2025-05-13T17:54:25-07:00 2024-06-30 770559098 Wender and McLaine CPAs 100 E Thousand Oaks Blvd Suite 196 Thousand Oaks CA 91360 990 2023-07-01 770297455 THOUSAND OAKS ROTARY FOUNDATION THOU 8054979796 PO BOX 1225 THOUSAND OAKS CA 91358 DAVID WENDER Treasurer 2025-05-13 true true DAVID L WENDER CPA P00391926 8054979796 2023 2025-03-06 01:10:19Z ROBERT LEWIS PO BOX 1225 THOUSAND OAKS CA 91358 513460 false X N/A X 1991 CA TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS. 13 13 0 100 0 89156 96385 0 -5930 31293 -84 -10492 83142 117186 92610 38525 0 0 0 0 4859 10870 97469 49395 -14327 67791 905766 960387 39194 26024 866572 934363 X TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS. false false 20525 20525 VENTURA COUNTY SPECIAL OLYMPICS - TO PROVIDE FUNDS FOR SPECIAL OLYMPICS ACTIVITIES. 5500 5500 SCHOLARSHIP AWARDS TO LOCAL AREA RESIDENTS 5000 5000 PROVIDE GRANT FOR THE NEW WEST SYMPHONY 7500 7500 38525 true true false false false false false false false true false false false false false false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 1 0 true 0 false false false false false true true false 0 false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true false false false CA X DAVID WENDER CPA 8054979796 100 E THOUSAND OAKS BLVD STE 196 THOUSAND OAKS CA 91360 X ROBERT LEWIS President 2.00 0.00 X X 0 0 0 MARTIN ANDERSON BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN BRADLEY BOARD MEMBER 2.00 0.00 X 0 0 0 PAUL DRYMAN BOARD MEMBER 2.00 0.00 X 0 0 0 SUSAN MURATA BOARD MEMBER 2.00 0.00 X 0 0 0 HERB GOOCH BOARD MEMBER 2.00 0.00 X 0 0 0 KEN KOSSOFF FDTN COMM CHAIR 2.00 0.00 X 0 0 0 DAVID STOWELL BOARD MEMBER 2.00 0.00 X 0 0 0 JUDY ST JOHN BOARD MEMBER 2.00 0.00 X 0 0 0 KAREN FURNARI BOARD MEMBER 2.00 0.00 X 0 0 0 ROGER BENSON BOARD MEMBER 2.00 0.00 X 0 0 0 DAVID WENDER Treasurer 2.00 0.00 X 0 0 0 VICKY ARNDT Secretary 2.00 0.00 X 0 0 0 0 false false false 0 50500 45885 96385 0 32524 32524 0 0 0 348132 349363 -1231 -1231 -1231 24765 50500 44911 -20146 -20146 11654 2000 9654 9654 0 0 117186 -1231 22032 33025 33025 5500 5500 0 0 0 0 0 0 0 0 0 0 4345 4345 0 0 6419 6419 0 0 31 31 0 0 0 0 0 0 0 0 0 0 TAXES 75 75 0 49395 38525 10870 0 76146 112883 0 0 -300 -300 0 0 0 0 0 0 824752 847804 0 0 0 5168 0 905766 960387 1050 1050 38144 24974 39194 26024 X 866572 934363 866572 934363 905766 960387 67791 X false false false X 89241 33822 83172 89156 96385 391776 0 86511 24649 54600 -5930 32523 192353 0 0 175752 58471 137772 83226 128908 584129 0 0 584129 32044 32412 54046 35467 32523 186492 0 32044 32412 54046 35467 32523 186492 0 0 207796 90883 191818 118693 161431 770621 0.75800 0.76890 0.24200 0.23110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 824752 29472 6419 847805 840276 -5930 4765 