2012-11-12T18:04:13-06:00 2012-06-30 770549163 SOREN MCADAM CHRISTENSON LLP 2068 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2011-07-01 330234683 ROTARY DISTRICT 5330 FOUNDATION ROTA 9097982222 2068 ORANGE TREE LANE SUITE 100 REDLANDS CA 923744555 KENNETH N GODDARD III 9097982222 2012-11-12 1 KENNETH N GODDARD III P00083054 9097982222 2011 2016-02-24 21:20:13Z KENNETH N GODDARD III 2068 ORANGE TREE LANE STE 100 REDLANDS CA 92374 237911 0 X ROTARY5330.NET X 1987 CA TO COORDINATE CHARITABLE ACTIVITIES WITHIN DISTRICT NO. 5330. 17 17 0 17 0 0 235656 52963 0 0 91688 3672 0 0 327344 56635 164242 119714 0 0 0 0 0 0 0 23564 28188 187806 147902 139538 -91267 546043 454776 0 0 546043 454776 TO COORDINATE CHARITABLE ACTIVITIES WITHIN DISTRICT NO. 5330 WHICH WILL BENEFIT DISASTER RELIEF, HUMANITARIAN, HEALTH, AND HUNGER ISSUES. 0 0 124109 99814 52966 THE ORGANIZATION PROVIDES GRANTS AND SERVICES TO REGIONS SUFFERING FROM HUMANITARIAN, HEALTH, AND HUNGER ISSUES. IN 2011, THE ORGANIZATION PROVIDED GRANTS TO ROTARY INTERNATIONAL FOUNDATION WHICH PROVIDES RELIEF TO OTHER REGIONS SUFFERING FROM HUMANITARIAN, HEALTH AND HUNGER ISSUES. THE ORGANIZATION ALSO PROVIDED FUNDS AND SERVICES TO ODUWORO, UGANDA TO AID THE REGION IN BECOMING SELF-SUFFICIENT. VOLUNTEERS DRILLED AND REPAIRED WELLS AND REPAIRED THE MEDICAL CLINIC. THE ORGANIZATION ALSO PROVIDED FRUIT TREES AND HONEY BEES AND SENT VILLAGE MEMBERS TO BE TRAINED AT AN ADVANCED FARMING FACILITY. LIGHTING, MOSQUITO NETS, AND SCHOOL BOOKS WERE ALSO PROVIDED TO THE VILLAGE. 19900 19900 ROTARY FRIENDS - LOCAL ROTARY CLUBS APPLY FOR GRANTS WHICH WILL BE USED TO ASSIST LOCAL YOUTH GROUPS IN PARTICIPATING IN EVENTS SPECIFCALLY GEARED TOWARDS INTERACTION WITH SENIOR CITIZENS OR HANDICAPPED CITIZENS. PAST EVENTS HAVE INCLUDED:HOLIDAY CELEBRATIONS AT SKILLED NURSING FACILITIES, A SENIOR'S PROM, WINTER FESTIVALS, INSPECTION, REPAIR AND INSTALLATION OF SMOKE DETECTORS FOR NEEDY SENIORS IN MODULAR HOUSING, AND PROVIDING BLANKETS AND EDUCATIONAL MATERIALS TO SENIORS. 144009 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 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 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X KENNETH N GODDARD III 9097982222 2068 ORANGE TREE LANE STE 100 REDLANDS CA 92374 X GEORGE STEELE 1.00 X 0 0 0 JOE LAGUESS 1.00 X 0 0 0 JACK KNIGHT 1.00 X 0 0 0 RED PERYEA 1.00 X 0 0 0 SUSAN KEAN 1.00 X 0 0 0 DAVE COLEMAN 1.00 X 0 0 0 JIM MCCALLUM 1.00 X 0 0 0 NEAL DEWING 1.00 X 0 0 0 CARRIE ALLAN 1.00 X 0 0 0 STEVE WALLACE 1.00 X 0 0 0 PHIL SAVAGE III 1.00 X 0 0 0 MILT LEVINSON 1.00 X 0 0 0 ANNE MARIE DUNCAN 1.00 X 0 0 0 RICHARD