMING POOL. THE PAVILION PROVIDES THE COMMUNITY A PLACE TO ENJOY PERFORMANCES FOR YEARS TO COME WHILE THE ADJOINING PLAYGROUND AND PICNIC SHELTERS PROVIDE A SAFE FUN ENVIRONMENT FOR CHILDREN AND THEIR FAMILIES TO PLAY. ALL THREE ARE A TESTAMENT OF THE TRUST'S MISSION OF MAKING OUR COMMUNITY A BETTER PLACE TO LIVE. 703284 678890 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 2012-13 FISCAL YEAR; THE FOURTH YEAR OF THE PROGRAM, THE TRUST AWARDED 31 NEW SCHOLARSHIPS TOTALING $219,000. THE TRUST ALSO PAID OUT $459,890 IN RENEWABLE SCHOLARSHIPS. 969083 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 WA X CAROLYN FLORY 5094528332 6 S 2ND STREET STE 1104 YAKIMA WA 98901 X STEVE PILGER 1.00 X X 0 0 0 SHERI BROCKWAY 1.00 X X 0 0 0 ALAN COTTLE 1.00 X X 0 0 0 JAMES BERG 1.00 X X 0 0 0 DOUG BERND 1.00 X 0 0 0 RALPH BERTHON 1.00 X 0 0 0 PAM CLEAVER 1.00 X 0 0 0 DAVE DION 1.00 X 0 0 0 ROBERT DIPIETRO 1.00 X 0 0 0 JILL FALK 1.00 X 0 0 0 DAVID HARGREAVES 1.00 X 0 0 0 HANK HEFFERNAN 1.00 X 0 0 0 TONY KLEIN 1.00 X 0 0 0 NANCY LEAHY 1.00 X 0 0 0 DAVE MCFADDEN 1.00 X 0 0 0 CRAIG MENDENHALL 1.00 X 0 0 0 WES MORRIS 1.00 X 0 0 0 KEN SMITH 1.00 X 0 0 0 ERIC SILVERS SR 1.00 X 0 0 0 0 0 0 0 0 0 0 TRI-PLY CONSTRUCTION LLC PO BOX 2872 YAKIMA WA 98907 PARK CONSTRUCTION 160881 1 56241 764239 820480 5924 5924 33362 56241 31438 1924 1924 828328 0 0 7848 X 837060 837060 5000 5000 2919 2919 395 395 129887 129887 556 556 180 180 557 557 MISCELLANEOUS 1023 1023 977577 969083 8494 0 1773978 2248461 25860 91271 1799838 2339732 63 689206 63 689206 X 1473750 644124 326025 1006402 1799775 1650526 1799838 2339732 -149249 0 X 0 0 0 X 138500 735385 804652 716368 814480 3209385 138500 735385 804652 716368 814480 3209385 3209385 2202 5225 10593 11195 5924 35139 8668 57487 56773 33845 33362 190135 3434659 7234 0.93440 0.92800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GOLF TOURNAMENT RECEIPTS - 2008 AMOUNT: $ 8,668. 2009 AMOUNT: $ 57,487. 2010 AMOUNT: $ 56,773. 2011 AMOUNT: $ 33,845. 2012 AMOUNT: $ 33,362. SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: CASH CONTRIBUTION DATE: 06/01/13 AMOUNT: 6000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 326025 649811 1710 16144 961402 356523 641699 2437 651750 22884 326025 1.00000 0 0 0 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS. GOLF TOURNAMENT 89603 56241 33362 31438 89603 56241 33362 31438 31438 1924 1 SCHOLARSHIP AMERICA ONE SCHOLARSHIP WAY ST PETER MN 56082 042296967 501(C)(3) 678890 SCHOLARSHIPS SUNRISE ROTARY CLUB OF YAKIMA CHARITIES PO BOX 1590 YAKIMA WA 98907 911563413 501(C)(3) 118085 FUNDING FOR ROTARY PAVILION AT FRANLIN PARK. YAKIMA ROTARY CHARITIES PO BOX 464 YAKIMA WA 98907 911149272 501(C)(3) 40085 FUNDING FOR ROTARY PLAYGROUND AT FRANKLIN PARK. 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. 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 C, LINE 19 GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G SCHOLARSHIP EXPENSES: PROGRAM SERVICE EXPENSES 24,394. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,394. PROJECT EXPENSE: PROGRAM SERVICE EXPENSES 105,493. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,493. SUN YAKIMA LLC PO BOX 464 YAKIMA WA 98907 912024932 REAL ESTATE HOLDING WA -521 1012 YAKIMA ROTARY CHARITABLE FDN