2026-05-07T13:52:53-07:00 2025-06-30 770559098 Wender and McLaine CPAs 100 E Thousand Oaks Blvd Suite 196 Thousand Oaks CA 91360 990 2024-07-01 770297455 THOUSAND OAKS ROTARY FOUNDATION THOU 8054979796 PO BOX 1225 THOUSAND OAKS CA 91358 JASON COREY Treasurer 2026-05-07 true true DAVID L WENDER CPA P00391926 8054979796 2024 2025-03-06 01:10:19Z ROBERT LEWIS PO BOX 1225 THOUSAND OAKS CA 91358 582967 false X N/A X 1991 CA TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS. 14 13 0 100 0 96385 80700 0 31293 96532 -10492 -157 117186 177075 38525 110246 0 0 0 0 10870 9230 49395 119476 67791 57599 960387 1020079 26024 28117 934363 991962 X TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS. false false 31137 31137 PROVIDE GRANT FOR THE NEW WEST SYMPHONY VAN AND OTHER OPERATING EXPENSES. 29000 29000 SCHOLARSHIP AWARDS TO LOCAL AREA RESIDENTS 21000 21000 ROTARY INTERNATIONAL FOUNDATION - GLOBAL GRANTS 2342772 LIMO HOSPITAL 20609 20609 VENTURA COUNTY SPECIAL OLYMPICS - TO PROVIDE FUNDS FOR SPECIAL OLYMPICS ACTIVITIES. 3500 3500 PROVIDE GRANTS TO THE PLAY CONEJO FOR THEIR PROGRAMS FOR YOUTH. 3000 3000 PROVIDE GRANTS TO THE LOCAL YMCA FOR THEIR PROGRAMS. 1500 1500 PROVIDE GRANT FOR THE BOY SCOUTS OF AMERICA VENTURA 500 500 PROVIDE SUPPORT FOR THE K-9 FOR WARRIORS 29109 29109 110246 true true false false false false false false false true false false false false true 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 14 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 LAURA CONWAY BOARD MEMBER 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 PATRICIA JONES BOARD MEMBER 2.00 0.00 X 0 0 0 ROGER BENSON BOARD MEMBER 2.00 0.00 X 0 0 0 JASON COREY Treasurer 2.00 0.00 X 0 0 0 DAVID WENDER BOARD MEMBER 2.00 0.00 X 0 0 0 VICKY ARNDT Secretary 2.00 0.00 X 0 0 0 0 false false false 0 40100 40600 80700 0 42709 42709 0 0 0 417007 363184 53823 53823 53823 34368 40100 41833 -7465 -7465 8183 875 7308 7308 0 0 177075 53823 42552 81246 81246 29000 29000 0 0 0 0 0 0 0 0 0 0 2320 2320 0 0 6829 6829 0 0 81 81 0 0 0 0 0 0 0 0 0 0 0 119476 110246 9230 0 112883 77646 0 0 -300 -300 0 0 0 0 6264 0 847804 936469 0 0 0 0 960387 1020079 1050 1050 24974 27066 1 26024 28117 X 934363 991962 934363 991962 960387 1020079 57599 X false false false X 33822 83172 89156 96385 80700 383235 0 24649 54600 -5930 32523 42709 148551 0 0 58471 137772 83226 128908 123409 531786 0 0 531786 32412 54046 35467 32523 42709 197157 0 32412 54046 35467 32523 42709 197157 0 0 90883 191818 118693 161431 166118 728943 0.72950 0.75800 0.27050 0.24200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 847805 95493 6829 936469 824752 29472 6419 847805 840276 -5930 4765 4829 824752 791643 54046 5413 840276 763965 32412 4734 791643 false false false Rounding 1 1 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 74468 40100 34368 16330 400 25103 74468 40100 34368 16330 400 25103 41833 -7465 Part III, Line 17b - Distributions Required Under State Law CA $7365 true NEW WEST SYMPHONY 2100 THOUSANDOAKS BLVD D THOUSAND OAKS CA 91362 31137 0 FUNDS FOR VAN PURCHASE MUSIC EXP. ROTARY INTERNATIONAL FOUND 14280 COLLECTIONS CENTER DR CHICAGO IL 60693 363245072 21000 0 BUIL HOSPITAL VENTURA CNTY SPECIAL OLYMPICS 1559 SPINNAKER DRIVE VENTURA CA 93001 954538450 20609 0 SPECIAL OLYMPICS 2 1 SCHOLARSHIP - UNIV OF PORTLAND 1 2000 SCHOLARSHIP - UC RIVERSIDE 1 5000 SCHOLARSHIP - UCSB 1 2000 SCHOLARSHIP - CLU 1 5000 SCHOLARSHIP - MOORPARK COLLEGE 3 5500 SCHOLARSHIP - UC IRVINE 1 2500 SCHOLARSHIP - USC 2 1000 SCHOLARSHIP - UC DAVIS 1 500 SCHOLARSHIP - UCLA 1 5000 SCHOLARSHIP - COLBY COLLEGE 1 500 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 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, 2025 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.