2012-11-08T11:35:04-06:00 2012-06-30 910189318 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2011-07-01 911686206 YAKIMA ROTARY CHARITABLE FOUNDATION DBA YAKIMA ROTARY TRUST YAKI 5094528332 PO BOX 464 YAKIMA WA 98907 STEVE PILGER 5094528332 2012-11-08 1 STEPHANIE BALA P00314876 5092487750 2011 2016-02-24 21:20:13Z STEVE PILGER PO BOX 464 YAKIMA WA 98907 1586408 0 X WWW.YAKIMAROTARYTRUST.ORG X 1995 WA CHARITABLE ORGANIZATION FUNDING 18 18 0 50 0 0 804652 1541368 0 0 10593 11195 20508 17801 835753 1570364 522000 673986 0 0 0 0 0 0 0 33524 160782 555524 834768 280229 735596 1172603 1799838 0 63 1172603 1799775 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 152262 THE FOCUS OF THE YAKIMA ROTARY TRUST WAS TWO-FOLD IN THE 2011-12 FISCAL YEAR. THE FIRST GOAL WAS THE COMPLETION OF THE FINAL PHASE IN AN ON-GOING EXPANSION OF KIWANIS PARK. THE EXPANSION INCLUDED THE TRANSFER OF PROPERTY PURCHASED BY THE TRUST TO THE CITY OF YAKIMA, THE CONSTRUCTION OF THREE HIGH QUALITY GIRLS' FAST PITCH AND YOUTH BALL FIELDS, AND THE CONSTRUCTION OF A CONCESSION STAND. THE PROJECT WAS THE RESULT OF A PARTNERSHIP BETWEEN THE YAKIMA ROTARY TRUST, KIWANIS TRUST, LIONS TRUST, YAKIMA SCHOOL DISTRICT AND THE CITY OF YAKIMA. THE LOCATION OF THE EXPANSION IS A NEIGHBORHOOD WITHIN THE CITY OF YAKIMA WITH 28,303 RESIDENTS OF WHICH 11 PERCENT ARE CHILDREN AGED 5 YEARS OR YOUNGER. THE POPULATION HAS A HIGH RATE OF POVERTY AND LOW EDUCATIONAL ATTAINMENT WITH MORE THAN HALF OF THE RESIDENTS OVER AGE 25 NOT HAVING COMPLETED HIGH SCHOOL. NEARLY TWO-THIRDS ARE HISPANIC OR LATINO AND MORE THAN HALF SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME. FAMILIES HAVE LIMITED ACCESS TO RECREATIONAL FACILITIES OF THE KIND INCLUDED IN THE PARK PROJECT. VISIBLE FROM INTERSTATE 82, WHICH PASSES THROUGH YAKIMA BY THE PARK, THE BALL FIELDS AND PLAYGROUND WILL ENHANCE THE BEAUTY OF THE REGION, CREATING ANOTHER POSITIVE IMAGE FOR RESIDENTS AND VISITORS. 675134 651750 THE SECOND FOCUS OF THE YAKIMA ROTARY TRUST WAS THE ADMINISTRATION OF 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 2011-12 FISCAL YEAR; THE THIRD YEAR OF THE PROGRAM, THE TRUST AWARDED 41 NEW SCHOLARSHIPS TOTALING $285,000. THE COMMITMENT FOR ALL SCHOLARSHIPS AWARDED TO DATE OVER THEIR RENEWABLE TERM IS APPROXIMATELY $1.6 MILLION. 827396 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 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 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 HANK HEFFERNAN 1.00 X 0 0 0 JOE FALK 1.00 X X 0 0 0 STEVE PILGER 1.00 X X 0 0 0 JIM BERG 1.00 X 0 0 0 DAVID HARGREAVES 1.00 X 0 0 0 JAMES GIBBONS 1.00 X 0 0 0 TONY KLEIN 1.00 X 0 0 0 GREG LURING 1.00 X 0 0 0 SHERI BROCKWAY 1.00 X X 0 0 0 ROBERT REDMAN 1.00 X 0 0 0 WILLIAM RICH 1.00 X 0 0 0 ALAN COTTLE 1.00 X X 0 0 0 CRAIG MENDENHALL 1.00 X 0 0 0 WES MORRIS 1.00 X 0 0 0 DAVE MCFADDEN 1.00 X 0 0 0 RODERICK SCHULTZ 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 0 22506 1518862 1541368 11195 11195 33845 22506 16044 17801 17801 1570364 0 0 28996 673986 673986 5000 5000 1982 1982 23384 23384 213 213 406 406 572 572 PROJECT EXPENSE 128755 128755 WEB SITE EXPENSE 390 390 MISCELLANEOUS 80 80 834768 827396 7372 0 1150367 1773978 25860 22236 1172603 1799838 63 0 63 X 816080 1473750 356523 326025 1172603 1799775 1172603 1799838 X 735596 -108424 X X 0 0 0 X 182495 138500 735385 804652 716368 2577400 182495 138500 735385 804652 716368 2577400 2577400 3175 2202 5225 10593 11195 32390 10900 8668 57487 56773 33845 167673 2777463 7234 0.92800 0.80380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GOLF TOURNAMENT RECEIPTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 56351 22506 33845 16044 56351 22506 33845 16044 16044 17801 1 SCHOLARSHIP AMERICA ONE SCHOLARSHIP WAY ST PETER MN 56082 042296967 501(C)(3) 651750 SCHOLARSHIPS CITY OF YAKIMA 128 N 2ND ST YAKIMA WA 98901 916001293 CITY OF YAKIMA 22236 BOOK LAND KIWANIS PARK EXPANSION 2 0 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 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 CURRENT PRESIDENT AND TREASURER. THE 990 IS SIGNED BY THE CURRENT PRESIDENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE FROM CASH TO ACCRUAL METHOD OF ACCOUNTING -108,424. TOTAL TO FORM 990, PART XI, LINE 5: -108,424. CHANGE FROM CASH TO ACCRUAL METHOD OF ACCOUNTING FORM 990, PART XII LINE 1 YAKIMA ROTARY CHARITABLE FOUNDATION CHANGED ITS METHOD OF REPORTING TO THE ACCRUAL METHOD FOR YEAR END JUNE 30, 2012. SUN YAKIMA LLC PO BOX 464 YAKIMA WA 98907 912024932 REAL ESTATE HOLDING WA -22204 533 YAKIMA ROTARY CHARITABLE FDN