LEMIRE 1.00 X 0 0 0 KEN GODDARD 1.00 X 0 0 0 KIRK STITT 1.00 X 0 0 0 RICH DELL'ACQUA 1.00 X 0 0 0 0 0 0 0 0 0 0 0 52963 52963 14153 14153 170795 181276 -10481 -10481 -10481 56635 0 0 3672 119714 119714 3819 3819 ODUWORO PROJECTS 24295 24295 FILING FEES 74 74 147902 144009 3893 0 69066 12849 73505 53918 403472 388009 546043 454776 0 0 X 2899 2954 0 0 543144 451822 546043 454776 546043 454776 -91267 0 X 0 0 0 X 118790 96753 43899 235656 52966 548064 118790 96753 43899 235656 52966 548064 234126 313938 15117 19558 8769 91688 3670 138802 686866 0.45710 0.49490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 412158 3540 19900 3819 391979 337346 91682 11700 5170 412158 351124 7294 17118 3954 337346 468644 -82461 31210 3849 351124 1.00000 0 0 0 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE USE OF THE FUNDS IS DESIGNATED FOR "ROTARY FRIENDS" PROJECTS INVOLVING YOUTH HELPING AND ASSISTING SENIOR OR HANDICAPPED PERSONS TO LIVE MORE SATISFYING AND FULLER LIVES. GRANTS ARE ALLOCATED TO LOCAL ROTARY CLUBS AND ARE LIMITED TO 3% - 6% OF THE VALUE OF THE ENDOWMENT AT THE BEGINNING OF THE YEAR. 1 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES THE ORGANIZATION PROVIDED FARMING/GARDENING EQUIPMENT, TOOLS, SUPPLIES, AND VOCATIONAL TRAINING TO HELP ODUWORO VILLAGE BECOME SELF-SUFFICIENT. 24295 0 0 0 0 0 0 24295 0 24295 BEES, SEEDS, GARDENING TOOLS, EQUIPMENT, MOSQUITO NETS, SUPPLIES AND SCHOOL FEES. SUB-SAHARAN AFRICA 100 21195 CASH PAID FOR ITEMS IS REIMBURSED BY THE ORGANIZATION USING A CHECK EDUCATIONAL SCHOLARSHIPS PAID DIRECTLY TO EDUCATIONAL ORGANIZATION. SUB-SAHARAN AFRICA 5 3100 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: A COMMITTEE DETERMINES THE NEEDS OF THE ODUORO VILLAGE, REVIEWS RECEIPTS AND INVOICES FOR THE EXPENDITURES, AND COVERS EXEPNSES USED ONLY FOR THE DIRECT BENEFIT OF THE VILLAGE AS PRE-DETERMINED BY THE COMMITTEE. ACTUAL INVOICES AND RECEIPTS ARE RETAINED AS PART OF THE ORGANIZATION'S ACCOUNTING RECORDS. 1 ROTARY INTERNATIONAL FOUNDATION 1560 SHERMAN AVE EVANSTON IL 60201 361707667 501(C)(4) 99814 N/A N/A HUMANITARIAN RELIEF YOUTH GROUP SUPPORT OF ELDERLY AND DISABLED PERSONS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: COORDINATION WITH THE ROTARY CLUB IN RECEIPT OF THE GRANT. FORM 990, PART VI, SECTION A, LINE 2 KEN GODDARD, CHIEF FINANCIAL OFFICER/TREASURER, AND KIRK STITT, VP/ASSISTANT TREASURER, ARE OWNERS IN THE SAME BUSINESS, EACH OWNING MORE THAN 10%. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED DURING ONE OF THE QUARTERLY BOARD MEETINGS. IT IS ALSO AVAILABLE ON THE DISTRICT WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.