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Nonprofiteer
← BAKERSFIELD NORTH ROTARY FOUNDATION

Form 990 for tax year 2023

Filed by BAKERSFIELD NORTH ROTARY FOUNDATION.

Totals

Total revenue
$162,443
Total expenses
$141,585
Contributions and grants received
$138,022
Grants paid
$134,457
Program service revenue
$0
Investment income
$24,421
Other revenue
$0
Total assets, end of year
$780,277
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$780,277
Program services expenses (Part IX)
$134,457
Management and general expenses
$7,128
Fundraising expenses
$0
Program service expenses (Part III)
$134,457

Program services were 95.0% 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.

  • 1c · Fundraising events

    $38,925

  • 1f · All other contributions, gifts and grants

    $99,097

  • 3 · Investment income

    total $21,716 · excluded $21,716

  • 7a · Gross sales of assets other than inventory

    securities $436,708

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

    securities $434,003

  • 7c · Gain or loss

    securities $2,705

  • 7d · Net gain or loss

    total $2,705 · excluded $2,705

  • 8a · Fundraising events: gross income

    $0

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

    $38,925

  • 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 $84,006 · program services $84,006

  • 2 · Grants to domestic individuals

    total $50,451 · program services $50,451

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 11f · Fees: investment management

    total $5,539 · management and general $5,539

  • 24a · Other expenses: OTHER EXPENSES

    total $589 · management and general $589

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,986 · end of year $24,241

  • 11 · Investments: publicly traded securities

    beginning of year $717,053 · end of year $756,036

  • 25 · Other liabilities

    beginning of year $26,080 · end of year $0

Mission and programs · 2023

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 $19,500 · Grants $19,500

  • FRENCH CONNECTION EVENT TO SUPPORT VARIOUS NON-PROFIT ORGANIZATIONS.

    Expenses $11,038 · Grants $11,038 · Revenue $38,925

  • PROVIDING THANKSGIVING BASKETS AND GIFTS AND FOOD FOR CHRISTMAS TO NEEDY FAMILIES IN NORTH BAKERSFIELD AS WELL AS SUPPORT CHURCH WITHOUT WALLS PROGRAM.

    Expenses $17,263 · Grants $17,263 · Revenue $21,592

  • VARIOUS DONATIONS MADE TO LOCAL ORGANIZATIONS IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSE.

    Expenses $86,656 · Grants $86,656

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Zane Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marvin Fuller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Darrell Atkinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teresa Ford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jacob Panero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Barnhard

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Carlos Baldovinos

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Patrick Hoffman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Cathy 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
28 October 2024
IRS schema version
2023v5.1
Source object
202443049349303004

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