2024-11-15T10:40:35-06:00 2024-06-30 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990EZ 2023-07-01 832020387 DAYBREAK ROTARY FOUNDATION DAYB 4062508010 PO BOX 1042 KALISPELL MT 59903 DAVID J SCHULTZ PRESIDENT 4062508010 2024-11-14 1 1 BRAD CORNTASSEL P02072655 4067521040 2024-11-14 2023 2024-10-15 13:58:12Z X 0573 X N/A X X 81702 X 50000 4754 12905 3645 9260 14043 14043 78057 10000 2932 35 12967 65090 279431 30684 375205 279431 375205 279431 375205 0 0 279431 375205 X TO PROVIDE FUNDS FOR THE ROTARY CLUB OF KALISPELL DAYBREAK TO CARRY OUT ITS CHARITABLE GIVING AND CHARITABLE PROJECTS. GENERATE FUNDS TO CONTRIBUTE TO WORTHY COMMUNITY SERVICE PROJECTS AND NONPROFIT ORGANIZATIONS IN NORTHWEST MONTANA. 10000 12967 12967 DAVID J SCHULTZ PRESIDENT 0.50 0 0 0 JEANNIE LUCKEY DIRECTOR 0.50 0 0 0 RANDALL S OGLE DIRECTOR 0.50 0 0 0 X 0 1 0 0 0 0 0 0 0 0 0 0 0 0 DAVID J SCHULTZ 135 HUTTON RANCH RD SUITE 103 KALISPELL MT 59901 4062508010 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 23100 1625 1 24726 23100 1625 1 24726 13470 11256 2561 2359 2812 4285 4754 16771 41497 0.27120 0.30400 X THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST AS IT CONTINUOUSLY SOLICITS FUNDS FROM THE MEMBERS OF ROTARY INTERNATIONAL KALISPELL DAYBREAK MONTANA ROTARY, A 501(C)(4) SOCIAL WELFARE ORGANIZATION WHICH THE ORGANIZATION WAS ORIGINALLY FOUNDED TO SUPPORT THE MISSION AND SOCIAL EFFORTS OF. ADDITIONALLY, THE ORGANIZATION SOLICITS AND WELCOMES CONTRIBUTIONS FROM THE GENERAL PUBLIC AND COMMUNITY. DURING THE 2021 TAX YEAR, THERE WAS A FUNDRAISING CAMPAIGN BY THE ORGANIZATION TO OBTAIN SUFFICIENT FUNDS TO START INVESTING FUNDS TO FURTHER THE ORGANIZATION'S MISSION. DURING THIS TIME, THERE WERE SIX CONTRIBUTIONS FROM VARIOUS MEMBERS OF THE COMMUNITY THAT WERE SUBSTANTIAL. THESE CONTRIBUTIONS EXCEED 2% OF THE AMOUNT REPORTED ON LINE 11 OF SCHEDULE A, PART II. ACCORDINGLY, PUBLIC SUPPORT HAS BEEN REDUCED BY THESE EXCESS CONTRIBUTIONS. FURTHERMORE, MOST OF THE ORGANIZATION'S SUPPORT COMES FROM INVESTMENT INCOME ON AN ANNUAL BASIS, WHICH WAS GENERATED BY THOSE INITIAL CONTRIBUTIONS IN 2021. THE ABOVE FACTORS HAVE RESULTED IN THE ORGANIZATION RECEIVING LESS THAN 33 1/3% FROM THE GENERAL PUBLIC. THE ORGANIZATION CONTINUES TO STRIVE TO MEET THE 33 1/3% TEST TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: TO FUND INVESTMENT ACCOUNT DATE: 06/30/22 AMOUNT: 30574. DESCRIPTION: TO FUND INVESTMENT ACCOUNT DATE: 06/18/24 AMOUNT: 50000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GREAT BEAR FESTIVAL 14043 14043 14043 14043 14043 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 66. DESCRIPTION: DIVIDENDS. AMOUNT: 4,688. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,754. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ROTARY INTERNATIONAL KALISPELL DAYBREAK MONTANA GRANTEE NAME: ROTARY INTERNATIONAL KALISPELL DAYBREAK MONTANA. GRANTEE ADDRESS: P.O. BOX 1042 KALISPELL, MT 59903. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/11/23. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BUSINESS LICENSES. AMOUNT: 35. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN/(LOSS). AMOUNT: 30,684. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.