Totals
- Total revenue
- $189,232
- Total expenses
- $64,800
- Contributions and grants received
- $37,350
- Grants paid
- $49,250
- Program service revenue
- $0
- Investment income
- $151,882
- Other revenue
- $0
- Total assets, end of year
- $1,516,966
- Total liabilities, end of year
- $300
- Net assets or fund balances, end of year
- $1,516,666
- Program services expenses (Part IX)
- $56,382
- Management and general expenses
- $8,418
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $56,382
Program services were 87.0% 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.
-
1f · All other contributions, gifts and grants
$37,350
-
3 · Investment income
total $27,390 · excluded $27,390
-
7a · Gross sales of assets other than inventory
securities $607,963
-
7b · Less cost or other basis and sales expenses
securities $483,471
-
7c · Gain or loss
securities $124,492
-
7d · Net gain or loss
total $124,492 · excluded $124,492
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $19,250 · program services $19,250
-
2 · Grants to domestic individuals
total $30,000 · program services $30,000
-
11c · Fees: accounting
total $1,200 · management and general $1,200
-
11f · Fees: investment management
total $14,264 · program services $7,132 · management and general $7,132
-
24a · Other expenses: CA FILING FEES
total $50 · management and general $50
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $36 · management and general $36
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,721 · end of year $134,169
-
11 · Investments: publicly traded securities
beginning of year $1,381,131 · end of year $1,382,797
-
25 · Other liabilities
beginning of year $0 · end of year $300
-
27 · Net assets without donor restrictions
beginning of year $1,383,852 · end of year $1,516,666
Mission and programs · 2023
Mission
PROVIDE ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTS.
Activities or mission (Part I)
AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS.
-
AWARDED ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTS
Expenses $56,382 · Grants $49,250
As filed on the 2023 return.
Listed in Part VII
-
Linda BurroughsLINDA BURROUGHS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Annie AscheANNIE ASCHE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ian MacKenzieIAN MACKENZIE
TREASURER
- Total calculated
- $12,000
- From this org
- $0
- From related orgs
- $12,000
- Other
- $0
- Hours/week
- 2
-
Bob BossoBOB BOSSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jack RitcheyJACK RITCHEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim CourtrightJIM COURTRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charles EldridgeCHARLES ELDRIDGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Janet KrassowJANET KRASSOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Val MackenVAL MACKEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Donna MaurilloDONNA MAURILLO
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
John BurroughsJOHN BURROUGHS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Burt ReesBURT REES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim ZennerJIM ZENNER
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Blaine BrokawBLAINE BROKAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Krista SnellingKRISTA SNELLING
TRUSTEE
- 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
-
$19,250
VOCATIONAL SCHOLARSHIPS
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.
-
SANTA CRUZ ROTARY COMMUNITY FUND
501(C)(3) · PROVIDE CHARITABLE AND EDUCATIONAL PROGRAMS IN SANTA CRUZ AREA · CA
-
501(C)(4) · TO AID THE NEEDY AND DISTRESSED · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433249349301233
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