4829 824752 791643 54046 5413 840276 763965 32412 4734 791643 736186 32044 4265 763965 false false false Part V, Line 4: Intended uses of the endowment fund. THE ORGANIZATION'S GOAL IS TO BUILD THE ENDOWMENT FUND FOR FUTURE CHARITABLE DONATIONS. THE FUTURE DONATIONS WILL BE MADE FOR STUDENT SCHOLARSHIPS AND TO OTHER BOARD DETERMINED QUALIFYING 501(C)(3) NON-PROFIT ORGANIZATIONS. CURRENTLY, THE BOARD'S SPENDING POLICY IS EQUAL TO 3% OF THE AVERAGE 12 QUARTERS OF THE FAIR MARKET VALUE OF THE ENDOWMENT FUND DETERMINED AT THE END OF ITS FISCAL YEAR. X X false CA WINE FESTIVAL FUNDRAISER 75265 50500 24765 24925 1196 750 18040 75265 50500 24765 24925 1196 750 18040 44911 -20146 true VENTURA CNTY SPECIAL OLYMPICS 1559 SPINNAKER DRIVE VENTURA CA 93001 954538450 20525 0 SPECIAL OLYMPICS 1 0 SCHOLARSHIP - CA ST FULERTON 1 3500 SCHOLARSHIP - AMER UNIV PARIS 1 1000 SCHOLARSHIP - UCSB 1 1000 Grantmaker's Description of How Grants are Used THOUSAND OAKS ROTARY FOUNDATION MONITORS THE USE OF ANY GRANTS THROUGH ITS ACCOUNTING RECORDS MAINTAINED TO TRACK SUPPORT IT PROVIDES. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: ROTARY INTERNATIONAL FOUNDATION - GLOBAL GRANTS 2344496 PROJECTS.GRANT 2238178 OTHER PROGRAM SERVICES 5: ROTARY INTERNATIONAL FOUNDATION - GRANTS FOR INTERNATIONAL PROJECTS.$5,000. OTHER PROGRAM SERVICES 6: THOUSAND OAKS ROTARY CLUB - PROVIDE FUNDS FOR GOLD COAST VETERANS FOUNDATION TO PURCHASE A VAN. OTHER PROGRAM SERVICES 7: PROVIDE GRANTS TO THE LOCAL YMCA FOR THEIR PROGRAMS. OTHER PROGRAM SERVICES 8: PROVIDE GRANTS TO THE PLAY CONEJO FOR THEIR PROGRAMS FOR YOUTH. OTHER PROGRAM SERVICES 9: PROVIDE GRANT FOR THE NEW WEST SYMPHONY OTHER PROGRAM SERVICES 10: PROVIDE SUPPORT FOR THE K-9 FOR WARRIORS Form 990, Part VI, Section B, Line 11b A COPY OF THE FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW. THE FORM 990 IS REVIEWED IN DETAIL BY MEMBERS OF THE BOARD WHO HAVE EXPERIENCE AND KNOWLEDGE ABOUT TAX AND FINANCIAL MATERS. Form 990, Part VI, Section B, Line 12c ORGANIZATION BOARD OF DIRECTORS MONITORS THE ACTIVITY OF THE TRANSACTIONS TO DETERMINE AND PREVENT CONFLICTS OF INTERESTS. Form 990, Part VI, Section C, Line 19 THOUSAND OAKS ROTARY FOUNDATION PROVIDES PUBLIC DISCLOSURE OF ITS TAX RETURNS, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS UPON REQUEST FROM THE PUBLIC. Statement Note 1 QUESTION 12a PART VI SECTION BTHERE HAVE BEEN NO ISSUES RAISED IN THE PAST HISTORY OF THE ORGANIZATION THROUGH JUNE 30, 2024 AND CURRENTLY THERE ARE NO CONFLICT OF INTEREST ISSUES. QUESTION 15b PART VI SECTION BTHE ORGANIZATION PAYS ONE OF ITS DIRECTOR'S A NOMINAL FEE TO PREPARE THE TAX RETURNS AND THEREFORE NO REVIEW AND APPROVAL BY AN INDEPENDENT PERSON IS PERFORMED. THE BOARD MAKES THIS DECISION.