2024-02-12T11:23:06-06:00 2023-06-30 770181453 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU ST STE B SANTA BARBARA CA 93101 990EZ 2022-07-01 911752304 ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION ROTA 8059661521 PO BOX 50355 SANTA BARBARA CA 931500355 JODY DOLAN HOLEHOUSE TREASURER 8059661521 2024-02-06 1 JODY DOLAN HOLEHOUSE 999009999 1 JODY DOLAN HOLEHOUSE P00230451 8059661521 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X N/A X X 90570 X 70717 4067 15786 12187 3599 78383 85455 400 13315 99170 -20787 210095 3070 192378 X 228020 204738 4376 3279 232396 208017 22301 15639 210095 192378 X SUPPORT LOCAL AND INTERNATIONAL CHARITIES SUPPORT LOCAL AND DOMESTIC SERVICE PROJECTS: INCLUDES GRANTS AND EXPENSES FOR YOUTH SERVICES, DISASTER RELIEF AND EDUCATIONAL PROJECTS LOCATED WITHIN THE UNITED STATES. 39741 9775 SUPPORT INTERNATIONAL SERVICE PROJECTS: INCLUDES GRANTS AND EXPENSES FOR YOUTH SERVICES, DISASTER RELIEF, CLEAN WATER AND EDUCATIONAL PROJECTS LOCATED OUTSIDE THE UNITED STATES. 45714 0 9775 FRANK TABAR PRESIDENT 1.00 0 0 0 JODY DOLAN HOLEHOUSE TREASURER 4.00 0 0 0 LUZ MARIA ORTIZ SMITH SECRETARY 1.00 0 0 0 JANET NAPIER DIRECTOR/INTERNATIONAL SER 1.00 0 0 0 HANNAH RAEL DIRECTOR/IMMEDIATE PAST PR 1.00 0 0 0 E RUSSELL SMITH DIRECTOR 1.00 0 0 0 SCOTT BURNS DIRECTOR 1.00 0 0 0 MARIA LONG DIRECTOR 1.00 0 0 0 DIANA WASHBURN DIRECTOR/COMMUNITY SERVIC 1.00 0 0 0 X 0 0 0 0 0 0 1 3333 0 0 0 0 0 0 0 CA JODY HOLEHOUSE TREASURER 104 W ANAPAMU ST STE B SANTA BARBARA CA 93101 8059661521 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 158763 55574 107632 51617 77956 451542 158763 55574 107632 51617 77956 451542 0 0 0 451542 1537 3275 5331 10044 8247 28434 1537 3275 5331 10044 8247 28434 160300 58849 112963 61661 86203 479976 0.94080 0.94900 0.05920 0.05100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED AUCTION 9778 0 9778 94 DOLPHIN DIVE 29106 23098 6008 4500 1846 520 5227 38884 23098 15786 4500 1846 520 5321 12187 3599 ERIC RYAN NONE FUND UP FRONT COSTS OF DOLPHIN DIVE FLUME X 6666 3333 0 1 1 3333 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST EARNED. AMOUNT: 90. DESCRIPTION: DIVIDENDS EARNED. AMOUNT: 1,928. DESCRIPTION: REALIZED GAINS. AMOUNT: 2,049. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,067. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HEALTH SERVICES. GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/04/23. AMOUNT GIVEN: 12,660. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: SPECIAL OLYMPICS. GRANTEE ADDRESS: 423 W VICTORIA ST SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/05/22. AMOUNT GIVEN: 4,783. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: ROTARY YOUTH LEADERSHIP AWARDS. GRANTEE ADDRESS: 951 WESTLAKE BLVD #101 WESTLAKE VILLAGE, CA 91361. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/25/22. AMOUNT GIVEN: 1,760. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HEALTH SERVICES. GRANTEE NAME: JUBILEE HOUSE COMMUNITY. GRANTEE ADDRESS: 1019 TROY MEDLIN RD MONROE, NC 28112-9449. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/12/22. AMOUNT GIVEN: 24,299. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: SHELTER BOX USA. GRANTEE ADDRESS: 7359 MERCHANT COURT LAKEWOOD RANCH, FL 34240. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/21/23. AMOUNT GIVEN: 4,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: SANTA BARBARA PUERTO VALLARTA SISTER CITIES. GRANTEE ADDRESS: PO BOX 3718 SANTA BARBARA, CA 93130-3718. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/04/23. AMOUNT GIVEN: 10,800. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: SANTA BARBARA INTERNATIONAL FILM FESTIVAL. GRANTEE ADDRESS: 1528 CHAPALA ST STE 203 SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/29/23. AMOUNT GIVEN: 3,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HEALTH SERVICES. GRANTEE NAME: WHEELCHAIR FOUNDATION. GRANTEE ADDRESS: 3820 BLACKHAWK ROAD DANVILLE, CA 94506. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: KIWANIS CLUB OF SANTA BARBARA. GRANTEE ADDRESS: P. O. BOX 773 SANTA BARBARA, CA 93102-0773. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/29/22. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: SMHS ROYAL BAND BOOSTERS. GRANTEE ADDRESS: 4750 HOLLISTER AVE SANTA BARBARA, CA 93110. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/20/22. AMOUNT GIVEN: 3,653. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: EXPLORE ECOLOGY. GRANTEE ADDRESS: 302 E COTA ST SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/21/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: GRACE FISHER FOUNDATION. GRANTEE ADDRESS: 120 S HOPE AVE UNIT F118 SANTA BARBARA, CA 93105. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/10/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: ANGELS FOSTER CARE. GRANTEE ADDRESS: 11 W VICTORIA ST #207B SANTA BARA, CA 93101. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/10/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: CHANNEL ISLAND MARINE & WILDLIFE INSTITUTE. GRANTEE ADDRESS: P. O. BOX 4250 SANTA BARBARA, CA 93140-4250. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/04/23. AMOUNT GIVEN: 4,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: NEW BEGINNINGS. GRANTEE ADDRESS: 430 E MONTECITO ST STE 101 SANTA BARBARA, CA 93103. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/19/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: BAKERSFIELD BREAKFAST ROTARY CLUB. GRANTEE ADDRESS: P. O. BOX 2568 BAKERSFIELD, CA 93303. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/09/23. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 85,455. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,583. DESCRIPTION: FILING FEES. AMOUNT: 50. DESCRIPTION: SERVICE PROJECT EXPENSES. AMOUNT: 9,775. DESCRIPTION: SOFTWARE LICENSING. AMOUNT: 480. DESCRIPTION: AMORTIZATION. AMOUNT: 1,382. DESCRIPTION: BANK CHARGES. AMOUNT: 45. TOTAL TO FORM 990-EZ, LINE 16: 13,315. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: INC (DECREASE) IN FMV-INVESTMENT FUND. AMOUNT: 3,070. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: EQUIPMENT AND DIGITAL ASSETS, NET. BEG. OF YEAR AMOUNT: 2,764. END OF YEAR AMOUNT: 1,383. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,612. END OF YEAR AMOUNT: 1,896. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 6,666. END OF YEAR AMOUNT: 3,333. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 15,635. END OF YEAR AMOUNT: 12,306. 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.