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Nonprofiteer
← BAKERSFIELD ROTARY WEST FOUNDATION

Form 990 for tax year 2024

Filed by BAKERSFIELD ROTARY WEST FOUNDATION.

Totals

Total revenue
$164,361
Total expenses
$117,077
Contributions and grants received
$125,906
Grants paid
$108,424
Program service revenue
$0
Investment income
$76,830
Other revenue
-$38,375
Total assets, end of year
$1,386,257
Total liabilities, end of year
$30,452
Net assets or fund balances, end of year
$1,355,805
Program services expenses (Part IX)
$108,424
Management and general expenses
$8,653
Fundraising expenses
$0
Program service expenses (Part III)
$108,424

Program services were 92.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $125,806

  • 1d · Related organizations

    $100

  • 3 · Investment income

    total $33,674 · excluded $33,674

  • 7a · Gross sales of assets other than inventory

    securities $327,595

  • 7b · Less cost or other basis and sales expenses

    securities $284,439

  • 7c · Gain or loss

    securities $43,156

  • 7d · Net gain or loss

    total $43,156 · related or exempt $43,156

  • 8a · Fundraising events: gross income

    $21,631

  • 8a · Fundraising events: contributions included on line 1c

    $125,806

  • 8b · Fundraising events: direct expenses

    $60,006

  • 8c · Net income from fundraising events

    total -$38,375 · excluded -$38,375

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $108,424 · program services $108,424

  • 11g · Fees: other

    total $75 · management and general $75

  • 24a · Other expenses: UBS FEES

    total $7,885 · management and general $7,885

  • 24b · Other expenses: MISCELLANEOUS

    total $693 · management and general $693

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $199 · end of year $201

  • 2 · Savings and temporary cash investments

    beginning of year $6,811 · end of year $58,728

  • 4 · Accounts receivable

    beginning of year $3,500

  • 11 · Investments: publicly traded securities

    beginning of year $1,277,840 · end of year $1,327,328

  • 25 · Other liabilities

    beginning of year $408 · end of year $30,452

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,287,942 · end of year $1,355,805

Mission and programs · 2024

Mission

FUNDING OF VARIOUS COMMUNITY SERVICES, EDUCATIONAL PROGRAMS, TEMPORARY AND IMMEDIATE NEEDS OF THE COMMUNITY.

  • PROVIDE ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS SERVING THE LESS FORTUNATE YOUTH THROUGH FUNDING IN THE AREAS OF EDUCATION, LITERACY, HEALTH, AND WELFARE.

  • Expenses $108,424 · Grants $108,424

As filed on the 2024 return.

Listed in Part VII

  • Jason Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Werdel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Newby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jaques Jans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Al Sandrini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barry Hibbard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Lockard

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Scott Barnett

    CFO

    Total calculated
    $0
    Hours/week
    1

  • Kevin Burton

    FOUNDATION PRESIDENT

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202503179349311300

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