Form 990 for tax year 2022
Filed by BAKERSFIELD NORTH ROTARY FOUNDATION.
Totals
- Total revenue
- $143,255
- Total expenses
- $96,505
- Contributions and grants received
- $128,707
- Grants paid
- $89,934
- Program service revenue
- $0
- Investment income
- $14,548
- Other revenue
- $0
- Total assets, end of year
- $720,039
- Total liabilities, end of year
- $26,080
- Net assets or fund balances, end of year
- $693,959
- Program services expenses (Part IX)
- $89,934
- Management and general expenses
- $6,571
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $89,934
Program services were 93.2% 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
$36,157
-
1f · All other contributions, gifts and grants
$92,550
-
3 · Investment income
total $22,804 · excluded $22,804
-
7a · Gross sales of assets other than inventory
securities $348,054
-
7b · Less cost or other basis and sales expenses
securities $356,310
-
7c · Gain or loss
securities -$8,256
-
7d · Net gain or loss
total -$8,256 · excluded -$8,256
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$36,157
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $45,266 · program services $45,266
-
2 · Grants to domestic individuals
total $44,668 · program services $44,668
-
11c · Fees: accounting
total $1,000 · management and general $1,000
-
11f · Fees: investment management
total $4,995 · management and general $4,995
-
24a · Other expenses: OTHER EXPENSES
total $576 · management and general $576
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $48,906 · end of year $2,986
-
11 · Investments: publicly traded securities
beginning of year $597,692 · end of year $717,053
-
25 · Other liabilities
beginning of year $26,080 · end of year $26,080
Mission and programs · 2022
Mission
THE MISSION OF BAKERSFIELD NORTH ROTARY FOUNDATION IS TO SUPPORT CHARITIES IN THE GREATER BAKERSFIELD AREA, PARTICULARLY THOSE SERVING CHILDREN AND YOUTH, AND TO SUPPORT THE CLUB-SPONSORED INTERACT AND ROTARACT CLUBS. OUR FOUNDATION IS ONE OF THE WAYS BAKERSFIELD NORTH ROTARIANS SUPPORT THE IDEALS OF ROTARY MOTTO - "SERVICE ABOVE SELF"
Activities or mission (Part I)
TO SUPPORT CHARITIES IN THE GREATER BAKERSFIELD AREA, PARTICULARLY THOSE SERVING CHILDREN. AND TO SUPPORT THE CLUB-SPONSORED INTERACT AND ROTARACT CLUBS.
-
ANNUAL COLLEGE SCHOLARSHIPS PROVIDED TO LOCAL HIGH SCHOOL STUDENTS WHO ARE MEMBERS OF LOCAL INTERACT CLUBS.
Expenses $22,000 · Grants $22,000
-
WINE MAFIA EVENT TO SUPPORT VARIOUS NON-PROFIT ORGANIZATIONS.
Expenses $6,869 · Grants $6,869 · Revenue $36,157
-
PROVIDING THANKSGIVING BASKETS TO NEEDY FAMILIES IN NORTH BAKERSFIELD AS WELL AS SUPPORT CHURCH WITHOUT WALLS PROGRAM.
Expenses $15,799 · Grants $15,799 · Revenue $17,460
-
VARIOUS DONATIONS MADE TO LOCAL ORGANIZATIONS IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSE.
Expenses $45,266 · Grants $45,266
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Zane SmithZANE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marvin FullerMARVIN FULLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darrell AtkinsonDARRELL ATKINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa FordTERESA FORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carlos BaldovinosCARLOS BALDOVINOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David DobbsDAVID DOBBS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Patrick HoffmanPATRICK HOFFMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Jeff BarnhardJEFF BARNHARD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Cathy BennettCATHY BENNETT
TREASURER
- Total calculated
- $0
- Hours/week
- 4
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
-
DONATION FOR LOCAL YOUTH GROUP TO FURTHER EXEMPT PURPOSE OF THE FOUNDATION.
-
$9,000
DONATION FOR LOCAL GROUP TO FURTHER EXEMPT PURPOSE OF THE FOUNDATION.DONATION FOR LOCAL GROUP TO FURTHER EXEMPT PURPOSE OF THE FOUNDATION.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ROTARY INTERNATIONAL NORTH BAKERSFIELD
501(C)(4) · SERVING THE COMMUNITY · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 23 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400309349301675
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